Finance security solutions in Universal City, Texas

Edward Jones - Financial Advisor: Bruce C Border, CFP® is a reputable finance institution located at 1320 South University Drive in Fort Worth, Texas, United States. Bruce C Border, a certified financial planner, provides expert financial advice and services to clients looking to secure their financial future. With a focus on personalized solutions and long-term growth, clients can trust Edward Jones to help them achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Bruce C Border and his team are dedicated to providing exceptional service and guidance every step of the way.

Dumas 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.

Daasfinancials is a finance institution located at 8786 Kennsington Street, Frisco, Texas, United States. We specialize in helping our clients identify opportunities, build diversified portfolios, and optimize returns for a secure financial future. Our comprehensive estate planning solutions include wills, trusts, power of attorney, and inheritance services. We offer retirement planning services that focus on creating personalized strategies tailored to your individual needs. Our expertise in financial services and products includes fixed annuities, IUL Plans, Guaranteed Universal Life (GUL) insurance, and Indexed annuities.

Merrill 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.

First Command Financial Advisor - Sherry Neeley is a trusted institution located at 2101 Pat Booker Road in Universal City, Texas, United States. Specializing in finance, Sherry Neeley provides expert financial advice and personalized strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, First Command Financial Advisor - Sherry Neeley is dedicated to helping individuals and families secure their financial future.

Pam Friedman, Robertson Stephens is a boutique finance institution located at 1308 Navasota Street in Austin, Texas, United States. Led by Managing Director and Principal Pam Friedman, who has nearly 30 years of financial planning and investment experience, the firm offers a comprehensive suite of wealth management solutions. Pam is a Certified Financial Planner™ professional and Certified Divorce Financial Analyst® who has authored books on marriage, divorce, and maintaining a healthy financial balance. She has been featured in various publications and on ABC News Radio. Pam is also a trained family law mediator and teaches financial topics in divorce to mediator trainees. The institution is known for its expertise in financial planning, investment strategies, and divorce planning. Pam holds an MBA, BBA, and BA in Finance and Economics from The University of Texas at Austin. The firm is dedicated to helping clients achieve their financial goals and maintain a healthy financial balance.

JJRB is a leading accounting and finance institution located at 6900 Dallas Parkway, Plano, Texas, United States. Our mission is to promote health and financial freedom through accounting and tax advice. We are the first professional firm in the world dedicated to preventing bankruptcy and fraud using technology and science. Our team consists of professionals from top universities and academies around the world, ready to connect with you at the click of a button. To access our services, a business consultancy is required to determine your company's specific needs and offer the right solutions. The first 30 minutes of consultation are free, with charges starting after 35 minutes. With our services, you can become the entrepreneur you've always wanted to be, starting from scratch and building your brand for eternity.

Sun Loan Company is a trusted finance institution located at 523 East University Drive in Edinburg, Texas, United States. Our dedicated team is committed to providing personalized loan solutions to help individuals achieve their financial goals. Whether you need a personal loan, auto loan, or installment loan, we are here to help. With competitive rates and flexible repayment options, Sun Loan Company is your go-to source for reliable financial assistance. Visit us today to learn more about how we can help you secure the funds you need.