MCGOWAN GROUP ASSET MANAGEMENT
300 Crescent Court, Suite 1776, Dallas, TX 75201 Directions
Since 2001
Here’s The Deal:
McGowanGroup Asset Management (MGAM) is an investment company headquartered in Dallas. They are committed to providing experienced asset management and personalized investment planning solutions to high net worth families with the ultimate goal of delivering superior client profitability through service. The firm offers advice to individuals, trusts, estates or charitable organizations, limited liability companies, pension, and profit-sharing plans and corporations. MGAM is firmly dedicated to empowering customers through education. At McGowanGroup, they meet with clients at least quarterly to maintain trust, evaluate performance and adjust goals. The firm's portfolio strategies and consumer education platforms are distributed via trademarked network radio broadcasts.
SPECIALTY:
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
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 its customers because of its dedication to the three underlying principles of professionalism, responsiveness, and quality. They offer total financial services to individuals, large and small businesses, and other agencies. They provide a broad range of services for executives, business owners, and independent professionals. Their primary goal as a trusted advisor is to provide insightful advice to enable their clients. Their high service quality and "raving fan" customers are the result of their commitment to excellence. They answer all of your questions, as they impact both your tax and financial situations. Get a free consultation.
SPECIALTY:
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:
SPECTRUM FINANCIAL GROUP
13455 Noel Road, 20th Floor, Dallas, TX 75240 Directions
Since 1901
Here’s The Deal:
Spectrum Financial Group is one of the best Financial services located in Dallas. They have over 200 years of experience combined on their leadership team in the financial world, and it has given them perspective into the importance of dependable solutions for their clients. Their mission is to empower clients and advisors to live their best lives by offering guidance and education that helps them secure their financial futures and protect the people they care for. Their vision is to provide accessible education and guidance that transforms dreams into action, resulting in everyone's financial independence. They focus on the importance of sustaining your legacy across generations with private wealth management.
SPECIALTY:
Comprehensive Planning, Business Solutions, Risk Management, Investment Planning & Legacy Planning