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TOP 30 Business funding advice in Austin, TX
31 results found
Search for local businesses, places and services near you
MY Company Funding
MY Company Funding is a leading finance institution located at 2802 Flintrock Trace in Austin, Texas. We specialize in providing tailored funding solutions for businesses of all sizes. Our team of expert advisors work closely with clients to understand their unique financial needs and goals, offering a range of funding options including loans, lines of credit, and other financial products. With a commitment to excellence and customer satisfaction, MY Company Funding is dedicated to helping businesses thrive and succeed. Contact us today to learn more about how we can support your financial needs.
Seamands Funding Solutions
Seamands Funding Solutions is a finance institution located at 127 East Riverside Drive in Austin, Texas, United States. Specializing in providing tailored funding solutions for individuals and businesses, Seamands offers a range of financial products and services to meet the unique needs of each client. With a team of experienced and knowledgeable professionals, Seamands Funding Solutions is committed to helping clients achieve their financial goals and secure their future. Whether you are looking for a loan, investment advice, or financial planning assistance, Seamands Funding Solutions is here to provide expert guidance and support.
Jessie Pierce - State Farm Insurance Agent
Jessie Pierce - State Farm Insurance Agent is located at 3755 South Capital of Texas Highway in Austin, Texas. This insurance agency, near Barton Creek Mall & Brodie Oaks Shopping Centers, has been serving the Downtown Austin, South Lamar, and Westlake areas since 2005. Specializing in moving customers from other states to Austin, this small business owner-operated agency focuses on serving small business owners, condo owners, homeowners, and renters. They offer bundling options for huge savings on insurance, as well as the "Pay for What You Use" Drive Safe and Save App for free. The team at Jessie Pierce - State Farm Insurance Agent includes licensed insurance account managers such as Careen, Angie, Natalie, Conner, Jeanie, Les, Thomas, Jasmine, and Leslie Monroy. With a concentration on providing excellent service to their customers, the team also includes Spanish-speaking agents like Les, Jasmine, Natalie, and Leslie. Careen, the Billing/Account Manager, has been with State Farm since 2005 and is licensed in Auto, Fire, Life, and Health insurance.
Alejandra de la Torre - State Farm Insurance Agent
Alejandra de la Torre - State Farm Insurance Agent is a well-established institution located at 2200 North A W Grimes Boulevard in Round Rock, Texas. With 21 years of experience with State Farm, Alejandra and her bilingual team are dedicated to serving the community in Round Rock, as well as neighboring areas such as Georgetown, Austin, Cedar Park, Manor, Hutto, and Taylor. Specializing in Auto Insurance, Home Insurance, Life Insurance, and Business Insurance, they are committed to helping individuals and small business owners protect themselves and their assets. Alejandra, a proud mother and business management graduate, values community involvement and local activities. The agency's mission is to provide exceptional service, act with integrity, and offer products and services that help customers manage risks, recover from unexpected events, and achieve their dreams. Whether you are looking for insurance coverage or financial advice, Alejandra de la Torre - State Farm Insurance Agent is here to help.
Lendmark Financial Services LLC
Lendmark Financial Services LLC is a reputable finance institution located at 13450 Research Boulevard in Austin, Texas, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Lendmark offers a wide range of services including loans, credit lines, and financial planning. Their experienced team of professionals is dedicated to helping clients achieve their financial goals and navigate through various financial challenges. Whether you are looking to consolidate debt, fund a major purchase, or simply need financial advice, Lendmark Financial Services LLC is here to help you every step of the way.
Republic Finance
Republic Finance is a reputable finance institution located at 9300 Interstate 35 in Austin, Texas. We specialize in providing a wide range of financial services to individuals and businesses, including personal loans, debt consolidation, and credit building solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and improve their overall financial well-being. Whether you need assistance with managing debt or are looking to access funds for a big purchase, Republic Finance is here to help. Visit us today to learn more about how we can assist you with your financial needs.
Wells Fargo Bank
Wells Fargo Bank is a trusted financial institution located at 5900 West Slaughter Lane in Austin, Texas. As a leading bank in the United States, Wells Fargo offers a wide range of banking and financial services to help individuals and businesses manage their money effectively. Whether you need to deposit funds, withdraw cash, apply for a loan, or seek financial advice, Wells Fargo's knowledgeable staff are here to assist you. With convenient ATM services available, customers can access their accounts and perform transactions easily. Visit Wells Fargo Bank today to experience top-notch banking services and exceptional customer care.
LendFriend Mortgage
LendFriend Mortgage is a finance institution located at 11000 North Mopac Expressway, Austin, Texas, United States. We are dedicated to making our clients feel at home when buying a home, serving as mortgage experts from beginning to end. Our services are automated for convenience but personal when you need us most. With over 2,500 happy clients, we strive to provide the best service possible. Our mortgage calculators help you crunch the numbers without the guesswork, and our network of agents is here to assist with all your home buying or renting needs. First responders, active military, and veterans have saved over $100,000 with us. Join thousands of satisfied clients who rely on LendFriend for the latest mortgage rates and market insights. Please note that this is not an offer for extension of credit or commitment to lend, and all loans must satisfy company underwriting guidelines. We do not engage in discriminatory business practices and are compliant with federal laws. Consumers wishing to file a complaint can do so with the Texas Department of Savings and Mortgage Lending. We also maintain a recovery fund to make payments for certain damages sustained by borrowers caused by our licensed mortgage banker residential mortgage loan originators. For more information, please visit our website or contact us directly.
Payment 1 Loans - Temple
Payment 1 Loans in Temple, Texas has been serving the community since July 2013, offering easy and personalized loan solutions. Located at 1229 South 31st Street, Temple, TX 76504, our friendly staff is dedicated to providing excellent service and advice to help you find a loan that fits your budget. With Payment 1 title loans, you can use your vehicle as collateral to get instant cash and build your credit, all while still being able to drive your car. Our team will review your documents, run a quick credit check, and provide you with flexible payment options and competitive rates.
Teamwork Financial Group - McAllen
Teamwork Financial Group - McAllen, located at 3400 North McColl Road in McAllen, Texas, is a finance institution dedicated to helping individuals create personalized retirement strategies. By using an Integrated Legal, Tax, and Financial Plan, the experienced team at Teamwork Financial Group will assess your current financial situation and determine your retirement needs. Schedule a meeting with Teamwork Financial Group to receive a custom strategy tailored to help you reach your unique retirement goals. Download a 6-page instant guide on key financial challenges that can impact your income plan in retirement.
Merrill Lynch Financial Advisor David Smith
Merrill Lynch Financial Advisor David Smith is a reputable finance institution located at 800 Capitol Street in Houston, Texas, United States. David Smith has been a Financial Advisor since 2015, starting at Credit Suisse before joining the TSPN team. He is dedicated to guiding and teaching clients about the complexities of their financial lives and crafting customized approaches for each individual. David holds a bachelor's degree in Business Administration and French from Austin College and is actively involved in mentoring high school students through YoungLife. As a member of the Merrill Lynch Wealth Management team, David focuses on building personalized plans centered on clients' goals and priorities. Through in-depth conversations and detailed planning, he helps clients navigate through financial decisions and stay on track to achieve their aspirations. With access to investment insights from Merrill and banking solutions from Bank of America, David works with clients to address their financial needs and pursue their goals. Whether it's planning for retirement, saving for a home, or funding a child's education, David is committed to helping clients make informed decisions and turn their financial goals into reality. With a focus on understanding clients' personalities and priorities, David offers tailored advice and solutions to help them achieve their financial objectives. Trust Merrill Lynch Financial Advisor David Smith to provide personalized investment strategies and comprehensive financial solutions to help you live your best financial life.
Tres Palmer - Financial Advisor, Ameriprise Financial Services, LLC
Tres Palmer - Financial Advisor, Ameriprise Financial Services, LLC is a comprehensive financial institution located at 108 Wild Basin Road South, Austin, Texas, United States. Specializing in finance, Tres Palmer offers a range of services to meet the diverse needs of individuals and businesses. The institution boasts a team of highly qualified professionals with a variety of certifications and designations, 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®. These designations demonstrate expertise and commitment to providing top-notch financial advice and services to clients. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Tres Palmer - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to helping you achieve your financial goals with professionalism and integrity.
Susan Santamaria - Raymond James
Susan Santamaria - Raymond James is a finance institution located in Austin, Texas. With a prime location on U.S. 290, this institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, the experienced team at Susan Santamaria - Raymond James is dedicated to providing personalized and professional service. Visit their office today to start planning for a secure financial future.
Himelick Financial Group
Himelick Financial Group is a leading finance institution located at 7200 North Mopac Expressway in Austin, Texas, United States. With a strong reputation for providing top-notch financial services, they offer a wide range of financial solutions to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, Himelick Financial Group is dedicated to helping their clients secure a stable financial future. Their team of experienced professionals are committed to providing personalized and expert advice to ensure their clients make informed financial decisions. Visit Himelick Financial Group today and take the first step towards a brighter financial future.
Jenny Miller - Raymond James
Jenny Miller - Raymond James is a finance institution located at 1703 West 5th Street in Austin, Texas, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide exceptional financial guidance and support to individuals, families, and businesses. Contact us today to schedule a consultation and start planning for a secure financial future.
Barry Wood - Financial Advisor, Ameriprise Financial Services, LLC
Barry Wood - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 1707 Foggy Glen Cove in Austin, Texas, United States. Barry Wood holds various certifications 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®. Barry Wood is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and continuing education, Barry Wood ensures that clients receive top-notch guidance and support in all aspects of financial planning and management. Contact Barry Wood - Financial Advisor, Ameriprise Financial Services, LLC for comprehensive and personalized financial solutions tailored to your specific needs and goals.
Cheryl Lee - Financial Advisor, Ameriprise Financial Services, LLC
Cheryl Lee is a Financial Advisor at Ameriprise Financial Services, LLC located at 4131 Spicewood Springs Road, Austin, Texas, United States. Cheryl Lee holds several 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 Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Cheryl Lee specializes in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. Cheryl Lee is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.
Randy Stewart - Financial Advisor, Ameriprise Financial Services, LLC
Randy Stewart is a financial advisor at Ameriprise Financial Services, LLC located at 10415 Morado Circle, Austin, Texas, United States. Randy holds various certifications 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®. Randy provides expert financial advice on asset management, retirement planning, estate planning, and investment opportunities for individuals, retirees, small business owners, and high net worth clients. Randy is dedicated to upholding the highest ethical standards and providing comprehensive financial planning services to meet the unique needs of each client."
Tom Uhl - Financial Advisor, Ameriprise Financial Services, LLC
Tom Uhl - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9442 North Capital of Texas Highway, Austin, Texas, United States. 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 Planners™, 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®. These certifications cover various aspects of financial planning and asset management, providing clients with expert advice and guidance. Tom Uhl is dedicated to helping individuals and businesses achieve their financial goals through personalized and professional services.
Walter Paul Reep - Private Wealth Advisor, Ameriprise Financial Services, LLC
Walter Paul Reep is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 11675 Jollyville Road, Austin, Texas, United States. With a range of certifications and designations 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, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, Walter Paul Reep offers comprehensive financial planning services to individuals and businesses. Specializing in asset management, investment strategies, estate planning, retirement planning, and more, Walter Paul Reep is dedicated to providing expert financial advice and assistance to clients.
Merrill Lynch Financial Advisor Michael Krumholz
Merrill Lynch Financial Advisor Michael Krumholz is a finance institution located at 3700 North Capital of Texas Highway in Austin, Texas. Managing your wealth starts with a comprehensive understanding of your financial situation, and Michael Krumholz can help create a flexible strategy tailored to your individual needs. With access to investment insights from Merrill and banking solutions from Bank of America, Michael works to help you achieve your financial goals through personalized wealth management strategies. As a Registered Senior Wealth Management Client Associate, Michael follows the Merrill tradition of community involvement and volunteering. By utilizing the Merrill Personal Wealth Analysis™ tool, he can develop a personalized plan focused on your goals. Michael's team is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill.
John Williams - Financial Advisor, Ameriprise Financial Services, LLC
John Williams is a Financial Advisor at Ameriprise Financial Services, LLC located at 8310-1 North Capital of Texas Highway, Austin, Texas, United States. John 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, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. John is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact John Williams for comprehensive financial planning services tailored to your needs.
Jordon Jellison - Financial Advisor, Ameriprise Financial Services, LLC
Jordon Jellison - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4810 Spicewood Springs Road, Austin, Texas, United States. Jordon Jellison 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®. These certifications demonstrate expertise in areas such as asset management, retirement planning, estate planning, investment strategies, and more. Jordon Jellison is dedicated to providing comprehensive financial advice to individuals, small business owners, retirees, and high net worth clients.
Tony Franzago - Financial Advisor, Ameriprise Financial Services, LLC
Tony Franzago is a Financial Advisor at Ameriprise Financial Services, LLC located at 10415 Morado Circle, Austin, 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. Tony specializes in providing financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is committed to upholding the highest standards of ethics and professionalism in the finance industry. Contact Tony Franzago for expert advice on asset management, investment strategies, estate planning, retirement planning, and more.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 3700 North Capital of Texas Highway in Austin, Texas, is a finance institution dedicated to helping clients achieve their financial goals. The DAVENPORT branch offers personalized wealth planning strategies tailored to each client's needs, including retirement planning, education funding, business issues, cash management, and credit strategies. The branch's experienced financial advisors work collaboratively to provide investing insights and create customized financial strategies designed to meet long-term objectives. As a Merrill client, you have access to industry-skilled advisors supported by Merrill's wealth planning platform and the technological resources of a leading global financial services firm. The branch is committed to giving back to the community through volunteerism and charitable outreach, supporting economic, social, and cultural initiatives in the local area.
Mike Bintliff - Financial Advisor, Ameriprise Financial Services, LLC
Mike Bintliff is a Financial Advisor at Ameriprise Financial Services, LLC located at 9442 North Capital of Texas Highway, Austin, Texas, United States. Mike holds various certifications 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate Mike's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Mike is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Mike Bintliff at Ameriprise Financial Services for expert financial guidance.
Rey Garza - Financial Advisor, Ameriprise Financial Services, LLC
Rey Garza - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9442 North Capital of Texas Highway, Austin, Texas, United States. 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®. These certifications cover various aspects of financial planning and management, ensuring that advisors are equipped to provide expert advice to individuals and businesses. The institution is committed to upholding a code of ethics and providing comprehensive training to its advisors to help clients achieve their financial goals.
Jordyn Nicole Brown - Registered Practice Associate, Ameriprise Financial Services, LLC
Jordyn Nicole Brown is a Registered Practice Associate at Ameriprise Financial Services, LLC located at 9442 North Capital of Texas Highway, Austin, Texas, United States. Jordyn holds various certifications 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®. These certifications demonstrate Jordyn's expertise in asset management, estate planning, retirement planning, investment management, and more. Jordyn is committed to providing comprehensive and personalized financial advice to clients, including retirees, small business owners, and high net worth individuals. With a focus on ethical practices and continuing education, Jordyn is dedicated to helping clients achieve their financial goals and secure their future.
Lee Ann Penick - Financial Advisor, Ameriprise Financial Services, LLC
Lee Ann Penick is a Financial Advisor at Ameriprise Financial Services, LLC located at 8820 Business Park Drive in Austin, Texas, United States. Lee Ann 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®. Lee Ann specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Lee Ann is dedicated to upholding the highest ethical standards and staying current on the latest investment strategies and financial planning techniques. Contact Lee Ann Penick at Ameriprise Financial Services, LLC for expert advice on asset management, investment opportunities, estate planning, insurance products, and more.
Jim Bailey - Financial Advisor, Ameriprise Financial Services, LLC
Jim Bailey is a Financial Advisor at Ameriprise Financial Services, LLC located at 4131 Spicewood Springs Road, Austin, Texas, United States. Jim holds various certifications 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®. These certifications demonstrate Jim's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Jim Bailey can provide personalized financial advice to help you achieve your financial goals.
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