Insurance advisor in El Paso, Texas
79 results found
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Mirau Capital Management, Inc.
● OpenMirau Capital Management, Inc. is a finance institution located at 2300 George Dieter Drive in El Paso, Texas, United States. We specialize in helping individuals create well-thought-out strategies to address their financial needs and concerns. By using the Mirau Game Plan, we analyze your current financial situation and determine your retirement needs, providing you with a custom strategy to reach your unique retirement goals. Our team is dedicated to assessing your financial situation and making recommendations that are in your best interest with integrity and transparency. Our founder, Brian Mirau, and our team are committed to helping you build, protect, and preserve your assets. We offer a variety of investment and insurance products to custom suit your needs and objectives. Securities and advisory services are offered through Madison Avenue Securities, LLC, and we are licensed to do business in several states. Attend one of our informational events or schedule a visit to learn more about retirement income strategies, wealth management, and more. Join us to discover how we can help you achieve your ideal retirement.
2300 George Dieter Dr #3963, El Paso, TX 79936, United States -
HUB International
● ClosedHUB International is a finance institution located at 9731 Wortham Boulevard in Houston, Texas, United States. Specializing in Retirement/Wealth Management, HUB International offers a range of services including institutional investment consulting, participant services, executive benefits, financial planning, and private wealth management. In March 2019, HUB International acquired Peak Financial Group, LLC, expanding its client services across the State of Texas and beyond. The institution's national team of Retirement and Private Wealth Advisors, Relationship Managers, Investment Analysts, and Home Office Support Staff work together to manage fiduciary risk, analyze investment options, and provide streamlined service solutions for plan sponsors and their employees.
9731 Wortham Blvd Suite 105, Houston, TX 77065, United States -
Tim Kilpatrick - High Ridge Wealth Management
● ClosedTim Kilpatrick - High Ridge Wealth Management is a finance institution located at 124 West Castellano Drive, El Paso, Texas, United States. They are dedicated to helping individuals reach the height of their financial goals. Services may be provided to residents of various states in the U.S., and investment products are offered through Wells Fargo Advisors Financial Network, LLC. Insurance products are also available through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that opinions and actions taken on social media are those of third parties and may not reflect the views of the institution. By clicking on certain links, you may leave the Wells Fargo website and enter a privately owned website operated by a third-party. It is important to review the policies and terms of these third-party websites to understand how your information may be collected and maintained.
124 W Castellano Dr # 202, El Paso, TX 79912, United States -
Scott Butler - High Ridge Wealth Management
● ClosedScott Butler - High Ridge Wealth Management is a finance institution located at 124 West Castellano Drive in El Paso, Texas, United States. Our mission is to help you reach the height of your financial goals. We offer investment products and services through Wells Fargo Advisors Financial Network, LLC, and insurance products through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that our services may not be available in all states or countries. We value transparency and encourage you to review our terms and conditions before engaging with us. Connect with us on social media for more information, but remember that opinions expressed on these platforms are those of third parties and may not reflect our views. By clicking on external links, you are leaving our website and entering a third-party site. We do not endorse the products, services, or policies of these third parties, so please review their terms and conditions carefully. Thank you for considering Scott Butler - High Ridge Wealth Management for your financial needs.
124 W Castellano Dr # 202, El Paso, TX 79912, United States -
High Ridge Wealth Management
● ClosedHigh Ridge Wealth Management is a finance institution located at 124 West Castellano Drive in El Paso, Texas, United States. Our mission is to help you reach the height of your financial goals. Our services are available for residents of select states including AR, AZ, CA, CO, IL, IN, MD, NC, NJ, NM, NY, OK, SC, TX, VA. We offer investment products and services through Wells Fargo Advisors Financial Network, LLC, and insurance products through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that information provided on social media platforms reflects the views of third parties and may not necessarily represent our firm. By clicking on external links, you will be redirected to a third-party website not affiliated with Wells Fargo Advisors. Please review their policies and terms before proceeding.
124 W Castellano Dr, El Paso, TX 79912, United States -
Susan Hernandez - Thrivent
● ClosedSusan Hernandez - Thrivent is a finance institution located at 2615 Montana Avenue, El Paso, Texas, United States. Licensing for insurance products is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent.
2615 Montana Ave, El Paso, TX 79903, United States -
Colin Mildred - Thrivent
● ClosedColin Mildred - Thrivent is a finance institution located at 2615 Montana Avenue, El Paso, Texas, United States. The institution is licensed in multiple states including AL, AR, AZ, CO, GA, IA, ID, IL, IN, KS, LA, MI, MN, MO, NM, OK, TX, WA, and WI. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice. Clients are encouraged to consult with their own attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for a fee.
2615 Montana Ave, El Paso, TX 79903, United States -
Mark Moreland - High Ridge Wealth Management
● ClosedMark Moreland - High Ridge Wealth Management is a finance institution located at 124 West Castellano Drive, El Paso, Texas, United States. We are dedicated to helping you reach the height of your financial goals. Our services are available to residents of various states in the U.S., and we offer investment products and services through Wells Fargo Advisors Financial Network, LLC. Please note that securities-related services may not be provided to individuals residing outside of the listed states. Additionally, insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to note that opinions and actions taken on Social Media are those of third parties and do not necessarily reflect the views of our firm. By clicking on any external links, you will be leaving the Wells Fargo website and entering a third-party site. Please review the third-party's policies and terms and conditions before proceeding.
124 W Castellano Dr # 202, El Paso, TX 79912, United States -
Sandra Serrano - High Ridge Wealth Management
● ClosedSandra Serrano - High Ridge Wealth Management is a finance institution located at 124 West Castellano Drive in El Paso, Texas. They are dedicated to helping individuals reach the height of their financial goals. Their services are available to residents of select states in the US, and they offer a range of investment products and services through Wells Fargo Advisors Financial Network, LLC. Please note that insurance products are also offered through nonbank insurance agency affiliates of Wells Fargo & Company. 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 not affiliated with Wells Fargo Advisors. Social Media content reflects the views of third parties and may not necessarily reflect the views of the institution.
124 W Castellano Dr # 202, El Paso, TX 79912, United States -
Truvize Financial Planning
● ClosedTruvize Financial Planning, located at 11323 Rojas Drive, El Paso, Texas, is a finance institution that believes in providing transparent and thoughtful financial advice to clients from all walks of life. Their experienced financial professionals are dedicated to helping clients achieve their financial goals and live life on their own terms. The institution offers personalized financial planning services, including comprehensive financial plans, insurance planning, investment planning, tax planning, and more. Truvize believes in putting the client's interests first and maintaining open and honest communication throughout the financial planning process. With a focus on building trust-based relationships and providing honest advice, Truvize aims to change the way people think about financial planning. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Members of the Truvize team are committed to helping clients plan for their future and achieve financial success, while also prioritizing their personal values and relationships outside of work. Whether you're a high-income earner, business owner, or someone just starting to think about your financial future, Truvize Financial Planning is here to help you take control of your finances and move forward with confidence.
11323 Rojas Dr Ste A3, El Paso, TX 79936, United States -
Bob Halter - High Ridge Wealth Management
● ClosedBob Halter - High Ridge Wealth Management is a finance institution located at 124 West Castellano Drive in El Paso, Texas, United States. Our goal is to help you reach the height of your financial goals. Our services are available to residents of various states including AR, AZ, CA, CO, IL, IN, MD, NC, NJ, NM, NY, OK, SC, TX, and VA. We offer investment products and services through Wells Fargo Advisors Financial Network, LLC, and insurance products through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that our information on social media is intended for U.S. residents only. By clicking on any links, you may be leaving the Wells Fargo website and entering a third-party website. It is important to review the privacy and security policies of these third-party websites before providing any personal information.
124 W Castellano Dr # 202, El Paso, TX 79912, United States -
Mass Mutual Financial Group
● ClosedMass Mutual Financial Group is a reputable finance and insurance agency located at 4855 North Mesa Street in El Paso, Texas, United States. With a strong commitment to helping individuals and businesses achieve their financial goals, Mass Mutual offers a wide range of services including retirement planning, investment management, and insurance coverage. Their team of experienced professionals provides personalized solutions to meet the unique needs of each client, ensuring financial security and peace of mind. Whether you are looking to grow your wealth or protect your assets, Mass Mutual Financial Group is dedicated to helping you build a secure financial future.
4855 N Mesa St UNIT 102, El Paso, TX 79912, United States -
John Schmid - Prudential Financial
● ClosedJohn Schmid - Prudential Financial is a reputable finance and insurance agency located at 4100 Rio Bravo Street in El Paso, Texas, United States. With a focus on providing top-notch financial services and insurance products, the institution is dedicated to helping clients achieve their financial goals and protect their assets. The team at John Schmid - Prudential Financial is experienced and knowledgeable, offering personalized solutions to meet the unique needs of each individual or business. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust John Schmid - Prudential Financial to provide expert guidance and exceptional service.
4100 Rio Bravo St Suite 208, El Paso, TX 79902, United States -
Jonna K Sougstad CRPC - Merrill Lynch
● OpenJonna K Sougstad CRPC - Merrill Lynch is a finance institution located at 4699 North Mesa Street, El Paso, Texas, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, we are dedicated to helping clients achieve their financial goals. Our advisors provide a wide range of services, including investment advisory, financial planning, and brokerage services. Please note that investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. We offer a variety of investment, insurance, and annuity products to meet your needs. Partner with us to start your journey towards financial success.
4699 N Mesa St floor 01, El Paso, TX 79912, United States -
WestStar Title
● ClosedWestStar Title is an insurance agency located at 1265 Joe Battle Boulevard in El Paso, Texas. We specialize in providing title insurance services to protect our clients during real estate transactions. Our experienced team is dedicated to ensuring a smooth and secure closing process for both buyers and sellers. Trust WestStar Title to safeguard your investment and provide peace of mind for all your property transactions.
1265 Joe Battle Blvd Suite B-101, El Paso, TX 79936, United States -
Brian Farrish - High Ridge Wealth Management
● ClosedBrian Farrish - High Ridge Wealth Management is a finance institution located at 124 West Castellano Drive, El Paso, Texas, United States. They are dedicated to helping individuals reach the height of their financial goals. Their services are available to residents of various states in the U.S., and they offer investment products and services through Wells Fargo Advisors Financial Network, LLC. Please note that securities-related services may not be provided to individuals residing in states not listed above. Additionally, insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. Social Media opinions and actions are those of third parties and do not necessarily reflect the views of the firm. By clicking on links to third-party websites, you are leaving the Wells Fargo Advisors website and entering a privately owned website not affiliated with Wells Fargo Advisors. It is recommended to review the third-party's policies and terms and conditions before proceeding.
124 W Castellano Dr # 202, El Paso, TX 79912, United States -
PreciseCount
● ClosedPreciseCount is a reputable accounting, finance, and insurance agency located at 509 Giles Road in El Paso, Texas, United States. Our institution is dedicated to prioritizing our clients' success, whether they are launching a new venture, managing an established business, or securing a stable financial future for themselves and their families. Our friendly financial experts offer tailored solutions to ensure success both personally and professionally, providing all-encompassing financial services conveniently in one place. With over two decades of expertise in QuickBooks accounting software, we specialize in navigating its intricate workflows to ensure that your financial records are orderly and accurate. Our meticulous cleanup process and tailored solutions can potentially save you up to 30% in time and money. We offer more than just tax preparation; we review, inform, and provide tax savings solutions tailored to your unique financial situation, helping you reduce your tax liability and make the most of your hard-earned money.
509 Giles Rd, El Paso, TX 79915, United States -
BANEZ ENTERPRISES LLC
● ClosedBANEZ ENTERPRISES LLC is a trusted accounting, finance, and insurance agency located at 8090 Alameda Avenue, El Paso, Texas, United States. With over 20 years of experience, we specialize in tax preparation for individuals and business owners, ensuring they receive the maximum refund they are entitled to. Unlike seasonal tax preparers, we are open year-round to provide expert assistance with income tax preparation, bookkeeping services, payroll, sales tax declarations, franchise tax declarations, and corporate taxes. We offer the best income tax software for businesses, with easy-to-use programs that can be installed on multiple computers or offices. Our team is always available to provide support and guidance during the income tax season, ensuring you never have to face tax-related challenges alone.
8090 Alameda Ave, El Paso, TX 79915, United States -
Tony Benitez, CPA, LUTCF, ARPC
● OpenTony Benitez, CPA, LUTCF, ARPC is a reputable insurance agency located at 303 North Oregon Street in El Paso, Texas. Specializing in providing services such as Life Insurance, Retirement planning, and College plan funding for Small Business Owners, Accounting, Legal, and Medical professionals in the El Paso area. With a focus on helping clients achieve their long-term financial goals, Tony Benitez offers personalized strategies to meet individual needs. As a licensed agent of New York Life Insurance Company and NYLIFE Securities LLC, clients can trust in the expertise and guidance provided by Anthony Benitez. Whether you are looking to secure your family's future, plan for retirement, or fund your child's education, Tony Benitez, CPA, LUTCF, ARPC is here to help you every step of the way. Contact them today to start planning for a secure financial future.
Anson Mills Building, 303 N Oregon St #1100, El Paso, TX 79901, United States
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