Benefits of a financial advisor in Texas
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MEZA & ASSOCIATES, CPA
● ClosedMEZA & ASSOCIATES, CPA is a reputable accounting and finance institution located at 11890 Vista Del Sol Drive in El Paso, Texas, United States. Our certified public accounting services are tailored to simplify your financial responsibilities, allowing you more time to focus on growing your business in El Paso. We stay updated on tax law changes year-round to ensure you benefit from all available tax incentives. Paul Meza, a highly recommended CPA, leads a team of professional and friendly staff who consistently deliver exceptional work to clients. Whether you are an individual or a small business owner in industries such as legal accounting, health care, non-profit accounting, professional services, or other service businesses, we offer personalized services to address your specific challenges, compliance needs, and industry-standard tax practices. Trust MEZA & ASSOCIATES, CPA to handle your financial needs with expertise and reliability.
a 117, 11890 Vista Del Sol Dr a101, El Paso, TX 79936, United States -
Legacy Capital
● ClosedLegacy Capital is a leading wealth management firm located at 1725 Hughes Landing Boulevard in The Woodlands, Texas. Specializing in accounting and finance, we work with individuals, families, executives, and business owners to help them achieve their financial goals and create a lasting family legacy. Our team of experts develops personalized portfolio strategies based on your risk tolerance, provides guidance on estate planning with the help of an Estate Attorney, and offers support to business owners in maximizing their efforts. Whether you are preparing for retirement, looking to build wealth for the future, or starting a new venture, Legacy Capital is here to assist you every step of the way. We offer services such as cash flow analysis, investment strategy selection, and maximizing Social Security and Medicare benefits. Our goal is to help you create a comprehensive financial plan, eliminate debt, and set achievable goals for a secure financial future.
1725 Hughes Landing Blvd STE 830, The Woodlands, TX 77380, United States -
Merrill Edge
● ClosedMerrill Edge is a finance institution located at 11814 Bellaire Boulevard, Houston, Texas, United States. Find a Merrill® Financial Solutions Advisor™ in Houston, TX to help turn your ambitions into action. They provide personalized advice and guidance to help you pursue your goals and plan for what matters most to you. Investing in securities involves risks, and there is always the potential of losing money. Merrill offers a broad range of brokerage, investment advisory, and other services to help you with your financial needs. Banking products are provided by Bank of America, N.A. and affiliated banks. Additional information is available in their Client Relationship Summary.
11814 Bellaire Blvd, Houston, TX 77072, United States -
SWBC Retirement Plan Services
● ClosedSWBC Retirement Plan Services is a leading financial institution located in Austin, Texas. They specialize in providing comprehensive retirement planning services to individuals and businesses. With a team of experienced financial advisors, they offer personalized investment strategies to help clients achieve their retirement goals. Whether you are looking to start saving for retirement or need assistance managing your existing retirement accounts, SWBC Retirement Plan Services is dedicated to helping you secure a financially stable future. Visit their office at 900 South Capital of Texas Highway to learn more about their services and how they can help you plan for a comfortable retirement.
900 S Capital of Texas Hwy # 155, Austin, TX 78746, United States -
THE DARILEK & HEGARTY INVESTMENT GROUP
● ClosedThe Darilek & Hegarty Investment Group is a leading financial institution located at 3600 North Capital of Texas Highway in Austin, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services and investment advice to our clients. With a focus on personalized solutions and strategic planning, we help individuals and businesses achieve their financial goals and secure their financial future. Trust us to help you navigate the complex world of finance and make informed decisions that will benefit you in the long run. Contact us today to learn more about how we can help you grow and protect your wealth.
3600 N Capital of Texas Hwy, Austin, TX 78746, United States -
Merrill Edge
● ClosedMerrill Edge is a finance institution located at 1622 South Mason Road in Katy, Texas, United States. At Merrill Edge, you can find a Merrill® Financial Solutions Advisor™ to help you pursue your financial goals and plan for what matters most to you. Whether you are looking for personalized advice or guidance, our team has the tools and expertise to turn your ambitions into action. Please note that you are leaving Merrill Edge and being redirected to FINRA's BrokerCheck when searching for an advisor's name or our parent company, "Merrill Lynch." Investing in securities involves risks, and there is always the potential of losing money. For more information on our services, fees, and privacy practices, please review our Online Privacy Notice and FAQs. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC. Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
1622 S Mason Rd, Katy, TX 77450, United States -
Nation Wide Tax Group
● ClosedNation Wide Tax Group is a leading accounting and finance institution located at 5724 Forest Bend Drive in Arlington, Texas, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our expertise in tax planning, preparation, and filing ensures our clients receive the maximum benefits and savings. Whether you need help with personal taxes or complex business finances, Nation Wide Tax Group is here to help you navigate the ever-changing tax landscape. Contact us today to schedule a consultation and experience the difference our personalized approach can make for your financial success.
5724 Forest Bend Dr Suite # A, Arlington, TX 76017, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a well-established finance and insurance agency located at 111A North Travis Street in Sherman, Texas, United States. With a strong reputation for providing reliable financial planning and insurance services, Northwestern Mutual is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, the experienced professionals at Northwestern Mutual are committed to providing personalized solutions to meet your needs. Visit their office today to learn more about how they can help secure your financial future.
111A N Travis St Ste 1, Sherman, TX 75090, United States -
Western Finance
● ClosedWestern Finance is a versatile institution located at 1802 U.S. 83 in Zapata, Texas. Offering a wide range of services including accounting, electronics, finance, general contracting, home goods, and retail shopping, Western Finance is your one-stop destination for all your financial and household needs. With a team of experienced professionals, Western Finance strives to provide top-notch services and products to its customers in the Zapata area. Visit us today and experience the convenience and quality that Western Finance has to offer.
1802 US-83, Zapata, TX 78076, United States -
Ralph The Liquidator
● ClosedRalph The Liquidator is a home goods store located at 100 Poindexter Avenue in Cleburne, Texas. As a liquidation store, we offer a wide variety of home goods at discounted prices. From furniture to decor to kitchen essentials, our store is the perfect place to find great deals on quality items for your home. Whether you're looking to redecorate a room or simply add some new pieces to your collection, Ralph The Liquidator has something for everyone. Visit us today and see why we're your go-to destination for home goods in Cleburne.
100 Poindexter Ave, Cleburne, TX 76033, United States -
Farmers Insurance - Shawn Vinson
● ClosedFarmers Insurance - Shawn Vinson is a local insurance agency located at 602 Donald Preston Drive, Wolfforth, Texas, United States. As your Farmers® agent in Texas, Shawn Vinson helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of coverage options including auto, home, renters, business insurance, and more. Shawn Vinson can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Contact Shawn Vinson today for a comprehensive insurance quote and to learn about available discounts. Whether you need auto, home, life, renters, business, or recreational insurance, Shawn Vinson can help you customize a plan to meet your needs and protect your assets. Call Shawn Vinson to schedule an appointment and start planning for a secure financial future. For more information, visit the Farmers Insurance website or contact Shawn Vinson directly.
602 Donald Preston Dr Ste B-107, Wolfforth, TX 79382, United States -
HUB International
● ClosedHUB International is a finance and insurance agency located at 601 North Mesa Street in El Paso, Texas, United States. Formerly known as JDW Insurance, the firm has a long history dating back to 1898, serving the El Paso community, Ciudad Juarez, and Southern New Mexico, as well as national and international corporations. In 2012, JDW partnered with HUB International for their geographic reach and resources, while also valuing local relationships and decision making. With over 65 employees, many with over 20 years of tenure, HUB International offers a range of services including Commercial Lines, Contract Surety, Employee Benefits Consulting, Retirement Plan Consulting, Small Business Commercial, and Personal Lines/Private Client. They specialize in industries such as construction, healthcare, real estate, and more. The Employee Benefits Consulting Division focuses on health insurance, retirement planning, and compliance, while the Personal Lines/Private Client Division assists individuals with their insurance needs.
601 N Mesa St #1550, El Paso, TX 79901, United States -
Crystal Martinez - State Farm Insurance Agent
● ClosedCrystal Martinez - State Farm Insurance Agent is a trusted insurance agency located at 11617 Pellicano Drive in El Paso, Texas. With 24 years of experience in the insurance industry, Crystal Martinez and her team are dedicated to helping individuals and families find the perfect insurance plan to meet their needs. Whether you are looking for auto insurance, homeowners insurance, life insurance, commercial insurance, or any other type of coverage, they are here to provide you with the peace of mind you deserve. Born and raised in El Paso, Crystal Martinez takes pride in serving the residents of her city and surrounding areas. She is licensed to service the entire state of Texas and New Mexico, ensuring that her clients receive top-notch insurance services. As a military brat, she values hard work, dedication, and taking care of others, which is reflected in the exceptional customer service provided by her agency.
11617 Pellicano Dr, El Paso, TX 79936, United States -
Steven Barber - State Farm Insurance Agent
● ClosedSteven Barber - State Farm Insurance Agent is a trusted insurance agency located at 209 Belmont Street in Saginaw, Texas. We proudly serve the Saginaw, Lake Worth, Fort Worth, and surrounding Texas areas with a wide range of insurance services including Auto Insurance, Homeowner's Insurance, Renter’s Insurance, Condo Insurance, Life Insurance, Business Insurance, Food Truck Insurance, Pet Insurance, and Financial Services. Our focus is on helping residents relocate to the Tarrant County area. As your State Farm Insurance Agent, I am licensed in Texas, Oklahoma, and New Mexico. I am a graduate of Oklahoma State University and also a local Notary. With over 11 years of experience and a dedication to customer service, I am here to help you with all your insurance needs. Whether you are new to the Saginaw area or moving to Tarrant County, we are here to assist you with Car Insurance, Home Insurance, Renter’s Insurance, Condo Insurance, Life Insurance, Food Truck Insurance, and Business Insurance.
209 Belmont St, Saginaw, TX 76179, United States -
Andy Roethele - State Farm Insurance Agent
● ClosedAndy Roethele - State Farm Insurance Agent is a trusted health and insurance agency located at 2040 Highland Village Road in Highland Village, Texas. With a commitment to providing personalized service and comprehensive coverage, Andy Roethele and his team are dedicated to helping individuals and families find the right insurance solutions to protect their health and financial well-being. Whether you are looking for health insurance, life insurance, auto insurance, or any other type of coverage, you can rely on Andy Roethele - State Farm Insurance Agent to provide expert guidance and support. Visit their office today to learn more about their services and how they can help you secure the coverage you need.
2040 Highland Village Rd #200, Highland Village, TX 75077, United States -
State Farm: Kip Fedora
● ClosedState Farm: Kip Fedora is an insurance agency located at 903 Ferris Avenue in Waxahachie, Texas, United States. The agency specializes in providing insurance and financial services to residents in the Ellis County and surrounding Texas areas. With over 48 years of combined State Farm team experience, the agency has received various awards and recognition for their exceptional service. The team of licensed insurance professionals is dedicated to helping clients with auto insurance, motorcycle policies, home insurance, renters insurance, life insurance, and financial services. Additionally, they offer assistance to small business owners with their commercial lines of insurance. The agency is committed to helping clients manage the risks of everyday life, recover from the unexpected, and realize their dreams. With a focus on resident relocations to the Waxahachie area, the agency is dedicated to providing personalized insurance coverage for each client's specific needs. Stop by the office or give them a call today for a personal price plan and to ensure you are getting the greatest protection for your assets.
903 Ferris Ave, Waxahachie, TX 75165, United States -
First Choice Insurance Services LLC
● OpenFirst Choice Insurance Services LLC is a trusted insurance agency located at 1415 Cable Ranch Road in San Antonio, Texas. We specialize in providing personalized insurance solutions to meet the unique needs of our clients. With a commitment to exceptional customer service and a wide range of insurance products, we strive to be your first choice for all your insurance needs. Contact us today to learn more about how we can help you protect what matters most.
1415 Cable Ranch Rd #108, San Antonio, TX 78245, United States -
RBFCU Insurance Agency LLC
● ClosedRBFCU Insurance Agency LLC is an independent insurance agency located at 1 IKEA-RBFCU Parkway in Live Oak, Texas. Affiliated with RBFCU, the agency offers great coverage, affordable prices, and responsive service. With multiple carrier options, they can help you find the best coverage at a good price, including insurance bundling discounts and companion policy discounts. Their licensed, professional insurance agents provide high-quality customer service. While the State of Texas requires minimum coverage, RBFCU Insurance Agency recommends increasing those limits for adequate protection. As a subsidiary of RBFCU Services LLC, they offer personalized service and high-value products. RBFCU is committed to improving members' economic well-being and quality of life. Visit their website for more information or call 1-800-580-3300 for assistance.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States -
Farmers Insurance - James Acosta
● ClosedFarmers Insurance - James Acosta is an insurance agency located at 2743 Smith Ranch Road in Pearland, Texas, United States. At The Acosta Agency, we pride ourselves on providing personalized insurance solutions for our clients. We offer a wide range of insurance options including auto, home, life, and business insurance. Our goal is to educate our clients on the different insurance policies available so that they can customize their coverage to meet their unique needs. With two offices in the Houston area, we serve clients all over Texas and are the preferred insurance partner for many lenders and real estate agents. As a Dave Ramsey endorsed local provider, we are committed to helping our clients secure their financial future. Contact us today for a comprehensive insurance quote and start saving money with our insurance discounts. Whether you need coverage for your home, rental property, business, or recreational vehicles, we have you covered. Let us help you build a solid financial plan and secure a prosperous future. Call us today to schedule an appointment and take the first step towards financial security.
2743 Smith Ranch Rd Unit 201, Pearland, TX 77584, United States -
Chris Hamilton - State Farm Insurance Agent
● ClosedChris Hamilton - State Farm Insurance Agent is a trusted insurance agency located at 6733 Stella Link Road in Houston, Texas. Conveniently situated near Bellaire Blvd and the West U Vision Center, our team is dedicated to helping you protect what matters most. As a board member of the Made A Masterpiece nonprofit organization, we are committed to serving our community and providing excellent insurance and financial services. With spring in full swing, now is the perfect time to review your insurance coverage and ensure you have the right protection in place. Whether you need assistance with auto insurance, life insurance, or financial planning, we are here to help. Our mission is to help you manage risks, recover from the unexpected, and achieve your dreams.
6733 Stella Link Rd, Houston, TX 77005, United States -
Brittaney Allen - State Farm Insurance Agent
● ClosedWelcome to Brittaney Allen - State Farm Insurance Agent, located at 5405 T C Jester Boulevard in Houston, Texas. Our agency is conveniently situated in a retail strip center South of Tidwell on TC Jester. As the Houston Livestock Show and Rodeo begins, we understand the importance of insurance in the world of rodeo and beyond. Just like the brave cowboys and cowgirls in the arena, life can be unpredictable. That's why having the right insurance coverage is essential to protect yourself and your loved ones.
5405 T C Jester Blvd Ste L, Houston, TX 77091, United States -
Dale Guidry - State Farm Insurance Agent
● ClosedDale Guidry - State Farm Insurance Agent is an insurance agency located at 9142 Will Clayton Parkway, Humble, Texas, United States. They offer a range of insurance products including home insurance, life insurance, and pet insurance. Customers can also receive advice on estate planning and rural road driving safety tips. The institution also provides information on investment options and financial services. For more information, customers can contact the institution at (281) 852-7967. Please note that sensitive personal information should not be included in any communication. State Farm VP Management Corp. is a separate entity from the banking and insurance entities. Customers are advised to consult a tax or legal advisor for personalized advice.
9142 Will Clayton Pkwy, Humble, TX 77338, United States -
Aaron German - State Farm Insurance Agent
● ClosedAaron German - State Farm Insurance Agent is an insurance agency located at 8406 Hall Road in Houston, Texas, United States. As a State Farm agent since 2013, Aaron German offers a variety of insurance options including home insurance with windstorm coverage, auto insurance, motorcycle insurance, life insurance, health insurance, and small business insurance. The agency also provides free quotes for boat insurance and offers discounts for home and auto policies in Pearland and Houston. In addition to traditional insurance products, Aaron German - State Farm Insurance Agent emphasizes the importance of protecting loved ones and planning for the future. They encourage clients to show their love by giving the gift of long-lasting financial security, whether through college savings, retirement planning, or preparing for unexpected events. The agency also offers tips on avoiding the dangers of drunk driving and reducing the risk of slips, trips, and falls in businesses.
8406 Hall Rd Ste 300, Houston, TX 77075, United States -
Bison Wealth Strategies
● ClosedBison Wealth Strategies is a comprehensive finance, health, and insurance agency located at 1319 4th Avenue in Canyon, Texas, United States. Our team of dedicated professionals is committed to helping individuals and families achieve their financial goals and protect their assets. We offer a range of services including investment planning, retirement planning, insurance coverage, and health benefits. With our expertise and personalized approach, we strive to provide our clients with peace of mind and financial security. Visit Bison Wealth Strategies today to start planning for a brighter future.
1319 4th Ave, Canyon, TX 79015, United States -
L Carthel Enterprise Inc. - Aflac Insurance Agent
● OpenL Carthel Enterprise Inc. - Aflac Insurance Agent, located at 4409 71st Street in Lubbock, Texas, is a trusted insurance agency offering a wide range of policies to provide an extra layer of protection for life's unexpected events. Aflac pays cash for covered accidents, positive diagnoses, and serious health events, helping to alleviate financial burdens during difficult times. With Aflac, you can focus on getting better and worry less about your wallet. Our services include essential financial protection for your loved ones, assistance with deductibles and out-of-pocket expenses, dental coverage with no networks or deductibles, and eye care coverage for a variety of services. Aflac also offers cash benefits to help with expenses that major medical insurance may not cover.
4409 71st St, Lubbock, TX 79424, United States -
Bankers Life
● ClosedBankers Life, located at 3223 South Loop 289 in Lubbock, Texas, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Anthem, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the need for long-term care, it's important to be prepared and have discussions with loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. If you're interested in helping your community achieve a financially secure retirement, our award-winning training programs and flexible schedules can set you up for success. Join us at Bankers Life and achieve more in your career.
3223 S Loop 289 Ste 260, Lubbock, TX 79423, United States -
Martha Saldana - Aflac Insurance Agent
● ClosedMartha Saldana - Aflac Insurance Agent is an insurance agency located at 739 Comfort Lane, San Benito, Texas, United States. We offer a wide range of insurance policies to help provide an extra layer of protection for life's unexpected events. From accidents to serious health diagnoses, we are here to help ease the financial burden and allow you to focus on getting better. Our coverage includes cash benefits for covered accidents, illnesses, hospital stays, dental and vision care, and more. Whether you are an individual looking for personal coverage or a business owner wanting to provide quality products for employees, Aflac has options for you. Explore the opportunity to become an Aflac insurance agent and discover the unlimited potential and flexibility that comes with it. Please note that our services are not available in all states and may vary depending on state law. Contact us today to learn more about how Aflac can help you and your loved ones.
739 Comfort Ln, San Benito, TX 78586, United States -
The Healthy Insurance Dude
● ClosedThe Healthy Insurance Dude is a reputable health insurance agency located in Fort Worth, Texas. Our team of dedicated professionals is committed to helping individuals and families find the best insurance coverage to meet their healthcare needs. Whether you're looking for a comprehensive health plan or simply need assistance navigating the complexities of insurance policies, we are here to guide you every step of the way. Visit us at 6777 Camp Bowie Boulevard to learn more about how we can help you protect your health and financial well-being.
6777 Camp Bowie Blvd Suite 401, Fort Worth, TX 76116, United States -
Tim Shoopman - State Farm Insurance Agent
● ClosedTim Shoopman - State Farm Insurance Agent is located at 1004 North Locust Street in Denton, Texas, United States. Our insurance agency is easily recognizable by the bright red 1940 Chevrolet Fire Truck in the parking lot. At our institution, we offer valuable tips on teaching teens to drive safely, as well as a skills checklist to determine if your teen is ready to drive independently. We also provide information on the dangers of drunk driving and the benefits of eating organic. Our mission is to help individuals manage everyday risks, recover from unexpected events, and achieve their dreams. We assist customers in Denton, TX with their insurance and financial services needs. For more information, please contact us at (940) 383-2614. Please note that we do not collect sensitive personal information for your protection. Securities are distributed by State Farm VP Management Corp. and life insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association. Rocket Mortgage, LLC is also affiliated with our institution, providing mortgage services in all 50 states. Please consult a tax or legal advisor for personalized advice.
1004 N Locust St, Denton, TX 76201, United States -
HealthMarkets Insurance - Reginald White
● ClosedHealthMarkets Insurance - Reginald White is a trusted health insurance agency located at 3295 South Cooper Street in Arlington, Texas. With a focus on providing personalized insurance solutions for individuals and families, Reginald White and his team are dedicated to helping clients find the right coverage to meet their specific needs and budget. Whether you are looking for health, life, or Medicare insurance, HealthMarkets Insurance can help you navigate the complex world of insurance options and find a plan that works for you. Contact Reginald White today to schedule a consultation and take the first step towards securing your health and financial well-being.
3295 S Cooper St #135, Arlington, TX 76015, United States
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