The 30 Best Tax discounts strategies in Texas
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Caley Baillio - State Farm Insurance Agent
Caley Baillio - State Farm Insurance Agent is a trusted insurance agency located at 620 West Main Street in Tomball, Texas. Our office is conveniently situated diagonally across from Tomball Intermediate School, right next door to America's Family Dental. We specialize in providing Auto Insurance, Home Insurance, Renter’s Insurance, Life Insurance, Business Insurance, and Financial Services to residents of Tomball, Spring, Magnolia, Waller, Cypress, Houston, and surrounding areas in Texas. As a second-generation State Farm Agent, I have been serving the community since 2013, with a strong focus on resident relocations to the Harris/Montgomery County area. My team of licensed Insurance Professionals is dedicated to helping you find the right insurance coverage for your specific needs, whether it's for your car, home, life, or business. Call, Click, Text, or Stop by our office today for a free quote and let us help you protect what's important to you. Remember, it's crucial to review your insurance coverage regularly to ensure you have the right level of protection for you and your loved ones. Let us be your one-stop shop for all your insurance and financial service needs. We look forward to serving you and helping you accomplish your life goals. Contact us today!
Aaron German - State Farm Insurance Agent
Aaron German - State Farm Insurance Agent is an insurance agency located at 8406 Hall Road in Houston, Texas, United States. As a State Farm agent since 2013, Aaron German offers a variety of insurance options including home insurance with windstorm coverage, auto insurance, motorcycle insurance, life insurance, health insurance, and small business insurance. The agency also provides free quotes for boat insurance and offers discounts for home and auto policies in Pearland and Houston. In addition to traditional insurance products, Aaron German - State Farm Insurance Agent emphasizes the importance of protecting loved ones and planning for the future. They encourage clients to show their love by giving the gift of long-lasting financial security, whether through college savings, retirement planning, or preparing for unexpected events. The agency also offers tips on avoiding the dangers of drunk driving and reducing the risk of slips, trips, and falls in businesses.
Family Dollar
Family Dollar is a versatile institution located at 3302 Liberty Road in Houston, Texas, United States. This establishment offers a wide range of products including clothing, food, groceries, liquor, and more. When purchasing individual units of a product, a handling fee will be applied to each unit, but this fee can be eliminated by upgrading to a case. Your privacy is respected and your phone number will not be shared with third party vendors. If you are an organization with tax-exempt status, you can follow the tax exemption process by creating an account on the website and providing your tax-exempt information. Gift cards can also be used to pay for orders, with detailed instructions provided on how to apply the balance to your purchase. Visit Family Dollar for all your shopping needs in a convenient and customer-friendly environment.
Mattress One
Mattress One is a well-known furniture and home goods store located in Houston, Texas, United States. As a leading retailer in the industry, they offer a wide selection of high-quality mattresses, bedding, and other home furnishings to suit every style and budget. With a focus on customer satisfaction, Mattress One provides expert guidance and personalized service to help customers find the perfect products for their needs. Whether you're looking for a cozy new mattress for your bedroom or stylish furniture for your living room, Mattress One has everything you need to create a comfortable and inviting home.
Property Management by BRG
Property Management by BRG, located at 1015 Champions Drive in Aledo, Texas, is a finance institution, general contractor, and real estate agency all in one. Our team at BRG specializes in managing real estate investments with exceptional service to help you achieve your goals. Whether you are a real estate investor, property owner, or prospective tenant in the DFW metroplex, we have the expertise to assist you. You can view our available rental properties and submit an application online today. And did you know that you can now pay your rent online with us? It's fast, easy, and secure. Trust BRG to efficiently and effectively manage your real estate investments.
Mark Roden, Former Dave Ramsey ELP
Mark Roden, Former Dave Ramsey ELP is a reputable health and insurance agency located at 8931 Sherman Trail in Lantana, Texas, United States. With a strong background in financial planning and a commitment to helping clients make informed decisions about their health and insurance needs, Mark Roden offers expert guidance and personalized solutions. As a former Endorsed Local Provider (ELP) for Dave Ramsey, Mark Roden brings a wealth of knowledge and experience to his practice, ensuring that clients receive top-notch service and support. Whether you are looking for health insurance coverage or seeking advice on retirement planning, Mark Roden is dedicated to helping you achieve your financial goals and secure your future. Trust Mark Roden, Former Dave Ramsey ELP, to provide you with the guidance and expertise you need to make smart choices for your health and insurance needs.
HealthEquity
HealthEquity is a finance institution located in Irving, Texas, United States. We specialize in providing financial solutions for healthcare expenses, helping individuals and families save and invest for their medical needs. Our services include health savings accounts, flexible spending accounts, and health reimbursement arrangements. With our expertise and guidance, we aim to empower our clients to take control of their healthcare finances and achieve greater health equity.
State Farm Insurance
State Farm Insurance is a trusted health insurance agency located at 15503 Babcock Road in San Antonio, Texas. With a reputation for providing quality coverage and excellent customer service, State Farm is dedicated to helping individuals and families find the right insurance plan to meet their needs. Whether you are looking for health insurance for yourself or your family, State Farm Insurance is here to help you navigate the complex world of insurance and find a plan that works for you. Contact us today to learn more about our services and how we can help you protect your health and well-being.
Robert Brooker/Preferred Advisors
Robert Brooker/Preferred Advisors is a reputable insurance agency located at 1423 North Walnut Avenue in New Braunfels, Texas, United States. With a team of experienced advisors, they provide personalized insurance solutions to meet the unique needs of their clients. Whether you are looking for home, auto, life, or business insurance, Robert Brooker/Preferred Advisors is committed to finding the right coverage for you. Trustworthy, reliable, and customer-focused, this agency is dedicated to helping you protect what matters most. Contact them today for a consultation and see how they can assist you with your insurance needs.
Prudential | Jerry Feferman | Life Insurance & Annuities
Prudential | Jerry Feferman | Life Insurance & Annuities is a reputable finance and insurance agency located at 1523 South Crockett Street in Amarillo, Texas. Specializing in providing clients with comprehensive life insurance and annuity solutions, our experienced team is dedicated to helping individuals and families protect their financial future. With a commitment to personalized service and tailored financial planning, we strive to ensure that our clients receive the coverage and support they need to achieve their long-term goals. Contact us today to learn more about our range of insurance products and how we can help secure your financial well-being.
Michael Redix - State Farm Insurance Agent
Michael Redix - State Farm Insurance Agent is a trusted insurance agency located at 11929 University Boulevard in Sugar Land, Texas. Our team is dedicated to helping you protect what matters most, whether it's your home, car, health, or financial future. We understand the importance of responsible decision-making, which is why we offer valuable tips on avoiding the dangers of drinking and driving, planning for retirement medical expenses, and choosing the right coverage options for your needs.
Tom Clay - State Farm Insurance Agent
Tom Clay - State Farm Insurance Agent, located at 3602 Vista Road in Pasadena, Texas, is a trusted insurance agency with over 33 years of experience. Specializing in life, health, auto, home, renters, commercial, and business insurance, Tom Clay and his team are dedicated to providing the right coverage at the right price for their customers. They offer a wide range of discounts and ensure prompt and accurate claims service in times of need. As a responsible and compassionate agent, Tom Clay values his customers' time and is always available to help, whether it's through phone calls, emails, or in-person meetings. With a focus on personalized service and attention to detail, Tom Clay and his team strive to meet the ever-changing needs of their customers.
Cochran County Schools CU
Cochran County Schools Credit Union is a financial institution located at 118 Southwest 1st Street in Morton, Texas. Our credit union serves the employees, students, and families of Cochran County schools, providing a range of financial services including savings accounts, loans, and investment options. With a focus on community and member service, we strive to help our members achieve their financial goals and secure their futures. Visit us today to learn more about how Cochran County Schools Credit Union can help you manage your finances effectively.
SportRiderCoaching
SportRiderCoaching is a school located at 7629 Farm to Market 51 in Decatur, Texas, United States. Our institution focuses on helping riders improve their body position, lines, visual skills, and more in order to ride faster with less risk and effort. Whether you're new to the sport or transitioning into racing, we aim to share and develop a passion for riding motorcycles on the race track. Learning to ride a motorcycle can be challenging, but the rewards are truly exhilarating. At SportRiderCoaching, we strive to help you become a better rider faster than you ever thought possible. We offer coaching sessions two to three weekends a month in the summer, as well as during other seasons when weather permits.
Security Service Federal Credit Union
Security Service Federal Credit Union is a trusted financial institution located at 15000 Interstate 10 in San Antonio, Texas. As a member-owned credit union, we are dedicated to providing superior financial services and products to our members. With a focus on security and customer service, we strive to help our members achieve their financial goals and dreams. Join us today to experience the benefits of banking with a credit union that puts your needs first.
Navy Federal Credit Union
Navy Federal Credit Union, located at 6450 North Desert Boulevard in El Paso, Texas, is a financial institution that offers a range of services including banking, ATM access, and investment opportunities. With Digital Investor’s automated tools, you can start investing in just 10 minutes, or work with a financial advisor to create a personalized strategy. The institution also provides guidance on choosing a business credit card, assistance programs for entrepreneurs, and exclusive discounts for military members. Navy Federal Credit Union has been serving its over 13 million members since 1933, with a focus on providing the best financial services to the military and their families. Contact their 24/7 Member Services at 1-888-842-6328 for assistance.
Strength and Mobility Lab
Strength & Mobility Lab is a premier institution located at 100 Vintage Trail Drive in La Vernia, Texas, United States. Specializing in health and physiotherapy, our dedicated team believes in promoting aggressive approaches to help clients achieve their musculoskeletal needs with lasting results. We offer a tailored science-based program to train hard and recover fast, giving you the confidence and discipline to enjoy the lifestyle you desire. Our private setting offers a range of physical therapy services including manual therapy, therapeutic exercise, dry needling, and blood flow restriction therapy. We also provide specialized programs for student athletes, First Responders, and Seniors focusing on Strength, Power, Agility, Muscular, and Cardiovascular Endurance.
Texas Trust Credit Union
Texas Trust Credit Union is a trusted financial institution located at 109 Farm to Market Road 1382 in Cedar Hill, Texas. As a credit union, we offer a wide range of financial services to our members, including banking, loans, savings accounts, and more. Our convenient location makes it easy for members to access our ATM services and speak with our knowledgeable staff about their financial needs. Visit us today to experience the benefits of being a member of Texas Trust Credit Union.
Lakewood Insurance & Financial Services
Lakewood Insurance & Financial Services is a reputable insurance agency located at 12182 Veterans Memorial Drive in Houston, Texas. We specialize in providing a wide range of insurance products and financial services to meet the needs of our clients. Our team of experienced professionals are dedicated to helping individuals and businesses protect their assets and plan for a secure financial future. Whether you are looking for auto, home, life, or business insurance, we have the expertise and resources to tailor a comprehensive insurance package that fits your unique needs. Contact us today to learn more about how we can help you with your insurance and financial planning needs.
RFS Financial Services
RFS Financial Services is a trusted finance and insurance agency located at 6402 98th Street in Lubbock, Texas. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance coverage, or other financial matters, our knowledgeable staff is here to help. Visit us today to learn more about how RFS Financial Services can help you secure your financial future.
Financial Fitness is now Debits n' Credits LLC
Financial Fitness is now Debits n' Credits LLC, a leading accounting and finance institution located at 5099 U.S. 377, Aubrey, Texas, United States. Specializing in record keeping, payroll, and bookkeeping support, we are dedicated to providing relief for all your financial needs. Our experienced team has represented clients in IRS audits, ensuring we stay up-to-date on tax laws to handle even the toughest situations. With strategies tailored for both business and individual clients, we work diligently to tackle your most pressing financial issues. Our 100% virtual services make it easy for clients to access our support anytime, anywhere. However, in-person meetings are also available at our Aubrey location. With over 30 years of experience, we specialize in accounting and tax issues for the Transportation and Trucking Industry, offering tax resolution services and consultations to help businesses thrive. Referrals are rewarded, and discounts are available for First Responders and Active Military personnel. Our Client Care Package and Gold APP Membership offer additional benefits, ensuring a seamless and efficient tax preparation experience. Trust Debits n' Credits LLC for all your financial needs, and let us help you achieve financial success.
CORDA Investment Management, LLC
CORDA Investment Management, LLC is a finance institution located at 18756 Stone Oak Parkway in San Antonio, Texas, United States. At CORDA, we work with our clients to define their ideal investment approach that aligns with their strategic savings goals for today and the future. Our services include estate planning with a Board Certified Attorney, discounted estate planning documents through LegalZoom, and personalized financial guidance. With over 20 years of experience, CORDA Investment Management has helped families secure their financial future through tailored strategies and expert advice. We have multiple locations across Texas, Louisiana, Colorado, and Florida, ensuring accessibility and convenience for our clients. Contact us today to learn more about how we can help you achieve your financial goals.
First Command
First Command is a trusted institution located at 2101 Pat Booker Road in Universal City, Texas. As a bank, finance, and insurance agency, we offer a wide range of financial services to meet the needs of our clients. Our experienced team is dedicated to helping individuals and families achieve their financial goals and secure their future. Whether you need assistance with banking, investment planning, or insurance coverage, First Command is here to provide personalized solutions and expert guidance. Visit us today to learn more about how we can help you build a solid financial foundation.
CORDA Investment Management, LLC
CORDA Investment Management, LLC is a finance institution located at 8955 Katy Freeway in Houston, Texas, United States. At CORDA, we work with you to define your ideal investment approach that aligns with your strategic savings goals both now and in the future. Our services include estate planning with a Board Certified Attorney, with options ranging from $1,000 to $1,500, as well as discounted estate planning documents through our partnership with LegalZoom. With over 20 years of experience, CORDA Investment Management has been guiding families to financial security through personalized strategies, advice, and plans. We have additional locations in Austin, Dallas, San Antonio, Metairie, Broomfield, and Coral Gables to serve our clients nationwide. Please contact us at 713-439-0665 for more information or to schedule a consultation.
Charles Schwab
Charles Schwab is a renowned financial institution located at 166 Hargraves Drive in Austin, Texas, United States. Known for its exceptional financial services and expertise, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management solutions to help clients achieve their financial goals. With a strong reputation for reliability and customer satisfaction, Charles Schwab is a trusted partner for individuals and businesses seeking personalized financial guidance and support.
Truelytics By Envestnet
Truelytics By Envestnet, located at 14425 Falcon Head Boulevard in Austin, Texas, is a cutting-edge institution that offers the leading Advisor Transition Management platform for the wealth advisory, insurance, and tax industries. Powered by Envestnet | Yodlee, this platform is designed to help enterprises attract, grow, and retain advisory businesses while reducing transition costs. With a data-driven system and real-time updates, Truelytics provides over 40 benchmarks for firms, including valuations calculated by Discounted Cash Flow and Multiple of EBITDA. The Modern Financial Advisor podcast, hosted by Truelytics, shares insights and data to help financial advisors increase the value of their businesses. The institution's powerful analytics engine has benchmarked over 15,000 SEC-registered RIAs to create a free directory. TrueRecruit helps enterprises identify prospects, while TruePerformance Indices and KPIs offer a business health record for practice management. TrueContinuity provides emergency succession planning, while TrueMatch offers matchmaking capabilities for planned succession.
Charles Schwab
Charles Schwab is a renowned financial institution located at 11601 Alterra Parkway in Austin, Texas, United States. As a leading provider of financial services, Charles Schwab offers a wide range of investment products and services to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and customer service, Charles Schwab is dedicated to helping clients navigate the complexities of the financial market and make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Charles Schwab is committed to providing you with the tools and resources you need to succeed.
CORDA Investment Management, LLC
CORDA Investment Management, LLC is a finance institution located at 9600 Great Hills Trail, Austin, Texas, United States. With over 20 years of experience, CORDA provides families with guidance on investment strategies, advice, and financial plans to help them achieve security. The institution offers estate planning services with board-certified attorneys, as well as discounted estate planning documents through partnerships. While third-party ratings and recognition are not a guarantee of future success, CORDA strives to help clients define their ideal investment approach that aligns with their savings goals and future aspirations. With additional locations in Houston, Dallas, San Antonio, Metairie, Broomfield, and Coral Gables, CORDA Investment Management is dedicated to helping clients navigate the complexities of financial planning.
TD Ameritrade
TD Ameritrade is a leading financial institution located at 4210 82nd Street in Lubbock, Texas, United States. As a trusted provider of investment and trading services, TD Ameritrade offers a wide range of financial products and resources to help individuals and businesses achieve their financial goals. With a commitment to innovation and excellence, TD Ameritrade is dedicated to providing top-notch customer service and support to help clients navigate the complexities of the financial markets. Whether you're a seasoned investor or just starting out, TD Ameritrade has the tools and expertise to help you succeed in the world of finance.
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