Comprehensive investment management in El Paso, TX
38 results found
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Triple Point Wealth Management of Raymond James
● OpenTriple Point Wealth Management of Raymond James is a leading financial institution located at 4503 North Mesa Street in El Paso, Texas. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized investment strategies and comprehensive financial planning, we strive to provide top-tier services tailored to each client's unique needs and objectives. Trust Triple Point Wealth Management of Raymond James to guide you towards a secure and prosperous financial future.
4503 N Mesa St, El Paso, TX 79912, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a finance institution located at 4699 North Mesa Street, El Paso, Texas, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions in both rising and turbulent markets. We offer financial strategies based on years of wealth management knowledge and expertise, going beyond just wealth planning advice. Our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We prioritize client service and satisfaction, helping clients identify personal and professional goals to create tailored financial strategies. Additionally, we are committed to giving back to our communities through volunteerism and charitable outreach. As a Merrill client, you have access to industry-skilled advisors supported by investing insights, wealth planning platforms, and technological resources. Our culture is dedicated to providing training, mentoring, and technology for new and experienced advisors. We focus on individually customized investment approaches and wealth management advice to support all aspects of a client's financial life. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering critical skills and knowledge to assist individuals in pursuing their financial goals. Please note that investing involves risk and it is important to consult legal and tax advisors before making financial decisions.
4699 N Mesa St 1st Floor, El Paso, TX 79912, United States -
Ventura Professional Services
● ClosedVentura Professional Services is a leading finance institution located at 1535 Hawkins Boulevard in El Paso, Texas, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our services include financial planning, investment management, tax planning, and retirement planning. We are committed to providing our clients with personalized and comprehensive financial solutions to help them achieve their financial goals. Visit us today to learn more about how Ventura Professional Services can help you secure your financial future.
1535 Hawkins Blvd Suite C, El Paso, TX 79925, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a well-established finance and insurance agency located at 5870 Onix Drive in El Paso, Texas. With a strong presence in the United States, Northwestern Mutual offers a range of financial services and insurance products to help individuals and families achieve their financial goals and protect their assets. Their experienced team of professionals is dedicated to providing personalized solutions and guidance to clients, ensuring their long-term financial security. Whether you are looking for investment advice, retirement planning, or insurance coverage, Northwestern Mutual is committed to helping you build a secure financial future.
5870 Onix Dr A, El Paso, TX 79912, United States -
Pereyda Financial
● ClosedPereyda Financial is a reputable health insurance agency located in El Paso, Texas. Situated at 12496 Montana Avenue, Pereyda Financial is dedicated to providing top-notch insurance services to individuals and families in the area. With a team of experienced professionals, Pereyda Financial offers a wide range of health insurance options to suit the unique needs of each client. Whether you are looking for coverage for yourself or your family, Pereyda Financial is committed to helping you find the right insurance plan at an affordable price. Contact Pereyda Financial today to learn more about their services and how they can assist you in securing the health insurance coverage you need.
12496 Montana Ave suite 42, El Paso, TX 79938, United States -
Salutem Health & Tax Advisors
● ClosedSalutem Health & Tax Advisors is a comprehensive institution located at 2000 Lee Trevino Drive in El Paso, Texas. Specializing in accounting, finance, health, and insurance services, our team of experienced advisors is dedicated to helping individuals and businesses navigate the complexities of taxes, financial planning, healthcare options, and insurance coverage. With a focus on personalized service and expert advice, Salutem Health & Tax Advisors is committed to helping clients achieve their financial and health goals. Contact us today to schedule a consultation and learn how we can help you secure your financial future.
2000 Lee Trevino Dr O, El Paso, TX 79936, United States -
American National
● OpenAmerican National is a reputable insurance agency located at 5959 Gateway Boulevard West in El Paso, Texas. We specialize in providing a wide range of insurance products and services to meet the needs of our clients. Our team of experienced agents is dedicated to helping individuals and businesses find the right coverage at the best possible rates. With a commitment to excellence and customer satisfaction, American National is a trusted name in the insurance industry. Contact us today to learn more about how we can help protect what matters most to you.
5959 Gateway Blvd W, El Paso, TX 79925, United States -
Plans for Life
● ClosedPlans for Life is a reputable insurance agency located at 806 Ange Street in El Paso, Texas. With a focus on providing individuals and families with the best insurance coverage options for their needs, Plans for Life is committed to helping clients secure their future and protect their loved ones. Whether you're looking for life insurance, health insurance, or retirement planning services, our experienced agents are here to guide you every step of the way. Trust Plans for Life to help you plan for a secure and prosperous future.
806 Ange St, El Paso, TX 79902, United States -
Berger Briggs Insurance & Risk Solutions
● ClosedBerger Briggs Insurance & Risk Solutions is a leading insurance agency located at 6006 North Mesa Street in El Paso, Texas, United States. With a focus on providing comprehensive insurance coverage and risk management solutions, Berger Briggs is dedicated to helping individuals and businesses protect their assets and investments. Their team of experienced professionals offers personalized service and expert guidance to ensure clients have the right coverage for their specific needs. Whether you are looking for auto, home, business, or specialty insurance, Berger Briggs is committed to providing top-notch service and peace of mind. Contact them today to learn more about their services and how they can help you protect what matters most.
6006 N Mesa St # 202, El Paso, TX 79912, United States -
Terry Jimenez - State Farm Insurance Agent
● ClosedTerry Jimenez - State Farm Insurance Agent is a reputable insurance agency located at 3500 North Mesa Street in El Paso, Texas, United States. The agency provides a range of insurance services, including information on what happens if someone else drives your car and gets into an accident, vehicle safety recalls, and the dangers of drunk driving. Customers are urged to avoid sharing sensitive personal information online and to contact the agency directly for assistance if needed. Securities and investment products are distributed by State Farm VP Management Corp, and life insurance and annuities are issued by State Farm Life Insurance Company. The agency also offers pet insurance products through American Pet Insurance Company and ZPIC Insurance Company. State Farm emphasizes the importance of consulting a tax or legal advisor for personalized advice.
3500 N Mesa St Ste G, El Paso, TX 79902, United States -
Farmers Insurance - Ana Luna
● ClosedFarmers Insurance - Ana Luna is a trusted insurance agency located at 1201 North Zaragoza Road in El Paso, Texas. As your local Farmers® agent, Ana Luna helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance provides a variety of coverage options including auto, home, renters, business insurance, and more. Ana Luna can help you understand your coverage options and find the right policy for your budget. Whether you need comprehensive coverage, collision coverage, or medical payments, Ana Luna is here to help. Contact Farmers Insurance - Ana Luna today for personalized assistance with your insurance needs.
1201 N Zaragoza Rd Ste B, El Paso, TX 79907, United States -
Ventura Professional Services
● ClosedVentura Professional Services is a leading finance institution located at 312 South Copia Street in El Paso, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. Whether you need assistance with financial planning, investments, or tax preparation, Ventura Professional Services is here to help. Trust us to help you achieve your financial goals and secure your future.
312 S Copia St # C, El Paso, TX 79905, United States -
Mrs. Diane Rodriguez
● OpenMrs. Diane Rodriguez is a reputable health institution located at 1920 North Zaragoza Road in El Paso, Texas, United States. With a focus on providing top-quality healthcare services to patients, Mrs. Diane Rodriguez offers a wide range of medical services and treatments to address various health concerns. The institution is known for its experienced and compassionate staff who are dedicated to ensuring the well-being and recovery of their patients. Whether you are in need of routine check-ups or specialized medical care, Mrs. Diane Rodriguez is committed to providing exceptional healthcare services to the community.
1920 N Zaragoza Rd #108, El Paso, TX 79938, United States -
B.I.G. Logistics
● ClosedB.I.G. Logistics, located at 1455 Vanderbilt Drive in El Paso, Texas, is a reputable institution specializing in finance and storage services. With over 30 years of experience in the domestic cargo business, B.I.G. Logistics is known for its ability to tailor economic and service-sensitive solutions to meet customers' specific freight challenges. As an FMCSA-licensed property broker, the institution offers a network of specialized carriers for all cargo needs, including LTL, FTL, rail intermodal, temperature-controlled, oversized, and project cargo. In addition to domestic services, B.I.G. Logistics also provides comprehensive international shipping solutions, handling import and export needs with expertise in regulatory requirements and carrier selection worldwide. The institution's professional logistics teams work closely with a network of carrier partners to ensure seamless global supply chain management from door to door.
1455 Vanderbilt Dr, El Paso, TX 79935, United States -
Security Finance
● ClosedSecurity Finance is a reputable accounting and finance institution located at 208 South Stanton Street in El Paso, Texas, United States. With a strong focus on providing expert financial services, Security Finance is dedicated to helping individuals and businesses manage their finances effectively. Whether you need assistance with budgeting, tax preparation, or investment planning, the experienced professionals at Security Finance are here to provide you with the support and guidance you need. Trustworthy and reliable, Security Finance is committed to helping you achieve your financial goals.
208 S Stanton St, El Paso, TX 79901, United States -
Charles Schwab
● OpenCharles Schwab is a finance institution located at 1945 Northwestern Drive in El Paso, Texas, United States. Known for offering competitive yields on money market funds, Schwab provides a full range of tools, resources, and expertise for investors to customize their investment strategies. With award-winning trading platforms, tailored education, and specialized support, Schwab ensures that clients have the best resources for their financial goals. Schwab Intelligent Portfolios® offers automated portfolio management based on individual goals, while comprehensive wealth and investment management solutions provide confidence in pursuing financial objectives. Recognized with accolades such as Forbes Best Customer Service 2024 and Investor's Business Daily: Best Online Brokers 2024, Schwab is a trusted and reputable institution in the financial industry.
1945 Northwestern Dr, El Paso, TX 79912, United States -
Lauterbach Financial Advisors
● ClosedLauterbach Financial Advisors is a finance institution located at 4130 Rio Bravo Street in El Paso, Texas, United States. As an independent, fee-only fiduciary firm, we prioritize listening to our clients' needs and dreams to create comprehensive financial plans and investment strategies. Our goal is to meet immediate financial needs and help clients reach their future ambitions. We offer elevated perspectives on overall fiscal wellness, including tax implications, retirement plans, portfolio management, and cash liquidity. Partner with us to secure your financial future.
4130 Rio Bravo St, El Paso, TX 79902, United States -
Principal Financial Group
● ClosedPrincipal Financial Group is a well-established finance and insurance agency located at 416 North Stanton Street in El Paso, Texas, United States. With a strong reputation for providing comprehensive financial services and insurance solutions, Principal Financial Group is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment management, or insurance coverage, the experienced professionals at Principal Financial Group are committed to providing personalized and tailored solutions to meet your specific needs. Trust in Principal Financial Group for expert financial advice and reliable insurance options.
416 N Stanton St #420, El Paso, TX 79901, United States -
Merrill Lynch Financial Advisor Laura Jones
● ClosedMerrill Lynch Financial Advisor Laura Jones is a finance institution located at 4699 North Mesa Street, El Paso, Texas, United States. Laura Jones, International Wealth Advisor, Senior Vice President, has been in the financial services industry since 1995. She specializes in helping clients build personalized wealth management strategies to meet their individual needs. By listening and guiding clients in making informed decisions, Laura aims to deliver a comprehensive approach to managing wealth. The institution offers the Merrill Personal Wealth Analysis™ to create personalized plans centered around clients' goals. By utilizing research in behavioral finance, they tailor financial approaches to align with clients' investing preferences and priorities. As life and goals change, the institution provides tools to track these changes and adjust financial strategies accordingly. Laura's mission is to understand each client's unique needs and provide personalized plans to help achieve financial goals while managing investment risk. Through regular check-ins and adjustments, the institution aims to keep clients on track towards their objectives. With a focus on building a dedicated one-on-one relationship, Merrill Lynch Financial Advisor Laura Jones offers personalized investment strategies and comprehensive financial solutions to help clients navigate the complexities of their financial lives.
4699 N Mesa St 1st Floor, El Paso, TX 79912, United States -
Merrill Lynch Financial Advisor Dwayne M Cates
● ClosedMerrill Lynch Financial Advisor Dwayne M Cates is located at 4699 North Mesa Street, El Paso, Texas, United States. As a finance institution, Dwayne M Cates and his team of investment industry professionals bring their financial knowledge and the global investment capabilities of Merrill to provide personalized wealth plans and banking solutions from Bank of America. With 22 years of experience in the financial services industry, Dwayne M Cates specializes in corporate benefit programs and can help corporate executives integrate their benefits into a long-term financial approach. Dwayne M Cates follows the Merrill tradition of community service and volunteering, demonstrating a commitment to the communities they serve. Through the Merrill Personal Wealth Analysis™, Dwayne M Cates can help build and document personalized financial plans centered on individual goals and aspirations. By engaging in conversations and understanding the unique goals and priorities of each client, Dwayne M Cates works to develop customized financial approaches that help clients pursue their financial goals and navigate life changes.
4699 N Mesa St 1st Floor, El Paso, TX 79912, United States -
Victor Mascorro, Jr. - LPL Financial
● ClosedVictor Mascorro, Jr. - LPL Financial is a finance institution located at 201 East Main Street in El Paso, Texas, United States. With a focus on providing comprehensive financial services, they are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, their team of experienced professionals is committed to providing personalized solutions tailored to your specific needs. Trust Victor Mascorro, Jr. - LPL Financial to guide you towards a secure financial future.
201 E Main St Ste. 1615, El Paso, TX 79901, United States -
William Pettit - Raymond James
● OpenWilliam Pettit - Raymond James is a finance institution located at 5822 Cromo Drive in El Paso, Texas, United States. With a focus on providing personalized financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we offer a range of services tailored to meet your individual needs. Trust William Pettit - Raymond James to provide you with professional guidance and support as you navigate the world of finance.
5822 Cromo Dr Ste 320, El Paso, TX 79912, United States -
Trilogy Financial Planning
● ClosedTrilogy Financial Planning is a leading finance institution located at 6090 Surety Drive in El Paso, Texas. With a team of experienced financial advisors, Trilogy specializes in providing comprehensive financial planning services to help clients achieve their financial goals and secure their future. Whether you are planning for retirement, saving for education, or investing for the future, Trilogy Financial Planning is dedicated to providing personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards financial success.
6090 Surety Dr Suite 210, El Paso, TX 79905, United States -
Allied Marketing Group
● ClosedAllied Marketing Group is a finance institution located at 5 Butterfield Trail Boulevard in El Paso, Texas, United States. With a strong focus on providing comprehensive financial services and solutions, Allied Marketing Group is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, insurance solutions, or assistance with retirement planning, the experienced professionals at Allied Marketing Group are here to help. Trustworthy, reliable, and committed to customer satisfaction, Allied Marketing Group is your go-to destination for all your financial needs.
5 Butterfield Trail Blvd # A, El Paso, TX 79906, United States -
Bernard Semon - Raymond James
● OpenBernard Semon - Raymond James is a finance institution located at 4503 North Mesa Street in El Paso, Texas, United States. With a strong reputation for providing expert financial services, they specialize in 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. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Bernard Semon - Raymond James is committed to providing personalized solutions tailored to your unique needs.
4503 N Mesa St, El Paso, TX 79912, United States -
Carolyn L Mora Financial Services
● ClosedCarolyn L Mora Financial Services is a reputable accounting and finance institution located at 11163 La Quinta Place in El Paso, Texas, United States. With years of experience in the financial industry, our team of professionals is dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, we are here to assist you every step of the way. Trust Carolyn L Mora Financial Services for all your financial needs.
11163 La Quinta Pl, El Paso, TX 79936, United States -
Block Advisors
● OpenBlock Advisors is a renowned institution specializing in accounting and finance services, located at 1550 Hawkins Boulevard in El Paso, Texas, United States. With a team of experienced professionals, Block Advisors offers personalized financial solutions to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment strategies, Block Advisors is dedicated to helping you achieve your financial goals. Visit us today to learn more about our comprehensive services and how we can assist you in managing your finances effectively.
1550 Hawkins Blvd Ste 19-20, El Paso, TX 79925, United States -
Intra-Tax Services
● ClosedIntra-Tax Services is a reputable accounting and finance institution located at 12400 Montwood Drive in El Paso, Texas, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, Intra-Tax Services is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Contact them today to schedule a consultation and see how they can help you manage your finances effectively.
12400 Montwood Dr, El Paso, TX 79928, United States -
Edward Jones - Financial Advisor: Jesus Horton, CFP®|ABFP™|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Jesus Horton, CFP®|ABFP™|AAMS™|CRPC™ is a reputable financial institution located at 6006 North Mesa Street in El Paso, Texas, United States. Jesus Horton, a certified financial planner, offers a range of financial services to help clients achieve their financial goals. With expertise in financial planning, asset management, retirement planning, and more, Jesus Horton is dedicated to providing personalized and comprehensive financial advice to clients. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Edward Jones - Financial Advisor: Jesus Horton, CFP®|ABFP™|AAMS™|CRPC™ can help you navigate the complexities of the financial world and make informed decisions for your financial future.
6006 N Mesa St #1007, El Paso, TX 79912, United States -
Merrill Lynch Financial Advisor Kristine Denise Marcum
● ClosedMerrill Lynch Financial Advisor Kristine Denise Marcum is a finance institution located at 4699 North Mesa Street, El Paso, Texas, United States. They believe in building relationships through conversations to help identify and prioritize your financial goals. By listening to your needs and aspirations, they customize a financial approach to help you pursue what matters most to you, whether it's planning for retirement, saving for a home, or funding a child's education. Their Investment Personality Assessment helps them understand your investing preferences and tailor a strategy to align with your goals. With access to the resources of Merrill and Bank of America, they develop comprehensive plans to manage, grow, and preserve your wealth. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer a range of services including personalized investment strategies and comprehensive financial solutions. Their goal is to help you achieve your financial goals by staying on track and adjusting your approach as your life and goals change. Get the latest investment insights, tips, and strategies to live your best financial life with Merrill Lynch Financial Advisor Kristine Denise Marcum.
4699 N Mesa St 1st Floor, El Paso, TX 79912, United States
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