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TOP 30 Financial security in Universal City, TX
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College Funding Academy
College Funding Academy is a prestigious university located at 125 Ledge Springs in Boerne, Texas, United States. Our institution is dedicated to helping students navigate the complex world of college funding. We offer a range of resources and services to assist students in finding and securing financial aid for their higher education. With experienced professionals and a commitment to student success, College Funding Academy is the perfect place for students to achieve their academic goals without the burden of financial stress. Join us and let us help you pave the way to a brighter future.
UFCU
UFCU, located at 571 University Boulevard in Round Rock, Texas, is a reputable financial institution offering a wide range of services to its members. With a strong focus on community involvement and member satisfaction, UFCU provides personalized financial solutions to help individuals and businesses achieve their goals. From checking and savings accounts to loans and investment options, UFCU is dedicated to helping its members build a secure financial future. Visit us today to experience the difference of banking with UFCU.
Texas State Technical College
Texas State Technical College, located at 1304 San Antonio Street in Austin, Texas, is a university that is committed to supporting students every step of the way. From the application and enrollment process to helping graduates secure employment, TSTC has your back. The institution understands the challenges of balancing college with other responsibilities, which is why they offer affordable tuition, financial aid, and scholarships for qualifying students. TSTC focuses on providing degrees that are in high demand in the job market, with a guarantee that students will find a job within six months of graduation or receive a full tuition refund. This guarantee makes TSTC a valuable option for those looking to further their education and career prospects. Explore the opportunities at Texas State Technical College and see how they can help you achieve your goals.
Beacon Pointe Advisors
allas office and is responsible for developing and maintaining strong relationships with clients to ensure their financial needs are met. Mykael has a background in client services and wealth management, having previously worked at a boutique wealth management firm in Dallas. She holds a bachelor's degree in Finance from the University of Texas at Austin. In her free time, Mykael enjoys traveling, trying new restaurants, and spending time with her family and friends. Overall, Beacon Pointe Advisors in Dallas, Texas offers a comprehensive range of investment advisory services, financial planning, wealth management, and retirement plan services. With a team of experienced and dedicated professionals, Beacon Pointe strives to provide customized solutions to help clients achieve their financial goals and secure their financial future. Whether you are an individual, family, institution, or business owner, Beacon Pointe Advisors is committed to providing top-notch service and support to meet your unique financial needs. Visit their office at 5960 Berkshire Lane in Dallas or connect with them virtually to see how they can assist you with your investment portfolio and financial planning needs.
First Command
First Command is a trusted institution located at 2101 Pat Booker Road in Universal City, Texas. As a bank, finance, and insurance agency, we offer a wide range of financial services to meet the needs of our clients. Our experienced team is dedicated to helping individuals and families achieve their financial goals and secure their future. Whether you need assistance with banking, investment planning, or insurance coverage, First Command is here to provide personalized solutions and expert guidance. Visit us today to learn more about how we can help you build a solid financial foundation.
First Harbor Group LLC
First Harbor Group LLC is a finance institution located at 9525 Katy Freeway in Houston, Texas. We specialize in providing financial expertise and guidance for employee benefits, retirement plans, and individual financial planning. Our team is dedicated to putting our clients on the path to financial success, offering securities through Kestra Investment Services, LLC and investment advisory services through Kestra Advisory Services, LLC. Elizabeth Ramsey, our Benefits Coordinator, brings a wealth of knowledge and dedication to our team. With a bachelor's degree from the University of Houston, Elizabeth is committed to building solid relationships with clients and providing exceptional service. Rosie Orozco, our Operations Coordinator and Office Administrator, ensures that our office runs smoothly and efficiently, promoting a positive and high-performance culture.
Bank By Phone 24 Hour Banking
Bank By Phone 24 Hour Banking is a convenient and reliable institution located at 5010 University Avenue in Lubbock, Texas, United States. As an ATM, bank, and finance center, we offer around-the-clock access to your accounts and financial services through our phone banking system. Whether you need to check your balance, transfer funds, or make a payment, our dedicated team is available 24 hours a day to assist you with all of your banking needs. Trust Bank By Phone 24 Hour Banking for secure and efficient financial services at any time of the day or night.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 1724 West University Drive in Edinburg, Texas, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. Drop off your tax documents and let our experts take care of the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros at this location are fluent in Spanish and ready to assist Spanish-speaking clients. Conveniently located inside Walmart, you can get your taxes done while you shop, ensuring you still receive your biggest refund, guaranteed.
Dumas Capital Partners
Dumas Capital Partners is a boutique corporate finance firm and merchant bank located at 9824 Ironwood Drive, Denton, Texas. With over three decades of combined investment and merchant banking experience, our Managing Directors have closed more than 200 transactions valued at over $2 billion. We specialize in providing sophisticated advisory services for mergers, acquisitions, divestitures, capital formation, and balance sheet refinancings for emerging growth and middle market family-owned and publicly-listed companies with enterprise values typically ranging from $2.5 to $250 million. Our team offers independent and objective advice, along with creative solutions to challenging financial problems. We customize our services for each engagement to ensure we exceed our client's financial objectives. Investment Banking services and Securities are offered through StillPoint Capital LLC, Member FINRA/SIPC. Jack Kearney, Sr., Managing Director of Investment Banking and Co-founder, has over 30 years of experience in raising equity and debt capital, M&A strategies, and debt restructuring. Kerri Sinn, Corporate Finance Assistant, joined the team in 2021 and brings a background in banking, human resources, executive support, and entrepreneurship. She has a proven track record of supporting leaders and collaborating with cross-functional teams in various sectors. Kerri holds a Professional Human Resources Certification (PHR) from the University of Dallas and a Securities License, Series 6 from the Texas Department of Insurance.
Excalibre Investments of Texas, LLC
Excalibre Investments of Texas, LLC is a finance and real estate agency located at 624 West University Drive in Denton, Texas, United States. Specializing in multifamily real estate properties, Excalibre Investments focuses on acquiring and managing these properties to provide passive income to investors. With a strong emphasis on valuing investors' time and money, the institution aims to give investors more freedom to pursue their hobbies, interests, and lifestyle. Imagine a day when you receive your first check from your multifamily investment, or when your child thanks you for paying for their college education without student loan debt. Excalibre Investments is dedicated to helping investors achieve financial success and security through strategic real estate investments.
Tailwind Advisors
Tailwind Advisors, located at 1320 South University Drive in Fort Worth, Texas, is a finance institution that goes above and beyond to create unique financial strategies tailored to each family they serve. With a legacy of excellence spanning 15 years, Tailwind Advisors takes a discreet and strategic approach to wealth management. They focus on stewarding dreams and securing legacies, understanding that true wealth is about more than just numbers. With over $1.3 billion in assets under management, Tailwind Advisors constructs diversified portfolios across multiple asset classes, including public equities, fixed income, real assets, and private investments. Their team strives to find the best opportunities in marketable securities and private assets, offering potential for higher returns and reduced portfolio volatility.
Palmer Nunn Wealth Management LLC
Palmer Nunn Wealth Management LLC is a finance institution located at 1320 South University Drive in Fort Worth, Texas, United States. We specialize in helping clients secure their financial futures and provide personalized plans for individuals and families. Our experienced team, including registered representatives Teresa Palmer and Jarrod Nunn, offer securities and advisory services through United Planners Financial Services. We are dedicated to meeting our clients' needs, whether in person or through virtual meetings. Schedule a consultation with us today to discuss your financial goals and how we can help you achieve them. Please note that Palmer Nunn Wealth Management is not a broker dealer or registered investment adviser. We operate in compliance with regulations and offer services in select states. Visit https://brokercheck.finra.org/ to learn more about our investment professionals.
Daasfinancials
Daasfinancials is a finance institution located at 8786 Kennsington Street, Frisco, Texas, United States. We specialize in helping our clients identify opportunities, build diversified portfolios, and optimize returns for a secure financial future. Our comprehensive estate planning solutions include wills, trusts, power of attorney, and inheritance services. We offer retirement planning services that focus on creating personalized strategies tailored to your individual needs. Our expertise in financial services and products includes fixed annuities, IUL Plans, Guaranteed Universal Life (GUL) insurance, and Indexed annuities.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 2750 West University Drive in Denton, Texas, United States. While our tax advance loans have ended for this year, our Tax Pros are still available to help you maximize your refund. You can conveniently drop off your tax documents and let a Tax Pro take care of the rest, including a final review and e-signing process. Our location inside Walmart allows you to get your taxes done while you shop, with the guarantee of receiving your biggest refund. Although Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. To ensure you receive personalized service, we recommend booking an appointment online or calling (972) 317-3555 to reserve time with a Tax Pro. Our team at 2750 W. University Drive Jackson Hewitt is fluent in English and ready to assist you with your tax needs.
Merrill Lynch Private Wealth Advisor Austin Burt
Merrill Lynch Private Wealth Advisor Austin Burt is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. They offer industry-leading research and expert analysis to help individuals, families, businesses, and nonprofit institutions achieve their financial goals. The team includes private wealth advisors from Merrill Private Wealth Management and financial advisors from Merrill Lynch Wealth Management, working together to meet specialized needs and build relationships based on trust and personalized service. Dan, a multiple degree holder from The University of Texas at Austin, leads the team with a focus on managing substantial wealth and shaping a legacy for the future. Michael, another key member, brings extensive experience in working with nonprofits, endowments, businesses, and ultra high net worth families to address various financial needs. Bob, the founder of the Nelson Wood Nelson team, specializes in devising strategies for concentrated stock positions and using options to enhance portfolio returns.
Fenix Finance
Fenix Finance is a reputable financial institution located at 1017 Pat Booker Road in Universal City, Texas, United States. Specializing in a wide range of financial services, Fenix Finance is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized solutions and expert advice to meet the unique needs of each client. Whether you are looking for loans, investment opportunities, or financial planning services, Fenix Finance is committed to providing top-notch service and support. Visit them today to learn more about how they can help you secure your financial future.
Brockman & Associates
Brockman & Associates is a finance and insurance agency located in The Woodlands, Texas. Our founder, Ben, serves as the Wealth Advisor for our clients, guiding them in making wise financial decisions. We offer services in cash flow/retirement planning, investment planning, college education planning, estate & wealth transfer planning, and family & business succession planning. Our team is dedicated to providing the best service experience for our clients. Emilee provides support in client service and administrative tasks, while Josh brings years of experience as a Senior Financial Analyst. Allison plays a vital role in our marketing and branding efforts.
Pam Friedman, Robertson Stephens
Pam Friedman, Robertson Stephens is a boutique finance institution located at 1308 Navasota Street in Austin, Texas, United States. Led by Managing Director and Principal Pam Friedman, who has nearly 30 years of financial planning and investment experience, the firm offers a comprehensive suite of wealth management solutions. Pam is a Certified Financial Planner™ professional and Certified Divorce Financial Analyst® who has authored books on marriage, divorce, and maintaining a healthy financial balance. She has been featured in various publications and on ABC News Radio. Pam is also a trained family law mediator and teaches financial topics in divorce to mediator trainees. The institution is known for its expertise in financial planning, investment strategies, and divorce planning. Pam holds an MBA, BBA, and BA in Finance and Economics from The University of Texas at Austin. The firm is dedicated to helping clients achieve their financial goals and maintain a healthy financial balance.
JJRB
JJRB is a leading accounting and finance institution located at 6900 Dallas Parkway, Plano, Texas, United States. Our mission is to promote health and financial freedom through accounting and tax advice. We are the first professional firm in the world dedicated to preventing bankruptcy and fraud using technology and science. Our team consists of professionals from top universities and academies around the world, ready to connect with you at the click of a button. To access our services, a business consultancy is required to determine your company's specific needs and offer the right solutions. The first 30 minutes of consultation are free, with charges starting after 35 minutes. With our services, you can become the entrepreneur you've always wanted to be, starting from scratch and building your brand for eternity.
Ultimate College Consultants
Ultimate College Consultants is a premier college counseling service located at 1901 Industrial Boulevard in Colleyville, Texas. Our team of experienced consultants is dedicated to helping students navigate the college admissions process and achieve their academic goals. From selecting the right schools to crafting standout applications, we provide personalized guidance every step of the way. With a focus on individualized attention and expert advice, Ultimate College Consultants is committed to helping students reach their full potential and secure admission to their dream colleges.
The Prep Factory
The Prep Factory, located at 2401 Scott Avenue in Fort Worth, Texas, is a transformative institution that focuses on guiding students through the college admissions and scholarship processes. Led by Dr. Keisha White, The Prep Factory believes that every student deserves access to higher education, regardless of their background or resources. The institution has helped numerous students, like Mariyah, secure scholarships and navigate the complexities of college enrollment. Parents and students alike have praised The Prep Factory for its invaluable assistance and support in making the transition to higher education smooth and worry-free. Whether it's answering questions, providing guidance on financial aid, or organizing conference calls with universities, The Prep Factory is always prepared to help students achieve their academic and career goals. With a dedicated team and a commitment to empowering students, The Prep Factory is a beacon of hope for those seeking to further their education and reach their full potential.
TSTC Richmond
TSTC Richmond is a university located at 117 Lane Drive in Rosenberg, Texas, United States. We are committed to supporting our students every step of the way, from the application process to finding a job after graduation. Our institution offers affordable tuition, financial aid, and scholarships for eligible students, making college accessible to all. With a focus on in-demand degrees, we guarantee that students will secure a job within six months of graduation or receive a full tuition refund. Explore the opportunities available at TSTC Richmond and start building your future today.
Sun Loan Company
Sun Loan Company is a trusted finance institution located at 523 East University Drive in Edinburg, Texas, United States. Our dedicated team is committed to providing personalized loan solutions to help individuals achieve their financial goals. Whether you need a personal loan, auto loan, or installment loan, we are here to help. With competitive rates and flexible repayment options, Sun Loan Company is your go-to source for reliable financial assistance. Visit us today to learn more about how we can help you secure the funds you need.
Brent Meaux - State Farm Insurance Agent
Brent Meaux - State Farm Insurance Agent is a reputable insurance agency located at 219 North Bowie Street in Jasper, Texas, United States. With a strong association with State Farm since 1987, our dedicated team specializes in out-of-state transfers to Texas, particularly in the Lake Sam Rayburn & Toledo Bend Lake areas. We proudly serve various cities in Texas including Jasper, Kirbyville, Brookeland, Newton, Buna, and more. Our achievements include prestigious awards such as Million Dollar Round Table, Chairman's Circle, and Crystal Excellence. As a proud sponsor of various community organizations and events, we are committed to serving our customers with care, professionalism, and efficiency. With a background in marketing and management from McNeese State University, our team is dedicated to providing top-notch insurance services to our clients.
Farmers Insurance - Daniel Priest
Farmers Insurance - Daniel Priest is an insurance agency located at 347 South Main Street in Lumberton, Texas, United States. Daniel Priest, the owner, has deep roots in Southeast Texas and is dedicated to providing excellent insurance services to the community. With a degree in Finance from Lamar University and years of experience in the financial industry, Daniel is committed to helping clients find the right insurance coverage for their needs and budget. Whether you're looking for auto insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, or recreational insurance, Farmers Insurance - Daniel Priest has you covered. With over 80 years of experience, Farmers Insurance is a trusted provider that will be there for you in the event of a disaster.
Keith Wolfe - State Farm Insurance Agent
Keith Wolfe - State Farm Insurance Agent is an insurance agency located at 156 South Main Street, Lumberton, Texas, United States. Keith Wolfe is an Ambassador Travel Qualifier, Chairman's Circle Qualifier, Senior Vice President's Club Qualifier, and State Farm Lone Star Leaders Program Qualifier. He has been with State Farm since 2009, focusing on providing Home, Life, Business, and Auto Insurance services to clients in Lumberton, Silsbee, Kountze, and Buna. Keith also assists in relocations to Hardin County and offers Commercial and Health Insurance options. He attended Northwestern State University and is licensed to provide Auto and Home Insurance in Louisiana as well. Additionally, Keith Wolfe is a Notary Public. For more information, visit their Yelp page or call (409) 755-4023 for assistance. Please note that State Farm VP Management Corp. distributes securities and State Farm Life Insurance Company issues Life Insurance and annuities. Deposit products are offered by U.S. Bank National Association. For pet insurance, American Pet Insurance Company and ZPIC Insurance Company underwrite policies. State Farm is not affiliated with Trupanion or American Pet Insurance. Rocket Mortgage, LLC provides mortgage services, and State Farm VP Management Corp. is a separate entity from State Farm entities providing banking and insurance products. For tax or legal advice, consult a professional advisor.
Tony Falgout - State Farm Insurance Agent
Tony Falgout - State Farm Insurance Agent is a reputable insurance agency located at 5788 39th Street, Groves, Texas, United States. Tony Falgout, a Lamar University Graduate and recipient of various accolades such as LUTC Legion of Honor Qualifier, Honor Agent Qualifier, National Convention Qualifier, Life Honor Club Qualifier, and Award of Excellence from State Farm, leads the agency. At Tony Falgout - State Farm Insurance Agent, we prioritize protecting your property and electronics from power surges and electrical hazards. We offer tips and advice on how to prevent such incidents. Additionally, we provide guidance on managing finances during a divorce, as well as DIY auto maintenance tips to combat rising repair costs.
Cashier's Office
The Cashier's Office in Beaumont, Texas, United States is where students, faculty, and staff can go to pay tuition fees, purchase parking permits, and settle any outstanding balances. The office is responsible for handling all financial transactions related to the university, ensuring accuracy and security in all transactions. The friendly and knowledgeable staff are available to assist with any questions or concerns regarding payments and financial matters. Visit the Cashier's Office for all your financial needs while attending the university.
Farmers Insurance - Jason Hawkins
Located at 147 North Runnels Street in De Kalb, Texas, the Farmers Insurance - Jason Hawkins agency is your go-to for all your insurance needs. Jason Hawkins, a local with deep roots in the community, is dedicated to providing personalized and painless insurance solutions to his clients. With over 20 years of experience and a Bachelor of Science in Economics from Texas A & M University, Jason is committed to serving his community with integrity and southern hospitality. Whether you're in need of auto insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, or recreational insurance, Jason Hawkins Farmers® Insurance Agency has got you covered. By offering competitive rates, multi-line insurance discounts, and tailored coverage options, Jason ensures that you have the protection you need for your assets and loved ones.
Alan Donaldson - State Farm Insurance Agent
Alan Donaldson - State Farm Insurance Agent is an insurance agency located at 2301 Midwestern Parkway, Wichita Falls, Texas, United States. Conveniently situated across the intersection from Midwestern State University, we offer a range of insurance services to meet your needs. Whether you are looking for caregiver insurance, first car insurance for new drivers, or tips on DIY auto maintenance, we are here to help. Please note that we prioritize your privacy and security, so please refrain from sharing sensitive personal information. For assistance with our website, please call (940) 264-5602. State Farm Life Insurance Company and U.S. Bank National Association are among the entities we work with to provide you with comprehensive insurance and financial solutions. Remember to consult a tax or legal advisor for personalized advice.
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