LEAP WEALTH MANAGEMENT, LLC
8604 Greenville Avenue, Suite A 101, Dallas, TX 75243 Directions
Since 2010
Here’s The Deal:
"Leap Wealth Management, LLC combines exceptional service and customized investment strategies to assist you in advancing and preserving your wealth. Their team provides private investors like you the sophisticated services normally reserved for large institutions or the ultra-high-net-worth. They offer multiple ways to stay informed of the ever-changing financial landscape. They construct and manage their client portfolios using both fundamental and technical analysis while leveraging cost-efficient investments. They also serve in round rock."
SPECIALITY:
Portfolio and Individual 401(k) Management, Comprehensive Financial and Retirement Planning, Life, Disability, and Long-Term Care Insurance, Protection, Legacy, Estate and Tax Planning, Gifts & Philanthropy
TBR® Inspection Report:
HEWITT SERVICES
12990 Pandora Drive, Suite 195, Dallas, TX 75238 Directions
Since 2003
Here’s The Deal:
"Hewitt Services is one of the leading firms in the area. Their firm provides outstanding service to their customers because of their dedication to the three underlying principles of professionalism, responsiveness, and quality. Their primary goal as a trusted advisor is to be available to provide insightful advice to enable their clients. They offer a broad range of services for executives, business owners, and independent professionals. Their high service quality and "raving fan" customers are the result of their commitment to excellence. They will answer all of your questions, as they impact both your tax and financial situations. Get a free consultation."
SPECIALITY:
Cash Flow Management, Business Valuation, Strategic Business and Succession Planning, Non-Profit Organizations, Small Business Financial and Part-Time CFO Services, Internal Controls, Payroll, Tax Services, Bank Financing, New Business Formation, Tax Preparation and Problems, QuickBooks Services, College Education & Estate Planning
TBR® Inspection Report:
MCGOWAN GROUP ASSET MANAGEMENT
200 Crescent Court, #657, Dallas, TX 75201 Directions
Since 2001
Here’s The Deal:
"McGowan Group Asset Management is an investment firm in dallas. They committed to affording experienced asset management, and personalized investment solutions to high net worth families with the ultimate goal of performing superior client profitability through excellence in service. The firm provides advice to individuals, trusts, estates or charitable organizations, limited liability companies, pension and profit-sharing plans and corporations, and other business types. MGAM is firmly dedicated to empowering customers through education. The firm’s portfolio strategies and customer education platforms are provided through trademarked networth radio broadcasts."
SPECIALITY:
Investment Plans, Education Planning, Current Personal and Financial Situation, Future Needs, Risk Tolerance, Cash Flow, Municipal Bonds, Exchange Traded Funds, Estate Concerns, Retirement Planning, Closed and Open-End Mutual Funds & Corporate Bonds