Fund management in Dallas, Texas
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Association Insurance Management
● ClosedAssociation Insurance Management (AIM) is a leading insurance agency located at 12221 Merit Drive in Dallas, Texas. Specializing in providing specialty insurance for PTAs, PTOs, and Booster Clubs, AIM is the national leader and largest writer of insurance policies for these organizations, currently serving over 22,000 groups across all 50 states. At AIM, we focus exclusively on PTA, PTO, and Booster coverage, using our expertise to tailor insurance plans that meet the unique needs of each organization. As a family-owned business, we prioritize outstanding customer care and building strong relationships with our clients.
12221 Merit Dr Suite 1670, Dallas, TX 75251, United States -
Credent Wealth Management - Plano Fee-Only Financial Planner
● ClosedCredent Wealth Management is a fee-only financial planning institution located in Plano, Texas. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals. We prioritize transparency and integrity in all of our interactions, ensuring that our clients receive unbiased and customized advice to help them navigate their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Credent Wealth Management is here to help. Visit us at our office on Dallas Parkway in Plano or contact us to schedule a consultation today.
7500 Dallas Pkwy Suite 475, Plano, TX 75024, United States -
Dallas Rainwater - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDallas Rainwater is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1608 Airport Freeway in Bedford, Texas, United States. Dallas Rainwater holds multiple 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Dallas Rainwater's expertise in various aspects of finance, including asset management, retirement planning, estate planning, investment strategies, and insurance products. With a commitment to ethical standards and continuing education, Dallas Rainwater provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
1608 Airport Fwy, Bedford, TX 76022, United States -
Property Tax Funding
● ClosedProperty Tax Funding is a finance institution located at 4100 Alpha Road in Dallas, Texas. We specialize in providing funding solutions for property owners who need assistance paying their property taxes. Our team of experts works with clients to create customized financing plans that suit their individual needs and financial situations. With competitive rates and flexible repayment options, Property Tax Funding is committed to helping property owners manage their tax obligations effectively. Contact us today to learn more about how we can help you with your property tax funding needs.
4100 Alpha Rd #670, Dallas, TX 75244, United States -
Avatar Healthcare: Home Health & In-Home Hospice
● ClosedWelcome to Avatar Healthcare: Home Health & In-Home Hospice At Avatar Healthcare, located in Richardson, Texas, we believe that you and your family deserve only the best in healthcare services. Proudly ranking in the top 5% of home health agencies in the Dallas-Fort Worth area based on OASIS data, we are committed to providing exceptional, personalized care tailored to meet your unique needs and lifestyle.
100 N Central Expy #190, Richardson, TX 75080, United States -
Kyle Aubry - State Farm Insurance Agent
● ClosedKyle Aubry - State Farm Insurance Agent is an insurance agency located at 3044 Old Denton Road in Carrollton, Texas. Our office is conveniently situated in the South East complex at the corner of Old Denton and Frankford, facing Frankford Rd. Serving State Farm Customers since 2009, Kyle Aubry graduated from Southern Illinois University of Carbondale with a Bachelor's in Business Administration and a Marketing Minor. With experience in relocations in the Dallas-Fort Worth Area, Kyle Aubry can provide expert advice on insurance options. Customers can learn about a company’s investment opportunities by reading their prospectus, or explore DIY auto maintenance tips to combat rising repair costs. Kyle Aubry also provides information on preventing Repetitive Stress Injuries like carpal tunnel. Investors can obtain important information about investment objectives, risks, and expenses from fund prospectuses available on statefarm.com. Securities distributed by State Farm VP Management Corp. and life insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association. For pet insurance, products are underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc. State Farm is not responsible for third party sites referenced in this material. Rocket Mortgage, LLC provides mortgage services. State Farm VP Management Corp. is a separate entity from State Farm entities providing banking and insurance products. Investing involves risk, and customers should consult a tax or legal advisor for personalized advice.
3044 Old Denton Rd Apt 315, Carrollton, TX 75007, United States -
TitleMax Title Loans
● ClosedTitleMax Title Loans is a finance institution located at 4109 West Camp Wisdom Road in Dallas, Texas, United States. They offer fast and easy title loans using your car title as collateral, allowing most credit types to be accepted. With a focus on getting you the cash you need while keeping payments manageable, TitleMax provides a quick and efficient loan experience. In addition to title loans, they also offer in-store and online personal loans for unexpected financial needs. Customers can receive funds the same day with a motorcycle title loan. TitleMax also provides information on maximum loan amounts and eligibility requirements for various loan products in different states. They aim to provide a convenient and flexible loan solution for their customers.
4109 W Camp Wisdom Rd, Dallas, TX 75237, United States -
TitleMax Title Loans
● ClosedTitleMax Title Loans is a finance institution located at 2515 South Westmoreland Road, Dallas, Texas, United States. They specialize in providing fast and easy cash loans using your car title as collateral, making most credit types accepted. Whether you need a title loan, a motorcycle title loan, or a personal loan, TitleMax offers flexible options to help you with your financial needs. With a focus on getting you the cash you need quickly, TitleMax strives to provide a seamless and efficient loan experience. They also offer in-store and online personal loans for added convenience. TitleMax ensures that customers have access to the funds they need, while keeping payments manageable. With various loan options available, TitleMax is dedicated to helping individuals navigate unexpected financial situations.
2515 S Westmoreland Rd, Dallas, TX 75211, United States -
TitleMax Title Loans
● ClosedTitleMax Title Loans is a finance institution located at 3020 West Northwest Highway in Dallas, Texas. They offer fast and easy title loans using your car title as collateral, making it a great option for those with varying credit types. With a focus on providing cash quickly and manageable payments, TitleMax aims to assist customers with their financial needs. In addition to title loans, they also offer in-store and online personal loans for unexpected expenses. Their services include title-secured loans, secured lines of credit, title pawns, and personal unsecured loans. TitleMax is dedicated to providing a positive loan experience for their customers, offering quick access to funds when needed.
3020 W Northwest Hwy, Dallas, TX 75220, United States -
Riviera Finance
● ClosedRiviera Finance is a finance institution located at 1431 Greenway Drive in Irving, Texas, United States. Our services are tailored to meet your cash flow needs, providing receivable-based funding solutions to help you get paid faster. Our Dallas office serves companies in the Dallas, Fort Worth Metroplex, Irving, and other cities throughout Texas. We offer working capital to fund growth projects and manage daily expenses. Our team of financial professionals is ready to assist you with services such as invoice factoring and financing solutions. We take on the credit risk for all invoices we factor, allowing you to focus on growing your business. Our office is conveniently located near DFW Airport and other points of interest in Irving. Clients have praised our friendly and helpful staff, as well as the ease of working with us for financing needs. Riviera Finance has helped numerous businesses improve their cash flow, meet financial obligations, and achieve growth objectives. Partner with us and let us help you take your business to the next level.
1431 Greenway Dr Suite 710, Irving, TX 75038, United States -
TitleMax Title Loans
● ClosedTitleMax Title Loans is a finance institution located at 610 East Jefferson Boulevard in Dallas, Texas, United States. We offer title loans as a fast and easy way to get cash using your car title instead of just a credit score. Our focus is on getting you the cash you need while keeping your payments manageable. We also offer motorcycle title loans with same-day funding. In addition to title loans, we provide in-store and online personal loans for unexpected financial needs. We accept most credit types and consider the value of your vehicle, the amount of cash you need, and your ability to repay when you apply. Visit us today to see how we can help you with your financial needs.
610 E Jefferson Blvd Suite 130 & 140, Dallas, TX 75203, United States -
SCORE
● ClosedSCORE, located at 15301 Spectrum Drive in Addison, Texas, is a finance institution that has been providing free, confidential one-on-one business mentoring to Texas entrepreneurs for over 50 years. As one of the first SCORE chapters in the nation, we have helped thousands of individuals start and grow their businesses. Our organization offers a variety of resources, including mentor programs, webinars, workshops, and classes to assist with business ownership, fundraising, marketing, and financial management. Our experienced instructors use plain English and easy examples to ensure that participants fully understand important business concepts.
15301 Spectrum Dr SUITE #110, Addison, TX 75001, United States -
Prestige Community Credit Union
● ClosedPrestige Community Credit Union, located at 15203 Knoll Trail Drive in Dallas, Texas, is a trusted institution offering ATM and finance services. As a member, you can enjoy a variety of products, services, and benefits. Our website also provides valuable resources on cyber security to keep you safe online. With easy money transfer options, you can send funds to friends using any app. Our rates are competitive and subject to change based on creditworthiness and loan terms. Please note that we provide links to third party websites for your convenience, but we do not manage their content. Your privacy and security are important to us, so be sure to review our policies before proceeding. Join Prestige Community Credit Union today to start taking advantage of all we have to offer.
15203 Knoll Trail Dr #101, Dallas, TX 75248, United States -
AMR
● ClosedAMR (Asset Management Resources) is a privately owned real estate investment firm located at 200 Crescent Court in Dallas, Texas. We specialize in investing, owning, and operating real estate projects in Texas and surrounding states. Our approach is flexible and innovative, with a focus on maximizing the value of each investment. At AMR, we believe in doing things well and doing the right thing. We prioritize building trust with our clients, partners, and colleagues by being open and honest in all our actions. Our clients are our top priority, and we constantly strive to create the best outcomes for them.
200 Crescent Ct #240, Dallas, TX 75201, United States -
Buckingham Strategic Wealth
● ClosedBuckingham Strategic Wealth, located at 1900 West Kirkwood Boulevard in Southlake, Texas, is a finance institution with a team of experienced professionals dedicated to helping individuals achieve their financial goals. With a focus on holistic financial planning, the Southlake team values objectivity and independence, providing fee-only advice to clients. Having served the Dallas-Fort Worth metroplex for over 20 years, the Southlake team offers services such as retirement planning, investment review, and tax minimization. Specializing in cash flow spending plans, college funding advice, and asset management, the team strives to provide a highly personalized experience tailored to each client's unique needs and goals.
1900 W Kirkwood Blvd Suite 2500C, Southlake, TX 76092, United States -
Merrill Lynch Financial Advisor Justin Lemish
● ClosedMerrill Lynch Financial Advisor Justin Lemish is a finance institution located at 4281 Esplanade Place in Flower Mound, Texas, United States. Justin has been a Financial Professional since 2013, specializing in providing a comprehensive approach to wealth management. He listens to clients' goals and objectives to develop a financial strategy tailored to help them reach those goals. With the investment insights of Merrill Lynch Wealth Management and the banking resources of Bank of America, Justin can address every aspect of a client's financial situation. Justin is passionate about helping clients achieve financial security so they can spend time with family, friends, and doing what they love. He also focuses on assisting small and medium businesses in providing employee benefits. Justin holds the Certified Plan Fiduciary Advisor, CPFA designation, and has the insight and experience to help business owners provide retirement strategies for employees by offering access to the firm's fiduciary advisory services.
4281 Esplanade Pl Suite 300, Flower Mound, TX 75028, United States -
Bryan Clintsman at Buckingham Strategic Wealth
● ClosedBryan Clintsman at Buckingham Strategic Wealth, located at 1900 West Kirkwood Boulevard in Southlake, Texas, is a finance institution with a team of experienced professionals dedicated to helping individuals achieve their financial goals. With a focus on providing objective and independent advice, the Southlake team offers a range of services including retirement planning, investment allocation review, and tax minimization strategies. Specializing in cash flow spending plans, college funding advice, and asset management, the team takes a holistic approach to financial planning to ensure clients make the best decisions possible. With over 20 years of experience serving the Dallas-Fort Worth metroplex, clients can trust the Southlake team to provide personalized solutions tailored to their unique needs and goals. Whether you are looking to save for retirement or maximize the benefits of restricted stock units, the team at Bryan Clintsman at Buckingham Strategic Wealth is here to help you navigate your financial journey with confidence.
1900 W Kirkwood Blvd Suite 2500C, Southlake, TX 76092, United States -
Kyle Imhof at Buckingham Strategic Wealth
● ClosedKyle Imhof at Buckingham Strategic Wealth is a finance institution located at 1900 West Kirkwood Boulevard in Southlake, Texas. The Southlake team has years of experience assisting individuals from various backgrounds in achieving their financial goals. They pride themselves on providing a comfortable environment for clients to address complex financial issues. The team takes a holistic approach to financial planning and values objectivity and independence when offering advice. As a fee-only firm, they work solely for their clients' best interests. Formerly known as Clintsman Financial Planning, the Southlake team has been serving the Dallas-Fort Worth metroplex for over 20 years. They offer services such as retirement savings, investment reviews, tax minimization, cash flow planning, college funding advice, and asset management. The team is dedicated to providing a personalized experience tailored to each client's unique needs and goals. Clients can download the "Experience Is Everything" brochure to learn more about becoming a Buckingham client. The team also provides insights on navigating potential policy changes during election seasons and maximizing the benefits of restricted stock units (RSUs). They emphasize the importance of aligning financial plans with personal values to make informed decisions.
1900 W Kirkwood Blvd Suite 2500C, Southlake, TX 76092, United States -
Randall Crimmings at Buckingham Strategic Wealth
● ClosedRandall Crimmings at Buckingham Strategic Wealth, located at 1900 West Kirkwood Boulevard in Southlake, Texas, is a finance institution dedicated to helping individuals from diverse backgrounds achieve their financial goals. With decades of experience, the Southlake team specializes in providing holistic financial planning services, including retirement savings, investment reviews, and tax minimization strategies. As a fee-only firm, they prioritize objectivity and independence in offering personalized advice to clients. Formerly known as Clintsman Financial Planning, the Southlake team joined Buckingham Strategic Wealth in 2023 and has been serving the Dallas-Fort Worth metroplex for over 20 years. Whether you need assistance with cash flow planning, college funding, or asset management, the Southlake team is committed to delivering a highly personalized experience tailored to your unique needs and goals. Download their "Experience Is Everything" brochure to learn more about becoming a Buckingham client and discover how your values can drive your financial plan. Stay informed this election season on potential policy changes and learn how to maximize the benefits of restricted stock units (RSUs) to retain top talent in your organization.
1900 W Kirkwood Blvd Suite 2500C, Southlake, TX 76092, United States -
Jon Williams - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJon Williams is a Financial Advisor at Ameriprise Financial Services, LLC located at 6860 Dallas Parkway in Plano, Texas, United States. Jon holds several 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®. These certifications demonstrate Jon's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Contact Jon Williams for comprehensive financial advice and planning services.
6860 Dallas Pkwy Ste 500, Plano, TX 75024, United States -
Kimberly Bourland - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKimberly Bourland is a Financial Advisor at Ameriprise Financial Services, LLC located at 7160 Dallas Parkway in Plano, Texas, United States. She holds various certifications such as 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, insurance products, investment strategies, and more. Kimberly Bourland is dedicated to providing comprehensive and personalized financial advice to individuals and small business owners, ensuring that their financial needs and goals are met effectively.
7160 Dallas Pkwy Ste 125, Plano, TX 75024, United States -
Michael Witt - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael 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.
6860 Dallas Pkwy Ste 500, Plano, TX 75024, United States -
Rodney Coe - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRodney Coe - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6860 Dallas Parkway, Plano, Texas, United States. The institution offers a range of financial services and is staffed with professionals who hold various certifications and designations such as 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®. These designations showcase the expertise and commitment of the advisors at Rodney Coe - Financial Advisor in providing high-quality financial planning and investment services to their clients.
6860 Dallas Pkwy Ste 500, Plano, TX 75024, United States -
Edward Jones - Financial Advisor: George H Price, AAMS™
● ClosedEdward Jones - Financial Advisor: George H Price, AAMS™ is a reputable financial institution located in Dallas, Texas, United States. As a trusted advisor, George H Price, AAMS™ provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones is dedicated to helping individuals and families secure their financial future. Visit their office at 2711 Lyndon B Johnson Freeway to learn more about their comprehensive financial services.
2711 Lyndon B Johnson Fwy Ste 122, Dallas, TX 75234, United States -
Amanda Hill - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAmanda Hill is a Financial Advisor at Ameriprise Financial Services, LLC located at 5960 Berkshire Lane, Dallas, Texas, United States. Amanda 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®. These certifications demonstrate Amanda's expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Financial Advisor, Amanda is dedicated to helping clients make informed financial decisions and achieve their financial goals.
5960 Berkshire Ln Ste 1200, Dallas, TX 75225, United States -
Dale R Scofield - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDale R Scofield is a Financial Advisor at Ameriprise Financial Services, LLC located at 1601 Elm Street in Dallas, Texas, United States. Dale has 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and Chartered Life Underwriter Designation®. Dale specializes in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. Dale is dedicated to providing expert advice and guidance to help clients achieve their financial goals.
1601 Elm St Ste 4350, Dallas, TX 75201, United States -
Heather A Smith - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedHeather A Smith is a Financial Advisor at Ameriprise Financial Services, LLC located at 5960 Berkshire Lane, Dallas, Texas, United States. Heather A Smith holds various certifications such as 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®. These certifications showcase Heather A Smith's expertise in various aspects of financial planning and management. Heather A Smith is dedicated to providing personalized financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and professional development, Heather A Smith is committed to helping clients achieve their financial goals and secure their financial future.
5960 Berkshire Ln Ste 1200, Dallas, TX 75225, United States -
Andee Sloot - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAndee Sloot is a financial advisor at Ameriprise Financial Services, LLC located at 5960 Berkshire Lane, Dallas, Texas, United States. Andee holds various certifications such as 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, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. Andee is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
5960 Berkshire Ln Ste 1200, Dallas, TX 75225, United States -
Steven Kalmus - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSteven Kalmus is a Financial Advisor at Ameriprise Financial Services, LLC located at 1601 Elm Street in Dallas, Texas, United States. Steven 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Steven's expertise in areas such as asset management, retirement planning, estate planning, investment fiduciary practices, and financial planning for individuals and small business owners. With a commitment to ethical standards and ongoing education, Steven provides comprehensive financial advice and services to his clients.
1601 Elm St Ste 4350, Dallas, TX 75201, United States -
Jeff Davis - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJeff 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.
6860 Dallas Pkwy #500, Plano, TX 75024, United States
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