Executed in Texas

Libertas Financial Advisors is a reputable finance institution located at 9355 John W. Elliott Drive in Frisco, Texas, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. Whether you are looking to build wealth, plan for retirement, or protect your assets, Libertas Financial Advisors is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Credent Wealth Management is a fee-only financial planning institution located in Plano, Texas. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals. We prioritize transparency and integrity in all of our interactions, ensuring that our clients receive unbiased and customized advice to help them navigate their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Credent Wealth Management is here to help. Visit us at our office on Dallas Parkway in Plano or contact us to schedule a consultation today.

Merrill Lynch Financial Advisor Daniel Marcus Kim is a finance institution located at 1 Cowboys Way, Frisco, Texas, United States. Daniel Marcus Kim is dedicated to building strong relationships with clients by providing accessible, knowledgeable, and experienced financial advice. Specializing in helping executives manage concentrated stock positions and navigate important life events such as retirement, inheritance, or business sales, Daniel Marcus Kim offers access to Bank of America Private Bank trust and estate planning services. Collaborating with clients' outside attorneys, accountants, and other professional advisors, he coordinates financial and legacy plans to help clients achieve their goals. At Merrill Lynch Wealth Management, Daniel Marcus Kim focuses on personalized financial planning centered around clients' goals and priorities. Through the Merrill Personal Wealth Analysis™ process, he creates customized plans tailored to each client's unique needs. By utilizing the Investment Personality Assessment, Daniel Marcus Kim gains a deeper understanding of clients' investing preferences to develop a financial approach aligned with their values and aspirations.

Merrill Lynch Wealth Management, located at 286 Grand Avenue in Southlake, Texas, is a reputable finance institution catering to individuals, families, business owners, executives, and institutions in both stable and volatile markets. The experienced advisors at this branch offer personalized financial strategies based on years of wealth management expertise. They go beyond traditional wealth planning advice by providing guidance on retirement income planning, concentrated stock positions, and access to estate planning services through Bank of America. Committed to client service and satisfaction, the advisors at Merrill Lynch Wealth Management prioritize understanding each client's personal and professional goals to create tailored financial strategies. They collaborate with industry analysts and specialists to ensure a comprehensive understanding of each client's financial situation and work towards long-term objectives.

Chris Hartung Consulting is a leading consulting firm located in Arlington, Texas. Our team of experienced consultants offers a wide range of services to help businesses achieve their goals and overcome challenges. From strategic planning to market research and project management, we provide personalized solutions to meet the unique needs of each client. With a focus on innovation and collaboration, we work closely with our clients to drive success and growth. Visit us at 2000 East Lamar Boulevard to learn more about how Chris Hartung Consulting can help your business thrive.

Macrospect is a cutting-edge institution located at 1431 Greenway Drive in Irving, Texas. We are dedicated to providing top-notch education and training in a variety of fields, including technology, business, and healthcare. Our experienced faculty and staff are committed to helping students reach their full potential and achieve their academic and career goals. With state-of-the-art facilities and a comprehensive curriculum, Macrospect is the perfect place to pursue your education and prepare for a successful future. Join us and be a part of our dynamic learning community today!

Courtney Financial - Northwestern Mutual is a finance and insurance agency located at 122 West John Carpenter Freeway in Irving, Texas, United States. They offer a range of financial services including wealth management, retirement planning, investment strategies, and insurance policies. With a dedicated team of financial experts, Courtney Financial - Northwestern Mutual strives to help clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth or protect your assets, they are committed to providing personalized solutions to meet your needs.

Palmer Financial Consulting Group is a finance institution located at 179 South Main Street in Boerne, Texas, United States. Our services are available to residents of select states including AR, AZ, CA, FL, ME, MI, NV, NY, TX, UT, and WA. We offer securities-related services through Wells Fargo Advisors Financial Network, LLC, and insurance products through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that our information is intended for U.S. residents only and may have restrictions depending on client country of residence. Social Media content may not necessarily reflect the views of our firm. By clicking on external links, you will be leaving the Wells Fargo website. Please review the terms and conditions of third-party websites before proceeding.

RWC Consulting Group LLC is a leading consulting firm located in Boerne, Texas. Our team of experienced professionals provides a wide range of strategic consulting services to help businesses achieve their goals and maximize their potential. From business development and marketing strategies to financial planning and operational efficiency, we offer tailored solutions to meet the unique needs of each client. With a commitment to excellence and a track record of success, RWC Consulting Group LLC is the trusted partner you need to take your business to the next level. Visit us at 113 Falls Court, Boerne, Texas to learn more about how we can help you succeed.

VAL3XO LLC is a professional institution located at 17806 Interstate 10 in San Antonio, Texas, United States. We offer a wide range of services to both non-profit organizations and for-profit companies. Our dedicated team is here to support you in navigating through various aspects of your business, providing impartial advice and practical assistance to help you make the most of every opportunity. With a mantra of analyze, identify, advise, execute, we are committed to creating lasting relationships with our clients. Our experienced professionals, analysts, advocates, and strategists bring over 25 years of combined experience in the industry to help you achieve success in your business endeavors. From business operations to financial and compliance reporting, we have the expertise to assist you in reaching your goals.

DB3 Unlimited Services LLC is a reputable institution located at 702 Richland Hills Drive in San Antonio, Texas. We offer a wide range of services to meet the needs of our clients, including but not limited to marketing, consulting, and project management. Our team of experienced professionals is dedicated to providing high-quality and personalized services to help our clients achieve their goals. Contact us today to learn more about how DB3 Unlimited Services LLC can help you succeed.

Major Dan Consulting Group is a leading consulting firm located at 14317 Potranco Road in San Antonio, Texas. Our team of experts offers a wide range of consulting services to help businesses and organizations achieve their goals and overcome challenges. With a focus on innovation, efficiency, and strategic planning, we work closely with our clients to develop customized solutions that drive success. Whether you need assistance with project management, financial analysis, or organizational development, Major Dan Consulting Group has the expertise and experience to deliver results. Contact us today to learn more about how we can help your business thrive.

Lonestar Consulting Group is a business services company located at 8951 Cypress Waters Boulevard in Coppell, Texas. Specializing in accounting and finance, we offer a range of services including tax preparation, payroll management, business valuation, and business formation. Our team of knowledgeable professionals can help you navigate complex tax laws and regulations, ensuring that you maximize your tax benefits while staying compliant. Whether you are looking to sell your business or need assistance with payroll, we are here to support you every step of the way. Our satisfied customers in Coppell, TX have praised our team for their expertise and excellent service. Contact Lonestar Consulting Group for all your tax and financial needs.

Invicta Financial Group is a leading finance institution located at 12 Truss Drive in Boerne, Texas, United States. With a strong reputation for providing expert financial services, Invicta Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment management to financial planning, their team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth or secure your financial future, Invicta Financial Group is committed to providing personalized and strategic financial guidance.

Optimar Consulting is a leading management consulting firm located at 236 Leisure Lane in Coppell, Texas, United States. Our team of experienced consultants specializes in providing strategic advice and innovative solutions to help businesses optimize their operations and achieve their goals. Whether you are looking to improve efficiency, increase profitability, or enhance your competitive advantage, Optimar Consulting is here to help. Contact us today to learn more about how we can support your organization's success.

Advisors Resource Company is a reputable institution located at 878 South Denton Tap Road in Coppell, Texas, United States. We specialize in providing expert advice and resources to individuals and businesses seeking financial guidance. Our team of experienced advisors is dedicated to helping clients navigate complex financial decisions and achieve their goals. Whether you are looking to invest, plan for retirement, or secure your financial future, Advisors Resource Company is here to provide the support and expertise you need. Contact us today to schedule a consultation and take the first step towards a more secure financial future.

Exencial Wealth Advisors, located at 7373 Broadway in San Antonio, Texas, is a finance institution that provides personalized financial advice and execution to clients across the U.S. From customized portfolios to tax and accounting services, we offer a comprehensive approach to managing your finances. Our core philosophy is "Integrated beats fragmented," emphasizing the importance of coordinating investment management with other areas of your financial picture such as planning, taxes, estate, and risk to improve outcomes. Our E3 process - Evaluate, Execute, and Evolve - ensures that we adapt to our clients' changing needs and life situations.

At Merrill Lynch Financial Advisor Keith R Conklin, located at 1803 Broadway in San Antonio, Texas, United States, you can expect personalized financial advice and guidance to help you develop a customized financial strategy. Keith Conklin is dedicated to advising clients on both their personal balance sheet and investment goals, focusing on optimizing debt structure and managing interest expenses. With a Goals Based Wealth Management approach, Keith helps clients navigate financial markets by creating tailored wealth management plans to achieve specific goals such as lifetime income, wealth preservation, and wealth transfer. With 17 years of experience in financial advisory, Keith specializes in working with retirees, pre-retirees, small business owners, physicians, attorneys, and business executives. He is actively involved in community activities and believes in giving back through volunteerism. Keith holds a BA from Union College and an MBA from Tulane University. As a Merrill advisor, Keith takes the time to understand your priorities, risk tolerance, and goals to provide thoughtful advice and guidance to help you achieve financial success. Through the Merrill Personal Wealth Analysis™, he helps build and document a personalized plan centered around your goals. By utilizing the Investment Personality Assessment, Keith can customize a financial approach based on your investing preferences and goals.

Merrill Lynch Financial Advisor Manuel H. von Schulenburg is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. The team at this institution is dedicated to understanding your values and goals in order to help you manage your assets effectively. Manuel H. von Schulenburg, a Senior Vice President, International Wealth Advisor and Portfolio Manager, has extensive experience in the financial services industry and is committed to providing personalized financial management and investment solutions to corporate executives, business owners, and families in the U.S. and Mexico. Manuel and his team believe in the power of education and are actively involved in their local community. They offer personalized financial planning services, including portfolio management and wealth analysis, to help clients achieve their financial goals. By building strong client relationships based on trust and personalized service, they strive to help clients navigate the complexities of the financial markets and plan for their financial future. Get in touch with Merrill Lynch Financial Advisor Manuel H. von Schulenburg to start working towards your financial goals today.

The Evergreen Group is a leading finance institution located at 303 Pearl Parkway in San Antonio, Texas, United States. With a focus on providing innovative financial solutions to individuals and businesses, The Evergreen Group prides itself on its commitment to excellence and customer satisfaction. Whether you are looking for investment opportunities, wealth management services, or assistance with financial planning, The Evergreen Group's team of experienced professionals is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure a prosperous financial future.

NOW CFO is a full-service consulting firm located in San Antonio, Texas, dedicated to meeting your business’ financial service needs. Specializing in accounting and finance, we handle the planning and execution of a wide variety of imperative financial goals from the strategy phase to implementation. With offices throughout the United States, NOW CFO can prepare your organization for the future by implementing proven financial processes and complete financial visibility. Our outsourced accounting services are available on a fractional, part-time, or as-needed basis, allowing you to customize a service package to meet your individual needs and budget. From the first free consultation to ongoing support, NOW CFO is committed to providing complete financial visibility and strong financial processes to help your business succeed and grow. With a focus on professionalism, responsiveness, and expertise, NOW CFO is the top choice for businesses looking for financial consulting services.

Claybourn Frakes is a finance institution located at 1027 Austin Highway in San Antonio, Texas, United States. They specialize in providing information, resources, and strategies for individuals, families, business owners, executives, professionals, and non-profits facing complex wealth management decisions. At Claybourn Frakes, they believe that focus is essential to reaching any goal, and they strive to provide clarity to help clients make informed financial decisions. They understand that assets are a crucial aspect of life, and they take their responsibility seriously.

M5 Business is a dynamic institution located at 319 South Flores Street in the vibrant city of San Antonio, Texas, United States. Our institution is dedicated to providing top-notch business education and training to aspiring entrepreneurs and professionals. With a focus on practical skills and real-world applications, M5 Business equips students with the knowledge and tools they need to succeed in today's competitive business environment. Our experienced faculty and staff are committed to helping students reach their full potential and achieve their career goals. Whether you are looking to start your own business or advance in your current career, M5 Business is the perfect place to gain the skills and knowledge you need to excel. Visit us today and take the first step towards a successful future in business.

Correa Crawford & Associates is a reputable finance institution located at 84 Northeast Interstate 410 Loop in San Antonio, Texas, United States. With a strong focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our experienced professionals are here to assist you every step of the way. Trust Correa Crawford & Associates to provide personalized financial solutions tailored to your specific needs.

Michael Garza & Co. is a Certified Public Accounting partnership firm located at 8415 Speedway Drive in San Antonio, Texas. With over 30 years of experience serving the community, our team of professionals offers a range of accounting, auditing, tax, and consulting services to meet the individual and business needs of our clients. As members of the American Institute of Certified Public Accountants and The Texas Society of Certified Public Accountants, we are committed to providing quality and personalized service to each of our clients. Our hands-on approach allows us to give the attention and care necessary to ensure the success of our clients.

My Consulting Enterprise is a leading consulting firm located at 5317 Randolph Boulevard in San Antonio, Texas. Our team of experienced consultants offers a wide range of services to help businesses achieve their goals and overcome challenges. From strategic planning and market research to process improvement and organizational development, we provide tailored solutions to meet each client's unique needs. With a track record of success and a commitment to excellence, My Consulting Enterprise is the partner you can trust to drive your business forward. Contact us today to learn more about how we can help you succeed.

Olson Wealth Management is a trusted finance institution located at 468 South Seguin Avenue in New Braunfels, Texas, United States. We specialize in providing personalized wealth management services to help individuals and families achieve their financial goals. Our team of experienced professionals offers tailored investment strategies, retirement planning, estate planning, and more to help our clients secure their financial future. With a commitment to excellence and a focus on personalized service, Olson Wealth Management is dedicated to helping our clients build and preserve their wealth.

Apex Partners LLC is a finance institution located at 109 North Post Oak Lane in Houston, Texas, United States. We specialize in helping mid-sized companies secure the capital they need to expand and navigate unexpected challenges. Our experienced team offers expert advice and creative financial solutions to maximize the value of our clients' businesses. We work closely with our clients to identify new opportunities and execute M&A transactions, recapitalizations, and management buyouts. With over $4 billion in closed M&A transactions, our principals have a deep understanding of the debt and equity capital markets.

Empyrean Associates Inc is a leading consulting firm located at 9950 Cypresswood Drive in Houston, Texas. Our team of experienced professionals offers a wide range of services including strategic planning, financial analysis, and project management. We are dedicated to helping our clients achieve their goals and maximize their potential. With a focus on innovation and excellence, Empyrean Associates Inc is committed to providing top-notch solutions for businesses of all sizes. Contact us today to see how we can help your organization thrive.

ActionCOACH SWHG is a premier business coaching institution located at 834 3rd Street in Rosenberg, Texas. Our team of experienced coaches is dedicated to helping small and medium-sized businesses achieve their goals and reach their full potential. With a focus on strategic planning, leadership development, and sales growth, we provide personalized coaching services tailored to each client's unique needs. Whether you are looking to increase profits, improve team performance, or expand your market reach, ActionCOACH SWHG is here to support you every step of the way. Contact us today to learn more about how we can help your business thrive.