TOP 10 Best Banking services for seniors in Universal City, Texas

Bank of America Private Client Advisor Sean Low is located at 303 West Wall Street in Midland, Texas, United States. Sean Low is a Senior Vice President and Private Client Advisor with Bank of America Private Bank, specializing in working with private business owners, entrepreneurs, executives, high-net-worth families, and philanthropic institutions to address their financial priorities. With over 20 years of experience in investment management, lending, private equity, and investment banking, Sean and his team focus on implementing cohesive strategies to leverage the offerings at the Private Bank. Sean holds a B.S. in finance from Lubbock Christian University and an M.B.A. from Texas Tech University, and also holds the Chartered Financial Analyst® designation. He is actively involved in various organizations and serves on multiple boards in the community. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, and creating strategies tailored to meet the unique needs and goals of each client. With a history of over 200 years, Bank of America Private Bank is committed to helping clients achieve their financial objectives, whether it be preserving wealth, building philanthropic legacies, or planning for future growth. They provide disciplined financial strategies and innovative solutions to help clients navigate the complexities of the financial landscape. Please note that the Bank of America Private Bank website may redirect you to FINRA'S BrokerCheck, and investing involves risk. Consult your legal and tax advisors before making any financial decisions.

Pedro Einaudi - State Farm Insurance Agent is an insurance agency located at 7049 South Desert Boulevard, Canutillo, Texas, United States. The institution offers a range of insurance products including life insurance and annuities issued by State Farm Life Insurance Company. In addition to insurance services, the institution also provides information on emergency management plans, DIY auto maintenance, and financial services offered by U.S. Bank National Association. The agent, Pedro Einaudi, has a background in finance with a BBA from the University of Texas at El Paso and an MBA in Asset Management from the University of the Incarnate Word. Pedro Einaudi is also a member of the Rotary Club Camino Real. For inquiries or assistance, please call (915) 260-6780. Please note that sensitive personal information should not be shared online. State Farm VP Management Corp. is a separate entity from the banking and insurance entities of State Farm. Consult a tax or legal advisor for personalized advice.

Keith Wolfe - State Farm Insurance Agent is an insurance agency located at 156 South Main Street, Lumberton, Texas, United States. Keith Wolfe is an Ambassador Travel Qualifier, Chairman's Circle Qualifier, Senior Vice President's Club Qualifier, and State Farm Lone Star Leaders Program Qualifier. He has been with State Farm since 2009, focusing on providing Home, Life, Business, and Auto Insurance services to clients in Lumberton, Silsbee, Kountze, and Buna. Keith also assists in relocations to Hardin County and offers Commercial and Health Insurance options. He attended Northwestern State University and is licensed to provide Auto and Home Insurance in Louisiana as well. Additionally, Keith Wolfe is a Notary Public. For more information, visit their Yelp page or call (409) 755-4023 for assistance. Please note that State Farm VP Management Corp. distributes securities and State Farm Life Insurance Company issues Life Insurance and annuities. Deposit products are offered by U.S. Bank National Association. For pet insurance, American Pet Insurance Company and ZPIC Insurance Company underwrite policies. State Farm is not affiliated with Trupanion or American Pet Insurance. Rocket Mortgage, LLC provides mortgage services, and State Farm VP Management Corp. is a separate entity from State Farm entities providing banking and insurance products. For tax or legal advice, consult a professional advisor.

Bill Mehrer - State Farm Insurance Agent is located at 389 South Seguin Avenue in New Braunfels, Texas. Bill has been serving the community as a State Farm agent since April 1977. He is a proud graduate of Texas State University and a veteran of the United States Navy. Bill and his wife, Diane, have three sons and three grandsons. In his free time, Bill enjoys playing golf, traveling, and watching movies. As a dedicated agent, Bill has been actively involved in giving back to the community through volunteering with Meals on Wheels and being a member of the New Braunfels Noon Lions Club. He has received numerous awards and recognitions from State Farm, including Legion of Honor, Bronze Tablet, The Silver Scroll, The Golden Triangle, and The Crystal of Excellence Award. Bill has also been named the Top Insurance Agent of New Braunfels multiple times.

Neighborhood Credit Union is a trusted financial institution located at 2201 East University Drive in Prosper, Texas. As a credit union, we offer a range of financial services including banking, loans, and investments to help our members achieve their financial goals. Our convenient ATM services are available for quick and easy access to cash and account management. Join us at Neighborhood Credit Union to experience personalized service and competitive rates in a welcoming community-focused environment.

FirstLight Federal Credit Union, located at 1555 Lee Trevino Drive in El Paso, Texas, is more than just a financial institution. They are deeply committed to supporting their communities in El Paso, Fort Bliss, and Las Cruces, including local schools, universities, and trade schools. In addition to providing banking services, they are actively involved in supporting small businesses, not-for-profits, and community projects that promote individual and family wellness. Their team members serve on local boards and are involved in organizations such as the Chamber of Commerce, USO, YMCA, Boy Scouts of America, and more. Many staff members also volunteer their time for causes such as the El Paso Diabetes Association, Children's Miracle Network, and the Alzheimer’s Association.

Tim McBroom - State Farm Insurance Agent is a reputable insurance agency located at 8802 Marbach Road in San Antonio, Texas. Tim McBroom has been a State Farm Agent since 1978 and a resident of San Antonio since 1998. The agency serves customers throughout Texas, especially in San Antonio, Bexar, and Medina County. With a BA from Texas Tech University and a dedicated Customer Service Team, Tim and his staff make out of state transfers seamless for their clients. Tim is also actively involved in volunteering for Habitat for Humanity, supporting the Food Bank, and proudly supporting the Pregnancy Care Center.

The Law Offices of Ivan Friedman Board Certified Family Law TBLS is a reputable legal institution located at FM 967 1760 in Buda, Texas, United States. Specializing in family law, Ivan Friedman has been board certified by the Texas Board of Legal Specialization since 2015 and has been practicing in Texas since 1993. With offices in various locations including San Marcos, San Antonio, Gonzales, Lockhart, Lubbock, and Seguin, Ivan is dedicated to providing expert legal services to his clients. Born and raised in Austin, Ivan obtained his law degree from the University of Texas in 1992. He is a proud Longhorn and Spurs fan, and enjoys outdoor activities in Central and South Texas. Ivan is married to his wife Lesli, whom he met at the Texas Capitol, and they have three children together. They are active members of St. Mark’s Episcopal Church in San Marcos, where Ivan has served on the vestry and as Senior Warden.

Merrill Lynch Financial Advisor Stuart G Schultz, located at 301 Commerce Street, Fort Worth, Texas, United States, offers insights, observations, and ideas to help clients achieve their financial goals. With over 20 years of experience in the financial services industry, Stuart focuses on developing personalized strategies for individuals, families, and businesses to meet their short- and long-term financial objectives. As a Wealth Management Advisor and a graduate of Texas Christian University with a degree in Finance, Stuart and his team provide tailored advice and guidance to help clients prepare for retirement and navigate the complexities of the financial markets. Committed to community involvement, Stuart and his family are active supporters of various organizations in Fort Worth. Through Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, clients receive personalized plans and investment strategies aligned with their goals and priorities. With access to the global resources of Merrill and Bank of America, Stuart works with clients to manage, grow, and preserve their wealth while addressing their evolving financial needs. As a Registered Senior Wealth Management Client Associate, Stuart prioritizes building strong client relationships based on trust and personalized service. By regularly reviewing and adjusting financial approaches, Stuart helps clients stay on track to achieve their goals and navigate life's changes. With a focus on understanding each client's unique needs and priorities, Stuart is dedicated to helping clients achieve financial success and turn their goals into reality. Whether planning for retirement, education, or wealth transfer, Stuart and his team provide comprehensive financial solutions tailored to each client's individual situation. Merrill Lynch Wealth Management Advisors like Stuart Schultz are committed to putting clients first, providing personalized investment strategies and access to comprehensive financial solutions to help clients live their best financial life.

Merrill Lynch Financial Advisor Jason Whitley is located at 800 Capitol Street in Houston, Texas, United States. Jason is a Senior Vice President and Senior Financial Advisor with TSPN Wealth Management at Merrill, bringing over 20 years of experience in investment management. Specializing in helping corporate executives and business owners grow and protect their wealth, Jason leverages the resources of Merrill Lynch Wealth Management and Bank of America to create personalized strategies. With a background in private equity and portfolio management, Jason holds an MBA with a concentration in portfolio management from Texas Christian University. He is a member of various professional organizations and has a strong commitment to building client relationships based on trust and personalized service. The TSPN Wealth Management Group offers services for both institutional and individual investors, including retirement planning, stock option exercise, and portfolio diversification. By understanding each client's unique goals and priorities, Jason and his team strive to create comprehensive strategies to turn those goals into reality. With a focus on personalized service and commitment to putting the interests of clients first, Merrill Lynch Financial Advisor Jason Whitley is dedicated to helping clients navigate the complexities of their financial lives and pursue their financial goals.

Merrill Lynch Financial Advisor Antonio Arnulfo Salgado is a dedicated finance institution located at 1803 Broadway, San Antonio, Texas, United States. Antonio Arnulfo Salgado is a Senior Financial Advisor who prioritizes understanding each client's unique needs, concerns, and priorities. With a bachelor's degree in Finance and Business Management from Texas State University, he is committed to delivering excellent customer service and developing personalized strategies for individuals, families, and businesses. Antonio and his family are active in the communities of New Braunfels and San Antonio, Texas. At Merrill Lynch Wealth Management, the focus is on building strong client relationships based on trust and personalized service. The team, supported by the global resources of Merrill, is dedicated to helping clients achieve their financial goals. Through the Merrill Personal Wealth Analysis™, a personalized plan is created centered on the client's goals and aspirations.