TOP 30 Financial planning for small business in Schertz, Texas
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Kristen Christensen - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKristen Christensen is a Financial Advisor at Ameriprise Financial Services, LLC located at 16852 Interstate 35 North, Schertz, Texas, United States. She holds various certifications including 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, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kristen specializes in providing financial planning services for individuals, retirees, small business owners, and high net worth clients. She is committed to upholding a code of ethics and providing expert advice on asset management, investment strategies, estate planning, retirement planning, and insurance products. Kristen is dedicated to helping her clients make informed decisions and achieve their financial goals.
16852 I-35 N, Schertz, TX 78154, United States -
Rick Cantara - State Farm Insurance Agent
● ClosedRick Cantara - State Farm Insurance Agent is a trusted insurance agency located at 14791 Interstate 35 North in Selma, Texas, United States. With over 20 years of experience serving the state of Texas, Rick Cantara and his team are dedicated to providing insurance and financial services to individuals, families, and small businesses. As spring brings thunderstorms to the San Antonio Metro area, now is the perfect time to review your homeowner's insurance policy to ensure you are protected from the unexpected. State Farm offers a variety of options to safeguard your home and autos from the volatile weather conditions of this season. Whether you need auto, home, health, life, or business insurance, Rick Cantara - State Farm Insurance Agent has the products to meet your needs.
14791 I-35 N Ste 105, Selma, TX 78154, United States -
Farmers Insurance - Natascha Reynoso
● ClosedFarmers Insurance - Natascha Reynoso is a local insurance agency located at 6051 Farm to Market Road 3009 in Schertz, Texas. Specializing in helping individuals and businesses customize insurance coverage for their cars, homes, businesses, and life, Natascha Reynoso also offers financial services such as retirement plans, mutual funds, and 529 plans. Serving clients in Bexar, Guadalupe, and Comal counties, Natascha Reynoso is dedicated to educating her clients on their insurance needs and helping them plan for a secure financial future. As an active member of the local community, Natascha Reynoso volunteers with various organizations and is committed to giving back. Whether you need auto, home, life, renters, or business insurance, Farmers Insurance - Natascha Reynoso can help tailor a coverage plan to meet your specific needs. Contact Natascha Reynoso today for a consultation and start planning for a more secure future.
6051 FM3009 Ste 246, Schertz, TX 78154, United States -
Steven Garza - State Farm Insurance Agent
● ClosedSteven Garza - State Farm Insurance Agent is a health and insurance agency located at 1996 Schertz Parkway in Schertz, Texas, United States. The office opened in 2018, with Steven Garza at the helm, who has a background as an Agent Aspirant in West Texas. Born and raised in Seminole, TX, Steven relocated to Schertz in 2017. The agency is actively involved in the community, supporting local events and organizations such as The Chamber and local high schools. They offer a range of insurance and financial services to help customers prepare for the unexpected. The experienced team at Steven Garza - State Farm Insurance Agent is dedicated to providing reliable coverage for auto, home, renters, life, and business insurance, as well as financial services. The office welcomes customers to call, click, text, or stop by to meet the team and discuss their insurance needs. With a focus on customer service and community involvement, Steven Garza - State Farm Insurance Agent is committed to helping customers stay covered and prepared.
1996 Schertz Pkwy Ste. 404, Schertz, TX 78154, United States -
Bill Hicks - State Farm Insurance Agent
● ClosedBill Hicks - State Farm Insurance Agent is a trusted insurance agency located at 210 Farm-To-Market Road 78 in Schertz, Texas. With over 30 years of experience in the insurance industry, we offer a wide range of insurance services including Auto Insurance, Home Insurance, Life Insurance, Renter’s Insurance, Condo Insurance, Motorcycle Insurance, RV Insurance, Business Insurance, and Financial Services. Our team is dedicated to providing outstanding service to residents in Schertz, Cibolo, Universal City, and surrounding areas, with a focus on helping individuals and families protect what's important to them. Whether you are new to the area or looking to switch insurance providers, we are here to help you with all your insurance needs. Give us a call, click, text, or stop by our office for a free quote today. We are ready to be your insurance advocate and help you achieve your financial goals.
210 Farm-To-Market Rd 78, Schertz, TX 78154, United States -
Farmers Insurance - Jacqueline Cruz
● ClosedFarmers Insurance - Jacqueline Cruz is an insurance agency located at 1996 Schertz Parkway, Schertz, Texas, United States. As a local Farmers® agent, Jacqueline Cruz helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, and more, Jacqueline offers personalized and straightforward services to make customers smarter about insurance. With over 80 years of experience, Farmers® provides competitive rates and multi-line insurance discounts to protect your most valuable possessions. From car insurance to life insurance, renters insurance to business insurance, Jacqueline Cruz can help you customize a plan to reduce risk and protect your investments. With options for personal umbrella insurance, recreational insurance, and financial planning, Jacqueline is dedicated to helping you reach your goals and secure a stable future. Contact Farmers Insurance - Jacqueline Cruz today for a comprehensive insurance quote and start protecting what matters most to you.
1996 Schertz Pkwy Ste 203, Schertz, TX 78154, United States -
M & M Bookkeeping and Tax Service, LLC
● ClosedM & M Bookkeeping and Tax Service, LLC is a trusted accounting and finance institution located at 2500 Jane Addams Drive in Schertz, Texas, United States. Our team of experienced professionals is dedicated to providing top-notch bookkeeping and tax services to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of financial management with ease. Whether you need assistance with tax preparation, payroll processing, or general accounting services, M & M Bookkeeping and Tax Service, LLC is here to help. Contact us today to learn more about how we can support your financial needs.
2500 Jane Addams Dr, Schertz, TX 78154, United States -
Barrett Cooper Accounting, PC
● ClosedBarrett Cooper Accounting, PC is a reputable accounting firm located at 204 Mill Street in Schertz, Texas. Our team of experienced professionals specializes in providing top-notch accounting and finance services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, financial planning, or any other financial services, we are here to assist you. Trust Barrett Cooper Accounting, PC for all your accounting needs and let us help you achieve your financial goals.
204 Mill St, Schertz, TX 78154, United States
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