Educational consulting in Dallas, Texas
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SCORE
● ClosedSCORE, located at 15301 Spectrum Drive in Addison, Texas, is a finance institution that has been providing free, confidential one-on-one business mentoring to Texas entrepreneurs for over 50 years. As one of the first SCORE chapters in the nation, we have helped thousands of individuals start and grow their businesses. Our organization offers a variety of resources, including mentor programs, webinars, workshops, and classes to assist with business ownership, fundraising, marketing, and financial management. Our experienced instructors use plain English and easy examples to ensure that participants fully understand important business concepts.
15301 Spectrum Dr SUITE #110, Addison, TX 75001, United States -
The South Texas Business Lawyers
● ClosedThe South Texas Business Lawyers, located at 601 Quail Valley Drive in Georgetown, Texas, offer proactive legal solutions for your day-to-day business needs. With a focus on education, advice, and cost-effective strategies, our team is dedicated to helping you navigate the complexities of business law. Whether you are forming a new business, entering into contracts, or facing other legal challenges, our experienced attorney, Matt Duke, is here to empower you and help you strategize for success. Our affordable membership programs make legal counsel accessible for businesses of all sizes and budgets. Join our Free Private Group, "Ask A Texas Business Attorney," to stay proactive and address your legal risks before they become issues. With a range of services including podcasts, blogs, educational programs, and personalized counsel, The South Texas Business Lawyers are committed to your satisfaction.
601 Quail Valley Dr Suite 319, Georgetown, TX 78626, United States -
PeopleFund
● ClosedPeopleFund is a finance institution located at 4300 North Central Expressway in Dallas, Texas. We are dedicated to providing financial assistance to entrepreneurs and small business owners in order to help them achieve their goals and grow their businesses. Our services include loans, financial education, and business consulting to support the success of our clients. With a commitment to empowering individuals and communities through economic opportunity, PeopleFund is a trusted partner for those looking to start or expand their businesses.
4300 N Central Expy #365, Dallas, TX 75206, United States -
Dr. Charles L. Yen
● ClosedDr. Charles L. Yen is a renowned medical oncologist and hematologist located at 27700 Northwest Freeway in Cypress, Texas. He is board certified in Internal Medicine, Medical Oncology, and Hematology, with a special interest in myelodysplastic syndrome and the treatment of various cancers and blood disorders. Dr. Yen earned his medical degree from the University of Texas Medical Branch in Galveston and completed his fellowship at the University of Texas Southwestern Medical School in Dallas. Known for his compassionate care, Dr. Yen is dedicated to providing the best possible treatment for his patients and their families. He works closely with various hospitals in the Houston area, including CHI St. Luke’s, Memorial Hermann, and Houston Methodist.
27700 Northwest Fwy Ste 580, Cypress, TX 77433, United States -
Digital Success
● OpenDigital Success is a leading institution located at 2001 Ross Avenue in Dallas, Texas, United States. With 17 years of experience in healthcare marketing, we specialize in deploying advanced online strategies to drive traffic to your website, convert visitors to patients, and keep you ahead of your competitors. Our expertise extends to various industries, including healthcare, automotive, franchises, and education. We understand the unique marketing needs of each sector and tailor our services to meet your specific requirements.
2001 Ross Ave Suite #700-140, Dallas, TX 75201, United States -
Merrill Lynch Financial Advisor Justin Lemish
● ClosedMerrill Lynch Financial Advisor Justin Lemish is a finance institution located at 4281 Esplanade Place in Flower Mound, Texas, United States. Justin has been a Financial Professional since 2013, specializing in providing a comprehensive approach to wealth management. He listens to clients' goals and objectives to develop a financial strategy tailored to help them reach those goals. With the investment insights of Merrill Lynch Wealth Management and the banking resources of Bank of America, Justin can address every aspect of a client's financial situation. Justin is passionate about helping clients achieve financial security so they can spend time with family, friends, and doing what they love. He also focuses on assisting small and medium businesses in providing employee benefits. Justin holds the Certified Plan Fiduciary Advisor, CPFA designation, and has the insight and experience to help business owners provide retirement strategies for employees by offering access to the firm's fiduciary advisory services.
4281 Esplanade Pl Suite 300, Flower Mound, TX 75028, United States -
Michelle Calabro - RBC Wealth Management Financial Advisor
● ClosedMichelle Calabro is a dedicated financial advisor at RBC Wealth Management located in Dallas, Texas. With a focus on providing personalized financial solutions, Michelle helps clients navigate the complexities of wealth management. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Michelle is committed to helping you achieve your financial goals. Located at 100 Crescent Court, Michelle Calabro - RBC Wealth Management Financial Advisor is a trusted partner in your financial journey.
100 Crescent Ct Suite 1500, Dallas, TX 75201, United States -
Five Rings Financial Texas
● ClosedFive Rings Financial Texas is a finance institution located in Frisco, Texas. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial futures. We offer a wide range of financial services, including retirement planning, investment strategies, and insurance solutions. At Five Rings Financial Texas, we are committed to providing personalized financial guidance and support to help our clients navigate the complexities of the financial world. Visit us at 2591 Dallas Parkway, Frisco, Texas to learn more about how we can help you reach your financial goals.
2591 Dallas Pkwy Ste. 300, Frisco, TX 75034, United States -
Cook Financial Services
● OpenCook Financial Services is a finance institution located at 12655 North Central Expressway in Dallas, Texas. Our website offers a variety of resources, including informative videos and useful calculators. Led by Gary Cook, CFP®, we specialize in helping both corporations and individuals achieve retirement success through our core principles of plan review, design, compliance, education, and service. In addition to retirement planning, Cook Financial Services provides individual and business planning solutions, buy/sell planning, key man insurance, and employee benefits from a range of national carriers and vendors. Our team is dedicated to helping you see the big picture when it comes to financial planning.
12655 N Central Expy #812, Dallas, TX 75251, United States -
Edward Jones - Financial Advisor: Michael A Goethals, AAMS™
● ClosedEdward Jones - Financial Advisor: Michael A Goethals, AAMS™ is a reputable financial institution located at 5934 Royal Lane in Dallas, Texas, United States. As a trusted advisor, Michael A Goethals, AAMS™ provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services including retirement planning, investment management, and wealth preservation. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Michael A Goethals, AAMS™ and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
5934 Royal Ln # 218, Dallas, TX 75230, United States -
Brennan Wealth Advisors
● ClosedBrennan Wealth Advisors is a leading finance institution located at 3201 Dallas Parkway in Frisco, Texas. Our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or investing for the future, we are here to provide expert guidance and support every step of the way. At Brennan Wealth Advisors, we are dedicated to helping our clients build and preserve their wealth for generations to come.
3201 Dallas Pkwy #710, Frisco, TX 75034, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 5001 Spring Valley Road in Dallas, Texas, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert guidance. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our advisors are here to provide you with the tools and resources you need to succeed. Trust Morgan Stanley Financial Advisors to help you build a secure financial future.
5001 Spring Valley Rd Ste 900W, Dallas, TX 75244, United States -
HUB International
● ClosedHUB International is a finance institution located at 9731 Wortham Boulevard in Houston, Texas, United States. Specializing in Retirement/Wealth Management, HUB International offers a range of services including institutional investment consulting, participant services, executive benefits, financial planning, and private wealth management. In March 2019, HUB International acquired Peak Financial Group, LLC, expanding its client services across the State of Texas and beyond. The institution's national team of Retirement and Private Wealth Advisors, Relationship Managers, Investment Analysts, and Home Office Support Staff work together to manage fiduciary risk, analyze investment options, and provide streamlined service solutions for plan sponsors and their employees.
9731 Wortham Blvd Suite 105, Houston, TX 77065, United States -
ABL Solutions
● OpenABL Solutions is a general contractor and handyman company located at 1301 East Debbie Lane in Mansfield, Texas, United States. At ABL Solutions, we pride ourselves on serving our clients with a spirit of excellence. With over 24 years of construction and maintenance experience on staff, we provide quality service at comparable rates. We specialize in residential and commercial remodeling, maintenance, and repair. Our services include flooring, tiling, roofing, plumbing, electrical, HVAC, framing, custom cabinetry, landscaping, and more. We also offer homeowner maintenance education and handyman services.
1301 E Debbie Ln Ste 102, Mansfield, TX 76063, United States -
WealthCreate
● ClosedWealthCreate is a finance institution located at 440 Louisiana Street, Houston, Texas, United States. We specialize in helping families maximize grants and scholarships for college-bound students. Our Free College Planning Workshop provides valuable information on important deadlines and how to choose the right school to receive the best financial aid package. At WealthCreate, we believe in creating a better world through strong values and excellence. We are dedicated to changing lives through small actions and are proud to have locations in various cities including Dallas, San Antonio, Chicago, and Minneapolis.
440 Louisiana St #900, Houston, TX 77002, United States -
Dance at Legacy
● ClosedDance at Legacy is a premier dance school located at 7250 Dallas Parkway in Plano, Texas, United States. Founded by Zyriab from NYC, our institution offers a wide range of dance classes for various occasions including Wedding Dances, Sweet Sixteen, and more. Our experienced instructor teaches a variety of dance styles such as Country Two Step, Argentine Tango, Flamenco, Salsa, Bachata, and many more. At Dance at Legacy, there is no partner requirement, and singles are welcome to join our classes. Starting with a private Introductory Consultation Lesson is a great way to begin your dance journey. You can also purchase gift cards for your friends and family or for your future use, starting at $120.
7250 Dallas Pkwy, Plano, TX 75024, United States -
Shane Hackney - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedShane Hackney - Financial Advisor at Ameriprise Financial Services, LLC, located at 6860 Dallas Parkway, Plano, Texas, United States, offers personalized financial planning services tailored to individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Shane provides investment recommendations and portfolio management to help clients track their progress towards financial goals. Clients have access to their investments and accounts from any device, ensuring secure communication and updates. Shane Hackney is registered with FINRA and offers complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial Services, LLC is a registered investment adviser and securities are offered through the firm, with a focus on providing a more confident financial future for clients. Please refer to FINRA's BrokerCheck website for information on states where securities business can be conducted. Contact Shane Hackney for more information on achieving financial goals and securing a stable financial future.
6860 Dallas Pkwy Ste 500, Plano, TX 75024, United States -
Michael Witt - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael Witt is a financial advisor at Ameriprise Financial Services, LLC, located at 6860 Dallas Parkway in Plano, Texas, United States. With a focus on individual goals and risk tolerance, Michael provides investment recommendations and portfolio management to help clients achieve their financial objectives. Regular meetings and progress reviews ensure that strategies are adjusted as life circumstances change. Clients have access to their investments and accounts at any time, from any device, for secure tracking of their progress. To learn more about how Michael can assist with retirement planning, education funding, major purchases, and more, schedule a complimentary initial consultation. Investment products are not FDIC insured and involve risks, while advisory services are provided by Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, a member of FINRA and SIPC. Please refer to FINRA's BrokerCheck website for a list of states where Michael is registered to conduct securities business. Reach out to discuss your financial goals today.
6860 Dallas Pkwy Ste 500, Plano, TX 75024, United States -
Heritage Financial Planning
● ClosedHeritage Financial Planning is a leading finance institution located at 10440 North Central Expressway in Dallas, Texas. Our team of experienced financial planners are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, Heritage Financial Planning is here to provide expert guidance and personalized financial solutions. Contact us today to schedule a consultation and take the first step towards a more secure financial future.
10440 N Central Expy Suite 1540, Dallas, TX 75231, United States -
Bill Swisher - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBill Swisher - Financial Advisor at Ameriprise Financial Services, LLC, located at 5960 Berkshire Lane in Dallas, Texas, is a recipient of the Ameriprise Client Experience Award. With a focus on financial wellness for the whole family, we specialize in crafting personalized financial strategies that cater to the unique goals of each generation. Our approach involves engaging in meaningful conversations about financial priorities, whether it be planning for education, retirement, or personal investments. We emphasize financial literacy across generations, empowering each family member to make informed decisions for their future. Our goal is to provide a tailored, multi-generational financial planning experience to help clients achieve a more confident financial future.
5960 Berkshire Ln Ste 1200, Dallas, TX 75225, United States -
Steven Kalmus - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSteven Kalmus is a Financial Advisor at Ameriprise Financial Services, LLC located at 1601 Elm Street in Dallas, Texas, United States. Steven holds various certifications including 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, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Steven's expertise in areas such as asset management, retirement planning, estate planning, investment fiduciary practices, and financial planning for individuals and small business owners. With a commitment to ethical standards and ongoing education, Steven provides comprehensive financial advice and services to his clients.
1601 Elm St Ste 4350, Dallas, TX 75201, United States -
Edward Jones - Financial Advisor: Jason R Edwards, CFP®
● ClosedEdward Jones - Financial Advisor: Jason R Edwards, CFP® is a reputable finance institution located at 7800 Dallas Parkway in Plano, Texas, United States. Specializing in providing personalized financial planning and investment services, Jason R Edwards, a Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. With a commitment to building long-term relationships based on trust and integrity, this institution strives to provide top-notch financial services tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Jason R Edwards, CFP® is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
7800 Dallas Pkwy #120, Plano, TX 75024, United States -
Christopher Jordan - Regions Financial Advisor
● ClosedChristopher Jordan - Regions Financial Advisor is a trusted institution located at 1425 North Dallas Avenue in Lancaster, Texas, United States. As a Financial Advisor with Regions Investment Solutions, Christopher Jordan offers personalized solutions for immediate financial needs as well as long-term financial goals. With a focus on developing comprehensive strategies, Christopher Jordan aims to make the journey towards financial success as easy as possible for clients. Regions Wealth Management, a business unit of Regions Bank, provides trust and investment management services, while investment advisory services are offered through Regions Investment Management, Inc. (RIM). RIM is a Registered Investment Adviser and a wholly owned subsidiary of Regions Bank, which is a wholly owned subsidiary of Regions Financial Corporation.
1425 N Dallas Ave, Lancaster, TX 75134, United States -
John Ramzy - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJohn Ramzy is a Financial Advisor at Ameriprise Financial Services, LLC located at 5960 Berkshire Lane in Dallas, Texas, United States. He holds various certifications including 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®, CERTIFIED FINANCIAL PLANNER™, 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®. These certifications demonstrate his expertise in asset management, investment strategies, retirement planning, estate planning, and more. John Ramzy is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. His commitment to ethical practices and continuing education ensures that he can offer the best advice and strategies to help clients achieve their financial goals.
5960 Berkshire Ln Ste 1200, Dallas, TX 75225, United States -
Aubrey L Nestman - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAubrey L Nestman, a Financial Advisor at Ameriprise Financial Services, LLC, located at 5960 Berkshire Lane, Dallas, Texas, offers a wide range of financial services to individuals. Aubrey holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethical practices and continuous education, Aubrey provides personalized financial advice to help clients meet their financial goals. Whether you are planning for retirement, managing wealth, or navigating complex financial situations, Aubrey is dedicated to providing comprehensive and tailored solutions to meet your needs. Contact Aubrey L Nestman today for expert financial guidance and support.
5960 Berkshire Ln Ste 1200, Dallas, TX 75225, United States -
Tim Bowrey - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTim Bowrey is a Financial Advisor at Ameriprise Financial Services, LLC, located at 5960 Berkshire Lane in Dallas, Texas, United States. Tim holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Tim's expertise in asset management, retirement planning, estate planning, investment strategies, and risk management. Tim also specializes in working with domestic partners, seniors, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Tim is dedicated to providing comprehensive financial advice to help clients achieve their financial goals.
5960 Berkshire Ln Ste 1200, Dallas, TX 75225, United States -
Aaron Hunter - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAaron Hunter - Financial Advisor at Ameriprise Financial Services, LLC is located at 6860 Dallas Parkway in Plano, Texas, United States. As a finance institution, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We prioritize what matters most to you, whether it's planning for retirement, education, or a major purchase like a second home. Our services include documenting your goals, regular progress reviews, and adjusting your approach as life changes. You can easily access your investments and accounts from any device, track your progress, and securely share information with us. If you have questions or would like to schedule a complimentary initial consultation, please get in touch.
6860 Dallas Pkwy Ste 500, Plano, TX 75024, United States -
Peter Chung - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPeter Chung - Financial Advisor at Ameriprise Financial Services, LLC, located at 6860 Dallas Parkway, Plano, Texas, United States, specializes in providing personalized financial planning services tailored to individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Peter offers investment recommendations, asset allocation strategies, and portfolio analysis to help clients track their progress towards financial objectives. Clients can access their accounts and monitor their investments securely from any device. Schedule a complimentary initial consultation to learn more about how Peter can help you achieve a more confident financial future. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information on Peter Chung's registration states. Let's meet to discuss your financial goals today.
6860 Dallas Pkwy Ste 500, Plano, TX 75024, United States -
Texas Best Credit Repair
● ClosedTexas Best Credit Repair is a finance institution located in Austin, Texas, United States. With a focus on providing honest and fast credit repair services, our team of experts is dedicated to delivering results through fair credit reporting practices and compliant credit dispute letters. Our president, Sam Naquin, leads a team of certified credit experts with over 30 years of combined experience in mortgage and real estate. Our personalized credit repair program is designed to help clients re-establish a healthy credit profile and increase their credit worthiness. Since 2012, Texas Best Credit Repair has been committed to providing ethical, aggressive, and legally compliant credit repair services. Our unique hands-on approach sets us apart from standard credit repair companies, offering clients personalized coaching and expert guidance from Sam Naquin himself. We utilize F.C.R.A. compliant legal credit dispute letters and provide real-time video credit coaching to empower clients in making informed credit decisions.
9300 S I-35 Frontage Rd, Austin, TX 78748, United States -
The Fountainhead: College Admissions Advising
● ClosedThe Fountainhead: College Admissions Advising is a premier institution located at 4753 Old Bent Tree Lane in Dallas, Texas, United States. Our dedicated team of experts specializes in providing personalized guidance and support to students seeking to navigate the complex college admissions process. With a focus on health and university admissions, we offer comprehensive services to help students achieve their academic and career goals. Our proven track record of success sets us apart as a trusted resource for students looking to gain admission to top universities and programs. Visit us today to start planning for your future success!
4753 Old Bent Tree Ln, Dallas, TX 75287, United States
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