The 7 Biggest Financial Consulting Firm in Midland

Midland, a bustling city in Texas, is renowned for its robust economy and thriving business landscape. Among the various industries that contribute to Midland’s economic vitality, financial consulting services hold a prominent position. The city is home to a plethora of financial consulting firms that offer a comprehensive range of services to businesses and individuals alike. Here’s a list of the five largest financial consulting firms in Midland, each of which has carved a niche for itself in this highly competitive domain:

1. Simmons & Company International:

   • Established in 1974, Simmons & Company International stands tall as a preeminent financial consulting firm in Midland.
   • The firm’s experienced team of consultants provides an extensive array of services encompassing financial planning, estate planning, tax strategies, and business valuation.
   • Simmons & Company International’s commitment to excellence and personalized service has earned it a loyal clientele and a reputation for delivering tailored solutions to meet each client’s unique financial objectives.

2. Baker Tilly Virchow Krause, LLP:

   • Baker Tilly Virchow Krause, LLP is a globally recognized accounting and financial consulting firm with a well-established presence in Midland.
   • The firm offers a comprehensive portfolio of services, including audit and assurance, tax consulting, business advisory services, and risk management solutions.
   • Baker Tilly Virchow Krause, LLP sets itself apart through its commitment to innovation and its track record of leveraging cutting-edge technologies to enhance the quality of services provided to clients.

3. BKD LLP:

   • BKD LLP, a prominent national accounting and advisory firm, maintains a substantial presence in Midland.
   • The firm’s range of services encompasses accounting, tax, audit, risk consulting, and technology solutions, catering to the diverse needs of businesses and individuals.
   • BKD LLP prides itself on its collaborative approach, working closely with clients to understand their unique challenges and aspirations, and customizing its services accordingly.

4. Moss Adams LLP:

   • Moss Adams LLP, a leading accounting and consulting firm, has established a strong foothold in Midland.
   • The firm offers a wide array of services, including audit and assurance, tax planning, wealth management, and business consulting solutions.
   • Moss Adams LLP distinguishes itself through its commitment to diversity and inclusion, fostering a workplace that embraces different perspectives and backgrounds, resulting in innovative and effective solutions for clients.

5. RSM US LLP:

   • RSM US LLP, a globally renowned audit, tax, and consulting firm, has a well-established practice in Midland.
   • The firm provides a comprehensive range of services, encompassing financial statement audits, internal audit services, tax consulting, and business consulting solutions, catering to clients across various industries.
   • RSM US LLP is committed to delivering exceptional client service, leveraging its extensive expertise and industry insights to help clients navigate complex financial landscapes.

The 7 Biggest Financial Consulting Firm near Midland

Premier Financial Planning Services Inc.

• Address: 544 Hugel Ave, Midland, ON L4R 1V9, Canada
• Map: Click here
• Rating: 4 (4)
• Phone: +1 705-527-2621
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 4:30 PM

  Tuesday: 9:00 AM – 4:30 PM

  Wednesday: 9:00 AM – 4:30 PM

  Thursday: 9:00 AM – 4:30 PM

  Friday: Closed

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Sharon Margaret✭✭✭✭✭

  2 years ago

  We wanted unbiased financial planning advice regarding our impending retirement, and that is exactly what we got from Jacquie Skinner of Premier Financial Planning Services. She took the time to understand all aspects of our income sources and spending habits, then put together a detailed plan of how and when to draw from our various sources, based on our specific needs. We now feel confident that our future is on secure financial footing.

  Warren Lang✭✭✭✭✭

  4 years ago

  My experience with Jacquie was extraordinary. I was blown away by her creativity, professionalism, insight, knowledge, sense of humour, quality advice and, most of all, unwavering commitment to looking out for my best interests.

  I had never heard of Jacquie before I contacted her. I discovered her online. As a result, I’m taking some time to write a detailed review because if you are reading this, you are in the same situation I was in – searching for a fee-for-service CFP online.

  I have just completed a planning cycle with Jacquie. It was the first time I have worked with her. It is also my first experience working with a CFP to do some financial planning.

  By way of context about my ability to assess her work, let me say that I have significant personal and professional experience related to finance and investing, including currently working directly with several CFPs.

  Some examples of ways that Jacquie is superb.

  At the initial meeting, Jacquie was professional, friendly, warm, thoughtful and most of all, careful, curious and attentive. She took the time to genuinely get to know me, understand my situation and be clear about what I was hoping to achieve. As I drove home from the meeting, I felt a deep sense of reassurance and comfort. I just knew that my financial future and dreams for my life were in good hands.

  As we went through the process, every aspect of Jacquie’s work was stellar. She carefully and thoroughly advised me about the various risks I needed to consider, patiently went through several iterations as I began to narrow my future vision, ran precise and exacting projections, and suggested highly creative options I never even thought to consider.

  Jacquie was also transparent about all fees, which were reasonable based on a comparison with other CFPs.

  To cap it all off, Jacquie is articulate, clear and accessible – in conversation and in writing. She delivered her projections and advice with a keen focus on making sure I understood what she was saying. She also handled all of my ideas and tangential questions with ease. It was like learning from the best teacher you have ever had yet you are the only student in the class.

  If you are wondering about whether to contact Jacquie – don’t. Just give her a call.

  You will discover right away that you are working with a consummate professional. I guarantee you will walk away feeling at peace with your future plans. You will also have a great time.

  Jacquie is, quite simple, everything you could hope for in a CFP.

  Ken Pavely✭✭✭✭✭

  4 years ago

  We are very pleased with the plan she put together. She is engaging, pleasant and took the time to ensure she had our needs and wants before constructing it. She provided different options with the rationale behind each of them, and she explained it all in an easy to understand manner.

  George Shannon✭

  4 years ago

  Not happy with the plan. Had to be redone because of mistakes. Any change cost a lot of money. No tax planning if we live an average life span. No specifics of where in are RRSP to draw money from. I am looking for a new adviser.

Edward Jones – Financial Advisor: Jamey Drummond, DFSA™|CEA®

• Address: 525 Bay St Unit B, Midland, ON L4R 1L2, Canada
• Map: Click here
• Rating: 5 (3)
• Phone: +1 705-528-1596
• Website: Link
• Opening hours:
  
  Monday: 8:30 AM – 4:30 PM

  Tuesday: 8:30 AM – 4:30 PM

  Wednesday: 8:30 AM – 4:30 PM

  Thursday: 8:30 AM – 4:30 PM

  Friday: 8:30 AM – 4:30 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  John Bowser✭✭✭✭✭

  2 years ago

  When my mother became terminally ill and I was to take over her estate. My moms wish was that I amalgamate all her assets into an account at Edward Jones in Midland Ontario and referred me to Jamey who she had been a client of for a number of years.  She essentially felt that if I worked with Jamey I would be able to ensure the best possible future for my inheritance. Under Jamey’s quick advice I adjusted certain things to do with the estate so that I would be able to avoid probate court.  That advice alone single handedly saved me between 10 to 20k in lawyer fees, probate taxes and all the other expenses that would have accumulated if the process of closing the estate had been obstructed for that unknown length of time.  ( most likely  3 to 6 months waiting on court dates)

  Financial advisors know about more then just mutual funds and stocks. And the Edward Jones approach to handling your portfolio is a more thorough and collaborative method then a lot of other investment banks. Thats why, although they re not the cheapest in terms of fees, they will go over and above what other banks would do to look out for you financially.  And that’s why they say you get what you pay for.

  Marilyn Holden✭✭✭✭✭

  3 years ago

  It is 7 years this month ( May 2020 ) that I have been dealing with Edward Jones Midland office and Jamey Drummond. Jamey, who is rooted in the area, is a very knowledgeable, very professional advisor offering sound advise backed by a large reputable world wide firm. Jamey and staff also present a very welcoming atmosphere whether by phone or in person.

  SWARTZ Tammie Daniel✭✭✭✭✭

  7 years ago

  Jamie and his staff are a great asset to the community, very kind and knowledgeable and really care they dont get u to purchase what u cant afford.

Atherton Financial Group Inc

• Address: 490 King St, Midland, ON L4R 4P3, Canada
• Map: Click here
• Rating: 5 (2)

BMO Financial Planner: Julie Card-Levac

• Address: 243 King St, Midland, ON L4R 3M4, Canada
• Map: Click here
• Rating: 5 (1)

Corporate Solutions Inc.

• Address: 543 Yonge St, Midland, ON L4R 2C6, Canada
• Map: Click here
• Rating: 5 (1)

Assante Capital Management Ltd.

• Address: 237 King St, Midland, ON L4R 3M1, Canada
• Map: Click here
• Rating:

CIBC Financial Advisor: Jessica Wicks

• Address: 274 King St, Midland, ON L4R 3M6, Canada
• Map: Click here
• Rating:

Discover top consulting firms in various cities, like those mentioned in Bolton, Keswick – Elmhurst Beach and Timmins, to understand the dynamic business scene across Canada. These companies play a crucial role in shaping the vibrant business environment, positioning Midland, Ontario, Canada as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Midland

MIdland is a city in West Texas that is known for its thriving oil and gas industry. With a large number of businesses in the area, there is a demand for financial consulting firms to help companies with their financial management and strategic planning. Here are three top financial consulting firm alternatives that are popular in Midland:

• Deloitte: Deloitte is one of the largest professional services network in the world, specializing in audit, tax, consulting, enterprise risk and financial advisory services. Their team of consultants in Midland have industry expertise and can provide tailored solutions to meet the unique needs of businesses in the area. They offer services such as financial restructuring, business transformation, and risk management.
• KPMG: KPMG is a global network of professional firms providing audit, tax, and advisory services. They have a presence in Midland and offer a range of financial consulting services to businesses. KPMG has a focus on helping businesses navigate complex regulatory environments, manage risks, and improve their financial performance. They offer services such as financial due diligence, valuation, and transaction advisory.
• PwC: PwC is a multinational professional services network that provides consulting, advisory, and tax services. Their team in Midland has deep industry knowledge and can assist businesses with financial strategy, cost reduction, and operational improvement. PwC also offers services such as compliance and risk management, financial modeling, and mergers and acquisitions advisory.

These financial consulting firms have a strong presence in Midland and are trusted by businesses in the area to provide valuable insights and solutions for their financial needs. Whether it’s navigating through industry-specific challenges or improving financial performance, these firms have the expertise to assist businesses in achieving their goals.

Thank you for taking the time to read our article. For more in-depth reviews and comprehensive ratings on the Financial Consulting Firm, please explore the recommended articles listed below.