Expert asset allocation in Texas
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The Investment Center
● ClosedThe Investment Center is a leading financial institution located at 150 Cable Ranch Road in San Antonio, Texas. As a trusted name in the finance industry, we offer a wide range of investment services to help individuals and businesses achieve their financial goals. Our team of experienced professionals provides expert guidance and personalized solutions to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Investment Center is here to help you every step of the way. Visit us today to learn more about our services and how we can help you build a solid financial foundation.
150 Cable Ranch Rd Suite 200, San Antonio, TX 78245, United States -
Jeff Davis - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJeff Davis - Financial Advisor at Ameriprise Financial Services, LLC, located at 6860 Dallas Parkway in Plano, Texas, is a trusted finance institution dedicated to helping clients achieve their financial goals. Jeff provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track success. Clients can easily access their investments and accounts from any device, securely sharing information with Jeff. To learn more or schedule a complimentary initial consultation, visit the website for background and qualification information. Jeff Davis is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The institution prioritizes client relationships and values referrals from satisfied clients. Get in touch to start discussing your financial priorities and take steps towards a secure financial future with Ameriprise Financial Services, LLC.
6860 Dallas Pkwy #500, Plano, TX 75024, 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 -
Robert Cordiak - RBC Wealth Management Financial Advisor
● ClosedRobert Cordiak - RBC Wealth Management Financial Advisor is a leading financial institution located at 100 Crescent Court in Dallas, Texas, United States. As a trusted financial advisor, Robert Cordiak provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Robert Cordiak offers a comprehensive range of financial solutions tailored to meet the unique needs of each individual or business. Whether you are looking to invest, plan for retirement, or protect your assets, Robert Cordiak and his team are dedicated to providing expert guidance and support every step of the way.
100 Crescent Ct Suite 1500, Dallas, TX 75201, United States -
Visionary Wealth Partners
● ClosedVisionary Wealth Partners is a finance and insurance agency located at 7550 Interstate 10 in San Antonio, Texas. Our firm specializes in crafting personalized wealth management strategies that prioritize financial growth, equitable distribution, and comprehensive retirement planning. We are dedicated to delivering unparalleled client experiences, catering to the unique needs of individuals, families, and foundations who share our vision for optimizing wealth for current and future generations. At Visionary Wealth Partners, we begin each new client relationship with a conversation to gain a comprehensive understanding of your objectives, risk tolerance, financial landscape, time horizon, and values. Our advisors then craft a holistic wealth management plan tailored to your specific needs, recognizing the uniqueness of each client's situation and ensuring that every plan is a customized fit.
7550 I-10 Suite 800, San Antonio, TX 78229, United States -
Anthony Garcia - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAnthony Garcia is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1314 East Sonterra Boulevard in San Antonio, Texas, United States. Anthony 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®. With expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more, Anthony Garcia is dedicated to providing comprehensive financial services to individuals and small business owners. Whether you are planning for retirement, managing your investments, or navigating the complexities of divorce or estate planning, Anthony Garcia is here to help guide you through every step of the financial planning process.
1314 E Sonterra Blvd Bldg 4 Ste 401, San Antonio, TX 78258, United States -
Merrill Lynch Private Wealth Advisor Austin Burt
● ClosedMerrill Lynch Private Wealth Advisor Austin Burt is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. They offer industry-leading research and expert analysis to help individuals, families, businesses, and nonprofit institutions achieve their financial goals. The team includes private wealth advisors from Merrill Private Wealth Management and financial advisors from Merrill Lynch Wealth Management, working together to meet specialized needs and build relationships based on trust and personalized service. Dan, a multiple degree holder from The University of Texas at Austin, leads the team with a focus on managing substantial wealth and shaping a legacy for the future. Michael, another key member, brings extensive experience in working with nonprofits, endowments, businesses, and ultra high net worth families to address various financial needs. Bob, the founder of the Nelson Wood Nelson team, specializes in devising strategies for concentrated stock positions and using options to enhance portfolio returns.
1803 Broadway, San Antonio, TX 78215, United States -
David E Kunold - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid E Kunold - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1 IKEA-RBFCU Parkway, Live Oak, Texas, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution provides investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update approaches, and track progress towards goals. Clients have access to their investments and accounts from any device, securely. The institution focuses on goals such as retirement, education, and major purchases. David E Kunold is registered in states where securities business can be conducted. The initial consultation provides an overview of financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. Clients are bound by the terms of the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. Referrals are appreciated, and the institution will reach out to them soon.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States -
Danielle D Thompkins - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDanielle D Thompkins is a financial advisor at Ameriprise Financial Services, LLC located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. Specializing in finance, Danielle offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. She helps clients document their goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and accounts from any device, track progress towards goals, and securely share information with Danielle. To learn more about how Danielle can help you achieve your financial goals, schedule a complimentary initial consultation. With a focus on retirement, education, and major purchases, Danielle provides expert guidance to clients in states where she is properly registered. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy, security, and regulatory compliance for all clients.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States -
Stephen N Havel - Morgan Stanley
● OpenStephen N Havel - Morgan Stanley is a renowned finance institution located at 7600 Broadway in San Antonio, Texas, United States. With a reputation for excellence in financial services, the institution offers a wide range of investment opportunities and wealth management solutions to help clients achieve their financial goals. The team of experienced professionals at Stephen N Havel - Morgan Stanley is dedicated to providing personalized guidance and expert advice to clients, ensuring that their financial needs are met with precision and care. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Stephen N Havel - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
7600 Broadway Ste 100, San Antonio, TX 78209, United States -
Robert Arteaga - Financial Consultant, Ameriprise Financial Services, LLC
● OpenRobert Arteaga, a Financial Consultant at Ameriprise Financial Services, LLC, located at 10001 Reunion Place in San Antonio, Texas, offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as life changes, Robert helps clients track their financial goals securely from any device. By scheduling a complimentary initial consultation, clients can explore how Robert can assist with retirement planning, education savings, major purchases, and more. As a registered advisor, Robert Arteaga adheres to FINRA regulations and ensures that clients are informed about the risks and benefits of their investment decisions. Ameriprise Financial Services, LLC, a member of FINRA and SIPC, prioritizes client privacy and security while providing expert financial guidance.
10001 Reunion Pl Ste 422, San Antonio, TX 78216, United States -
Fruth Investment Management
● OpenFruth Investment Management is a leading finance institution located at 820 Gessner Road in Houston, Texas, United States. With years of experience and expertise in investment management, they offer a wide range of financial services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Fruth Investment Management is dedicated to providing personalized solutions tailored to your unique needs. Trust in their team of professionals to help you make informed decisions and secure a prosperous financial future.
820 Gessner Rd # 1640, Houston, TX 77024, United States -
Edward Jones - Financial Advisor: Austin Sturrock, AAMS™|CRPS™
● OpenEdward Jones - Financial Advisor Austin Sturrock, AAMS™|CRPS™ is a finance institution located at 4810 West Panther Creek Drive in The Woodlands, Texas, United States. As a trusted financial advisor, Austin Sturrock is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert financial planning. With a focus on Asset Allocation Management Specialist (AAMS) and Chartered Retirement Plans Specialist (CRPS) designations, Austin Sturrock is committed to providing comprehensive financial solutions tailored to each client's unique needs. Visit Edward Jones - Financial Advisor Austin Sturrock, AAMS™|CRPS™ for professional financial guidance and investment services.
4810 W Panther Creek Dr Suite 103, The Woodlands, TX 77381, United States -
Lloyds Intrepid Wealth Management
● ClosedLloyds Intrepid Wealth Management is a finance institution located at 1330 Lake Robbins Drive in The Woodlands, Texas, United States. Led by President and Chief Investment Officer Robert Lloyd, CFA® and Vice President Christopher Lloyd, CFP®, the institution specializes in asset allocation, index investing, tax efficient investing, and wealth management services. As a trusted financial advisor in The Woodlands, Lloyds Intrepid Wealth Management offers personalized investment strategies to help clients achieve their financial goals. With a focus on Central Markets, the institution prides itself on providing expert guidance and innovative solutions to help clients secure their financial future.
1330 Lake Robbins Dr STE. 560, The Woodlands, TX 77380, United States -
Edward Jones - Financial Advisor: Kristie Ramirez, AAMS™|CRPC™|CRPS™
● ClosedEdward Jones - Financial Advisor Kristie Ramirez, AAMS™|CRPC™|CRPS™ is a reputable finance institution located at 1560 West Bay Area Boulevard in Friendswood, Texas, United States. Kristie Ramirez is a highly qualified financial advisor with certifications in Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). With a strong background in finance and a commitment to personalized service, Kristie Ramirez helps clients achieve their financial goals through strategic planning and investment management. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Kristie Ramirez can provide expert guidance to help you navigate the complex world of finance.
1560 W Bay Area Blvd Ste 180, Friendswood, TX 77546, United States -
Merrill Lynch Private Wealth Advisor Eduardo Speck
● ClosedMerrill Lynch Private Wealth Advisor Eduardo Speck is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. With a focus on providing personalized attention and customized services, our team of private wealth advisors are dedicated to helping you and your family navigate all aspects of your financial life. We offer industry-leading research and expert analysis to help you stay ahead and achieve your financial goals. Our private wealth advisors are rigorously trained to meet your specialized needs and build relationships based on trust and personalized service. Whether you are a business owner, executive, or multi-generational family, we work with a limited number of clients to provide highly personalized one-on-one service.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Daniel Wallach
● ClosedMerrill Lynch Financial Advisor Daniel Wallach is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, they believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and over $3 billion in client assets, their team of experts serves a select group of individuals, including CEOs, entrepreneurs, and executives. They offer personalized support and world-class resources to help clients achieve their financial goals while preserving their financial futures. Their non-emotional investment process includes strategic asset allocation tailored to each client's goals, risk tolerance, and liquidity needs. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They have received recognition on the Forbes "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors" lists. Financial Advisor JJ is dedicated to helping clients reach their personal and financial goals by creating customized wealth management plans. Financial Advisor Sylvia helps families and business executives prepare for their financial future by understanding their needs and values. Registered Wealth Management Client Associate Kate Walker, fluent in Spanish, works with domestic and international clients and has a passion for social science research. Merrill Lynch Financial Advisor Daniel Wallach and his team are committed to helping clients simplify the complexities of their financial lives and achieve their financial goals.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Private Wealth Advisor Craig Lambert Massey
● OpenMerrill Lynch Private Wealth Advisor Craig Lambert Massey, located at 800 Capitol Street in Houston, Texas, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth. With specialized services from Merrill and banking and lending capabilities from Bank of America, the institution is dedicated to meeting the unique needs of affluent families, entrepreneurs, executives, and business owners. Craig Massey, a seasoned wealth management professional, leads The Massey Schmidt Harper Group and works closely with clients to develop tailored strategies that integrate various components of significant wealth, such as estate planning and retirement strategies. With a strong background in finance and a commitment to personalized service, Craig has been recognized by Barron's Magazine for his expertise in financial advising.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Madison Spahr
● ClosedMerrill Lynch Financial Advisor Madison Spahr is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, they focus on providing straightforward guidance and prudent choices to build lasting wealth for their clients. With over 210 years of collective industry experience and managing over 3 billion in client assets, their team of experts serves a select group of individuals, including CEOs, entrepreneurs, and executives. They offer personalized support, strategic asset allocation, and a focus on diversification to help clients achieve their financial goals. Meetings are held regularly to review performance and make adjustments as needed. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. Financial Advisor JJ, a graduate of the University of Houston, works with clients to create wealth management plans tailored to their goals. Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial futures, taking the time to understand their needs and values. Registered Wealth Management Client Associate Kate has been with Merrill Lynch since 2017, bringing a wealth of experience working with domestic and international clients. They offer banking services through Bank of America, N.A., and lending services to help clients achieve their financial goals.
800 Capitol St, Houston, TX 77002, United States -
Trinvest Advisors, LLC
● OpenTrinvest Advisors, LLC is a finance institution located at 15749 Booth Circle in Volente, Texas, United States. We specialize in providing expert financial advice and investment strategies to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to helping individuals and businesses navigate the complexities of the financial world and make informed decisions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Trinvest Advisors, LLC is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.
15749 Booth Cir, Volente, TX 78641, United States -
Mitchell & Associates Investment Consultants
● ClosedMitchell & Associates Investment Consultants is a renowned finance institution located at 1202 Pike Road in Austin, Texas, United States. With a team of experienced professionals, they offer expert financial advice and consulting services to help clients make informed investment decisions. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Mitchell & Associates Investment Consultants is committed to providing personalized solutions tailored to your unique financial goals. Trust in their expertise and dedication to help you achieve financial success.
1202 Pike Rd, Austin, TX 78734, United States -
Cary Laudadio: GoalFusion Wealth Management
● ClosedCary Laudadio: GoalFusion Wealth Management is a finance institution located at 7611 Creekbluff Drive in Austin, Texas, United States. With a focus on helping clients achieve their financial goals, Cary Laudadio offers personalized wealth management services to individuals and businesses. From investment planning to retirement strategies, the team at GoalFusion Wealth Management is dedicated to providing expert financial guidance and support. Contact them today to start on the path towards financial success.
7611 Creekbluff Dr, Austin, TX 78750, United States -
Matt Chapman - Raymond James
● OpenMatt Chapman - Raymond James is a finance institution located at 6034 West Courtyard Drive in Austin, Texas, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, our experts are here to provide guidance and support every step of the way. Trust Matt Chapman - Raymond James to help you secure a stable financial future.
6034 W Courtyard Dr #305, Austin, TX 78730, United States -
Travis Knapp - Ameriprise Financial Services, LLC
● OpenTravis Knapp - Ameriprise Financial Services, LLC is a finance institution located at 9442 North Capital of Texas Highway, Austin, Texas, United States. They offer a range of services including investment recommendations, asset allocation, and portfolio management tailored to individual goals and risk tolerance. The institution provides regular progress reviews and updates to ensure clients are on track to meet their financial objectives. Clients have access to their investments and accounts at any time from any device for added convenience and security. The institution also offers insurance solutions to help clients prepare for unexpected events. Backed by the Ameriprise Investment Research Group, clients can benefit from expert guidance on market conditions and investment impacts. Those interested in a more confident financial future can schedule a complimentary initial consultation to learn more about the services offered. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Travis Knapp, the advisor, is properly registered to conduct securities business in certain states. The institution prioritizes privacy and security, with resources available to educate clients on fraud prevention. Referrals are welcomed, and the institution aims to help friends and family members achieve their financial goals.
9442 N Capital of Texas Hwy Ste 800, Austin, TX 78759, United States -
John Puailoa, CFP, ChFC - UBS Financial Services Inc.
● OpenJohn Puailoa, CFP, ChFC - UBS Financial Services Inc. is a renowned financial institution located at 98 San Jacinto Boulevard in Austin, Texas, United States. Specializing in finance, this institution offers expert advice and personalized financial planning services to help clients achieve their financial goals. With a team of experienced professionals led by John Puailoa, a Certified Financial Planner and Chartered Financial Consultant, clients can trust in the expertise and integrity of UBS Financial Services Inc. Whether you are looking to invest, plan for retirement, or manage your wealth, this institution is dedicated to providing top-notch financial solutions tailored to your individual needs.
98 San Jacinto Blvd Suite 600, Austin, TX 78701, United States -
The Professional’s Resource Group - Morgan Stanley
● OpenThe Professional’s Resource Group at Morgan Stanley is a leading finance institution located at 24 Waterway Avenue in The Woodlands, Texas, United States. Our team of experts provides top-notch financial services and resources to professionals looking to manage and grow their wealth. With a focus on personalized solutions and industry expertise, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can support your financial needs.
24 Waterway Ave Ste 600, The Woodlands, TX 77380, United States -
Torreon Capital
● ClosedTorreon Capital is a leading institution located at 515 Congress Avenue in Austin, Texas, United States. Specializing in accounting, finance, and legal services, Torreon Capital offers expert advice and solutions to individuals and businesses seeking professional guidance in managing their finances, investments, and legal matters. With a team of experienced professionals, Torreon Capital is dedicated to providing top-notch services tailored to meet the specific needs of each client. Whether you are looking for assistance with tax planning, investment strategies, or legal representation, Torreon Capital is your trusted partner in achieving financial success and security.
515 Congress Ave. #1515, Austin, TX 78701, United States -
Brett McClaran- Raymond James
● OpenBrett 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.
3415 Texas Blvd, Texarkana, TX 75503, United States -
Stifel
● OpenStifel is a leading finance institution located at 2525 Kell East Boulevard in Wichita Falls, Texas. As a trusted financial services firm, Stifel offers a wide range of investment, banking, and advisory services to individuals, businesses, and institutions. With a commitment to providing personalized solutions and expert guidance, Stifel helps clients achieve their financial goals and navigate the complexities of the financial markets. Whether you're looking to grow your wealth, plan for retirement, or secure financing for your business, Stifel's team of experienced professionals is dedicated to helping you succeed.
2525 Kell E Blvd #310, Wichita Falls, TX 76308, United States
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