Investment advisor services in Canyon, Texas
16 results found
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Edward Jones - Financial Advisor: Dan Shuman, CFP®|ChFC®
● ClosedEdward Jones - Financial Advisor: Dan Shuman, CFP®|ChFC® is a reputable financial institution located at 1610 4th Avenue in Canyon, Texas, United States. As a Certified Financial Planner and Chartered Financial Consultant, Dan Shuman provides expert financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Dan Shuman is dedicated to helping you navigate the complexities of the financial world. With a focus on personalized service and tailored solutions, Edward Jones - Financial Advisor: Dan Shuman, CFP®|ChFC® is committed to helping you secure a strong financial future.
1610 4th Ave, Canyon, TX 79015, United States -
Edward Jones - Financial Advisor: Kassidy J Pagett
● ClosedEdward Jones - Financial Advisor: Kassidy J Pagett is a trusted financial institution located at 1301 4th Avenue in Canyon, Texas, United States. Specializing in finance, they provide expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships, Kassidy J Pagett offers a range of services including investment planning, retirement planning, and wealth management. Whether you are planning for the future or looking to make the most of your current finances, Edward Jones is committed to providing top-notch financial guidance and support.
1301 4th Ave, Canyon, TX 79015, United States -
Gilliland Investment Management, Inc
● ClosedGilliland Investment Management, Inc. is a renowned finance institution located at 2001 4th Avenue in Canyon, Texas, United States. With a strong reputation for providing expert financial advice and services, Gilliland Investment Management, Inc. offers a wide range of investment management solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or achieve other financial goals, the experienced professionals at Gilliland Investment Management, Inc. are dedicated to helping you navigate the complex world of finance with confidence and ease.
2001 4th Ave #1, Canyon, TX 79015, United States -
Edward Jones - Financial Advisor: Sheila Pringle
● ClosedEdward Jones - Financial Advisor: Sheila Pringle is a reputable finance institution located at 1550 Farm to Market Road 2673 in Canyon Lake, Texas, United States. Sheila Pringle is a dedicated and experienced financial advisor who provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Sheila Pringle can provide expert guidance and support. With a focus on building long-term relationships and delivering exceptional service, Edward Jones - Financial Advisor: Sheila Pringle is committed to helping clients secure their financial futures.
1550 FM2673, Canyon Lake, TX 78133, United States -
Edward Jones - Financial Advisor: Scott Anderson
● ClosedEdward Jones - Financial Advisor: Scott Anderson is a trusted financial institution located at 18382 Farm to Market Road 306 in Canyon Lake, Texas. As a finance institution, they offer a wide range of services to help individuals and businesses achieve their financial goals. Scott Anderson, the dedicated financial advisor, provides personalized financial planning and investment strategies to clients, ensuring they make informed decisions for their financial future. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Scott Anderson is a reliable partner in navigating the complexities of the financial world.
18382 FM306 Suite 105, Canyon Lake, TX 78133, United States -
D & D Financial Services
● OpenD & D Financial Services is a top-rated accounting and finance institution located at 11 Eagle Pass, Canyon, Texas, United States. In 2021, we were named a finalist in the Best of Amarillo for Tax Preparation, ranking among the top 3 tax preparation services in the entire Amarillo area. Our services range from personal tax preparation, including basic W2 1040's, to high-level Schedule C business and rental taxes. We also specialize in all types of business taxes for 1120/1120-S, C-Corp, S-Corp, and partnerships. Additionally, we provide comprehensive payroll services, including weekly paychecks, deductions, payroll taxes, 941 filings, and annual W2's and 1099's. Trust D & D Financial Services for all your accounting and finance needs.
11 Eagle Pass, Canyon, TX 79015, United States -
Rick Drew - State Farm Insurance Agent
● ClosedRick Drew - State Farm Insurance Agent is an insurance agency located at 1578 Farm to Market Road 2673 in Canyon Lake, Texas, United States. Our team is dedicated to helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We offer a range of insurance and financial services to meet our customers' needs. Whether you are looking for life insurance, annuities, or assistance with auto repair costs, our knowledgeable team is here to help. We can provide recommendations on moving options, help you understand your spending habits, and offer advice on DIY auto maintenance.
1578 FM2673, Canyon Lake, TX 78133, United States -
Bison Wealth Strategies
● ClosedBison Wealth Strategies is a comprehensive finance, health, and insurance agency located at 1319 4th Avenue in Canyon, Texas, United States. Our team of dedicated professionals is committed to helping individuals and families achieve their financial goals and protect their assets. We offer a range of services including investment planning, retirement planning, insurance coverage, and health benefits. With our expertise and personalized approach, we strive to provide our clients with peace of mind and financial security. Visit Bison Wealth Strategies today to start planning for a brighter future.
1319 4th Ave, Canyon, TX 79015, United States -
Don Lee, CLU, INC
● ClosedDon Lee, CLU, INC is a finance and insurance agency located at 1420 4th Avenue in Canyon, Texas, United States. As a Life and Qualifying Member of the Million Dollar Round Table, Don Lee, CLU, INC is committed to helping individuals plan for their retirement and financial future. With statistics showing that many Americans have not saved enough for retirement, the team at Don Lee, CLU, INC strives to provide expert advice and solutions to help clients reach their financial goals. As part of Cetera Wealth Partners, a region of Cetera Advisor Networks, clients can trust that they are working with a reputable and trusted institution. Securities and advisory services are offered through Cetera Advisor Networks LLC, a broker/dealer and Registered Investment Adviser. Don Lee, CLU, INC ensures that all affiliated individuals are properly registered and qualified to offer a range of financial services. Visit their website for important disclosures and information on their business practices. Trust Don Lee, CLU, INC to guide you towards a secure financial future.
1420 4th Ave #26, Canyon, TX 79015, United States -
Education Credit Union Buff $mart Program
● ClosedThe Education Credit Union Buff $mart Program is a financial institution located at 2401 Russell Long Boulevard in Canyon, Texas. This program is specifically designed for students and faculty at the university to help them manage their finances effectively. With a focus on financial literacy and education, the Buff $mart Program offers various resources and services to help individuals make smart financial decisions and achieve their financial goals. Whether it's budgeting, saving, investing, or managing debt, the Education Credit Union Buff $mart Program is here to support the university community in their financial journey.
2401 Russell Long Blvd, Canyon, TX 79016, United States -
Elite Financial Consulting LLC
● ClosedElite Financial Consulting LLC is a top-tier financial institution located at 3120 Skyline Drive in Canyon Lake, Texas, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing expert guidance and support to individuals and businesses alike. Whether you need assistance with tax planning, investment strategies, or budgeting, we are here to help you achieve your financial goals. Trust Elite Financial Consulting LLC to provide you with elite-level financial services tailored to your specific needs.
3120 Skyline Dr, Canyon Lake, TX 78133, United States -
GoldStar Trust Company
● ClosedGoldStar Trust Company is a leading financial institution located in Canyon, Texas, United States. Specializing in self-directed IRAs, precious metals IRAs, and other alternative investments, GoldStar Trust Company offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a commitment to providing excellent customer service and innovative financial solutions, GoldStar Trust Company is trusted by clients nationwide. Visit their office at 1401 4th Avenue to learn more about how they can help you secure your financial future.
1401 4th Ave, Canyon, TX 79015, United States -
Pegasus Wealth Management, LLC
● ClosedPegasus Wealth Management, LLC is a finance institution located at 22007 Madera Canyon Court in Richmond, Texas, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. With a focus on strategic planning and investment solutions, we aim to provide our clients with the guidance and support they need to secure their financial future. Trust Pegasus Wealth Management, LLC to help you navigate the complexities of the financial world and work towards building a solid foundation for long-term success.
22007 Madera Canyon Ct Ste. 201, Richmond, TX 77469, United States -
Frost Bank
● ClosedFrost Bank is a reputable financial institution located at 605 West Canyon Ridge Drive in Austin, Texas. As a full-service bank, Frost offers a wide range of banking services including checking and savings accounts, loans, mortgages, and investment options. With a strong emphasis on customer service and community involvement, Frost Bank is committed to helping individuals and businesses achieve their financial goals. Whether you need to make a deposit, withdraw cash, or speak with a financial advisor, Frost Bank is here to assist you every step of the way.
605 W Canyon Ridge Dr, Austin, TX 78753, United States -
The People's Federal Credit Union
● ClosedThe People's Federal Credit Union is a member-owned and member-focused institution located at 423 North Main Street in Childress, Texas. Offering a range of financial services, including ATM access, this credit union prides itself on providing great rates for refinancing or purchasing loans. With some of the lowest rates in town for auto, motorcycle, boat, and RV loans, The People's Credit Union is trusted by over 23,000 families, organizations, and businesses in Texas. Serving the underserved areas of Canyon, Childress, Hereford, parts of Amarillo, and Deaf Smith County, TPFCU offers low rates on home mortgages, home refinancing, auto loans, and more. With no minimum balance required or service fees on personal checking accounts, members can enjoy the convenience of in-person support at four branch locations in the Amarillo area.
423 N Main St, Childress, TX 79201, United States -
ATM (People's Federal Credit Union)
● ClosedATM (People's Federal Credit Union) located at 423 North Main Street in Childress, Texas, is a member-owned and member-focused banking institution. With great rates for refinancing or purchasing, this credit union offers some of the lowest rates in town for auto, motorcycle, boat, and RV loans. Trusted by over 23,000 families, organizations, and businesses in Texas, ATM serves the underserved areas of Canyon, Childress, Hereford, parts of Amarillo, and Deaf Smith County. Offering low rates on home mortgages, home refinancing, auto loans, and more, TPFCU provides in-person support at its four branch locations in the Amarillo area. With no minimum balance or service fees on personal checking accounts, TPFCU also offers a free mobile app for convenient banking services. Whether you're a first-time homebuyer or looking to renovate your home, TPFCU can provide the financing you need. Pre-approvals for auto loans, CD investments, and competitive rates on car insurance are also available. Join over 23,000 members in Texas who trust TPFCU for their banking and financial service needs.
423 N Main St, Childress, TX 79201, United States
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