Financial Consultant — Providing Valuable Options and Advice to Grow Your Business

Financial Advisor in Dallas, TX

We offer high-quality financial advising for your small business. Our vastly experienced and unique service team provides the best and most comprehensive approach to your wealth management. Biel Fisette Iacono is a local and highly reviewed CPA firm in the Dallas, TX area. We focus on growing with our clients and helping them find success solutions. Check out our reviews and high ratings to learn more about what we can do for you!

Our Financial Advising Services

As a local CPA Firm, Biel Fisette Iacono LLP is highly invested in our community and the surrounding area. It’s why we love working with business owners that are seeking the best path forward to grow their business. 

Our financial advising services include:

  • Wealth management services
  • Wealth accumulation 
  • Wealth advisory planning
  • Equity and debt planning
  • Risk management planning 
  • Business succession planning 
  • Mortgage and other debt planning
  • Retirement planning, IRAs, Social Security, etc
  • Private client tax

The Benefits of Working With a Financial Advisor

Sitting down and laying it all out on the table is a great way to make sure that your business is open to all the possibilities and options available. So whether you are looking for financial advice for your small business or your family, we can help. 

The benefits of working with a professional financial consultant include:

  • Help in setting goals and establishing pathways towards accomplishing them
  • Advice on investments 
  • Access to recent and in-depth information regarding markets, investments, regulations, etc. 
  • Learning about options on cost savings 
  • Help you prepare for different stages of business growth
  • Guidance on how to plan your personal finances in coordination with business finances

Planning Your Business Finances at Every Stage 

The truth is that financial planning is a life-long journey. So much of our lives is tied to our financial stability and the confidence that we are on solid footing and able to provide for our families and employees. Many small business owners neglect to seek advice in the early stages of business, despite the fact that a business venture needs to have short term and long term goals. At the same time, running a business is an all-consuming venture that often leads people to neglect their personal and family finances. 

As a financial consultant, we can help you balance all of these things out by providing you all of the options, information, and valuable advice you need. Over the years, we have helped many small business owners kick start their business on the right foot and follow a defined and structured plan towards growth and success.

A business requires a multi-faceted approach and understanding to building and managing wealth, profits, payroll, and more. Speaking with a financial consultant at Biel Fisette Iacono means access to highly-trained financial professionals and vast resources of knowledge and expertise. 

Why You Should Choose Us as Your Financial Advising Firm

So what’s the difference in working with BFI? Not only do we have more than 30+ years of experience in the financial sector, but our service team has a varied profile of expertise. Working with us means working with the whole team. We will provide a comprehensive all-encompassing approach to your finances, creating solutions from a broad understanding of your financial situation—both personal and business-related. 

Biel Fisette Iacono is a unique type of firm. We work closely with our clients to offer options and a pathway towards success. Our vast knowledge spans a wide spectrum of industries. We have worked closely with the construction, real estate, manufacturing, distribution, service industry, and more. 

Contact Us Today!

We are here to answer your questions. Let’s get started with your pathway to success. Give us a call today! Contact us at 214-691-5635.

Financial Advisor in Dallas