Client focused financial advisor in Universal City, Texas

Samantha Nguyen-Le - State Farm Insurance Agent is a trusted insurance agency located at 3807 East Broad Street in Mansfield, Texas, United States. Conveniently situated behind the 7-Eleven on the NE Corner of E Broad and N Holland Rd, this agency specializes in relocations to Mansfield, Grand Prairie, Arlington, and Cedar Hill. Offering free auto quotes for Arlington, Grand Prairie, and Mansfield, Samantha Nguyen-Le is dedicated to helping individuals and families prepare for life's uncertainties. Samantha Nguyen-Le holds a Bachelor's of Science in Business Administration with majors in Finance and Information Technology from Portland State University in Portland, OR. With 20 years of residency in Mansfield and a proud upbringing in Grand Prairie, she understands the needs of the community and is committed to providing exceptional service to her clients.

Northwestern Mutual Life Insurance, located at 6565 North MacArthur Boulevard in Irving, Texas, is a reputable finance and insurance agency dedicated to helping individuals protect their loved ones and assets. With a focus on personalized service, their advisors work closely with clients to determine the right type and amount of life insurance needed based on individual goals and budget. Offering a variety of life insurance policies, Northwestern Mutual ensures that clients have options that fit their specific needs. Whether it's providing a safety net for unexpected events or building a solid financial plan for the future, their policies offer flexibility and benefits that can be used throughout life.

John Pitre - State Farm Insurance Agent is a reputable insurance agency located at 825 West Bitters Road in San Antonio, Texas. Situated in the Oak Creek Office Complex near the Silverhorn Golf Course, our agency has been serving the insurance needs of the community since 2012. We offer free quotes on auto insurance, home insurance, and life insurance, as well as commercial insurance and business insurance in areas such as Universal City, Hill Country Village, Boerne, Hollywood Park, and Stone Oak. As a State Farm Insurance Team Member, I have been recognized as a multiple Ambassador Travel Qualifier and have been a Rotarian since 2012. With a Bachelor of Arts Degree from Louisiana State University, I am dedicated to helping policyholders manage the risks of everyday life and provide them with the best insurance coverage in San Antonio.

Guaranty Bank & Trust is a trusted financial institution located at 1200 West University Drive in Denton, Texas. As a full-service bank, we offer a wide range of financial services to meet the needs of our customers, including personal and business banking, loans, mortgages, and wealth management. Our experienced team of professionals is dedicated to providing excellent customer service and helping our clients achieve their financial goals. Whether you're looking to open a checking account, secure a loan, or plan for your future, Guaranty Bank & Trust is here to help you every step of the way. Visit us today to experience the difference of banking with a community-focused institution that puts your needs first.

First Harbor Group LLC is a finance institution located at 9525 Katy Freeway in Houston, Texas. We specialize in providing financial expertise and guidance for employee benefits, retirement plans, and individual financial planning. Our team is dedicated to putting our clients on the path to financial success, offering securities through Kestra Investment Services, LLC and investment advisory services through Kestra Advisory Services, LLC. Elizabeth Ramsey, our Benefits Coordinator, brings a wealth of knowledge and dedication to our team. With a bachelor's degree from the University of Houston, Elizabeth is committed to building solid relationships with clients and providing exceptional service. Rosie Orozco, our Operations Coordinator and Office Administrator, ensures that our office runs smoothly and efficiently, promoting a positive and high-performance culture.

Whitney Consulting is a leading management consulting firm located at 1500 West University Avenue in Georgetown, Texas, United States. Our team of experienced consultants provides strategic advice and innovative solutions to help businesses achieve their full potential. With a focus on collaboration and results-driven strategies, Whitney Consulting is dedicated to helping our clients thrive in today's competitive market. Contact us today to learn how we can help your business succeed.

Daasfinancials is a finance institution located at 8786 Kennsington Street, Frisco, Texas, United States. We specialize in helping our clients identify opportunities, build diversified portfolios, and optimize returns for a secure financial future. Our comprehensive estate planning solutions include wills, trusts, power of attorney, and inheritance services. We offer retirement planning services that focus on creating personalized strategies tailored to your individual needs. Our expertise in financial services and products includes fixed annuities, IUL Plans, Guaranteed Universal Life (GUL) insurance, and Indexed annuities.

Ramiro Marmolejo, CFP, ChFC is a finance institution located at 9706 Plymouth Road, San Antonio, Texas, United States. We offer a wide variety of financial services to our clients through trusted names in the industry, focusing on diversification. Our services include third-party investment management, special partnerships, and technology to enhance our clients' understanding of their financial situation and guide them towards achieving their long-term goals with confidence. We believe in creating well-rounded financial plans that examine the Total Financial Picture to address potential vulnerabilities to financial success. Our goal is to provide best in class investment options for our clients, whether it be accumulation, tax-mitigation, income planning, or legacy planning. Our licensed Advisors can connect clients to a wide range of investment tools through diverse company relationships. We also offer custom training modules through Wealth Watch University to help our advisors sharpen their skills. Invest with trusted names in the industry and explore diversification with Ramiro Marmolejo, CFP, ChFC.

Academic Investment Management is a finance institution located in The Woodlands, Texas, United States. Our team of experienced professionals specializes in managing investments for academic institutions, providing tailored solutions to help our clients achieve their financial goals. With a focus on research-driven strategies and a commitment to transparency and integrity, we strive to deliver superior results for our clients. Contact us today to learn more about how Academic Investment Management can help you optimize your investment portfolio.

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.