Financial independence in Live Oak, Texas

LKJ Financial, located at 550 Post Oak Boulevard in Houston, Texas, is a finance institution dedicated to helping good people make great decisions so they can enjoy amazing lives. With a focus on financial planning for retirement, our services go beyond just investing to encompass budgeting, tax management, insurance, and income planning. We believe in bringing all the pieces of your financial life together to create a unique plan that works for you now and in the future. Our proactive and diversified investment philosophy prioritizes capital preservation while seeking growth and consistent income. We offer institutional money management services that were once only available to the ultra-wealthy, providing sophisticated and transparent asset management to all our clients. As an independent advisory firm, we answer to you, not corporate structures or profit motives. Our fiduciary standard of care ensures that we always put your interests first and disclose any potential conflicts of interest.

Independence Title - Schultz & Kellar in Roanoke, Texas is a trusted insurance agency located at 310 South Oak Street. With a team of experts whose local experience runs deep and a wide national network, we are dedicated to providing top-notch service to our clients. Whether you prefer live classes or online resources, we have everything you need to stay informed and protected. Learn something new today with Independence Title - Schultz & Kellar in Roanoke.

Edward Jones - Financial Advisor Don Crane, AAMS™ is a reputable finance institution located at 11901 Toepperwein Road in Live Oak, Texas, United States. As a trusted financial advisor, Don Crane, AAMS™ offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can count on expert advice and guidance to navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor Don Crane, AAMS™ is dedicated to helping you secure a sound financial future.

LTC Financial Partners is a leading finance, health, and insurance agency located at 13331 White Oak Landing Boulevard in Houston, Texas, United States. We specialize in providing personalized solutions for long-term care planning, ensuring that individuals and families have the resources they need to protect their financial and health well-being. Our team of experienced professionals is dedicated to helping clients navigate the complexities of long-term care insurance and financial planning, creating customized strategies to meet their unique needs and goals. Contact LTC Financial Partners today to learn more about how we can help you secure your future.

Hamilton Financial Planning is a finance institution located at 2800 Post Oak Boulevard in Houston, Texas. Specializing in financial planning for individuals aged 50 and above in Austin and Houston, TX, our services are designed to help you achieve a dignified and independent retirement. Our hourly financial planning services offer flexibility for those who may not have clear goals and are focused on time-specific objectives. With no long-term contracts or sales pressure, you can pay per session with no asset minimum.

Open Range Financial Group, LLC is a trusted financial services firm located in Manvel, Texas, serving retired residents and soon-to-be retirees in the greater Houston area. With decades of experience and a commitment to your success, our advisors will help you navigate the complex decisions that come with retirement planning. We offer personalized financial plans tailored to your individual needs, goals, and risk tolerance, ensuring that you can retire with confidence in your long-term financial security. Our comprehensive services include financial goal planning, asset management, insurance planning, tax-smart investment strategies, charitable giving strategies, and estate planning assistance. We believe in tax diversity in retirement planning and will work with you to create a customized plan that minimizes your overall tax burden. By collaborating with estate planning attorneys, we can help maximize your loved ones' inheritance while minimizing taxes.

Merrill Lynch Financial Advisor John C Young is a Senior Portfolio Advisor with Merrill Lynch Wealth Management, located at 2800 Post Oak Boulevard in Houston, Texas. With 24 years of experience in the securities industry, John provides personalized wealth strategies and financial solutions tailored to each client's risk tolerance, time horizon, and investment goals. He is dedicated to understanding his clients' priorities and helping them pursue their financial objectives, whether it's planning for retirement, saving for a home, or funding a child's education. John believes in building long-term relationships with his clients, regularly reviewing and adjusting their financial approach to reflect changes in their lives and the markets. As a Chartered Retirement Planning Counselor, John is qualified to offer comprehensive financial planning services to help clients achieve their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, John works with clients to develop customized investment strategies designed to address their financial needs. Whether you're looking to transfer wealth to the next generation or plan for future healthcare expenses, John is committed to helping you turn your financial goals into reality. Contact Merrill Lynch Financial Advisor John C Young to start building a personalized financial plan centered on your goals and priorities.

Merrill Lynch Financial Advisor Andres Swartz, located at 2800 Post Oak Boulevard in Houston, Texas, offers personalized financial advice and guidance to help you develop a customized financial strategy. With a focus on your goals, risk tolerance, and liquidity needs, Andres Swartz and his team at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. Whether you are an individual, family, entrepreneur, business owner, or corporate executive, Merrill Lynch Financial Advisor Andres Swartz can assist you in creating a financial plan that aligns with your unique circumstances and goals. From retirement planning to investment strategies, estate planning, and more, the team at Merrill Lynch is committed to helping you achieve financial success.

Josh Collins is a financial advisor at Ameriprise Financial Services, LLC located at 18756 Stone Oak Parkway in San Antonio, Texas, United States. As a part of Ameriprise, Josh focuses on helping clients achieve their financial goals through personalized financial planning and investment strategies. With a strong background in finance and years of experience, Josh is dedicated to providing top-notch financial advice to his clients. If you are interested in working with Josh, you can fill out a "Request consultation" form on the website to schedule a complimentary initial consultation. Take the first step towards securing your financial future by connecting with Josh Collins today.

John Rodriguez is a financial advisor at Ameriprise Financial Services, LLC located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. John holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, John is trained in behavioral finance and specializes in working with clients on divorce financial issues, estate planning, and retirement planning. With a commitment to excellence and a comprehensive understanding of financial planning, John Rodriguez is dedicated to helping individuals achieve their financial goals.

Eric Sheppard, a financial advisor at Ameriprise Financial Services, LLC, is located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. He offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Eric helps you track your progress towards financial goals, adjusting strategies as needed throughout life changes. You can easily access your investments and accounts from any device, securely sharing information with Eric. Schedule a complimentary initial consultation to learn more about how Eric can help you achieve a more confident financial future. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Please refer to FINRA's BrokerCheck website for information on registered states. Let Eric assist your friends and family in reaching their financial goals as well. Contact Eric Sheppard for more information on financial planning concepts and strategies for a positive financial future.

David E Kunold - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1 IKEA-RBFCU Parkway, Live Oak, Texas, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution provides investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update approaches, and track progress towards goals. Clients have access to their investments and accounts from any device, securely. The institution focuses on goals such as retirement, education, and major purchases. David E Kunold is registered in states where securities business can be conducted. The initial consultation provides an overview of financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. Clients are bound by the terms of the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. Referrals are appreciated, and the institution will reach out to them soon.

Edward Jones - Financial Advisor: Diane S Marcus is a trusted financial institution located at 11901 Toepperwein Road in Live Oak, Texas, United States. As a dedicated financial advisor, Diane S Marcus offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or save for a major purchase, Diane S Marcus can provide expert guidance and support. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Diane S Marcus is a reliable partner in helping you secure your financial future.

Bethany Davis is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. Bethany holds multiple 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and tax planning. Bethany is dedicated to providing expert financial advice to individuals and small business owners, with a focus on helping clients achieve their financial goals and secure their financial future.

Kale Hanson - Open Range Financial Group is a comprehensive financial services firm located in Manvel, Texas, serving retired residents and soon-to-be retirees in the greater Houston area. With decades of experience and a commitment to your success, you can trust the advice you receive from Open Range Financial Group. Our team of advisors will help you address all your retirement questions and craft personalized financial plans designed to fit your individual needs. Whether you want to travel the globe or live quietly on a private ranch, we will help you retire your way without compromising your dreams. Our services include financial goal planning, asset management, insurance planning, tax-smart investment strategies, charitable giving strategies, and estate planning assistance. We take a holistic approach to financial planning and prioritize protecting your data and privacy. Contact us today to start charting a path to your financial goals with confidence.

Merrill Lynch Financial Advisor John P Donnelly is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution offers services such as Registered Senior Wealth Management Client Associate, personalized financial planning, investment strategies, and access to comprehensive financial solutions from Bank of America. The advisors at Merrill Lynch Wealth Management focus on understanding your goals, priorities, and financial situation to create a customized approach that reflects your unique needs. They believe in helping clients achieve their goals by providing personalized wealth management services and investment insights. With a focus on building strong client relationships and providing personalized advice, Merrill Lynch Financial Advisor John P Donnelly aims to help clients reach their financial goals and navigate the complexities of their financial lives.

Cedra Pharmacy is a comprehensive health and wellness center located at 1607 South Post Oak Lane in Houston, Texas. Our institution offers a wide range of services including pharmacy, finance, and post office facilities. With a focus on providing quality healthcare products and services, Cedra Pharmacy is committed to helping our customers achieve optimal health and well-being. Visit us today to experience the convenience and expertise of our knowledgeable staff in a friendly and welcoming environment.

Farmers Insurance - Dawn Dear is a local insurance agency located at 7529 North Loop 1604 East in Live Oak, Texas. Dawn Dear, a San Antonio native, takes pride in educating her clients on the importance of being properly insured. The agency offers a variety of insurance options including home, auto, life, renters, business, condo, and recreational coverage. With over 80 years of experience, Farmers Insurance is a trusted provider that will be there for you in times of need. The agency also offers financial services to help you plan for a secure future. Whether you're in Live Oak, Lavernia, Schertz, New Braunfels, or the greater San Antonio area, Dawn Dear and her team are dedicated to providing personalized and comprehensive coverage for you and your family. Visit their office in Gateway Plaza or give them a call to learn more about how they can protect what matters most to you.

RBFCU Insurance Agency LLC is an independent insurance agency located at 1 IKEA-RBFCU Parkway in Live Oak, Texas. Affiliated with RBFCU, the agency offers great coverage, affordable prices, and responsive service. With multiple carrier options, they can help you find the best coverage at a good price, including insurance bundling discounts and companion policy discounts. Their licensed, professional insurance agents provide high-quality customer service. While the State of Texas requires minimum coverage, RBFCU Insurance Agency recommends increasing those limits for adequate protection. As a subsidiary of RBFCU Services LLC, they offer personalized service and high-value products. RBFCU is committed to improving members' economic well-being and quality of life. Visit their website for more information or call 1-800-580-3300 for assistance.

Farmers Insurance - Khiet Chau is an insurance agency located at 11901 Toepperwein Road in Live Oak, Texas, United States. As your local Farmers® agent in University City, in the San Antonio Metro area, Khiet Chau helps customers identify the insurance coverage that best fits their needs. With over 45 years of combined industry experience, the agency offers personalized assistance in understanding coverage options for auto, home, renters, business insurance, and more. Customers can reach out by texting (210) 201-3026 or calling for any questions or inquiries. The agency also offers online quotes for auto, home, renters, life, business, and recreational insurance. Farmers Insurance provides comprehensive coverage for various needs, ensuring financial protection in case of unforeseen events. With a focus on customer satisfaction and personalized service, Farmers Insurance - Khiet Chau aims to help clients secure their assets and plan for a secure financial future.

Collom & Carney- Senior Care is a leading health institution located at 2014 Galleria Oaks Drive in Texarkana, Texas, United States. We specialize in providing top-quality care and support for seniors in need. Our dedicated team of healthcare professionals are committed to ensuring the well-being and comfort of our elderly patients. With a focus on personalized care plans and a warm, welcoming environment, Collom & Carney- Senior Care is the ideal choice for seniors looking for comprehensive and compassionate healthcare services.

Approved School is a prestigious educational institution located at 4381 West Green Oaks Boulevard in Arlington, Texas, United States. As a leading school in the area, we provide a well-rounded education for students of all ages. Our dedicated faculty and staff are committed to ensuring that each student reaches their full potential academically, socially, and emotionally. With a focus on academic excellence, character development, and community involvement, Approved School prepares students for success in all aspects of their lives. Join us and experience the difference that Approved School can make in your educational journey.

Everest Retirement Planners is a leading finance institution located at 18756 Stone Oak Parkway in San Antonio, Texas, United States. Our team of experienced financial advisors specializes in helping individuals plan for a secure and comfortable retirement. We offer personalized retirement planning services tailored to each client's unique financial goals and circumstances. Whether you are just starting to save for retirement or are nearing retirement age, Everest Retirement Planners can help you navigate the complexities of retirement planning and make informed decisions to secure your financial future. Contact us today to schedule a consultation and take the first step towards a worry-free retirement.

Aging Insight is a lawyer institution located at 1820 Galleria Oaks Drive in Texarkana, Texas, United States. The institution is dedicated to helping families protect their assets, maintain independence, and reduce the burden on their loved ones as they age. Many individuals express a desire to avoid living in a nursing home, and Aging Insight understands this sentiment. With statistics showing a high likelihood of needing long-term care as individuals age, the institution offers hope through careful planning for future health, housing, financial, and legal needs. Since 2014, Aging Insight has been a trusted resource for seniors, disabled individuals, and their families, providing guidance through the aging process and offering resources to ensure the highest quality of life possible.