Legacy planning strategies in Fort Smith, Arkansas

Old Fort Wealth Management Inc. is a leading finance institution located at 200 North Greenwood Avenue in Fort Smith, Arkansas, United States. With a team of experienced financial advisors, we provide personalized wealth management services to help our clients achieve their financial goals. Our comprehensive approach includes investment planning, retirement planning, estate planning, and more. Trust Old Fort Wealth Management Inc. to guide you towards a secure financial future.

October Wealth Advisors is a premier financial institution located at 322 North 8th Street in Fort Smith, Arkansas, United States. Specializing in wealth management and financial planning, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, October Wealth Advisors is committed to providing top-notch financial guidance and support to individuals and families. Visit us today to learn more about how we can help you build and preserve your wealth.

Edward Jones - Financial Advisor: Chrissy Nguyen, CRPC™|CRPS™ is a reputable financial institution located at 6707 Phoenix Avenue in Fort Smith, Arkansas, United States. Specializing in finance, Chrissy Nguyen, a certified CRPC™|CRPS™ advisor, offers expert financial advice and services to help clients achieve their financial goals. With a commitment to personalized service and a focus on building long-term relationships, clients can trust Chrissy Nguyen to provide sound financial guidance and support. Whether you are planning for retirement, investing for the future, or managing your wealth, Edward Jones - Financial Advisor: Chrissy Nguyen, CRPC™|CRPS™ is dedicated to helping you navigate the complexities of the financial world with confidence.

The UAFS Family Enterprise Center, located at 70 South 7th Street in Fort Smith, Arkansas, is dedicated to serving the unique needs of family businesses in the area. Led by the Jim Walcott Family Enterprise Center, the institution offers a learning community where family businesses can come together to learn, grow, and succeed. With a focus on fostering communication and collaboration across generations and within the family and business, the center provides access to valuable educational programs, support, and networking opportunities. From quarterly breakfast meetings to semi-annual conferences, the center hosts events and connects local businesses with nationally recognized family business experts. Join the UAFS Family Enterprise Center to take your family business to the next level.

LPL Financial | Presley Wealth Management is a finance institution located at 2218 South 57th Street in Fort Smith, Arkansas, United States. Specializing in wealth management, this institution offers a range of financial services to help clients achieve their financial goals. With a team of experienced professionals, LPL Financial | Presley Wealth Management provides personalized financial planning and investment strategies to individuals and families. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, this institution can help you navigate the complexities of the financial world and make informed decisions about your money.

Raymond James Financial Services is a finance institution located at 4200 Rogers Avenue in Fort Smith, Arkansas, United States. They offer a wide range of financial services including investment management, retirement planning, and wealth management. With a team of experienced financial advisors, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services is committed to providing personalized solutions to meet your individual needs.

Keith Lux is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3101 Free Ferry Road, Fort Smith, Arkansas, United States. Keith Lux holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. Keith Lux is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Keith Lux is committed to helping clients achieve their financial goals and secure their financial future.

Robert Brown - Financial Advisor at Ameriprise Financial Services, LLC, located at 2401 South 51st Court in Fort Smith, Arkansas, offers personalized financial advice to help clients prepare for their future goals. With a focus on understanding what is truly important to each individual, Robert helps clients feel more confident and in control of their financial life. As a registered investment adviser and member of FINRA and SIPC, Robert provides investment products and services to residents in states where he is properly registered. Clients can expect a complimentary initial consultation to discuss financial planning concepts and begin working towards a more secure financial future. Ameriprise Financial Services, LLC. also offers an Online Security Guarantee and protection against email fraud for added peace of mind. Contact Robert Brown today to start planning for a brighter financial future.

Merrill Lynch Financial Advisor H. Lawson Hembree is a finance institution located at 3220 Old Greenwood Road, Fort Smith, Arkansas, United States. The team at Merrill Lynch is dedicated to understanding your values and financial goals to help you achieve your desired outcomes. They provide personalized one-on-one conversations to get to know you and your family's aspirations. The Lawson Hembree Group advises a diverse clientele including business owners, executives, professionals, retirees, and non-profit organizations. They work collaboratively with clients to develop customized wealth management strategies to support their financial goals. With a focus on exemplary client service, the team at Merrill Lynch is committed to helping clients navigate complex financial decisions and plan for their future. H. Lawson Hembree, Senior Vice President Wealth Management Advisor, brings a wealth of experience and expertise to the team, having worked in banking, finance, and family-owned businesses. Kerry Franklin, Assistant Vice President Wealth Planner, is a Certified Financial Planner™ professional who is dedicated to helping clients define their goals and establish a wealth management strategy centered on their priorities. Alicia Lester, Wealth Management Client Associate, has over 10 years of experience in the financial services industry and is committed to providing excellent service to clients. Merrill Personal Wealth Analysis™ is used to build personalized financial plans tailored to each client's goals and aspirations. As a Merrill advisor, the focus is on helping clients achieve their financial objectives by providing advice and guidance based on their individual needs. By listening to clients and understanding their goals, the team at Merrill Lynch works to develop a customized financial approach designed to address their specific needs and aspirations. Through the Investment Personality Assessment, Merrill aims to gain a deeper understanding of clients' investing preferences to help tailor their financial approach and pursue their long-term goals. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can feel confident in their financial future with the support of the team at Merrill Lynch Financial Advisor H. Lawson Hembree.

Merrill Lynch Financial Advisor Dennis L Wood is a finance institution located at 3220 Old Greenwood Road, Fort Smith, Arkansas, United States. Dennis Wood has been a financial advisor with Merrill Lynch Wealth Management since 1994, focusing on multi-generation asset management, trust, and estate planning services. Dennis is passionate about traveling with his family, serving as a Deacon at East Side Baptist Church, and enjoying outdoor activities like backpacking, camping, biking, and hunting. He graduated from the University of Arkansas at Fayetteville in 1994 with a Bachelors of Science in Business Administration with a major in Finance. Dennis lives in Fort Smith with his wife, Courtney, and their two children, Carter and Charlotte. The mission of Dennis Wood & Associates is to improve the quality of clients' lives by providing customized advice and guidance. They offer services such as risk management, retirement income services, long-term care, wealth transfer, trust and estate planning, home financing, philanthropic planning, and legacy management. They specialize in working with wealthy families, corporate executives, and independent women, helping clients achieve their financial goals through personalized plans tailored to their needs and priorities.