TOP 30 Financial advisor for investment portfolio in Texas
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Merrill Lynch Financial Advisor Angelica LaGrange
Merrill Lynch Financial Advisor Angelica LaGrange is a finance institution located at 200 South 10th Street, McAllen, Texas, United States. The team at Merrill is dedicated to providing exemplary client service and building strong client relationships based on trust and personalized service. Angelica LaGrange has been recognized by Forbes as one of the "Top Women Wealth Advisors Best-in-State” in 2024. With the global resources of Merrill, the team is committed to helping clients pursue their financial goals while managing investment risk. By understanding each client's unique needs and priorities, Merrill Lynch Wealth Management Advisors create personalized plans to help clients achieve their financial aspirations. The team focuses on potential solutions to turn goals into reality, whether it's planning for retirement, saving for a home, or funding a child's education. With access to investment insights from Merrill and banking solutions from Bank of America, clients can develop an approach tailored to their financial needs. The team at Merrill believes in the power of the right advisor to provide personalized investment strategies and comprehensive financial solutions. Whether it's updating a financial approach to reflect changes in life or discussing adjustments needed to stay on track, Merrill Lynch Financial Advisor Angelica LaGrange is dedicated to helping clients achieve their financial goals.
Drake Barnes - Financial Advisor, Ameriprise Financial Services, LLC
Drake 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.
Edward Jones - Financial Advisor: Katrina Morris, AAMS™|CRPC™
Edward Jones - Financial Advisor: Katrina Morris, AAMS™|CRPC™ is a reputable financial institution located at 700 East 2nd Street in Alice, Texas, United States. As a trusted financial advisor, Katrina Morris, AAMS™|CRPC™ offers personalized financial planning services to help individuals and families achieve their financial goals. With a focus on asset management and retirement planning, clients can rely on Katrina Morris to provide expert guidance and support in navigating the complexities of the financial world. Whether you are looking to build wealth, save for retirement, or protect your assets, Edward Jones - Financial Advisor: Katrina Morris, AAMS™|CRPC™ is dedicated to helping you secure a prosperous financial future.
Edward Jones Investments
Edward Jones Investments is a finance institution located at 801 North Republic Street in Weslaco, Texas. With a strong presence in the United States, Edward Jones is dedicated to providing personalized investment services and financial planning to help individuals achieve their long-term financial goals. Their team of experienced financial advisors offer tailored solutions to help clients build wealth and secure their financial future. Whether you are saving for retirement, planning for your children's education, or looking to grow your investments, Edward Jones Investments is committed to helping you make smart financial decisions.
Jason Carter - Financial Advisor, Ameriprise Financial Services, LLC
Located in Harlingen, Texas, Jason Carter - Financial Advisor at Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial goals. As the winner of the wealth manager category in Kiplinger Readers’ Choice Awards 2023, Jason Carter provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, clients can track their financial journey securely from any device. Backed by the Ameriprise Investment Research Group, Jason Carter offers expert guidance on market conditions and investment impacts. Residents in states where Jason Carter is registered can schedule a complimentary initial consultation to discuss their financial priorities. Ameriprise Financial Services, LLC, is a member of FINRA and SIPC, ensuring privacy and security for clients. Contact Jason Carter today to start planning for a secure financial future.
Wells Fargo Advisors
Wells Fargo Advisors is a financial institution located at 1247 Stuart Place Road in Palm Valley, Texas, United States. As a trusted name in finance, Wells Fargo Advisors offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced financial advisors, they provide personalized guidance and support to help clients make informed decisions about their money. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Wells Fargo Advisors is dedicated to helping you secure a prosperous financial future.
AXA Advisors
AXA Advisors is a financial institution located at 1728 Boca Chica Boulevard in Brownsville, Texas, United States. Specializing in financial planning and wealth management, AXA Advisors offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, AXA Advisors provides personalized solutions tailored to each client's unique needs. Whether you are looking to invest for the future, plan for retirement, or protect your assets, AXA Advisors can help you navigate the complexities of the financial world. Visit their office in Brownsville today to start planning for a secure financial future.
Edward Jones - Financial Advisor: Jay Craddock
Edward Jones - Financial Advisor: Jay Craddock is a finance institution located at 1028 Halsell Street in Bridgeport, Texas, United States. Jay Craddock is a dedicated financial advisor who helps clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a focus on long-term relationships and exceptional customer service, Jay Craddock and the team at Edward Jones provide expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Jay Craddock is committed to helping you make informed decisions and build a strong financial foundation.
Edward Jones - Financial Advisor: Scott Cox
Edward Jones - Financial Advisor: Scott Cox is a trusted finance institution located at 3010 East US Highway 377 in Granbury, Texas. As a dedicated financial advisor, Scott Cox provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a commitment to building long-lasting relationships based on trust and integrity, Edward Jones - Financial Advisor: Scott Cox is the go-to destination for individuals looking for expert financial guidance in the Granbury area.
Edward Jones - Financial Advisor: Tony Mobly, CFP®|AAMS™
Edward Jones - Financial Advisor: Tony Mobly, CFP®|AAMS™ is a trusted financial institution located at 510 West Pearl Street in Granbury, Texas, United States. Specializing in providing personalized financial planning services, Tony Mobly, a Certified Financial Planner and Accredited Asset Management Specialist, is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers comprehensive wealth management solutions tailored to individual needs. Whether you are planning for retirement, saving for college, or investing for the future, Tony Mobly and his team are committed to guiding you every step of the way.
Edward Jones - Financial Advisor: Jake Crawford, CFP®|AAMS™|CRPC™|CRPS™
Edward Jones - Financial Advisor: Jake Crawford, CFP®|AAMS™|CRPC™|CRPS™ is a reputable finance institution located at 8401 Jacksboro Highway, Lakeside, Texas, United States. Jake Crawford, a Certified Financial Planner (CFP®) and holder of various professional designations, offers expert financial advice and services to help individuals and families achieve their financial goals. With a commitment to personalized service and a comprehensive approach to financial planning, Edward Jones - Financial Advisor: Jake Crawford is dedicated to helping clients secure their financial future.
Edward Jones - Financial Advisor: Casey L Carlisle
Edward Jones - Financial Advisor: Casey L Carlisle is a reputable finance institution located at 8501 US Hwy 377S in Benbrook, Texas, United States. As a dedicated financial advisor, Casey L Carlisle offers personalized investment and wealth management services to help clients achieve their financial goals. With a commitment to integrity and client satisfaction, this institution provides expert financial guidance and support to individuals and families in the Benbrook area. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Casey L Carlisle is here to help you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: Nichelle L Davis
Edward Jones - Financial Advisor: Nichelle L Davis is a reputable finance institution located at 590 Farm to Market Road 156 in Haslet, Texas, United States. As a trusted financial advisor, Nichelle L Davis 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: Nichelle L Davis is dedicated to helping individuals and families secure their financial future.
Christopher Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
Christopher Smith is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 9800 Hillwood Parkway in Fort Worth, Texas, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Christopher Smith specializes in providing expert financial advice and services to individuals and small business owners. Whether you need assistance with asset management, retirement planning, estate planning, or investment strategies, Christopher Smith has the knowledge and expertise to help you achieve your financial goals. Contact Christopher Smith today to learn more about how he can help you secure your financial future.
Nicholas Godfrey - Financial Advisor, Ameriprise Financial Services, LLC
Nicholas Godfrey - Financial Advisor at Ameriprise Financial Services, LLC, located in Fort Worth, Texas, offers personalized financial planning services to help clients achieve their goals, whether it's retirement, education, or making a major purchase. With a focus on individual goals and risk tolerance, Nicholas provides investment recommendations and portfolio analysis, regularly reviewing progress and adjusting strategies as needed. Clients can easily access their accounts and track progress online, with the option for a complimentary initial consultation to get started. Additionally, Nicholas offers insurance solutions to protect assets and loved ones from unexpected events. Securities and investment advisory services are offered through Ameriprise Financial Services, LLC, ensuring clients receive professional guidance and support. With a commitment to privacy and security, clients can trust in the expertise and dedication of Nicholas Godfrey and Ameriprise Financial Services, LLC.
Edward Estes - Financial Advisor, Ameriprise Financial Services, LLC
Edward Estes is a financial advisor at Ameriprise Financial Services, LLC located at 5600 Clearfork Main Street in Fort Worth, Texas. With a focus on providing personalized financial solutions, Edward has a wealth of experience and expertise in helping clients achieve their financial goals. By reviewing his background, credentials, and experience, you can determine if his approach aligns with your needs. To get started, simply fill out the "Request consultation" form on the website to connect with Edward. He will then reach out to you to schedule a complimentary initial consultation to discuss your financial objectives and create a customized plan to help you reach them.
Shawn D Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
Shawn D Smith - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5600 Clearfork Main Street in Fort Worth, Texas, is a finance institution offering a wide range of specialized certifications and designations. With expertise in asset management, investment strategies, estate planning, retirement planning, and more, Shawn D Smith and his team are dedicated to providing tailored financial solutions to individuals, retirees, small business owners, and high net worth clients. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, clients can trust in the knowledge and professionalism of the team at Ameriprise Financial Services. Whether you are looking for guidance on portfolio management, estate planning, retirement strategies, or specialized financial needs, Shawn D Smith is committed to helping you achieve your financial goals with integrity and expertise. Contact Shawn D Smith - Private Wealth Advisor at Ameriprise Financial Services, LLC today to schedule a consultation and start planning for your financial future.
Edward Jones - Financial Advisor: Ezra O Caballero
Edward Jones - Financial Advisor: Ezra O Caballero is a trusted finance institution located at 7837 Summer Creek Drive in Fort Worth, Texas, United States. With a focus on personalized financial planning and investment strategies, Ezra O Caballero provides expert guidance and support to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones - Financial Advisor: Ezra O Caballero is dedicated to helping you navigate the complex world of finance with confidence and clarity. Contact them today to schedule a consultation and take the first step towards a more secure financial future.
Allstate Personal Financial Representative: Jack Cline
Allstate Personal Financial Representative: Jack Cline is a finance and insurance agency located at 4516 Boat Club Road in Fort Worth, Texas, United States. Jack Cline offers personalized financial services to help individuals and families achieve their financial goals. With a focus on providing reliable insurance options and sound investment strategies, Jack Cline is dedicated to helping clients secure their financial future. Whether you are looking for insurance coverage or investment advice, Allstate Personal Financial Representative: Jack Cline is here to provide expert guidance and support.
Edward Jones - Financial Advisor: Jason R Valek, AAMS™
Edward Jones - Financial Advisor: Jason R Valek, AAMS™ is a reputable finance institution located at 801 Farm to Market Road 1187 in Crowley, Texas, United States. Specializing in providing personalized financial advice and services, Jason R Valek, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones - Financial Advisor: Jason R Valek, AAMS™ for expert guidance and support in navigating the complexities of the financial world.
Linc Campbell - Private Wealth Advisor, Ameriprise Financial Services, LLC
Linc Campbell - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5600 Clearfork Main Street, Fort Worth, Texas, United States. Linc Campbell specializes in providing comprehensive wealth management services to individuals, including investment concepts, asset management, estate planning, retirement planning, and more. The team at Linc Campbell includes professionals with various certifications and designations, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate their expertise in areas such as portfolio management, fiduciary practices, estate planning, and financial planning for specific demographics like retirees, small business owners, and high net worth clients. Additionally, Linc Campbell offers specialized services for domestic partners, philanthropy, divorce financial analysis, and exit planning for entrepreneurs. With a focus on ethical practices and continuing education, Linc Campbell is dedicated to helping clients achieve their financial goals and secure their financial future.
Trey Elsesser - Financial Advisor, Ameriprise Financial Services, LLC
Trey Elsesser is a financial advisor at Ameriprise Financial Services, LLC located at 5600 Clearfork Main Street in Fort Worth, Texas. Trey holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Trey is dedicated to providing comprehensive financial planning services to individuals and businesses, specializing in asset management, retirement planning, estate planning, and investment strategies. With a strong commitment to ethics and professionalism, Trey Elsesser is a trusted advisor for clients seeking expert financial guidance.
Edward Jones - Financial Advisor: John E Marquart, CFP®|CEPA®
Edward Jones - Financial Advisor: John E Marquart, CFP®|CEPA® is a reputable financial institution located at 100 Lexington Street in Fort Worth, Texas, United States. With a focus on providing personalized financial planning and investment services, John E Marquart, a certified financial planner and certified exit planning advisor, offers expert guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or build wealth for the future, Edward Jones - Financial Advisor: John E Marquart, CFP®|CEPA® is dedicated to helping you navigate the complexities of the financial world with confidence and clarity.
Financial Serenity - Ian Powell
Financial Serenity - Ian Powell, located at 124 South Main Street in Burleson, Texas, is a finance institution dedicated to helping clients achieve financial peace of mind. Whether you are looking to invest, plan for retirement, or protect your assets, our team of experts is here to guide you every step of the way. What sets us apart is our commitment to personalized service and our passion for helping our clients reach their financial goals. Ready for Financial Serenity? Book your free consultation now and let us help you secure your financial future. Please note that investments involve risk and it is important to consult with a qualified financial adviser before making any decisions. Insurance products and services are also available through Financial Serenity and our licensed insurance agents.
Edward Jones - Financial Advisor: Cliff Moore
Edward Jones - Financial Advisor: Cliff Moore is a reputable finance institution located at 1351 Southwest Wilshire Boulevard in Burleson, Texas. As a trusted financial advisor, Cliff Moore provides personalized investment and wealth management services to individuals and families in the area. With a focus on building long-term relationships and helping clients achieve their financial goals, Edward Jones - Financial Advisor: Cliff Moore is dedicated to providing expert guidance and exceptional customer service. Visit their office today to start planning for a secure financial future.
Oates Financial and Tax Services
Oates Financial and Tax Services is a trusted institution located at 250 Northwest Tarrant Avenue in Burleson, Texas, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, we are here to assist you every step of the way. With our commitment to excellence and personalized approach, you can trust Oates Financial and Tax Services to help you achieve your financial goals.
Laura High - RBC Wealth Management Financial Advisor
Laura High - RBC Wealth Management Financial Advisor is a trusted financial institution located at 3230 Camp Bowie Boulevard in Fort Worth, Texas. As a dedicated financial advisor, Laura High and her team provide personalized wealth management services to help individuals and families achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, Laura High - RBC Wealth Management is committed to helping clients secure their financial future. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Laura High and her team are here to help you navigate the complexities of the financial world. Visit us today to learn more about our comprehensive financial planning services.
Edward Jones - Financial Advisor: Scott D Blattner, AAMS™
Edward Jones - Financial Advisor: Scott D Blattner, AAMS™ is a reputable finance institution located at 320 South Oak Street in Roanoke, Texas, United States. With a focus on providing personalized financial planning and investment services, Scott D Blattner, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for college, or build your investment portfolio, Scott D Blattner, AAMS™ offers expert guidance and tailored solutions to meet your individual needs. Trust in the expertise and professionalism of Edward Jones - Financial Advisor: Scott D Blattner, AAMS™ for all your financial needs.
Planned Success Financial Service
Planned Success Financial Service is a premier finance institution located at 4532 Fern Valley Drive in Fort Worth, Texas, United States. Our dedicated team of financial experts is committed to helping our clients achieve their financial goals and plan for a successful future. We offer a wide range of financial services including investment planning, retirement planning, wealth management, and more. With personalized attention and tailored solutions, we strive to provide our clients with the tools and resources they need to secure their financial well-being. Trust Planned Success Financial Service to guide you towards a prosperous and secure financial future.
Kelly Just - Private Wealth Advisor, Ameriprise Financial Services, LLC
Kelly Just - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 8309 Whitley Road, Watauga, Texas, United States, is a finance institution that offers a range of specialized certifications and designations for their advisors. These include the AAMS™ certification for asset management, the ADPA™ certification for domestic partnership planning, the AEP® designation for estate planners, the AIF® designation for fiduciary practices, the APMA™ designation for portfolio management, the AWMA℠ certification for asset management needs, and many more. Additionally, the institution offers certifications in areas such as behavioral finance, philanthropy, annuities, retirement planning, divorce financial analysis, estate planning, exit planning, financial planning, mutual funds, special needs consulting, investment management, long-term care planning, life insurance, and military financial advising.
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