About Us
Service with the "Familia Touch"
Our Story
Familia Financial Services was founded on the belief that family is essential because it provides a foundation of love, support, and a sense of community to rely on throughout life's challenges.
We aim to set a new standard of financial services with "The Familia Touch" where our clients feel seen, heard, and valued. We strive for excellence when it comes to Tax Prep and Financial Services.
Our experience spans over a decade in Finance, Sales and Marketing, Real Estate and E-Commerce so we know from personal experience the opportunities and challenges everyday small businesses and individuals face.
Our Values
We aim to share our knowledge and experience to support our customers in their pursuit of entrepreneurship and the American Dream!
Our values are centered around family or "familia". We believe in service with the "Familia Touch". We strive for excellence in service to our customers. We are a woman-owned and minority-owned business on a mission to give our clients the best financial services experience.
Our History
Based out of Plano, Texas and founded in 2024 on the principles of trust, family, integrity. We aim to serve our clients nationwide and offer the best financial services experience anywhere.
Your Trusted Team
Henry Eford
Partner
Henry is an Intuit Turbotax trained Tax Preparer, Advisor, and seasoned entrepreneur with lengthy a business finance career. His experience spans over a decade in Finance, Sales, Marketing, Real Estate and E-Commerce.
Nadirshah Eford
Partner
Nadirshah is an Intuit Turbotax trained Tax Preparer, Advisor, and former teacher turned Education Director with over 15 years experience. She has a wealth of knowledge and a passion for Finance and Tax Education.
Our Culture
Our culture is one of hard work and a pursuit of excellence.
At Familia Financial Services, we believe that what we do and how we treat others truly matters. And that each of us has the power to make a difference.
To us, finance is more than money; it's more than numbers or a piece of paper... It's an opportunity to help people and a commitment that gives people the courage to take risks and pursue the opportunity to build their families and achieve Freedom: The American Dream.
Since the very start, we’ve used our ingenuity to solve situations that others can’t. Offering creative solutions to complex problems, so people can live their best lives and pursue the desires of their hearts. Our culture is about focusing on people’s needs, it’s about building relationships and connecting as community or as we say ... "Familia"
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