Best Financial Advisors in Carrollton, TX

“Being 10 years older than my wife, statistically I'm dieing 1st so the need is highly trustworthy advisors.”

“Have dealt with Dorado several times now and they have been lighting fast on all fronts.”

“Worked with us on several accounts to date.”

“He took the time at our first meeting to develop a full understanding of what Wanda and I wanted to accomplish and the means we had available to accomplish our goals.”

“Our philosophy is not to simply provide financial services, but to provide partnership and council every step of the way. We seamlessly coordinate the many components of your wealth management plan and are committed to providing financial clarity, so...”

“Siby is a Certified Public Accountant (CPA) in Texas; his expertise includes taxation and internal audit, all with business needs. His vast experience in varied verticals has enabled him to analyze and solve complex problems quickly. With due diligen...”

“He makes sure I have a good understanding, discusses any changes from last year (including previous filing specific details) as well as upcoming tax changes that I can expect to see the next year”

“When we had some trouble with our previous bookkeeper and had to rectify some misfilings and issues, my friend, who had been their customer for years, referred me to them.”

“, For all your personal and business finances they are very informative as well as very concerning when it comes to what's best for you and your business we definitely will be using them for all our future Financial accounts.”

“They provide materials that help me stay organized, and when I have questions, they respond immediately, listen carefully, and give me information that is clear, succinct and accurate.”

“Sitting in a office with a person, and throwing them all my questions, ideas and concerns gave me a better understanding of my taxes needs, and how to prepare for next year.”

“This year we got everything to them later than expected but Rick was able to turn it around within a few days (during the busy season) and still managed to save us around $6K.”

“If you want to receive information from someone who makes your process simple and enjoyable, you should contact Beatriz, she will guide you in the right direction always with a smile!!!”

“This insightful presentation in itself has saved us years of knowledge gathering and broadened the horizons of what we dreamed of achieving with our company.”

“Scott & Angela are excellent at evaluating your situation and putting together a comprehensive retirement plan that will address future income, taxes, healthcare, social security and more.”

“Brittany and Blake have helped us with planning our retirement, tax savings, college funds, overseeing practice performance and efficiency, among other things.”

“An EFG representative reached out to me and reviewed my case, and after providing the repair shop invoice, they are gong to cover the part by sending a check”

“We had a sudden and unexpected change in life circumstances and they were extremely helpful and compassionate in helping us navigate some new challenges.”

“After being retired now for just over 3 years, we have complete peace and confidence knowing that Rob and the team at North Texas Wealth Management are hard at work ensuring our finances are being professionally managed.”