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TOP 30 Insurance advisory in Dallas, TX
13 results found
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Global Financial & Insurance Services
Global Financial & Insurance Services is a leading insurance agency located at 2711 Lyndon B Johnson Freeway in Dallas, Texas. We provide a wide range of insurance services to individuals and businesses, including life insurance, health insurance, auto insurance, and more. Our experienced agents are dedicated to helping our clients find the best insurance coverage to meet their specific needs. With a commitment to excellence and personalized service, Global Financial & Insurance Services is your trusted partner for all your insurance needs. Contact us today to learn more about how we can help protect you and your assets.
La Familia Auto Insurance & Tax Services
La Familia Auto Insurance & Tax Services is a trusted insurance agency located at 3701 West Northwest Highway in Dallas, Texas. With a focus on providing quality auto insurance and tax services, our knowledgeable team is dedicated to helping families protect their vehicles and finances. Whether you need assistance with finding the right insurance coverage or filing your taxes, La Familia Auto Insurance & Tax Services is here to provide personalized and reliable assistance. Visit us today to experience our exceptional customer service and expertise.
Vaughn Asset Advisory, LLC
Vaughn Asset Advisory, LLC is a reputable finance and insurance agency located at 1910 Pacific Avenue in Dallas, Texas, United States. With a team of experienced professionals, they offer expert financial advice and personalized insurance solutions to help clients achieve their financial goals and protect their assets. Whether you are looking to invest wisely or secure the right insurance coverage, Vaughn Asset Advisory, LLC is dedicated to providing top-notch service and guidance to meet your needs.
Brian Marlar Investments
Brian Marlar Investments is a finance and insurance agency located at 406 East Marcy Drive in Big Spring, Texas, United States. Brian Marlar, CFP® is a registered representative and investment advisor representative of Momentum Independent Network Inc. (MIN), a registered broker-dealer and investment adviser. Please note that the information provided on this website, including sample articles and reports from Emerald Publications, is for informational purposes only and not intended as a solicitation. MIN does not provide tax or legal advice and this website is intended for clients and interested investors residing in states where MIN or its financial advisors are qualified to provide brokerage services or investment advisory services. Visitors should exercise caution when accessing external websites linked on this site, as MIN does not endorse or control the information found there.
Carson Wealth
Carson 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.
Cook Financial Services
Cook Financial Services is a finance institution located at 12655 North Central Expressway in Dallas, Texas. Our website offers a variety of resources, including informative videos and useful calculators. Led by Gary Cook, CFP®, we specialize in helping both corporations and individuals achieve retirement success through our core principles of plan review, design, compliance, education, and service. In addition to retirement planning, Cook Financial Services provides individual and business planning solutions, buy/sell planning, key man insurance, and employee benefits from a range of national carriers and vendors. Our team is dedicated to helping you see the big picture when it comes to financial planning.
HUB International
HUB 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.
Dumas Capital Partners
Dumas Capital Partners is a boutique corporate finance firm and merchant bank located at 9824 Ironwood Drive, Denton, Texas. With over three decades of combined investment and merchant banking experience, our Managing Directors have closed more than 200 transactions valued at over $2 billion. We specialize in providing sophisticated advisory services for mergers, acquisitions, divestitures, capital formation, and balance sheet refinancings for emerging growth and middle market family-owned and publicly-listed companies with enterprise values typically ranging from $2.5 to $250 million. Our team offers independent and objective advice, along with creative solutions to challenging financial problems. We customize our services for each engagement to ensure we exceed our client's financial objectives. Investment Banking services and Securities are offered through StillPoint Capital LLC, Member FINRA/SIPC. Jack Kearney, Sr., Managing Director of Investment Banking and Co-founder, has over 30 years of experience in raising equity and debt capital, M&A strategies, and debt restructuring. Kerri Sinn, Corporate Finance Assistant, joined the team in 2021 and brings a background in banking, human resources, executive support, and entrepreneurship. She has a proven track record of supporting leaders and collaborating with cross-functional teams in various sectors. Kerri holds a Professional Human Resources Certification (PHR) from the University of Dallas and a Securities License, Series 6 from the Texas Department of Insurance.
Michael Witt - Financial Advisor, Ameriprise Financial Services, LLC
Michael 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.
Jeffery Malcolm Davis - Financial Advisor, Ameriprise Financial Services, LLC
Jeffery Malcolm Davis is a financial advisor at Ameriprise Financial Services, LLC located at 6860 Dallas Parkway in Plano, Texas. He offers personalized financial advice to help clients prepare for their future goals, whether it's saving for college, planning for retirement, or making smart investments. Jeffery takes the time to understand what is truly important to each individual client, helping them feel more confident and in control of their financial life. If you are interested in learning more about Jeffery's services, you can schedule a complimentary initial consultation. During this consultation, you will receive an overview of financial planning concepts to help you make informed decisions about your financial future. Please note that this consultation does not include written analysis or recommendations.
Jeff Davis - Financial Advisor, Ameriprise Financial Services, LLC
Jeff 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.
Tim Bowrey - Financial Advisor, Ameriprise Financial Services, LLC
Tim Bowrey is a Financial Advisor at Ameriprise Financial Services, LLC, located at 5960 Berkshire Lane in Dallas, Texas, United States. Tim holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Tim's expertise in asset management, retirement planning, estate planning, investment strategies, and risk management. Tim also specializes in working with domestic partners, seniors, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Tim is dedicated to providing comprehensive financial advice to help clients achieve their financial goals.
Frazier Financial Group
Located in Dallas, Texas, the Frazier Financial Group is a premier institution specializing in accounting and finance services. Led by Sidney Frazier, MBA, a QuickBooks Certified ProAdvisor, the institution aims to inspire, motivate, and build confidence within small business owners and independent professionals. With a focus on providing top-notch Accounting, Bookkeeping, Tax Planning & Preparation, and Business Consulting services, Frazier Financial Group is dedicated to helping clients "Discover the Financial Difference". Serving the DFW Metroplex and surrounding counties, the institution is committed to helping clients achieve their financial goals and success.
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