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Jeffery Davidson and Associates CPA

(33)

Tax Laws
Patient
Small Business

“They listen to our needs and objectives, are excellent communicators and stay in tune with us, making our accounting and tax compliance much easier to manage.”

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TN CPA

(10)

Communication

“Although I have only had three years experience with TN CPA preparing my annual Tax Return, I have been pleased with Tina and her firm's quality, timely counsel and work.”

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Goheen Companies

(2)

“All-in-all, he was able to give me great advice and we changed some things around.”

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Strategic CFO

(4)

Training

“It provided a lot of useful information over a wide array of topics including budgeting, cash flow, increasing profitability and general best practices for anyone in a financial leadership position.”

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Dearborn & Creggs

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Hannah Financial Solutions

(3)

“Less than 24 hours of me signing up for services, the team started disputing items on my credit report.”

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The 24 firms listed for Sugar Land, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Sugar Land, TX

All 24 firms we list here are in Sugar Land itself. We have 27 firms in Sugar Land on file; this page shows the highest-rated 24. 14 of the firms on this page have a rating, from 4.0 to 5.0 across 72 reviews; 13 are rated 4.5 or higher. 2 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are retirement planning (3), tax planning (3), business valuations (2) and financial planning (2). 2 show a license on their websites. 19 have ten or more years of experience, the longest 38 years. 6 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 20 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Sugar Land offer a free first meeting?

6 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

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Tritis Wealth Management

(1)

“Very informative and helpful advice given on managing my wealth management portfolio!”

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Roberts Wealth Management

(3)

“This was the best presentation I have had so far and I felt more confident in the uniqueness of what Roberts WM does, not just simply Annuity Sales.”

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Tom Noble - Raymond James

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Consolidated Planning Group

(1)

“She is so helpful for those that are looking at health and life insurance as well as financial planning.”

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Advanced Wealth and Retirement Planning Concepts

(1)

“Walker-Green has done an excellent job managing and advising us in our post retirement phase.”

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Sugar Land Financial Advisors

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H. Bradley Whatley

(1)

“Centrally located in Sugar Land, The Whatley CPA firm provides exceptional client service, including bookkeeping, tax preparation and financial planning.”