Ameriprise financial planning in Texas
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Gregory Farber - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenGregory Farber is a private wealth advisor at Ameriprise Financial Services, LLC located at 7840 Hillside Road in Amarillo, Texas, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Gregory Farber specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. He is dedicated to helping clients achieve their financial goals and navigate complex financial situations.
7840 Hillside Rd Suite 200, Amarillo, TX 79119, United States -
Joshua Backus - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenJoshua Backus - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 7840 Hillside Road in Amarillo, Texas, is a visionary in the finance industry. As a recipient of the Ameriprise Client Experience Award, Joshua Backus provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track achievements. Clients have secure access to their investments and accounts from any device. Schedule a complimentary initial consultation to discover how Joshua Backus can help you achieve your financial goals. Ameriprise Financial Services, LLC offers investment advisory products and services, with securities offered through the same entity. Contact Joshua Backus for financial planning advice and secure a confident financial future.
7840 Hillside Rd Suite 200, Amarillo, TX 79119, United States -
Happy Investment Services, West Texas Wealth, a financial advisory practice of Ameriprise Financial Services, LLC
● ClosedHappy Investment Services, West Texas Wealth is a financial advisory practice of Ameriprise Financial Services, LLC located at 3110 Olton Road, Plainview, Texas, United States. Our team of Ameriprise financial advisors are dedicated to helping clients achieve their financial goals. We offer personalized financial planning services tailored to each individual's needs and circumstances. Please note that our advisors are registered to do business only in certain U.S. states. During the initial consultation, we provide an overview of financial planning concepts, although no written analysis or recommendations will be provided at this time. While we cannot guarantee future financial results, we strive to help clients make informed decisions about their finances.
3110 Olton Rd, Plainview, TX 79072, United States -
Happy Investment Services, West Texas Wealth, a financial advisory practice of Ameriprise Financial Services, LLC
● ClosedHappy Investment Services, West Texas Wealth is a financial advisory practice located at 4411 98th Street in Lubbock, Texas, United States. As a part of Ameriprise Financial Services, LLC, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We prioritize what matters most to you, whether it's planning for retirement, education, or a major purchase like a second home. Our team will document your goals, regularly review your progress, and adjust your approach as life changes. With secure access to your investments and accounts from any device, you can track your progress towards your financial goals easily. If you have questions or would like to schedule a complimentary initial consultation, please get in touch.
4411 98th St, Lubbock, TX 79424, United States -
Trice Newman - Financial Advisor, Ameriprise Financial Services, LLC
● OpenTrice Newman is a financial advisor at Ameriprise Financial Services, LLC located at 4411 98th Street in Lubbock, Texas, United States. Trice Newman can only conduct securities business with residents of certain states where the advisor is properly registered. The initial consultation with Trice Newman provides an overview of financial planning concepts, although no written analysis or recommendations will be provided. Ameriprise Financial cannot guarantee future financial results. Users of the website are bound by the terms of Ameriprise Financial Website Rules and Regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Trice Newman appreciates the opportunity to help friends or family members achieve their financial goals and will reach out to referrals soon. The institution emphasizes privacy and security through its Privacy and Security Center, Online Security Guarantee, and information about Email Fraud.
4411 98th St, Lubbock, TX 79424, United States -
Ches Phelps - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChes Phelps - Financial Advisor at Ameriprise Financial Services, LLC is located at 4411 98th Street in Lubbock, Texas, United States. Ches Phelps is a registered advisor who offers financial planning services to residents in certain states. The initial consultation provides an overview of financial planning concepts, but no written analysis or recommendations will be provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Users of the website are bound by Ameriprise Financial Website Rules and Regulations. Referrals are appreciated and will be contacted soon. Privacy and security are top priorities at Ameriprise Financial Services, LLC.
4411 98th St, Lubbock, TX 79424, United States -
Cindy High - Financial Advisor, Platinum on Wall Street, a financial advisory practice of Ameriprise Financial Services, LLC
● ClosedCindy High - Financial Advisor, Platinum on Wall Street is a prestigious financial advisory practice located at 310 West Wall Street in Midland, Texas, United States. As a part of Ameriprise Financial Services, LLC, Cindy High offers expert financial advice and guidance to help clients achieve their financial goals. Each Ameriprise advisor, including Cindy High, has their own "Top areas of focus" to tailor their services to best meet the needs of their clients. Clients can review Cindy High's background, credentials, and experience to ensure they are the right fit for their financial needs.
310 W Wall St Ste 403, Midland, TX 79701, United States -
Matthew Carr - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMatthew Carr is a Financial Advisor at Ameriprise Financial Services, LLC located at 3315 81st Street, Lubbock, Texas, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. As a Certified Financial Planner™, Matthew is committed to providing excellent financial planning services to his clients. With a focus on ethical practices and comprehensive knowledge in various financial areas, Matthew Carr is dedicated to helping individuals achieve their financial goals.
3315 81st St ste d, Lubbock, TX 79423, United States -
Jason Seefeld - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJason Seefeld is a Financial Advisor at Ameriprise Financial Services, LLC located at 3315 81st Street in Lubbock, Texas, United States. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jason Seefeld is equipped to provide comprehensive financial planning services. Specializing in asset management, retirement planning, estate planning, and investment strategies, Jason Seefeld is dedicated to helping individuals achieve their financial goals. Additionally, with expertise in areas such as fixed-rate and variable annuities, senior financial issues, divorce financial analysis, and estate planning, Jason Seefeld offers a wide range of services to meet the diverse needs of clients. Whether you are planning for retirement, managing investments, or preparing for life changes, Jason Seefeld can provide personalized financial advice and guidance.
3315 81st St ste d, Lubbock, TX 79423, United States -
Mike Butts - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenMike Butts is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 3223 South Loop 289, Lubbock, Texas, United States. With a focus on understanding your financial goals and priorities, Mike offers personalized financial advice to help you prepare for the expected and unexpected events in life. Whether you are saving for college, planning for retirement, or making smart investments, Mike can help you feel more confident and in control of your financial future. Background and qualification information for Mike Butts is available on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency.
3223 S Loop 289 # 310, Lubbock, TX 79423, United States -
Thelma Gaddis - Financial Consultant, Ameriprise Financial Services, LLC
● OpenThelma Gaddis, a financial consultant at Ameriprise Financial Services, LLC in Lubbock, Texas, is dedicated to helping clients achieve their financial goals. With a focus on personalized financial planning, Thelma offers expertise in areas such as retirement planning, investment management, and estate planning. At Ameriprise, each advisor has their own top areas of focus, allowing clients to find an advisor that aligns with their specific financial needs. Clients can review Thelma's background, credentials, and experience to ensure they are the right fit for their financial goals.
3223 S Loop 289 # 310, Lubbock, TX 79423, United States -
TruPurpose Advisors - Ameriprise Financial Services, LLC
● OpenTruPurpose Advisors - Ameriprise Financial Services, LLC, located at 3315 81st Street in Lubbock, Texas, is a finance institution that offers a range of services to help clients achieve their financial goals and protect their assets. Whether it's insurance solutions for health, life, disability, income, or long-term care, the advisors at Ameriprise Financial suggest personalized coverage levels to suit individual needs. With a focus on preparing for the unexpected, the institution provides consultations to discuss financial planning concepts and offer insights into the current market trends. Clients can expect personalized recommendations and strategies to help navigate the complexities of the financial world.
3315 81st St ste d, Lubbock, TX 79423, United States -
Stephen Butts - Financial Advisor, Ameriprise Financial Services, LLC
● OpenStephen Butts, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 3223 South Loop 289, Lubbock, Texas, United States. With a focus on individual goals and personal risk tolerance, Stephen provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings and progress reviews ensure that your financial strategy evolves with your life changes. Clients can access their investments and track their progress securely from any device. Schedule a complimentary initial consultation to learn more about how Stephen can help you achieve your financial goals. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for state registration information. Let Stephen Butts assist you in planning for a more confident financial future.
3223 S Loop 289 # 310, Lubbock, TX 79423, United States -
Jim Hollon - Financial Consultant, Ameriprise Financial Services, LLC
● OpenJim Hollon - Financial Consultant at Ameriprise Financial Services, LLC, located at 3223 South Loop 289 in Lubbock, Texas, is dedicated to helping clients achieve their financial goals. With a focus on individualized planning, Jim provides investment recommendations tailored to each client's goals and risk tolerance. Regular meetings are held to track progress and adjust strategies as needed. Clients have access to their accounts and progress updates from any device, ensuring transparency and security. For those interested in learning more, a complimentary initial consultation can be scheduled to discuss financial planning concepts. While Ameriprise Financial cannot guarantee future results, Jim is committed to helping clients navigate the complexities of the financial market. With a strong emphasis on personalized service, Jim Hollon is registered to conduct securities business in select states and adheres to FINRA regulations.
3223 S Loop 289 # 310, Lubbock, TX 79423, United States -
Luis Landin - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLuis Landin - Financial Advisor, Ameriprise Financial Services, LLC, located at 444 Executive Center Boulevard, El Paso, Texas, United States, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting to life changes, Luis Landin can assist in creating a sound financial strategy. Clients can benefit from a complimentary initial consultation to discuss financial planning concepts and take steps towards a more confident financial future. Investment products are not insured by the FDIC, NCUA, or any federal agency, and involve risks. Securities offered by Ameriprise Financial Services, LLC, a registered investment adviser. Luis Landin is registered to conduct securities business in specific states. Ameriprise Financial cannot guarantee future financial results. Privacy and security measures are in place to protect clients' information. Referrals are welcome, and friends or family members can expect to hear from Luis Landin soon to discuss their financial goals.
444 Executive Center Blvd Ste 222, El Paso, TX 79902, United States -
Rosa Landin - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRosa Landin - Financial Advisor, Ameriprise Financial Services, LLC is a reputable institution located at 444 Executive Center Boulevard, El Paso, Texas, United States. Specializing in finance, the institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation® among others. The institution is dedicated to providing expert financial advice and planning to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and professionalism, Rosa Landin - Financial Advisor, Ameriprise Financial Services, LLC is committed to helping clients achieve their financial goals and secure their financial future.
444 Executive Center Blvd Ste 222, El Paso, TX 79902, United States -
Omar Chavez - Financial Advisor, Ameriprise Financial Services, LLC
● OpenOmar Chavez - Financial Advisor, Ameriprise Financial Services, LLC is a reputable institution located at 5760 North Mesa Street, El Paso, Texas, United States. Specializing in finance, this institution offers a variety of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. From the AAMS™ certification to the Chartered Financial Analyst® designation, advisors at Omar Chavez - Financial Advisor, Ameriprise Financial Services, LLC have undergone rigorous training and education in areas such as asset management, estate planning, retirement planning, and investment strategies. With a focus on ethics and professionalism, clients can trust that they are receiving top-quality financial advice from knowledgeable and experienced advisors. Whether you are a retiree, small business owner, or high net worth individual, the advisors at Omar Chavez - Financial Advisor, Ameriprise Financial Services, LLC have the expertise to help you meet your financial goals.
5760 N Mesa St, El Paso, TX 79912, United States -
Raul Bencomo - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRaul Bencomo is a Financial Advisor at Ameriprise Financial Services, LLC located at 5760 North Mesa Street in El Paso, Texas, United States. Raul Bencomo holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Raul Bencomo is dedicated to providing expert financial advice to individuals and businesses, specializing in asset management, retirement planning, estate planning, and investment strategies. With a strong commitment to ethics and ongoing education, Raul Bencomo is well-equipped to help clients achieve their financial goals.
5760 N Mesa St, El Paso, TX 79912, United States -
Springs Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC
● ClosedSprings Wealth Group is a private wealth advisory practice of Ameriprise Financial Services, LLC located at 515 20th Street in Hondo, Texas, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. Please note that you will not receive written analysis and/or recommendations during this meeting. While we cannot guarantee future financial results, we are committed to helping you navigate your financial journey.
515 20th St, Hondo, TX 78861, United States -
Christopher Van Stavern - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChristopher Van Stavern is a financial advisor at Ameriprise Financial Services, LLC located at 515 20th Street in Hondo, Texas, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. Christopher is dedicated to providing personalized financial advice and solutions to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Christopher Van Stavern is committed to helping clients achieve their financial goals and secure their future. Contact him today for expert financial guidance and support.
515 20th St, Hondo, TX 78861, United States -
Arthur Hughes - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedArthur Hughes is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3008 North McColl Road in McAllen, Texas, United States. With a focus on providing personalized financial solutions, Arthur and his team offer a wide range of services to help clients achieve their financial goals. Each advisor at Ameriprise has their own top areas of focus, so clients can choose an advisor whose approach aligns best with their needs. Clients can review Arthur's background, credentials, and experience to ensure they are making the right choice for their financial future.
3008 N McColl Rd Ste A, McAllen, TX 78501, United States -
Strategic Insights Financial Planning Group - Ameriprise Financial Services, LLC
● ClosedStrategic Insights Financial Planning Group - Ameriprise Financial Services, LLC is a leading finance institution located at 3008 North McColl Road in McAllen, Texas. With a focus on providing strategic insights and personalized financial planning services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest in your future, or protect your assets, we offer a wide range of services to meet your needs. Trust in our expertise and experience to guide you towards a secure financial future.
3008 N McColl Rd Ste A, McAllen, TX 78501, United States -
David D Barnes - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid D Barnes is a Financial Advisor at Ameriprise Financial Services, LLC located at 3008 North McColl Road in McAllen, Texas, United States. David holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. David specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethical practices and continuing education, David is dedicated to helping clients achieve their financial goals and secure their financial future. Contact David D Barnes today for expert financial advice and personalized wealth management services.
3008 N McColl Rd Ste B, McAllen, TX 78501, United States -
David Dick - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid Dick is a Financial Advisor at Ameriprise Financial Services, LLC, located at 5407 North McColl Road in McAllen, Texas, United States. David holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU® among others. With expertise in asset management, retirement planning, estate planning, and investment strategies, David provides comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for advice on fixed-rate and variable annuities, mutual funds, or long-term care planning, David Dick has the knowledge and experience to help you achieve your financial goals.
5407 N McColl Rd Ste A, McAllen, TX 78504, United States -
Ameriprise Financial
● OpenAmeriprise Financial is a leading financial institution located in Edinburg, Texas, United States. Specializing in finance, Ameriprise offers a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. With a team of experienced financial advisors, Ameriprise is dedicated to helping individuals and families achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Ameriprise Financial is committed to providing personalized financial solutions to meet your needs.
Edinburg, TX 78539, United States -
Alexis Villarreal - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAlexis Villarreal is a financial advisor at Ameriprise Financial Services, LLC located at 3008 North McColl Road in McAllen, Texas, United States. With a focus on finance, Alexis Villarreal offers personalized financial advice to help clients achieve their financial goals. Each advisor at Ameriprise has their own areas of focus, so clients can choose an advisor that aligns best with their needs. Clients can review Alexis Villarreal's background, credentials, and experience to ensure they are the right fit for their financial planning. By filling out a "Request consultation" form, clients can connect with Alexis Villarreal for a complimentary initial consultation to discuss their financial goals and create a personalized financial plan.
3008 N McColl Rd Ste A, McAllen, TX 78501, United States -
Drake Barnes - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDrake Barnes, a financial advisor at Ameriprise Financial Services, LLC, located at 3008 North McColl Road in McAllen, Texas, offers a wide range of expertise and certifications to help clients with their financial needs. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Drake Barnes is well-equipped to provide personalized financial advice tailored to each client's unique situation. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, Drake Barnes has the knowledge and experience to assist you. With a commitment to ethical practices and ongoing education, Drake Barnes is dedicated to helping individuals and small business owners achieve their financial goals. Contact Drake Barnes today to schedule a consultation and start planning for a secure financial future.
3008 N McColl Rd Ste B, McAllen, TX 78501, United States -
Leonardo Chang - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLeonardo Chang is a financial advisor at Ameriprise Financial Services, LLC located at 3008 North McColl Road in McAllen, Texas. With a focus on providing personalized financial planning and investment strategies, Leonardo is dedicated to helping clients achieve their financial goals. Each Ameriprise advisor has their own "Top areas of focus" which can be reviewed to determine the best approach for your specific needs. By exploring their backgrounds, credentials, and experience, clients can feel confident in choosing Leonardo as their trusted advisor. To get started, simply fill out the "Request consultation" form to connect with Leonardo for a complimentary initial consultation. Take the first step towards securing your financial future with Leonardo Chang at Ameriprise Financial Services, LLC.
3008 N McColl Rd Ste A, McAllen, TX 78501, United States -
Hearthstone Wealth Management - Ameriprise Financial Services, LLC
● OpenHearthstone Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 4516 South McColl Road, Edinburg, Texas, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations on financial planning concepts. The institution cannot guarantee future financial results. Users of the site agree to abide by the Ameriprise Financial Website Rules and Regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. They appreciate referrals to help friends and family achieve their financial goals. The institution takes privacy and security seriously, with measures in place to protect clients from email fraud.
4516 S McColl Rd, Edinburg, TX 78539, United States -
Olivarez & Associates - Ameriprise Financial Services, LLC
● ClosedOlivarez & Associates - Ameriprise Financial Services, LLC is a finance institution located at 604 East 2nd Street in Alice, Texas, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. During the initial consultation, we will discuss what is most important to you, although no written analysis or recommendations will be provided at this time. While we cannot guarantee future financial results, we are committed to helping you achieve your financial goals. Our institution is a member of FINRA and SIPC, and we adhere to strict rules and regulations to ensure the privacy and security of our clients. We appreciate referrals and look forward to helping your friends and family members with their financial needs. Contact us today to schedule a meeting and start planning for a secure financial future.
604 E 2nd St, Alice, TX 78332, United States
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