Best Financial Consulting Firms in Fort Worth, TX 2021
Franfund is a financial services and tax advisory firm that helps people expanding existing businesses or starting new ones to put together financial strategies that would help them. The firm helps clients manage their money, both incomes and expenditures, efficiently to achieve business goals.
The firm assists clients in getting funding rounds for their businesses, no matter at what stage they're in or what size they are operating at. It helps them get rounds of funding that is aligned with the business' goals.
The firm's tax product FranPlan makes use of the Rollover for Business Startups (ROBS) program available with the Internal Revenue Service (IRS), to help clients access tax-deferred funding incurring no large penalties. Clients can use this funding to make debt-free investments in their businesses.
The firm also offers a loan acquisition product that makes pre-qualification easy for clients and gives them access to the firm's vast network of lenders. This program has a success rate of 99% for its pre-approved borrowers.
Omega Wealth Partners is an independent investment advisor that aims to help work with its clients' assets and modify them into meaningful investments for the future. It has worked with those with billions of dollars under management and has also handled smaller amounts for start-ups and home businesses. It works towards combining client interests with the right market strategy in investments.
The firm has an approach of giving unbiased and meaningful financial advice devoid of any conflicts of interest. It helps with recommending investment allocations and to build diversified portfolios based on financial goals. It also gives wealth management advice in a comprehensive, coordinated manner.
It takes into account all important moving parts in a client's financial plans including their present situation, future needs and lifestyle choices before recommending a strategy for their goals. It offers advice in the fields of asset management, planning for retirement planning, education and estate planning and tax planning.
Omega Wealth Partners is a member of various certification authorities including FINRA and SIPC. It is also a registered investment advisor.
Wells Fargo Advisors offers guidance and advice that helps clients maximize every aspect of their financial goals, working round the clock to provide such services. It has over 13,000 financial advisors across the United States who provide all the relevant information needed to achieve both short-term and long-term fiscal goals while navigating turbulent markets.
The firm's advisors have a client-centric approach to their suggestions and are backed by the expertise, investment research, selection and resources of the country's most recognized investment banks, Wells Fargo. Clients can sit with their advisors to explore important goals, and build investment plans that support them.
It has a proprietary investment planning tool called Envision that helps advisors and clients stay on track toward their goals. The process is flexible and customizable, which gives the firm a high-level of capabilities in serving a diverse clientele. Clients can also view plan details and test out new strategies before deciding on them using the tool.
Merrill offers financial advisory services backed by the U.S. financial giant and Fortune 500 company Bank of America. Its main function besides investment banking is to advise clients on the best investments, backed by quality research and a vast experience of the markets.
The firm caters to business clients, governments, institution and non-profits besides individuals and small businesses offering them advice on financial goals and on specific products such as insurance and taxation. It aims to provide the best investment solutions that add to clients' wealth.
The firm was bought out by Bank of America during the financial crisis of 2008 and has since operated together offering various investment banking and wealth management for clients.
Mercedes-Benz Financial Services offers credit and financial access to auto owners so they can make purchases or lease out cars for personal or business purposes. It is backed by the auto giant Mercedes Benz and therefore has vast resources and years of experience behind it in the field.
Clients can access financial accounts, manage their payments on automobiles depending on the cars they have chosen and based on whether they have leased or bought it. Clients also have the option of acquiring financial assistance and advice on what products to choose with the help of the company's technology-driven services.
The firm also finances car ownership and has various options for businesses and individuals to lease out cars depending on their usage. Mercedes-Benz also offers Insurance services, backed by the insurance behemoth Liberty Mutual which is designed according to the needs of its clients.