TOP 30 Business insurance partnerships in Texas

IronOak Wealth is a leading financial institution located at 715 Discovery Boulevard in Cedar Park, Texas, United States. Our team of experienced wealth management professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, IronOak Wealth is here to provide personalized financial solutions tailored to your individual needs. Trust us to help you navigate the complex world of finance with confidence and peace of mind.

Truelytics By Envestnet, located at 14425 Falcon Head Boulevard in Austin, Texas, is a cutting-edge institution that offers the leading Advisor Transition Management platform for the wealth advisory, insurance, and tax industries. Powered by Envestnet | Yodlee, this platform is designed to help enterprises attract, grow, and retain advisory businesses while reducing transition costs. With a data-driven system and real-time updates, Truelytics provides over 40 benchmarks for firms, including valuations calculated by Discounted Cash Flow and Multiple of EBITDA. The Modern Financial Advisor podcast, hosted by Truelytics, shares insights and data to help financial advisors increase the value of their businesses. The institution's powerful analytics engine has benchmarked over 15,000 SEC-registered RIAs to create a free directory. TrueRecruit helps enterprises identify prospects, while TruePerformance Indices and KPIs offer a business health record for practice management. TrueContinuity provides emergency succession planning, while TrueMatch offers matchmaking capabilities for planned succession.

Dan Gregory, Founder/CEO of Gregory Financial & Associates, LLC, located at 6121 79th Street in Lubbock, Texas, is dedicated to providing comprehensive financial guidance to professional advisors and clients. Specializing in finance and insurance services, the institution works with multigenerational business owners and families to design custom strategies that protect their assets, grow investments, and establish lasting legacies. With a focus on understanding each client's unique goals and values, Dan Gregory and his team offer personalized solutions to address financial needs and opportunities. By collaborating with a network of experts, they ensure that every aspect of a client's financial situation is considered and optimized for success. Whether clients are planning for retirement, succession in their business, or simply seeking to enhance their financial security, Gregory Financial & Associates is committed to providing ongoing support and guidance.

Dumas Capital Partners is a boutique corporate finance firm and merchant bank located at 9824 Ironwood Drive, Denton, Texas. With over three decades of combined investment and merchant banking experience, our Managing Directors have closed more than 200 transactions valued at over $2 billion. We specialize in providing sophisticated advisory services for mergers, acquisitions, divestitures, capital formation, and balance sheet refinancings for emerging growth and middle market family-owned and publicly-listed companies with enterprise values typically ranging from $2.5 to $250 million. Our team offers independent and objective advice, along with creative solutions to challenging financial problems. We customize our services for each engagement to ensure we exceed our client's financial objectives. Investment Banking services and Securities are offered through StillPoint Capital LLC, Member FINRA/SIPC. Jack Kearney, Sr., Managing Director of Investment Banking and Co-founder, has over 30 years of experience in raising equity and debt capital, M&A strategies, and debt restructuring. Kerri Sinn, Corporate Finance Assistant, joined the team in 2021 and brings a background in banking, human resources, executive support, and entrepreneurship. She has a proven track record of supporting leaders and collaborating with cross-functional teams in various sectors. Kerri holds a Professional Human Resources Certification (PHR) from the University of Dallas and a Securities License, Series 6 from the Texas Department of Insurance.

John R Thane is a financial advisor at Ameriprise Financial Services, LLC located at 2840 West Southlake Boulevard in Southlake, Texas, United States. John R Thane offers a range of financial services and holds several certifications to provide expertise in various areas of finance. One of the certifications John R Thane holds is the AAMS™ certification, which focuses on asset management and investment concepts for individuals. Additionally, John R Thane is an ADPA™ Accredited Domestic Partnership Advisor™, providing specialized knowledge in wealth transfers, retirement planning, and financial planning for domestic partners.

Shawn Malley, a financial advisor at Ameriprise Financial Services, LLC, located at 105 North 1st Avenue in Mansfield, Texas, offers a wide range of financial services to individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Shawn Malley is equipped to provide expert advice on asset management, investment strategies, retirement planning, estate planning, and insurance products. Additionally, Shawn Malley specializes in areas such as domestic partnership planning, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, and exit planning. With a commitment to excellence and ethical practices, Shawn Malley is dedicated to helping clients achieve their financial goals and secure their financial future.

Michael Sonne Felker is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1401 Precinct Line Road in Hurst, Texas, United States. As a finance institution, Michael Sonne Felker offers a range of services and expertise in wealth management, investment strategies, estate planning, retirement planning, and insurance products. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Michael Sonne Felker is committed to providing comprehensive and personalized financial solutions to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for investment opportunities, asset management, or financial planning for specific needs such as domestic partnerships or estate planning, Michael Sonne Felker has the knowledge and expertise to help you achieve your financial goals. Contact Michael Sonne Felker today to schedule a consultation and start planning for a secure financial future.

Visionary Wealth Partners is a finance and insurance agency located at 7550 Interstate 10 in San Antonio, Texas. Our firm specializes in crafting personalized wealth management strategies that prioritize financial growth, equitable distribution, and comprehensive retirement planning. We are dedicated to delivering unparalleled client experiences, catering to the unique needs of individuals, families, and foundations who share our vision for optimizing wealth for current and future generations. At Visionary Wealth Partners, we begin each new client relationship with a conversation to gain a comprehensive understanding of your objectives, risk tolerance, financial landscape, time horizon, and values. Our advisors then craft a holistic wealth management plan tailored to your specific needs, recognizing the uniqueness of each client's situation and ensuring that every plan is a customized fit.

Brock Brower - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1314 East Sonterra Boulevard, San Antonio, Texas, United States, offers a range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Brock Brower is equipped to assist individuals with asset management, retirement planning, estate planning, investment strategies, and insurance products. Specializing in areas such as domestic partnership planning, philanthropy, and exit planning, Brock Brower provides comprehensive financial advice tailored to the unique needs of each client. Whether you are a retiree, small business owner, high net worth individual, or military personnel, Brock Brower has the knowledge and experience to help you achieve your financial goals.

Chris Barratt, a financial advisor at Ameriprise Financial Services, LLC, located at 5151 San Felipe Street in Houston, Texas, is dedicated to helping clients achieve their financial goals. With a focus on personalized advice, Chris takes the time to understand what is important to each individual, whether it be saving for college, planning for retirement, or making smart investments. By offering tailored financial guidance, clients can feel more confident and in control of their financial future. Background and qualification information for Chris Barratt can be found on FINRA's BrokerCheck website, ensuring transparency and trust for clients. The institution also provides a Client Relationship Summary Disclosure to further inform clients about their services.

Benjamin Cordero, a Financial Advisor at Ameriprise Financial Services, LLC, located at 711 West Bay Area Boulevard in Webster, Texas, offers a wide range of financial services to meet the diverse needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Benjamin Cordero is well-equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and insurance products. Specializing in areas such as domestic partnership planning, estate planning, and investment fiduciary practices, Benjamin Cordero is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Benjamin Cordero can provide tailored financial solutions to meet your unique needs. Contact Benjamin Cordero today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Debbie Sallee, CFP®|ADPA™ is a reputable finance institution located at 6611 River Place Boulevard in Austin, Texas, United States. Debbie Sallee, a Certified Financial Planner (CFP®) and Accredited Domestic Partnership Advisor (ADPA™), offers expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, Edward Jones is dedicated to helping individuals and families navigate the complexities of financial planning and investing. Contact Debbie Sallee today to start building a secure financial future.

George F Henry - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 11675 Jollyville Road in Austin, Texas, is a reputable finance institution offering a wide range of services to meet the diverse needs of individuals seeking expert financial advice. George F Henry holds several prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and ongoing education, George F Henry is dedicated to providing personalized financial solutions for retirees, small business owners, high net worth clients, and individuals with specialized needs such as domestic partnerships or military backgrounds. Whether you are seeking guidance on portfolio management, estate planning, insurance products, or retirement strategies, George F Henry and his team are committed to helping you achieve your financial goals with integrity and professionalism.

Cathleen Wenger - Thrivent is a finance institution located at 3309 West Slaughter Lane, Austin, Texas, United States. At Arbors Group, we work with optimism, integrity, and faith to help our clients achieve their financial goals. Our team of financial professionals offers dedicated planning services, managed account services, and product solutions to individuals from all backgrounds. Lead advisors Cathleen and Melissa, a mother-daughter team with 20 years of experience, are committed to helping you feel confident about your financial future. We believe in providing financial advice, investments, insurance, banking, and generosity programs to help individuals make the most of their resources. Thrivent is a Fortune 500 company with a long history of financial strength and stability, serving over 2 million clients. By joining Thrivent, you become part of a community of people looking out for each other and making a positive impact.

Royal Alliance Associates Inc. is a prestigious finance institution located at 4102 Marathon Boulevard in Austin, Texas, United States. With a reputation for excellence and expertise in the financial industry, Royal Alliance Associates Inc. offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Trust Royal Alliance Associates Inc. to provide top-notch financial solutions tailored to meet your specific needs.

Mark A Goodin is a financial advisor at Ameriprise Financial Services, LLC located at 4810 Spicewood Springs Road in Austin, Texas. Mark holds several prestigious certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, and Behavioral Financial Advisor certification. He is also a Chartered Advisor in Philanthropy® (CAP®), CAS® designation holder, CASL® credential holder, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (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®. Mark is also a Certified Military Financial Advisor® (CFMA®). With his expertise in various financial planning areas, Mark A Goodin is well-equipped to provide comprehensive financial advice and support to his clients.

ABA Heating and Cooling, located at 2409 Richcreek Road in Austin, Texas, has been dedicated to providing top-notch HVAC services for the past 20 years. Specializing in AC repair, replacement, maintenance, and furnace repair for both residential and commercial properties in the greater Austin area, our satisfied customers attest to the quality of our work. We offer 24/7 emergency AC and heater repair, with NATE certified technicians trained to service all heating and cooling systems. Our team of professionals also offers AC installation, maintenance, and appliance repair services, with over two decades of experience helping homeowners and businesses in Austin stay comfortable year-round. We focus on providing a satisfactory customer experience, basing every recommendation on what's best for you.

Southern Air Solutions is a general contractor located at 21514 Morris Street, New Caney, Texas, United States. Since 2018, we have been serving New Caney and beyond with purpose, integrity, and character. Our specialty lies in installing and servicing high-efficiency ductless cooling systems for homes and businesses in Katy, Sugarland, The Woodlands, and surrounding areas. At Southern Air Solutions, we take pride in providing tailor-made solutions using Mitsubishi Electric HVAC systems to ensure optimal temperature control. Whether you are a homeowner in need of a reliable residential system or a business looking for robust cooling options, our licensed and insured team is available 24/7 for emergencies. We offer same-day services, free estimates, and flexible financing plans to meet your unique requirements.

D & D Financial Services is a top-rated accounting and finance institution located at 11 Eagle Pass, Canyon, Texas, United States. In 2021, we were named a finalist in the Best of Amarillo for Tax Preparation, ranking among the top 3 tax preparation services in the entire Amarillo area. Our services range from personal tax preparation, including basic W2 1040's, to high-level Schedule C business and rental taxes. We also specialize in all types of business taxes for 1120/1120-S, C-Corp, S-Corp, and partnerships. Additionally, we provide comprehensive payroll services, including weekly paychecks, deductions, payroll taxes, 941 filings, and annual W2's and 1099's. Trust D & D Financial Services for all your accounting and finance needs.

Acc Med Bus Sol is a leading health institution located at 6666 Harwin Drive in Houston, Texas, United States. We specialize in providing comprehensive medical and business solutions to meet the needs of our patients and clients. Our team of experienced professionals is dedicated to delivering high-quality care and services to ensure the well-being of all individuals. Whether you are looking for medical treatment, business consulting, or any other health-related services, Acc Med Bus Sol is here to help. Visit us today to experience top-notch care in a welcoming and professional environment.

Timberdale Medical Arts is a leading healthcare institution located at 607 Timberdale Lane in Houston, Texas, United States. We are dedicated to providing high-quality medical care and services to our patients in a warm and welcoming environment. Our team of experienced healthcare professionals is committed to ensuring the well-being and health of our patients. Visit Timberdale Medical Arts for comprehensive medical services tailored to your individual needs.

The American College of Construction Lawyers is a prestigious institution located at 8601 Ranch Road 2222 in Austin, Texas, United States. It is a professional organization comprised of leading construction lawyers who are recognized for their expertise in the field. Members of the college are selected based on their demonstrated excellence in construction law and commitment to advancing the practice. The institution provides a platform for networking, collaboration, and education for construction law professionals.

rNs is a leading health institution located at 1609 Northwood Road in Austin, Texas, United States. Our dedicated team of registered nurses (rNs) provides top-notch healthcare services to patients in need. Whether you're seeking routine medical care or specialized treatment, our experienced staff is here to help. With a focus on compassion and professionalism, rNs is committed to promoting the health and well-being of our community. Visit us today to experience the difference our institution can make in your life.

Plyler Stallop Compton is a prestigious institution located at 5000 Plaza on the Lake in Austin, Texas, United States. Known for its excellence in education and commitment to student success, Plyler Stallop Compton offers a wide range of programs and resources to help students achieve their academic and career goals. With a dedicated faculty and state-of-the-art facilities, the institution provides a supportive and enriching learning environment for all students. Whether you are looking to further your education or enhance your skills, Plyler Stallop Compton is the perfect place to start your journey towards a successful future.

The Temporary Housing Directory, located at 3308 Preston Road, Plano, Texas, is a real estate agency that specializes in providing temporary accommodations to individuals and businesses in need. Whether you are displaced due to an insurance claim, relocating for a new job, or on a temporary work assignment, THD is here to help. In times of disaster or displacement, THD works quickly with insurance companies to secure temporary housing for those in need. If housing arrangements take longer to set up, they will place you in a hotel while you wait, taking care of your accommodation needs so you can focus on other important matters.

The Texas Jewelers Association is a prestigious organization located at 611 Congress Avenue in Austin, Texas. As a leading authority in the jewelry industry, the association is dedicated to promoting excellence and professionalism among jewelers in the state of Texas. Members of the Texas Jewelers Association have access to valuable resources, networking opportunities, and educational programs to enhance their skills and knowledge in the field. Whether you are a seasoned jeweler or just starting out in the industry, the Texas Jewelers Association is the perfect place to connect with like-minded professionals and stay up-to-date on the latest trends and developments in the world of jewelry.

ComproTax Orange is a leading institution located at 1502 West Park Avenue in Orange, Texas, offering a range of services in accounting, finance, and insurance. Our institution provides IRS Continuing Education Courses to tax professionals, ensuring they stay updated on tax laws and filing procedures to maintain their credentials and enhance their expertise. We also offer specialized training programs for affiliated partners, focusing on advanced tax concepts, software use, and strategies to optimize client services and business growth. Our comprehensive tax courses are available to all individuals, from foundational to advanced levels, without the need for an existing partnership. This allows for broadened skill sets in tax preparation and advisory services. We also offer industry-leading tax and accounting exam preparation methods to help you succeed in earning your professional credential.

The Law Office of Jeff Adams is a reputable legal institution located at 119 Logansport Street in Center, Texas, United States. Led by experienced attorney Jeff Adams, the firm is dedicated to providing high-quality legal services to clients in need of assistance with a variety of legal matters. With a focus on personalized attention and effective representation, The Law Office of Jeff Adams is committed to helping clients navigate the complexities of the legal system and achieve the best possible outcomes for their cases. Whether you are facing a criminal charge, dealing with a family law issue, or in need of guidance on estate planning, Jeff Adams and his team are here to help. Contact The Law Office of Jeff Adams today to schedule a consultation and learn more about how they can assist you with your legal needs.

Port Jefferson Abstract-Title is a reputable insurance agency located at 114 North Polk Street in Jefferson, Texas. With years of experience in the industry, they specialize in providing comprehensive title insurance services to protect their clients' investments in real estate. Their team of dedicated professionals is committed to ensuring a smooth and secure transaction process for all their customers. Trust Port Jefferson Abstract-Title for all your insurance needs in Jefferson, Texas.

The Law Office of Bruce Harris is a reputable legal institution located at 1101 Scott Avenue in Wichita Falls, Texas. Specializing in various areas of law, including criminal defense, family law, and personal injury cases, our experienced team is dedicated to providing personalized and effective legal representation to our clients. With a commitment to excellence and a track record of success, we strive to achieve the best possible outcomes for those we represent. Contact us today for a consultation to discuss your legal needs.