Sign in
Find the best local pros
See honest referrals, shared on social networks
Relevancy Ranking
1.
2.
3. 
Frequently Mentioned on Social Media
?
Waterford Capital
- Financial Planner
- 14677 Midway Rd #205, Addison, TX 75001, USA
Ste 720 Dallas, TX 75001 - Closed ⋅ Opens at 7:30AM
Referral from
Jun 05, 2017
Charlotte M.:
Any suggestions for someone or a business that creates great websites?
Jason W.:
http://www.waterfordcapital.com Wucinski John Cpa Cfp
- Financial Planner, Accountant, Cpa
- 6220 Campbell Rd Dallas, TX 75248
- Closed ⋅ Opens at 8:00AM
Referral from
Feb 16, 2015
Travis S.:
I need a good cpa I dfw area? Anybody....
Randi B.:
Travis - John Wucinski, CPA 6220 Campbell Rd Ste 201 Dallas, TX 75248 Phone number (972) 404-1650 K2 CREDIT LLC
Frequently Mentioned on Social Media
?
Referral from February 3, 2015
Pam L. asked:
There was a post several weeks ago regarding financial planners. I need to get with someone, if anyone can recommend?
Alexa T. replied:
Neighbor, Trey Taylor, is great. He is my husband but really he is awesome and can help clients have an intentional financial plan and really focus on good investing at the risk level appropriate for you. He works at Leap Wealth Management, if you want to contact him professionally.
Trey T. replied:
As my wife mentioned, that is what I do if I can help you in any way or answer any questions you might have. You can contact me at 214-420-7440 or email me at TreyTaylor@leapwealth.com.
Sandra B. replied:
Jillce Taft Stevens and her husband Mitch live in oak cliff. We have used then for all of our accounts.
Crystal G. replied:
We are very happy with Trey Taylor. 214-420-7440
Referral from November 4, 2013
Billy M. asked:
Can anyone recommend a good financial planner?
Chris S. replied:
So what's the very first thing I see when I open up FB today? So Billy Mehl that's easy! If all you want is good, then I can give you a long list of good financial planners in your area and I'd be more than happy to introduce you. If you want something more than average then let's talk. And thank you Elina Walding-Hobbs for thinking of me. http://www.StoraceWealth.com/
Billy M. replied:
Mr Storace, you have my phone number and I tried to previously ask you about what you do for a living. Call me we can discuss. You can also email me at btamehl@msn.com
Elina W. replied:
Chris Storace & Storace Wealth Services
David S. replied:
AAron Castellanos
Noel P. replied:
I use Winstar Casino
Referral from March 8, 2017
K'eisha N. asked:
Looking for tax services specialized in non profit in the Fort Worth area....any recommendations?
Ray A. replied:
I have several non profit clients. What are you looking for? www.facebook.com/RayAccounting
Rosa L. replied:
https://m.facebook.com/ezrapidtaxfortworth/
Jen L. replied:
Raymond Best works almost exclusively with non-profits. Very knowledgable. Let me know if you need help finding him or his contact info.
Chris B. replied:
I second Raymond Best
Referral from September 22, 2015
Phong P. asked:
Are there any fee-only financial planners that you could recommend? Do you have any personal experiences with them? Thanks.
Phong L. replied:
Hi anh Phong. It's been a while. how are you and the family? I'm a Financial Advisor with JPMorgan Chase. You can call my work number at 9724950957. I can always give you free advice =)
Tim P. replied:
Tanya Nguyen, 2148765363
Referral from September 12, 2013
Jenn W. asked:
Are any of my FB friends financial planners or have a financial planner that you strongly recommend? Please PM if so. TIA!
Jon S. replied:
Google the Garrett Planning Network to find hourly Fee based financial planners http://garrettplanningnetwork.com/
Michael N. replied:
Kim Kropp of Moylan & Kropp in Omaha, they are licensed in many states and they are awesome. They come to PA once a year...
Peggy H. replied:
Ed Butosky expert in investment, wealth management comes to my church and gives advice for free or you can become a client....google him
Referral from May 19, 2014
splinkymishmash asked:
Looking for a fee-only financial planner Does anyone have a personal recommendation for a fee-only financial planner in the Dallas area? I'm looking for recs for...
myredditlogintoo replied:
These guys - http://www.acplanners.org/home
Referral from September 19, 2013
Kara M. asked:
To all my Mass friends: Does anybody have a financial planner/advisor in the Worcester area that they could recommend to me for my Dad?
Tom S. replied:
Brian Granville. Not sure how to get a hold of him though. I know he still lives in Leicester at the corner of Greenville st and the very end of rawson st. It's not called rawson on that end though.
Referral from November 30, 2016
John P. asked:
I am extremely blessed to deal with a handful of amazing service professionals in our local community. Know that you can always reach out should you need a...
James J. replied:
...and insurance broker. James Jenkins Agency - Farmers Insurance
New Review
Please wait....
Please wait...
