The 30 Best Financial consulting comprehensive financial strategies in DeSoto, Texas

2 results found

James Braaten is a Financial Advisor at Ameriprise Financial Services, LLC, located at 150 East Danieldale Road in DeSoto, Texas, United States. James Braaten holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, AIF® designation, APMA™ designation, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® designation, CAS® designation, CASL® credential, Certified Divorce Financial Analyst certification, Certified Estate Planner™ designation, Certified Exit Planning Advisor® Program, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist designation, Chartered Financial Consultant® designation, Chartered Special Needs Consultant designation, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care program, and Chartered Life Underwriter Designation®. With expertise in asset management, investment strategies, estate planning, retirement planning, and more, James Braaten provides comprehensive financial services tailored to each client's individual needs.

Tanksley Financial Group Services is a comprehensive financial institution located at 1630 Falcon Drive in DeSoto, Texas, United States. Specializing in accounting, finance, health, and insurance services, our team of experts is dedicated to providing personalized solutions to meet our clients' individual needs. Whether you are looking to manage your finances, secure your health coverage, or protect your assets with insurance, Tanksley Financial Group Services is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.