Individualized financial advice in Horizon City, TX
13 results found
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A New Horizon
● OpenA New Horizon is a leading health institution located at 7220A Bob Bullock Loop in Laredo, Texas, United States. We are dedicated to providing high-quality healthcare services to our community, with a focus on promoting wellness and improving the overall health of our patients. Our team of experienced healthcare professionals is committed to delivering personalized care and treatment plans to meet the unique needs of each individual. At A New Horizon, we strive to be a beacon of hope and healing for all who walk through our doors.
7220A Bob Bullock Loop #304, Laredo, TX 78040, United States -
Raiz - Horizon Branch
● OpenRaiz - Horizon Branch is a financial institution located at 13781 Horizon Boulevard in Horizon City, Texas, United States. As a full-service bank, Raiz offers a range of banking and financial services to meet the needs of individuals and businesses in the community. Whether you need to access cash through their ATMs, open a checking or savings account, apply for a loan, or seek financial advice, Raiz - Horizon Branch is dedicated to providing excellent customer service and helping you achieve your financial goals. Visit them today to experience personalized banking solutions tailored to your needs.
13781 Horizon Blvd, Horizon City, TX 79928, United States -
Horizon Lending Services, LLC
● OpenHorizon Lending Services, LLC is a finance institution located at 2005 Overton Park Drive in Prosper, Texas, United States. We specialize in providing a wide range of lending services to individuals and businesses, helping them achieve their financial goals. Our experienced team is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking for a mortgage, personal loan, or business financing, Horizon Lending Services, LLC is here to help you navigate the world of finance with confidence.
2005 Overton Park Dr, Prosper, TX 75078, United States -
Horizon Wealth Strategies, LLC
● OpenHorizon Wealth Strategies, LLC is a finance institution located at 910 Gruene Road in New Braunfels, Texas, United States. The institution is dedicated to serving professional advisors and empowering clients to make wise financial decisions. The team of agents, including Mark D. Olson, Irene Stolte, Michael Ferrara, CFP®, LUTCF®, and Matt Kennedy, are licensed to sell insurance through New York Life Insurance Company and other independent insurance companies in various states. They also offer investment advisory services through Eagle Strategies LLC and securities products and services through NYLIFE Securities LLC. It is important to note that neither Horizon Wealth Strategies LLC nor its employees, nor Eagle Strategies LLC or its advisors, provide tax, legal, or accounting advice. Individuals should consult their own professionals for such matters.
910 Gruene Rd #4b, New Braunfels, TX 78130, United States -
Merrill Lynch Financial Advisor Martin W Pate
● OpenMerrill Lynch Financial Advisor Martin W Pate is a finance institution located at 13135 Dairy Ashford Road, Sugar Land, Texas, United States. Martin has been with Merrill Lynch Wealth Management since 1996 and specializes in assisting clients with portfolio construction tailored to their risk tolerance, objectives, and time horizon through the Investment Advisory Program. He holds certifications as a Certified Investment Management Analyst (CIMA) and Certified Plan Fiduciary Advisor, CPFA. Martin is a graduate of Texas A&M University with a Masters in Statistics and is actively involved in local charities. The institution offers personalized wealth management services to help clients meet their financial goals, whether for personal wealth or organizational needs. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide comprehensive financial solutions.
13135 Dairy Ashford Rd Suite 450, Sugar Land, TX 77478, United States -
Merrill Lynch Financial Advisor Stephen P Lamb
● OpenMerrill Lynch Financial Advisor Stephen P Lamb is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, we believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and managing over 3 billion in client assets, our team at TSPN Wealth Management Group serves a select group of organizations and individuals, including CEOs, entrepreneurs, and executives. We focus on combining world-class resources with personalized, informed support to help clients achieve their greatest financial goals while preserving their financial futures. Our team believes in a mathematical, non-emotional investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, time horizon, and liquidity needs. We emphasize diversification across global asset classes, investment styles, sectors, and industry groups to manage portfolio risk effectively. We offer banking services through Bank of America, N.A. and provide regular meetings to review investment performance, portfolio rebalancing, and current strategy adjustments as needed.
800 Capitol St, Houston, TX 77002, United States -
Horizon Advisory Group, LLC
● OpenHorizon Advisory Group, LLC, located at 2808 Caroline Street in Houston, Texas, is a finance and insurance agency dedicated to helping individuals, families, and businesses achieve their financial goals and dreams. Our approach to financial planning is rooted in building a collaborative relationship with our clients, going beyond just numbers and data. We believe in bringing your vision to life and creating a customized strategy that promotes stability, growth, and longevity. Our goal is to provide you with the confidence to take control of your finances and make informed decisions for the future.
2808 Caroline St Ste 201-M, Houston, TX 77004, United States -
Merrill Lynch Financial Advisor Tiffany N Contreras
● OpenMerrill Lynch Financial Advisor Tiffany N Contreras is a prestigious finance institution located at 3700 North Capital of Texas Highway, Austin, Texas, United States. The team at Merrill Lynch is dedicated to providing exemplary client service and has been recognized by financial industry publications and Bank of America Corporation. With access to the global resources of Merrill, the team, led by Tiffany N Contreras, is committed to building strong client relationships based on trust and personalized service. The institution focuses on understanding what matters most to their clients, whether it be family, goals, or priorities that may change over time. With over a quarter century of experience in navigating economic cycles, the team at Merrill Lynch aims to help clients make thoughtful decisions based on their risk tolerance, time horizon, liquidity needs, and overall investment goals.
3700 N Capital of Texas Hwy, Austin, TX 78746, United States -
Trankas Corporation
● OpenTrankas Corporation is a leading institution located at 1163 Horizon Boulevard in El Paso, Texas, United States. Specializing in providing top-notch services in finance, consulting, and technology, Trankas Corporation is dedicated to helping businesses and individuals achieve their financial goals. With a team of experienced professionals, Trankas Corporation offers a wide range of services tailored to meet the unique needs of each client. Whether you are looking for financial advice, strategic planning, or technological solutions, Trankas Corporation is the go-to institution for all your needs. Contact us today to learn more about how we can help you succeed.
1163 Horizon Blvd, El Paso, TX 79927, United States -
Texas Finance
● OpenTexas Finance is a reputable financial institution located at 120 Horizon Boulevard in Socorro, Texas. As a leading provider of financial services in the United States, Texas Finance offers a wide range of products and solutions to meet the diverse needs of its clients. With a team of experienced professionals, Texas Finance is committed to providing personalized and reliable financial assistance to individuals, businesses, and organizations. Whether you are looking for a loan, investment advice, or other financial services, Texas Finance is here to help you achieve your financial goals. Visit us today to learn more about how we can assist you with your financial needs.
2709, 120 Horizon Blvd ste a, Socorro, TX 79927, United States -
LendNation
● OpenLendNation is a trusted financial institution located at 14026 Horizon Boulevard in Horizon City, Texas, United States. As a reputable bank, we offer a range of financial services to help individuals and businesses manage their money effectively. Whether you need a loan, savings account, or financial advice, our experienced team is here to assist you. Visit us today to discover how LendNation can help you achieve your financial goals.
14026 Horizon Blvd Ste 5, Horizon City, TX 79928, United States -
Carson Wealth
● OpenCarson Wealth is a full-service financial planning institution located at 1120 North Kimball Avenue, Southlake, Texas, United States. Our team of financial advisors in the Dallas area is dedicated to simplifying the complexities of finance for you and your family. We cater to clients in the entire Metroplex and West Texas region, with a focus on providing personalized financial advice to individuals in the oil and gas industry, business owners, and executives. As Texans ourselves, we understand the unique financial needs and goals of our clients. Our goal is to help you achieve "true wealth" through a wealth designed, life-defined approach. We believe that money doesn't have to be complicated, and we strive to provide value to our clients in these unprecedented times.
1120 N Kimball Ave Suite 100, Southlake, TX 76092, United States -
Visionary Wealth Partners
● OpenVisionary Wealth Partners is a finance and insurance agency located at 7550 Interstate 10 in San Antonio, Texas. Our firm specializes in crafting personalized wealth management strategies that prioritize financial growth, equitable distribution, and comprehensive retirement planning. We are dedicated to delivering unparalleled client experiences, catering to the unique needs of individuals, families, and foundations who share our vision for optimizing wealth for current and future generations. At Visionary Wealth Partners, we begin each new client relationship with a conversation to gain a comprehensive understanding of your objectives, risk tolerance, financial landscape, time horizon, and values. Our advisors then craft a holistic wealth management plan tailored to your specific needs, recognizing the uniqueness of each client's situation and ensuring that every plan is a customized fit.
7550 I-10 Suite 800, San Antonio, TX 78229, United States
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