Estate planning strategies in Texas

Richard Gagne and Associates is a reputable finance institution located at 6755 Phelan Boulevard in Beaumont, Texas, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Richard Gagne and Associates is dedicated to providing personalized and comprehensive financial solutions. Trustworthy and reliable, they are committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Wathen, DeShong & Juncker, LLP (WDJ) is a full-service accounting firm located at 4140 Gladys Avenue, Beaumont, Texas, United States. Since 1968, WDJ has been dedicated to serving the needs of individuals and businesses in Southeast Texas. WDJ offers a wide range of services including accounting, audits, consulting, payroll, tax planning and preparation, and more. The firm employs a professional and friendly team approach to ensure accuracy, quality, and client satisfaction. Each engagement is overseen by a Partner or Manager, with team assignments ensuring that clients receive maximum value from staff expertise.

Jonathan Wyman, CPA, LLC is a reputable accounting and finance institution located at 3645 Calder Avenue in Beaumont, Texas, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Jonathan Wyman, CPA, LLC for accurate and reliable financial advice to help them achieve their goals.

Merrill Lynch Financial Advisor Scott D Jones, located at 7675 Folsom Drive, Beaumont, Texas, United States, is a finance institution that prides itself on providing exemplary client service. With recognition from financial industry publications and Bank of America Corporation, our team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. The Registered Senior Wealth Management Client Associate at Merrill Lynch Wealth Management focuses on what matters most to you - family, goals, and priorities. Founded in 2001, The Hebert/Jones Team brings 120 years of combined financial services experience to the table. With a commitment to education and staying abreast of new trends, our team members hold certifications such as CERTIFIED FINANCIAL PLANNER, CFP, and Chartered Retirement Planning Counselor, CRPC. We offer a range of services including retirement and estate planning, risk management, and cash flow strategies to assist clients in growing, preserving, and distributing their wealth wisely.

The Dickerson Group-Wealth Advisors is a leading financial institution located at 4055 Dowlen Road in Beaumont, Texas, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or seeking guidance on estate planning, our experts are here to provide tailored solutions to meet your needs. Trust The Dickerson Group-Wealth Advisors to help you navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.

Merrill Lynch Wealth Management, located at 7675 Folsom Drive in Beaumont, Texas, is a finance institution that offers personalized wealth planning services. The experienced advisors at this branch work with individuals, families, business owners, executives, and institutions to navigate both rising and turbulent markets. They provide financial strategies based on years of combined knowledge and expertise in wealth management. Beyond wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. They collaborate with clients and their outside professionals, such as accountants and tax attorneys, to create personalized financial strategies that align with long-term objectives.

Merrill Lynch Financial Advisor Shannon T Soileau is a finance institution located at 7675 Folsom Drive, Beaumont, Texas, United States. Shannon has been in the financial services industry since 1995 and joined Merrill Lynch Wealth Management in 2011. He focuses on clients' goals and concerns, offering a goals-based wealth management process, global resources, and up-to-the-moment Web technology to help clients pursue their financial lifestyle. Shannon is a problem solver who simplifies high net worth clients' financial lives by offering services such as estate planning, investments, wealth transfer, and retirement income strategies. He believes in paying close attention to both sides of a client's balance sheet and offers access to a Bank of America Wealth Management Lending Officer for home financing solutions. Shannon holds a Bachelor's Degree in Business Administration from McNeese State University with a major in Accounting and maintains his CPA license. He is dedicated to helping clients optimize their resources to achieve their financial goals. The institution offers personalized financial planning, investment strategies, and access to comprehensive financial solutions through Merrill Lynch and Bank of America. Shannon and his team are committed to building strong client relationships based on trust and personalized service.

Alvarez Finette J is a health institution located at 811 South Washington Avenue in Marshall, Texas, United States. They offer a wide range of medical services and treatments to cater to the healthcare needs of the community. With a team of experienced healthcare professionals, Alvarez Finette J is dedicated to providing high-quality care and personalized treatment plans to ensure the well-being of their patients. Whether you are in need of routine check-ups, specialized medical care, or emergency services, Alvarez Finette J is committed to serving you with compassion and expertise.

Edward Jones - Financial Advisor: Stoney Thomas, CEPA®|AAMS™ is a reputable finance institution located at 1103 South Washington Avenue in Marshall, Texas, United States. As a Certified Exit Planning Advisor (CEPA) and Accredited Asset Management Specialist (AAMS), Stoney Thomas offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on comprehensive financial planning and wealth management, Edward Jones is dedicated to providing top-notch services to its clients in the Marshall area.

Edward Jones - Financial Advisor: Aurelio Ortiz is a trusted financial institution located at 204 South Wellington Street in Marshall, Texas. As a dedicated financial advisor, Aurelio Ortiz provides personalized investment and wealth management 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 tailored to each client's unique needs. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Aurelio Ortiz is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Mick Leach, AAMS™ is a trusted financial institution located at 524 Sabine Street in Hemphill, Texas. As a seasoned financial advisor with the Accredited Asset Management Specialist™ designation, Mick Leach is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or create a comprehensive financial strategy, Mick Leach and his team are committed to providing personalized and tailored financial solutions to meet your needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Mick Leach, AAMS™ is your go-to destination for all your financial needs in Hemphill, Texas.

Kelly Shanks is a Financial Advisor at Ameriprise Financial Services, LLC located at 5925 Phelan Boulevard in Beaumont, Texas, United States. Kelly holds multiple 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®. Kelly provides comprehensive financial planning services to individuals and small business owners, specializing in asset management, retirement planning, estate planning, and investment strategies. Kelly is dedicated to upholding a high standard of ethics and professionalism in all aspects of financial advising.

Joshua Cavett - Raymond James is a reputable finance institution located at 2925 Toccoa Road in Beaumont, Texas, United States. Specializing in investment management, financial planning, and wealth management services, this institution is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, Joshua Cavett - Raymond James provides personalized financial solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution offers expert guidance and support to help you make informed financial decisions.

Merrill Lynch Financial Advisor Joan L Hebert is a finance institution located at 7675 Folsom Drive, Beaumont, Texas, United States. The institution is supported by the global resources of Merrill and is comprised of a talented and experienced team dedicated to building strong client relationships based on trust and personalized service. The team, known as The Hebert/Jones Team, has a combined 120 years of financial services experience and offers personalized wealth management strategies to help clients integrate various aspects of their financial lives. With a commitment to education and staying abreast of industry trends, the team holds certifications such as CERTIFIED FINANCIAL PLANNER, CFP and Chartered Retirement Planning Counselor, CRPC. The institution offers a range of services including retirement and estate planning, risk management, and cash flow management strategies. They take pride in assisting friends and neighbors in Southeast Texas with their financial needs and are dedicated to providing clients with an outstanding wealth management experience. The team takes the time to understand clients' priorities and create customized strategies tailored to their objectives, risk tolerance, and time horizon.

Edward Jones - Financial Advisor: Zane M Hoffpauir is a reputable finance institution located at 4347 Phelan Boulevard in Beaumont, Texas, United States. As a financial advisor, Zane M Hoffpauir provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Edward Jones - Financial Advisor: Zane M Hoffpauir is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Nicole Stahl, Bankers Life Agent and Bankers Life Securities Financial Representative in Beaumont, Texas, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a 2024 Top Women Financial Advisor at Bankers Life, Nicole is dedicated to helping clients find the right Medicare Advantage plan to suit their needs. With Medicare Advantage, clients can enjoy comprehensive coverage, including prescription drug benefits, and some plans even offer $0 monthly premiums. Planning for long-term care is essential in today's world, and Nicole is here to guide you through the process and help you make informed decisions for your future. Visit our office at 350 Pine Street to start planning for your financial security today.

The Neches River Wealth Management Group - UBS Financial Services Inc. is a premier financial institution located at 3450 Dowlen Road in Beaumont, Texas. As a part of UBS Financial Services Inc., our team of experienced professionals is dedicated to providing comprehensive wealth management services to our clients. Whether you are looking for investment advice, retirement planning, or estate planning, we are here to help you achieve your financial goals. With a focus on personalized service and a commitment to excellence, The Neches River Wealth Management Group is the trusted partner you need for all your financial needs.

The Heare Wealth Management Group - UBS Financial Services Inc. is a leading financial institution located at 3450 Dowlen Road in Beaumont, Texas, United States. Specializing in wealth management, our team of experienced professionals provides personalized financial planning and investment strategies to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we are committed to delivering exceptional service and expertise to our clients. Whether you are planning for retirement, saving for education, or growing your wealth, The Heare Wealth Management Group - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Wendy Nobles, CFP, CRPC - UBS Financial Services Inc. is a reputable finance institution located at 3450 Dowlen Road in Beaumont, Texas, United States. Specializing in financial planning and wealth management, Wendy Nobles and her team provide personalized services to help clients achieve their financial goals. With a focus on comprehensive financial strategies, they offer expertise in investments, retirement planning, estate planning, and more. Trustworthy and experienced, Wendy Nobles, CFP, CRPC - UBS Financial Services Inc. is dedicated to helping clients secure their financial future.

Knuckols Duvall Hallum & Co is a reputable accounting and finance institution located at 204 South Wellington Street in Marshall, Texas, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Knuckols Duvall Hallum & Co is dedicated to helping their clients achieve their financial goals. Visit them today for expert advice and personalized financial solutions.

Elliott Mark K is a prestigious law firm located at 625 Sam Houston Street in New Boston, Texas, United States. Our team of highly skilled lawyers at Langdon Davis is dedicated to providing top-quality legal representation in a wide range of practice areas. We are proud to have been recognized by Super Lawyers®, a prestigious peer review attorney rating service, for our exceptional ethical conduct and professional competence. Attorney Brent Langdon, a member of the Million Dollar Advocates Forum and a Board Certified Family Law Specialist, leads our team of experienced litigators. With over twenty five years of experience, Mr. Langdon and his partner Kyle Davis are well-respected in the Texas and Arkansas court systems. Our attorneys are active members of various professional organizations and are committed to serving the residents of Texarkana, New Boston, and surrounding communities.

Bruce A. Condit, Attorney at Law is a reputable legal institution located at 4080 Summerhill Road in Texarkana, Texas, United States. With years of experience in the legal field, Bruce A. Condit specializes in providing expert legal advice and representation to clients in various areas of law. Whether you are facing a criminal charge, going through a divorce, or need assistance with estate planning, Bruce A. Condit is dedicated to helping clients navigate the legal system with confidence and ease. Trust in Bruce A. Condit, Attorney at Law for all your legal needs.

Stroud Financial LLC is a reputable finance institution located at 4520 Summerhill Road in Texarkana, Texas, United States. Our team of experienced professionals offers a wide range of financial services to meet the needs of our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Trust in Stroud Financial LLC for all your financial needs.

Stringer Wealth Management is a leading finance institution located at 1620 North Kings Highway in Nash, Texas, United States. As an affiliate of LPL Financial, they offer a wide range of wealth management services to help individuals and families achieve their financial goals. With a team of experienced financial advisors, Stringer Wealth Management provides personalized and comprehensive financial planning, investment management, retirement planning, and more. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in financial success.

Cobb Financial Services is a leading finance institution located at 1919 Moores Lane in Texarkana, Texas, United States. With a strong reputation for providing expert financial advice and services, Cobb Financial Services is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, save for the future, or secure a loan, our team of experienced professionals is here to assist you every step of the way. Trust Cobb Financial Services for all your financial needs.

Brett McClaran- Raymond James is a finance institution located at 3415 Texas Boulevard in Texarkana, Texas, United States. With a focus on providing expert financial advice and services, this institution is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Brett McClaran- Raymond James offers personalized solutions tailored to meet your specific needs. Trust in their experienced team of professionals to guide you towards a secure financial future.

Bayer Financial, LLC is a reputable finance and insurance agency located at 135 South Hickory Street in Muenster, Texas, United States. Our dedicated team of professionals is committed to providing personalized financial solutions and insurance services tailored to meet the unique needs of our clients. With a focus on integrity and customer satisfaction, Bayer Financial, LLC strives to help individuals and businesses achieve their financial goals and protect their assets. Contact us today to learn more about our comprehensive range of financial and insurance products.

New York Life Insurance Company, located at 1002 Pecan Street in Lindsay, Texas, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. With a focus on helping individuals and families prosper, New York Life offers expert guidance on creating investment strategies, estate planning, and insurance solutions for employees, executives, and small business owners. Their diverse and welcoming workplace culture reflects their commitment to making a difference at both local and national levels through charitable giving and community engagement.

Northwestern Mutual is a well-established finance and insurance agency located at 111A North Travis Street in Sherman, Texas, United States. With a strong reputation for providing reliable financial planning and insurance services, Northwestern Mutual is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, the experienced professionals at Northwestern Mutual are committed to providing personalized solutions to meet your needs. Visit their office today to learn more about how they can help secure your financial future.

Reliance Group Texas | Dylan Galyean is an independent insurance agency located at 909 8th Street in Wichita Falls, Texas. With over 20 years of experience serving the residents of Texas, our team is dedicated to helping customers find the best insurance products at the most competitive rates. As a full-service agency, we work with over 40 different insurance companies to ensure that you receive the best coverage options available. Whether you are looking for homeowners insurance to protect your property and belongings, car insurance to safeguard your vehicle and finances, or RV, boat, or motorcycle insurance to cover your assets in case of an accident, we have you covered. Our team will work with you to find the right policy that meets your individual needs and budget.