Are you looking for an Accountant or Financial Services for personal use or help with a business?
Are you looking for an Accountant, CPA, Financial Business Professional and Services, Bookkeeper or business consultant to help with your finances or taxes? These listings may have everything you are looking for.
I’m Terri Limer, a Workplace Solutions Officer in the North Dallas area. With years of experience in working with business owners like you, I have the skills and know-how to provide exceptional banking services for your business. I look forward to the opportunity to serve you.
My firm is a financial planning business. We help those that have $200,000 or more in investible assets to map out where they are now in order to put together a plan for where they want to be in the future. Other clients would also be those looking to transition into retirement.
We are an extension of your senior management team making sure we maximize your business profit and minimize tax liabilities.