CPA Advisory Group

Shauna Financial Service

At Shauna Financial Service, our goal is to provide top-notch credit repair and excellent customer service at an outstanding price to help those with credit difficulties restore their credit and create a strong foundation on which they can reach their financial objectives. We also offer Notary Service: If you cannot make it to a Notary office in time, we can come to you. Our service includes a private consultation, contacting creditors on your behalf, sending back and forth documents, and more. We have been trained in the latest laws, regulations, and credit reporting practices. We also know which items on your report have the biggest influence on your score. Having a low credit score can stop you from getting the things you want. But do you know that a low credit score can affect more than just financing? Make the best choice for your future. Contact us today and let our expertise save you time, money, and frustration.

David Beck Financial Services

David Beck Financial Services is a Certified Financial Planner (CFP®) and Licensed Tax Consultant that can help you make plans for taxes, retirement, and college. Our services are provided remotely, through our secure portal and Zoom, with cost varying by the complexity of the situation. We provide tax planning services which can help you understand what recent tax law changes mean for you and how you can reduce your 2022 tax bill. We will also compare filing jointly or separately to determine how it affects federal loan payments. For retirement planning we use planning software to calculate a constant living standard that can be maintained before and after retirement. Make the right financial moves and you can have more spending power or even retire earlier. Lastly, we can help families that have a Junior or Senior in school make decisions about how to pay for college. This includes selecting affordable colleges, filing financial aid applications, evaluating offers, planning cash flow, and education loans.

Gunter Financial Services

At Gunter Financial Services, our team of financial advisors and Certified Financial Planner professionals have over 60 years of combined investment experience. We specialize in wealth management for individuals, and institutional investment consulting and management for retirement plans, endowments, and foundations. For individual wealth management, we provide comprehensive financial planning and asset management tailored to meet the specific needs and goals of our clients. In the institutional space, we offer Central Texas businesses a customized financial wellness program for their employees, which includes an objective assessment of the current plan structure, the implementation of a revised retirement program (if needed), and ongoing plan monitoring and maintenance. Our process maintains a comprehensive fiduciary standard. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., which offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through Raymond James Financial Services Advisors, Inc.

Wakeley Financial Services

Wakeley Financial Services is a financial consulting firm that provides a wide range of solutions to assist clients in achieving their long-term objectives. Our services are tailored to the individual needs of each customer, and are complemented by close relationships with our partners.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Kelly Financial Services

Kelly Financial Services provides comprehensive financial advice and services to help individuals achieve their retirement goals. Our mission is to provide tailor-made solutions and support to meet the individual needs of our clients. We offer Roth IRA Transfers and Roth IRS Conversions to assist with retirement planning. We also provide a variety of other services such as Customized Financial Analysis, Estate Services, Financial Planning, Financial Seminars, Financial Services, IRA Solutions, IRA Solutions for Retirement Planning, Life Insurance, Lifetime Income, Lifetime Income Planning for Retirement, Long-Term Care, Making Your IRA Tax Free in Retirement, Retirement Services, Social Security Maximization, Wealth Transfer and Retirement Planning. Our experienced team of professionals have the knowledge and expertise to provide the highest quality of service to ensure that our clients' financial objectives are met. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

MDS Financial Services

MDS Financial Services Inc is a full-service accounting and tax preparation business based in the Chicago land area. Our team of tax professionals understand the importance of taking the lead when it comes to your finances. We are committed to providing quality, reliable and prompt services in a professional manner. We offer a range of services to the general public and small businesses, including payroll taxes, P&L statements, tax returns, consulting, corporate and business partnership taxation, and accounting services. Our flexible schedule and competitive rates make us stand out among other companies. On top of that, we provide a direct and personable approach in understanding your taxes tailored to your specific needs. Our team of experienced accountants are ready to provide you with the honest financial advice you need and deserve. Get in touch with us today to find out more.

Magnificent$ Financial Services

Magnificent$ Financial Services is a rapidly expanding credit repair business in Houston, Texas. It is duly licensed and bonded by the state and strives to help individuals in maintaining their financial standing, restoring their credit reputation and giving them the opportunity to become debt-free. They provide assistance by educating them on money management and the fundamentals of debt creation. This company boasts a team of experienced professionals who are dedicated to providing a quality service to their clients. They take the time to understand their customers' needs and develop tailored solutions to help them attain their goals. Additionally, they also offer one-on-one consultations to better assist in managing finances and building a successful financial future.

Top Hat Tax & Financial Service

Top Hat Tax & Financial Services offers free consultation for IRS problem resolution and tax planning consultations with a minimum 1 hour fee. Our experienced team specializes in tax preparation, tax planning, IRS problem resolution, and financial planning for individuals and families. We are an appointment only company, so please call us in advance to book a session. Our services also include investments, college savings, insurance, 401k and pension rollovers. With our expertise, you can be sure to get the best advice and guidance for your financial needs. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.