The Best Fee based financial services in Georgetown, Texas

Merrill Lynch Financial Advisor Carol A Sandlin is a finance institution located at 501 South Austin Avenue, Suite 1110, Georgetown, Texas, United States. Carol Sandlin is dedicated to building and maintaining strong relationships with clients, helping them make important financial decisions. With a focus on personalized plans centered on individual goals, Merrill Personal Wealth Analysis™ is used to develop strategies for achieving financial objectives. As a Merrill financial advisor, Carol Sandlin educates clients on investing, helping them understand planning for wealth and navigate market challenges. By listening to clients' aspirations and priorities, she develops tailored approaches to manage, grow, and preserve wealth for the long term. Through ongoing conversations and assessments, Carol Sandlin ensures that financial plans align with clients' changing goals and life circumstances. With access to the resources of Merrill and Bank of America, she provides comprehensive financial solutions to address clients' needs. By getting to know clients on a personal level, Carol Sandlin creates financial approaches that reflect their unique personalities and priorities. With a focus on helping clients achieve their goals, she offers personalized investment strategies and comprehensive financial solutions. Carol Sandlin is registered to do business in multiple states and is committed to helping clients navigate the complexities of investing with a focus on personalized guidance and support.

Located at 2955 Dawn Drive in Georgetown, Texas, Jeffrey Cartledge - Thrivent is a finance institution offering a range of insurance, securities, and investment advisory services. With licensing in multiple states including AK, AR, CA, IL, KS, MN, NC, NE, NM, OH, OK, and TX, the institution also has a branch at 221 East Van Buren Avenue in Harlingen, TX. Thrivent and its financial professionals focus on providing advice and guidance through their Financial Planning Framework, with options for further planning engagement through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Clients can consult with appropriately appointed and licensed financial advisors for personalized financial planning and investment strategies. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.

Steven Lindsay - Thrivent is a finance institution located at 2955 Dawn Drive in Georgetown, Texas, United States. Licensing is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can also choose to engage further with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.