Financial Services

By: Donald G. McCartney, PC, CPA  10/03/2014
Keywords: Financial Planning, Investing, Personal Financial Planning

We are certified financial advisers, and have been providing financial services for clients since 1987. We offer non-biased advice when it comes to investment choices and products. We can help setup investment accounts for you or your small business (IRA, Roth IRA, SEP IRA, SIMPLE Plan, etc.), and help you select suitable investments for your goals. We offer a wide selection of mutual funds, variable and fixed annuities, and insurance plans. Let us help guide you towards your personal financial goals!

Keywords: Financial Advising, Financial Lessons, Financial Planning, Individual Retirement Account, Investing, Personal Financial Planning

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Other products and services from Donald G. McCartney, PC, CPA


Tax Planning and Consultation Services

For individuals and small-businesses, we offer year-round tax-planning advice to save you the most amount of money on taxes as legally possible.


Tax Return Preparation

We have extensive experience preparing tax returns for individuals and small-businesses, at the state and federal levels.


Accounting & Bookkeeping Services

We have extensive experience in performing bookkeeping services for small businesses around DFW.