Money Smart Tools

Insurance · Texas, United States · 11-50 Employees

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Overview

Headquarters

3845 N Garland Ave Ste 700, Garland, Tex...

Phone Number

(972) 213-7127

Revenue

<$5 Million

Industry

Insurance Business Services Accounting for Legal Practices
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Money Smart Tools

Money Smart Tools is a licensed insurance agency based in Garland, TX, offering a wide range of services including health insurance, life and annuity, property and casualty insurance, and personal financial planning. The firm caters to business owners, executives, and independent professionals, providing essential services such as tax preparation, payroll, and QuickBooks assistance. With a focus on navigating complex tax laws and maximizing deductions, they aim to simplify financial management for their clients. Their commitment to professionalism and affordability makes them a trusted partner for both individual and business financial needs.Explore more
Money Smart Tools's Social MediaPopular SearchesMoney Smart ToolsMoney Smart Tools IncSIC Code 64,641NAICS Code 52,524Show more

Money Smart Tools Org Chart

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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Money Smart Tools

<$5M
11-50
Private
-
1997
HB
Heather BuegelerChief Operating Officer
<$5M
1-10
Private
-
1996
JL
Jean LessAccounting Clerk
<$5M
1-10
Private
-
-
MS
Mark SummersAccountant and Tax Preparer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
<$5M
-
SA
Steven AllegrettiSenior Partner
<$5M
1-10
Private
-
2005
TS
Terri SwinsonFounder, CEO & President
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Money Smart Tools is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

Money Smart Tools is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Money Smart Tools.

Money Smart Tools Tech Stack

A closer look at the technologies used by Money Smart Tools

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Frequently Asked Questions Regarding Money Smart Tools

What is Money Smart Tools's official website?
Money Smart Tools's official website is www.moneysmarttools.com
What is Money Smart Tools's Revenue?
Money Smart Tools's revenue is <$5 Million
What is Money Smart Tools's SIC code?
Money Smart Tools's SIC: 64,641
What is Money Smart Tools's NAICS code?
Money Smart Tools's NAICS: 52,524
How many employees does Money Smart Tools have?
Money Smart Tools has 11-50 employees
What industry does Money Smart Tools belong to?
Money Smart Tools is in the industry of: Insurance, Business Services, Accounting for Legal Practices
What is Money Smart Tools competition?
Money Smart Tools top competitors include: 1818 Elite Financial, Sweetwater Accounting & Tax Solutions, Mark Summers Tax and Accounting Services, Allegretti & Associates
What technology does Money Smart Tools use?
Some of the popular technologies that Money Smart Tools uses are: ProSites, Microsoft 365, GoDaddy DNS, Amazon Web Hosting
How do I contact Money Smart Tools?
Money Smart Tools contact info: Phone number: (972) 213-7127 Website: www.moneysmarttools.com
What does Money Smart Tools do?

Money Smart Tools is a licensed insurance agency based in Garland, TX, offering a wide range of services including health insurance, life and annuity, property and casualty insurance, and personal financial planning. The firm caters to business owners, executives, and independent professionals, providing essential services such as tax preparation,... payroll, and QuickBooks assistance. With a focus on navigating complex tax laws and maximizing deductions, they aim to simplify financial management for their clients. Their commitment to professionalism and affordability makes them a trusted partner for both individual and business financial needs.Read More

What are Money Smart Tools social media links?
Money Smart Tools Linkedin page Money Smart Tools Facebook page
Is Money Smart Tools a public company?
Money Smart Tools is private company therefore does not currently have an official ticker symbol
See more information about Money Smart Tools

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