“Highly recommend visiting with her and see what they can do for you and your family”
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Trail Ridge Trading
(1)
“I'm doing this review because I'm helping Google Maps uncover facts about places.”
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Slaton Schauer Law Firm
(10)
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“We wanted to setup a trust rather than have a will, and they helped us through what should have been confusing for a layman, but they made it very straightforward.”
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Argent Wealth Management
(1)
“It is simple to highlight the benefits of working with them but it is summed up as “true confidence” in my financial plan.”
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Miller, Ross & Goldman Commercial Debt Collection Agency
(30)
Results
Future
Efficient
“Of course, I was delighted they were able to collect from a former deadbeat client, but as a small business owner, I no longer feel powerless on those rare occasions when a client refuses to pay.”
“She has helped us with different needs over the years to include: Quickbooks, data entry, payroll services, accounts payable/receivable, reports to prepare for taxes, etc.”
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Larry J Phillips Iii, CPA
(19)
Tax Returns
Communication
Corp
“As things began to grow I started to realize that I was in over my head in certain areas and I brought Larry on as a consultant to help streamline my systems/processes and lay a solid infrastructure that would allow my business to thrive under curren...”
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David Disraeli, President 360networth
(18)
Estate
Patient
Power of Attorney
“In having been recently laid of from a corporation after nearly 14 years tenure, I decided I would take a different direction in life and become a real estate investor.”
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True Financial Group - Scott Brischke and Marie Freemyer
(2)
“He is thorough, detail oriented, focused on relationships, and has achieved the results we set out when we first met.”
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Jesse Dominguez CPA
(1)
“Jesse also answer any financial and business accounting questions I might have.”
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Commissionally
(3)
“ I called and Clayton answered all my questions and he would send me texts with updates, which was super convenient since I already get a ton of emails.”
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Espira Wealth Management
(2)
Retirement Planning, Meet Jennifer, What To Expect When Working With Us
“No matter how good we think we are at our own long term financial planning, I can assure you she knows more and can really help to optimize your strategies.”
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Burrows Financial
(1)
“Friendly people”
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Helptxteachers
(1)
“Clint helped me finally come to understand my TRS and 403b account as well as learn other options for my retirement, no strings attached.”
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Sapphire Wealth Management
(1)
“I've been working with Liz for over 6 years and have nothing but great things to say about her and completly trust her as my financial advisor.”
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Retirement Planning and Investment Management Services in Georgetown, TX Cost Estimates