Importance of financial strategy in Texas
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SFG Agency Group
● ClosedSFG Agency Group is an insurance agency located at 1301 Grasslands Road in Amarillo, Texas, United States. Our focus is on helping individuals protect their retirement savings from market loss. Our strategies are tailored to each individual's specific goals and needs, ensuring that their wealth is protected and their legacy is secure. Our founder, Justin, has over 26 years of experience in the industry and has helped clients across the nation achieve a quality retirement. He realized the importance of loss protection after experiencing market downturns in 2000 and 2008, and has since become a certified agent in Texas to help others avoid similar pitfalls.
1301 Grasslands Rd, Amarillo, TX 79124, United States -
Farmers Insurance - Arturo Jaimes
● ClosedFarmers Insurance - Arturo Jaimes is an insurance agency located at 1320 North Zaragoza Road in El Paso, Texas. With over 30 years of experience as a local resident and Farmers® agent, Arturo Jaimes is dedicated to helping customers in the community find the insurance coverage that best suits their needs. Whether you're looking for auto, home, renters, business, life insurance, and more, Arturo is here to provide straightforward, honest, and personalized service to help you make informed decisions about your insurance. From comprehensive coverage to deductibles and discounts, Arturo can help you navigate the complexities of insurance to ensure you have the right coverage for your budget. Whether you need coverage for your home, condo, rental property, or small business, Farmers Insurance has been a trusted provider for over 80 years.
1320 N Zaragoza Rd Ste 118, El Paso, TX 79936, United States -
AM Professional Bookkeeping Services
● OpenAM Professional Bookkeeping Services is a trusted institution located at 5360 North Mesa Street in El Paso, Texas, United States. Specializing in accounting and finance, we offer a wide range of services tailored to meet the unique needs of our clients. From payroll and bookkeeping to tax preparation and HR management, we provide personalized solutions to help businesses thrive. Our team of experts is dedicated to providing top-notch service and support to businesses in the local El Paso area. Whether you need assistance with payroll processing, tax advisory services, or HR business process outsourcing, we have the knowledge and expertise to help.
5360 N Mesa St suite r18, El Paso, TX 79912, United States -
Farrow (Russell A. Farrow (U.S.) Inc.)
● OpenFarrow (Russell A. Farrow (U.S.) Inc.) is a reputable financial institution located at 431 Isom Road in San Antonio, Texas, United States. With a strong presence in the finance industry, Farrow offers a wide range of financial services to individuals and businesses alike. Their experienced team of professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Farrow is committed to delivering top-notch service and expertise. Visit their office today to learn more about how Farrow can help you secure your financial future.
431 Isom Rd Ste 107, San Antonio, TX 78216, United States -
PointBank
● ClosedPointBank is a trusted financial institution located at 3971 Farm to Market Road 2181 in Corinth, Texas, United States. As a full-service bank, we offer a range of financial services including ATM access, personal and business banking, and financial planning. While our website is currently under construction, our online services are still available to provide convenient and efficient banking solutions for our customers.
3971 FM2181, Corinth, TX 76210, United States -
Navy Federal Credit Union
● ClosedNavy Federal Credit Union, located at 5101 State Highway 121 in The Colony, Texas, is a full-service financial institution offering banking, ATM services, and finance options. In just 10 minutes, you can start investing with Digital Investor’s tools, either automated or self-directed. Personalized guidance is also available from financial advisors to help you create an investing strategy tailored to your needs. With a range of services including business credit cards, assistance programs for entrepreneurs, and advice on growing your company, Navy Federal Credit Union is dedicated to providing the best financial solutions for its members. Military exclusives, low rates, special offers, and discounts are available for those who have served in the military.
5101 State Hwy 121 #300, The Colony, TX 75056, United States -
Ben Dominguez Law Firm
● OpenBen Dominguez Law Firm, located at 4899 Montrose Boulevard in Houston, Texas, is a trusted institution specializing in personal injury law. With over 25 years of experience, Ben Dominguez is dedicated to representing individuals who have been injured in auto accidents, work accidents, or other catastrophic incidents. At Ben Dominguez Law Firm, we understand the importance of having a skilled lawyer to protect your interests and maximize a successful outcome. We offer free, no-obligation consultations to assess your case and develop a winning legal strategy tailored to your specific needs.
4899 Montrose Blvd Suite 1306, Houston, TX 77006, United States -
KW Receivables
● ClosedKW Receivables is a reputable finance institution located in Humble, Texas, United States. Specializing in receivables management, our dedicated team is committed to helping businesses streamline their cash flow and improve their financial health. With a convenient location on Farm to Market 1960 Bypass Road West, we offer personalized solutions to meet the unique needs of our clients. Trust KW Receivables to provide efficient and effective financial services to help your business thrive.
8450 Farm to Market 1960 Bypass Rd W Suite 200, Humble, TX 77338, United States -
Henke & Williams, LLP
● OpenHenke & Williams, LLP is a Houston-based law firm located at 2929 Allen Parkway in Houston, Texas, United States. We specialize in providing unique and practical solutions for failing business relationships, offering alternative dispute resolution services to our clients. Our experienced team of lawyers understands when guardianships work and when they don't, providing the expertise you need and the results you demand. At Henke & Williams, we offer a range of legal services to businesses, individuals, and families in need of assistance. Our areas of expertise include business divorce, mediation, litigation, negotiation, and document preparation. Whether you're facing a construction dispute or need advice on hiring independent contractors, our team is here to help.
2929 Allen Pkwy Suite 3900, Houston, TX 77019, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 8101 Southwest 34th Avenue in Amarillo, Texas, has been serving the community for over 75 years. The experienced team of financial advisors at this branch is dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth management in all market conditions. The wealth planning process at Merrill Lynch begins with getting to know each client's unique priorities, goals, and financial needs. The advisors at this branch offer access to a wide range of investing resources, banking services through Bank of America, and personalized financial strategies tailored to each client's long-term objectives.
8101 SW 34th Ave, Amarillo, TX 79121, United States -
Campbell Securities LLC
● OpenCampbell Securities LLC is a finance institution located at 415 West Wall Street in Midland, Texas, United States. Our focus is on determining where we are in the Business Cycle and Investing Sentiment to provide the best financial services to our clients. We offer securities-related services to residents of specific states listed on our website and through Wells Fargo Advisors Financial Network, LLC. Please note that our services may not be available to individuals residing outside of the U.S. Our firm is not responsible for the opinions and actions of third parties on Social Media platforms. It is important to be aware that by clicking on any external links, you will be leaving the Wells Fargo website and entering a privately owned website. We recommend reviewing the terms and conditions of any third-party websites before providing any personal information.
415 W Wall St # 2120, Midland, TX 79701, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 2510 Marsha Sharp Freeway West in Lubbock, Texas, is a finance institution that offers comprehensive wealth planning services for individuals, families, business owners, executives, and institutions. The experienced advisors at the branch provide personalized financial strategies based on years of combined knowledge and expertise in wealth management. Beyond wealth planning advice, Merrill Lynch Wealth Management advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their personal and professional goals to create customized financial strategies designed to meet their long-term objectives.
2510 Marsha Sharp Fwy W, Lubbock, TX 79415, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management is a finance institution located at 4699 North Mesa Street, El Paso, Texas, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions in both rising and turbulent markets. We offer financial strategies based on years of wealth management knowledge and expertise, going beyond just wealth planning advice. Our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We prioritize client service and satisfaction, helping clients identify personal and professional goals to create tailored financial strategies. Additionally, we are committed to giving back to our communities through volunteerism and charitable outreach. As a Merrill client, you have access to industry-skilled advisors supported by investing insights, wealth planning platforms, and technological resources. Our culture is dedicated to providing training, mentoring, and technology for new and experienced advisors. We focus on individually customized investment approaches and wealth management advice to support all aspects of a client's financial life. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering critical skills and knowledge to assist individuals in pursuing their financial goals. Please note that investing involves risk and it is important to consult legal and tax advisors before making financial decisions.
4699 N Mesa St 1st Floor, El Paso, TX 79912, United States -
Marcus, Fairall, Bristol + Co., PLLC
● ClosedMarcus, Fairall, Bristol Co., PLLC is a top-tier accounting firm located at 230 Thunderbird Drive in El Paso, Texas. Specializing in accounting and finance services, our team of Certified Public Accountants is dedicated to providing expert tax planning, forensic investigations, and small business accounting support. With over 30 years of experience, we have helped individuals, businesses, and non-profit organizations navigate complex financial matters with precision and expertise. Our managing partner, David Marcus, is Certified in Financial Forensic Accounting by the AICPA, ensuring that our clients receive the highest level of expertise and professionalism. Whether you need assistance with tax issues, business acquisitions, or setting up internal accounting systems, our team is here to help. We offer a range of services, including tax planning, IRS negotiations, and forensic accounting investigations for both small and large businesses.
230 Thunderbird Dr ste g, El Paso, TX 79912, United States -
Kingswood Property Tax Advisors
● ClosedKingswood Property Tax Advisors is a leading finance institution located at 7362 Remcon Circle in El Paso, Texas, United States. Specializing in property tax consulting and advisory services, our team of experts is dedicated to helping clients navigate the complex world of property tax laws and regulations. Whether you are a homeowner, business owner, or real estate investor, Kingswood Property Tax Advisors is here to provide personalized solutions to help you save money and maximize your tax savings. Contact us today to learn more about how we can assist you with your property tax needs.
7362 Remcon Cir, El Paso, TX 79912, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 200 South 10th Street in McAllen, Texas, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. Their experienced advisors provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services. The institution is committed to supporting local communities through volunteerism and charitable outreach. With a focus on understanding clients' personal and business needs, Merrill Lynch advisors use industry knowledge and resources to help clients pursue their financial goals and prepare for future challenges. They offer training, mentoring, and technology to support both new and experienced advisors in providing customized investment approaches and wealth management advice. Merrill Lynch has been training financial advisors since 1946, ensuring they have the skills and knowledge needed to assist clients in achieving their financial goals.
200 S 10th St Suite 1002, McAllen, TX 78505, United States -
Aspen Wealth Management
● ClosedAspen Wealth Management, located at 4200 South Hulen Street in Fort Worth, Texas, is a unique and fee-only finance institution dedicated to providing personalized financial solutions for each client. As a fee-only provider, they prioritize the best interests of their clients and have a fiduciary duty to serve them. Their comprehensive financial planning process aligns with personal values and goals, focusing on retirement planning and goal prioritization. For women who are single, widowed, or divorced, Aspen Wealth Management offers tailored financial solutions to address current needs and future goals. Their investment philosophy is disciplined, regardless of market conditions, and their team strives to make clients feel comfortable discussing potentially stressful financial decisions.
4200 S Hulen St #422, Fort Worth, TX 76109, United States -
A Plus Credit LLC
● ClosedA Plus Credit LLC is a professional credit repair company located at 5739 Crowley Road in Fort Worth, Texas. Specializing in accounting and finance, we understand the importance of a good credit score in today's financial world. A credit score is a vital number that can determine your ability to secure loans and the interest rates you receive. With scores ranging from 300-850, it is crucial to have a high score to save money over the life of your loans.
5739 Crowley Rd Ste A, Fort Worth, TX 76134, United States -
ANCHORY LLC
● OpenANCHORY LLC is a cutting-edge finance institution located at 550 Reserve Street in Southlake, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services and solutions to our clients. From investment management to financial planning, ANCHORY LLC is committed to helping individuals and businesses achieve their financial goals. With a focus on personalized service and innovative strategies, we strive to be a trusted partner in your financial journey. Visit us today to learn more about how ANCHORY LLC can help you secure a brighter financial future.
550 Reserve St Ste 190, Southlake, TX 76092, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management is a finance institution located at 4281 Esplanade Place in Flower Mound, Texas, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions in both rising and turbulent markets to address wealth planning challenges and opportunities. We offer personalized financial strategies based on years of combined wealth management knowledge and experience, going beyond traditional wealth planning to provide guidance on retirement income planning, concentrated stock positions, and access to estate planning services through Bank of America. Our advisors are dedicated to client service and satisfaction, helping clients identify their personal and professional goals and creating financial strategies to meet their long-term objectives. We are committed to giving back to the communities we serve through volunteerism and charitable outreach. As a Merrill client, you have access to industry-skilled advisors supported by the resources of a leading global financial services firm.
4281 Esplanade Pl Suite 300, Flower Mound, TX 75028, United States -
Mortgage Data Integrity LLC
● OpenMortgage Data Integrity LLC is a finance institution located at 2613 Sagebrush Drive in Flower Mound, Texas, United States. We specialize in ensuring the accuracy and integrity of mortgage data, providing reliable and trustworthy services to our clients. Our team of experts is dedicated to upholding the highest standards in the industry, offering comprehensive solutions for all your mortgage data needs. Trust Mortgage Data Integrity LLC for unparalleled expertise and professionalism in the field of finance.
2613 Sagebrush Dr #103, Flower Mound, TX 75022, United States -
Urban Works Development
● ClosedUrban Works Development is a finance institution located at 1825 West Walnut Hill Lane in Irving, Texas, United States. With a focus on helping businesses achieve their dreams and goals, our team of experts is dedicated to providing impartial advice and practical assistance to make the most of every opportunity. Did you know that over 65% of business owners use credit for purchases, but only 50% of those cards are in the business' name? At Urban Works Development, we understand the importance of proper financial management and are here to guide you every step of the way.
1825 W Walnut Hill Ln #132, Irving, TX 75038, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 17802 Interstate 10 in San Antonio, Texas, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at the branch provide financial strategies based on their wealth management knowledge and expertise, covering retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their personal and professional goals to create financial strategies tailored to their long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which they operate, contributing to fundraising activities and non-profit organizations.
17802 I-10, San Antonio, TX 78257, United States -
Talarico and Associates
● ClosedTalarico and Associates is a finance institution located at 2210 Bandera Highway in Kerrville, Texas, United States. Led by Jeff Talarico, a Certified Kingdom Advisor®, the firm specializes in ethical investing that aligns with Christian beliefs. They offer personalized financial solutions that reflect clients' values and aspirations. Talarico and Associates prioritize integrity, expertise, and personalized attention in crafting investment strategies that incorporate Biblical wisdom. Their services include investment management, financial planning, and retirement planning. The firm is open for in-person meetings on Tuesdays, Wednesdays, and Thursdays, with phone or online meetings available for those who prefer. Through Biblically Responsible Investing, Talarico and Associates help clients steward their finances in a way that honors their faith and values. They also support charitable giving and emphasize the importance of generosity in financial planning. With a focus on aligning investments with Christian principles, Talarico and Associates strive to guide individuals and families towards financial success while upholding their morals and beliefs.
2210 Bandera Hwy Suite H, Kerrville, TX 78028, United States -
Kraus Capital Management LLC
● ClosedKraus Capital Management LLC is a finance institution located at 227 North Loop 1604 East, San Antonio, Texas, United States. Specializing in retirement income planning for individuals over the age of 55, we design, build, and manage personal retirement income plans to ensure our clients feel confident and prepared for the future. As an independently owned and operated business, our allegiance is solely to our clients, allowing us to provide unbiased advice and creativity. We prioritize educating our clients on the best way to manage their retirement, helping them make important decisions in the face of uncertainty. At Kraus Capital Management, we have a fiduciary responsibility to always put our client's interests first. Our personalized advice extends beyond investing, as we also offer personal financial planning to help clients make smart decisions with their money. We are dedicated to working together with our clients to solve their financial problems, serving as trusted advisers and educators without selling proprietary financial products.
227 N Loop 1604 E Suite, 150, San Antonio, TX 78232, United States -
Business Bridge Asia
● OpenBusiness Bridge Asia is a team of experienced entrepreneurs, subject matter experts, and former diplomats based in San Antonio, Texas, dedicated to helping small and medium-sized businesses succeed in the Asia-Pacific region. With our home offices in Singapore and the US, as well as resident staff throughout the region, we offer customized business solutions tailored to the specific needs and financial constraints of smaller companies. Our services include market assessments, market entry plans, accounting and CFO services, cultural training, investor connections, partnership facilitation, compliance assistance, and political risk mitigation. By working with us, you can quietly establish your business, earn local respect, and achieve steady growth in countries such as China, India, South Korea, New Zealand, and many others. Let Business Bridge Asia be your guide to success in the dynamic markets of Asia and Oceania.
831 Queens Oak, San Antonio, TX 78258, United States -
PGP Advisory | Business Brokers San Antonio
● ClosedPGP Advisory is a finance institution located in San Antonio, Texas, specializing in providing exceptional advisory services to sellers and buyers of businesses. With a team of experienced professionals, including experts in the field and highly capable partners, PGP Advisory ensures that clients receive the most accurate information and advice when making important financial decisions. Whether you are looking to sell your business or purchase a new one, PGP Advisory can guide you through the complex process, helping you achieve the highest possible value for your business or find the right opportunity for your investment. Contact us today to schedule a consultation and start your journey towards financial success.
110 E Houston St, San Antonio, TX 78205, United States -
Taurus Wealth Advisors
● ClosedTaurus Wealth Advisors, located at 15215 Thompson Ridge Drive in Cypress, Texas, is a finance and insurance agency dedicated to helping clients define and achieve their financial goals. Since 2007, the team at Taurus Wealth Advisors has been assisting clients in identifying what is most important to them and their families. With a commitment to integrity and putting clients' needs first, they offer unbiased recommendations and impartial guidance. Lead by J.W., who has been assisting clients with financial services since 2003, Taurus Wealth Advisors specializes in retirement planning and investment strategies. They take the time to understand each client's goals, concerns, and comfort levels to create a customized plan designed to meet their needs.
15215 Thompson Ridge Dr, Cypress, TX 77429, United States -
Stephenson, LeGrand & Pfeil, PLLC Accounting Firm
● OpenStephenson, LeGrand & Pfeil, PLLC Accounting Firm is a leading institution located at 1609 North Richmond Road in Wharton, Texas, United States. Specializing in accounting and finance, our dedicated team is excited to connect with you and provide a wide range of services. We offer tax minimization strategies for individual taxes, as well as assistance in setting up entities such as LLCs, Partnerships, S-Corps, and Corporations. Our expertise also extends to long-term tax planning to help you secure your financial future.
1609 N Richmond Rd, Wharton, TX 77488, United States -
Outlook Wealth Advisors
● OpenOutlook Wealth Advisors is a finance institution located at 20333 Texas 249, Houston, Texas, United States. As retirement approaches, many individuals are overwhelmed with financial decisions. At Outlook Wealth, we understand the importance of enjoying your hard-earned retirement without worrying about financial stability. With over 25 years of experience, our team provides comprehensive retirement planning and ongoing guidance to help preserve and protect your wealth. We believe in helping our clients navigate the complexities of retirement planning to ensure they can enjoy their dream retirement while safeguarding their assets. Our goal is to alleviate concerns about market downturns, outliving retirement funds, and becoming a burden on family members.
20333 TX-249 Ste 200, Houston, TX 77070, United States
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