Financial services for individuals in Live Oak, Texas

Open 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.

Merrill Lynch Financial Advisor Andres Swartz, located at 2800 Post Oak Boulevard in Houston, Texas, offers personalized financial advice and guidance to help you develop a customized financial strategy. With a focus on your goals, risk tolerance, and liquidity needs, Andres Swartz and his team at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. Whether you are an individual, family, entrepreneur, business owner, or corporate executive, Merrill Lynch Financial Advisor Andres Swartz can assist you in creating a financial plan that aligns with your unique circumstances and goals. From retirement planning to investment strategies, estate planning, and more, the team at Merrill Lynch is committed to helping you achieve financial success.

Eric 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.

Deric 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.

David E Kunold - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1 IKEA-RBFCU Parkway, Live Oak, Texas, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution provides investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update approaches, and track progress towards goals. Clients have access to their investments and accounts from any device, securely. The institution focuses on goals such as retirement, education, and major purchases. David E Kunold is registered in states where securities business can be conducted. The initial consultation provides an overview of financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. Clients are bound by the terms of the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. Referrals are appreciated, and the institution will reach out to them soon.

Travis Hughes - 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 planning, education funding, and major purchases, Travis provides investment recommendations and portfolio management to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your financial plan stays on track, with the flexibility to adapt as life changes. Access your accounts and track your progress securely from any device. Schedule a complimentary initial consultation to learn more about how Travis can help you reach your financial goals. Stay informed about market trends and potential investment opportunities. Securities business conducted by Travis Hughes is only available in states where he is registered. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing a secure and reliable platform for your financial needs. Contact Travis Hughes today to get started on your path to financial success.

Terence F Powell Jr is a Program Manager at Ameriprise Financial Services, LLC located at 1 IKEA-RBFCU Parkway, Live Oak, Texas, United States. The institution offers a range of certifications including AAMS™, ADPA™, AEP® and AIF® among others. The professionals at Ameriprise Financial Services, LLC are experts in asset management, investment strategies, retirement planning, estate planning, and insurance products. They are committed to upholding high ethical standards and providing clients with comprehensive financial advice. With certifications in various areas of finance, including behavioral finance and philanthropy, the team at Ameriprise Financial Services, LLC is well-equipped to help individuals and businesses make informed financial decisions. Whether you are planning for retirement, managing your investments, or navigating the complexities of estate planning, Terence F Powell Jr and his team are here to help you achieve your financial goals.

RBFCU Wealth Management, The Garner Davis Group, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. This institution specializes in providing personalized financial planning services tailored to individual goals and risk tolerance. They offer investment recommendations, asset allocation strategies, and portfolio analysis to help clients track their progress towards financial objectives such as retirement or education savings. Clients can access their investments and accounts securely from any device and receive regular meetings to review and update their financial plans as needed. The team at RBFCU Wealth Management is dedicated to helping clients achieve their financial goals and offers complimentary initial consultations to get started.

Karen J Reinertson is a financial advisor at Ameriprise Financial Services, LLC located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Karen specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, Karen has the expertise and knowledge to help you achieve your financial goals. Contact Karen J Reinertson at Ameriprise Financial Services, LLC for personalized financial advice tailored to your specific needs.

Danielle D Thompkins is a financial advisor at Ameriprise Financial Services, LLC located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. Specializing in finance, Danielle offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. She helps clients document their goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and accounts from any device, track progress towards goals, and securely share information with Danielle. To learn more about how Danielle can help you achieve your financial goals, schedule a complimentary initial consultation. With a focus on retirement, education, and major purchases, Danielle provides expert guidance to clients in states where she is properly registered. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy, security, and regulatory compliance for all clients.

Caleb K Johnson, a financial advisor at Ameriprise Financial Services, LLC, located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States, specializes in providing personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education funding, and major purchases, Caleb works closely with clients to document their goals, review progress regularly, and adjust strategies as life changes. Clients can access their investments and accounts securely from any device and track progress towards their financial goals. To schedule a complimentary initial consultation and learn more about how Caleb can help achieve financial objectives, interested individuals can contact the institution directly. Caleb K Johnson is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. By adhering to Ameriprise Financial's guidelines and regulations, clients can trust in the professionalism and expertise provided for their financial planning needs.

Roger Torres - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. The institution offers a range of services and certifications to meet the diverse financial needs of individuals. They provide expertise in asset management, investment strategies, estate planning, retirement planning, and more. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others, the advisors at Roger Torres are well-equipped to provide tailored financial solutions to clients. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Roger Torres - Financial Advisor, Ameriprise Financial Services, LLC has the knowledge and experience to help you achieve your financial goals.

Wes Garner - Financial Advisor, Ameriprise Financial Services, LLC, located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States, offers a wide range of financial services and expertise. Wes Garner holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his commitment to providing top-notch financial advice and management. Whether you are planning for retirement, estate planning, or need assistance with investment strategies, Wes Garner is equipped to help. With a focus on ethics and comprehensive knowledge, Wes Garner is dedicated to helping individuals achieve their financial goals.

Merrill Lynch Financial Advisor Sean Gentry, located at 2800 Post Oak Boulevard in Houston, Texas, offers personalized and boutique-like financial services tailored to individual goals and priorities. Gentry, Masters & Associates, a team supported by Merrill's global resources, provides customized strategies for individuals and families to simplify their financial lives. Recognized by Forbes and Bank of America Corporation for exemplary client service, the team has been named to prestigious lists such as the "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors." With over $1.2 billion in assets under management, the team focuses on risk-adjusted performance and long-term goals, bringing warmth and compassion to wealth management. Sean Gentry's expertise and dedication have earned him recognition as a top advisor in the industry.

Merrill Lynch Financial Advisor Brian D Kingshill is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. The Kingshill Group aims to provide exceptional client experiences in wealth planning, investment management, and service. They understand the complexities and challenges families face in a constantly evolving financial world and strive to bring clarity and structure to managing financial aspects of life. The institution offers services such as assessing saving goals, retirement planning, and wealth transfer strategies. The team, supported by Merrill Lynch Wealth Management and Bank of America, is dedicated to helping clients achieve their financial goals through personalized approaches. They believe in building strong client relationships based on trust and personalized service. The institution has been recognized for exemplary client service by Forbes and offers personalized financial planning through Merrill Personal Wealth Analysis™. The advisors at Merrill Lynch put clients first and work to help them stay on track to achieve their goals. They offer investment insights, tips, and strategies to help clients live their best financial lives. It is important to note that investing involves risks and clients should consult their legal and tax advisors before making any financial decisions. The institution offers a range of brokerage, investment advisory, and other services to cater to the individual needs of clients.

Merrill Lynch Financial Advisor Erik G Kingshill is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. The Kingshill Group aims to provide exceptional client experiences in wealth planning, investment management, and service. They understand the complexities and challenges facing families in an ever-evolving financial world. The institution is dedicated to helping clients through various stages of their financial lives, offering services such as saving goals assessment, retirement planning, and wealth transfer strategies. The team at Merrill Lynch Wealth Management Advisors is committed to building strong client relationships based on trust and personalized service. They offer personalized investment strategies and access to comprehensive financial solutions from Bank of America. By getting to know each client personally, they can create a financial approach that reflects individual needs and priorities. The institution provides the latest investment insights, tips, and strategies to help clients achieve their financial goals. With certifications from reputable organizations such as the Certified Financial Planner Board of Standards, Inc. and The College for Financial Planning Institutes Corp., clients can trust in the expertise and professionalism of Merrill Lynch Financial Advisor Erik G Kingshill.

Merrill Lynch Financial Advisor Lucas Mendez is a finance institution located at 2800 Post Oak Boulevard in Houston, Texas, United States. Following the deep-seated Merrill tradition of community involvement, Lucas Mendez volunteers with organizations in the community. Specializing in personalized financial planning through Merrill Personal Wealth Analysis™, Lucas and his team of talented individuals at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Lucas focuses on helping clients achieve their goals, whether it's planning for retirement, saving for a home, or funding a child's education. By using the Investment Personality Assessment, Lucas gains a deeper understanding of his clients' investing preferences to customize financial approaches that align with their goals. With access to Merrill's investment insights and banking solutions from Bank of America, Lucas helps clients manage, grow, and preserve their wealth for the future. By regularly reviewing and adjusting financial approaches based on clients' changing needs and goals, Lucas ensures that clients stay on track to achieve what matters most to them. Certified in multiple states and registered with the CFP Board, Lucas Mendez offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Merrill Lynch Financial Advisor Feriz Halili, located at 2800 Post Oak Boulevard, Houston, Texas, United States, is a finance institution dedicated to providing comprehensive financial strategies for high-net-worth individuals and families. With thirteen years of experience in the financial services industry, Feriz Halili collaborates with clients to understand their priorities and goals, offering access to the investment insights of Merrill and banking convenience of Bank of America. From asset allocation to estate planning services, Feriz is committed to crafting strategies designed to help clients pursue desired outcomes and preserve their wealth for current and future generations. Feriz Halili believes in the importance of community involvement and volunteering, reflecting the deep-seated Merrill tradition of serving the communities they operate in. Through Merrill Personal Wealth Analysis™, clients can build and document personalized financial plans centered on their goals and aspirations. By starting with a conversation to identify and prioritize goals, Feriz focuses on understanding the evolving needs and priorities of clients, offering advice and guidance to help them achieve financial success.

Merrill Lynch Financial Advisor Becca Hoffer Brocato is a finance institution located at 3700 North Capital of Texas Highway, Austin, Texas, United States. Supported by the global resources of Merrill, the team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities to create a financial strategy that reflects your unique needs and life plan. Whether you are looking to grow, preserve, or transfer wealth, the team is committed to helping you achieve your financial goals at every stage of life. By collaborating with you and gaining a comprehensive understanding of your goals and values, they can create a personalized plan to help you pursue your aspirations. The team at Merrill Lynch Wealth Management Advisors is dedicated to helping you navigate the financial complexities of life and build a customized investment approach to address your needs and goals. With access to the investment insights of Merrill and banking solutions from Bank of America, they can help you manage, grow, and preserve your wealth while considering the impact it can have for years to come. Let Merrill Lynch Financial Advisor Becca Hoffer Brocato help you achieve your financial goals and live your best financial life.

North Texas Charities is a charitable institution located at 209 North Oak Street in Roanoke, Texas. This store serves as a hub for those in need in the North Texas community, offering a wide range of goods and services to support individuals and families facing hardship. From clothing and household items to food and financial assistance, North Texas Charities is dedicated to making a positive impact on the lives of those in need. Visit us today to shop, donate, or volunteer and help support our mission of giving back to the community.

Wilson Community Health Center, located at 100 Veterans Drive in Floresville, Texas, is dedicated to providing quality and affordable healthcare for the entire family. As a Federally Qualified Health Center (FQHC), we have a 40 year history of serving residents of Atascosa, Karnes, Live Oak, McMullen, Wilson, and surrounding counties. Our mission is to offer accessible, comprehensive health promotion and care services to all individuals, regardless of age or income. At Wilson Community Health Center, we prioritize the well-being of our patients and strive to ensure their safety and security. We caution our patients to be cautious of any unsolicited calls requesting personal information or financial details. We will never ask for this information over the phone, as we are committed to protecting your privacy.

Rick Cantara - State Farm Insurance Agent is a trusted insurance agency located at 14791 Interstate 35 North in Selma, Texas, United States. With over 20 years of experience serving the state of Texas, Rick Cantara and his team are dedicated to providing insurance and financial services to individuals, families, and small businesses. As spring brings thunderstorms to the San Antonio Metro area, now is the perfect time to review your homeowner's insurance policy to ensure you are protected from the unexpected. State Farm offers a variety of options to safeguard your home and autos from the volatile weather conditions of this season. Whether you need auto, home, health, life, or business insurance, Rick Cantara - State Farm Insurance Agent has the products to meet your needs.

Lytle Community Health Center, located at 19010 Priest Boulevard in Lytle, Texas, is dedicated to providing quality and affordable healthcare for the entire family. As a Federally Qualified Health Center (FQHC), this nonprofit rural health care network has been serving residents of Atascosa, Karnes, Live Oak, McMullen, Wilson, and surrounding counties for over 40 years. Their mission is to offer accessible, comprehensive health promotion and quality care services to all individuals. Atascosa Health Center, Inc. receives funding from the Health and Human Services (HHS) and has federal Public Health Service (PHS) deemed status. They are also a Federal Tort Claims Act (FTCA) deemed organization. Patients are reminded to be cautious of unsolicited calls requesting personal identification or financial information, as the center would never ask for this information over the phone.

Atascosa Health Center, located at 540 10th Street in Floresville, Texas, is a leading provider of quality and affordable healthcare for the entire family. As a Federally Qualified Health Center (FQHC), they have a 40-year history of serving residents of Atascosa, Karnes, Live Oak, McMullen, Wilson, and surrounding counties. Their mission is to provide accessible and comprehensive health promotion and care services to all individuals. Atascosa Health Center receives funding from the Department of Health and Human Services (HHS) and has federal Public Health Service (PHS) deemed status. They are also a Federal Tort Claims Act (FTCA) deemed organization, ensuring quality healthcare services for their patients.

Poteet Community Health Center, located at 8555 Texas 16 in Poteet, Texas, is dedicated to providing quality and affordable healthcare for the entire family. As a Federally Qualified Health Center (FQHC), this nonprofit rural health care network has been serving residents of Atascosa, Karnes, Live Oak, McMullen, Wilson, and surrounding counties for over 40 years. The mission of Poteet Community Health Center is to offer accessible, comprehensive health promotion and quality care services to all individuals in the community. With federal funding from the Department of Health and Human Services, Poteet Community Health Center has federal Public Health Service (PHS) deemed status and is a Federal Tort Claims Act (FTCA) deemed organization. Patients are reminded to be cautious of providing personal identification or financial information over the phone, as the center would never request this information in such a manner.

Tower Loan is a trusted finance institution located at 8210 Pat Booker Road in Live Oak, Texas. We specialize in providing personal loans to help individuals meet their financial needs. Our friendly and knowledgeable staff are dedicated to providing excellent customer service and finding the right loan solution for each individual. With competitive rates and flexible repayment options, Tower Loan is here to help you achieve your financial goals. Visit us today to learn more about our services and how we can assist you with your financial needs.

Larry Keiser CPA is a reputable accounting and finance institution located at 1100 Live Oak Loop in Buda, Texas. With a strong focus on providing top-notch financial services, Larry Keiser CPA offers expert advice and guidance to individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of accounting and finance, ensuring their financial success. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Larry Keiser CPA is committed to delivering personalized solutions tailored to your specific needs. Trustworthy, reliable, and knowledgeable, Larry Keiser CPA is the go-to institution for all your accounting and finance needs in the United States.

Amtec Leasing is a finance institution located at 11901 Toepperwein Road in Live Oak, Texas, United States. Specializing in leasing services, Amtec provides flexible and affordable financing options for individuals and businesses looking to acquire equipment or vehicles. With a commitment to customer satisfaction and competitive rates, Amtec Leasing is a trusted partner for all your leasing needs.

La Carde Margo CPA is a reputable accounting and finance institution located at 11901 Toepperwein Road in Live Oak, Texas, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, and consulting. Their commitment to excellence and personalized approach make them a trusted partner for individuals and businesses alike. Whether you need help with tax planning or financial analysis, La Carde Margo CPA is dedicated to helping you achieve your financial goals.

Boles Claudia L CPA is a trusted accounting and finance institution located at 515 East Live Oak Street in Austin, Texas, United States. With years of experience and expertise in the field, Boles Claudia L CPA offers a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation to financial planning, their team of professionals is dedicated to providing top-notch service and guidance to their clients. Whether you are looking for help with your personal finances or need assistance with your business accounting, Boles Claudia L CPA is here to help. Contact them today to learn more about how they can assist you with your financial needs.