Dedicated financial advisors in Harlingen, Texas
35 results found
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Insurance Advisors Agency (IAA)
● ClosedInsurance Advisors Agency (IAA) is a leading health insurance agency located in Harlingen, Texas. Our dedicated team of insurance advisors is committed to helping individuals and families find the right health insurance coverage to meet their needs and budget. Whether you are looking for individual health insurance, Medicare plans, or group health insurance for your business, IAA is here to provide expert guidance and personalized service. Visit us at 2211 South 77 Sunshine Strip to speak with one of our knowledgeable advisors and start securing your health insurance today.
2211 S 77 Sunshine Strip, Harlingen, TX 78550, United States -
PTT Financial
● ClosedPTT Financial is a reputable insurance agency located at 410 East Harrison Avenue in Harlingen, Texas, United States. With a strong commitment to providing personalized and reliable insurance solutions, PTT Financial offers a wide range of insurance products to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses find the right insurance coverage at competitive rates. Whether you are looking for auto, home, life, or business insurance, PTT Financial is the trusted choice for all your insurance needs. Contact them today to learn more about their services and how they can help protect what matters most to you.
410 E Harrison Ave, Harlingen, TX 78550, United States -
Kemper Life - Harlingen
● ClosedKemper Life - Harlingen is a leading finance institution located at 1106 North 77 Sunshine Strip in Harlingen, Texas, United States. With a focus on providing life insurance and financial services to individuals and families, Kemper Life - Harlingen is dedicated to helping clients secure their financial future. Their team of knowledgeable professionals is committed to delivering personalized solutions tailored to each client's unique needs and goals. Visit Kemper Life - Harlingen today to start planning for a secure tomorrow.
1106 N 77 Sunshine Strip, Harlingen, TX 78550, United States -
Crown Financial
● ClosedCrown Financial is a reputable finance institution located at 1617 East Harrison Avenue in Harlingen, Texas, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help our clients make informed financial decisions. Whether you need assistance with investments, retirement planning, or debt management, Crown Financial is here to help you navigate the complex world of finance with confidence. Visit us today to learn more about how we can help you secure your financial future.
1617 E Harrison Ave, Harlingen, TX 78550, United States -
Level Four Financial
● OpenLevel Four Financial is a leading finance institution located at 402 East Tyler Avenue in Harlingen, Texas. Our team of experienced financial experts is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help you reach your financial goals. Trust Level Four Financial to provide you with the personalized attention and expert advice you need to secure your financial future.
402 E Tyler Ave, Harlingen, TX 78550, United States -
Carr, Riggs & Ingram CPAs and Advisors
● OpenLocated at 402 East Tyler Avenue in Harlingen, Texas, Carr, Riggs & Ingram CPAs and Advisors is a top-ranked accounting and advisory firm dedicated to helping clients achieve success. With a focus on building strong relationships, CRI offers a wide range of services including traditional accounting, business support, technology resources, and assurance offerings. As a member of PrimeGlobal, a global association of independent accounting firms, CRI has access to a network of professionals to provide additional support and expertise. Whether you need help with compliance or want to gain a competitive advantage, CRI has the solutions to help you thrive.
402 E Tyler Ave, Harlingen, TX 78550, United States -
Jason Carter - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLocated in Harlingen, Texas, Jason Carter - Financial Advisor at Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial goals. As the winner of the wealth manager category in Kiplinger Readers’ Choice Awards 2023, Jason Carter provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, clients can track their financial journey securely from any device. Backed by the Ameriprise Investment Research Group, Jason Carter offers expert guidance on market conditions and investment impacts. Residents in states where Jason Carter is registered can schedule a complimentary initial consultation to discuss their financial priorities. Ameriprise Financial Services, LLC, is a member of FINRA and SIPC, ensuring privacy and security for clients. Contact Jason Carter today to start planning for a secure financial future.
1415 Stuart Place Rd Ste C, Harlingen, TX 78552, United States -
Edward Jones - Financial Advisor: Alex Ambriz
● ClosedEdward Jones - Financial Advisor: Alex Ambriz is a reputable finance institution located at 1117 Stuart Place Road in Harlingen, Texas, United States. As a dedicated financial advisor, Alex Ambriz provides personalized and comprehensive financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones - Financial Advisor: Alex Ambriz is committed to helping individuals and families make informed decisions about their investments, retirement planning, and wealth management. Visit their office today to start securing your financial future.
1117 Stuart Place Rd Suite 103, Harlingen, TX 78552, United States -
First Financial Coaching, Inc.
● ClosedFirst Financial Coaching, Inc. is a finance institution located at 1251 Stuart Place Road in Harlingen, Texas, United States. Our experienced team of financial coaches is dedicated to helping individuals and families achieve their financial goals through personalized coaching and guidance. Whether you are looking to create a budget, save for a major purchase, or plan for retirement, our experts are here to provide the support and tools you need to succeed. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
1251 Stuart Place Rd, Harlingen, TX 78552, United States -
David Heffernan - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDavid Heffernan is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1206 East Tyler Avenue in Harlingen, Texas, United States. He 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in areas such as asset management, retirement planning, estate planning, investment management, and more. David Heffernan is dedicated to providing comprehensive financial advice and solutions to individuals, retirees, small business owners, and high net worth clients. Contact him today for all your financial planning needs.
1206 E Tyler Ave, Harlingen, TX 78550, United States -
Bryan Broden Financial Services
● ClosedBryan Broden Financial Services is a reputable finance institution located at 1212 East Harrison Avenue in Harlingen, Texas, United States. With a strong commitment to providing personalized financial solutions, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Bryan Broden Financial Services is here to guide you every step of the way. Trust us to help you secure a stable financial future.
1212 E Harrison Ave # 251, Harlingen, TX 78550, United States -
Edward Jones - Financial Advisor: Carlos E Cuellar
● ClosedEdward Jones - Financial Advisor: Carlos E Cuellar is a reputable financial institution located in Harlingen, Texas. With a focus on providing personalized financial advice and services, Carlos E Cuellar helps clients navigate the complex world of finance to achieve their financial goals. Whether you are planning for retirement, saving for a child's education, or investing for the future, Carlos E Cuellar is dedicated to providing expert guidance and support. Visit us at 1906 East Tyler Avenue to start your journey towards financial success.
1906 E Tyler Ave Suite E2, Harlingen, TX 78550, United States -
Thrivent Financial-Lutherans
● ClosedThrivent Financial-Lutherans is a finance institution located at 1309 East Tyler Avenue, Harlingen, Texas, United States. We believe that everyone deserves a financial plan they can be confident about, which is why we offer resources and match you with the right financial advisor based on your top financial concerns. Our free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. We take the time to understand your unique situation and goals, then identify strategies and solutions to help you achieve those goals. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate life's challenges and opportunities.
1309 E Tyler Ave Ste B, Harlingen, TX 78550, United States -
Elizondo Financial Services Inc
● OpenElizondo Financial Services Inc is a reputable finance institution located at 1221 East Harrison Avenue in Harlingen, Texas, United States. With a strong commitment to providing top-notch financial services, their team of experts offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or financial planning, Elizondo Financial Services Inc is dedicated to providing personalized and professional services to meet your needs. Trust in their expertise and experience to help you navigate the complexities of the financial world and secure a brighter financial future.
1221 E Harrison Ave, Harlingen, TX 78550, United States -
Western & Southern Life Insurance Company
● ClosedWestern & Southern Life Insurance Company, located at 1906 East Tyler Avenue in Harlingen, Texas, is a trusted insurance agency offering a range of products to help you plan for your financial future. Whether you are looking for life insurance, retirement planning, or investment options, our team is here to provide personalized guidance and solutions tailored to your specific needs. Explore our financial tools, educational articles, and interactive calculators to feel more confident about your personal finances. From evaluating your financial goals to managing your family's finances, we can help you achieve your dreams at every life stage.
1906 E Tyler Ave Suite E 1, Harlingen, TX 78550, United States -
Western Finance
● ClosedWestern Finance is a versatile institution located at 522 South 77 Sunshine Strip in Harlingen, Texas, United States. Offering a range of services including accounting, electronics, finance, general contracting, home goods, and retail, Western Finance is a one-stop shop for all your financial and household needs. With a dedicated team of experts, Western Finance is committed to providing top-notch service and quality products to its customers. Visit us today and experience the convenience and excellence that Western Finance has to offer.
522 S 77 Sunshine Strip Ste A, Harlingen, TX 78550, United States -
STMS Income Tax
● ClosedSTMS Income Tax is a reputable accounting and finance institution located at 2004 West Jefferson Avenue in Harlingen, Texas, United States. With a team of experienced professionals, they provide expert income tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, STMS Income Tax is dedicated to helping you navigate the complexities of the tax system and maximize your returns. Trustworthy, reliable, and efficient, this institution is committed to providing top-notch financial services to meet your needs.
2004 W Jefferson Ave Suite 6, Harlingen, TX 78550, United States -
Mariner Finance
● ClosedMariner Finance is a reputable finance institution located at 902 Dixieland Road in Harlingen, Texas, United States. With a focus on providing personalized financial solutions to individuals and businesses, Mariner Finance offers a wide range of services including personal loans, debt consolidation, and home improvement loans. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and navigate through various financial challenges. Whether you are looking to consolidate debt or fund a major purchase, Mariner Finance is committed to providing reliable and efficient financial solutions tailored to your specific needs. Visit their Harlingen location today to learn more about how Mariner Finance can help you achieve financial success.
902 Dixieland Rd Suite 102, Harlingen, TX 78552, United States -
Frost Bank
● ClosedFrost Bank is a reputable financial institution located at 1514 West Tyler Avenue in Harlingen, Texas. As a full-service bank, Frost Bank offers a wide range of financial products and services to meet the needs of individuals and businesses. Whether you're looking for a convenient ATM location or seeking assistance with your personal or business finances, Frost Bank is dedicated to providing excellent customer service and helping you achieve your financial goals. Visit Frost Bank today to experience the difference in banking.
1514 W Tyler Ave, Harlingen, TX 78550, United States -
PlainsCapital Bank
● ClosedPlainsCapital Bank is a trusted financial institution located at 1010 South Expressway 83 in Harlingen, Texas. As a full-service bank, PlainsCapital offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Whether you need to deposit funds, withdraw cash, or speak with a financial advisor, PlainsCapital Bank is here to help. With convenient ATM locations and a commitment to excellent customer service, PlainsCapital Bank is dedicated to helping you achieve your financial goals.
1010 S Expressway 83, Harlingen, TX 78550, United States -
Jose A Garcia, Jr, CPA
● ClosedJose A Garcia, Jr, CPA is a renowned accounting and finance institution located at 135 South 8th Street in Donna, Texas, United States. This institution offers a wide range of services, including updates on tax laws, assistance with business strategies, and IT security concerns. They specialize in helping clients across the Rio Grande Valley, from Brownsville to Harlingen, to McAllen, Mission, and Edinburg. With a team of certified public accountants and strategic business advisors, Jose A Garcia, Jr, CPA is dedicated to helping clients identify, mitigate, and implement solutions for their financial needs. Whether you are looking to start a business or need help with financial planning, this institution is the go-to for all your accounting and finance needs.
135 S 8th St, Donna, TX 78537, United States -
Easy Solutions Credit Repair | Mortgage | Builder | Insurance
● ClosedEasy Solutions Credit Repair | Mortgage | Builder | Insurance is a finance institution located at 2222 South Expressway 83, Harlingen, Texas, United States. Our dedicated team of professionals is ready to assist you in reaching your financial goals. We offer a variety of services including credit repair, mortgage assistance, builder services, and insurance options. With the most effective credit repair strategies and technology, we are able to clean your credit report and boost your credit scores. Our experts use consumer laws to challenge errors and inaccuracies with all 3 credit bureaus and creditors, resulting in the successful removal of millions of dollars of inaccurate debt and erroneous credit report items.
2222 S Expressway 83 #514, Harlingen, TX 78552, United States -
Ronald L Shimotsu CPA PLLC
● ClosedRonald L Shimotsu CPA PLLC is a reputable accounting and finance institution located at 1716 South Ed Carey Drive in Harlingen, Texas, United States. With years of experience and expertise in the field, they offer a wide range of professional services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping, their team of certified public accountants is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trust Ronald L Shimotsu CPA PLLC to help you navigate the complex world of accounting and finance with confidence and peace of mind.
1716 S Ed Carey Dr, Harlingen, TX 78550, United States -
Brio Business & Tax Services
● OpenBrio Business & Tax Services, located at 23067 Royal Palm Circle in Harlingen, Texas, is a trusted institution specializing in accounting and finance. Our team believes in achieving a harmonious balance between work and life, emphasizing the importance of not only making a living but also creating a fulfilling life. With years of experience and extensive industry research, our bookkeeper, who holds a Masters Degree in Accounting and is a Certified Quickbooks ProAdvisor, is dedicated to maintaining organization and accuracy in all financial information. Visit our Business Tools page for access to essential tools such as a payroll calculator, amortization schedule, and employee forms. Trust Brio Business & Tax Services for all your financial needs.
23067 Royal Palm Cir, Harlingen, TX 78552, United States -
Liberty Tax Service
● ClosedLiberty Tax Service is a trusted institution located at 918 North 77 Sunshine Strip in Harlingen, Texas. Specializing in accounting and finance services, Liberty Tax Service offers expert tax preparation and financial assistance to individuals and businesses in the area. With a team of knowledgeable professionals, clients can expect personalized attention and top-notch service to help them navigate the complexities of tax laws and financial planning. Whether you need assistance with tax filing, bookkeeping, or financial consulting, Liberty Tax Service is dedicated to providing reliable and efficient solutions to meet your needs.
918 N 77 Sunshine Strip #1, Harlingen, TX 78550, United States -
Little IV John M
● OpenLittle IV John M is a finance institution located at 1407 Stuart Place Road in Harlingen, Texas. We specialize in providing a range of financial services to our clients, including investment management, financial planning, and wealth management. Our experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized and strategic financial solutions. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Little IV John M is here to help. Visit us today to learn more about how we can assist you in reaching your financial objectives.
1407 Stuart Place Rd suite c, Harlingen, TX 78552, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 520 West Tyler Avenue in Harlingen, Texas, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. Our services are perfect for busy lives - simply drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros at this location are fluent in Spanish and ready to assist Spanish-speaking clients. A Refund Advance loan allows you to get money before your tax refund arrives, as the IRS can sometimes take weeks to send it. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, to January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, to February 11, 2024.
520 W Tyler Ave, Harlingen, TX 78550, United States -
Jeffrey Cartledge - Thrivent
● ClosedJeffrey Cartledge - Thrivent is a finance institution located at 221 East Van Buren Avenue in Harlingen, Texas, United States. The institution is licensed in multiple states including AK, AR, IL, KS, MN, NC, NE, NM, OH, OK, and TX. Licensing information can be found on the National Association of Insurance Commissioners website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are encouraged to consult with their own attorney or tax professional. Thrivent offers financial planning services through its Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee.
221 E Van Buren Ave Ste 7, Harlingen, TX 78550, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service located at 813 North 77 Sunshine Strip in Harlingen, Texas, is a finance institution dedicated to helping you get your biggest tax refund. While tax advance loans are no longer available this year, our Tax Pros are here to assist you with all your tax needs. Whether you prefer in-person tax preparation, drop-off services, or assistance with IRS letters, we have you covered. Our Tax Pros are fluent in both English and Spanish, ensuring that all clients receive top-notch service. Book an appointment online or simply walk in to our office to speak with a Tax Pro today. Trust Jackson Hewitt Tax Service for all your tax preparation needs, because when every dollar matters, it matters who does your taxes™.
813 N 77 Sunshine Strip, Harlingen, TX 78550, United States -
Jeffrey Cartledge - Thrivent
● ClosedLocated at 2955 Dawn Drive in Georgetown, Texas, Jeffrey Cartledge - Thrivent is a finance institution offering a range of insurance, securities, and investment advisory services. With licensing in multiple states including AK, AR, CA, IL, KS, MN, NC, NE, NM, OH, OK, and TX, the institution also has a branch at 221 East Van Buren Avenue in Harlingen, TX. Thrivent and its financial professionals focus on providing advice and guidance through their Financial Planning Framework, with options for further planning engagement through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Clients can consult with appropriately appointed and licensed financial advisors for personalized financial planning and investment strategies. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.
2955 Dawn Dr Ste 103, Georgetown, TX 78628, United States
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