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Global Wealth Advisors

(5)

Investment Management, Retirement Planning, Tax Planning

“They provide sound financial advice, are available as needed for those critical decisions, and are truly committed to helping their clients achieve their financial goals.”

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Envision Financial Solutions

Life Insurance, Lifetime Income Planning, Mortgage Protection

“Ensure your healthcare needs are met with Medicare insurance, a government program that provides essential coverage to seniors and individuals with disabilities.”

Featured

Retirement planning is the key to securing your financial future. It involves setting aside money during your working years, often through savings, investments, and retirement accounts like 401(k)s or IR As. These funds grow over time, helping you build a comfortable financial cushion for your retirement years. Proper planning considers your lifestyle goals, the age at which you want to retire, and factors in potential expenses like healthcare and living costs. By creating a personalized retirement strategy, you can ensure you have the resources needed to enjoy your retirement on your terms. Start planning today to make your retirement dreams a reality.

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Keyz2freedom Tax & Financial Services

Tax Preparation, Cashflow Managing Software, Credit Monitoring

“Every minute of every day, a large number of people are struggling financially. Our mission here at Keyz2freedom is to empower others with the most efficient financial principles and strategies, rendering the best quality of service in assisting othe...”

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Sanders Taxpro

(1)

“Positive Responsiveness, Quality, Professionalism, Value”

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Financial Edge

“After talking to us, you will know you have been heard. We begin by determining your financial and personal goals. We will create a plan that will help you achieve your goals. Money management is not an easy process. Effective money management involv...”

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Terry Hill & Associates

“We help business owners, key employees, retirees, and surviving spouses who prefer to delegate their wealth management to a professional. Our clients are financially successful, but would rather spend their time on more enjoyable things than watching...”

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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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Williams & Kunkel Cpas

(47)

Tax Preparation & Planning Services, Strategic Tax Reduction Planning, Tax Advantaged Wealth Management Services

“They have assisted us with: birth of children, death of loved ones, inheritance, buying/selling of homes and vehicles, w2s, 1099s, childcare and education deductions, home office and small business, charitable donations and deductions, and so much ...”

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Hensley CPA Firm PA

(49)

Services For Individuals, Business Services, Tax Services

“With their guidance and ongoing assistance from their staff (including Michell Sears, Jenny Weems, Doug A, and Nicole Brown), they have taken our monthly accounting and annual financial reporting and filings and made everything "user friendly" and un...”

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Master Plan Tax Solutions

(50)

Tax File Preparation, IRS Representation, Financial Planning/Investment Advice

“There is obvious interest in ensuring that every accounting decision & income tax reporting is accurate and of high quality, for both our personal financial dealings as well as our business activities with our commercial and residential rental proper...”

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On the Mark Money

(44)

Retirement
Knowledge
Returns

“They consistently direct me toward high caliber short term and long term investment strategies while also keeping me abreast of the headwinds facing the economy and potentially my investments.”

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Your Money Matters | Tax Preparation Office

(49)

Personal and Business Tax, Corporate Tax, Retirement Planning

“A few years ago I used other tax service companies and sometimes the preparers didn't seem to know what they were doing and had to ask someone else questions, but with Ron, he knows exactly what the laws are right there and then, he's extremely knowl...”

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Precision Tax and Bookkeeping Services

(48)

Tax Services, Tax Problem Resolution, For Small Businesses

“I needed help getting this done because my uncle lives in Georgia, I live in Texas, and I had difficulty compiling all of the necessary tax documents and completing all of the necessary tax forms required by the IRS and the state of Georgia.”

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Cadoli Multiservices

(47)

Bookkeeping / Payroll, Tax Preparation, Cuban Passport

“Good Service, Very Professional, Fast, I was assisted by Miss Damaris Lugo, very Efficient, she gives you security, she shows you in her treatment that both she and her Co-workers know what they are doing to be able to guide us.”

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Cain Watters & Associates

(46)

Financial Planning, Practice Transitions, Accounting Services

“They have been with me from the start and have helped me navigate the purchase of my practice, they have saved me more money in the first few years that has literally paid for their services for my entire career, they have helped me to save money per...”

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Retiresimply

(50)

Team
Confident
Solid

“What really impressed us was the way you took the time to get a feeling for where we were in our journey towards retirement, at the depth of knowledge, lateral thinking and your common sense approach.”

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EFG Companies

(43)

, Common Sense Compliance, Training Services

“Paul was my warranty rep in which after I had an invoice issue on my end, he was able to work to get everything corrected…It's not always easy to get a good warranty rep on the line but Paul really took care of my customer vehicle claim!!!”

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Beckley & Associates

(42)

Business Start-up, Business Growth, Business Sale and Succession Planning

“If your looking for white-glove, full-service, competent care and service, then Beckley & Associates would be a great addition to your team of consultants and professionals that all business owners and high net worth individuals need in their corners...”

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Harman Cpas and Associates (Formerly Harman Crowell Dias Cpas

(35)

New Tax Law: the Big Changes, Tax Services, Cryptocurrency CPA Tax Preparation

“They have been doing the tax work for me and my family for over a decade we continue to be very satisfied with the hard work and innovation of the firm, in particular Wendy Steinkamp and her team.”

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King Financial Services

(11)

Business Services, Payroll, Tax Services

“Alex was able to quickly turnaround a pre-approval over the weekend so that we could submit an offer on a house.”

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Carter Group Tax

(6)

Tax Services TX, Services For Individuals, Strategic Business Planning

“This is not a cookie cutter/chain tax service - there is a high level of patience and detail throughout the process with clear explanations and valuable insights for the coming tax year.”

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Sigma Mergers & Acquisitions

(48)

Selling
System
Information

“Over the last 60 days our purchase process has evolved and all along the way I can honestly say that without Scot's knowledge and ultimately his guidance through the various steps it would have made the process that much more cumbersome for me as a b...”

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Badii Group Private Wealth Management

(36)

High Net Worth Financial Advisors, Tailored Lending, Estate Planning

“Kirk and his team at Badii Group Private Wealth Management are extremely knowledgeable at customizing wealth management plans, optimizing client outcomes and achieving financial goals, while offering the highest level of customer service.”

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Creditassociates

(33)

Creditors
Program
Debt Relief

“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.”

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Average Cost	$3519
Minimum cost	$1173
Maximum cost	$9968
Avg Per Hour Rates	$352

Best Financial Advisors in Lewisville, TX

The highest-rated Financial Planning & Wealth Management companies out of 119 vetted & reviewed in the Lewisville area.

Global Wealth Advisors

Envision Financial Solutions

Keyz2freedom Tax & Financial Services

Sanders Taxpro

Financial Edge

Terry Hill & Associates

John Wucinski, Cpa, CFP

Williams & Kunkel Cpas

Hensley CPA Firm PA

Master Plan Tax Solutions

On the Mark Money

Your Money Matters | Tax Preparation Office

Precision Tax and Bookkeeping Services

Cadoli Multiservices

Cain Watters & Associates

Retiresimply

EFG Companies

Beckley & Associates

Harman Cpas and Associates (Formerly Harman Crowell Dias Cpas

King Financial Services

Carter Group Tax

Sigma Mergers & Acquisitions

Badii Group Private Wealth Management

Creditassociates

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

Why these companies made our list

Wealth Management Advisors near Lewisville

Popular in Lewisville