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TOP 30 Tax advisory and consulting in Lewisville, TX
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DST Advisory Group
DST Advisory Group, located at 320 West Main Street in Lewisville, Texas, specializes in providing expert guidance to large and multinational companies for their R&D Tax Credit claims. Our team of Engineers and Scientists collaborate directly with your team to increase awareness, build efficiencies, and obtain documentation for substantiation. Many companies miss out on RTC claims because they assume it's only for "High Tech" companies, but almost any company can have qualified research activities. The Research Tax Credit is a generous incentive program that rewards companies for conducting research activities in the US, with a dollar for dollar reduction of federal taxes owed. Our Michigan office is located at One Northwestern Plaza in Southfield. Visit our corporate office in Lewisville to learn more about how we can support your claims process and achieve superior results for your company.
Steve Namy - Financial Advisor, CU Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC
Steve Namy - Financial Advisor, CU Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 2681 MacArthur Boulevard in Lewisville, Texas, United States. As a finance institution, Steve Namy offers personalized financial advice to help clients prepare for their future goals, whether it be saving for college, planning for retirement, or making smart investments. The institution provides a complimentary initial consultation for those interested in discussing their financial needs and goals. Through Ameriprise Financial Services, LLC, clients can access a range of investment products and services to help them achieve their financial objectives. Steve Namy is registered with FINRA and is able to conduct securities business with residents of specific states. The institution also offers a Retirement InteractiveSM tool to help individuals explore important retirement income issues. Clients can feel confident in their financial future with the guidance and expertise provided by Steve Namy and CU Wealth Management.
Enrique Soto Prado - TIAA Financial Consultant
Enrique Soto Prado is a trusted TIAA Financial Consultant located at 2850 Lake Vista Drive in Lewisville, Texas, United States. Specializing in finance, our institution provides expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, we are dedicated to helping individuals and families secure their financial future. Contact us today to schedule a consultation and take the first step towards financial success.
Global Wealth Advisors
Global Wealth Advisors is a finance institution located at 4400 State Highway 121 in Lewisville, Texas, United States. We understand that life can be complicated, which is why we believe your financial planning shouldn't be. Our experienced team of professionals is here to help you gain the confidence to pursue your financial dreams. With over 100 years of combined experience, our financial advisors provide custom tailored financial planning solutions to help you navigate your complex financial goals, preferences, and risk tolerance. Whether you are planning for accumulation, protecting your assets, or passing on a legacy, we are here to support you at every life stage.
LPL Financial
LPL Financial is a registered investment advisor located at 140 East Main Street in Lewisville, Texas, United States. The institution offers securities and advisory services through a secure connection, ensuring the safety of all client information. Members of LPL Financial are registered with FINRA and SIPC, providing added peace of mind for investors. The Registered Representatives associated with LPL Financial are authorized to conduct securities business in several states, including Arizona, California, Colorado, Florida, Georgia, Indiana, Louisiana, Michigan, Minnesota, North Carolina, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, and Wisconsin. Clients can also verify the background of their investment professional for added transparency and trust.
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