Financial security assistance in Live Oak, TX
7 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Open Range Financial Group, LLC
● ClosedOpen Range Financial Group, LLC is a trusted financial services firm located in Manvel, Texas, serving retired residents and soon-to-be retirees in the greater Houston area. With decades of experience and a commitment to your success, our advisors will help you navigate the complex decisions that come with retirement planning. We offer personalized financial plans tailored to your individual needs, goals, and risk tolerance, ensuring that you can retire with confidence in your long-term financial security. Our comprehensive services include financial goal planning, asset management, insurance planning, tax-smart investment strategies, charitable giving strategies, and estate planning assistance. We believe in tax diversity in retirement planning and will work with you to create a customized plan that minimizes your overall tax burden. By collaborating with estate planning attorneys, we can help maximize your loved ones' inheritance while minimizing taxes.
9500 Live Oak Ct, Manvel, TX 77578, United States -
Prota Financial
● ClosedProta Financial is a fee-only financial planning institution located in Houston, Texas. Our mission is to eliminate confusion, build a plan, and help you grow your wealth. We understand that managing money can be overwhelming, which is why we work with our clients to create personalized financial plans that provide security and peace of mind. Unlike many other financial planners, we focus on both risk and return when managing investments. Our approach to risk management can help minimize the impact of market volatility on your investments, ultimately leading to better long-term results. We also specialize in helping parents save for their children's college education and assist in estate planning to ensure your legacy goals are met.
1980 Post Oak Blvd #100, Houston, TX 77056, United States -
Eric Sheppard - Financial Advisor, Ameriprise Financial Services, LLC
● OpenEric Sheppard, a financial advisor at Ameriprise Financial Services, LLC, is located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. He offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Eric helps you track your progress towards financial goals, adjusting strategies as needed throughout life changes. You can easily access your investments and accounts from any device, securely sharing information with Eric. Schedule a complimentary initial consultation to learn more about how Eric can help you achieve a more confident financial future. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Please refer to FINRA's BrokerCheck website for information on registered states. Let Eric assist your friends and family in reaching their financial goals as well. Contact Eric Sheppard for more information on financial planning concepts and strategies for a positive financial future.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States -
Deric Eldridge - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDeric Eldridge, a financial advisor at Ameriprise Financial Services, LLC, located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, Deric provides investment and portfolio recommendations to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your financial plan stays on track, with the ability to access your accounts and track progress securely from any device. To learn more about how Deric can assist you, schedule a complimentary initial consultation. With a commitment to meeting your needs and discussing what matters most to you, Deric Eldridge is registered to conduct securities business in specific states and adheres to FINRA regulations. The initial consultation offers an overview of financial planning concepts without written analysis or recommendations, and Ameriprise Financial cannot guarantee future financial results.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States -
Kami Vidor - State Farm Insurance Agent
● ClosedKami Vidor - State Farm Insurance Agent is a reputable insurance agency located at 4228 Thousand Oaks Drive in San Antonio, Texas. Situated at the intersection of Thousand Oaks & Uhr Ln., across from Wal-Mart and next to H&R Block, our agency is easily accessible for all your insurance needs. With over 20 years of financial services experience, our agency is dedicated to providing exceptional service to our customers. We treat our customers like family and strive to make a positive impact on their lives. Whether you need assistance with auto, home, renters, life, health, small business, RV, motorcycle, or boat insurance, we have you covered.
4228 Thousand Oaks Dr, San Antonio, TX 78217, United States -
Farmers Insurance - Khiet Chau
● ClosedFarmers Insurance - Khiet Chau is an insurance agency located at 11901 Toepperwein Road in Live Oak, Texas, United States. As your local Farmers® agent in University City, in the San Antonio Metro area, Khiet Chau helps customers identify the insurance coverage that best fits their needs. With over 45 years of combined industry experience, the agency offers personalized assistance in understanding coverage options for auto, home, renters, business insurance, and more. Customers can reach out by texting (210) 201-3026 or calling for any questions or inquiries. The agency also offers online quotes for auto, home, renters, life, business, and recreational insurance. Farmers Insurance provides comprehensive coverage for various needs, ensuring financial protection in case of unforeseen events. With a focus on customer satisfaction and personalized service, Farmers Insurance - Khiet Chau aims to help clients secure their assets and plan for a secure financial future.
11901 Toepperwein Rd Ste 903, Live Oak, TX 78233, United States -
Farmers Insurance - Wesley DeNeve
● ClosedFarmers Insurance - Wesley DeNeve is a local insurance agency located at 1260 Pin Oak Road in Katy, Texas, United States. With over 17 years of experience in the industry, Wesley DeNeve helps customers identify the insurance coverage that best fits their needs. Whether you're looking for auto, home, renters, life, or business insurance, Wesley can provide personalized assistance to help you understand your options. Living on the gulf coast himself, Wesley understands the unique challenges of the area. From comprehensive coverage to medical payments and deductible options, Wesley can guide you through the process of selecting the right insurance coverage for your needs and budget. Farmers Insurance has been providing insurance products for over 80 years, ensuring that your home and possessions are protected in the event of a disaster.
1260 Pin Oak Rd #200, Katy, TX 77494, United States
- Financial consulting
- Financial advisor
- Tax advisor
- Tax consultant
- Car insurance companies
- Health insurance companies
- Life insurance companies
- Home insurance companies
- financial security assistance in Houston
- financial security assistance in Katy
- financial security assistance in Manvel
- financial security assistance in San Antonio
List of local businesses, places and services in Texas
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos