Financial planning and wealth management in Texas
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Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 2510 Marsha Sharp Freeway West in Lubbock, Texas, is a finance institution that offers comprehensive wealth planning services for individuals, families, business owners, executives, and institutions. The experienced advisors at the branch provide personalized financial strategies based on years of combined knowledge and expertise in wealth management. Beyond wealth planning advice, Merrill Lynch Wealth Management advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their personal and professional goals to create customized financial strategies designed to meet their long-term objectives.
2510 Marsha Sharp Fwy W, Lubbock, TX 79415, United States -
Riddle Capital Management
● OpenRiddle Capital Management is a leading finance institution located at 3304 64th Street in Lubbock, Texas, United States. With a team of experienced financial experts, we specialize in providing personalized investment strategies and wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, our dedicated team is here to guide you every step of the way. Trust Riddle Capital Management to help you secure your financial future.
3304 64th St, Lubbock, TX 79413, United States -
Merrill Lynch Financial Advisor Eric Pittman
● ClosedMerrill Lynch Financial Advisor Eric Pittman, located at 2510 Marsha Sharp Freeway West in Lubbock, Texas, is a finance institution focused on providing personalized wealth management strategies. Eric, Vice President and Senior Financial Advisor, has been with Merrill Lynch Wealth Management since 2007 and holds professional designations such as Chartered Retirement Planning Counselor℠(CRPC®) and Chartered Retirement Plans Specialist℠(CRPS®). With a background in business practices and family wealth management, Eric specializes in personal and corporate retirement strategies, estate planning services, and insurance strategies. He is dedicated to building relationships with his clients and understanding their individual needs and goals. Through the Merrill Personal Wealth Analysis™, Eric helps clients create customized financial plans centered on their aspirations. By offering in-depth financial advice and exceptional service, Eric aims to help clients achieve their financial goals and provide peace of mind for the future. Additionally, Eric is actively involved in the Lubbock community, serving on the Board of Advisors for the University Medical Center Foundation and volunteering with organizations such as the American Cancer Society and Hope Lodge – Lubbock. With a focus on understanding clients' changing priorities and goals, Eric Pittman and his team at Merrill Lynch Wealth Management strive to provide comprehensive financial solutions tailored to each individual's needs.
2510 Marsha Sharp Fwy W, Lubbock, TX 79415, United States -
Basin Wealth Management
● ClosedBasin Wealth Management is a leading finance institution located at 3300 North A Street in Midland, Texas, United States. Our team of experienced professionals is dedicated to providing comprehensive wealth management services tailored to meet the unique financial goals and needs of our clients. From investment planning to retirement strategies, we offer personalized solutions to help individuals and families achieve financial success. With a commitment to excellence and integrity, Basin Wealth Management is your trusted partner in building and preserving wealth for the future.
3300 N A St Bldg. One, Ste. 108, Midland, TX 79705, United States -
Jorge Vielledent ChFC, CLU, Synergy Wealth Management
● ClosedJorge Vielledent ChFC, CLU, Synergy Wealth Management is a reputable financial institution located at 550 South Mesa Hills Drive in El Paso, Texas, United States. Specializing in providing comprehensive wealth management services, Jorge Vielledent and his team offer expert advice and personalized solutions to help clients achieve their financial goals. With a focus on synergy and collaboration, they strive to create a cohesive financial plan that maximizes wealth and minimizes risk for their clients. Trustworthy and experienced, Jorge Vielledent ChFC, CLU, Synergy Wealth Management is dedicated to helping individuals and families secure their financial future.
550 S Mesa Hills Dr STE A3, El Paso, TX 79912, United States -
Crown Wealth Strategies, El Paso Wealth Management Dipp Metzger CFP Certified Financial Planner
● ClosedCrown Wealth Strategies is a leading wealth management institution located in El Paso, Texas. Led by Dipp Metzger, a Certified Financial Planner (CFP), our team is dedicated to providing expert financial advice and solutions to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, our experienced professionals are here to help. Visit us at 621 Resler Drive to learn more about how Crown Wealth Strategies can help you secure your financial future.
621 Resler Dr, El Paso, TX 79912, United States -
Dodds Wealth Management Group
● ClosedDodds Wealth Management Group is a leading finance institution located at 5915 Silver Springs Drive in El Paso, Texas, United States. Our team of dedicated financial experts is committed to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing comprehensive financial planning services, Dodds Wealth Management Group is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.
5915 Silver Springs Dr Building #4, El Paso, TX 79912, United States -
Merrill Lynch Financial Advisor Laura Jones
● ClosedMerrill Lynch Financial Advisor Laura Jones is a finance institution located at 4699 North Mesa Street, El Paso, Texas, United States. Laura Jones, International Wealth Advisor, Senior Vice President, has been in the financial services industry since 1995. She specializes in helping clients build personalized wealth management strategies to meet their individual needs. By listening and guiding clients in making informed decisions, Laura aims to deliver a comprehensive approach to managing wealth. The institution offers the Merrill Personal Wealth Analysis™ to create personalized plans centered around clients' goals. By utilizing research in behavioral finance, they tailor financial approaches to align with clients' investing preferences and priorities. As life and goals change, the institution provides tools to track these changes and adjust financial strategies accordingly. Laura's mission is to understand each client's unique needs and provide personalized plans to help achieve financial goals while managing investment risk. Through regular check-ins and adjustments, the institution aims to keep clients on track towards their objectives. With a focus on building a dedicated one-on-one relationship, Merrill Lynch Financial Advisor Laura Jones offers personalized investment strategies and comprehensive financial solutions to help clients navigate the complexities of their financial lives.
4699 N Mesa St 1st Floor, El Paso, TX 79912, United States -
Merrill Lynch Financial Advisor Dwayne M Cates
● ClosedMerrill Lynch Financial Advisor Dwayne M Cates is located at 4699 North Mesa Street, El Paso, Texas, United States. As a finance institution, Dwayne M Cates and his team of investment industry professionals bring their financial knowledge and the global investment capabilities of Merrill to provide personalized wealth plans and banking solutions from Bank of America. With 22 years of experience in the financial services industry, Dwayne M Cates specializes in corporate benefit programs and can help corporate executives integrate their benefits into a long-term financial approach. Dwayne M Cates follows the Merrill tradition of community service and volunteering, demonstrating a commitment to the communities they serve. Through the Merrill Personal Wealth Analysis™, Dwayne M Cates can help build and document personalized financial plans centered on individual goals and aspirations. By engaging in conversations and understanding the unique goals and priorities of each client, Dwayne M Cates works to develop customized financial approaches that help clients pursue their financial goals and navigate life changes.
4699 N Mesa St 1st Floor, El Paso, TX 79912, United States -
Triple Point Wealth Management of Raymond James
● OpenTriple Point Wealth Management of Raymond James is a leading financial institution located at 4503 North Mesa Street in El Paso, Texas. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized investment strategies and comprehensive financial planning, we strive to provide top-tier services tailored to each client's unique needs and objectives. Trust Triple Point Wealth Management of Raymond James to guide you towards a secure and prosperous financial future.
4503 N Mesa St, El Paso, TX 79912, United States -
Carson Wealth
● ClosedCarson Wealth is a finance institution located at 4545 Hondo Pass Drive in El Paso, Texas, United States. Our team of financial advisors works closely with families and individuals to provide personalized retirement planning, investment and portfolio management, life insurance, and long-term care insurance services. We prioritize client goals and strive to put together all the pieces of the retirement puzzle so our clients can look forward to retirement with anticipation. Our primary service areas include El Paso, Las Cruces, Mesilla, San Ysidro, San Pablo, Southern New Mexico, West Texas, and more. We are committed to helping our clients gain confidence in their financial situation and pursue their goals. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are offered through CWM, LLC, an SEC Registered Investment Advisor. For more information about our firm and advisors, please visit www.adviserinfo.sec.gov or https://brokercheck.finra.org/.
4545 Hondo Pass Dr Suite C, El Paso, TX 79904, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a finance institution located at 4699 North Mesa Street, El Paso, Texas, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions in both rising and turbulent markets. We offer financial strategies based on years of wealth management knowledge and expertise, going beyond just wealth planning advice. Our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We prioritize client service and satisfaction, helping clients identify personal and professional goals to create tailored financial strategies. Additionally, we are committed to giving back to our communities through volunteerism and charitable outreach. As a Merrill client, you have access to industry-skilled advisors supported by investing insights, wealth planning platforms, and technological resources. Our culture is dedicated to providing training, mentoring, and technology for new and experienced advisors. We focus on individually customized investment approaches and wealth management advice to support all aspects of a client's financial life. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering critical skills and knowledge to assist individuals in pursuing their financial goals. Please note that investing involves risk and it is important to consult legal and tax advisors before making financial decisions.
4699 N Mesa St 1st Floor, El Paso, TX 79912, United States -
Victor Mascorro, Jr. - LPL Financial
● ClosedVictor Mascorro, Jr. - LPL Financial is a finance institution located at 201 East Main Street in El Paso, Texas, United States. With a focus on providing comprehensive financial services, they are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, their team of experienced professionals is committed to providing personalized solutions tailored to your specific needs. Trust Victor Mascorro, Jr. - LPL Financial to guide you towards a secure financial future.
201 E Main St Ste. 1615, El Paso, TX 79901, United States -
Trilogy Financial Planning
● ClosedTrilogy Financial Planning is a leading finance institution located at 6090 Surety Drive in El Paso, Texas. With a team of experienced financial advisors, Trilogy specializes in providing comprehensive financial planning services to help clients achieve their financial goals and secure their future. Whether you are planning for retirement, saving for education, or investing for the future, Trilogy Financial Planning is dedicated to providing personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards financial success.
6090 Surety Dr Suite 210, El Paso, TX 79905, United States -
Symphony Financial
● ClosedSymphony Financial is a renowned financial institution located at 4855 North Mesa Street in El Paso, Texas. As a leading player in the finance industry, Symphony Financial offers a wide range of services including investment management, financial planning, and wealth management. With a team of experienced professionals, Symphony Financial is dedicated to providing top-notch financial solutions tailored to meet the unique needs and goals of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Symphony Financial is committed to helping you achieve your financial objectives. Visit us today at our El Paso location to learn more about how we can assist you in reaching your financial goals.
4855 N Mesa St UNIT 120, El Paso, TX 79912, United States -
Retirement Resources Wealth Management., LP
● ClosedRetirement Resources Wealth Management., LP is a reputable finance institution located at 7362 Remcon Circle in El Paso, Texas, United States. Specializing in wealth management for retirees, their team of experienced professionals provides personalized financial planning services to help clients achieve their retirement goals. With a focus on long-term financial security and stability, Retirement Resources Wealth Management., LP is dedicated to helping retirees navigate the complexities of retirement planning and investment management.
7362 Remcon Cir, El Paso, TX 79912, United States -
Populus Capital Management
● ClosedPopulus Capital Management is a prestigious finance institution located at 5580 Westside Drive in El Paso, Texas, United States. With a team of experienced professionals, Populus Capital Management offers expert financial advice and services to help individuals and businesses achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Populus Capital Management is dedicated to providing personalized solutions tailored to your unique financial needs. Trust in Populus Capital Management to help you navigate the complex world of finance and secure your financial future.
5580 Westside Dr, El Paso, TX 79932, United States -
Carolyn L Mora Financial Services
● ClosedCarolyn L Mora Financial Services is a reputable accounting and finance institution located at 11163 La Quinta Place in El Paso, Texas, United States. With years of experience in the financial industry, our team of professionals is dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, we are here to assist you every step of the way. Trust Carolyn L Mora Financial Services for all your financial needs.
11163 La Quinta Pl, El Paso, TX 79936, United States -
Mirau Capital Management, Inc.
● OpenMirau Capital Management, Inc. is a finance institution located at 2300 George Dieter Drive in El Paso, Texas, United States. We specialize in helping individuals create well-thought-out strategies to address their financial needs and concerns. By using the Mirau Game Plan, we analyze your current financial situation and determine your retirement needs, providing you with a custom strategy to reach your unique retirement goals. Our team is dedicated to assessing your financial situation and making recommendations that are in your best interest with integrity and transparency. Our founder, Brian Mirau, and our team are committed to helping you build, protect, and preserve your assets. We offer a variety of investment and insurance products to custom suit your needs and objectives. Securities and advisory services are offered through Madison Avenue Securities, LLC, and we are licensed to do business in several states. Attend one of our informational events or schedule a visit to learn more about retirement income strategies, wealth management, and more. Join us to discover how we can help you achieve your ideal retirement.
2300 George Dieter Dr #3963, El Paso, TX 79936, United States -
GP Tax and Financial Services
● ClosedGP Tax and Financial Services is a reputable institution located at 1346 Lee Trevino Drive in El Paso, Texas. Specializing in accounting and finance, the institution provides a wide range of services to individuals and businesses seeking expert financial guidance. With a team of experienced professionals, GP Tax and Financial Services offers personalized solutions to help clients navigate the complexities of tax planning, financial management, and investment strategies. Whether you are looking to maximize your tax savings or grow your wealth, this institution is dedicated to providing top-notch service and support to help you achieve your financial goals.
1346 Lee Trevino Dr #112, El Paso, TX 79936, United States -
Marcado asset management
● OpenMarcado Asset Management is a leading financial institution located at 4940 Broadway in San Antonio, Texas. With a strong track record of success, we specialize in providing personalized investment solutions and asset management services to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and expert guidance. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Marcado Asset Management is here to help you every step of the way. Contact us today to learn more about how we can assist you in managing your finances effectively.
4940 Broadway, San Antonio, TX 78209, United States -
Money Concepts Wealth Management and Financial Planning
● ClosedMoney Concepts Wealth Management and Financial Planning is a renowned finance institution located in Del Rio, Texas, United States. Our team of expert financial advisors and wealth managers are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we provide personalized financial solutions tailored to your specific needs. Visit us at 100 Center Drive to start your journey towards financial success today.
100 Center Dr, Del Rio, TX 78840, United States -
ML&R Wealth Management LLC
● OpenML&R Wealth Management LLC, located at 411 West Main Street in Round Rock, Texas, is dedicated to empowering your future through comprehensive financial planning. Since 1997, our team has been providing order, direction, and confidence to individuals, business owners, and non-profit leaders alike. Our wealth management Austin advisors focus on personalized service, tailored to your unique needs. Whether you are seeking wealth management services, retirement planning for your employees, or long-term guidance for your organization, ML&R Wealth Management is here to help. Our high net-worth clients benefit from our disciplined, long-term investment approach, based on the science of capital markets.
411 W Main St, Round Rock, TX 78664, United States -
Sanchez Financial Consultants, Inc.
● ClosedSanchez Financial Consultants, Inc. is a reputable finance institution located at 7109 North Bartlett Avenue in Laredo, Texas, United States. Our team of experienced financial consultants provides expert advice and guidance on a wide range of financial matters, including investment planning, retirement planning, tax strategies, and more. We are committed to helping our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and start building a solid financial plan tailored to your needs.
7109 N Bartlett Ave Ste 205, Laredo, TX 78041, United States -
Moneta Financial Group, LLC
● ClosedMoneta Financial Group, LLC is a finance institution located at 2330 East Freddy Gonzalez Drive in Edinburg, Texas, United States. They offer a wide range of financial services including investment management, retirement planning, and wealth management. With a team of experienced professionals, Moneta Financial Group, LLC is dedicated to helping their clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to excellence set them apart in the industry. Visit them today to see how they can assist you with your financial needs.
2330 E Freddy Gonzalez Dr #2003, Edinburg, TX 78542, United States -
Independent Wealth Consultants
● ClosedIndependent Wealth Consultants is a leading finance and insurance agency located at 4812 South Jackson Road in Edinburg, Texas. Our team of expert consultants provides personalized financial planning and insurance solutions to help our clients achieve their wealth management goals. With a focus on independence and integrity, we offer unbiased advice and customized strategies to help individuals and families secure their financial future. Contact us today to schedule a consultation and start building a solid foundation for your financial success.
4812 S Jackson Rd, Edinburg, TX 78539, United States -
Libra Wealth Consultants
● ClosedLibra Wealth Consultants is a leading financial institution located at 4516 South McColl Road in Edinburg, Texas, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Trust Libra Wealth Consultants to help you secure your financial future.
4516 S McColl Rd, Edinburg, TX 78539, United States -
MG Wealth Strategies, Mario Gutierrez Financial Advisor
● ClosedMG Wealth Strategies, Mario Gutierrez Financial Advisor, is a leading finance institution located in McAllen, Texas. As a trusted financial advisor, Mario Gutierrez provides personalized wealth management strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial advice, MG Wealth Strategies is dedicated to helping clients navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or seeking to grow your wealth, Mario Gutierrez and his team are committed to providing exceptional service and guidance. Visit MG Wealth Strategies at 200 South 10th Street to start planning for a secure financial future today.
200 S 10th St #1300, McAllen, TX 78501, United States -
Orbis Wealth Consulting
● OpenOrbis Wealth Consulting is a leading finance institution located at 3700 North 10th Street in McAllen, Texas, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Orbis Wealth Consulting is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards financial success.
3700 N 10th St #330, McAllen, TX 78504, United States -
Teamwork Financial Group - McAllen
● ClosedTeamwork Financial Group - McAllen, located at 3400 North McColl Road in McAllen, Texas, is a finance institution dedicated to helping individuals create personalized retirement strategies. By using an Integrated Legal, Tax, and Financial Plan, the experienced team at Teamwork Financial Group will assess your current financial situation and determine your retirement needs. Schedule a meeting with Teamwork Financial Group to receive a custom strategy tailored to help you reach your unique retirement goals. Download a 6-page instant guide on key financial challenges that can impact your income plan in retirement.
3400 N McColl Rd b1, McAllen, TX 78501, United States
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