TOP 30 Financial advisor for seniors in Texas

161 results found

Emily Barrera, Bankers Life Agent is an insurance agency located at 3223 South Loop 289 in Lubbock, Texas, United States. As a trusted Bankers Life Agent, Emily Barrera provides personalized insurance solutions to individuals and families in the Lubbock area. With a focus on customer service and expertise in insurance products, Emily Barrera is dedicated to helping clients protect their financial future. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Emily Barrera can help you find the right policy to meet your needs. Contact Emily Barrera, Bankers Life Agent today to schedule a consultation and start securing your financial well-being.

Anbar Martinez, Bankers Life Agent is an insurance agency located at 3223 South Loop 289 in Lubbock, Texas. As a trusted Bankers Life Agent, Anbar Martinez provides personalized insurance solutions to help individuals and families protect their financial future. With a commitment to excellent customer service and a wide range of insurance products, clients can feel confident knowing they have a dedicated agent on their side. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Anbar Martinez can help you find the right policy to meet your needs. Contact Anbar Martinez, Bankers Life Agent today to schedule a consultation and start securing your financial well-being.

Mike Halpin - State Farm Insurance Agent is a trusted insurance agency located at 8201 Lockheed Drive in El Paso, Texas, United States. With a background in civil and petroleum engineering, as well as extensive experience in the United States Air Force, Mike Halpin offers a range of insurance services including auto, home, life, health, financial services, and retirement planning. The institution's dedicated staff, including Office Manager Cris with 17 years of experience and Sandra with 35 years, are committed to helping clients with all their insurance needs. Whether you are looking for healthcare plans for couples, investment advice, or auto repair cost-saving tips, Mike Halpin - State Farm Insurance Agent is here to assist you.

Timothy Ramirez, Bankers Life Agent is a reputable insurance agency located at 3223 South Loop 289 in Lubbock, Texas, United States. Specializing in providing personalized insurance solutions, Timothy Ramirez offers a range of products and services to meet the individual needs of each client. With a commitment to exceptional customer service and a dedication to helping clients protect their financial future, Timothy Ramirez, Bankers Life Agent is a trusted choice for insurance coverage in the Lubbock area.

Whole Life Term Insurance is a reputable insurance agency located on Texas Plume Road in Cedar Hill, Texas. Specializing in providing individuals with comprehensive and long-term life insurance coverage, our team of experienced lawyers and agents are dedicated to helping clients protect their loved ones and assets. Whether you are looking for a policy that offers financial security for your family or estate planning purposes, Whole Life Term Insurance has the knowledge and resources to assist you. Contact us today to learn more about our services and how we can help you secure your future.

Britney Grant, Bankers Life Agent is an insurance agency located at 2505 Texas 360 in Grand Prairie, Texas, United States. Specializing in providing insurance solutions from Bankers Life, Britney Grant is dedicated to helping individuals and families protect their financial future. With a focus on personalized service and tailored insurance plans, Britney Grant, Bankers Life Agent is committed to helping clients find the coverage that best suits their needs. Whether you are looking for life insurance, retirement planning, or long-term care insurance, Britney Grant is here to help guide you through the process and ensure you have the peace of mind knowing you are protected.

Yaminah Mitchell, Bankers Life Agent is an insurance agency located at 2505 Texas 360 in Grand Prairie, Texas. Specializing in providing insurance services through Bankers Life, they offer a range of policies to meet the needs of individuals and families. With a focus on customer service and personalized attention, Yaminah Mitchell works closely with clients to help them find the right insurance coverage to protect their financial future. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Yaminah Mitchell, Bankers Life Agent is dedicated to helping you secure your peace of mind.

David Leszczewski Life Insurance Agency is a reputable insurance agency located at 7151 Woodlake Parkway in San Antonio, Texas. With a strong commitment to providing top-notch life insurance services, our agency is dedicated to helping individuals and families protect their financial futures. Our knowledgeable agents are here to guide you through the process of selecting the right life insurance policy to suit your needs. Trust David Leszczewski Life Insurance Agency to provide you with the peace of mind and security that comes with having a reliable life insurance plan in place.

Mary Jones, Bankers Life Agent is a reputable insurance agency located at 12603 Southwest Freeway in Stafford, Texas, United States. Specializing in providing comprehensive insurance solutions, Mary Jones is dedicated to helping clients protect their financial well-being and plan for the future. With a commitment to exceptional customer service and personalized attention, Mary Jones, Bankers Life Agent is a trusted partner in navigating the complexities of insurance. Contact them today to learn more about their wide range of insurance products and services.

Kianna Lewis, Bankers Life Agent is an insurance agency located at 24624 Interstate 45 in Spring, Texas. As a Bankers Life agent, Kianna Lewis provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on life insurance, long-term care insurance, and retirement planning, Kianna Lewis is dedicated to helping clients navigate the complexities of insurance and make informed decisions. Whether you are looking to secure your family's financial well-being or plan for a comfortable retirement, Kianna Lewis, Bankers Life Agent is committed to providing exceptional service and support.

Northwestern Mutual Life Insurance, located in West Lake Hills, Texas, is a trusted finance and insurance agency dedicated to helping you protect the life you've worked hard to build. With a range of life insurance policies tailored to your unique needs and goals, our advisors will work with you to ensure you have the right coverage at a price you can afford. Whether you're looking for a safety net for the unexpected or a foundation for a smart financial plan, we have options to fit your lifestyle. From term life to whole life to variable universal life, we offer a variety of policies to suit your needs. Our exclusive underwriting process can get your application approved quickly, so you can have peace of mind knowing your loved ones are protected. With top financial strength ratings and a focus on consumer experience, Northwestern Mutual is the best choice for your life insurance needs. Contact us today for a personalized quote and start protecting your future.

Julissa Munoz, Bankers Life Agent is an insurance agency located at 1766 Ranch to Market Road 967 in Buda, Texas, United States. Specializing in providing insurance products and services from Bankers Life, Julissa Munoz offers personalized insurance solutions tailored to meet the unique needs of each client. With a focus on financial security and peace of mind, Julissa Munoz is dedicated to helping individuals and families protect their assets and plan for the future. Contact Julissa Munoz, Bankers Life Agent today to learn more about their insurance offerings and how they can help you secure your financial future.

Celia Ericksen, Bankers Life Agent is an insurance agency located at 14205 North Mopac Expressway in Austin, Texas. As a dedicated agent for Bankers Life, Celia Ericksen provides personalized insurance solutions to help individuals and families protect their financial futures. With a focus on customer service and a commitment to finding the right coverage for each client, Celia Ericksen is a trusted partner in navigating the complexities of insurance. Contact Celia Ericksen, Bankers Life Agent today to learn more about the insurance options available to you.

Account Services USA is a finance institution located in San Antonio, Texas, United States. Our dedicated industry agents are bilingual in English and Spanish, offering enhanced consumer engagement through multiple communication channels such as SMS, email, chat, mail, and phone. We handle credit bureau reporting effectively and have reduced blocked calls and caller ID mislabeling. With over 100 years of combined experience, our senior management team ensures consistent results through a professional approach. Our divisions specialize in bad debt and pre-bad debt recovery programs for various industries including healthcare, financial, retail, utilities, municipalities, and telecommunications. We offer solutions for medical providers, creditors, and collections in select industries, emphasizing compliance, data security, and effective collection efforts. Contact us for all your debt recovery needs.

The PRICE Futures Group, Inc. - Amarillo Branch, located at 301 South Polk Street in Amarillo, Texas, offers full-service brokerage, online trading, asset management, and financial consulting services since 1988. As a division of Price Holdings, Inc., with headquarters in Chicago and branch offices nationwide, we are dedicated to helping clients achieve their trading and investment goals. Our experienced brokers and analysts provide self-directed or broker-assisted trading services to match your investment goals and risk profile. We specialize in commodity trading and risk management for farmers, food producers, feed manufacturers, and more. Our automated trading systems allow traders to be active in the markets without a full-time commitment. Access market information, white papers, and reports written by senior market analysts to make informed trading decisions. Learn commodity hedging using futures and options, and mirror the live trading of futures professionals with World Cup Advisor's AutoTrade™ service. Stay updated with market insights from industry experts like Phil Flynn, Jack Scoville, Marc Nemenoff, William Moore, Dan Flynn, and Alan R. Brugler. Remember that futures and options trading involve risks, and past performance is not indicative of future results. Seek advice from your advisors before trading to understand the risks involved.

Antioch Wealth Management, located at 4906 Lakeridge Drive in Lubbock, Texas, is a finance institution dedicated to guiding clients towards their financial goals. By listening to clients and providing careful planning, prudent investing, and meaningful support, Antioch Wealth Management focuses on family and goals-based decision-making. The institution helps clients navigate the challenges of career, family, and preparing for the future, as well as transitioning from working and saving to maximizing resources for impact. The team at Antioch Wealth Management, including Wealth Advisor Brock Barnes, Senior Wealth Advisor Byron Tapp, and Wealth Advisor Alexander Hale, is committed to building lifelong personal relationships with clients. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Residents of certain states may discuss or transact securities business with the LPL Financial registered representative associated with this site.

LM Stamper, RICP is a finance institution located at 2421 West 7th Street in Fort Worth, Texas, United States. Our team of investment professionals is dedicated to debunking common financial myths and empowering women to create strong and comprehensive financial strategies for a secure future. We specialize in helping individuals plan for retirement, offering personalized consultations to determine your unique retirement goals and needs. Using our SGD™️ process, we will assess your current financial situation and provide you with a custom strategy to help you reach your retirement objectives. At LM Stamper, RICP, we believe that retirement is not the end, but a new beginning. Our goal is to assist you in creating a retirement plan tailored to your individual needs and objectives. As a Registered Representative of Park Avenue Securities LLC, we offer a variety of investment and insurance products to help you achieve your financial goals. We are committed to acting in your best interest with integrity and transparency.

TBS Retirement Planning, located at 1600 Airport Freeway in Bedford, Texas, is a finance institution specializing in retirement and lifestyle planning. With a personal touch, the team at TBS is dedicated to helping clients at all stages of life create a holistic life plan to achieve their financial and life goals. Established in 1982 in Lubbock, TX, TBS has expanded its practice to include North Texas since 2010. At TBS Retirement Planning, the focus is on providing personalized attention to each client to ensure they receive the highest level of detail and care. The team offers a range of services to help clients make informed decisions about their financial future, including hosting webinars to keep the community informed during uncertain times.

Michael Garza & Co. is a Certified Public Accounting partnership firm located at 8415 Speedway Drive in San Antonio, Texas. With over 30 years of experience serving the community, our team of professionals offers a range of accounting, auditing, tax, and consulting services to meet the individual and business needs of our clients. As members of the American Institute of Certified Public Accountants and The Texas Society of Certified Public Accountants, we are committed to providing quality and personalized service to each of our clients. Our hands-on approach allows us to give the attention and care necessary to ensure the success of our clients.

Apex Partners LLC is a finance institution located at 109 North Post Oak Lane in Houston, Texas, United States. We specialize in helping mid-sized companies secure the capital they need to expand and navigate unexpected challenges. Our experienced team offers expert advice and creative financial solutions to maximize the value of our clients' businesses. We work closely with our clients to identify new opportunities and execute M&A transactions, recapitalizations, and management buyouts. With over $4 billion in closed M&A transactions, our principals have a deep understanding of the debt and equity capital markets.

Joseph Hopkins & Associates, DBA Mission Retirement is a finance institution located at 11619 Spring Cypress Road in Tomball, Texas, United States. We specialize in helping individuals de-stress and plan for a relaxing retirement. Our Mission Retirement Master Plan allows us to assess your current financial situation and tailor a plan to meet your retirement needs. Whether you are concerned about risk in your portfolio or looking to maximize your retirement savings, we are here to help. Our independent financial services firm offers a variety of insurance products and personalized recommendations to help you achieve your retirement goals. Contact us today to receive your Mission Retirement Master Plan and start planning for a secure financial future. Please note that our firm does not provide tax, legal, or investment advice, and we encourage individuals to seek guidance from qualified professionals regarding their personal situation.

Metis CFO Partners LLC is a national professional services firm located at 1095 Evergreen Circle in The Woodlands, Texas, United States. Specializing in accounting and finance, we provide world-class senior financial leaders to lower and middle market businesses on an interim or permanent basis. Our goal is to facilitate mutually rewarding partnerships between business stakeholders and top financial leaders. Our services are particularly well-suited for private equity firms, venture capital, family partnerships, and other investment groups that maintain ownership and control over multiple business enterprises. We offer a one-stop solution for senior financial talent, allowing businesses to access experienced CFOs without the financial commitments of a permanent hire. Our CFOs have a proven track record of success in completing interim engagements and projects for small and mid-market businesses.

First Harbor Group LLC is a finance institution located at 9525 Katy Freeway in Houston, Texas. We specialize in providing financial expertise and guidance for employee benefits, retirement plans, and individual financial planning. Our team is dedicated to putting our clients on the path to financial success, offering securities through Kestra Investment Services, LLC and investment advisory services through Kestra Advisory Services, LLC. Elizabeth Ramsey, our Benefits Coordinator, brings a wealth of knowledge and dedication to our team. With a bachelor's degree from the University of Houston, Elizabeth is committed to building solid relationships with clients and providing exceptional service. Rosie Orozco, our Operations Coordinator and Office Administrator, ensures that our office runs smoothly and efficiently, promoting a positive and high-performance culture.

HRSS CPAs is a leading accounting and finance institution located at 6671 Southwest Freeway in Houston, Texas. With nearly 40 years of experience, our firm specializes in providing high-value CPA services for auditing, accounting, tax, and advisory needs to middle-market companies in various industries. Our team of experienced accountants and advisors, including senior leaders with "Big 4" experience, offers personalized financial solutions tailored to each client's specific industry and operations. At HRSS CPAs, we take a client-centered approach to tax filing, compliance, and assurance services, helping businesses navigate the complexities of the regulatory and financial environment with confidence. Our goal is to empower our clients to achieve financial success and stability in an ever-changing economy. Whether you are a business owner looking to protect your wealth or determine the value of an asset, our trusted CPA advisors in Houston are here to help.

Petrus Retirement Planning is a finance institution located in Houston, Texas, specializing in retirement planning and capital preservation. They offer services such as rollovers, IRA transfers, principal protection, income planning, long-term care, and life insurance. Petrus aims to help clients protect their financial assets against market downturns while providing opportunities for safe growth and ensuring a comfortable retirement. They prioritize safety of principal and a reasonable rate of return, helping clients navigate complex financial decisions with a simple and straightforward approach. For a free consultation on safeguarding your retirement accounts and achieving financial security, contact Petrus Retirement Planning at (832) 730-3000.

ServicePro CFO is an accounting and finance institution located at 121 Magnolia, Friendswood, Texas, United States. Specializing in servicing Trade businesses, ServicePro CFO offers turnkey Accounting and CFO services to provide timely financial insights, boost margins, and enhance overall performance. With a team of experts in ServiceTitan, corporate finance, and the Trades industry, ServicePro CFO equips Trade firms with specialized financial solutions to drive informed decision-making and improve business operations. From comprehensive bookkeeping services to detailed financial analysis, ServicePro CFO ensures the accuracy and integrity of your financial reports, optimizing financial controls within your firm. By maximizing business potential and implementing strategic financial optimizations, ServicePro CFO helps Trade businesses secure their financial health and boost their bottom line.

Lancaster Pollard is a finance institution located in West Lake Hills, Texas, United States. They specialize in providing financial services and solutions for healthcare, senior living, and affordable housing sectors. With a strong reputation for expertise and innovation in the industry, Lancaster Pollard offers a wide range of financial products and services to meet the unique needs of their clients. Their address is 1301 South Capital of Texas Highway, making it convenient for clients to access their services.

Corporate Investment is a leading finance institution located in Austin, Texas, specializing in sell-side M&A advisory services for successful lower middle-market business owners with values between $2 million and $20 million. With over 400 businesses sold since 1984, our experienced team of senior dealmakers will guide you through the M&A process to help you achieve your goals. Our proven 6 step process ensures that you receive top dollar for your business. Whether you are looking to attract strategic buyers or financial buyers, such as private equity firms, our team will work with you every step of the way. With offices in Austin and San Antonio, we serve markets throughout the southwest and have expertise in various business sectors including manufacturing, distribution, technology, and healthcare. Trust Corporate Investment to represent you in the sale of your business and experience the highest level of service and expertise in the industry.

Jackson Hewitt Tax Service is a finance institution located at 520 West Tyler Avenue in Harlingen, Texas, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. Our services are perfect for busy lives - simply drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros at this location are fluent in Spanish and ready to assist Spanish-speaking clients. A Refund Advance loan allows you to get money before your tax refund arrives, as the IRS can sometimes take weeks to send it. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, to January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, to February 11, 2024.

Wilcox Investment Bankers Dallas is a boutique finance institution located at 711 Burnet Street in Coppell, Texas, United States. Specializing in the commercial and industrial sectors, our team of experienced M&A advisors offers extensive transaction experience, deep industry knowledge, and a broad network of relationships to assist clients in raising private capital for growth opportunities. We provide financial restructuring and distressed merger & acquisition advisory services, helping clients navigate complex business transactions with honesty and top-notch professional service. Founded in 2008, our mission at Wilcox Investment Bankers is to deliver high-quality advice and senior-level experience to achieve excellent outcomes for our commercial and industrial clients. We work with industrial manufacturing companies, distribution & supply chain management companies, business & industrial services providers, and energy services & equipment companies to support their financial needs and help them succeed in their respective industries.