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Resume by Valerie
- Financial Planner, Bookkeeper, Accountant
- 2646 South Loop W Houston, TX 77054
- Closed ⋅ Opens at 12:00PM
Referral from
Mar 27, 2016
Victoria N.:
Do anybody know a good affordable credit repair. Thanks
Leslie L.:
Valerie Wells www.creditdiva.net Sign Ad
- Financial Planner, Advertising Agency
- 1010 North Loop, Houston, TX 77009, USA Houston, TX 77009
Referral from
Aug 21, 2011
Carissa S.:
Does anyone have any connections with billboards?
Sheryl N.:
SignAd is one of the largest in Houston (713) 861-6013. They have several billboards currently available near I-45 and FM1488. Spectrum Financial Group
Referral from
Jan 29, 2014
schmittyschica:
Any recommendations on someone to prepare taxes? I just moved to Houston and I am looking for someone to prepare taxes. Does anybody...
poptamale:
This is who i've used for the past 2 years - [Spectrum Financial Group](http://www.sfgtax.com/index.php). They take good care of me. Altruista
- Financial Planner, Financial Advisor
- 2323 S Shepherd Dr Houston, TX 77019
- Closed ⋅ Opens at 8:00AM
Referral from
Jul 26, 2013
Shai P.:
I need a financial advisor. Any recommendations?
Safeer H.:
Shai Patel, you can't go wrong with Ali Nasser of Altruista (http://www.altruistawealth.com/). He's the best in the business. Gradoni & Associates
Referral from
Oct 10, 2016
Debbie P.:
Can anyone recommend a good PI in the Conroe/Willis area?
Tara M.:
JJ Gradoni (Gradoni & Assoc) 281-440-0800 - Tell him I referred you (from Ruth's office) Shaun Taylor Registered Representative with Nylife...
- Financial Planner, Insurance Agent
- 3200 Southwest Fwy, Ste 1900 Houston, TX 77027
Referral from
Jun 23, 2017
Shannon H.:
Any opinions on local life insurance agent? This is not a phishing post.. I really need to buy some insurance and want to discuss with...
Lisa H.:
https://www.facebook.com/593509537445574 Shaun Taylor Registered Representative with Nylife Securities LLC is awesome. We've worked with... Duncan Sowers
- Financial Planner, Bookkeeper, Accountant...
- 1175 Adkins Rd Houston, TX 77055
Referral from
Jul 18, 2015
Jennifer H.:
Need the name of a good CPA for a small business. Thank you!
Joan R.:
Duncan Sowers & Company Houston, TX 713 973 2502 Mariner Wealth Advisors
Referral from November 9, 2016
Sam A. asked:
Hi everybody, just looking for a really good and trustworthy financial planner please. Thank you!
Leeanne D. replied:
We deal with Brad Jones at Ernst and Jones Finance. Great guy with good advice. (Neil street) All the best.
Bianca B. replied:
Scope Financial Advisers 46883233 They have set up everything for us and we couldn't be happier
Referral from March 30, 2016
itsataw asked:
Any recommendations for a good fee-based financial planner (CFP) in town? Or any horror stories? I could use some advice and don't mind paying for an unbiased opinion....
Anonymous replied:
[deleted]
0000000000_ replied:
Hey itsataw, I've copied my response from a somewhat similar thread a few months ago:
>I have an adviser that, as a CPA, I'd recommend all week long and twice on Sunday. We send the vast majority of our clients that are in need of such an adviser (a small percentage aren't a good fit), and he's very capable, very reachable, and very personable. After not having a decent adviser to recommend people to for years and years, we've had not a single complaint of out the clients that use him and it's been wonderful for us.
>My tax firm is located right down the hall from him and we help out on each others' clients regularly when we get questions about each others' work we aren't qualified to answer, so anything he doesn't know we are more than happy to pick up the phone for.
>If you're interested, his name is Nick Rostykus, phone is 713.481.2264, email is nrostykus@rockgatefinancial.com. You can tell him Charlie sent you or not - you'll get awesome service either way, I promise. If you have any other questions for me, charlie@scrogginscpas.com or 713.703.0100 any time.
>Edit: For clarity's sake, Nick is fully licensed, fee-only, and bound by fiduciary duty, of course.
Anonymous replied:
I've used this in the past and am very pleased with the results: http://www.penneyfinancial.com/
jhibner281 replied:
IMO the fees you pay will just eat into your earnings. Are you working with a crazy amount of capital or what?
Referral from October 28, 2013
Deanna G. asked:
Can anyone recommend a financial planner in the Katy or Houston area?
Danielle M. replied:
Sarah Williamson
Deanna G. replied:
Funny Joshua! By total coincidence I got a call from Aycofn this afternoon. They offer survivor financial planning as a company paid benefit for BP! I have an appointment for November 20.
Referral from February 1, 2018
Eric B. asked:
Recommendations for a REI savvy financial planner...go.
David P. replied:
Jeremy Sakulenzki
Elizabeth N. replied:
Carmen Burgueno Anguiano
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