Financial services for families in Southlake, TX
42 results found
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Dallas Fort Worth Fertility Associates - Southlake Clinic
● ClosedDallas Fort Worth Fertility Associates - Southlake Clinic is a top-tier health institution located at 910 East Southlake Boulevard in Southlake, Texas, United States. We specialize in providing high-quality fertility testing and treatment in a sensitive, caring, and safe environment. Our team of highly trained fertility doctors offers comprehensive services for both men and women, including assessment, IUI, IVF, Egg Freezing, and more. We are committed to delivering the highest quality personal care to our patients, ensuring a compassionate and safe environment for all. Our dedication to excellence has earned us the honor of being named a Top 100 Fertility Clinic in the United States by Newsweek Magazine.
910 E Southlake Blvd, Southlake, TX 76092, United States -
Heritage Financial Planning
● OpenHeritage Financial Planning is a reputable finance institution located at 2920 West Southlake Boulevard in Southlake, Texas, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic investment management. With a focus on preserving and growing our clients' wealth, we offer comprehensive financial planning services tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for college, or simply looking to build and protect your assets, Heritage Financial Planning is here to guide you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.
2920 W Southlake Blvd #140, Southlake, TX 76092, United States -
Structured Financial Services
● ClosedStructured Financial Services is a trustworthy and dedicated financial planning institution located at 330 Morrison Park Drive in Southlake, Texas. We believe in a first things first approach to financial planning, ensuring that each aspect provides a solid foundation for your future. Our goal is to help you build a secure financial future and have peace of mind knowing your family's future is protected through estate planning. In addition to financial planning, we offer business consulting services for those looking to start or improve their own business. As an independent financial services company, we have access to a wide range of financial products to help you find the best solutions for your needs.
330 Morrison Park Dr #100, Southlake, TX 76092, United States -
Merrill Lynch Financial Advisor Scot Rogers
● OpenMerrill Lynch Financial Advisor Scot Rogers, located at 286 Grand Avenue, Southlake, Texas, is a finance institution that offers wealth management strategies and investment services to individuals, families, and business clients. With over 30 years of experience in the financial services industry, Scot Rogers and his team aim to simplify clients' lives by helping them make informed financial decisions based on personalized plans designed to achieve their goals. Scot holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor designation, ensuring that clients receive expert advice and guidance. By getting to know each client personally, Scot and his team develop customized financial approaches that reflect individual needs, priorities, and financial situations. With access to the global resources of Merrill Lynch, clients can expect comprehensive financial solutions tailored to help them achieve their goals. Whether planning for retirement, funding education, or managing wealth for future generations, Scot Rogers and his team are committed to building strong client relationships based on trust and personalized service.
286 Grand Ave # 200, Southlake, TX 76092, United States -
Merrill Lynch Financial Advisor Hayden Holley
● OpenMerrill Lynch Financial Advisor Hayden Holley is located at 286 Grand Avenue, Suite 200, Southlake, Texas, United States. The institution is a finance type, providing personalized financial services supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. The advisors at Merrill have been recognized for their exemplary client service by financial industry publications and Bank of America Corporation. The institution focuses on understanding the client's goals, priorities, and family dynamics to create a customized financial approach. Through in-depth conversations, the advisors help clients identify and prioritize their financial goals, whether it's planning for retirement, purchasing a home, or funding a child's education. The Investment Personality Assessment tool is used to gain a deeper understanding of the client's investing preferences and tailor the financial approach accordingly.
286 Grand Ave # 200, Southlake, TX 76092, United States -
Leon Scheffler - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLeon Scheffler, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2840 West Southlake Boulevard, Southlake, Texas, United States, offers a range of financial services to help clients achieve their goals and protect their assets. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in the expertise and professionalism of the institution. From insurance solutions to investment products, Ameriprise Financial Services, LLC provides personalized recommendations to suit individual needs. By setting up a complimentary initial consultation, clients can take the first step towards a more confident financial future. Investment products are not insured by the FDIC or any federal agency, and involve risks including possible loss of principal. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Leon Scheffler is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC cannot guarantee future financial results, but strives to help clients navigate the complexities of financial planning. With a focus on privacy and security, clients can trust in the integrity of the institution. Feel free to refer friends or family members to Ameriprise Financial Services, LLC for expert financial guidance and support.
2840 W Southlake Blvd Ste 120, Southlake, TX 76092, United States -
Edward Jones - Financial Advisor: Brent D McIlvain, CFP®|CPWA®|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Brent D McIlvain, CFP®|CPWA®|AAMS™|CRPC™ is a reputable financial institution located at 241 East Southlake Boulevard in Southlake, Texas, United States. With a team led by Brent D McIlvain, who holds multiple prestigious certifications including Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), the institution provides expert financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Edward Jones is dedicated to providing personalized and comprehensive financial solutions to meet your needs.
241 E Southlake Blvd Suite 140, Southlake, TX 76092, United States -
Edward Jones - Financial Advisor: Robert D Williams
● ClosedEdward Jones - Financial Advisor: Robert D Williams is a trusted financial institution located at 515 West Southlake Boulevard in Southlake, Texas, United States. As a dedicated financial advisor, Robert D Williams helps clients achieve their financial goals through personalized investment strategies and expert guidance. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Robert D Williams and the team at Edward Jones are here to help you every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future.
515 W Southlake Blvd Suite 110, Southlake, TX 76092, United States -
Edward Jones - Financial Advisor: Holly Eaton, AAMS™
● ClosedEdward Jones - Financial Advisor: Holly Eaton, AAMS™ is a trusted financial institution located at 241 East Southlake Boulevard in Southlake, Texas, United States. Holly Eaton, a certified Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, investing for the future, or saving for a major life event, Holly Eaton and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
241 E Southlake Blvd Suite 140, Southlake, TX 76092, United States -
Kyle Coleman - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKyle Coleman - Financial Advisor at Ameriprise Financial Services, LLC, located at 550 Reserve Street in Southlake, Texas, offers personalized financial planning services. Kyle, along with his wife Donna, enjoys spending time with their family and spoiling their granddaughter. In his free time, Kyle enjoys playing golf, reading books, and having conversations over a good cup of coffee. Kyle is registered to conduct securities business in certain states and is committed to helping clients achieve their financial goals. The initial consultation provides an overview of financial planning concepts, and Ameriprise Financial cannot guarantee future financial results. Clients can expect a personalized approach and guidance in creating a financial plan tailored to their needs. Contact Kyle Coleman for a meeting to discuss your financial goals and secure your financial future.
550 Reserve St #190, Southlake, TX 76092, United States -
Hearthstone Wealth Management - Ameriprise Financial Services, LLC
● OpenHearthstone Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 2840 West Southlake Boulevard in Southlake, Texas, United States. Our team of Ameriprise financial advisors are registered to do business in specific U.S. states and are dedicated to helping you achieve your financial goals. During an initial consultation, we will discuss financial planning concepts tailored to your needs. While we cannot guarantee future financial results, we are committed to providing personalized guidance to help you make informed decisions. Please visit our website for important disclosures and information on privacy and security. As a member of FINRA and SIPC, we adhere to strict regulations to protect your investments. We welcome referrals from satisfied clients and look forward to assisting your friends or family members with their financial objectives. Trust Ameriprise Financial Services, LLC to provide you with expert financial advice and support.
2840 W Southlake Blvd Ste 120, Southlake, TX 76092, United States -
Edward Jones - Financial Advisor: Gary Datta
● ClosedEdward Jones - Financial Advisor: Gary Datta is a trusted finance institution located at 560 North Kimball Avenue in Southlake, Texas. Gary Datta is a dedicated financial advisor who provides personalized investment and wealth management 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: Gary Datta is committed to providing top-notch financial guidance and support to individuals and families in the Southlake area. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Gary Datta and his team are here to help you every step of the way.
560 N Kimball Ave Suite 120, Southlake, TX 76092, United States -
Edward Jones - Financial Advisor: Tammy Kesterson
● ClosedEdward Jones - Financial Advisor: Tammy Kesterson is a trusted finance institution located at 2101 Kirkwood Boulevard in Southlake, Texas, United States. As a dedicated financial advisor, Tammy Kesterson provides personalized investment and wealth management 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: Tammy Kesterson is committed to helping individuals and families plan for a secure financial future.
2101 Kirkwood Blvd Ste 130, Southlake, TX 76092, United States -
Vince Mendiola - Associate Manager, Ameriprise Financial Services, LLC
● ClosedVince Mendiola - Associate Manager at Ameriprise Financial Services, LLC, located at 950 East State Highway 114, Southlake, Texas, United States, offers personalized financial advice, investment recommendations, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Vince Mendiola helps clients navigate their financial journey. Background and qualification information can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure. Whether you are saving for a major purchase or planning for the future, Vince Mendiola can assist you in creating a sound financial strategy. The institution offers insights into the current stock market trends and can help clients understand the potential outcomes for the future. If you are interested in learning more about how to secure a confident financial future, schedule a complimentary initial consultation.
950 E State Hwy 114 Ste 100, Southlake, TX 76092, United States -
BUBAN FINANCIAL SERVICES
● OpenBuban Financial Services is a reputable finance institution located at 250 West Southlake Boulevard in Southlake, Texas, United States. With a commitment to providing top-notch financial services, our team of professionals is dedicated to helping individuals and businesses achieve their financial goals. From wealth management to investment planning, we offer a wide range of services tailored to meet the unique needs of our clients. Trust Buban Financial Services to be your partner in financial success.
250 W Southlake Blvd #118, Southlake, TX 76092, United States -
VisionaryWealth - Ameriprise Financial Services, LLC
● OpenVisionaryWealth - Ameriprise Financial Services, LLC is a finance institution located at 640 North Carroll Avenue, Southlake, Texas, United States. At VisionaryWealth, we understand that time is our most valuable asset, which is why all client visits are scheduled by appointment only. Our Ameriprise financial advisors are individually registered to do business in certain U.S. states, and we encourage you to visit their personal websites or FINRA’s BrokerCheck website for additional details. During your consultation, we will discuss what is most important to you and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you achieve your financial goals. By referring your friends or family members to us, you are giving them the opportunity to benefit from our services as well.
640 N Carroll Ave # 100, Southlake, TX 76092, United States -
Merrill Lynch Financial Advisor Lauren Campanello Ford
● OpenMerrill 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.
286 Grand Ave # 200, Southlake, TX 76092, United States -
Merrill Lynch Financial Advisor Barton Bonney
● OpenMerrill 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.
286 Grand Ave # 200, Southlake, TX 76092, United States -
Merrill Lynch Financial Advisor Richard L Sullins
● OpenMerrill 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.
286 Grand Ave # 200, Southlake, TX 76092, United States -
Merrill Lynch Financial Advisor Connor Price
● OpenMerrill Lynch Financial Advisor Connor Price, located at 286 Grand Avenue in Southlake, Texas, is a reputable finance institution dedicated to helping clients plan for their retirement and achieve their financial goals. The team at Merrill works closely with each client to understand their unique priorities and financial situation, providing personalized advice and exceptional client service. Recognized by prestigious publications such as Forbes and Barron's, the advisors at Merrill Lynch have set the standard for exemplary client service in the financial industry. Supported by the global resources of Merrill, the team is composed of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
286 Grand Ave # 200, Southlake, TX 76092, United States -
Dr. Paige Sohn
● OpenDr. Paige Sohn is a dentist located at 165 Stonebridge Lane in Southlake, Texas. Dr. Sohn and her team are dedicated to providing quality dental care to families in the Southlake area. With a focus on preventive care, they aim to help patients maintain their oral and overall health. The office is designed with patient comfort in mind, offering immediate availability and online scheduling for convenience. Dr. Sohn understands the challenges of maintaining a healthy lifestyle while balancing other responsibilities, which is why she is committed to helping patients of all ages take care of their teeth and gums.
165 Stonebridge Ln Ste 100, Southlake, TX 76092, United States -
Brad Moss DDS PLLC
● ClosedBrad Moss DDS PLLC is a trusted dental institution located at 1011 North Carroll Avenue in Southlake, Texas. Dr. Brad Moss and his experienced team provide a wide range of dental services, including routine maintenance, restorative dentistry, and smile makeovers. With over 30 years of experience, our practice offers crowns, bridges, dental implants, porcelain veneers, and teeth whitening. We are committed to providing quality, comprehensive care for patients of all ages in a clean and patient-centric environment. Our team stays up-to-date on the latest dental technology and techniques through continuing education. We strive to make every visit a positive and enjoyable experience by offering gentle, professional, and personalized care.
1011 N Carroll Ave, Southlake, TX 76092, United States -
Phil Rice - State Farm Insurance Agent
● ClosedWelcome to the Phil Rice State Farm Insurance Agency located at 395 West State Highway 114 in Southlake, Texas. Our office is conveniently situated on the eastbound 114 service road between Dove Road and White Chapel Road. We are here to assist you with all your insurance needs, whether it's for your home, auto, renters, business, or life insurance. As a team, we are dedicated to providing exceptional customer service in a friendly and welcoming atmosphere. Our office is even pet-friendly, so feel free to bring your furry friend along when you visit. Our goal is to build lasting relationships with our customers and provide personalized guidance to ensure you have the protection you deserve.
395 W State Hwy 114 Suite 400, Southlake, TX 76092, United States -
Bill Tait - State Farm Insurance Agent
● ClosedBill Tait - State Farm Insurance Agent is a trusted insurance agency located at 565 South Kimball Avenue in Southlake, Texas. Our team is dedicated to helping families in Southlake and the surrounding areas save money on a variety of insurance products, including Auto, Motorcycle, Boat, Home, Renters, Condo, Personal Liability & Articles, Business, Life, and Health Insurance. As a graduate of Auburn University and a board member for Metroport Meals on Wheels, Bill Tait is committed to providing personalized and reliable service to all of our clients. Conveniently situated in the Kimball Heights complex, across from Eubanks Intermediate School, we offer a range of insurance options to meet your individual needs. Whether you are looking for earthquake insurance, survivorship universal life insurance, or simply want to save on auto repair costs by doing maintenance at home, State Farm has you covered.
565 S Kimball Ave Ste 120, Southlake, TX 76092, United States -
Texas Medicare and Health Agent
● ClosedTexas Medicare and Health Agent is a health insurance agency located at 512 Silicon Drive, Southlake, Texas. Our team of local insurance agents is dedicated to helping individuals and families navigate the confusing world of Medicare and long-term care. We specialize in providing personalized services to ensure that you understand your options and make the best choices for your health and financial well-being. At Texas Medicare and Health Agent, we believe in the importance of working with a personal insurance agent who can guide you through the complexities of insurance policies. Our agents are trained by experts with over 40 years of experience in the industry, and we work with multiple carriers to provide you with the best recommendations for your specific needs.
512 Silicon Dr, Southlake, TX 76092, United States -
Farmers Insurance - Jason Taylor
● ClosedFarmers Insurance - Jason Taylor is an insurance agency located at 680 North Carroll Avenue, Southlake, Texas, United States. As a local Farmers® agent in Southlake, TX, Jason Taylor helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Jason has the knowledge and experience to help customers understand their coverage options. By providing personalized and straightforward service, Jason aims to make his clients smarter about insurance. Jason Taylor can assist with comprehensive coverage, collision coverage, deductibles, medical payments, and more. He can help customers select the right car insurance coverage for their needs and budget, as well as provide competitive rates with multi-line insurance discounts. Jason also offers home insurance quotes to protect valuable possessions and provide financial support in case of disaster.
680 N Carroll Ave Ste 120, Southlake, TX 76092, United States -
John Martinek - State Farm Insurance Agent
● ClosedJohn Martinek - State Farm Insurance Agent is a trusted insurance agency located at 1101 East State Highway 114 in Southlake, Texas. As a local State Farm Agent serving the Southlake community since 1990, John Martinek and his team have over 150 years of combined experience. They offer a range of insurance services including Auto, Homeowner’s, Renter’s, Life, and Business Insurance with competitive quotes. With a focus on personalized financial service and insurance options, John Martinek aims to help individuals and families protect what they value most. As a sports enthusiast, John enjoys playing golf, tennis, and basketball in his free time.
1101 E State Hwy 114 Suite 108, Southlake, TX 76092, United States -
Grimes Health & Life Insurance
● ClosedGrimes Health & Life Insurance is a reputable insurance agency located at 512 Silicon Drive in Southlake, Texas. Specializing in health and life insurance policies, we offer personalized coverage options to meet the unique needs of our clients. Our experienced agents are dedicated to providing top-notch customer service and helping individuals and families navigate the complex world of insurance. Whether you are looking for comprehensive health coverage or reliable life insurance protection, Grimes Health & Life Insurance is here to help you find the right policy for your peace of mind. Contact us today to learn more about our services and how we can assist you in securing your financial future.
512 Silicon Dr, Southlake, TX 76092, United States -
Jocelyn Hope - State Farm Insurance Agent
● ClosedJocelyn Hope - State Farm Insurance Agent is an insurance agency located at 414 North Main Street in Grapevine, Texas. Just 2 blocks north of downtown Grapevine on Main St. past NW Hwy, on the east side of the street, our agency is dedicated to helping our customers live with confidence. Jocelyn, along with her team, is committed to providing personalized insurance and financial services to help you protect what matters most. With over 40 years of experience in insurance and financial services, our knowledgeable team is here to assist you with personal and commercial insurance needs, including auto, home, renters, life, health, and business insurance.
414 N Main St Suite 106, Grapevine, TX 76051, United States -
Karen Lee, MD
● OpenKaren Lee, MD is a world-class fertility testing and treatment institution conveniently located in Southlake, Texas. Since 2012, DFW Fertility Associates, Southlake has been providing excellent care and superior success rates for individuals looking to build the family of their dreams. From initial fertility assessments for women and men to more complex treatment options such as IVF and genetic testing, we offer a range of services to help you on your journey to parenthood. Our reputation as a Top 100 Fertility Clinic in the United States speaks to our commitment to helping our patients achieve successful outcomes. Our experienced team will work with you to develop a customized treatment plan tailored to your unique medical history and conditions. While the cost of fertility treatment can vary, we strive to explore the most cost-effective options first to support our shared goal of bringing home a healthy baby. Our financial coordinators can assist you in verifying insurance coverage for certain aspects of treatment. The sooner you seek fertility treatment, the higher your chances of success, particularly for women whose age can impact their ability to conceive. We report our success rates for IVF as required by law, providing transparency and information for individuals considering our services. Schedule a consultation today and take the first step towards building the family you desire.
910 E Southlake Blvd #175, Southlake, TX 76092, United States
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