Now that the holidays are behind us we’re approaching the not so fun time – tax season.  We’ve had several moms recently asking for finance-related recommendations, so I’ve grouped them all here.

monopoly

Board games – when managing money is simple

Financial Planners

Mom Tip!: The Paladin Registry of Financial Professionals will help you research financial planners for the area that meet your needs.  It’s free.

David McAdams of McAdams Tax Advisory Group, 98 Timber Creek Dr. (Walnut Grove & G’twn Pkwy) 737-3883. Full disclosure: yes, he’s our son. I have met so many of his clients that tell us how much they enjoy working with him that I feel confident beyond family ties to recommend him highly!

Wells Fargo Advisors

  • Ruth Lentz at Wells Fargo Advisors in the Crescent Center- she can find the best rates on 529 plans for you.
  • Bob Farrell at Wells Fargo Advisors. He has been a trusted adviser to my husband, his family and me for many years. 

Vantage Wealth AdvisorsBrian Boswell 901-312-5067

Legacy Wealth Management Poplar and Kirby 901.758.9006  Speak with Brienne Smith

My husband, George, owns Chartwell Financial Group. They are located in the Bancorsouth building at 6363 Poplar, Suite 220, Memphis TN 38119 901-692-5100. Of course he’s my husband, but he and his firm come highly recommended. He’s been in the business for 20+ years and knows what he’s doing and is well versed in the industry and what to be cautious of. 

The Associated Agency, 5050 Poplar Ave #1200 in the tower. They are great and you actually understand what you did after you leave

My father owns Wealth Strategies Group. They do a lot more than college plans – sort of all around financial “health” they are in the Koger Center at Walnut Grove and Germantown Parkway. My fathers name is Charlie Auerbach.

Jeff Breunig at Strategic Financial Partners. It is a great firm. 901.240.2826   

Mortgage Brokers

Wells Fargo

We went through Costco.com. We got a great discount and was able to pick from a few different lenders.

Linda McDowell at Mortgage Investors Group….she was our original loan officer at first Tennessee when we bought our first house, and we’ve used her for all our refinancing ever since!

Steve Sentell at Regions Mortgage on Ridgeway Loop.

Marcy Russell at IberiaBank is awesome. We’ve used her a couple times (purchase and refinance), and she’s always helpful and considerate. Her number is 759-4810. 

Tax Preparation

James Denney

Phil Schaefgen[email protected], 7613637. He’s AWESOME!!! Used him for 7yrs!

I highly recommend Tom Byrne of the Byrne CPA Firm. They are based in Mississippi, but we have had no problem working with them from Memphis via phone and mail/FedEx. Tom has been doing the taxes for my father’s small business for a number of years and started doing our personal taxes a couple of years ago. They always save us lots of money!

P&L Bookkeeping and Taxes in Cordova John Emerson. 901-753-4037 very affordable and super nice older guy!

We have been using Fry Financial For a few years now .. Stephen Fry … Great guy 

Bartlett Tax Service – Bartlett taxes we see Belinda and she got us 8k last year