TOP 10 Tax and insurance consultancy in Dallas, TX
19 results found
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La Familia Auto Insurance & Tax Services
● OpenLa Familia Auto Insurance & Tax Services is a trusted insurance agency located at 3701 West Northwest Highway in Dallas, Texas. With a focus on providing quality auto insurance and tax services, our knowledgeable team is dedicated to helping families protect their vehicles and finances. Whether you need assistance with finding the right insurance coverage or filing your taxes, La Familia Auto Insurance & Tax Services is here to provide personalized and reliable assistance. Visit us today to experience our exceptional customer service and expertise.
3701 W Northwest Hwy #301A, Dallas, TX 75220, United States -
Kyle Aubry - State Farm Insurance Agent
● ClosedKyle Aubry - State Farm Insurance Agent is an insurance agency located at 3044 Old Denton Road in Carrollton, Texas. Our office is conveniently situated in the South East complex at the corner of Old Denton and Frankford, facing Frankford Rd. Serving State Farm Customers since 2009, Kyle Aubry graduated from Southern Illinois University of Carbondale with a Bachelor's in Business Administration and a Marketing Minor. With experience in relocations in the Dallas-Fort Worth Area, Kyle Aubry can provide expert advice on insurance options. Customers can learn about a company’s investment opportunities by reading their prospectus, or explore DIY auto maintenance tips to combat rising repair costs. Kyle Aubry also provides information on preventing Repetitive Stress Injuries like carpal tunnel. Investors can obtain important information about investment objectives, risks, and expenses from fund prospectuses available on statefarm.com. Securities distributed by State Farm VP Management Corp. and life insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association. For pet insurance, products are underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc. State Farm is not responsible for third party sites referenced in this material. Rocket Mortgage, LLC provides mortgage services. State Farm VP Management Corp. is a separate entity from State Farm entities providing banking and insurance products. Investing involves risk, and customers should consult a tax or legal advisor for personalized advice.
3044 Old Denton Rd Apt 315, Carrollton, TX 75007, United States -
Western & Southern Life Insurance Company
● ClosedWestern & Southern Life Insurance Company is an insurance agency located at 1301 Solana Boulevard in Westlake, Texas, United States. We offer a variety of products to help you plan for your financial future, whether personally or for your business. Our personalized guidance and solutions are tailored to your specific needs, helping you navigate through the many options available. Explore our financial tools, educational articles, and interactive calculators to feel more confident about personal finance. From evaluating your financial goals to learning about family finances and money management, we are here to help you achieve your dreams at every life stage.
1301 Solana Blvd #1529, Westlake, TX 76262, United States -
Roy Moreno - State Farm Insurance Agent
● ClosedWelcome to Roy Moreno - State Farm Insurance Agent, located at 100 East Royal Lane in Irving, Texas, United States. As a local Dallas Forth Worth agent, we have been providing insurance services for the past 6 years. At our agency, we prioritize our customers and take the time to ensure they are well-informed about the products they are purchasing. With the support of State Farm's long-standing legacy, we offer a wide range of insurance and financial products, making us a one-stop shop for all your insurance needs. Our experienced team of professionals, with over 50 years of combined experience, is dedicated to ensuring that our customers are fully protected. Whether you are in need of auto, home, life, health, or small/commercial business insurance, we are here to help. In addition to insurance products, we also offer various deposit and loan products through our alliance partners.
100 E Royal Ln Ste 220, Irving, TX 75039, United States -
Clarence Saunders - State Farm Insurance Agent
● ClosedClarence Saunders - State Farm Insurance Agent is a reputable insurance agency located at 800 West Airport Freeway in Irving, Texas. With over 35 years of experience as a State Farm agent, we offer personalized service in the financial industry. Our services include car insurance, home insurance, renters insurance, life insurance, health insurance, and Financial Services & Retirement Planning for Texas residents. We are licensed to serve Irving, Dallas, Fort Worth, Grand Prairie, Plano, Grapevine, Carrollton, and the surrounding areas. Our knowledgeable staff takes the time to explain and compare your policy to ensure you have the coverage you need. In addition to insurance services, we also provide valuable information on security tips for your connected smart home, as well as advice on purchasing new vs used cars and DIY auto maintenance to combat rising repair costs. For your protection, we advise against sharing sensitive personal information on our website.
800 W Airport Fwy Ste 1147, Irving, TX 75062, United States -
LGM FINANCIAL CONSULTING
● OpenLGM Financial Consulting is a finance, health, and insurance agency located at 6060 North Central Expressway in Dallas, Texas, United States. Our institution specializes in helping customers with preparing personal and business tax returns, as well as providing financial literacy in our local communities to help clients achieve financial growth. Our certified professional tax preparers are ready to assist with any questions you may have about your tax return, child tax credit, or stimulus checks. Visit our website to learn more about how we can help you avoid tax problems and keep more of your hard-earned money in your pocket.
6060 N Central Expy SUITE 538, Dallas, TX 75206, United States -
Primera Capital Insurance and Tax
● OpenPrimera Capital Insurance and Tax is a trusted finance and insurance agency located at 2424 West Illinois Avenue in Dallas, Texas, United States. We specialize in providing comprehensive insurance coverage and expert tax services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients protect their assets and maximize their financial well-being. Whether you need personalized insurance solutions or assistance with tax planning and preparation, Primera Capital Insurance and Tax is here to provide you with top-notch service and support. Contact us today to learn more about how we can help you achieve your financial goals.
2424 W Illinois Ave, Dallas, TX 75233, United States -
ESR ENTERPRISES LLC, TAXES TRAVEL INSURANCE AND NOTARY SERVICES
● OpenESR Enterprises LLC is a finance institution located at 1182 West Pioneer Parkway in Arlington, Texas, offering a range of services including tax preparation, travel assistance, insurance services, and notary services. Our team is dedicated to providing personalized and professional services to clients in the Dallas and Fort Worth area, as well as across all 50 states. With tax season approaching, we are here to ensure that your financial decisions are made carefully and in your best interest, helping you to maximize your tax savings and avoid overpaying. Our experienced professionals are ready to assist you with filing your taxes and can also serve as your insurance provider and travel agent. Whether you need assistance with tax preparation, insurance coverage, travel planning, or notary services, ESR Enterprises LLC is here to help. Book your next vacation with us and explore world-famous destinations, or let us assist you in finding your next car. We believe in helping our clients save money and achieve their financial goals, so let us guide you towards greater financial success. Visit us at our Arlington location or contact us at 1182 West Pioneer Parkway to learn more about how ESR Enterprises LLC can assist you with your financial needs.
1182 W Pioneer Pkwy, Arlington, TX 76013, United States -
Martina Diaz Income Tax Services
● OpenMartina Diaz Income Tax Services is a reputable institution located at 2647 West Northwest Highway in Dallas, Texas, United States. Specializing in accounting, finance, and insurance services, our experienced professionals are dedicated to assisting individuals and businesses with their tax needs. From tax preparation to financial planning, our team is committed to providing top-notch services to help our clients achieve their financial goals. Visit us today to experience personalized and reliable assistance with your tax and financial needs.
2647 W Northwest Hwy, Dallas, TX 75220, United States -
LGI Homes - Vista West
● OpenLGI Homes - Vista West is a general contractor located at 904 Burlington Avenue in Fort Worth, Texas, United States. This institution offers new-construction homes in a charming neighborhood with convenient freeway access. Residents of Vista West can enjoy an active outdoor lifestyle with amenities such as basketball and soccer courts, playgrounds, walking trails, dog parks, splash pad, and gazebo for picnics. Nearby attractions include Lake Worth for water activities and Fort Worth Stockyards for tours, entertainment, shops, and restaurants. Major area employers include American Airlines, Texas Health Resources, Bank of America, Walmart, and the City of Fort Worth. Residents of Vista West can enjoy spacious homes with open floor plans, private neighborhood amenities, and a prime location in Fort Worth. The community offers an exceptional quality of life with world-class amenities and nearby conveniences. Please note that advertised sample monthly payments are based on principal and interest only, and other fees such as taxes, insurance, and HOA are not included. Prices, rates, terms, features, amenities, and floor plans are subject to change without notice. It is recommended to consult a LGI Homes new home consultant for additional information and disclosures.
904 Burlington Ave, Fort Worth, TX 76108, United States -
Western Finance
● OpenWestern Finance is a versatile institution located at 1422 West Dallas Avenue in McAllen, Texas. Offering a range of services including accounting, finance, and general contracting, as well as serving as an electronics store, home goods store, and general store. With a commitment to providing exceptional customer service and expert financial advice, Western Finance is a one-stop destination for all your financial and household needs.
1422 W Dallas Ave, McAllen, TX 78501, United States -
The Lugo Law Firm, PLLC
● OpenThe Lugo Law Firm, PLLC is a reputable law firm located in Dallas, Texas. Our experienced team of lawyers is dedicated to providing high-quality legal services to our clients. We specialize in various areas of law, including personal injury, family law, criminal defense, and more. Our office is conveniently located at 3300 Oak Lawn Avenue, making it easily accessible for clients in the Dallas area. Whether you are in need of legal representation or simply seeking legal advice, The Lugo Law Firm, PLLC is here to help. Contact us today to schedule a consultation.
3300 Oak Lawn Ave UNIT 700, Dallas, TX 75219, United States -
Brian Marlar Investments
● OpenBrian Marlar Investments is a finance and insurance agency located at 406 East Marcy Drive in Big Spring, Texas, United States. Brian Marlar, CFP® is a registered representative and investment advisor representative of Momentum Independent Network Inc. (MIN), a registered broker-dealer and investment adviser. Please note that the information provided on this website, including sample articles and reports from Emerald Publications, is for informational purposes only and not intended as a solicitation. MIN does not provide tax or legal advice and this website is intended for clients and interested investors residing in states where MIN or its financial advisors are qualified to provide brokerage services or investment advisory services. Visitors should exercise caution when accessing external websites linked on this site, as MIN does not endorse or control the information found there.
406 E Marcy Dr, Big Spring, TX 79720, United States -
Five Rings Financial Texas
● ClosedFive Rings Financial Texas is a finance institution located in Frisco, Texas. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial futures. We offer a wide range of financial services, including retirement planning, investment strategies, and insurance solutions. At Five Rings Financial Texas, we are committed to providing personalized financial guidance and support to help our clients navigate the complexities of the financial world. Visit us at 2591 Dallas Parkway, Frisco, Texas to learn more about how we can help you reach your financial goals.
2591 Dallas Pkwy Ste. 300, Frisco, TX 75034, United States -
Tom Palmersheim - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTom Palmersheim is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6860 Dallas Parkway in Plano, Texas, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Tom Palmersheim offers expertise in asset management, estate planning, retirement planning, and investment strategies. As an accredited advisor in various financial areas, Tom Palmersheim provides comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with investment opportunities, insurance products, or retirement planning, Tom Palmersheim can help guide you through the complex world of finance with professionalism and integrity.
6860 Dallas Pkwy Ste 500, Plano, TX 75024, United States -
Jeff Davis - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJeff Davis - Financial Advisor at Ameriprise Financial Services, LLC, located at 6860 Dallas Parkway in Plano, Texas, is a trusted finance institution dedicated to helping clients achieve their financial goals. Jeff provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track success. Clients can easily access their investments and accounts from any device, securely sharing information with Jeff. To learn more or schedule a complimentary initial consultation, visit the website for background and qualification information. Jeff Davis is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The institution prioritizes client relationships and values referrals from satisfied clients. Get in touch to start discussing your financial priorities and take steps towards a secure financial future with Ameriprise Financial Services, LLC.
6860 Dallas Pkwy #500, Plano, TX 75024, United States -
Tim Bowrey - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTim Bowrey is a Financial Advisor at Ameriprise Financial Services, LLC, located at 5960 Berkshire Lane in Dallas, Texas, United States. Tim holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Tim's expertise in asset management, retirement planning, estate planning, investment strategies, and risk management. Tim also specializes in working with domestic partners, seniors, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Tim is dedicated to providing comprehensive financial advice to help clients achieve their financial goals.
5960 Berkshire Ln Ste 1200, Dallas, TX 75225, United States -
Equitable Advisors, LLC
● ClosedEquitable Advisors, LLC is a reputable finance and insurance agency located at 12377 Merit Drive in Dallas, Texas, United States. With a strong commitment to providing personalized financial solutions, they offer a wide range of services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced team at Equitable Advisors, LLC is dedicated to helping you secure your financial future. Contact them today to schedule a consultation and take the first step towards financial stability and success.
12377 Merit Dr #1500, Dallas, TX 75251, United States -
Frazier Financial Group
● OpenLocated in Dallas, Texas, the Frazier Financial Group is a premier institution specializing in accounting and finance services. Led by Sidney Frazier, MBA, a QuickBooks Certified ProAdvisor, the institution aims to inspire, motivate, and build confidence within small business owners and independent professionals. With a focus on providing top-notch Accounting, Bookkeeping, Tax Planning & Preparation, and Business Consulting services, Frazier Financial Group is dedicated to helping clients "Discover the Financial Difference". Serving the DFW Metroplex and surrounding counties, the institution is committed to helping clients achieve their financial goals and success.
3662 W Camp Wisdom Rd Suite 2044, Dallas, TX 75237, United States
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