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Best Indian Certified Financial Planners in Dallas Fortworth Area

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Best Financial Planning in Dallas Fortworth Area

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The Guru Enterprises

Experience - 5

From the Business : The Guru Enterprises specializes in providing a comprehensive range of financial services aimed at helping individuals and businesses manage their finances effectively. They offer expert tax planning and preparation to minimize liabilities, along with investment advisory services to guide clients in making informed investment decisions. Their wealth management services are designed to help clients grow and preserve their wealth, while their retirement planning solutions ensure a secure financial future. By tailoring strategies to each client’s unique needs, The Guru Enterprises stri...

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Rajendra Lodha Financial Consultant

Experience - 5

From the Business : Rajendra Lodha is a financial consultant with extensive experience in providing financial advisory services to individuals and businesses. Specializing in investment planning, tax strategies, and wealth management, he offers tailored financial solutions that aim to maximize returns while minimizing risks. Rajendra works closely with clients to understand their financial goals and provides guidance on a range of services, including retirement planning, estate planning, and insurance. His expertise helps clients navigate the complexities of the financial world, ensuring they are well-...

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GMR Financial Group

 75070 Texas Trail, McKinney, TX, United States
Experience - 7

From the Business : GMR Financial Group, founded by Ramana Goduru, is an independent financial services firm based in McKinney, Texas. The company provides a wide range of financial solutions including life insurance, retirement planning, education funding, estate planning, and investment advice. With a client-focused approach, GMR Financial Group is committed to helping individuals and families achieve their financial goals through personalized strategies and professional guidance. As an independent agency, they offer access to multiple insurance and investment products, ensuring clients receive unbia...

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Smart & Bright Bookkeeping, LLC

Experience - 3

From the Business : Smart & Bright Bookkeeping, LLC is a professional financial services firm committed to helping small businesses and entrepreneurs manage their finances with confidence. They offer a full range of services including Bookkeeping, Payroll Services, Accounting, and Financial Reporting. With a focus on accuracy and personalized support, the team ensures that clients have clear, up-to-date financial information to make smart business decisions. Whether you're just starting out or need help streamlining your financial operations, Smart & Bright Bookkeeping is here to make things ea...

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Maya Malani Financial Professional

Experience - 2

From the Business : Maya Malani is a skilled and experienced financial professional who offers a wide range of financial services. Specializing in areas such as financial planning, retirement planning, investment management, tax consulting, and insurance services, Maya helps clients navigate complex financial decisions and achieve their long-term goals. With a focus on personalized strategies, she provides expert guidance to individuals, families, and businesses, ensuring financial security and stability. Through in-depth analysis and tailored solutions, Maya Malani works to optimize her clients' finan...

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ISHA Financials USA

 75024 Texas Trail, McKinney, TX, United States
Experience - 2

From the Business : We offer a full range of financial services designed to help individuals and families plan for a secure future. Our expertise includes college planning and funding, helping parents prepare for their children’s education expenses with smart savings strategies. We also guide clients through estate planning to ensure their assets are protected and passed on smoothly. As trusted financial advisors, we assist with comprehensive financial planning, including financial statement analysis to understand income, spending, and net worth. Our investment management services focus on building and...

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JayKurani CPA

 5049 Edwards Ranch Rd, Fort Worth, TX 76109, United States

From the Business : From a young age Jay has had a natural inclination towards numbers and attention to detail.He completed his undergrad at UT Austin (with a degree in Economics and a minor in Statistics). Jay then completed a Master’s degree in Accounting with The University of North Carolina at Chapel Hill, which prepared him aptly for his internship and full time offer in Financial Services Assurance with Ernst & Young and later on Goldman Sachs. As a CPA, he is perfectly suited to serve your Accounting needs.Jay enjoys playing tennis and basketball, watching the NBA and the NFL, traveling, an...

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Rahman CPA

 801 E Campbell Rd suite 245c, Richardson, TX 75081, USA
Experience - 10

From the Business : Anisur Rahman is a highly experienced and knowledgeable professional in the field of accounting. As the managing principal and founder of his firm, he brings a wealth of expertise and a strong educational background to his work. Rahman holds a CPA license in both Texas and Connecticut, demonstrating his commitment to upholding the highest standards of professionalism and ethics in his practice.With an MBA degree under his belt, Rahman has a solid foundation in business management and finance, which allows him to offer comprehensive financial solutions to his clients. Over the course...

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Apek Mulay Financial Advisor

 3242 Preston Road suite 100, Plano, TX 75093, USA
Experience - 7

From the Business :

Our offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We ...

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Cadre Financial Solutions

 1506 N Greenville Ave #220, Allen, TX 75002, United States
Experience - 5

From the Business :

Cadre Financial Solutions is a dedicated financial services firm founded by Sandip Bodalia, focused on helping individuals, families, and business owners plan for a secure and confident financial future. The firm offers a comprehensive range of services including estate planning, retirement planning, lifetime income strategies, IRA and 401K rollover support, annuities, life insurance, mortgage protection, investment guidance, and planning for wills and trusts. Each service is tailored to fit the unique goals and circumstances of every client, with...

Showing 49 - 58 of 58 results
Enkay Tax And Financial Services Inc

Enkay Tax And Financial Services Inc

 777 S Central Expy, Richardson, TX, USA

From the Business : Enkay Tax and Financial Svcs, LLC is a Plano, Texas-based firm providing one-stop trusted and reliable services to support businesses and Individuals in the following areas. As a small business owner, we understand the needs of each and every busi...

Jijo Valiyaparambil, CPA, EA

Jijo Valiyaparambil, CPA, EA

 2625 North Josey Lane, Carrollton, TX, USA

From the Business : "Certified Public Accountant/Enrolled Agent/Financial Advisor Practicing full-service tax, accounting and financial planning and dedicated to serving the business and personal financial needs of all specialties. Specific services include: - Tax Co...

Iris Wealth Advisory

Iris Wealth Advisory

 17250 Dallas Pkwy, Dallas, TX, USA

From the Business : Iris Wealth Advisory (IWA) is a multi-strategy investment advisory and management firm which creates customized investment strategies for clients . IWA is a class apart in leveraging on our industry experience and expertise, combined with necessary...

Gotax Global (Anand Gopal CPA)

Gotax Global (Anand Gopal CPA)

 500 N Central Expy Suite 500 BV

From the Business : Anand Kumar Gopal is US CPA from Montana and Texas. Gotax Global offers taxation and financial services to individuals, businesses from small scale to giant MNCs across various industries in and around USA. We offer guidance and figure out the iss...

Stractical Financial Solutions LLC

Stractical Financial Solutions LLC

 13477 Marmolada Drive, Frisco, TX, USA

From the Business : I am one of the most distinguished Financial Planning consultants in Frisco, TX. I specialize in Financial Analysis and Planning, Investment Diversification strategies and Life Insurance needs. I also help parents with unique ways to save for their ...

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