Financial planning for business owners in Flower Mound, TX
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Merrill Lynch Financial Advisor Justin Lemish
β OpenMerrill Lynch Financial Advisor Justin Lemish is a finance institution located at 4281 Esplanade Place in Flower Mound, Texas, United States. Justin has been a Financial Professional since 2013, specializing in providing a comprehensive approach to wealth management. He listens to clients' goals and objectives to develop a financial strategy tailored to help them reach those goals. With the investment insights of Merrill Lynch Wealth Management and the banking resources of Bank of America, Justin can address every aspect of a client's financial situation. Justin is passionate about helping clients achieve financial security so they can spend time with family, friends, and doing what they love. He also focuses on assisting small and medium businesses in providing employee benefits. Justin holds the Certified Plan Fiduciary Advisor, CPFA designation, and has the insight and experience to help business owners provide retirement strategies for employees by offering access to the firm's fiduciary advisory services.
4281 Esplanade Pl Suite 300, Flower Mound, TX 75028, United States -
Farmers Insurance - Zachary Pettikas
β OpenFarmers Insurance - Zachary Pettikas is an insurance agency located at 2651 Sagebrush Drive, Flower Mound, Texas. As a local Farmers Agency, they are dedicated to serving the community and being a trusted resource for families' futures. The agency prioritizes creating a family-friendly environment and aims to make the insurance experience smooth and easy to understand. The agency owner, Zachary Pettikas, values family and enjoys spending time with his wife and four kids. Services offered include car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and recreational insurance. The agency also provides financial services to help clients build a solid financial plan for the future. For added coverage, they offer personal umbrella insurance. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated companies underwrite the insurance policies. Customers can contact the agency at (972)316-6388 for more information and to receive a quote.
2651 Sagebrush Dr Ste 112, Flower Mound, TX 75028, United States -
Merrill Lynch Wealth Management
β OpenMerrill Lynch Wealth Management is a finance institution located at 4281 Esplanade Place in Flower Mound, Texas, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions in both rising and turbulent markets to address wealth planning challenges and opportunities. We offer personalized financial strategies based on years of combined wealth management knowledge and experience, going beyond traditional wealth planning to provide guidance on retirement income planning, concentrated stock positions, and access to estate planning services through Bank of America. Our advisors are dedicated to client service and satisfaction, helping clients identify their personal and professional goals and creating financial strategies to meet their long-term objectives. We are committed to giving back to the communities we serve through volunteerism and charitable outreach. As a Merrill client, you have access to industry-skilled advisors supported by the resources of a leading global financial services firm.
4281 Esplanade Pl Suite 300, Flower Mound, TX 75028, United States
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