Financial planning and investment management in Texas
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Hoyl Financial, LLC.
● ClosedHoyl Financial, LLC. is a finance institution located at 2620 South Kentucky Street in Amarillo, Texas, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial futures. Contact us today to learn more about how we can help you with your financial needs.
2620 S Kentucky St, Amarillo, TX 79109, United States -
Toro Bravo Investment Advisors, LLC
● ClosedToro Bravo Investment Advisors, LLC is a leading finance institution located at 3418 Olsen Boulevard in Amarillo, Texas, United States. Our team of experienced advisors provides personalized investment solutions to help clients achieve their financial goals. With a focus on transparency and integrity, we offer a wide range of services including portfolio management, financial planning, and retirement planning. Contact us today to learn more about how we can help you secure your financial future.
3418 Olsen Blvd Ste A, Amarillo, TX 79109, United States -
Merrill Lynch Financial Advisor Paula J Cornelius
● ClosedMerrill Lynch Financial Advisor Paula J Cornelius is a finance institution located at 8101 Southwest 34th Avenue, Amarillo, Texas, United States. Paula Cornelius believes that managing your wealth begins with a deep understanding of your full financial picture. She can help create a flexible strategy tailored to your needs in today's changing market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Paula aims to help you pursue your goals through personalized wealth management strategies. As a Merrill Lynch Wealth Management Advisor, Paula focuses on what matters most to you - your family, goals, and priorities, even as they evolve over time. By engaging in conversations with you, Paula helps identify and prioritize your goals, whether it's planning for retirement, saving for a home, funding education, or passing wealth to future generations.
701 S Taylor St Suite 100, Amarillo, TX 79101, United States -
Primerica Financial Services
● OpenPrimerica Financial Services is a finance institution located at 4519 South Western Street in Amarillo, Texas, United States. They offer a range of financial services including investment planning, insurance, and debt management. With a focus on helping individuals and families achieve financial security and independence, Primerica is dedicated to providing personalized solutions tailored to each client's unique goals and needs. Their team of experienced professionals is committed to helping clients make informed decisions and take control of their financial future. Whether you are looking to save for retirement, protect your assets, or build wealth, Primerica Financial Services can help you navigate the complex world of finance with confidence.
4519 S Western St Ste 4, Amarillo, TX 79109, United States -
Summit Financial Group
● ClosedSummit Financial Group is a leading financial institution located in Amarillo, Texas. Our dedicated team of finance professionals is committed to providing top-notch financial services to our clients. Whether you are looking for assistance with investments, retirement planning, or wealth management, Summit Financial Group has the expertise to help you reach your financial goals. Visit us at 2201 Civic Circle in Amarillo, Texas, and let us guide you towards a secure financial future.
2201 Civic Cir #401, Amarillo, TX 79109, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a renowned finance institution located at 500 South Taylor Street in Amarillo, Texas, United States. Our team of experienced financial advisors is dedicated to providing top-notch financial services and advice to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our experts are here to help you every step of the way. Trust Morgan Stanley Financial Advisors to provide you with personalized and tailored financial solutions to secure your financial future.
500 S Taylor St Ste 320, Amarillo, TX 79101, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 8101 Southwest 34th Avenue in Amarillo, Texas, has been serving the community for over 75 years. The experienced team of financial advisors at this branch is dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth management in all market conditions. The wealth planning process at Merrill Lynch begins with getting to know each client's unique priorities, goals, and financial needs. The advisors at this branch offer access to a wide range of investing resources, banking services through Bank of America, and personalized financial strategies tailored to each client's long-term objectives.
8101 SW 34th Ave, Amarillo, TX 79121, United States -
Shafer Investment Management
● ClosedShafer Investment Management is a renowned finance institution located at 600 South Tyler Street in Amarillo, Texas, United States. With a strong track record of providing expert financial services to clients, Shafer Investment Management is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or optimize your investment portfolio, our team of experienced professionals is here to provide personalized guidance and support. Trust Shafer Investment Management to deliver top-notch financial solutions tailored to your unique needs and objectives.
600 S Tyler St Suite 1907, Amarillo, TX 79101, United States -
Merrill Lynch Financial Advisor Steven S Cox
● ClosedMerrill Lynch Financial Advisor Steven S Cox is a finance institution located at 8101 Southwest 34th Avenue, Amarillo, 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 Certified Financial Planner Board of Standards Inc., Senior Wealth Management Client Associate, and Investment Personality Assessment. The institution helps clients identify and prioritize their financial goals, from retirement planning to funding a child's education. They believe in creating a personalized financial approach that reflects the client's personality and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with clients to develop an approach designed to address their financial needs. The institution's mission is to understand each client personally and help them pursue their financial goals while managing investment risk. By providing personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Steven S Cox aims to help clients live their best financial life.
701 S Taylor St Suite 100, Amarillo, TX 79101, United States -
LPL Financial
● OpenLPL Financial is a leading finance institution located at 3505 Olsen Boulevard in Amarillo, Texas, United States. With a focus on providing comprehensive financial services, LPL Financial offers expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced professionals at LPL Financial are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
3505 Olsen Blvd # 202, Amarillo, TX 79109, United States -
Merrill Lynch Financial Advisor Philip A Filsouf
● ClosedMerrill Lynch Financial Advisor Philip A Filsouf, located at 8101 Southwest 34th Avenue, Amarillo, Texas, United States, is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. The team is comprised of talented and experienced individuals committed to understanding your goals and priorities, whether it's transferring wealth to the next generation, planning for retirement, or funding a child's education. They offer a personalized approach to help you pursue what matters most to you, using tools like the Investment Personality Assessment to tailor a financial plan to your unique needs. With access to investment insights from Merrill and banking solutions from Bank of America, they can help you manage, grow, and preserve your wealth for the future. The goal is to help you achieve your financial goals by understanding what matters most to you and creating a customized plan to address your needs. Whether you're planning for the future or navigating changes in your life, Merrill Lynch Financial Advisor Philip A Filsouf is there to support you every step of the way.
701 S Taylor St Suite 100, Amarillo, TX 79101, United States -
Merrill Lynch Financial Advisor Larry D Laughter
● ClosedMerrill Lynch Financial Advisor Larry D Laughter is a finance institution located at 8101 Southwest 34th Avenue in Amarillo, Texas, United States. Supported by the global resources of Merrill, the team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Larry D Laughter focuses on understanding your family, goals, and priorities to create a personalized financial plan tailored to your needs. The institution offers a range of services, including investment insights, banking solutions, and personalized financial planning. With a focus on building a long-term relationship, the team at Merrill Lynch is committed to helping you achieve your financial goals and navigate the complexities of the financial markets. Certified by the CFP Board, Larry D Laughter and the team provide personalized investment strategies and comprehensive financial solutions to help you live your best financial life.
701 S Taylor St Suite 100, Amarillo, TX 79101, United States -
Edward Jones - Financial Advisor: Chase Thompson
● OpenEdward Jones - Financial Advisor: Chase Thompson is a trusted financial institution located at 2101 West 5th Street in Plainview, Texas, United States. As a dedicated financial advisor, Chase Thompson provides personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services including retirement planning, investment management, and insurance solutions. Whether you are planning for retirement, saving for a major purchase, or looking to protect your assets, Chase Thompson and the team at Edward Jones are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
2101 W 5th St, Plainview, TX 79072, United States -
Castle Financial
● ClosedCastle Financial is a premier financial institution located at 6905 82nd Street in Lubbock, Texas. As a trusted name in the finance industry, Castle Financial offers a wide range of services to help individuals and businesses achieve their financial goals. From wealth management and investment planning to loans and mortgages, our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. With a commitment to excellence and integrity, Castle Financial is the go-to destination for all your financial needs in Lubbock, Texas.
6905 82nd St Suite 100, Lubbock, TX 79424, United States -
Financial Group of the Southwest
● OpenFinancial Group of the Southwest is a leading finance institution located in Lubbock, Texas. We offer a wide range of financial services to individuals and businesses in the Southwest region. Our team of experienced professionals is dedicated to providing personalized solutions to meet our clients' unique financial needs. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Visit us at 5111 80th Street to learn more about how Financial Group of the Southwest can help you achieve your financial goals.
5111 80th St, Lubbock, TX 79424, United States -
Hoy Financial, LLC
● OpenHoy Financial, LLC is a reputable finance institution located at 13037 Quaker Avenue in Lubbock, Texas, United States. Specializing in providing a wide range of financial services, Hoy Financial, LLC is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, you can trust the experts at Hoy Financial, LLC to provide expert guidance and support.
13037 Quaker Ave STE A, Lubbock, TX 79424, United States -
Antioch Wealth Management
● ClosedAntioch 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.
4906 Lakeridge Dr UNIT 1, Lubbock, TX 79424, United States -
Johnston Wealth Management
● ClosedJohnston Wealth Management is a reputable finance institution located at 12513 Quaker Avenue in Lubbock, Texas, United States. Our team of experienced financial professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a range of services including investment planning, retirement planning, estate planning, and more. At Johnston Wealth Management, our priority is to provide expert guidance and support to help our clients secure their financial future.
12513 Quaker Ave, Lubbock, TX 79424, United States -
Cumbie Financial
● OpenCumbie Financial is a reputable finance institution located at 5703 114th Street in Lubbock, Texas, United States. We offer a wide range of financial services including investment management, retirement planning, insurance, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you manage and grow your wealth.
5703 114th St Ste 100, Lubbock, TX 79424, United States -
Private Wealth Asset Management
● ClosedPrivate Wealth Asset Management is a finance institution located at 901 Tradewinds Boulevard in Midland, Texas, United States. With a team that recently joined from a $1.9B Omaha private bank, we are dedicated to providing counsel to families and institutions. Our multi-family office considers every angle to protect and grow your wealth, helping you take control of your portfolio and leverage a better future. We specialize in managing and preserving wealth for families and institutions, offering multi-generational wealth planning to create an enduring legacy. Our client-centric model prioritizes you above all else, with a dedicated team that you can access at all times. We bring together all stakeholders, family members, and trusted advisors to create a true partnership. Our customized strategies drive your investments and future forward, with full transparency and hands-on team planning for success. We keep all of your trusted advisors in the loop, managing day-to-day operations to deliver opportunities as they arise.
901 Tradewinds Blvd Suite B, Midland, TX 79706, United States -
Cosner Financial Group
● ClosedCosner Financial Group is a reputable finance institution located in Midland, Texas. With a prime location at 1030 Andrews Highway, this group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Cosner Financial Group is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, Cosner Financial Group is committed to helping clients navigate the complexities of the financial world with expertise and integrity.
1030 Andrews Hwy # 112, Midland, TX 79701, United States -
Merrill Lynch Financial Advisor Carolina Marquez
● ClosedMerrill Lynch Financial Advisor Carolina Marquez is a finance institution located at 300 North Marienfeld Street, Midland, Texas, United States. Carolina Marquez has over ten years of experience in financial services and specializes in addressing wealth management needs for a wide range of clients, including business owners, educators, and individuals in the oil and gas industry. She is bilingual in English and Spanish, providing strategic guidance to the Hispanic community on wealth structuring, investment management, and trust and estate planning services. Carolina is dedicated to providing exemplary service and believes in open communication with clients to simplify the complexities of wealth management. She offers retirement planning tools and personalized plans to help clients achieve their financial goals. Carolina earned her bachelor's degree in Business from the University of Texas of the Permian Basin and is actively involved in serving her community. As a Merrill Lynch Wealth Management Advisor, Carolina focuses on understanding her clients' goals and priorities to develop personalized investment strategies. She is registered to do business in CA, MN, NM, TX, and WI.
300 N Marienfeld St 8th Floor, Suite 800, Midland, TX 79701, United States -
Carter Financial
● ClosedCarter Financial is a full-service financial institution located at 1509 West Wall Street in Midland, Texas. Specializing in retirement planning, our team of experienced financial advisors and wealth managers focus on helping clients generate income from their investments to ensure a steady source of income throughout retirement. With over two decades of experience, Carter Financial Group offers comprehensive financial planning services to help clients preserve their savings and increase their retirement income. Our services include estate planning, tax planning, wealth management, and investment strategies designed to help clients achieve their long-term financial goals. Meet with one of our advisors for a complimentary consultation to see how we can help you enjoy the retirement you deserve.
1509 W Wall St #114, Midland, TX 79701, United States -
RBC Wealth Management Branch - Midland
● ClosedRBC Wealth Management Branch in Midland is a leading financial institution located at 550 West Texas Avenue in Midland, Texas. Our team of experienced wealth management professionals is dedicated to helping our clients achieve their financial goals through personalized investment strategies and expert financial advice. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our team is here to provide you with the guidance and support you need. Visit us today to learn more about how we can help you secure your financial future.
550 W Texas Ave # 120, Midland, TX 79701, United States -
Merrill Lynch Financial Advisor Timothy R Bryson
● ClosedMerrill Lynch Financial Advisor Timothy R Bryson is a finance institution located at 300 North Marienfeld Street, Midland, Texas, United States. The institution offers personalized financial planning services through Merrill Personal Wealth Analysis™, tailored to your goals and priorities. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. By understanding your aspirations and financial situation, they can help you create a customized investment approach to address your needs and pursue your goals. Whether you are planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is committed to helping you achieve financial success. With access to the investment insights of Merrill and banking solutions from Bank of America, they can develop a comprehensive approach to help you manage, grow, and preserve your wealth. The institution believes in the power of personalized financial planning and focuses on developing solutions that can turn your goals into reality. By staying in touch with you to discuss changes in your life and revisiting your financial approach, they aim to help you stay on track to achieve what matters most to you. Contact Merrill Lynch Financial Advisor Timothy R Bryson to start creating a financial approach that reflects your unique needs and priorities.
300 N Marienfeld St 8th Floor, Suite 800, Midland, TX 79701, United States -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a leading finance institution located at 1700 West Wall Street in Midland, Texas, United States. As a trusted provider of financial services, UBS offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. With a strong commitment to excellence and innovation, UBS strives to help clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, asset management, or investment advice, UBS Financial Services Inc. has the expertise and resources to assist you every step of the way.
1700 W Wall St Suite 220, Midland, TX 79701, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 300 North Marienfeld Street in Midland, Texas, offers a wide range of financial services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized wealth planning strategies tailored to meet each client's unique goals and objectives. In addition to traditional investment services, they also offer retirement income planning, guidance on concentrated stock positions, and access to estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are dedicated to client service and satisfaction, working closely with clients to create financial strategies designed to meet their long-term objectives. The branch is also actively involved in charitable outreach, supporting the communities in which they live and work. With a focus on client relationships and personalized financial approaches, Merrill Lynch Wealth Management strives to help clients achieve their financial and life goals.
300 N Marienfeld St 8th Floor, Suite 800, Midland, TX 79701, United States -
Golden Circle Financial Group LLC
● ClosedGolden Circle Financial Group LLC is a leading finance institution located in Lubbock, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. With our convenient location on South Loop 289, we are easily accessible to residents in the Lubbock area. Trust Golden Circle Financial Group LLC to help you achieve your financial goals and secure a stable future.
3223 S Loop 289 # 310, Lubbock, TX 79423, United States -
Evensky & Katz / Foldes Wealth Management
● ClosedEvensky & Katz / Foldes Wealth Management is a leading financial institution located in Lubbock, Texas. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, our team is here to help. With a focus on transparency, integrity, and personalized service, we strive to build long-term relationships with our clients based on trust and mutual success. Visit us at 3223 South Loop 289 to learn more about how we can help you secure your financial future.
Pyramid Plaza, 3223 S Loop 289, Lubbock, TX 79423, United States -
Merrill Lynch Financial Advisor Kyle Fulton
● ClosedMerrill Lynch Financial Advisor Kyle Fulton is a finance institution located at 2510 Marsha Sharp Freeway West, Lubbock, Texas, United States. Kyle Fulton specializes in managing your wealth with a deep understanding of your financial picture. He can create a flexible strategy tailored to your goals, provide access to investment insights from Merrill, and offer banking solutions from Bank of America. Kyle believes in giving back to the community and volunteers with local organizations. At Merrill Lynch Wealth Management, Kyle focuses on what matters most to you - your family, goals, and priorities. He starts by having a conversation to understand your aspirations and help you prioritize your goals. By using tools like the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Kyle can develop a personalized plan centered on your financial goals.
2510 Marsha Sharp Fwy W, Lubbock, TX 79415, United States
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