Given the current climate of our country I decided to finally get into investing and money…read moremanagement. Being that I am completely new to this I asked around and was referred to Kisin Wealth Management by a friend and I am so thankful I was! They are so patient with me and all my questions, did such a great job breaking down the game plan of where my money would go, how it would grow and what realistic expectations to have. They were honest, ethical and made me feel so comfortable in a world that is so unfamiliar to me.

Best decision I ever made was to trust KWM to do my investments/financial planning. A friend…read morereferred Ilya and raved about how happy she was with his expertise and knowledge, so I decided to check out KWM. He is truly wonderful, patient, and always willing and available to answer any questions I may have. He takes his time and explains everything to me and makes sure to break it down so I fully understand. I highly recommend using KWM for all your financial planning/needs, you won't regret it.

I recently had an overwhelmingly positive experience with Sunbelt Business Brokers of Dallas Metro…read moreand Bill Nicholson. Bill and I have known each other over the years through networking in the Dallas/Ft. Worth area. Recently, I was looking for future opportunities and Bill worked with me to identify a franchise to buy along with helping me along with funding sources for the new business. I am well on my way to opening the doors of my very own business and I couldn't be happier. If you're in the market to sell a business or buy a franchised or non-franchised business, I highly recommend calling Bill Nicholson and Sunbelt Business Brokers of Dallas Metro. Steve Kuntz

I would like to highly recommend Mr. Bill Nicholson. He is a very professional, well-spoken, and…read morekind business professional. He provided our company with a professional and complete business valuation, and did all he could to sell our business to an interested buyer. Although the buyer did not come through (and someone else bought it), we really respect Bill and his professionalism.

So I had been working with the owner, Nydia Rios for some trust documents that I want it set up for…read moremy family and she has been super communicative and educational from the start. I would highly recommend her to anyone that is trying to make sure that their families are going to be financially taken care of in the event of a tragic loss!

From the owner: Contractors, Truckers, Realtors, Restaurant Owners, Entrepreneurs!…read more Tax season here! Are you ready? Prive Financial has your back with expert tax strategies and seamless business filing services for 1099 contractors and small business owners. Maximize Your Deductions Meet Filing Deadlines Avoid Costly Penalties Develop an Annual Tax Strategy Don’t leave money on the table! Call us today and get ahead of the game before the tax rush hits. Let’s keep your hard-earned cash where it belongs—in your pocket!

Niktanza Buggs was great working with her. She got me funded in 30 days, and got my student loans…read moreremoved from my credit report.

I gained valuable insights from my collaboration with Jumpstart Capital to secure funding for my…read morebusiness, including key considerations and best practices for working with a capital firm. Moving forward, I will review the loan origination fees, APR, repayment amounts, and repayment terms before I agree to the terms. As long as I understand the capital's terms and conditions before we enter into any agreement, we can continue our partnership.

My goal was to organize my finances and truly understand the ins and outs of taxes, cash flow,…read morebookkeeping, etc. and I got so much more from working with Erin! I feel more empowered than ever before around my finances and owe it to Erin for being patient with me, answering all of my questions, and her guidance in setting up all my new systems. I highly recommend her!

Erin is the financial professional your business needs! I needed to establish a solid financial…read morefoundation for my company and Erin helped me do that. She pays close attention to detail and allays any fears you may have through her depth of knowledge and warm affect. Erin is worthy of your trust and confidence.

Porcha was very responsive and knowledgeable. She was able to direct me to a conclusion with her…read morevast knowledge. She was also very patient as she had to explain things to me a few times for me to understand. I definitely recommend her.