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United States Gold Bureau

(42)

“Grateful for the Knowledge that Jonathan has shared and taught me about precious metals ,he is very professional and personable , prompt to what ever I need to know and when to know it.”

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Tracey Taubert CPA

(7)

Documents
Email
Books

“I called Traci's number and Jennifer, her Admin, called me within days, walked me through Traci's process, answered my questions, and was even able to give me a quote based on some worst-case scenarios since she was doing both private and business ta...”

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Pacifica Capital Investments

“Over the last four decades, Pacifica has owned and operated approximately 12 million square feet of commercial properties in the Western United States. We look for value and seek to own the projects that generate cash flow and appreciation magnified ...”

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Jesse Dominguez CPA

(1)

“Jesse also answer any financial and business accounting questions I might have.”

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Sparkman Wealth Management

(1)

Products & Services, Retirement Planning, Personal & Corporate

“Travis is an expert in the field, he has always offered great advice and education, and thanks to his guidance, I am confident I made the right choice with my money.”

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Reap Financial

(49)

Stress Test, VFO | Virtual Family Office, Serious Wealth

“We appreciate them being ahead of the curve with tax and social security changes and keeping up with the ever changing market so we can enjoy our retirement and grandkids.”

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Slaton Schauer Law Firm

(30)

Skip to Footer, Skip to Secondary Navigation, Menu

“It is one of the best things a person can leave to their loved ones, a roadmap to handling property, financial affairs, and clear direction to prevent family disputes and hurt feelings when you are no longer here to explain and love them.”

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Miller, Ross & Goldman Commercial Debt Collection Agency

(50)

Accounts
Results
Team

“After several months of carrying the heavy burden of a very large amount owed to us and a very unresponsive client we felt a great sense of relief utilizing Mike and the team at MRG and felt confident that we would see results.”

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Mikella Maughan, CPA

(36)

Quickbooks, Bookkeeping, Taxes

“She discovered just how horrible my QB situation was and didn't talk down to me, didn't overwhelm me but instead she just took her time to actually explain things to me (which NO ONE had ever done).”

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Retirement Planners of America

(34)

Cash
Questions
Feel

“With all the turmoil going on with the stock market and uncertain financial future, it is nice to feel that my retirement funds are closely managed so I don't have to worry about it.”

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Rock Business Solutions

(29)

Fiduciary Trust Services, Accounting Services, Payroll Services

“Susan and her team are knowledgeable and are a great asset to any business looking for bookkeeping/payroll/third party overview services (they provide more than that but that is the service they provide us).”

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S. Patricia White CPA

(1)

Industries, Business Services, Tax Services

“Very professional and reliable”

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Rock Credit and Business Services

(42)

Prices
Company
Credit Score

“I had no money and I was desperate I called Sean at Rock Credit and he not only helped me get my credit in a better situation but also helped me to pay off my debt and I'm now debt free.”

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Capstar Financial Services

(3)

“Most importantly, I really feel I can trust them in this fiduciary relationship, and Suzette's financial decisions have been very successful in growing my financial net worth as I enter retirement.”

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Austin Divorce Planners

(11)

Post-Divorce, Spousal Support Calculation, Financial Help

“Knowledge is power and having his knowledge in my case has helped me tremendously with what my settlement should look like in detail along with what my budget will look like after divorce.”

Featured

Child Support, Extra Curricular Activities and Paying for College.- When separating from your spouse or getting a divorce, one of the biggest questions my clients have is about child support and paying for the expenses of the children. In Texas, at least, child support is pretty easy to calculate based on the non-custodial parent’s income and how many children they need to support. In addition to child support, many couples identify certain agreed upon extra-curricular activities they intend to enroll the kids in, while splitting the cost. While this is a common practice, it gets people to thinking about future expenses as well. For example, what about a car when the child turns 16, or a wedding, or a prom dress? Some people even want it written in the divorce decree about who will pay for college and how much.

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Ameen & Momin CPA

(8)

Quickbooks Services, Services For Individuals, Business Services

“Not only do they ensure our accounting is accurate, but they also help us interpret our financial data, providing valuable insights to improve our financial performance.”

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Southwest Business Consultants

(1)

Watercraft, Motorcycle, Contractors

“The former filed things incorrectly, and the latter could never make himself available for Zoom or phone meetings to go over things.”

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John S Craite, CPA

(9)

Industries, Quickbooks Services, Services For Individuals

“He is always very prompt in communications, knowledgeable about all the different tax areas I worked with him on, and has reliably provided services and guidance that kept more money in my pocket than I expected while also ensuring I was staying in t...”

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Senior Resource Center

(13)

Tax Planning, Retirement Planning, Long-Term Care Planning

“The advice offered was spot on, allowed us to get the accomodations needed for our loved one, and allowed us to handle her estate in such a way as to ensure quality of care for her for the rest of her life while providing $$ for final arrangements an...”

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Strategic Investment Management

(1)

“Positive Responsiveness, Quality, Professionalism, Value”

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The Garrett Law Firm

(16)

Sister
Government
Estate

“Over Zoom, she very clearly explained what the process in Texas would be if there was a will or if there wasn't, and provided very clear fact sheets describing every step of the process for me to refer to as needed.”

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Lucien, Stirling & Gray Advisory Group

Personal Financial Planning, Retirement Planning, Wealth Management

“Our financial lives are full of changes—some pleasant, and some not so much. Marriage, divorce, children, grandchildren, career changes, inheritance, retirement, and death—all of these will impact your financial needs and choices. Having a trusted fi...”

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Rocket Dollar

(16)

LLC
Questions
Self-Directed Ira

“Rocket Dollar is low cost relative to other SD-IRA providers, and they provide good instructions on how to setup a brokerage account with TD Ameritrade.”

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Common Cent$ Business

(7)

Business Advisory Services, Business Services, Tax Services

“Five star for common cents, the best tax experience!”

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Average Cost	$3241
Minimum cost	$1081
Maximum cost	$9183
Avg Per Hour Rates	$325

Best Financial Advisors in Leander, TX

The highest-rated Financial Planning & Wealth Management companies out of 132 vetted & reviewed in the Leander area.

United States Gold Bureau

Tracey Taubert CPA

Pacifica Capital Investments

Jesse Dominguez CPA

Sparkman Wealth Management

Reap Financial

Slaton Schauer Law Firm

Miller, Ross & Goldman Commercial Debt Collection Agency

Mikella Maughan, CPA

Retirement Planners of America

Rock Business Solutions

S. Patricia White CPA

Rock Credit and Business Services

Capstar Financial Services

Austin Divorce Planners

Ameen & Momin CPA

Southwest Business Consultants

John S Craite, CPA

Senior Resource Center

Strategic Investment Management

The Garrett Law Firm

Lucien, Stirling & Gray Advisory Group

Rocket Dollar

Common Cent$ Business

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

Why these companies made our list

Wealth Management Advisors near Leander

Popular in Leander