Comprehensive financial consultation in Texas
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Agents Direct Financial Center / Ruiz Taxes
● ClosedAgents Direct Financial Center / Ruiz Taxes is a comprehensive financial institution located in Weslaco, Texas. Specializing in accounting, finance, and insurance services, our experienced team is dedicated to providing top-notch financial solutions to our clients. Whether you need help with tax preparation, retirement planning, or insurance coverage, our experts are here to assist you every step of the way. Conveniently located at 5607 North Mile 6 West, Weslaco, Texas, our institution is committed to helping individuals and businesses achieve their financial goals. Visit us today and experience the difference our personalized approach can make in your financial future.
5607 N Mile 6 W, Weslaco, TX 78599, United States -
Coral's Notary Public & Financial Planner
● ClosedCoral's Notary Public & Financial Planner is a reputable institution located at 2488 South Indiana Avenue in Brownsville, Texas. Specializing in finance and insurance services, Coral's offers expert notary public services and comprehensive financial planning to meet the diverse needs of their clients. With a commitment to professionalism and customer satisfaction, Coral's is a trusted partner for individuals and businesses seeking reliable financial advice and assistance. Visit Coral's Notary Public & Financial Planner today for personalized and expert financial services.
2488 S Indiana Ave, Brownsville, TX 78521, United States -
Yale Financial Services Inc
● ClosedYale Financial Services Inc, located at 2821 Brown Trail in Bedford, Texas, is a comprehensive financial institution offering accounting, finance, and insurance services. Specializing in home, renter, auto, and commercial insurance, as well as tax preparation, notary services, and DHL shipping, we are dedicated to ensuring our clients' satisfaction. We pride ourselves on listening to our customers' needs and providing solutions, not excuses. With a commitment to excellence, Yale Financial Services Inc is your trusted partner for all your financial needs.
2821 Brown Trail, Bedford, TX 76021, United States -
F&M Tax Service, Bookkeeping, Consulting Company Formations (LLC), Notary, Tax Preparation, Business Permits and Licensing.
● ClosedF&M Tax Service is a comprehensive financial institution located at 4147 Pleasanton Road in San Antonio, Texas. Specializing in tax preparation, bookkeeping, consulting, and company formations, including LLCs, our team of experts also offers notary services, assistance with business permits and licensing. Whether you are an individual or a business owner, our dedicated professionals are here to provide personalized and reliable financial solutions. Trust F&M Tax Service to handle all of your accounting, finance, health, and insurance needs with professionalism and expertise.
4147 Pleasanton Rd, San Antonio, TX 78221, United States -
Cannizzaro Consulting
● OpenCannizzaro Consulting is a reputable health institution located at 10314 Metronome Drive in Houston, Texas, United States. We specialize in providing top-notch consulting services to help individuals and organizations in the health industry achieve their goals and improve their overall performance. Our team of experienced professionals offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking to enhance your healthcare services, optimize your operations, or improve your patient outcomes, Cannizzaro Consulting is here to help. Contact us today to learn more about how we can support your success in the healthcare field.
10314 Metronome Dr, Houston, TX 77043, United States -
Independent Financial Services
● ClosedIndependent Financial Services, located at 9233 County Road 1236 in Cleburne, Texas, is a trusted institution specializing in accounting and finance services. Our focus is on providing individuals and businesses with comprehensive asset protection through our unique Spendthrift Trust. With years of experience and expertise, we ensure 100% asset protection for our clients. At Independent Financial Services, we believe in the philosophy of owning nothing but controlling everything, as famously quoted by American business magnate Nelson Rockefeller. Our Spendthrift Trust offers a range of benefits beyond just asset protection, including financial and tax services tailored to meet your specific needs.
9233 County Rd 1236, Cleburne, TX 76033, United States -
CMG Financial - Mike Lesmeister Team
● ClosedCMG Financial - Mike Lesmeister Team is a premier finance institution located at 480 Wildwood Forest Drive in Spring, Texas, United States. With a team of experienced professionals led by Mike Lesmeister, they offer a wide range of financial services including mortgages, refinancing, and home loans. Known for their personalized approach and commitment to customer satisfaction, CMG Financial - Mike Lesmeister Team is dedicated to helping clients achieve their financial goals. Whether you are a first-time homebuyer or looking to refinance your current mortgage, their team is ready to assist you every step of the way.
480 Wildwood Forest Dr #100, Spring, TX 77380, United States -
Caprock Business Consulting, LLC
● OpenCaprock Business Consulting, LLC is a finance institution located at 8212 Ithaca Avenue in Lubbock, Texas, United States. Specializing in assisting attorneys and business owners with services such as business valuation, litigation support, and financial analysis, Caprock Business Consulting aims to make a positive impact on individuals' lives. Their team of experts offers comprehensive solutions tailored to each unique business, with services extending beyond just buying or selling a business. With a focus on personal relationships and understanding client needs, Caprock Business Consulting provides a range of services including family law, commercial litigation, estate and gift tax, capital raising, and consulting. Founded in 2016, the institution has experienced steady growth due to its talented and credentialed professionals who stay ahead of the ever-changing business landscape. Serving clients throughout West Texas and the greater United States, Caprock Business Consulting is dedicated to providing top-notch services to meet all your business needs. Contact them at (806) 853-7832 for more information.
8212 Ithaca Ave Suite 2, Lubbock, TX 79423, United States -
Tenet Financial Group
● OpenTenet Financial Group, located at 109 Larson Lane, Aledo, Texas, United States, is a reputable institution specializing in accounting and finance services. By submitting a form on their website, you can receive information and guidance from their experienced advisors on funding a business venture efficiently and securely. One of their specialties is Rollover as Business Startups (ROBS), which allows you to use your 401(k) retirement account to fund a new business without tax penalties. With Tenet Financial Group, you can avoid monthly payments, interest, and credit score requirements, making it a great option for debt-free startup funding. Their Volume Submitter status with the IRS and extensive experience administering plans make them a trusted partner for small business and franchise funding. Contact Tenet Financial Group today to learn more about their services and start your entrepreneurial journey without the burden of debt financing.
109 Larson Ln #200, Aledo, TX 76008, United States -
Crown Financial LLC
● OpenCrown Financial LLC is a finance institution located at 16420 Park Ten Place in Houston, Texas, United States. With a focus on providing top-quality financial services, Crown Financial LLC offers a range of solutions to help individuals and businesses manage their finances effectively. From investment planning to retirement savings, their team of experts is dedicated to helping clients achieve their financial goals. Trust Crown Financial LLC to provide you with the guidance and support you need to secure your financial future.
16420 Park Ten Pl #125, Houston, TX 77084, United States -
Aleman Financial Services
● ClosedAleman Financial Services is a leading institution located in San Antonio, Texas, specializing in accounting, finance, and insurance services. Our experienced team is dedicated to providing clients with personalized and comprehensive financial solutions to help them achieve their goals. Whether you need assistance with tax preparation, investment planning, or insurance coverage, our experts are here to guide you every step of the way. Visit us at 5539 Enrique M. Barrera Parkway to learn more about how Aleman Financial Services can help secure your financial future.
5539 Enrique M. Barrera Pkwy Suite #201, San Antonio, TX 78227, United States -
Genesis Financial Group
● OpenGenesis Financial Group is a finance institution located at 7649 Hillside Road in Amarillo, Texas, United States. Our experienced professionals are dedicated to helping individuals achieve financial independence by creating personalized approaches to address their unique situations. We believe that life is short and everyone deserves to live the life they want. Our advisors specialize in retirement income strategies, personal wealth creation for business owners, and comprehensive financial planning. We strive to improve the lives of our clients by providing genuine, personal financial advice. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., and advisory services are provided through Cambridge Investment Research Advisors, Inc. We are not affiliated with Cambridge. Our services are available to individuals residing in select states. Contact us today for a free consultation and let us help you achieve your financial goals.
7649 Hillside Rd #200, Amarillo, TX 79119, United States -
Boaz Financial
● ClosedBoaz Financial is a reputable finance institution located at 5500 Meadowgreen Drive in Amarillo, Texas, United States. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive financial solutions. At Boaz Financial, we prioritize transparency, integrity, and excellence in everything we do. Visit us today to learn more about how we can help you secure your financial future.
5500 Meadowgreen Dr Suite 100, Amarillo, TX 79110, United States -
Thompson Financial Consulting
● OpenThompson Financial Consulting is a reputable finance institution located at 6900 Interstate 40 Frontage Road in Amarillo, Texas, United States. Our team of experienced financial consultants offers expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your budget more effectively, Thompson Financial Consulting is here to provide the guidance and support you need. Trust us to help you navigate the complexities of the financial world and secure a prosperous future.
6900 I-40 Frontage Rd # 297, Amarillo, TX 79106, United States -
Hoyl Financial, LLC.
● OpenHoyl Financial, LLC. is a finance institution located at 2620 South Kentucky Street in Amarillo, Texas, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial futures. Contact us today to learn more about how we can help you with your financial needs.
2620 S Kentucky St, Amarillo, TX 79109, United States -
Credent Wealth Management - Amarillo Fee-Only Financial Planner
● OpenCredent Wealth Management is a fee-only financial planning institution located in Amarillo, Texas. Our team of experienced financial planners are dedicated to helping clients achieve their financial goals through personalized and comprehensive wealth management strategies. We provide unbiased advice and transparent fee structures to ensure our clients receive the best possible service. Visit us at 2201 Civic Circle to start planning for your financial future today.
2201 Civic Cir Suite 925, Amarillo, TX 79109, United States -
Merrill Lynch Financial Advisor Paula J Cornelius
● OpenMerrill Lynch Financial Advisor Paula J Cornelius is a finance institution located at 8101 Southwest 34th Avenue, Amarillo, Texas, United States. Paula Cornelius believes that managing your wealth begins with a deep understanding of your full financial picture. She can help create a flexible strategy tailored to your needs in today's changing market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Paula aims to help you pursue your goals through personalized wealth management strategies. As a Merrill Lynch Wealth Management Advisor, Paula focuses on what matters most to you - your family, goals, and priorities, even as they evolve over time. By engaging in conversations with you, Paula helps identify and prioritize your goals, whether it's planning for retirement, saving for a home, funding education, or passing wealth to future generations.
701 S Taylor St Suite 100, Amarillo, TX 79101, United States -
Merrill Lynch Financial Advisor Steven S Cox
● OpenMerrill Lynch Financial Advisor Steven S Cox is a finance institution located at 8101 Southwest 34th Avenue, Amarillo, Texas, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution offers services such as Certified Financial Planner Board of Standards Inc., Senior Wealth Management Client Associate, and Investment Personality Assessment. The institution helps clients identify and prioritize their financial goals, from retirement planning to funding a child's education. They believe in creating a personalized financial approach that reflects the client's personality and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with clients to develop an approach designed to address their financial needs. The institution's mission is to understand each client personally and help them pursue their financial goals while managing investment risk. By providing personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Steven S Cox aims to help clients live their best financial life.
701 S Taylor St Suite 100, Amarillo, TX 79101, United States -
LPL Financial
● OpenLPL Financial is a leading finance institution located at 3505 Olsen Boulevard in Amarillo, Texas, United States. With a focus on providing comprehensive financial services, LPL Financial offers expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced professionals at LPL Financial are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
3505 Olsen Blvd # 202, Amarillo, TX 79109, United States -
Merrill Lynch Financial Advisor Larry D Laughter
● OpenMerrill Lynch Financial Advisor Larry D Laughter is a finance institution located at 8101 Southwest 34th Avenue in Amarillo, Texas, United States. Supported by the global resources of Merrill, the team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Larry D Laughter focuses on understanding your family, goals, and priorities to create a personalized financial plan tailored to your needs. The institution offers a range of services, including investment insights, banking solutions, and personalized financial planning. With a focus on building a long-term relationship, the team at Merrill Lynch is committed to helping you achieve your financial goals and navigate the complexities of the financial markets. Certified by the CFP Board, Larry D Laughter and the team provide personalized investment strategies and comprehensive financial solutions to help you live your best financial life.
701 S Taylor St Suite 100, Amarillo, TX 79101, United States -
Caprock Financial Group
● ClosedCaprock Financial Group, located in Lubbock, Texas, is a finance institution dedicated to helping individuals, families, and businesses achieve their financial goals. Whether it's optimizing income, building assets, or planning for the future, Caprock Financial Group offers a comprehensive range of services to ensure financial security and growth. Led by lifelong community servant Dereck Blair, Caprock Financial Group specializes in income optimization, emergency fund building, revenue replacement, asset building, tax planning, legacy enhancement, legacy defense, and dynasty creation. With a focus on personalized financial planning, the institution strives to help clients protect and grow their wealth for generations to come.
6422 98th St #200, Lubbock, TX 79424, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a reputable finance institution located at 4401 82nd Street in Lubbock, Texas, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, we strive to offer comprehensive financial solutions tailored to each individual's unique needs. Trust Morgan Stanley Financial Advisors to guide you towards a secure financial future.
4401 82nd St, Lubbock, TX 79424, United States -
Beyond Balanced Financial Planning
● OpenBeyond Balanced Financial Planning is a premier financial institution located at 223 West Wall Street in Midland, Texas. Specializing in personalized financial planning services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. We provide comprehensive financial analysis, investment strategies, retirement planning, and more to ensure our clients have a secure financial future. With a focus on transparency, integrity, and personalized service, Beyond Balanced Financial Planning is committed to guiding our clients towards financial success.
223 W Wall St Suite 215, Midland, TX 79701, United States -
Gene Abney Financial Planning
● OpenGene Abney Financial Planning is a finance institution located at 4305 North Garfield Street in Midland, Texas. As a licensed insurance agent and investment professional with Mutual of Omaha Insurance Company, Gene Abney is dedicated to providing clients with the guidance and consistent service needed to develop, implement, and maintain comprehensive business and individual strategies. Clients can trust in Gene Abney Financial Planning for expert financial advice and support. Please note that Insurance Agents who are not securities licensed will not be listed on the FINRA BrokerCheck website. Trust Gene Abney Financial Planning for all your financial needs.
4305 N Garfield St, Midland, TX 79705, United States -
Carter Financial
● ClosedCarter Financial is a full-service financial institution located at 1509 West Wall Street in Midland, Texas. Specializing in retirement planning, our team of experienced financial advisors and wealth managers focus on helping clients generate income from their investments to ensure a steady source of income throughout retirement. With over two decades of experience, Carter Financial Group offers comprehensive financial planning services to help clients preserve their savings and increase their retirement income. Our services include estate planning, tax planning, wealth management, and investment strategies designed to help clients achieve their long-term financial goals. Meet with one of our advisors for a complimentary consultation to see how we can help you enjoy the retirement you deserve.
1509 W Wall St #114, Midland, TX 79701, United States -
ACE Credit Consulting
● ClosedACE Credit Consulting is a reputable institution located at 602 North Baird Street in Midland, Texas, United States. Specializing in consumer, business, and mortgage credit, we offer legal credit education and correction services to help individuals navigate the complexities of credit reporting agencies. Our experienced team guides clients through the entire process, preparing all necessary documentation without the burden of long-term contracts. With our reasonable fees and commitment to seeing results, we work diligently to improve credit profiles and scores, ultimately helping clients achieve their financial goals. Through our services, a majority of clients experience a significant increase in their credit score within the first 35 days, with an average increase of 80 points over the course of 180 days. We pride ourselves on our success in removing negative items from credit reports, providing solutions for issues such as bankruptcies, foreclosures, collections, and more. Additionally, we recommend credit monitoring services to help clients stay informed about changes to their credit reports and identify potential identity theft. Trust ACE Credit Consulting to help you achieve a great credit report and unlock the opportunities it brings.
602 N Baird St, Midland, TX 79701, United States -
Merrill Lynch Financial Advisor Timothy R Bryson
● OpenMerrill Lynch Financial Advisor Timothy R Bryson is a finance institution located at 300 North Marienfeld Street, Midland, Texas, United States. The institution offers personalized financial planning services through Merrill Personal Wealth Analysis™, tailored to your goals and priorities. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. By understanding your aspirations and financial situation, they can help you create a customized investment approach to address your needs and pursue your goals. Whether you are planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is committed to helping you achieve financial success. With access to the investment insights of Merrill and banking solutions from Bank of America, they can develop a comprehensive approach to help you manage, grow, and preserve your wealth. The institution believes in the power of personalized financial planning and focuses on developing solutions that can turn your goals into reality. By staying in touch with you to discuss changes in your life and revisiting your financial approach, they aim to help you stay on track to achieve what matters most to you. Contact Merrill Lynch Financial Advisor Timothy R Bryson to start creating a financial approach that reflects your unique needs and priorities.
300 N Marienfeld St 8th Floor, Suite 800, Midland, TX 79701, United States -
Professional Tax Consultants
● OpenProfessional Tax Consultants is a finance institution located at 1613 West Loop 289 Access Road in Lubbock, Texas. With a team of expert tax consultants, we provide comprehensive tax services to individuals and businesses alike. Our goal is to help our clients navigate the complex world of taxes and maximize their financial success. Whether you need assistance with tax preparation, planning, or resolution, our team is dedicated to providing top-notch service and personalized solutions. Trust Professional Tax Consultants to handle all of your tax needs with professionalism and expertise.
1613 W Loop 289 Acc Rd, Lubbock, TX 79416, United States -
Merrill Lynch Financial Advisor Kyle Fulton
● ClosedMerrill Lynch Financial Advisor Kyle Fulton is a finance institution located at 2510 Marsha Sharp Freeway West, Lubbock, Texas, United States. Kyle Fulton specializes in managing your wealth with a deep understanding of your financial picture. He can create a flexible strategy tailored to your goals, provide access to investment insights from Merrill, and offer banking solutions from Bank of America. Kyle believes in giving back to the community and volunteers with local organizations. At Merrill Lynch Wealth Management, Kyle focuses on what matters most to you - your family, goals, and priorities. He starts by having a conversation to understand your aspirations and help you prioritize your goals. By using tools like the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Kyle can develop a personalized plan centered on your financial goals.
2510 Marsha Sharp Fwy W, Lubbock, TX 79415, United States -
Merrill Lynch Financial Advisor Eric Pittman
● ClosedMerrill Lynch Financial Advisor Eric Pittman, located at 2510 Marsha Sharp Freeway West in Lubbock, Texas, is a finance institution focused on providing personalized wealth management strategies. Eric, Vice President and Senior Financial Advisor, has been with Merrill Lynch Wealth Management since 2007 and holds professional designations such as Chartered Retirement Planning Counselor℠(CRPC®) and Chartered Retirement Plans Specialist℠(CRPS®). With a background in business practices and family wealth management, Eric specializes in personal and corporate retirement strategies, estate planning services, and insurance strategies. He is dedicated to building relationships with his clients and understanding their individual needs and goals. Through the Merrill Personal Wealth Analysis™, Eric helps clients create customized financial plans centered on their aspirations. By offering in-depth financial advice and exceptional service, Eric aims to help clients achieve their financial goals and provide peace of mind for the future. Additionally, Eric is actively involved in the Lubbock community, serving on the Board of Advisors for the University Medical Center Foundation and volunteering with organizations such as the American Cancer Society and Hope Lodge – Lubbock. With a focus on understanding clients' changing priorities and goals, Eric Pittman and his team at Merrill Lynch Wealth Management strive to provide comprehensive financial solutions tailored to each individual's needs.
2510 Marsha Sharp Fwy W, Lubbock, TX 79415, United States
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