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Nearby Neighborhoods:5401 North, Abbington Ridge, Addison Reserve, Alexander Place
From the Business:GST Financial Services, led by Thirumal Murugan, offers comprehensive financial planning solutions designed to support individuals, families, and businesses. The firm specializes in estate planning, retirement planning, wealth management, business succession planning, and long-term financial strategies. With a focus on creating personalized plans that align with clients' goals, GST Financial Services ensures that all aspects of financial security are addressed, providing clients with peace of mind and a clear path to future success.Read more
Majestic Wealth Builders
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8 Years in Business
- Commercial Business Insurance Services
Nearby Neighborhoods:5401 North, Abbington Ridge, Addison Reserve, Alexander Place
From the Business:I’m Chirag, a dedicated Financial Services Professional with a strong passion for helping individuals, families, and businesses achieve their financial dreams and goals. With years of experience in the industry, I specialize in creating tailored financial strategies that address a wide range of needs, including Life Insurance, Retirement Planning, Wealth Building, and more. My approach is built on a foundation of honesty, integrity, and leadership. I believe that every client deserves personalized guidance that aligns with their unique circumstances and aspirations. Whether you are planning for a secure retirement, protecting your loved ones through comprehensive life insurance, or growing your wealth through smart investment strategies, I work closely with you to develop solutions that fit your lifestyle and long-term objectives. Empowering my clients is at the heart of what I do. I strive to educate and inform, ensuring that you feel confident and in control of your financial decisions. By partnering with me, you gain not only expert advice but also a trusted ally who is committed to your success every step of the way.Read more
Nearby Neighborhoods:5401 North, Abbington Ridge, Addison Reserve, Alexander Place
From the Business:Welcome to Retire Wisely Financial Services Inc, where we are committed to helping our clients achieve their financial goals and plan for a comfortable retirement. Our team of experienced financial professionals provides a range of services, including wealth building, financial planning, investment advice, retirement planning and estate planning. Our wealth-building services are designed to help you grow and protect your assets. We offer a variety of investment strategies, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help you create a diversified portfolio that aligns with your investment objectives and risk tolerance. Our investment advisors monitor your portfolio on an ongoing basis to ensure it remains aligned with your goals and objectives. We also offer financial planning services to help you make informed financial decisions. Our financial planners work with you to create a comprehensive financial plan that takes into account your income, expenses, debt, and savings. We provide guidance on budgeting, debt management, among other topics, to help you achieve your financial goals.Read more
Surefinbiz Financial Services
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15 Years in Business
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Language:Telugu , English +1 more
- NPN 19454748
Nearby Neighborhoods:5401 North, Abbington Ridge, Addison Reserve, Alexander Place
From the Business:SureFinBiz is a financial services company founded by Surender Reddy Yampally with a mission to support families in achieving financial security and independence. Drawing on over two decades of professional experience, the company offers a wide range of services including investment planning, retirement planning, tax savings, life insurance, estate planning, and college savings strategies. SureFinBiz is committed to making financial planning accessible and empowering clients with the knowledge and tools they need to make informed decisions. Additionally, the company provides business opportunities and training for individuals interested in building a career in the financial services industry, helping them succeed through mentorship and support. At its core, SureFinBiz strives to ensure that no family is left behind on the path to financial well-being.Read more
Nearby Neighborhoods:5401 North, Abbington Ridge, Addison Reserve, Alexander Place
From the Business:An independent, privately-owned, fee-based registered investment advisor based in downtown Pittsburgh, Pennsylvania. The firm focuses on guiding clients toward long-term financial success through a disciplined investment strategy rooted in timeless philosophies and modern financial tools. They offer services in life insurance, retirement income planning, Social Security education, asset allocation, and Medicare planning, aiming to deliver tailored strategies that foster clarity and confidence in clients’ financial lives. Established as a closed joint-stock company, this Russian consulting group provides integrated services across finance, legal, and accounting disciplines. Its offerings include due diligence and audits, corporate structuring and registration, tax planning and accounting outsourcing, as well as secretarial support and document archiving. They emphasize confidentiality, thorough customer service, and the use of cutting-edge technology to deliver efficient, reliable corporate support in Russia and abroad.Read more
Trillium Square Advisors LLC
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15 Years in Business
- CRD 296487
Nearby Neighborhoods:Braefield, 5401 North, Abbington Ridge, Addison Reserve
From the Business:Trillium Square Advisors LLC is a full service wealth management firm. We are fiduciary financial planners and can help you with your retirement or ongoing financial planning needs. We also help your business with setting up retirement plans and tax planning. We have extensive experience evaluating financial markets and investments. Our goal is to utilize this expertise in meeting the unique needs of our clients. Our practice is led by Sukesh Pai. Prior to founding Trillium Square Advisors, he served at QMS Capital Management LP and Morgan Stanley & Co. He is a holder of the Chartered Financial Analyst ® designation and has an MBA from Duke University where he was a Fuqua Scholar. We specialize in Retirement Planning, Cash Flow Analysis, College Education Planning, Financial Forecasts, Investment Management and Tax Planning.Read more
Trident Financial Consultants
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3 Years in Business
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Language:English , Hindi +1 more
Nearby Neighborhoods:5401 North, Abbington Ridge, Addison Reserve, Alexander Place
From the Business:Trident Financial Consultants, led by Alok Navapura, is a reputable financial advisory firm specializing in offering a broad range of financial services. With a focus on wealth management, investment planning, retirement solutions, tax optimization, and more, Trident Financial Consultants provides tailored financial strategies to help clients meet their unique goals. Alok Navapura brings years of experience and expertise to the table, ensuring that each client receives the right advice and solutions to navigate the complexities of their financial journey. Known for a client-first approach, the firm is committed to helping individuals and businesses achieve long-term financial stability and success through thoughtful planning and professional guidance.Read more
Naimesh Shah – Independent Financial Advisor At Money In A Nutshell Inc.
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15 Years in Business
- 19414476
Nearby Neighborhoods:5401 North, Abbington Ridge, Addison Reserve, Alexander Place
From the Business:My Reasons to become Financial Advisor are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our experience of personal finance, coupled with our successful track record as financial professionals, we can help people better prepare for the future. We offer comprehensive financial services under one roof so you can consolidate your finances and simplify your life. Securities offered through Avantax Investment ServiceSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServiceSM . Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019. Money In A Nutshell Inc is not a broker/dealer and/or an investment adviser. Money In A Nutshell Inc and Avantax are not affiliated. Read more
Manjeet Singh, Financial Service Professional
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1 Year in Business
- Lic.# 0L74119
Nearby Neighborhoods:Guadalupe River Trail, 5401 North, Abbington Ridge, Addison Reserve
From the Business:Manjeet Singh was born in Chandigarh, India, and earned his degree in Hospitality from Punjab University. He began his career with success at the prestigious Imperial Hotel in New Delhi before moving to California. There, he met his wife Baljit and together they have two children. Manjeet enjoys spending quality time with his family, especially exploring parks and connecting with nature. In 2017, Manjeet transitioned into the financial services industry, starting his career with Wells Fargo Bank. The following year, he joined MassMutual Northern California, where he quickly established himself as one of the company’s top agents. Specializing in serving families and small business owners, Manjeet offers personalized financial strategies that focus on building security and long-term wealth. Manjeet’s clients span across multiple cities including South Bay Peninsula, San Jose, Milpitas, Fremont, Berkeley, Modesto, Tracy, Stockton, Manteca, and Los Angeles. His deep understanding of diverse client needs and commitment to integrity have earned him a reputation as a trusted advisor. Driven by a passion to help others achieve financial stability, Manjeet combines his hospitality background with financial expertise to provide caring, client-focused service. He is dedicated to empowering his clients with the knowledge and tools necessary to secure their financial futures.Read more
FinFree Services LLC
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1 Year in Business
- 3760952
Nearby Neighborhoods:River Walk, 5401 North, Abbington Ridge, Addison Reserve
From the Business:Finfree is a next-generation platform that has made investing easier and more accessible than ever before. We are committed to promoting social investing. In this path, we want to produce solutions that exceed expectations and create new values tailor-made for investment enthusiasts. We are passionate about what we do and strive for excellence in all the services we offer. We are constantly trying to improve and renew our tools so that our users can stay one step ahead in their investment choices. We listen to and care about the feedback from all of our users. We always prioritize their needs and aim to exceed expectations. We believe we can achieve more by working together. That's why we're expanding our circle of knowledge with a community of analysts who share their knowledge and insights with our users. We are a newly formed financial services company that deals with life insurance, annuities, retirement income planning, and wills and trusts. We are interested in offering these financial services to the community and also making partners in other regions.Read more
Ez Taxfile
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5 Years in Business
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Claimed
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Closed now
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Language:English , Telugu +2 more
Nearby Neighborhoods:State Fair
From the Business:Ez Taxfile Tax Preparation Services from $50 in Troy is specialized in Finance & Taxation services, Tax Preparation services and E File. They are servicing throughout the United States and Canada. They are expertise in providing services like Individual Tax Return, IRS Audit, IRS Representative and Sales Tax Return. Ez Taxfile Tax Preparation Services are available only on weekdays from 9:00 to 18:00. They are tailored to the unique needs of each client, securing the best possible results and maximized returns. They give equal attention to all of their clients. Ez Taxfile Tax Preparation Services are IRS Designated Registered Tax Return Preparer (RTRP) and IRS Authorized E-File provider. By combining their expertise, experience and the team mindset of their crew, they promise that every client receives the close analysis and attention they justify. Their dedication to the high standards, engaging of seasoned tax professionals and work moral is the main reason their client base increases year after year. Ez Taxfile Tax Preparation Services’ mission is to help the clients maintain financial activity in the present, while taking a proactive approach to achieve the forthcoming goals. It requires open communication to reach an understanding of their clients need through research and robust analysis. Ez Taxfile Tax Preparation Services is dedicated to meet those goals with high standards of perfection and professionalism. They have been a predominant of many business communities for years and pride themselves on the level of revere they have earned. They accept Cash as the mode of payment.Read more
PG CPA,PC
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16 Years in Business
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Claimed
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Closed now
Nearby Neighborhoods:Plaza Park
From the Business:PG CPA, PC, your CPA in the clouds, provides a full range of virtual accounting, bookkeeping, consulting, outsourcing, and tax services. Welcome to PG CPA, PC We can ensure that your financial records are maintained correctly and accurately. We can also assist in setting up and training your staff on the financial systems that you might be using or installing. We work with you to ensure that your personal or business processes are conducted in a manner that ensures ongoing integrity in your financial transactions. Accounting services no longer require in-house staff and all the accompanying overhead expenses and hassles. Advances in technology now allow us to securely provide you with accounting and bookkeeping services anywhere in the world. You can access your financial information and business files online, anytime, for a fraction of the cost of in-house accounting. ? We have developed a unique system that makes it quick and easy to file your taxes. Whether you live overseas, or simply prefer to work with us remotely, you will find our services are the right fit. We provide the same level of service online that you would receive sitting in our office, and we utilize the most secure methods in transmitting your private information. Our services include, but are not limited to: Bookkeeping Accounting? Small Business and Individual Income Tax Planning? Tax Preparation- Individiuals and Businesses Accounting Set-Up We understand that each business has unique needs. We can create a custom accounting, document management, and storage solution to fit your business. As an added benefit, we are available to answer your questions and help with your ongoing tax planning and changing business needs. Read more
Venkatarami Reddy CPA
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5 Years in Business
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Claimed
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Open 24hrs
From the Business:I am one of the most distinguished Financial & Taxation Services in Texas City, TX. Venkatarami Reddy, CPA, based in Texas, is a seasoned financial expert with over 5 years of experience, offering a wide range of accounting and financial services. Specializing in Accountant Services, Banking Services, Investment Management, Tax Consulting, Tax Preparation, Bookkeeping, Multinational Accounting, and Payroll Processing, I provide comprehensive solutions for both individuals and businesses. My services extend to areas such as IRS representation, estate and retirement planning, financial forecasting, and international tax consulting. With a strong focus on personalized attention, I help clients navigate complex tax laws and financial regulations. Whether you need help with financial statement analysis, business succession planning, or incorporation services, I’m available 24/7 to offer expert guidance tailored to your needs. My goal is to provide efficient, reliable financial support to help you achieve long-term success.Read more
From the Business:Empowering Families Through Financial Freedom! Where licensed financial professionals stand ready to guide you through a comprehensive suite of services that address the full spectrum of your financial needs. At the heart of our commitment is a team of experienced professionals dedicated to delivering personalized solutions. Whether you’re focused on securing your present with robust protection planning, envisioning a fulfilling retirement, or ensuring your loved ones’ educational dreams through college savings planning—we’ve got you covered. Our Mission Empowering Families Through Financial Freedom. Our Vision Creating Financial Wealth for Everyone.Read more
Fintechnica
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15 Years in Business
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Claimed
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By Appointment
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Language:English , Hindi +1 more
- Confidential financial analysis and prove
From the Business:Mayine International is an independent marketing company that is bringing Wall Street to Main Street. No matter what financial challenges clients may face, Mayine International has the experience and resources to create a successful financial plan. Our experienced licensed associates teach our clients about the "Circle of Safety". In these unprecedented financial times, it is important to help clients preserve their capital, while seeking long-term growth and appreciation. Our associates are among the most educated and well-trained in the industry. When you work with Mayine International, you know that you are working with the best.Read more
Business Offers
Lonestar Consulting Group
Lonestar Consulting Group
FinFree Services LLC
Manage My Taxes Inc - Pay Less Taxes Legally
Manage My Taxes Inc - Pay Less Taxes Legally
Ratings & Reviews for Financial Advisor
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5/5
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Based on 5 reviews
I would highly recommend Prorata! They've been an absolute lifesaver for me and my small business. From sorting out my taxes to providing valuable financial advice, they've been there every step of the way. The team is incredibly knowledgeable, professional, and always willing to go the extra mile to help. Plus, they explain everything in a way that's easy to understand, which is a huge relief for someone like me who isn't a numbers person.
Jay is an amazing professional - extremely responsive and diligent at what she does We have had an amazing experience working with her All the best Jay
Alam is an excellent tax accountant. We have been using his services for the past 5 years. He is thorough in his task and well versed in taxation. It’s been wonderful working with him and strongly recommend anyone who is looking for help with taxation and accounting
Every time without exclusion the best service. Can contact them anytime even after hours and you will get a response promptly. Has decreased my workload and stress managing my tasks for me. Will definitely recommend them. They are as trustworthy as possible!
Maria has been doing my taxes for the last few years and has done a tremendous job! She is very knowledgeable and thorough.
Everything You Need to Know About Financial & Taxation Services
How Global Events Like the Ukraine Conflict Affect Your Investments and Taxes
International conflicts can have far-reaching consequences, not just on geopolitics but also on the global economy. The ongoing situation in Ukraine serves as a stark reminder of how these events can influence taxation and investment landscapes, creating challenges and opportunities for individuals and businesses alike.
Understanding the Child Tax Credit: Maximizing Your Benefits
What is the Child Tax Credit? The Child Tax Credit (CTC) is a U.S. tax benefit that helps families manage the financial responsibilities of raising children. It reduces tax liability for eligible parents and offers partial refunds even if no taxes are owed. To qualify, the child must meet specific criteria, including age, relationship, residency, and citizenship. The credit supports essential expenses like childcare and education, providing financial relief and stability for families.
Understanding Self-Employment Taxes: A Comprehensive Guide
What is Self-Employment Tax? Self-employment tax is a critical aspect of managing your finances as a self-employed individual. Unlike traditional W-2 employees, self-employed individuals must handle their own Social Security and Medicare taxes, collectively known as self-employment tax. This tax ensures that self-employed workers contribute to these essential programs. How much is Self-Employment Tax?
What a TikTok Ban Could Mean for Business Taxes and Compliance!
Navigating the tax and compliance implications of a TikTok ban requires proactive planning and expert support. Businesses are encouraged to consult finance and taxation professionals to maximize deductions, ensure compliance, and develop sustainable strategies for future growth. These experts can provide tailored advice to help businesses transition smoothly and stay competitive in an evolving digital landscape.
Understanding the Decline in Your Tax Refund This Year
Why Tax Refunds Are Lower This Year Many taxpayers in the USA and Canada have noticed a significant drop in their tax refunds in 2024. This trend can be attributed to several factors, including changes in tax laws, adjustments in withholding, and the expiration of pandemic-related tax benefits.
Why Filing Taxes Isn’t Just a Responsibility—It’s a Power Move!
Let’s face it: nobody jumps out of bed yelling “Yay! It’s tax season!” (unless you’re a CMA with a caffeine addiction). For most of us, taxes are more like that distant cousin you only remember when they show up — demanding attention, documents, and deadlines.
How to Spot a Great Finance & Tax Expert in the U.S. (Even If You Slept Through Math Class)
So, taxes are due, deductions look like gibberish, and financial jargon makes you want to run. You tell yourself, “I’ll Google it” — but 3 tabs later, you’re watching cat videos and forgetting what HRA even means. Enter: The Finance & Tax Expert — your budget’s best friend and confusion’s worst enemy. But how do you know who’s good?
Understanding Taxes on 401(k) Distributions: What You Need to Know
401(k) distributions refer to withdrawing funds from your retirement account, with tax implications based on timing and method. Standard withdrawals after age 59½ are taxed as ordinary income, while early withdrawals may incur a 10% penalty plus taxes. Rolling over to another retirement plan can avoid immediate tax consequences. It's essential to plan distributions, understand exceptions, and consult professionals to manage taxes effectively.
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Manage My Taxes Inc - Pay Less Taxes Legally
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