At Wellings, we provide complete wealth care services with specific tax advantages by getting to know our clients' values, goals and dreams. Through Investments, retirement and estate planning services we enable our clients to reach their financial goals, to honor the promises they have made to themselves and their loved ones, to retire with peace of mind and financial independence. We want to make our business clients more successful and give our tax clients confidence in dealing with Federal and State taxing authorities.
Services
Wellings Wealth Care is a diversified financial services entity, created with affiliates of Wellings & Co., a full service CPA firm and registered representative of 1st Global Capital Corp. located in Dallas, Texas, through whom securities are offered. Our members of Wellings Wealth Care are fully licensed as registered representatives, life, health and long term care insurance sales and investment advisor representatives.
Reviews (1)
Jeff J.
May 21, 2020
Great tax guys my only complaint I was charged nearly 600 for 4 W2 punch ins. I did my 2019 taxes in 10 minutes on H & R Blocks website. The reason I went to them I could not find 2018 forms. Really over charge when it's you just punch the numbers in and your done. I'm supposed to get a refund I'll pay them when that shows up