TOP 10 Financial plan review in Aledo, Texas

Merrill Lynch Financial Advisor John Barret, located at 5128 Apache Plume Road in Fort Worth, Texas, is dedicated to helping young professionals understand the impact of wealth management at an early age. John, who joined Merrill in 2012, works with a team-based approach to provide direction and clarity for his clients' financial futures. He offers a high level of attentive service, focusing on organizing and simplifying their financial lives. John draws on his own knowledge and a team of specialists to address clients' unique situations, including credit and lending services through Bank of America, N.A. John earned his bachelor's degree in finance from Texas Tech University and lives in Aledo with his family. He enjoys playing golf, hunting, fishing, and spending time at his family's ranch. The institution offers personalized plans, investment strategies, and financial solutions to help clients pursue their goals and manage investment risk. As a Merrill Lynch Wealth Management Advisor, John is committed to understanding his clients' priorities and working with them to achieve their financial objectives. With access to the resources of Merrill and Bank of America, he can develop an approach tailored to each client's needs. By regularly reviewing clients' goals and financial approaches, John helps them stay on track and adjust to changes in their lives and the market. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. John Barret is registered to do business in several states and holds the CPWA® certification. For more information about Merrill Lynch Financial Advisor John Barret and the services offered, visit the institution's website or contact the office directly.

Located at 213 North Front Street in Aledo, Texas, Farmers Insurance - Mike Hale is your local insurance agency serving the Parker and Tarrant County areas. As a 6th generation Texan, Mike Hale takes pride in helping customers find the insurance coverage that best fits their needs. With 13 years of experience in the industry, Mike can help you understand your options for home, auto, life, business insurance, and more. Whether you need comprehensive coverage, collision coverage, or medical payments, Farmers Insurance can help you select the right car insurance coverage for your budget. Protect your most valuable possession with home insurance from Farmers, a company that has been providing insurance products for over 80 years.