Howdy, looking for a few recommendations below ideally located in Montgomery County or within an hour's drive.

CPA for individual tax preparation and to have on hand for any questions throughout the year

Financial advisor with estate planning (no time to handle own investments; also, perhaps EP falls under a CPA?), who won't swindle me or sell me on unnecessary services

Lender recommendations with exp working with first time home buyers and can provide educator/teacher programs and speaks Spanish (latter are not deal breakers as we are likely over any income limits and two I am fluently bilingual)

Pediatrician with same day appointment availability - Currently see Herrin in Conroe but open to a new one

Family doctor/PCP also with same day appointment availability - currently see Koshy at Conroe-Willis Family Medicine but open to a new one

OBGYN for wife - all docs must need to take Anthem Blue Cross - no referral needed

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Family doctor/PCP also with same day appointment availability - currently see Koshy at Conroe-Willis Family Medicine but open to a new one

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I see Dr. Justin Grissom in Conroe and he's fantastic. I've gone in to see him on the same day before, but can't guarantee he always has same day availability.

Thanks! I'll look him up.

Pediatrician - Charles McPherson, MD - he was great and we unfortunately had to leave him when we moved.

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Financial advisor with estate planning (no time to handle own investments; also, perhaps EP falls under a CPA?), who won't swindle me or sell me on unnecessary services

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blivingston @ harmanwealth . com

The Woodlands

Pre or post COVID? Just curious when y'all moved.

Thanks!

Any more recs?

GT_Aggie2015 said:

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Any more recs?

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no, you're expected to do your own research and not rely on the internet for some aspects of life.

David Happymountain said:

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GT_Aggie2015 said:

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Any more recs?

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no, you're expected to do your own research and not rely on the internet for some aspects of life.

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Okay, big guy. You've never asked for a recommendation or researched something? Get the fook outta here with that crap.

And stop saying "MoCo."

Financial planer / estate issues = Legacycfo. Aggie. Tip top.

GT_Aggie2015 said:

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Howdy, looking for a few recommendations below

CPA: Clifford, Ross, Raudenbush and Cooper, CPA's, LLC
1790 Lee Trevino Dr #400, El Paso, TX 79936

Financial advisor with estate planning: Crown Wealth Strategies, El Paso Wealth Management Dipp Metzger
621 Resler Dr, El Paso, TX 79912


Lender recommendations: Sun City Home Loans

Pediatrician: El Paso Pediatric Associates

Family doctor/PCP: Family Medicine Associates of El Paso

OBGYN for wife: Elite OBGYN of El Paso

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Hope that helps!