TOP 10 Individual financial planning needs in Live Oak, Texas

Lendmark Financial Services LLC is a finance institution located at 8308 Pat Booker Road in Live Oak, Texas, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team is dedicated to providing personalized solutions and excellent customer service. Whether you need a loan, financial advice, or assistance with budgeting, Lendmark Financial Services LLC is here to help. Visit us today to learn more about how we can assist you with your financial needs.

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 John C Young is a Senior Portfolio Advisor with Merrill Lynch Wealth Management, located at 2800 Post Oak Boulevard in Houston, Texas. With 24 years of experience in the securities industry, John provides personalized wealth strategies and financial solutions tailored to each client's risk tolerance, time horizon, and investment goals. He is dedicated to understanding his clients' priorities and helping them pursue their financial objectives, whether it's planning for retirement, saving for a home, or funding a child's education. John believes in building long-term relationships with his clients, regularly reviewing and adjusting their financial approach to reflect changes in their lives and the markets. As a Chartered Retirement Planning Counselor, John is qualified to offer comprehensive financial planning services to help clients achieve their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, John works with clients to develop customized investment strategies designed to address their financial needs. Whether you're looking to transfer wealth to the next generation or plan for future healthcare expenses, John is committed to helping you turn your financial goals into reality. Contact Merrill Lynch Financial Advisor John C Young to start building a personalized financial plan centered on your goals and priorities.

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.

Katya L Thompson-Cantu is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 IKEA-RBFCU Parkway, 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, 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, investment strategies, risk management, and more. Katya is dedicated to providing comprehensive and personalized financial advice to her clients, including retirees, small business owners, and high net worth individuals. With her expertise and commitment to ethical practices, she helps clients make informed decisions to achieve their financial goals.

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.

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.

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.

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.

Bethany Davis is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. Bethany 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, 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, investment strategies, risk management, and tax planning. Bethany is dedicated to providing expert financial advice to individuals and small business owners, with a focus on helping clients achieve their financial goals and secure their financial future.

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.

David E Stanley - Ameriprise Financial Services, LLC is a finance institution located at 1 IKEA-RBFCU Parkway, Live Oak, Texas, United States. They offer a range of certifications and designations 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 cover a variety of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing expert financial advice and services to individuals and businesses, ensuring their clients' financial needs are met with professionalism and integrity.

LTC Financial Partners is a leading finance, health, and insurance agency located at 13331 White Oak Landing Boulevard in Houston, Texas, United States. We specialize in providing personalized solutions for long-term care planning, ensuring that individuals and families have the resources they need to protect their financial and health well-being. Our team of experienced professionals is dedicated to helping clients navigate the complexities of long-term care insurance and financial planning, creating customized strategies to meet their unique needs and goals. Contact LTC Financial Partners today to learn more about how we can help you secure your future.

Kale Hanson - Open Range Financial Group is a comprehensive 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, you can trust the advice you receive from Open Range Financial Group. Our team of advisors will help you address all your retirement questions and craft personalized financial plans designed to fit your individual needs. Whether you want to travel the globe or live quietly on a private ranch, we will help you retire your way without compromising your dreams. Our services include financial goal planning, asset management, insurance planning, tax-smart investment strategies, charitable giving strategies, and estate planning assistance. We take a holistic approach to financial planning and prioritize protecting your data and privacy. Contact us today to start charting a path to your financial goals with confidence.

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 John P Donnelly is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution offers services such as Registered Senior Wealth Management Client Associate, personalized financial planning, investment strategies, and access to comprehensive financial solutions from Bank of America. The advisors at Merrill Lynch Wealth Management focus on understanding your goals, priorities, and financial situation to create a customized approach that reflects your unique needs. They believe in helping clients achieve their goals by providing personalized wealth management services and investment insights. With a focus on building strong client relationships and providing personalized advice, Merrill Lynch Financial Advisor John P Donnelly aims to help clients reach their financial goals and navigate the complexities of their financial lives.

Merrill Lynch Financial Advisor NANCY NGUYEN, located at 2800 Post Oak Boulevard, Houston, Texas, United States, is dedicated to managing your wealth by understanding your full financial picture. With access to investment insights from Merrill and banking solutions from Bank of America, Nancy Nguyen can help create a personalized strategy tailored to your goals and priorities. Through Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your aspirations and focused on what you want to achieve. Nancy Nguyen believes in the importance of building relationships through conversations to identify and prioritize your goals, whether it be planning for retirement, saving for a home, or funding a child's education. As a Merrill Lynch Wealth Management Advisor, Nancy Nguyen focuses on what matters most to you - your family, goals, and priorities. By getting to know you personally, she can design and implement a customized plan to help you pursue financial goals while managing investment risk. By regularly reviewing your progress and adjusting your financial approach as needed, Nancy Nguyen aims to help you stay on track to achieve what's most important to you.

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.

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.

Kami Vidor - State Farm Insurance Agent is a reputable insurance agency located at 4228 Thousand Oaks Drive in San Antonio, Texas. Situated at the intersection of Thousand Oaks & Uhr Ln., across from Wal-Mart and next to H&R Block, our agency is easily accessible for all your insurance needs. With over 20 years of financial services experience, our agency is dedicated to providing exceptional service to our customers. We treat our customers like family and strive to make a positive impact on their lives. Whether you need assistance with auto, home, renters, life, health, small business, RV, motorcycle, or boat insurance, we have you covered.

Sonya Daniels - State Farm Insurance Agent is a trusted insurance agency located at 12315 Judson Road in San Antonio, Texas. As a State Farm agent, Sonya Daniels is dedicated to providing personalized insurance coverage that meets the unique needs of each individual and family. Whether you are looking for auto, home, life, or business insurance, Sonya Daniels is committed to helping you protect what matters most. With a focus on excellent customer service and a strong reputation for reliability, Sonya Daniels - State Farm Insurance Agent is the go-to choice for insurance in the San Antonio area.

On-Target Training Courses, LLC is a finance institution located at 301 Live Oak Street in Glen Rose, Texas, United States. We offer a wide range of training courses designed to help individuals and businesses improve their financial knowledge and skills. Our experienced instructors provide hands-on, practical training that is tailored to meet the needs of our students. Whether you are looking to enhance your understanding of investment strategies, budgeting techniques, or financial planning, our courses will help you achieve your goals. Join us at On-Target Training Courses, LLC and take the first step towards a more secure financial future.

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.