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TOP 30 Asset management in Roanoke, TX
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Westlake Wealth Management
Westlake Wealth Management is a leading finance institution located at 310 South Oak Street in Roanoke, Texas, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help. Contact us today to schedule a consultation and start building a secure financial future.
Garrett Spegar - State Farm Insurance Agent
Garrett Spegar - State Farm Insurance Agent is a local insurance agency located at 205 Lamar Street in Roanoke, Texas, United States. As a small business owner in the community, we are dedicated to taking care of all your insurance and financial needs. Whether you need coverage for your home, vehicle, or other assets, we are here to help. We offer liability insurance as part of our home and vehicle policies, and we can also provide you with a Personal Liability Umbrella Policy for added protection. Driving on rural roads may seem peaceful, but it comes with its own set of risks. We can provide you with tips to stay safe when driving in the countryside.
Mary Dolansky - Financial Advisor, Ameriprise Financial Services, LLC
Mary Dolansky is a Financial Advisor at Ameriprise Financial Services, LLC located at 205 North Oak Street, Roanoke, Texas, United States. She 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®. Mary specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. She is committed to upholding the highest ethical standards and continuously expanding her knowledge in the field of asset management, investment strategies, estate planning, retirement planning, and insurance products. Mary's expertise and dedication make her a trusted partner in helping clients achieve their financial goals.
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