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.”

“It's a small business, the heart and make up of America, with 3 locations in Dallas, Tx, and growing but not at the risk of losing that personal touch that makes them so great.”

“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.”

“Year after year he has consistently help us with every aspect and last year 2020 taxes he saved us a lot of taxes just by suggesting that we move to an s-corp vs LLC..”

“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...”

“CardConnect provides simple payment processing, seamless integrations and powerful security solutions for SMBs, software companies and enterprise businesses. Learn more.”

“We conducted the entire thing via email and phone due to my work schedule, and John and Chris both were phenomenal in answering all of my questions, walking me through processes, and completing the return quickly.”

“, 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.”

“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.”

“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.”

“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.”

“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”

“She has gone the extra mile for me many times.”