Financial portfolio review in Texas

Edward Jones - Financial Advisor: Alan R Reese is a trusted financial institution located at 507 South 9th Street in Midlothian, Texas, United States. As a dedicated financial advisor, Alan R Reese provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Alan R Reese is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Alan R Reese is here to provide expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Jeff Sanders, AAMS™ is a reputable financial institution located at 5209 Heritage Avenue in Colleyville, Texas, United States. Specializing in providing personalized financial planning and investment services, Jeff Sanders, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, clients can rely on the expertise and guidance of Jeff Sanders to navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Jeff Sanders, AAMS™ is committed to providing tailored solutions to meet your individual needs.

Edward Jones - Financial Advisor: Austyn Scott is a reputable financial institution located at 2200 Pool Road in Grapevine, Texas, United States. Specializing in providing personalized financial advice and services, Austyn Scott and their team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect tailored financial solutions to meet their individual needs. Whether you are planning for retirement, saving for college, or looking to invest, Austyn Scott at Edward Jones is committed to helping you make informed decisions and secure your financial future.

Vivid Financial Group is a leading finance institution located at 1701 West Northwest Highway in Grapevine, Texas, United States. Specializing in a wide range of financial services, including investment planning, wealth management, and retirement planning, our dedicated team of experts is committed to helping clients achieve their financial goals. With a focus on personalized service and strategic financial solutions, Vivid Financial Group is the trusted partner for individuals and businesses seeking to secure their financial future. Visit us today to learn more about how we can help you navigate the complexities of the financial world with confidence and clarity.

Nathan Towers is a financial advisor at Ameriprise Financial Services, LLC located at 1608 Airport Freeway, Bedford, Texas, United States. Nathan 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®, CERTIFIED FINANCIAL PLANNER™, 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®. Nathan specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong commitment to ethics and expertise in various areas of financial planning, Nathan is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Nathan Towers at Ameriprise Financial Services, LLC for personalized financial advice and guidance.

Nikki Fry - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 236 West Pecan Street, Celina, Texas, United States. Nikki Fry holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers services for individuals, retirees, small business owners, and high net worth clients. Additional certifications include Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, and Certified Fund Specialist, among others. Nikki Fry is dedicated to providing comprehensive financial planning services to meet the diverse needs of clients.

Edward Jones - Financial Advisor: Jody T Madding is a trusted financial institution located at 133 Chieftain Drive in Waxahachie, Texas. Specializing in personalized financial planning and investment services, Jody T Madding is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones - Financial Advisor: Jody T Madding is committed to helping individuals and families secure their financial future. Contact them today to learn more about their comprehensive financial services.

Edward Jones - Financial Advisor: Andy Polanco is a reputable financial institution located at 800 West Airport Freeway in Irving, Texas. As a trusted advisor, Andy Polanco provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Andy Polanco offers expertise in investment strategies, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for the future, Edward Jones - Financial Advisor: Andy Polanco is dedicated to providing quality financial advice and guidance.

Jeff Brown - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6363 State Highway 161, Irving, Texas, United States. Each Ameriprise advisor has “Top areas of focus” that can help align with your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that best suits your needs. By filling out the “Request consultation” form, you can connect with your desired advisor who will reach out to schedule a complimentary initial consultation.

Edward Jones - Financial Advisor: Justin George is a trusted finance institution located at 610 Uptown Boulevard in Cedar Hill, Texas, United States. Justin George and his team are dedicated to providing personalized financial advice and guidance to help individuals and families reach their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Justin George offers a wide range of financial services including investment planning, retirement planning, education savings, and insurance. Whether you are planning for the future or looking to make the most of your current financial situation, Justin George and his team are here to help you navigate the complexities of the financial world with confidence and peace of mind.

Kevin J Pittman is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 7460 Warren Parkway in Frisco, Texas, United States. Specializing in finance, Kevin offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. He works closely with clients to document their goals, regularly review progress, and adjust strategies as life changes. Clients can easily access their investments and accounts from any device and track progress towards their financial goals securely. Those interested in learning more can schedule a complimentary initial consultation to discuss their financial needs and objectives. Kevin's expertise and guidance help clients navigate the complexities of financial planning with confidence. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Kevin J Pittman is registered in states where he conducts securities business, as listed on FINRA's BrokerCheck website. The Confident Retirement® approach offered by Kevin is designed to help clients plan for a secure financial future. Contact Kevin J Pittman for personalized financial advice and support.

Merrill Lynch Financial Advisor Lauren Campanello Ford is a finance institution located at 286 Grand Avenue, Southlake, Texas, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. We focus on your family, goals, and priorities, adapting as they evolve over time. With decades of experience in tailored financial advice and guidance, we understand the diverse goals and needs that can arise in your lifetime. Our process begins by gaining a deep understanding of who you are and what you value, creating a roadmap for your financial goals and providing customized investment and wealth management services. We educate you on your investments and work to ensure you understand how they contribute to your financial strategy. Our holistic approach includes coordination with your other professionals, such as CPAs and attorneys, to ensure all aspects of your wealth management plans are well understood. We specialize in helping executives and business owners plan for retirement, addressing complexities such as compensation packages and restricted stock positions. Our goal is to build lasting relationships with you and your family, helping you achieve your financial aspirations. Through Merrill Personal Wealth Analysis™, we develop personalized plans centered on your goals. We believe in staying in touch, regularly reviewing your progress and making adjustments to keep you on track. Our dedicated team is committed to helping you reach your goals and navigate life's changes. Contact us today to start building a customized investment approach that reflects your unique needs and priorities.

Dusty Tripp - RBC Wealth Management Financial Advisor is a leading financial institution located at 1 Cowboys Way in Frisco, Texas, United States. As a trusted advisor, Dusty Tripp offers personalized financial planning services to help clients achieve their long-term financial goals. With a focus on wealth management, investment strategies, and retirement planning, Dusty Tripp is dedicated to providing expert guidance and support to clients seeking to secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Dusty Tripp - RBC Wealth Management Financial Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Michael Witt is a financial advisor at Ameriprise Financial Services, LLC, located at 6860 Dallas Parkway in Plano, Texas, United States. With a focus on individual goals and risk tolerance, Michael provides investment recommendations and portfolio management to help clients achieve their financial objectives. Regular meetings and progress reviews ensure that strategies are adjusted as life circumstances change. Clients have access to their investments and accounts at any time, from any device, for secure tracking of their progress. To learn more about how Michael can assist with retirement planning, education funding, major purchases, and more, schedule a complimentary initial consultation. Investment products are not FDIC insured and involve risks, while advisory services are provided by Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, a member of FINRA and SIPC. Please refer to FINRA's BrokerCheck website for a list of states where Michael is registered to conduct securities business. Reach out to discuss your financial goals today.

Merrill Lynch Financial Advisor Barton Bonney is a finance institution located at 286 Grand Avenue, Suite 200 in Southlake, Texas, United States. The team at this institution is dedicated to understanding your values and helping you achieve your financial goals. They believe in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. The team includes a Registered Senior Wealth Management Client Associate who is committed to helping you pursue your life goals and plan your legacy. At Merrill Lynch Wealth Management, your financial advisor focuses on your family, goals, and priorities, even as they change over time. They start every relationship with a conversation to identify and prioritize your goals. By understanding your investment personality and preferences, they can customize a financial approach to help you pursue what matters most to you. The team offers personalized investment strategies and comprehensive financial solutions to help you reach your goals.

Merrill Lynch Financial Advisor Richard L Sullins is a finance institution located at 286 Grand Avenue, Southlake, Texas, United States. Our team specializes in creating wealth management strategies tailored to help you achieve your financial goals. With a focus on transparency and earning your trust, we offer personalized one-on-one attention along with the global resources of Merrill Lynch Wealth Management and the banking convenience of Bank of America. Richard Sullins has been in the financial services industry since 1998 and is dedicated to understanding where clients are in their financial journey. As a Texas native and Texas A&M graduate, Richard is actively involved in the community and supports various organizations. Our approach begins with a conversation to identify your priorities and goals, allowing us to develop a personalized plan centered around what matters most to you. We believe in helping you pursue your aspirations while managing investment risks. Contact us today to start working towards your financial objectives with the support of a dedicated Merrill Lynch Wealth Management Advisor.

Russ Ray - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6860 Dallas Parkway, Plano, Texas, United States. As an Ameriprise Platinum Financial Services® Advisor, Russ Ray provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can expect regular meetings to review progress, update strategies as needed, and track their financial journey securely online. With a focus on retirement planning and addressing common concerns such as market fluctuations and inflation, Russ Ray offers a Retirement InteractiveSM tool to explore potential challenges to retirement income. Those interested in a more confident financial future can schedule a complimentary initial consultation to begin the financial planning process. Ameriprise Financial Services, LLC is a registered investment adviser offering investment products and services, with securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Clients can rest assured that their financial goals are in good hands with Russ Ray and the team at Ameriprise Financial Services, LLC.

Jeff Davis - Financial Advisor at Ameriprise Financial Services, LLC, located at 6860 Dallas Parkway in Plano, Texas, is a trusted finance institution dedicated to helping clients achieve their financial goals. Jeff provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track success. Clients can easily access their investments and accounts from any device, securely sharing information with Jeff. To learn more or schedule a complimentary initial consultation, visit the website for background and qualification information. Jeff Davis is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The institution prioritizes client relationships and values referrals from satisfied clients. Get in touch to start discussing your financial priorities and take steps towards a secure financial future with Ameriprise Financial Services, LLC.

R A Financial Planning - Ameriprise Financial Services, LLC is a finance institution located at 580 South Denton Tap Road, Coppell, Texas, United States. They offer investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. They provide regular meetings to review progress, update approaches, and track progress towards goals. Clients can access their investments and accounts from any device securely. The institution offers complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial advisors are registered to do business in certain U.S. states. They cannot guarantee future financial results. Clients can refer to the advisor's personal website or FINRA's BrokerCheck website for additional details. The institution values referrals and aims to help friends and family achieve their financial goals. Clients agree to the terms of the Ameriprise Financial Website Rules and Regulations. Member of FINRA and SIPC.

Edward Jones - Financial Advisor: Mark Weinandt, CRPC™ is a reputable financial institution located at 14603 Huebner Road in San Antonio, Texas, United States. With a focus on personalized service and tailored financial solutions, Mark Weinandt, a Certified Retirement Planning Counselor (CRPC™), offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Mark Weinandt and the team at Edward Jones are dedicated to providing top-notch financial planning services to meet your needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Steven Muldowney is a financial advisor at Ameriprise Financial Services, LLC, located at 3522 Paesanos Parkway in San Antonio, Texas, United States. With a focus on individual goals and risk tolerance, Steven provides investment, asset allocation, and portfolio recommendations to help clients achieve their financial objectives. Regular meetings are held to review progress, adapt strategies to life changes, and track progress towards goals. Clients have access to their investments and accounts from any device, securely sharing information with Steven. For those considering a major purchase or managing cash flow, Ameriprise offers flexible lending solutions to support financial goals. New clients can schedule a complimentary initial consultation to explore how Steven can assist in planning for a more confident financial future. Investment products are not insured by the FDIC, NCUA, or any federal agency, and involve risks including potential loss of principal.

Merrill Lynch Financial Advisor Jacob Flach is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. Their focus is on wealth management as a dynamic process, working with clients to identify goals for the future and navigate life's challenges and transitions. The institution helps clients create personalized financial strategies that reflect their investment personality and life priorities. They offer tools to track changes in clients' lives and goals, ensuring their financial approach evolves accordingly. The team at Merrill Lynch is committed to understanding each client's unique needs and aspirations, helping them pursue their financial goals while managing investment risk. Advisors at Merrill Lynch have received recognition for exemplary client service from prestigious industry publications. The institution is supported by the global resources of Merrill, with a team of experienced individuals dedicated to building strong client relationships based on trust and personalized service. Clients can benefit from the Merrill Personal Wealth Analysis™ to build and document a personalized financial plan centered on their goals. The institution emphasizes the importance of staying connected with clients to discuss changes in their lives and financial markets, ensuring they stay on track to achieve what's most important to them. Merrill Lynch Wealth Management Advisors work with clients to navigate financial complexities, providing customized investment approaches to address their needs and pursue their goals. Clients can expect a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor, who will listen, guide, and help them achieve their financial objectives.

Aaron Hunter - Financial Advisor at Ameriprise Financial Services, LLC is located at 6860 Dallas Parkway in Plano, Texas, United States. As a finance institution, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We prioritize what matters most to you, whether it's planning for retirement, education, or a major purchase like a second home. Our services include documenting your goals, regular progress reviews, and adjusting your approach as life changes. You can easily access your investments and accounts from any device, track your progress, and securely share information with us. If you have questions or would like to schedule a complimentary initial consultation, please get in touch.

Anthony Garcia is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1314 East Sonterra Boulevard in San Antonio, Texas, United States. Anthony 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®, CERTIFIED FINANCIAL PLANNER™, 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®. With expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more, Anthony Garcia is dedicated to providing comprehensive financial services to individuals and small business owners. Whether you are planning for retirement, managing your investments, or navigating the complexities of divorce or estate planning, Anthony Garcia is here to help guide you through every step of the financial planning process.

Merrill Lynch Financial Advisor Brian W Tramontano, located at 1803 Broadway, San Antonio, Texas, United States, is a finance institution that specializes in wealth management. The institution believes in a personalized approach to financial planning, focusing on understanding the goals and priorities of each individual and their family. By utilizing the Investment Personality Assessment, the institution aims to create a customized financial strategy that reflects the unique investment preferences of each client. The team of talented and experienced individuals at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Recognized by industry publications such as Forbes and Barron's, the advisors at Merrill Lynch are committed to providing exemplary client service. With access to the global resources of Merrill and banking solutions from Bank of America, the institution offers a comprehensive approach to addressing the financial needs of its clients. By regularly reviewing and adjusting the financial approach based on changes in life and goals, the institution aims to help clients stay on track to achieve their most important financial objectives. Let Merrill Lynch Financial Advisor Brian W Tramontano help you navigate the complexities of your financial life and work towards reaching your goals.

Located at 1803 Broadway in San Antonio, Texas, Merrill Lynch Financial Advisor Andrea Arechandieta provides personalized wealth management services with the support of the global resources of Merrill. Our team is dedicated to building strong client relationships based on trust and personalized service. We take the time to understand each client's unique circumstances, goals, and priorities, recognizing that they may change over time. Whether it's transferring wealth to the next generation, pursuing passions, or staying informed, we see ourselves as financial allies for each succeeding generation.

Mesquite Wealth San Antonio - Ameriprise Financial is a finance institution located at 1314 East Sonterra Boulevard in San Antonio, Texas, United States. If you or someone you know has financial questions, our practice is here to help. We offer complimentary initial consultations to discuss your individual goals, whether it be retirement, education, or a major purchase. Our team provides investment recommendations based on your personal risk tolerance and regularly reviews your progress to ensure you are on track to meet your financial goals. You can access your investments and accounts securely from any device and track your progress towards your goals. Our services also include important topics such as Social Security benefits and identity theft protection. We are proud to have advisors like Steve Dziuk recognized on the Forbes Best-in-State Wealth Advisors list, showcasing our commitment to helping clients achieve their long-term financial goals. Schedule a consultation with us to see how personalized advice can help you reach your financial goals. Please note that Ameriprise financial advisors are registered in certain U.S. states, so be sure to check the advisor's personal website or FINRA’s BrokerCheck website for more information. Thank you for considering Mesquite Wealth San Antonio - Ameriprise Financial to help you or your loved ones achieve financial success.

Edward Jones - Financial Advisor: Robert T Zito, AAMS™ is a reputable finance institution located at 160 Creekside Park in Spring Branch, Texas, United States. As a knowledgeable and experienced financial advisor, Robert T Zito, AAMS™ provides personalized financial planning services to help clients achieve their long-term financial goals. Whether you are looking to invest for retirement, save for your child's education, or build wealth for the future, Robert T Zito, AAMS™ can provide expert guidance and tailored solutions to meet your unique needs. Trust Edward Jones - Financial Advisor: Robert T Zito, A “good neighbor” committed to helping you secure a brighter financial future.

LLG Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 10001 Reunion Place in San Antonio, Texas, United States. They offer a range of services including investment recommendations, asset allocation, and portfolio management tailored to individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides complimentary initial consultations and regular reviews to ensure clients' financial plans are up to date. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations. The institution cannot guarantee future financial results but is committed to helping clients achieve their goals. Privacy and security are a top priority, with resources available to protect against email fraud. Clients can refer friends and family to the institution for financial guidance.

Located at 1803 Broadway in San Antonio, Texas, Merrill Lynch Financial Advisor Newlin E Lancaster provides personalized wealth management services with the support of the global resources of Merrill. Our team is dedicated to building strong client relationships based on trust and personalized service. We take the time to understand each client's unique circumstances, goals, and priorities, recognizing that they may change over time. Whether it's transferring wealth to the next generation, pursuing passions, or staying informed, we see ourselves as financial allies for each succeeding generation.