Financial planning for investments in Harlingen, Texas
17 results found
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Lendmark Financial Services LLC
● ClosedLendmark Financial Services LLC is a finance institution located at 801 North 13th Street in Harlingen, Texas, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team is dedicated to providing personalized solutions and excellent customer service to ensure our clients receive the support they need. Whether you are looking for a loan, investment advice, or financial planning assistance, Lendmark Financial Services LLC is here to help. Visit us today to learn more about how we can help you secure your financial future.
801 N 13th St Suite 11, Harlingen, TX 78550, United States -
Jason Carter - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLocated in Harlingen, Texas, Jason Carter - Financial Advisor at Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial goals. As the winner of the wealth manager category in Kiplinger Readers’ Choice Awards 2023, Jason Carter provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, clients can track their financial journey securely from any device. Backed by the Ameriprise Investment Research Group, Jason Carter offers expert guidance on market conditions and investment impacts. Residents in states where Jason Carter is registered can schedule a complimentary initial consultation to discuss their financial priorities. Ameriprise Financial Services, LLC, is a member of FINRA and SIPC, ensuring privacy and security for clients. Contact Jason Carter today to start planning for a secure financial future.
1415 Stuart Place Rd Ste C, Harlingen, TX 78552, United States -
David Heffernan - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDavid Heffernan is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1206 East Tyler Avenue in Harlingen, Texas, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in areas such as asset management, retirement planning, estate planning, investment management, and more. David Heffernan is dedicated to providing comprehensive financial advice and solutions to individuals, retirees, small business owners, and high net worth clients. Contact him today for all your financial planning needs.
1206 E Tyler Ave, Harlingen, TX 78550, United States -
Bryan Broden Financial Services
● ClosedBryan Broden Financial Services is a reputable finance institution located at 1212 East Harrison Avenue in Harlingen, Texas, United States. With a strong commitment to providing personalized financial solutions, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Bryan Broden Financial Services is here to guide you every step of the way. Trust us to help you secure a stable financial future.
1212 E Harrison Ave # 251, Harlingen, TX 78550, United States -
Edward Jones - Financial Advisor: Carlos E Cuellar
● ClosedEdward Jones - Financial Advisor: Carlos E Cuellar is a reputable financial institution located in Harlingen, Texas. With a focus on providing personalized financial advice and services, Carlos E Cuellar helps clients navigate the complex world of finance to achieve their financial goals. Whether you are planning for retirement, saving for a child's education, or investing for the future, Carlos E Cuellar is dedicated to providing expert guidance and support. Visit us at 1906 East Tyler Avenue to start your journey towards financial success.
1906 E Tyler Ave Suite E2, Harlingen, TX 78550, United States -
Thrivent Financial-Lutherans
● ClosedThrivent Financial-Lutherans is a finance institution located at 1309 East Tyler Avenue, Harlingen, Texas, United States. We believe that everyone deserves a financial plan they can be confident about, which is why we offer resources and match you with the right financial advisor based on your top financial concerns. Our free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. We take the time to understand your unique situation and goals, then identify strategies and solutions to help you achieve those goals. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate life's challenges and opportunities.
1309 E Tyler Ave Ste B, Harlingen, TX 78550, United States -
Sarah Miner - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSarah Miner is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 1206 East Tyler Avenue in Harlingen, Texas, United States. With a focus on personalized financial planning, Sarah helps clients achieve their goals, whether it be saving for retirement, education, or a major purchase like a second home. She provides investment recommendations tailored to individual risk tolerance and regularly reviews progress to ensure clients stay on track. Clients can access their accounts and track progress online from any device, ensuring transparency and security. To learn more about how Sarah can help you reach your financial goals, schedule a complimentary initial consultation. With proper registration, Sarah can conduct securities business with residents of specific states listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, is a member of FINRA and SIPC, and clients can rest assured knowing their financial future is in good hands.
1206 E Tyler Ave, Harlingen, TX 78550, United States -
Matt Heffernan - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenMatt Heffernan is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1206 East Tyler Avenue in Harlingen, Texas. With a focus on finance, Matt Heffernan offers expert advice on stock prices and market trends to help clients make informed decisions about their investments. He is registered to conduct securities business in specific states and provides an initial consultation to discuss financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results, but strives to help clients achieve their financial goals. Clients can expect privacy and security measures in place to protect their information. Matt Heffernan looks forward to helping your friends and family members with their financial needs. Contact Ameriprise Financial Services, LLC for more information on their services and disclosures.
1206 E Tyler Ave, Harlingen, TX 78550, United States -
Farmers Insurance - Belinda Zapata
● ClosedFarmers Insurance - Belinda Zapata is a local insurance agency located at 1733 South 77 Sunshine Strip in Harlingen, Texas. With 20 years of insurance experience, Belinda Zapata is dedicated to helping customers find the best insurance coverage to fit their needs. Whether you are looking for auto, home, renters, business insurance, or retirement planning, Belinda Zapata can provide personalized assistance to help you understand your options. You can schedule an appointment by calling 956-550-8080. From comprehensive coverage to deductibles and discounts, Farmers Insurance - Belinda Zapata can help you navigate the world of insurance with ease. Protect your most valuable possessions with home insurance, renters insurance, condo insurance, or personal umbrella insurance. For small business owners, Farmers Insurance - Belinda Zapata offers customized business insurance packages to reduce risk and protect investments. Additionally, the agency provides insurance options for motorcycles, boats, ATVs, and other recreational vehicles. As a Farmers Insurance and Financial Services agent, Belinda Zapata can help you build a solid financial plan to secure your future. Contact Farmers Insurance - Belinda Zapata today to learn more about your insurance options and start planning for a secure tomorrow.
1733 S 77 Sunshine Strip D, Harlingen, TX 78550, United States -
JLR Insurance Group
● ClosedJLR Insurance Group is a well-established accounting, finance, and insurance agency located at 502 East Harrison Avenue in Harlingen, Texas. With a commitment to providing top-notch financial services and insurance solutions, our experienced team is dedicated to helping clients navigate the complexities of the financial world. Whether you are looking for assistance with tax preparation, investment planning, or finding the right insurance coverage, JLR Insurance Group is here to help. Visit us today and let us help you secure your financial future.
502 E Harrison Ave # B, Harlingen, TX 78550, United States -
Farmers Insurance - Kent Jones
● ClosedFarmers Insurance - Kent Jones is a local insurance agency located at 1102 East Tyler Avenue in Harlingen, Texas. With over 21 years of experience in the insurance industry, Kent Jones is dedicated to providing the best possible service to his clients. Whether you're looking for auto, home, renters, life, flood, commercial, or financial services insurance, Kent Jones can help you navigate your coverage options. He understands the importance of protecting your assets and offers personalized insurance packages to suit your needs and budget. As a Farmers Insurance agent, Kent Jones can help you with comprehensive coverage, collision coverage, deductibles, medical payments, and more. He also offers competitive rates and multi-line insurance discounts to help you save money.
1102 E Tyler Ave, Harlingen, TX 78550, United States -
Western & Southern Life Insurance Company
● ClosedWestern & Southern Life Insurance Company, located at 1906 East Tyler Avenue in Harlingen, Texas, is a trusted insurance agency offering a range of products to help you plan for your financial future. Whether you are looking for life insurance, retirement planning, or investment options, our team is here to provide personalized guidance and solutions tailored to your specific needs. Explore our financial tools, educational articles, and interactive calculators to feel more confident about your personal finances. From evaluating your financial goals to managing your family's finances, we can help you achieve your dreams at every life stage.
1906 E Tyler Ave Suite E 1, Harlingen, TX 78550, United States -
Adolfo Torres - State Farm Insurance
● ClosedAdolfo Torres - State Farm Insurance is located at 622 North Ed Carey Drive in Harlingen, Texas, United States. This insurance agency offers customizable coverage plans to protect your family, belongings, and finances. With options for safe driving rewards, bundling discounts, and more, Adolfo Torres can help tailor a solution that suits your needs. Whether you're looking for auto insurance, homeowners insurance, renters insurance, recreational vehicle insurance, or life insurance, this agency has you covered. They also offer business insurance options and health insurance plans. Additionally, State Farm provides banking services through an alliance with U.S. Bank, as well as investment planning services including annuities. Contact Adolfo Torres in Harlingen, TX for more information and to get started on securing your financial future.
622 N Ed Carey Dr, Harlingen, TX 78550, United States -
Little IV John M
● OpenLittle IV John M is a finance institution located at 1407 Stuart Place Road in Harlingen, Texas. We specialize in providing a range of financial services to our clients, including investment management, financial planning, and wealth management. Our experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized and strategic financial solutions. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Little IV John M is here to help. Visit us today to learn more about how we can assist you in reaching your financial objectives.
1407 Stuart Place Rd suite c, Harlingen, TX 78552, United States -
Jeffrey Cartledge - Thrivent
● ClosedJeffrey Cartledge - Thrivent is a finance institution located at 221 East Van Buren Avenue in Harlingen, Texas, United States. The institution is licensed in multiple states including AK, AR, IL, KS, MN, NC, NE, NM, OH, OK, and TX. Licensing information can be found on the National Association of Insurance Commissioners website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are encouraged to consult with their own attorney or tax professional. Thrivent offers financial planning services through its Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee.
221 E Van Buren Ave Ste 7, Harlingen, TX 78550, United States -
Jeffrey Cartledge - Thrivent
● ClosedLocated at 2955 Dawn Drive in Georgetown, Texas, Jeffrey Cartledge - Thrivent is a finance institution offering a range of insurance, securities, and investment advisory services. With licensing in multiple states including AK, AR, CA, IL, KS, MN, NC, NE, NM, OH, OK, and TX, the institution also has a branch at 221 East Van Buren Avenue in Harlingen, TX. Thrivent and its financial professionals focus on providing advice and guidance through their Financial Planning Framework, with options for further planning engagement through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Clients can consult with appropriately appointed and licensed financial advisors for personalized financial planning and investment strategies. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.
2955 Dawn Dr Ste 103, Georgetown, TX 78628, United States -
Saldivar Guadalupe
● OpenSaldivar Guadalupe is a reputable accounting and finance institution located in Harlingen, Texas, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Saldivar Guadalupe is dedicated to helping their clients achieve their financial goals. Whether you are looking for assistance with bookkeeping or investment advice, this institution is committed to providing top-notch service and expertise. Contact them today to see how they can help you with your financial needs.
Harlingen, TX 78551, United States
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