Expert financial planning for seniors in Texas

Merrill Lynch Financial Advisor Patrick L Elkins is a finance institution located at 800 Capitol Street in Houston, Texas, United States. The institution, Elkins, Utz, Saunders, Brannen & Associates, values building strong relationships through teamwork and involvement. They provide financial advice and guidance, utilizing the global investment capabilities of Merrill and the banking convenience of Bank of America. The institution believes in starting every relationship with a conversation to understand and prioritize the goals that matter most to their clients. They offer personalized financial planning services, focusing on helping clients achieve their financial goals, whether it's retirement planning, saving for a home, funding education, or passing wealth to future generations. The team at Elkins, Utz, Saunders, Brannen & Associates is committed to understanding each client's unique needs and providing tailored solutions to help them pursue their aspirations. They offer a range of services including investment strategies, financial planning, and comprehensive financial solutions. The institution is dedicated to helping clients stay on track towards their goals, regardless of market fluctuations. Certified Financial Planner professionals at the institution ensure that clients receive expert guidance and support in their financial decision-making. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Patrick L Elkins aims to help clients achieve their financial goals and live their best financial life.

Phillip Owens - Financial Advisor, Ameriprise Financial Services, LLC, located at 24 Waterway Avenue, The Woodlands, Texas, United States, offers a wide range of financial services for individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Phillip Owens is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment opportunities. The institution also offers specialized services for seniors, individuals going through divorce, and those planning for retirement. With a commitment to excellence and a focus on client needs, Phillip Owens is dedicated to helping clients make informed financial decisions for a secure future.

Peter Hearn, CFP - UBS Financial Services Inc. is a leading financial institution located at 15958 City Walk in Sugar Land, Texas, United States. With a team of dedicated professionals, including Certified Financial Planners, they offer a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, Peter Hearn and his team are committed to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to guide you towards a secure financial future.

Crystal Garrett is a Financial Advisor at Ameriprise Financial Services, LLC located at 11 Greenway Plaza, Houston, Texas, United States. Crystal 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®. Crystal is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Crystal's expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products ensures that clients receive tailored financial advice to meet their specific needs. With a commitment to professionalism and ethics, Crystal is a trusted partner in helping clients achieve their financial goals.

Elton Wong is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 11 Greenway Plaza, Houston, Texas, United States. Elton Wong 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 Elton Wong's expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. Elton Wong is dedicated to providing clients with comprehensive financial planning services and guiding them towards achieving their financial goals.

Dellinger, Bickham, Jackman and Gaitz Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 4400 Post Oak Parkway in Houston, Texas, United States. Specializing in wealth management, our team of experts provides personalized financial advice and investment strategies to help clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, we are dedicated to providing top-tier financial services to individuals and businesses alike. Trust us to help you navigate the complexities of the financial world and secure a prosperous future.

John Bunch - Financial Advisor, Ameriprise Financial Services, LLC, located at 4501 Magnolia Cove Drive, Houston, Texas, United States, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, John Bunch is equipped to assist individuals with asset management, retirement planning, estate planning, and investment strategies. Additionally, John Bunch is trained in behavioral finance and specializes in working with seniors and those planning for retirement. With a commitment to excellence and a focus on client needs, John Bunch is dedicated to providing personalized financial advice and solutions.

LTC Financial Partners is a finance, health, and insurance agency located at 3718 Derby Trail in Round Rock, Texas, United States. Our dedicated team of professionals is committed to helping individuals and families plan for their long-term care needs. Whether you are looking for financial solutions, health care options, or insurance coverage, LTC Financial Partners is here to provide expert guidance and support. Contact us today to learn more about how we can assist you in preparing for the future.

Audra Mueller - Financial Advisor, Ameriprise Financial Services, LLC, located at 9442 North Capital of Texas Highway, Austin, Texas, United States, is a finance institution offering a range of services to meet the diverse needs of individuals. Audra Mueller holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on ethical practices and comprehensive financial planning, Audra Mueller is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Audra Mueller can provide tailored solutions to meet your specific needs. Contact Audra Mueller - Financial Advisor, Ameriprise Financial Services, LLC for expert financial advice and personalized service.

David Storer - RBC Wealth Management Financial Advisor is a leading financial institution located at 300 West 6th Street in Austin, Texas. As a trusted advisor, David Storer provides expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment solutions, David Storer and his team offer comprehensive services tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, David Storer - RBC Wealth Management Financial Advisor is dedicated to helping you secure a prosperous financial future.

Tony Franzago is a Financial Advisor at Ameriprise Financial Services, LLC located at 10415 Morado Circle, Austin, 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. Tony specializes in providing financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is committed to upholding the highest standards of ethics and professionalism in the finance industry. Contact Tony Franzago for expert advice on asset management, investment strategies, estate planning, retirement planning, and more.

Texas Senior Solutions is a comprehensive resource for elderly care and estate planning located in Needville, Texas. Our team of experts is dedicated to providing personalized financial solutions to meet the unique needs of seniors in our community. From creating wills and trusts to navigating Medicare and Social Security, we are here to help guide you through the complexities of planning for your future. Visit us at 15511 Texas 36 to learn more about how Texas Senior Solutions can support you in securing a comfortable and worry-free retirement.

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.

Lux Dental Studio in Houston, Texas is a premier dental institution offering high-quality care to patients from various neighborhoods and communities. Located at 12230 West Lake Houston Parkway, our general dentist near you in 77044 is dedicated to providing personalized and respectful care to patients of all ages. We offer weekend and evening appointments to accommodate busy schedules and strive to create long-term relationships with our patients. Dr. Newlin, a resident of Atascocita, leads our practice with a commitment to community-based dentistry. With extensive education and experience in various dental fields, Dr. Newlin provides efficient and minimally invasive solutions for all dental needs. Our team of dental experts focuses on learning new technologies and continuing education to ensure the best possible care for our patients.

LJ Adams Insurance Services LLC is a trusted insurance agency located at 701 Highlander Boulevard in Arlington, Texas. Specializing in health and insurance services, our agency is dedicated to providing sound financial solutions through a disciplined process. With over 50 5-star reviews, we have built a reputation on trust, excellence, and a commitment to serving our clients. At LJ Adams Insurance Services, we offer a range of insurance options to meet the diverse needs of the Arlington community. From home insurance policies tailored to your unique needs to business owner insurance customized for your operation, we are here to provide you with the coverage you need for peace of mind.

Texas Medicare and Health Agent is a health insurance agency located at 512 Silicon Drive, Southlake, Texas. Our team of local insurance agents is dedicated to helping individuals and families navigate the confusing world of Medicare and long-term care. We specialize in providing personalized services to ensure that you understand your options and make the best choices for your health and financial well-being. At Texas Medicare and Health Agent, we believe in the importance of working with a personal insurance agent who can guide you through the complexities of insurance policies. Our agents are trained by experts with over 40 years of experience in the industry, and we work with multiple carriers to provide you with the best recommendations for your specific needs.

InsuranceSmart - Get Help With Medicare! is an independent insurance agency located in San Antonio, Texas, United States. Our mission is to provide exceptional value and service to our clients in all the markets we serve. We specialize in helping seniors transition to Medicare and stay up to date with annual benefit changes throughout their lives. In addition to Medicare coverage, we offer a variety of life, health, long-term care, and final expense coverage options, as well as fixed indexed annuities. Annuities are a secure financial product designed to safely grow your savings, investments, and retirement accounts, offering both fixed and indexed returns. They provide guaranteed and non-guaranteed income solutions, liquidity options, and a no-loss guarantee to protect your investment.

Buscando Seguro is a health insurance agency located at 1820 South Mason Road in Katy, Texas. We specialize in providing individuals and families with comprehensive health insurance coverage to ensure they have access to quality healthcare services when they need it most. Our dedicated team of insurance experts is committed to helping our clients find the right insurance plan that meets their specific needs and budget. Whether you are looking for individual health insurance or a family plan, Buscando Seguro is here to help you navigate the complex world of health insurance and find the coverage that is right for you. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.

At InfiniteYou: Life Insurance Solutions, we are dedicated to providing top-notch financial security through our range of life insurance solutions. Located at 2800 Post Oak Boulevard in Houston, Texas, our insurance agency is committed to helping individuals and families protect their loved ones and assets for the long term. Our knowledgeable team of experts will work closely with you to tailor a personalized insurance plan that meets your unique needs and budget. Trust InfiniteYou to safeguard your future and ensure peace of mind for you and your family.

Texas Medicare Advisors is a health insurance agency located at 1640 Highland Falls Drive in Leander, Texas. Our team of experts specializes in maximizing Social Security benefits for our clients. If you are unsure about when and how to start claiming your benefits, give us a call at 512-900-3008 for personalized advice. Medicare is a federal insurance program that provides healthcare coverage to those who are 65 or older, or under 65 with a disability. We can help you navigate the complexities of Medicare and ensure you get the most out of your benefits.

Located at 420 North Texas Avenue in Odessa, Texas, Farmers Insurance - Annalisa Villarreal is a trusted insurance agency serving the Great State of Texas. Led by Annalisa Villarreal, a proud Texas native, the Villarreal Insurance Agency specializes in providing top-notch Homeowners & Auto insurance in the Permian Basin region. With a focus on protecting the quality of life of their customers, the agency is committed to offering the best coverage options tailored to each individual's unique situation. With over 35 years of combined team experience, the licensed insurance representatives at Farmers Insurance - Annalisa Villarreal are dedicated to helping clients understand their coverage options and make informed decisions. Recognized with awards such as the District 75 Life Specialist in 2018 and 2019, the agency is well-equipped to address all insurance needs. Whether you are looking for comprehensive coverage, collision coverage, or other insurance products such as Renters, Life, Business, or Condo insurance, the agency has you covered. By offering competitive rates and multi-line insurance discounts, Farmers Insurance - Annalisa Villarreal ensures that clients receive the best value for their insurance needs. For personalized service and expert advice on protecting your assets and securing your financial future, contact Farmers Insurance - Annalisa Villarreal today.

The Katie White Team at Fairway Independent Mortgage Corp. is a finance institution located at 13812 Research Boulevard in Austin, Texas, United States. They offer a range of mortgage services and are not affiliated with any government agencies. Reverse mortgage borrowers must receive counseling sessions with a HUD-approved agency and be at least 62 years old. Monthly advances may affect eligibility for other programs. Fairway offers VA loans subject to individual entitlement amounts and eligibility criteria. Information, rates, and programs are subject to change and all products are subject to credit and property approval. Other restrictions and limitations may apply. Visit their website for more information: https://wowmivh.com/Fairway/Advisors/KatieWhite/landing.mp4.

Reliant Mortgage Services is a finance institution located at 1724 Boca Chica Boulevard in Brownsville, Texas, United States. They specialize in providing mortgage services to individuals looking to purchase or refinance a home. With a team of experienced professionals, Reliant Mortgage Services offers personalized assistance and competitive rates to help clients achieve their homeownership goals. Whether you are a first-time homebuyer or a seasoned investor, you can rely on Reliant Mortgage Services for expert guidance and support throughout the loan process.

Keith Wolfe - State Farm Insurance Agent is an insurance agency located at 156 South Main Street, Lumberton, Texas, United States. Keith Wolfe is an Ambassador Travel Qualifier, Chairman's Circle Qualifier, Senior Vice President's Club Qualifier, and State Farm Lone Star Leaders Program Qualifier. He has been with State Farm since 2009, focusing on providing Home, Life, Business, and Auto Insurance services to clients in Lumberton, Silsbee, Kountze, and Buna. Keith also assists in relocations to Hardin County and offers Commercial and Health Insurance options. He attended Northwestern State University and is licensed to provide Auto and Home Insurance in Louisiana as well. Additionally, Keith Wolfe is a Notary Public. For more information, visit their Yelp page or call (409) 755-4023 for assistance. Please note that State Farm VP Management Corp. distributes securities and State Farm Life Insurance Company issues Life Insurance and annuities. Deposit products are offered by U.S. Bank National Association. For pet insurance, American Pet Insurance Company and ZPIC Insurance Company underwrite policies. State Farm is not affiliated with Trupanion or American Pet Insurance. Rocket Mortgage, LLC provides mortgage services, and State Farm VP Management Corp. is a separate entity from State Farm entities providing banking and insurance products. For tax or legal advice, consult a professional advisor.

Retirement Education Partners, Inc. is a finance and insurance agency located at 516 South Wheeler Street in Jasper, Texas, United States. Our team of experts is dedicated to helping individuals plan for a secure and comfortable retirement. We offer a wide range of services including retirement planning, investment management, and insurance solutions tailored to meet each client's unique needs. With our personalized approach and commitment to education, we strive to empower our clients to make informed decisions about their financial future. Visit us today to learn more about how Retirement Education Partners, Inc. can help you achieve your retirement goals.

The Healthy Insurance Dude is a reputable health insurance agency located in Fort Worth, Texas. Our team of dedicated professionals is committed to helping individuals and families find the best insurance coverage to meet their healthcare needs. Whether you're looking for a comprehensive health plan or simply need assistance navigating the complexities of insurance policies, we are here to guide you every step of the way. Visit us at 6777 Camp Bowie Boulevard to learn more about how we can help you protect your health and financial well-being.

Fredrick Insurance Brokers is a health insurance agency located at 502 West Oak Street in Denton, Texas, United States. Our mission is to guide clients towards health, prosperity, and peace of mind by providing quality health insurance plans at affordable prices. We believe in making the process of buying insurance easy for our clients, taking the time to understand their needs and recommending the best insurance products available in the nation. Our team, led by Katherine Clark and John Fredrick, is dedicated to earning the trust of our clients through results. We offer personalized service, Texan to Texan, with one meeting and one quote. Our clients have praised our knowledge, professionalism, and ability to find them the best insurance plans for their needs, saving them money and providing peace of mind.

HealthMarkets is a leading health insurance agency located at 14602 Huebner Road in San Antonio, Texas. Our expert agents are dedicated to helping individuals and families find the right health insurance coverage to meet their needs and budget. With a wide range of options from top insurance providers, we make it easy to compare plans and find the best fit for you. Whether you're looking for individual, family, or Medicare coverage, HealthMarkets is here to help you navigate the complex world of health insurance. Contact us today to get started on your path to better health and financial security.

Turning 65 Solutions - Medicare & Health Insurance Advisors is a Texas State licensed insurance broker located at 1619 East Common Street, New Braunfels, Texas, United States. Specializing in providing solutions for the Baby Boomer generation, our team of experts offers personalized asset protection services in the areas of Health, Life, and Long Term Care insurance, as well as retirement income planning. We act as advocates for our clients, providing unbiased consultations to help you make informed decisions. Representing top-rated insurance companies, we work in your best interest to recommend the most suitable options for you. Medicare, a national health insurance program for individuals 65 or older, may not cover all healthcare expenses. We offer Medicare Supplement Insurance to help you plan for unforeseen costs. Additionally, we provide information on add-on coverage for dental, vision, and hearing insurance plans to complement your Medicare plan.

GoMedigap is a leading health insurance agency located in Austin, Texas. Specializing in Medicare supplement plans, GoMedigap helps individuals navigate the complexities of healthcare coverage to find the best options for their needs. With a team of knowledgeable agents, GoMedigap is dedicated to providing personalized service and expert advice to ensure clients have peace of mind when it comes to their healthcare coverage. Visit us at 13620 Ranch Road 620 North to learn more about how GoMedigap can help you protect your health and financial well-being.