Talk to a Financial Advisor:
281.466.4843
Strategic Partners
Jeremy S. Sweet, LLC. is a full-service provider of tax, bookkeeping, and other financial services for all types of businesses and also for individuals. Our founding partner believes that behind every business and individual is a crucial demand for service and professional assistance from someone who cares about their needs and addresses their concerns as a top priority. You are not just another number when you partner with our firm. In addition to those ideals, we believe our clients deserve ideas and strategies to help maximize the service benefits they receive.
Aurelia E. Weems, CPA
“The Most Trusted CPA in the Woodlands Area."
www.woodlands-cpa.com
936.273.1188
At Aurelia Weems, CPA we believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.
We provide a variety of services including:
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Income Tax Preparation for all types of businesses, and individuals
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IRS and State Audit Representation
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Payroll Reporting
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QuickBooks® setup, support and training
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Business startup services
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Monthly bookkeeping
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Financial statements – making sure your financial records are timely and accurate
Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
Randy Lovelace
Independent Insurance Agent
paragonthewoodlandstx.com
Phone: (281) 298-0440
23 years of insurance experience as both a Captive Agent (16 yrs) and as an Independent Agent (7yrs). Major learning experiences have been dealing with Catastrophes such as hurricane Rita in 2005 as both agent and insured right in the middle of the devastation, and then with hurricane IKE in 2008.
Specialties: Insurance for Auto, Home, Boats, Motorcycles and Flood all utilizing multiple independent carriers. Also different types of Business Insurance such as General Liability, Commercial Property, Business Owners Packages as well as Workers Compensation
Nick Stovall
CPA/PFS, CGMA, MBA
www.stovallassoc.com
Phone: (877) 441-1219
Nick Stovall is at the forefront in accounting; strategic retirement planning; business, IRA and technical taxation; tax law and policy; and investing. With his extensive knowledge and background, Stovall also wrote “The Future of Taxation: And How to Prepare.” Stovall has been featured on national media outlets including The Wall Street Journal’s MarketWatch, Investment News, Financial Planning Magazine, Bloomberg and numerous radio broadcasts. In January 2010, after two decades of public accounting and C-level private industry experience, he founded what is now Stovall and Associates, Ltd., an independent certified public accounting firm located in Minnesota. As owner, president, and chief tax strategist for the company, Stovall provides an invaluable perspective on the intricate relationships between tax and business issues to clients across the United States and Europe.
Dossey and Jones, PLLC
MSE, MBA, JD - Partner
25025 Interstate 45, Suite 575
The Woodlands, TX 77380
www.dossey.com
281.410.2792
Dossey & Jones, PLLC is a law and accounting firm in The Woodlands, Texas, focusing on a variety of different practice areas, including estate planning, probate administration, tax, business formations and financing, business sales, mergers and acquisitions, intellectual property, asset and creditor protection, real estate transactions, and general counsel and accounting services. We have a team of lawyers, CPAs, and accountants who have dedicated themselves to helping our clients achieve their legal and accounting goals.
Hometrust Mortgage Company
2520 Research Forest Drive, Suite 120
The Woodlands, TX 77381
936.582.1600
Hometrust Mortgage offers an extensive suite of exceptional loan programs to fit any homeowner's needs. From conventional loans to FHA and VA, they can help you choose the product that is right for you. It is dedication to providing excellent customer service and value that has made Hometrust Mortgage a top-tier correspondent lender in the mortgage industry for over two decades.
Better Bookkeepers, Inc.
25227 Grogan's Mill Road
Suite 220
The Woodlands, TX 77380
832.299.6712
Better Bookkeepers is a full-service, independent bookkeeping firm with locations in The Woodlands and Georgetown, TX. We partner with medium and small businesses, non-profits and individuals throughout the Houston and Austin, TX metro areas. Our distinctive, boutique approach to bookkeeping services provides you with only what you need, saving you both time and money.
Rand Wall, CLU, CHFC, RHU
Wall2Wall Insurance
www.wall2wallinsurance.com
Cell: 281-788-0864
Rand R. Wall, CLU, ChFC, RHU has a 35 year history of providing valuable expertise and dependable service to his ever-increasing insurance clientele. Our clients describe us as creative, knowledgeable, prompt, friendly and honest. Kristi Woodring, Rand’s Client Service Manager for the past 21 years, is recognized by our clients as the best they have ever worked with.
Rand has experience in all aspects of the insurance industry, both from the client perspective, as well as the perspective of the insurance companies, having been a Home Office employee at one time. Most of all, though, Rand takes the time to understand the needs of his clients, striving to make their business more profitable. So whether it is Medical, Dental, Life, Disability or Property & Casualty insurance, he is always trying to fit the best value for the dollar to the needs of his clients.
Stephen Cantini
Mutual of Omaha Insurance
2204 Timberloch #250
The Woodlands, TX 77380
www.StephenCantini.com
409-939-8160
As an Insurance Agent for over 33 years, I pledge to be here when you need me. At Mutual of Omaha we listen to you and offer solutions based on your individual needs. We offers a variety of financial products, specializing in ~ Life Insurance ~ Long-term Care ~ and Medicare Supplements. It would be my pleasure to meet with you to discuss your options, and make recommendations based on your personal needs and desires.