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KM Accountants

(5)

Services For Individuals, Business Services, Quickbooks Services

“Katherine is a total class act, 100% aggressive with filing, super accessible and transparent, just a total joy to work with.”

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Global Wealth Advisors

(1)

Investment Management, Retirement Planning, Tax Planning

“A well-balanced allocation has provided both peace of mind as well as steady growth that makes me feel well protected in my retirement.”

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Guardian Financial Management

College Planning, Investment Services, Retirement Planning

“Located in Lewisville, Texas, Guardian Financial Management is a retirement income investment planner that uses diversified strategies and alternative investments with reduced risk to help our clients identify and understand a variety of retirement s...”

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Keyz2freedom Tax & Financial Services

Tax Preparation, Cashflow Managing Software, Credit Monitoring

“Every minute of every day, a large number of people are struggling financially. Our mission here at Keyz2freedom is to empower others with the most efficient financial principles and strategies, rendering the best quality of service in assisting othe...”

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Terry Hill & Associates

“We help business owners, key employees, retirees, and surviving spouses who prefer to delegate their wealth management to a professional. Our clients are financially successful, but would rather spend their time on more enjoyable things than watching...”

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Financial Edge

“After talking to us, you will know you have been heard. We begin by determining your financial and personal goals. We will create a plan that will help you achieve your goals. Money management is not an easy process. Effective money management involv...”

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First Choyce Solutions

“I'm passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so...”

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KPC Financial Solutions

“Attend one of our informational seminars to learn more about retirement planning, wealth management and more.”

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Ross Powell - Certified Financial Planner

“Ross Powell - Certified Financial Planner teaches clients how to handle their finances with tax planning, savings, and retirement planning services. Ross was an accountant for over 12 years and worked to build better futures for hundreds of clients. ...”

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Credit Repair USA

(15)

“If you are in the Real Estate Industry, whether it is lending or realtor, you will need a valuable partner for credit repair and strongly I suggest you work with Credit Repair USA.”

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Williams & Kunkel Cpas

(27)

Certified Public Accountants, Tax Preparation, Quickbooks Proadvisor

“They have assisted us with: birth of children, death of loved ones, inheritance, buying/selling of homes and vehicles, w2s, 1099s, childcare and education deductions, home office and small business, charitable donations and deductions, and so much ...”

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Tax Fix Now

(11)

Tax Services, Services For Individuals, Quickbooks Services

“Lindsey has assisted us in a number of decisions to make our tax burden easier to handle, especially since we've had 2 kids in college for the majority of the last decade with our 4 children.”

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Glast, Phillips & Murray

(16)

Team
Lawsuit
Matter

“And here is the part that might get your attention: I paid a retainer for these services and they indeed refunded part of that retainer since I did not use all of the retained hours of service.”

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Eisneramper

(3)

Accounting & Audit, Advisory, Outsourcing

“Eric and his team have provided great tax advice over the last 2 years!”

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Precision Tax and Bookkeeping Services

(30)

Tax Services, Tax Problem Resolution, For Small Businesses

“Rick is very knowledgeable in the field, professional, and friendly; he does his work ahead of time and takes good care of his clients, I definitely will continue doing business with him.”

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King Financial Services

(10)

Tax Prep, Individuals, Businesses

“Alex was able to quickly turnaround a pre-approval over the weekend so that we could submit an offer on a house.”

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Chessman Wealth Strategies

(30)

Financial Planning, Retirement Planning, Estate Planning

“It was my father who first recommended Wade to us when Amy & I got married over 20 years ago and we are so grateful for their expertise and the gentle way they have worked with us through the years as well as their no nonsense approach to helping us ...”

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Hinckley Cook

(8)

Financial Services For Individuals, Business Services, Quickbooks Services

“My tax situation changed drastically this year and after doing my own taxes for years it was time to take it to a professional.”

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Your Money Matters | Tax Preparation Office

(30)

Questions
Call
Fee

“Originally, we had done 1800 Accountant but their failure in actually assisting our business led us searching desperately for an actual CPA, which thankfully brought us here!”

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Compass Retirement

(30)

Team
Solid
Individual

“What really impressed us was the way you took the time to get a feeling for where we were in our journey towards retirement, at the depth of knowledge, lateral thinking and your common sense approach.”

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Creditassociates

(26)

Settlement
Credit Score
Court

“I have to confess, I went through a lot of stress and got really scared that I gave my information out to scammers, but when I called them, they were very patient and explained everything and I feel much better now.”

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Meredithcpas

(26)

Accounting Services, Tax Services, SOC Audit

“All of the Meredith staff, with whom I have had the pleasure and privilege of working with, have always been exceptionally courteous, truly knowledgeable and tremendously helpful in serving all my accounting needs.”

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Peach Capital INC

(29)

Loan
Company
Professional

“Peach Capital INC is very informative throughout the entire process and was always available whenever I needed him, also he told me a few options that I personally liked that they weren't as good as they look that made my trust in the company even mo...”

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The Tax Planning Pros

(21)

CFO Services, Asset Protection, Wealth Preservation

“I also have taken coaching classes through another CPA who writes books on tax deductions and even I was impressed with Jeff's knowledge on understanding good deductions and understanding tax code.”

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Average Cost	$3519
Minimum cost	$1173
Maximum cost	$9968
Avg Per Hour Rates	$352

Best Financial Advisors in Lewisville, TX

The highest-rated Financial Planning & Wealth Management companies out of 119 vetted & reviewed in the Lewisville area.

KM Accountants

Global Wealth Advisors

Guardian Financial Management

Keyz2freedom Tax & Financial Services

Terry Hill & Associates

Financial Edge

First Choyce Solutions

KPC Financial Solutions

Ross Powell - Certified Financial Planner

Credit Repair USA

Williams & Kunkel Cpas

Tax Fix Now

Glast, Phillips & Murray

Eisneramper

Precision Tax and Bookkeeping Services

King Financial Services

Chessman Wealth Strategies

Hinckley Cook

Your Money Matters | Tax Preparation Office

Compass Retirement

Creditassociates

Meredithcpas

Peach Capital INC

The Tax Planning Pros

Retirement Planning and Investment Management Services in Lewisville, TX Cost Estimates

Why these companies made our list

Wealth Management Advisors near Lewisville

Popular in Lewisville