Family financial services in McAllen, TX
32 results found
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Safe Stop Insurance & Tax Services
● ClosedSafe Stop Insurance & Tax Services is a trusted finance and insurance agency located at 309 North Ware Road in McAllen, Texas. Our dedicated team of professionals is committed to providing top-notch insurance and tax services to help you protect your assets and maximize your financial well-being. Whether you're looking for auto, home, or business insurance, or need assistance with tax preparation and planning, Safe Stop Insurance & Tax Services is here to help. Visit us today to experience personalized service and comprehensive solutions tailored to your specific needs.
309 N Ware Rd Suite A, McAllen, TX 78501, United States -
Primacy Insurance and Financial Services PLLC
● ClosedPrimacy Insurance and Financial Services PLLC is a reputable health insurance agency located at 1301 North 23rd Street in McAllen, Texas, United States. With a focus on providing top-quality insurance and financial services, they strive to meet the needs of individuals and families in the community. Their knowledgeable agents are dedicated to helping clients find the best health insurance coverage that fits their specific needs and budget. Whether you are looking for individual or group health insurance, Primacy Insurance and Financial Services PLLC is committed to providing excellent customer service and support. Contact them today to learn more about their insurance options and how they can help you protect your health and financial well-being.
1301 N 23rd St Suite #1, McAllen, TX 78501, United States -
Menendez Financial
● ClosedMenendez Financial is a reputable health insurance agency located at 424 East Dove Avenue in McAllen, Texas. With a strong focus on providing quality insurance solutions for individuals and families, Menendez Financial is dedicated to helping clients find the best coverage options to meet their specific needs. With a team of experienced professionals, they offer personalized service and guidance to ensure that clients are well-protected and prepared for any medical emergencies. Trust Menendez Financial to provide reliable and affordable health insurance options for you and your loved ones.
424 E Dove Ave, McAllen, TX 78504, United States -
Security Service Federal Credit Union
● ClosedSecurity Service Federal Credit Union is a trusted financial institution located at 7906 North 10th Street in McAllen, Texas. As a credit union, they provide a wide range of financial services to their members, including savings accounts, loans, and investment options. With a focus on security and excellent customer service, Security Service Federal Credit Union is dedicated to helping individuals and families achieve their financial goals. Visit them today to learn more about how they can help you manage your finances effectively.
7906 N 10th St, McAllen, TX 78504, United States -
Teamwork Financial Group - McAllen
● ClosedTeamwork Financial Group - McAllen, located at 3400 North McColl Road in McAllen, Texas, is a finance institution dedicated to helping individuals create personalized retirement strategies. By using an Integrated Legal, Tax, and Financial Plan, the experienced team at Teamwork Financial Group will assess your current financial situation and determine your retirement needs. Schedule a meeting with Teamwork Financial Group to receive a custom strategy tailored to help you reach your unique retirement goals. Download a 6-page instant guide on key financial challenges that can impact your income plan in retirement.
3400 N McColl Rd b1, McAllen, TX 78501, United States -
Kuttin Wealth Management - Ameriprise Financial Services, LLC
● OpenKuttin Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 5407 North McColl Road in McAllen, Texas, United States. Our team of Ameriprise financial advisors are registered to do business in specific U.S. states and are committed to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts, although written analysis and recommendations are not included. While we cannot guarantee future financial results, we strive to provide personalized financial solutions tailored to each client's needs. As a member of FINRA and SIPC, we adhere to strict rules and regulations to ensure the security and privacy of our clients' information. We appreciate referrals and look forward to helping your friends and family members reach their financial objectives. Contact us today to schedule a meeting and discuss what's most important to you.
5407 N McColl Rd Ste A, McAllen, TX 78504, United States -
Alex Rivas: Primerica - Financial Services
● ClosedAlex Rivas: Primerica - Financial Services is an insurance agency located at 1300 North 10th Street in McAllen, Texas. We specialize in providing a wide range of financial services to help our clients achieve their financial goals and secure their future. Our team of professionals is dedicated to providing personalized and comprehensive insurance solutions to meet the unique needs of each individual or family. Whether you are looking for life insurance, investments, or retirement planning, we are here to help you every step of the way. Visit us today to learn more about how we can assist you in securing your financial future.
1300 N 10th St STE 340-A, McAllen, TX 78501, United States -
Edward Jones - Financial Advisor: Keith E Moore, CFP®
● OpenEdward Jones - Financial Advisor: Keith E Moore, CFP® is a reputable financial institution located at 1300 North 10th Street in McAllen, Texas. As a Certified Financial Planner®, Keith E Moore offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized service and comprehensive financial planning, Edward Jones is dedicated to helping individuals and families make informed decisions about their investments, retirement planning, and wealth management. Visit us today to start planning for a secure financial future.
1300 N 10th St Ste 240, McAllen, TX 78501, United States -
Edward Jones - Financial Advisor: David H Salinas Jr
● OpenEdward Jones - Financial Advisor: David H Salinas Jr is a reputable finance institution located at 6500 North 10th Street in McAllen, Texas, United States. As a trusted financial advisor, David H Salinas Jr provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: David H Salinas Jr is dedicated to helping individuals and families secure their financial future.
6500 N 10th St suite s, McAllen, TX 78504, United States -
Merrill Lynch Financial Advisor MARK GARZA
● OpenMerrill Lynch Financial Advisor MARK GARZA, located at 200 South 10th Street in McAllen, Texas, is a reputable finance institution dedicated to providing exemplary client service. Recognized by Forbes as a "Top Women Wealth Advisors Best-in-State," our team of experienced professionals is committed to building strong client relationships based on trust and personalized service. We focus on understanding your family, goals, and priorities to create a personalized financial plan that helps you pursue your goals while managing investment risk. With access to the resources of Merrill and Bank of America, we offer comprehensive financial solutions tailored to your needs. Our goal is to help you achieve financial success by staying informed and making informed investment decisions. Contact us today to start working towards your financial goals with a dedicated Merrill Lynch Wealth Management Advisor.
200 S 10th St Suite 1002, McAllen, TX 78505, United States -
Drake Barnes - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDrake Barnes, a financial advisor at Ameriprise Financial Services, LLC, located at 3008 North McColl Road in McAllen, Texas, offers a wide range of expertise and certifications to help clients with their financial needs. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Drake Barnes is well-equipped to provide personalized financial advice tailored to each client's unique situation. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, Drake Barnes has the knowledge and experience to assist you. With a commitment to ethical practices and ongoing education, Drake Barnes is dedicated to helping individuals and small business owners achieve their financial goals. Contact Drake Barnes today to schedule a consultation and start planning for a secure financial future.
3008 N McColl Rd Ste B, McAllen, TX 78501, United States -
Merrill Lynch Financial Advisor Rodolfo Gomez
● OpenMerrill Lynch Financial Advisor Rodolfo Gomez, located at 200 South 10th Street in McAllen, Texas, is a finance institution with a focus on serving high net worth investors. With 25 years of experience in the financial services industry, Rodolfo holds a bachelor's degree in Marketing and an MBA in Finance from The University of Texas Pan American. He is dedicated to understanding each client's needs, concerns, and priorities in order to provide personalized financial planning services. Rodolfo follows a disciplined process that begins with a thorough understanding of each client's goals and priorities. He holds the Certified Investment Management Analyst designation and is committed to delivering excellent service. Merrill Personal Wealth Analysis™ is used to build and document a personalized financial plan tailored to each client's unique objectives.
200 S 10th St Suite 1002, McAllen, TX 78505, United States -
Valley Financial Est Planning
● ClosedValley Financial Est Planning is an insurance agency located at 323 West Nolana Avenue in McAllen, Texas, United States. We specialize in providing comprehensive financial planning services to help individuals and families secure their future. Our experienced team of financial advisors offers personalized solutions tailored to meet each client's unique needs and goals. Whether you are looking to protect your assets, plan for retirement, or invest for the future, Valley Financial Est Planning is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.
323 W Nolana Ave, McAllen, TX 78504, United States -
Buckner Children and Family Services McAllen
● ClosedBuckner Children and Family Services McAllen is a ministry located at 5425 North McColl Road in McAllen, Texas, United States. Our mission is to serve vulnerable children and families in the Rio Grande Valley by providing resources and support to protect children, strengthen families, and transform generations. The Varlack family, for example, opened their home to children in need through Buckner Foster Care and Adoption, showing love, encouragement, and faith. Mario, a single father living in poor conditions, found support through counseling and classes at the Buckner Family Hope Center. Anjali and Adan were able to qualify for a new home and change their family's trajectory through Buckner Healthy Housing and Family Hope Center courses.
5425 N McColl Rd ste a, McAllen, TX 78504, United States -
Insurance Advisors Agency
● OpenInsurance Advisors Agency is a trusted health insurance agency located at 2916 North McColl Road in McAllen, Texas. Our experienced advisors are dedicated to helping individuals and families find the best insurance coverage to meet their needs. Whether you are looking for health insurance for yourself or your loved ones, we are here to provide personalized guidance and support. Contact us today to learn more about our services and how we can help you protect your health and well-being.
2916 N McColl Rd, McAllen, TX 78501, United States -
Salgado Insurance
● ClosedSalgado Insurance is a reputable health insurance agency located at 1200 North 10th Street in McAllen, Texas, United States. With a commitment to providing top-notch insurance services, Salgado Insurance offers a wide range of health insurance options to meet the diverse needs of individuals and families. Their knowledgeable and friendly staff are dedicated to helping clients find the right coverage at the best possible rates. Trust Salgado Insurance to protect your health and financial well-being with their comprehensive insurance solutions.
1200 N 10th St Ste A, McAllen, TX 78501, United States -
Lincoln Heritage Life Insurance/Group Protection South Texas Funeral Advantage
● ClosedLincoln Heritage Life Insurance/Group Protection South Texas Funeral Advantage is an insurance agency located at 4900 West Expressway 83 in McAllen, Texas. We specialize in providing life insurance and group protection plans to our clients in the South Texas region. Our mission is to offer peace of mind and financial security to individuals and families during difficult times. With a focus on funeral advantages, we aim to help our clients plan for the future and protect their loved ones. Our experienced team is dedicated to providing personalized service and finding the best insurance solutions for each individual's needs. Contact us today to learn more about our services and how we can help you secure your financial future.
4900 W Expy 83 suite 237, McAllen, TX 78501, United States -
sonia i. martinez-garcia, new york life agent
● OpenSonia I. Martinez-Garcia is a trusted New York Life Agent located at 1101 Nightingale Avenue in McAllen, Texas. As an insurance agency, Sonia provides personalized and comprehensive insurance solutions to meet the needs of individuals and families. With a commitment to excellence and customer service, Sonia helps clients protect their financial future and achieve their goals. Contact Sonia I. Martinez-Garcia today to discuss your insurance needs and secure your peace of mind.
1101 Nightingale Ave, McAllen, TX 78504, United States -
World Finance
● ClosedWorld Finance is a leading financial institution located at 501 South Bicentennial Boulevard in McAllen, Texas. Specializing in providing loans and financial services to individuals and families, World Finance offers personalized solutions to meet the unique needs of each customer. With a commitment to excellence and customer satisfaction, World Finance is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about our services and how we can assist you with your financial needs.
501 S Bicentennial Blvd Ste A, McAllen, TX 78501, United States -
Famsa Loans
● ClosedFamsa Loans is a finance institution located at 2105 North 10th Street in McAllen, Texas, United States. They offer a variety of loan options to help individuals and families meet their financial needs. Whether you need a personal loan, auto loan, or mortgage, Famsa Loans is dedicated to providing excellent customer service and competitive rates. Visit their location today to learn more about their loan options and how they can help you achieve your financial goals.
2105 N 10th St, McAllen, TX 78501, United States -
Herrman & Herrman P.L.L.C. Car Accident Lawyers
● OpenHerrman & Herrman P.L.L.C. Car Accident Lawyers is a trusted institution located at 4121 North 23rd Street in McAllen, Texas, United States. If you have been seriously injured in a car accident in McAllen and need legal assistance, our experienced team of attorneys is here to help. We understand the financial and emotional stress that can come with such a situation and are dedicated to helping families move forward after serious injuries. With over 100 years of combined legal experience, our car accident lawyers have successfully resolved thousands of cases. We offer free consultations to review the details of your crash and discuss your legal options. Our team will work tirelessly to seek full compensation for your injuries and losses, including medical bills, lost income, and pain and suffering.
4121 N 23rd St, McAllen, TX 78504, United States -
The Private Bank at PlainsCapital
● ClosedThe Private Bank at PlainsCapital is a premier financial institution located at 7201 North 10th Street in McAllen, Texas. As a trusted provider of financial services, we offer personalized banking solutions to high-net-worth individuals, families, and businesses. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you're looking for wealth management, investment advice, or private banking services, The Private Bank at PlainsCapital is here to help you navigate the complex world of finance with confidence and peace of mind.
7201 N 10th St, McAllen, TX 78504, United States -
Animus Wealth Management, LLC
● ClosedAnimus Wealth Management, LLC is a finance institution located at 3600 North McColl Road in McAllen, Texas, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Trust Animus Wealth Management, LLC to help you secure your financial future.
3600 N McColl Rd, McAllen, TX 78501, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 200 South 10th Street in McAllen, Texas, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. Their experienced advisors provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services. The institution is committed to supporting local communities through volunteerism and charitable outreach. With a focus on understanding clients' personal and business needs, Merrill Lynch advisors use industry knowledge and resources to help clients pursue their financial goals and prepare for future challenges. They offer training, mentoring, and technology to support both new and experienced advisors in providing customized investment approaches and wealth management advice. Merrill Lynch has been training financial advisors since 1946, ensuring they have the skills and knowledge needed to assist clients in achieving their financial goals.
200 S 10th St Suite 1002, McAllen, TX 78505, United States -
Excelsis Global Private Wealth
● OpenExcelsis Global Private Wealth is a finance institution located at 200 South 10th Street in McAllen, Texas, United States. With over 175 years of combined financial services experience, our five teams of advisors are skilled in providing wealth management services to both international and domestic clients. We are bilingual, fluent in English and Spanish, and deeply rooted in South Texas. Our advisors have advanced academic degrees in international business, finance, and banking, and are committed to providing personalized service to each client. We offer goals-driven planning, sound strategies, and secure recommendations to help optimize your wealth management.
200 S 10th St Suite 501, McAllen, TX 78501, United States -
PNC Private Bank
● OpenPNC Private Bank is a prestigious financial institution located at 2020 South 10th Street in McAllen, Texas, United States. As a leading private bank, we offer personalized financial services and tailored solutions to meet the unique needs of our clients. Our team of experienced professionals is dedicated to providing expert advice and guidance to help individuals and families achieve their financial goals. Visit us today to experience the unparalleled service and expertise that sets PNC Private Bank apart.
2020 S 10th St, McAllen, TX 78503, United States -
PlanMember Securities
● ClosedPlanMember Securities is a finance institution located at 4309 North 10th Street in McAllen, Texas, United States. Specializing in investment and retirement planning services, PlanMember Securities helps individuals and families achieve their financial goals through personalized strategies and expert advice. With a team of experienced professionals, they offer a wide range of investment options and retirement plans to suit the needs of each client. Whether you are looking to grow your wealth or secure your future, PlanMember Securities is dedicated to helping you navigate the complex world of finance with confidence.
4309 N 10th St f2, McAllen, TX 78504, United States -
Thomas Hickey, CRPC,CMFC
● ClosedThomas Hickey, CRPC, CMFC is a finance institution located at 3700 North 10th Street in McAllen, Texas, United States. With a focus on providing expert financial planning and wealth management services, Thomas Hickey, CRPC, CMFC offers personalized solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to helping individuals and families navigate the complexities of investing, retirement planning, and more. Whether you are looking to grow your wealth or secure your financial future, Thomas Hickey, CRPC, CMFC is committed to providing the guidance and support you need.
3700 N 10th St #305, McAllen, TX 78501, United States -
C.R. Credit Repair
● OpenC.R. Credit Repair is a finance institution located in McAllen, Texas, United States. Our team of experts is dedicated to helping individuals repair and improve their credit scores. We offer personalized credit repair services to meet the unique needs of each client. Whether you are looking to buy a home, car, or simply improve your financial standing, C.R. Credit Repair is here to help you achieve your goals. Contact us today at 2703 West Expressway 83 to schedule a consultation and start your journey to better credit.
2703 W Expy 83, McAllen, TX 78503, United States -
PNC Private Bank
● OpenPNC Private Bank, located at 3900 North 10th Street in McAllen, Texas, is a prestigious financial institution offering personalized wealth management services to clients. With a focus on building strong relationships and providing tailored financial solutions, PNC Private Bank is dedicated to helping individuals and families achieve their financial goals. Whether you are looking for investment strategies, estate planning assistance, or personalized banking services, the experienced team at PNC Private Bank is committed to delivering exceptional service and expertise. Visit us today to learn more about how we can help you secure your financial future.
3900 N 10th St, McAllen, TX 78501, United States
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