Family financial services in Dallas, Texas
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Mariner Finance
● ClosedMariner Finance is a reputable finance institution located at 2525 West Wheatland Road in Dallas, Texas. We offer a wide range of financial services to help individuals and families achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you're looking to consolidate debt, make a major purchase, or cover unexpected expenses, Mariner Finance is here to help. Visit us today to learn more about how we can assist you with your financial needs.
2525 W Wheatland Rd #280, Dallas, TX 75237, United States -
Oak Cliff Christian Federal Credit Union
● ClosedOak Cliff Christian Federal Credit Union is a financial institution located at 1130 West Camp Wisdom Road in Dallas, Texas. As a credit union, it offers a range of financial services to its members, including savings accounts, loans, and other banking services. The institution is dedicated to serving the local community and providing its members with personalized, customer-focused financial solutions. With a commitment to Christian values, Oak Cliff Christian Federal Credit Union strives to help its members achieve their financial goals and build a strong financial future.
1130 W Camp Wisdom Rd, Dallas, TX 75232, United States -
Marx, Altman & Johnson
● ClosedMarx, Altman & Johnson is a Texas-based law firm located at 2905 Lackland Road in Fort Worth, serving clients in Dallas, Tarrant, and surrounding counties. Specializing solely in divorce cases, our experienced attorneys strive to provide efficient and affordable legal solutions for our clients. With over 30 years of experience and having represented over 10,000 clients, we have gained extensive knowledge of the legal system and can effectively guide you through the divorce process. Our Dallas-Fort Worth divorce attorneys offer high-quality representation without charging premium fees. We understand the stress and complexity of litigation, which is why we offer free initial consultations with seasoned attorneys who have at least 15 years of family law experience. Additionally, we provide affordable payment plans to ensure that our clients can access effective representation without financial burden.
2905 Lackland Rd, Fort Worth, TX 76116, United States -
Metro 1 Courier
● ClosedMetro 1 Courier, located at 8416 Sterling Street in Irving, Texas, is a trusted and reliable delivery service with a focus on providing cost-effective and efficient courier solutions. With their Direct Drive rush service, customers can enjoy next day delivery without any fuel surcharges. Established in 1991, Metro 1 Courier is a second-generation family-owned business that has grown from a small on-call delivery service in Dallas to a large regional operation serving multiple metropolitan areas in Texas and beyond. They offer a wide range of professional delivery and logistics services, including parts delivery, medical delivery, fast freight, and fleet replacement.
8416 Sterling St, Irving, TX 75063, United States -
The Gauthier Law Firm
● OpenThe Gauthier Law Firm, located at 15150 Preston Road in Dallas, Texas, is a reliable and experienced general practice firm specializing in family law, bankruptcy, estate planning, and divorce. Proudly serving Dallas, Tarrant, Collin, Rockwall & Denton Counties, our team of compassionate advocates treats every client with care and understanding. We understand the complexities of legal matters and have the knowledge and experience needed to take cases to trial. Whether you are dealing with divorce, child support, custody battles, or financial struggles, we will stand by your side every step of the way. We strive to exceed the requirements for continuing legal education each year and always have our clients' best interests in mind. Contact us today for guidance through life's unpredictable seasons.
15150 Preston Rd #300, Dallas, TX 75248, United States -
Allmand Law
● OpenAllmand Law is a finance and lawyer institution located in San Antonio, Texas. The experienced staff, including Lecia H., provides efficient and knowledgeable service to handle bankruptcy cases. Clients have praised the quick and easy process, as well as the caring and understanding approach of the team. Reed Allmand, a certified Texas Bankruptcy attorney, founded the institution with a vision to help families in financial distress. The firm offers solutions to reduce and restructure debt, stop foreclosures and creditor harassment, and improve credit scores. With a focus on serving clients and providing a fresh start, Allmand Law is dedicated to helping individuals achieve financial freedom. Contact their Dallas or San Antonio offices for a free financial empowerment session today.
85 NE Interstate 410 Loop Ste.217, San Antonio, TX 78216, United States -
Pratt Law Group, PLLC
● ClosedPratt Law Group, PLLC is a reputable institution located at 2591 Dallas Parkway in Frisco, Texas, United States. Specializing in accounting, finance, and legal services, the firm offers expert advice and representation to individuals and businesses in need of professional guidance. With a team of experienced lawyers and financial experts, Pratt Law Group, PLLC is dedicated to providing top-notch services tailored to meet the unique needs of each client. Whether you require assistance with tax issues, financial planning, or legal matters, you can trust Pratt Law Group, PLLC to deliver exceptional results.
2591 Dallas Pkwy Ste. 300, Frisco, TX 75034, United States -
Gene Wolfgram - State Farm Insurance Agent
● ClosedGene Wolfgram - State Farm Insurance Agent is an insurance agency located at 8902 Preston Manor Drive, Frisco, Texas, United States. Specializing in providing free auto insurance and homeowners insurance quotes throughout the state of Texas, with a focus on areas such as Frisco, Plano, Denton, McKinney, and Dallas. With 38 years of State Farm insurance experience, Gene Wolfgram has been a State Farm Agent since 2005. The institution is a family-run business, with Gene's wife also being a State Farm Agent and his father a retired Agent in Iowa. Gene holds prestigious designations such as Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Property Casualty Underwriter, showcasing his dedication to lifelong learning and staying up-to-date with industry trends. The agency offers a range of insurance options including auto, homeowners, renters, condo, and life insurance. They also work closely with small business owners for their business insurance and planning needs. The team at Gene Wolfgram - State Farm Insurance Agent is dedicated to helping customers protect what they value most, whether it's their vehicles, homes, or loved ones. They provide personalized service and are dog-friendly, with the option to schedule appointments at the office, home, or virtually.
8902 Preston Manor Dr, Frisco, TX 75033, United States -
Alison Fourtner - State Farm Insurance Agent
● ClosedAlison Fourtner - State Farm Insurance Agent is a reputable insurance agency located at 1636 North Hampton Road in DeSoto, Texas. As a dedicated State Farm agent, Alison began her career in 2003 and has since opened two successful offices in Dallas and DeSoto. Her husband, Gary, works alongside her, and they have a talented team ready to assist clients with their insurance needs. Specializing in Auto, Home, Renters, Condo, Commercial, Boat, Motorcycle, Life Insurance, and Financial Services, the agency serves clients in Dallas, DeSoto, Duncanville, Red Oak, Ovilla, Lancaster, Cedar Hill, and surrounding areas. Alison and her team are committed to providing personalized assistance in a caring and simple manner, ensuring that clients have the coverage they need.
1636 N Hampton Rd Ste 101, DeSoto, TX 75115, United States -
DFW Retirement Planners
● ClosedDFW Retirement Planners is a finance institution located at 6000 Western Place in Fort Worth, Texas, United States. Founded in 2004, our dedicated family team is here to assist you with all of your money management needs. We specialize in evaluating and analyzing complex financial situations that affect retirees and those contemplating retirement. With locations in both Dallas and Fort Worth, we offer services such as retirement income generation, asset accumulation, tax planning, and estate planning. Join us on DFW Retirement Radio every Saturday from 2-3 PM on 820 WBAP Radio for information and discussion on successful retirement strategies. Request your complimentary Retirement Readiness Mini-Kit now and let DFW Retirement Planners guide you through the future changes and beyond.
6000 Western Pl Suite 500, Fort Worth, TX 76107, United States -
Carson Wealth
● ClosedCarson Wealth is a full-service financial planning institution located at 1120 North Kimball Avenue, Southlake, Texas, United States. Our team of financial advisors in the Dallas area is dedicated to simplifying the complexities of finance for you and your family. We cater to clients in the entire Metroplex and West Texas region, with a focus on providing personalized financial advice to individuals in the oil and gas industry, business owners, and executives. As Texans ourselves, we understand the unique financial needs and goals of our clients. Our goal is to help you achieve "true wealth" through a wealth designed, life-defined approach. We believe that money doesn't have to be complicated, and we strive to provide value to our clients in these unprecedented times.
1120 N Kimball Ave Suite 100, Southlake, TX 76092, United States -
Carson Wealth
● OpenCarson Wealth is a finance institution located at 2324 Cheek-Sparger Road in Bedford, Texas, United States. Specializing in investment and retirement services in the Dallas-Fort Worth area and beyond, our financial advisors help individuals, families, and business owners define and pursue their goals with customized wealth solutions. We are actively involved in the Bedford community and have meeting locations in Cleburne and Burleson as well. Our team understands the unique goals and needs of the people in our community and is dedicated to serving them with pride. We offer investment services that provide an orderly way to create and maintain portfolios aligned with specific goals and objectives while managing investment risk. Whether you are planning for retirement or estate planning, our team is here to help you navigate the financial challenges that may arise.
2324 Cheek-Sparger Rd, Bedford, TX 76021, United States -
Beacon Pointe Advisors
● Closedallas office and is responsible for developing and maintaining strong relationships with clients to ensure their financial needs are met. Mykael has a background in client services and wealth management, having previously worked at a boutique wealth management firm in Dallas. She holds a bachelor's degree in Finance from the University of Texas at Austin. In her free time, Mykael enjoys traveling, trying new restaurants, and spending time with her family and friends. Overall, Beacon Pointe Advisors in Dallas, Texas offers a comprehensive range of investment advisory services, financial planning, wealth management, and retirement plan services. With a team of experienced and dedicated professionals, Beacon Pointe strives to provide customized solutions to help clients achieve their financial goals and secure their financial future. Whether you are an individual, family, institution, or business owner, Beacon Pointe Advisors is committed to providing top-notch service and support to meet your unique financial needs. Visit their office at 5960 Berkshire Lane in Dallas or connect with them virtually to see how they can assist you with your investment portfolio and financial planning needs.
5960 Berkshire Ln Suite 1150, Dallas, TX 75225, United States -
Cypress Wealth Advisors LLC
● ClosedCypress Wealth Advisors LLC is an independent fee-only registered investment advisor located at 4358 Lockhill Selma Road in Shavano Park, Texas. We offer comprehensive wealth management solutions to individuals, families, and institutions. Our main office is in San Antonio, but we serve clients in Dallas, Houston, Austin, and surrounding states. As one of the few NAPFA-registered advisors in the area, we provide custom-tailored financial planning and investment management services in a clear and understandable way. We also offer advice on estate and tax planning. Our approach focuses on developing investment strategies based on realistic goals and working with clients on an ongoing basis to ensure financial success. Visit our website or FINRA's BrokerCheck for more information.
4358 Lockhill Selma Rd Bldg 3, Ste 310, Shavano Park, TX 78249, United States -
UBS Private Wealth Management
● OpenUBS Private Wealth Management, located at 100 Crescent Court in Dallas, Texas, is a finance institution dedicated to helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. They believe in understanding what wealth means to each individual and offer finely crafted financial advice tailored to their clients' needs. With a commitment to excellence, UBS provides expertise to turn financial visions into reality. They offer a range of services to help clients pursue their financial goals today, tomorrow, and for generations to come. UBS connects clients to experts, insights, and thought leaders, offering focused advice specifically geared towards each individual's unique financial journey. For prominent individuals and families, UBS provides access to a network of experts and peers worldwide. Their Wealth Way approach incorporates strategies to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. As a registered investment advisor and broker-dealer, UBS Financial Services Inc. offers investment advisory services and brokerage services governed by different laws and arrangements. For more information, residents can visit their website or consult with a UBS Financial Advisor. Wealth management services in the United States are provided by UBS Financial Services Inc., a registered investment advisor and broker-dealer offering a range of products and services.
100 Crescent Ct #400, Dallas, TX 75201, United States -
Exencial Wealth Advisors
● ClosedExencial 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.
7373 Broadway Suite 400, San Antonio, TX 78209, United States -
CORDA Investment Management, LLC
● ClosedCORDA Investment Management, LLC is a finance institution located at 8955 Katy Freeway in Houston, Texas, United States. At CORDA, we work with you to define your ideal investment approach that aligns with your strategic savings goals both now and in the future. Our services include estate planning with a Board Certified Attorney, with options ranging from $1,000 to $1,500, as well as discounted estate planning documents through our partnership with LegalZoom. With over 20 years of experience, CORDA Investment Management has been guiding families to financial security through personalized strategies, advice, and plans. We have additional locations in Austin, Dallas, San Antonio, Metairie, Broomfield, and Coral Gables to serve our clients nationwide. Please contact us at 713-439-0665 for more information or to schedule a consultation.
8955 Katy Fwy # 200, Houston, TX 77024, United States -
CORDA Investment Management, LLC
● ClosedCORDA Investment Management, LLC is a finance institution located at 9600 Great Hills Trail, Austin, Texas, United States. With over 20 years of experience, CORDA provides families with guidance on investment strategies, advice, and financial plans to help them achieve security. The institution offers estate planning services with board-certified attorneys, as well as discounted estate planning documents through partnerships. While third-party ratings and recognition are not a guarantee of future success, CORDA strives to help clients define their ideal investment approach that aligns with their savings goals and future aspirations. With additional locations in Houston, Dallas, San Antonio, Metairie, Broomfield, and Coral Gables, CORDA Investment Management is dedicated to helping clients navigate the complexities of financial planning.
9600 Great Hills Trl #150w, Austin, TX 78759, United States -
Dumas Capital Partners
● ClosedDumas Capital Partners is a boutique corporate finance firm and merchant bank located at 9824 Ironwood Drive, Denton, Texas. With over three decades of combined investment and merchant banking experience, our Managing Directors have closed more than 200 transactions valued at over $2 billion. We specialize in providing sophisticated advisory services for mergers, acquisitions, divestitures, capital formation, and balance sheet refinancings for emerging growth and middle market family-owned and publicly-listed companies with enterprise values typically ranging from $2.5 to $250 million. Our team offers independent and objective advice, along with creative solutions to challenging financial problems. We customize our services for each engagement to ensure we exceed our client's financial objectives. Investment Banking services and Securities are offered through StillPoint Capital LLC, Member FINRA/SIPC. Jack Kearney, Sr., Managing Director of Investment Banking and Co-founder, has over 30 years of experience in raising equity and debt capital, M&A strategies, and debt restructuring. Kerri Sinn, Corporate Finance Assistant, joined the team in 2021 and brings a background in banking, human resources, executive support, and entrepreneurship. She has a proven track record of supporting leaders and collaborating with cross-functional teams in various sectors. Kerri holds a Professional Human Resources Certification (PHR) from the University of Dallas and a Securities License, Series 6 from the Texas Department of Insurance.
9824 Ironwood Dr, Denton, TX 76207, United States -
True North Advisors
● ClosedTrue North Advisors, located at 3100 West 7th Street in Fort Worth, Texas, is a finance institution that has recently announced a strategic growth partnership with WPCG and HGGC. This partnership will provide the Texas-based RIA with capital and expertise to drive growth through mergers and acquisitions. Founded in 2000, True North Advisors offers wealth management, family wealth planning, investments, and business transaction planning solutions to business owners, entrepreneurs, and families. With offices in both Dallas and Fort Worth, True North Advisors creates long-term partnerships with client families by providing prudent management and thoughtful oversight of their wealth and investments. The institution is entrepreneurial at its core, constantly seeking innovative solutions to deliver long-term capital growth and preservation. True North Advisors serves as a strategic partner, offering guidance through objectivity, intelligent counsel, and transparency.
3100 W 7th St #330, Fort Worth, TX 76107, United States -
Laura Lloyd, CPA
● ClosedLaura Lloyd, CPA is an accounting and finance institution located at 1332 Teasley Lane in Denton, Texas, United States. Our experienced remote team of locally based Dallas/Fort Worth accountants is dedicated to providing the best client service through effective listening, cutting-edge technology, and collaboration to quickly and cost-effectively meet our clients' goals. We handle bookkeeping, accounting, tax planning, and preparation, allowing companies to focus on what they do best while ensuring full financial health. With a passion for figures and meticulous attention to detail, our firm has become a trusted choice for taxpayers and businesses in Denton, Dallas, Collin, and Tarrant Counties. Our holiday closure schedule allows our team to take time off to spend with family and friends, ensuring we come back refreshed and ready to serve our clients effectively. Visit us at 1617 Park Place Ave, Suite 110-LH in Fort Worth, TX 76110.
1332 Teasley Ln, Denton, TX 76205, United States -
RGT Wealth Advisors
● ClosedRGT Wealth Advisors is a finance institution located at 5950 Sherry Lane in Dallas, Texas, United States. We specialize in providing comprehensive family office services to manage wealth from a 360-degree perspective. Our team leverages an exclusive network of experts to help clients achieve their personal and professional financial goals. As fiduciaries, we prioritize our clients' needs and focus on exceeding expectations, simplifying lives, and helping establish lasting legacies. Please note that as of December 31, 2023, assets include those from firms acquired by or invested in by Corient. Certain assets may not be considered regulatory assets under management, as defined in our Form ADV.
5950 Sherry Ln # 600, Dallas, TX 75225, United States -
Renters Warehouse
● ClosedRenters Warehouse is a premier institution located at 14800 Landmark Boulevard in Dallas, Texas, United States. We offer free research tools, education, and local investment advisors to help you turn your real estate investment plan into a reality. Our exclusive RentFeeder™ technology markets your rental property, screens tenants, and secures your income stream. We handle rent collection, asset maintenance, and provide access to all the details through our award-winning mobile app. At Renters Warehouse, we believe in being a partner for our clients, making real estate investment strategies easy to execute. Our hassle-free property management services and real estate investment marketplace will help you take the next steps towards financial freedom. Explore our marketplace of single-family rental investments and get the best results with the best data. From price and rent analysis to cash flow and equity projections, we have everything you need to realize your residential real estate investment strategies. Choose a specific office location or view all Renters Warehouse offices to get started now.
14800 Landmark Blvd #190, Dallas, TX 75254, United States -
Uncle Dan's Pawn - W. Northwest Hwy
● ClosedUncle Dan's Pawn - W. Northwest Hwy, located at 2210 Lombardy Lane in Dallas, Texas, is a versatile institution offering a range of services including electronics, finance, and jewelry. Whether you are in need of a loan, looking to sell items, or wanting to purchase quality merchandise, Uncle Dan's Pawn is dedicated to providing the best financial solutions and shopping experience. With a focus on collateral rather than credit history, they make it easy for individuals with all credit backgrounds to access the funds they need. Their wide selection of new and pre-owned jewelry, firearms, and general merchandise, along with convenient warranty programs, ensure customers have plenty of options to choose from. Uncle Dan's Pawn also offers top dollar for unwanted items, making it a safe and reliable choice for those looking to sell. With a commitment to family and community, Uncle Dan's Pawn is a trusted neighbor in the community. Their flexible financing options and quick loan approval process make them a go-to destination for those in need of fast cash. Whether you are in need of a quick loan or looking to buy or sell items, Uncle Dan's Pawn is the place to go for a hassle-free experience.
Mailing address, 2105 W Northwest Hwy, 2210 Lombardy Ln, Dallas, TX 75220, United States -
Quackenbush Panetti Wealth Partners
● OpenQuackenbush Panetti Wealth Partners is a finance institution located at 300 Crescent Court, Dallas, Texas, United States. They specialize in providing tailored financial solutions to meet the dynamic needs of each client at every stage of wealth accumulation. Their team offers expert guidance to empower decision-making, seamless financial management for families and futures, and a full suite of financial solutions through their extensive network. They ensure stability for today and the future, help clients invest intelligently in their communities, and provide bespoke investment strategies aligned with individual financial objectives. Clients have access to a sophisticated platform of traditional and alternative investments, as well as private investment opportunities. The institution offers holistic financial planning services for individuals and institutions, including various trust management options. They work closely with clients to understand their unique needs, goals, and passions, providing unbiased counsel and tailored strategies to achieve their objectives. Through their Rockefeller Lifestyle Advisory partners, clients can access exclusive experiences and concierge services to focus on what matters most to them.
300 Crescent Ct Suite 1450, Dallas, TX 75201, United States -
CareNow Urgent Care - Conroe
● OpenCareNow® Urgent Care - Conroe, conveniently located at 1150 W Dallas Street near Home Depot, Target, Best Buy, and Goodwill, serves the Conroe community and surrounding areas with exceptional after-hours medical care. Our walk-in clinic is open seven days a week, providing accessible healthcare solutions for both adults and children older than 3 months.
1150 W Dallas St, Conroe, TX 77301, United States -
C.R.E
● ClosedWelcome to the Center for Reproductive Endocrinology (CRE), located at Medical City Hospital, 7777 Forest Ln C-638, Dallas, TX 75230, United States. As a premier fertility clinic serving the Dallas-Fort Worth, Oklahoma, and Louisiana areas, we are dedicated to providing compassionate and personalized fertility care to help you on your journey toward parenthood. At CRE, formerly known as SIRM-Dallas, we combine the highest standards of advanced fertility care with exceptional hospitality. Our team of experienced fertility specialists understands that each individual's path to parenthood is unique, which is why we focus on delivering personalized care tailored to your specific needs.
Medical City Hospital, 7777 Forest Ln C-638, Dallas, TX 75230, United States
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