Financial independence in Live Oak, Texas
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LKJ Financial
● ClosedLKJ 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.
550 Post Oak Blvd #350, Houston, TX 77027, United States -
David E Kunold - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid 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.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States -
RBFCU Insurance Agency LLC
● ClosedRBFCU 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.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States -
Aging Insight
● ClosedAging 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.
1820 Galleria Oaks Dr, Texarkana, TX 75503, United States
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