Financial advisor for business in Midland, Texas
29 results found
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Brianna Ruiz Agency (Prominent Advisors LLC)
● OpenThe Brianna Ruiz Agency, operating under Prominent Advisors LLC, is a reputable health and insurance agency located at 3001 West Illinois Avenue in Midland, Texas, United States. With a dedicated team of experienced advisors, they offer personalized insurance solutions to meet the unique needs of each client. Whether you are looking for health coverage or insurance for your business, the Brianna Ruiz Agency is committed to providing top-notch service and guidance. Contact them today to discuss your insurance needs and secure your financial future.
3001 W Illinois Ave #2a, Midland, TX 79701, United States -
Global Wealth Advisors
● OpenGlobal Wealth Advisors, located at 601 North Marienfeld Street in Midland, Texas, is a finance institution dedicated to helping clients achieve their financial dreams with confidence. With a team of experienced professionals, we provide custom tailored financial planning solutions to help you navigate your complex financial goals, preferences, and risk tolerance. Our advisors have over 100 years of combined experience and offer fee-based advice to ensure transparency and trust. Whether you are planning for accumulation, protection, or passing on a legacy, we are here to help at every stage of life. We offer a free tax strategy guide to help you get a head start on your financial goals and create a personalized financial roadmap. Our advisors specialize in financial planning, tax reduction, investment strategies, and charitable planning to help you meet your goals. From addressing unique financial challenges faced by women breadwinners to exploring the benefits of establishing a private foundation, we provide valuable insights and strategies to help you make informed financial decisions.
601 N Marienfeld St Ste 322, Midland, TX 79701, United States -
Gene Abney Financial Planning
● OpenGene Abney Financial Planning is a finance institution located at 4305 North Garfield Street in Midland, Texas. As a licensed insurance agent and investment professional with Mutual of Omaha Insurance Company, Gene Abney is dedicated to providing clients with the guidance and consistent service needed to develop, implement, and maintain comprehensive business and individual strategies. Clients can trust in Gene Abney Financial Planning for expert financial advice and support. Please note that Insurance Agents who are not securities licensed will not be listed on the FINRA BrokerCheck website. Trust Gene Abney Financial Planning for all your financial needs.
4305 N Garfield St, Midland, TX 79705, United States -
Cosner Financial Group
● OpenCosner Financial Group is a reputable finance institution located in Midland, Texas. With a prime location at 1030 Andrews Highway, this group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Cosner Financial Group is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, Cosner Financial Group is committed to helping clients navigate the complexities of the financial world with expertise and integrity.
1030 Andrews Hwy # 112, Midland, TX 79701, United States -
Merrill Lynch Financial Advisor Carolina Marquez
● OpenMerrill Lynch Financial Advisor Carolina Marquez is a finance institution located at 300 North Marienfeld Street, Midland, Texas, United States. Carolina Marquez has over ten years of experience in financial services and specializes in addressing wealth management needs for a wide range of clients, including business owners, educators, and individuals in the oil and gas industry. She is bilingual in English and Spanish, providing strategic guidance to the Hispanic community on wealth structuring, investment management, and trust and estate planning services. Carolina is dedicated to providing exemplary service and believes in open communication with clients to simplify the complexities of wealth management. She offers retirement planning tools and personalized plans to help clients achieve their financial goals. Carolina earned her bachelor's degree in Business from the University of Texas of the Permian Basin and is actively involved in serving her community. As a Merrill Lynch Wealth Management Advisor, Carolina focuses on understanding her clients' goals and priorities to develop personalized investment strategies. She is registered to do business in CA, MN, NM, TX, and WI.
300 N Marienfeld St 8th Floor, Suite 800, Midland, TX 79701, United States -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a leading finance institution located at 1700 West Wall Street in Midland, Texas, United States. As a trusted provider of financial services, UBS offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. With a strong commitment to excellence and innovation, UBS strives to help clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, asset management, or investment advice, UBS Financial Services Inc. has the expertise and resources to assist you every step of the way.
1700 W Wall St Suite 220, Midland, TX 79701, United States -
In-Line Financial Services
● OpenIn-Line Financial Services, located at 1919 North Loop West in Houston, Texas, is a finance institution specializing in retirement planning and tax savings. Licensed agent John Gilbert has been serving clients in Texas since 2002, with a focus on helping individuals working for non-profit organizations such as schools, churches, and museums. In addition to retirement plans for educators and religious institutions, In-Line Financial Services also offers assistance with IRA and Roth IRA tax shelter annuities for self-employed individuals and others. As an independent agent representing companies like National Life Group and Midland National, John Gilbert can help clients save for retirement through pretax contributions to a 403b tax shelter annuity plan. With over a decade of experience, In-Line Financial Services works with a wide range of businesses, school districts, and churches to tailor solutions that meet each client's specific investment needs. Contact In-Line Financial Services today to start maximizing your retirement savings and minimizing your taxes.
1919 N Loop W, Houston, TX 77008, United States -
Norma Whitsitt - RBC Wealth Management Financial Advisor
● OpenNorma Whitsitt - RBC Wealth Management Financial Advisor is a reputable financial institution located at 550 West Texas Avenue in Midland, Texas, United States. With a focus on providing personalized financial planning and investment services, Norma Whitsitt is dedicated to helping clients achieve their financial goals. As a trusted advisor, Norma Whitsitt offers expert guidance and strategic advice to individuals and businesses looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Norma Whitsitt - RBC Wealth Management Financial Advisor is committed to providing top-notch financial solutions tailored to your specific needs.
550 W Texas Ave Suite 120, Midland, TX 79701, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a reputable finance institution located at 6 Desta Drive in Midland, Texas, United States. With a team of experienced financial advisors, they provide expert guidance and solutions for individuals and businesses looking to manage their wealth, investments, and financial goals. Whether you are planning for retirement, saving for education, or growing your portfolio, Morgan Stanley Financial Advisors offers personalized services to help you achieve financial success. Trust in their expertise and dedication to help you navigate the complexities of the financial world and secure your financial future.
6 Desta Dr Ste 1900, Midland, TX 79705, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a financial institution located at 508 West Wall Street in Midland, Texas, United States. As one of the leading financial advisory firms in the country, Wells Fargo Advisors offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, the experienced team at Wells Fargo Advisors is dedicated to providing personalized and comprehensive financial guidance. With a commitment to integrity and excellence, Wells Fargo Advisors is a trusted partner for all your financial needs.
508 W Wall St Suite 1050, Midland, TX 79701, United States -
Bank of America Private Client Advisor Sean Low
● OpenBank of America Private Client Advisor Sean Low is located at 303 West Wall Street in Midland, Texas, United States. Sean Low is a Senior Vice President and Private Client Advisor with Bank of America Private Bank, specializing in working with private business owners, entrepreneurs, executives, high-net-worth families, and philanthropic institutions to address their financial priorities. With over 20 years of experience in investment management, lending, private equity, and investment banking, Sean and his team focus on implementing cohesive strategies to leverage the offerings at the Private Bank. Sean holds a B.S. in finance from Lubbock Christian University and an M.B.A. from Texas Tech University, and also holds the Chartered Financial Analyst® designation. He is actively involved in various organizations and serves on multiple boards in the community. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, and creating strategies tailored to meet the unique needs and goals of each client. With a history of over 200 years, Bank of America Private Bank is committed to helping clients achieve their financial objectives, whether it be preserving wealth, building philanthropic legacies, or planning for future growth. They provide disciplined financial strategies and innovative solutions to help clients navigate the complexities of the financial landscape. Please note that the Bank of America Private Bank website may redirect you to FINRA'S BrokerCheck, and investing involves risk. Consult your legal and tax advisors before making any financial decisions.
303 W Wall St, Midland, TX 79701, United States -
Judy Galbraith - RBC Wealth Management Financial Advisor
● OpenJudy Galbraith - RBC Wealth Management Financial Advisor is a trusted financial institution located at 550 West Texas Avenue in Midland, Texas. As a reputable financial advisor, Judy Galbraith provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, Judy Galbraith offers tailored solutions to meet the unique needs of each individual or business. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Judy Galbraith - RBC Wealth Management Financial Advisor is dedicated to providing top-notch financial advice and support.
550 W Texas Ave Suite 120, Midland, TX 79701, United States -
James Vasquez - Mutual of Omaha Advisor
● OpenJames Vasquez - Mutual of Omaha Advisor is a trusted insurance agency located at 4305 North Garfield Street in Midland, Texas, United States. As a licensed insurance agent with Mutual of Omaha Insurance Company, James Vasquez is dedicated to providing clients with the guidance and consistent service needed to develop, implement, and maintain a comprehensive business and individual strategy. Whether you are seeking insurance for your business or personal needs, James Vasquez is committed to helping you find the right coverage options to protect what matters most to you. Contact James Vasquez - Mutual of Omaha Advisor today for personalized insurance solutions.
4305 N Garfield St Ste 207, Midland, TX 79705, United States -
INTUITIVE SOLUTIONS - Commercial Insurance & Wealth Strategies, LLC
● OpenINTUITIVE SOLUTIONS - Commercial Insurance & Wealth Strategies, LLC is a trusted institution located at 2101 West Wadley Avenue in Midland, Texas, United States. Specializing in finance, health, and insurance services, our team of experts is dedicated to providing personalized solutions to meet the unique needs of our clients. With a focus on commercial insurance and wealth strategies, we strive to help businesses and individuals protect their assets and achieve their financial goals. Trust INTUITIVE SOLUTIONS to provide comprehensive and intuitive solutions for all your insurance and wealth management needs.
2101 W Wadley Ave Suite 201, Midland, TX 79705, United States -
Western Finance
● OpenWestern Finance is a versatile institution located at 3312 West Illinois Avenue in Midland, Texas, United States. We offer a range of services including accounting, electronics, finance, general contracting, home goods, and retail. Our experienced team is dedicated to providing top-notch service and expertise in all areas of our business. Whether you need help with your taxes, are looking for the latest gadgets, or need assistance with financing, Western Finance is here to help. Visit us today to see how we can meet all your financial and retail needs.
3312 W Illinois Ave, Midland, TX 79703, United States -
Triple M Funding LLC
● OpenTriple M Funding LLC is a finance institution located at 3323 Midland Drive in Midland, Texas, United States. We specialize in providing funding solutions for businesses and individuals looking to achieve their financial goals. Our team of experienced professionals works closely with clients to tailor funding options that best suit their needs. Whether you are looking to start a new business, expand your current operations, or simply need some extra cash flow, Triple M Funding LLC is here to help. Contact us today to learn more about how we can assist you in achieving your financial objectives.
3323 Midland Dr STE 113 #1005, Midland, TX 79707, United States -
Prosperity Bank
● OpenProsperity Bank is a trusted financial institution located at 4200 West Wadley Avenue in Midland, Texas, United States. As a full-service bank, we offer a wide range of financial services to meet the needs of our customers, including personal and business banking, loans, mortgages, and investment services. Our convenient ATM services allow customers to access their funds easily and securely. With a commitment to providing exceptional customer service and helping individuals and businesses achieve their financial goals, Prosperity Bank is a reliable partner for all your banking and financial needs.
4200 W Wadley Ave, Midland, TX 79707, United States -
Syntal Capital Partners
● OpenSyntal Capital Partners is a finance institution located at 1901 Heritage Boulevard in Midland, Texas, United States. Since 1998, we have been providing guidance to entrepreneurs, business owners, and families with the goal of preserving, enhancing, and transferring wealth through effective and creative strategies tailored to match income needs and risk tolerance. Our philosophy is that "wealth is the ability to fully experience life," and we work closely with our clients to address their financial challenges and transitions, especially during liquidity events. With expertise across multiple business sectors such as Energy, Real Estate, Technology, and Consumer Products, we provide customized solutions to meet the unique needs of each client.
1901 Heritage Blvd, Midland, TX 79707, United States -
Campbell Securities LLC
● OpenCampbell Securities LLC is a finance institution located at 415 West Wall Street in Midland, Texas, United States. Our focus is on determining where we are in the Business Cycle and Investing Sentiment to provide the best financial services to our clients. We offer securities-related services to residents of specific states listed on our website and through Wells Fargo Advisors Financial Network, LLC. Please note that our services may not be available to individuals residing outside of the U.S. Our firm is not responsible for the opinions and actions of third parties on Social Media platforms. It is important to be aware that by clicking on any external links, you will be leaving the Wells Fargo website and entering a privately owned website. We recommend reviewing the terms and conditions of any third-party websites before providing any personal information.
415 W Wall St # 2120, Midland, TX 79701, United States -
ACE Credit Consulting
● OpenACE Credit Consulting is a reputable institution located at 602 North Baird Street in Midland, Texas, United States. Specializing in consumer, business, and mortgage credit, we offer legal credit education and correction services to help individuals navigate the complexities of credit reporting agencies. Our experienced team guides clients through the entire process, preparing all necessary documentation without the burden of long-term contracts. With our reasonable fees and commitment to seeing results, we work diligently to improve credit profiles and scores, ultimately helping clients achieve their financial goals. Through our services, a majority of clients experience a significant increase in their credit score within the first 35 days, with an average increase of 80 points over the course of 180 days. We pride ourselves on our success in removing negative items from credit reports, providing solutions for issues such as bankruptcies, foreclosures, collections, and more. Additionally, we recommend credit monitoring services to help clients stay informed about changes to their credit reports and identify potential identity theft. Trust ACE Credit Consulting to help you achieve a great credit report and unlock the opportunities it brings.
602 N Baird St, Midland, TX 79701, United States -
Edward Jones
● OpenEdward Jones is a renowned finance institution located at 2101 Midland Drive in Midland, Texas, United States. With a strong presence in the financial industry, Edward Jones offers a wide range of financial services and solutions to help individuals and businesses achieve their financial goals. Their team of experienced financial advisors provide personalized advice and guidance to clients, ensuring they make informed decisions about their investments and finances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones is committed to helping you succeed.
2101 Midland Dr #2a, Midland, TX 79707, United States -
Aimee Valenzuela, LLC
● OpenAimee Valenzuela, LLC is a reputable accounting and finance institution located at 1401 North Garfield Street in Midland, Texas, United States. Our team of skilled professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Aimee Valenzuela, LLC is here to help. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
1401 N Garfield St, Midland, TX 79701, United States -
Mesa Pointe Wealth
● OpenMesa Pointe Wealth is a finance institution located at 1004 North Big Spring Street in Midland, Texas, United States. We specialize in assisting successful small business owners and high net worth individuals and their families in navigating the complex world of financial decisions. Our team understands the challenges of managing investments, financial risks, taxes, and estate plans, and we are dedicated to serving as your close partner, fiduciary, and advocate. We create tailored solutions and structured financial plans to help you achieve your goals for today, tomorrow, and future generations. As a Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC, we are committed to providing personalized recommendations that align with your personal values and aspirations. Trust Mesa Pointe Wealth to professionally manage your financial well-being with respect and integrity.
1004 N Big Spring St Suite 107, Midland, TX 79701, United States -
Frost Bank
● OpenFrost Bank is a trusted financial institution located at 800 West Wadley Avenue in Midland, Texas, United States. As a full-service bank, Frost Bank offers a wide range of banking and financial services to meet the needs of individuals and businesses. Whether you need to access cash at the ATM, open a checking or savings account, or apply for a loan, Frost Bank is here to help. With a strong reputation for customer service and community involvement, Frost Bank is a reliable choice for all your banking needs.
800 W Wadley Ave, Midland, TX 79705, United States -
Jackson Hewitt Tax Service
● OpenJackson Hewitt Tax Service located at 200 Interstate 20 in Midland, Texas, offers expert tax preparation services for individuals and businesses. While tax advance loans are no longer available this year, our Tax Pros are dedicated to helping you maximize your refund. Our convenient drop-off service allows you to leave your tax documents with us, and a Tax Pro will handle the rest, including a final review and e-signing over a quick call. Our Tax Pros are fluent in both English and Spanish, catering to Hispanic clients. Located inside Walmart, you can get your taxes done while you shop, ensuring you receive your biggest refund guaranteed. While Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off services, and assistance with IRS letters.
200 I-20, Midland, TX 79701, United States -
H&R Block
● OpenH&R Block in Midland, Texas is a renowned institution specializing in accounting and finance services. Located at 1101 North Midkiff Road, this trusted establishment offers expert tax preparation, financial planning, and consulting services to individuals and businesses alike. With a team of highly skilled professionals, H&R Block is dedicated to providing top-notch financial solutions to help clients achieve their goals and maximize their financial success. Whether you need assistance with tax filing, retirement planning, or investment strategies, H&R Block is the go-to institution for all your accounting and finance needs in Midland, Texas.
1101 N Midkiff Rd, Midland, TX 79701, United States -
Weaver
● OpenWeaver is a reputable accounting and finance institution located at 400 West Illinois Avenue in Midland, Texas, United States. With a team of experienced professionals, Weaver offers a wide range of financial services to individuals and businesses, including tax preparation, auditing, consulting, and financial planning. Clients can trust Weaver to provide accurate and reliable financial guidance to help them achieve their goals and make informed decisions. With a commitment to excellence and client satisfaction, Weaver is a trusted partner for all accounting and finance needs.
400 W Illinois Ave #1550, Midland, TX 79701, United States -
Taylor Christine W CPA
● OpenTaylor Christine W CPA is a reputable accounting and finance institution located at 4400 North Big Spring Street in Midland, Texas, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation to financial planning, Taylor Christine W CPA is dedicated to providing top-notch services to their clients. Contact them today to see how they can assist you with your accounting and finance needs.
4400 N Big Spring St Suite A1, Midland, TX 79705, United States -
James John M CPA
● OpenJames John M CPA is a reputable accounting and finance institution located at 303 West Wall Street in Midland, Texas, United States. With a team of experienced and knowledgeable CPAs, they provide a wide range of services including tax preparation, financial planning, and business consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses seeking professional financial guidance. Visit James John M CPA to experience top-notch accounting services tailored to your specific needs.
303 W Wall St, Midland, TX 79701, United States
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