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John Wucinski, Cpa, CFP

(45)

Tax Preparation, Wealth and Estate Planning, Financial Planning

“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.”

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Tax Plus Etc.

(49)

Services For Individuals, Business Services, Services For Quickbooks

“I can't say enough about Tax Plus they're very professional, very responsive, they are on the money all the time and I've been doing business with them for over 10 years now so that has to say something!!”

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Texxas Take Over

(50)

Mentor
Passionate
Forex

“I'm extremely honored to be apart of this program Chris provides us with everything we need to know but it's left up to me the individual to put in the time and effort to be successful I haven't made it to my destination yet of being a successful tra...”

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Deirdre L Taylor, CPA

(22)

Services For Individuals, Business Services, Services For Quickbooks

“The templates, guidance and critique she provided, forced me to research my business from an entrepreneur mindset and look at the reality and potential problems I could face, but allow me the opportunity to pivot and revamp before the problem occurs.”

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Creditassociates

(33)

Creditors
Debt Relief
Accounts

“Sometimes in life there are unexpected situations that we have no control over which may cause an overwhelming stress on our financial capabilities, which has happened to me.”

FAQs

What happens if I am unable to save funds for the program?

This is a savings based program, so if you are unable to accumulate funds then we will not be able to resolve your accounts. It is imperative to the success of your program that you continue to make your monthly savings commitment on time; any delay could negatively impact your plan.

Does CreditAssociates have control of my savings?

No, you are in complete and sole control of your savings. When you agree to settle an account, your payment will be funded through your Special Purpose Savings Account based on your authorization.

Do I continue to accrue interest and late fees while I am in the program?

Yes, late fees and interest typically continue to accumulate, however our experienced Negotiations Team will always attempt to settle your account with your original balance in mind.

How will my debts be negotiated?

We have established relationships with most of the major creditor networks which allows us the ability to submit your accounts through our partnerships. This lays the groundwork for future settlement opportunities on your accounts, many of which you will receive before you have sufficient funds ready to fund settlement offers. Creditors are willing to offer discounts based on your hardship situation and you may receive fewer collection calls should your account be placed with one of our partners.

Will CreditAssociates provide me with a separate and clear Disclosure Statement?

Yes, at the time of enrollment, we will provide you with and a clear and concise Disclosure Statement. Once you have enrolled, you should go back and regularly reread that Disclosure Statement and contact us if you have any questions.

You can find more info on the FAQ page of our website.

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Chessman Wealth Strategies

(32)

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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J Chester & Associates

(43)

Questions
Books
Tax Return

“I am the office manager (Rhonda) here at Daryl Howard Master Electrician and through thick and thin they are always there for us when we need help, and don't know we would have faired keeping up with all the Covid information.”

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Third Act Wealth Management

(30)

Team
Tailor
Retirement

“My portfolio grew nicely the next few years and when COVID turned the markets upside down, Nick was ready with a defensive strategy that limited my exposure and positioned my portfolio to grow as we came out of the COVID pandemic.”

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Dewitt & Dunn

(36)

Annuities, Retirement, Life Insurance

“I recently had the pleasure of meeting with Cathy and her team, and I was very impressed with their extensive knowledge and top quality customer service.”

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Five Rings Financial Texas

(24)

Company
Team
The Future

“My wife and I a few years ago attended a class that was being hosted by five rings financial I learned things that I didn't know we followed up by having an appointment with Michelle Upton and she took great care and seeing what our needs were follow...”

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Edwards & Associates

(17)

Dental Practice Consulting, Monthly Core Services, Transition Services

“They are an incredible and honorable accounting firm with great skills in analyzing data, proficient in working with dental practices and in preparing financial documents, as well as business tax returns, among other services that they provide.”

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McGowan Group Asset Management

(4)

“Been listening to Spencer pretty much since he has been on the radio and I trust him and his staff (and dad) implicitly.”

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Openair Advisers

(23)

Financial Advisor
Information
Team

“Jon Lawton has been my financial advisor for many years and has always done an excellent job.”

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Caldwell Wealth Management

(33)

Life Insurance
Patient
The Future

“Wonderful educated young man with a lot of experience!”

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Real Tyme Tax Services

(42)

Questions
Tax Administration
Tax Preparer

“First Time Filing with Asea and she was very professional and made sure to break everything down and trustworthy of filing taxes with Low Fees will definitely be a permanent client and come back again next year !!”

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L&H Cpas and Advisors - Dallas CPA Firm

(18)

Small Business Tax & Accounting, Personal Tax, Wealth Management

“As a bookkeeper posting client transactions to Quick Books in order for a CPA to prepare tax returns, I am very grateful for the integrity, intelligence and timeliness provided by Bryan Davis, CPA, the communication and team effort from Tzu-Hu Yang, ...”

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Frazier Financial Group

(21)

Quality
Expertise
Company

“Very friendly helpful wonderful company great customer service they saw me as an individual and took care of me as a customer they worked with me and helped me the best way possible I'm so greatly appreciated for Fraser financial group”

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Sfmg Wealth Advisors

“We are fee-only wealth advisors based in Dallas, Texas. Fee-only means we are only paid by our clients and do not receive any other compensation based on the sale of products or trades we place. We use data, research and care to help you feel secure ...”

Featured

We are pleased to announce the appointment of Tyler Floyd to the SFMG Board of Directors. nnTyler joined the firm in 2017 as an intern and returned full-time after graduating from Texas Tech. He transitioned from the Planning Team to the Advisory Team in 2021, and became a Stakeholder of the firm the following year. nnWithin the office, Tyler plays a pivotal role in leading the firm's business development and community engagement initiatives. Beyond the firm’s walls, he serves as a dedicated board member for the Hendrick Scholarship Foundation and Search Ministries - Dallas. nnCongratulations, Tyler! We are grateful for your leadership and dedication to SFMG. #SFMGWealth...

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Glast, Phillips & Murray

(18)

Attorney
Team
Attention

“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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Melton, Fangman & Company

(1)

Financial Planning For Individuals, Financial Services For Businesses, Quickbooks Services

“If I have any question on tax issue, the IRS issue, deductible, or any topic, Wes answered them and help me make a sound decision.”

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Lampados Financial Group

(7)

Financial Planning, Investment Planning, Financial Planning For Business Owners

“I was admittingly financially illiterate and within 3 months I was able to, improve my credit score by 100 points, open a Roth IRA and save hundreds of dollars thanks to my new and improved credit score.”

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Ivy Wealth

(15)

Team
Patient
Retirement

“Jordan and the team are fantastic - they offer personalised and sensible advice in an approachable manner, make money-goals more fun, and don't encourage anything too risky while also being innovative and creative in the pursuit of financial freedom.”

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Joe Dowdall, CFP , Ricp , Crpc , Ccfc , MBA

(10)

Financial Advisor
Lifestyle
Management

“When we realized we did not have the time or expertise to make sure our investments would yield the financial results we needed for a comfortable retirement, we decided to partner with Joe Dowdall as our financial planner.”

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Edom & Co. Cpas

(10)

Taxes, Bookkeeping, Formation

“They also helped the Company with bookkeeping and accounting services that saved time and made our back office functions more efficient.”

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Average Cost	$3741
Minimum cost	$1247
Maximum cost	$10600
Avg Per Hour Rates	$375

Best Financial Advisors in Dallas, TX

The highest-rated Financial Planning & Wealth Management companies out of 190 vetted & reviewed in the Dallas area.

John Wucinski, Cpa, CFP

Tax Plus Etc.

Texxas Take Over

Deirdre L Taylor, CPA

Creditassociates

Chessman Wealth Strategies

J Chester & Associates

Third Act Wealth Management

Dewitt & Dunn

Five Rings Financial Texas

Edwards & Associates

McGowan Group Asset Management

Openair Advisers

Caldwell Wealth Management

Real Tyme Tax Services

L&H Cpas and Advisors - Dallas CPA Firm

Frazier Financial Group

Sfmg Wealth Advisors

Glast, Phillips & Murray

Melton, Fangman & Company

Lampados Financial Group

Ivy Wealth

Joe Dowdall, CFP , Ricp , Crpc , Ccfc , MBA

Edom & Co. Cpas

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

Why these companies made our list

Wealth Management Advisors near Dallas

Popular in Dallas