Investment advisor services in Texas
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Stringer Wealth Management : LPL Financial
● ClosedStringer Wealth Management is a leading finance institution located at 1620 North Kings Highway in Nash, Texas, United States. As an affiliate of LPL Financial, they offer a wide range of wealth management services to help individuals and families achieve their financial goals. With a team of experienced financial advisors, Stringer Wealth Management provides personalized and comprehensive financial planning, investment management, retirement planning, and more. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in financial success.
1620 N Kings Hwy, Nash, TX 75569, United States -
United Capital Financial Advisers LLC
● OpenUnited Capital Financial Advisers LLC is a renowned finance institution located at 5902 Summerfield Drive in Texarkana, Texas, United States. With a team of experienced financial advisers, they provide personalized financial planning and investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, United Capital Financial Advisers LLC offers comprehensive solutions tailored to your individual needs. Trustworthy and reliable, they are committed to helping you secure a stable financial future.
5902 Summerfield Dr B, Texarkana, TX 75503, United States -
Floyd Capital Management
● ClosedFloyd Capital Management is a reputable finance institution located at 6004 Summerfield Drive in Texarkana, Texas, United States. With a strong track record of success in managing investments and providing financial advice, Floyd Capital Management is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers personalized services tailored to each client's unique needs, ensuring that their investments are well-managed and positioned for long-term growth. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Floyd Capital Management is committed to delivering exceptional results and superior service.
6004 Summerfield Dr ste a, Texarkana, TX 75503, United States -
Stifel
● OpenStifel is a leading financial institution located at 2010 Moores Lane in Texarkana, Texas, United States. Specializing in finance, Stifel offers a wide range of services including investment banking, wealth management, and advisory services. With a commitment to providing personalized solutions to meet the unique needs of each client, Stifel is dedicated to helping individuals and businesses achieve their financial goals. Visit Stifel at their Texarkana location to learn more about the services they offer and how they can help you secure your financial future.
2010 Moores Ln #120, Texarkana, TX 75503, United States -
Brett McClaran- Raymond James
● OpenBrett McClaran- Raymond James is a finance institution located at 3415 Texas Boulevard in Texarkana, Texas, United States. With a focus on providing expert financial advice and services, this institution is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Brett McClaran- Raymond James offers personalized solutions tailored to meet your specific needs. Trust in their experienced team of professionals to guide you towards a secure financial future.
3415 Texas Blvd, Texarkana, TX 75503, United States -
Cadence Bank
● ClosedCadence Bank, located at 3000 New Boston Road in Texarkana, Texas, is a full-service financial institution offering a range of banking and finance services. Our team of experts is dedicated to guiding you through the ever-changing forces of the business world, providing tailored treasury management solutions to meet your specific needs. Whether you're looking for information on managing your finances or seeking a commercial loan, Cadence Bank is here to help you achieve greater financial success. With convenient online and mobile banking options, we make it easy for you to access your accounts wherever life takes you. As a financial services partner with a genuine difference, we are committed to helping individuals, businesses, and communities prosper. Please note that by leaving our website, you may be subject to different privacy and security policies. Choose Cadence Bank for a trusted financial partner you can rely on.
3000 New Boston Rd, Texarkana, TX 75501, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a trusted finance and insurance agency located at 710 Lamar Street in Wichita Falls, Texas, United States. With a commitment to helping individuals and families achieve financial security and peace of mind, Northwestern Mutual offers a wide range of insurance and investment products tailored to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or wealth management services, our team of experienced professionals is dedicated to providing personalized solutions to help you reach your financial goals. Contact us today to learn more about how Northwestern Mutual can help you secure your financial future.
710 Lamar St #101, Wichita Falls, TX 76301, United States -
Bayer Financial, LLC
● ClosedBayer Financial, LLC is a reputable finance and insurance agency located at 135 South Hickory Street in Muenster, Texas, United States. Our dedicated team of professionals is committed to providing personalized financial solutions and insurance services tailored to meet the unique needs of our clients. With a focus on integrity and customer satisfaction, Bayer Financial, LLC strives to help individuals and businesses achieve their financial goals and protect their assets. Contact us today to learn more about our comprehensive range of financial and insurance products.
135 S Hickory St, Muenster, TX 76252, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a well-established finance and insurance agency located at 111A North Travis Street in Sherman, Texas, United States. With a strong reputation for providing reliable financial planning and insurance services, Northwestern Mutual is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, the experienced professionals at Northwestern Mutual are committed to providing personalized solutions to meet your needs. Visit their office today to learn more about how they can help secure your financial future.
111A N Travis St Ste 1, Sherman, TX 75090, United States -
Crossvine A Financial Planning Firm
● ClosedCrossvine A Financial Planning Firm is a premier finance and insurance agency located at 2405 Kell East Boulevard in Wichita Falls, Texas. Our team of experienced professionals is dedicated to providing personalized financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, protect your assets, or plan for retirement, our knowledgeable staff is here to help. Visit us today to see how Crossvine A Financial Planning Firm can help you secure your financial future.
2405 Kell E Blvd Ste 200, Wichita Falls, TX 76308, United States -
Sandra Phillips - State Farm Insurance Agent
● ClosedSandra Phillips - State Farm Insurance Agent is a reputable insurance agency located at 2521 West Morton Street in Denison, Texas. With over 30 years of experience as a State Farm Agent, Sandra Phillips is dedicated to helping clients achieve their financial goals and budgeting needs. She is a proud member of the Ambassadors for Life Qualifier, Life Honor Club Qualifier, and North Texas Regional Vice President's Club Qualifier. Additionally, Sandra is actively involved in the Denison Chamber of Commerce, Denison Kiwanis Club, and Denison Service League. At Sandra Phillips - State Farm Insurance Agent, clients can receive valuable tips on budgeting and financial planning to better manage their business and personal finances. The institution also offers advice on celebrating pets' Gotcha Day and DIY auto maintenance tips to save on repair costs. Clients can rest assured that their sensitive information is protected, and they can contact the agency at (903) 463-3740 for assistance.
2521 W Morton St, Denison, TX 75020, United States -
H&R Block
● ClosedH&R Block is a reputable accounting and finance institution located at 201 North Mason Street in Bowie, Texas, United States. With a team of knowledgeable professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert guidance and assistance to help you achieve your financial goals. Visit us today to experience the expertise and personalized service that sets H&R Block apart from other financial institutions.
201 N Mason St, Bowie, TX 76230, United States -
Security Finance
● ClosedSecurity Finance is a reputable accounting and finance institution located at 722 West Main Street in Denison, Texas, United States. Our team of experienced professionals offers a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and investment advice. With a commitment to providing personalized and reliable financial solutions, Security Finance is dedicated to helping our clients achieve their financial goals. Visit us today to learn more about how we can assist you with your financial needs.
722 W Main St, Denison, TX 75020, United States -
Dell Stine
● ClosedDell Stine is a reputable finance institution located at 4245 Kemp Boulevard in Wichita Falls, Texas, United States. With a strong presence in the financial industry, Dell Stine offers a wide range of financial services to individuals and businesses. Their team of experienced professionals is dedicated to providing expert financial advice and solutions tailored to meet the unique needs of their clients. Whether you are looking for investment opportunities, retirement planning, or assistance with managing your wealth, Dell Stine is committed to helping you achieve your financial goals. Visit their office today to learn more about the services they offer and how they can help you secure a stable financial future.
4245 Kemp Blvd Suite 1000, Wichita Falls, TX 76308, United States -
Bullinger Wealth Management
● ClosedBullinger Wealth Management is a leading finance institution located at 1 Eureka Circle in Wichita Falls, Texas, United States. With a team of experienced financial advisors, we specialize in providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, our experts are here to help you every step of the way. Trust Bullinger Wealth Management to provide you with the guidance and support you need to secure your financial future.
1 Eureka Cir Suite 105, Wichita Falls, TX 76308, United States -
Cornerstone Wealth Management Group
● ClosedCornerstone Wealth Management Group is a finance institution located at 3508 McNiel Avenue in Wichita Falls, Texas, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers expert advice and guidance on investment strategies, retirement planning, estate planning, and more. At Cornerstone Wealth Management Group, we are dedicated to building strong relationships with our clients and helping them secure their financial future.
3508 McNiel Ave, Wichita Falls, TX 76308, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a finance institution located at 4245 Kemp Boulevard in Wichita Falls, Texas, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in all market conditions. We offer personalized financial strategies based on years of combined knowledge and expertise in wealth management. Our services go beyond wealth planning advice and include retirement income planning, guidance on investments, and access to estate planning services through Bank of America. Our advisors are dedicated to client satisfaction and work closely with clients to understand their goals and create financial strategies to meet their long-term objectives. We are also committed to giving back to our communities through volunteerism and charitable outreach. With access to industry insights and resources, our advisors help clients pursue their financial and life goals, preparing them for future challenges. Whether you are just starting your career or looking for professional training and support as an experienced advisor, Merrill Lynch Wealth Management offers the tools and resources to help you succeed. Contact us today to start creating a personalized financial approach that reflects your priorities and helps you achieve your goals.
4245 Kemp Blvd Suite 1000, Wichita Falls, TX 76308, United States -
LPL Financial
● OpenLPL Financial is a leading finance institution located at 707 South Sam Rayburn Freeway in Sherman, Texas, United States. With a strong focus on providing personalized financial services and guidance, LPL Financial offers a wide range of investment products and services to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, LPL Financial has the expertise and resources to help you make informed decisions. Visit their office today to learn more about their comprehensive financial solutions.
707 S Sam Rayburn Fwy, Sherman, TX 75090, United States -
Edward Jones
● OpenEdward Jones is a renowned finance institution located at 526 Farm to Market 120 in Pottsboro, Texas, United States. With a strong reputation for providing personalized financial services to individuals and families, Edward Jones offers a wide range of investment options and financial planning solutions to help clients achieve their long-term goals. Their team of experienced financial advisors is dedicated to helping clients navigate the complexities of the financial world and make informed decisions about their money. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Edward Jones is committed to providing top-notch financial advice and guidance every step of the way.
526 FM 120 suite 1, Pottsboro, TX 75076, United States -
JOHN OWEN
● OpenJohn Owen is a reputable finance institution located on Highport Road in Pottsboro, Texas, United States. With a strong focus on providing top-notch financial services to its clients, John Owen is known for its expertise in investment management, financial planning, and wealth preservation. The institution prides itself on its commitment to helping individuals and businesses achieve their financial goals through personalized and tailored solutions. With a team of experienced professionals, John Owen is dedicated to providing exceptional service and guidance to its clients, making it a trusted partner in the world of finance.
Trading Post, 13374 N. Hwy 120 Suite # 3, Highport Rd, Pottsboro, TX 75076, United States -
Stogsdill Capital
● ClosedStogsdill Capital is a leading finance institution located at 1800 Teague Drive in Sherman, Texas, United States. Specializing in investment management and financial planning, Stogsdill Capital offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Stogsdill Capital is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
1800 Teague Dr suite 515, Sherman, TX 75090, United States -
Benjamin F. Edwards
● ClosedBenjamin F. Edwards is a finance institution located at 1303 North Travis Street in Sherman, Texas, United States. The institution offers a range of financial services and is home to a team of experienced professionals, including Bruce Melton, Hunter Graham, Katiebeth Worrell, Paula Judkins, Tamra Booth, and Nicholas Grayson. The institution is a dually-registered broker-dealer and investment adviser, providing personalized financial advice and guidance to clients looking to reach their unique financial goals. The team at Benjamin F. Edwards is committed to putting clients first, with a focus on trust, integrity, and mutual respect. Whether you are planning for retirement, managing your investments, or transitioning your wealth to the next generation, the team at Benjamin F. Edwards is dedicated to helping you achieve success. With a client-centered approach and a commitment to personalized service, Benjamin F. Edwards is here to support you on your financial journey.
1303 N Travis St, Sherman, TX 75092, United States -
Hilltop Securities Inc.
● ClosedHilltop Securities Inc. is a leading finance institution located at 2901 Overland Trail in Sherman, Texas, United States. With a strong reputation for excellence in the financial industry, Hilltop Securities Inc. offers a wide range of services including investment banking, wealth management, and municipal advisory services. Their team of experienced professionals is dedicated to providing top-notch financial solutions to their clients. Whether you are an individual investor or a government entity, Hilltop Securities Inc. is committed to helping you achieve your financial goals.
2901 Overland Trail Suite 200, Sherman, TX 75092, 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 -
Herbert R. Smith & Company
● ClosedHerbert R. Smith & Company is a reputable finance institution located at 901 Indiana Avenue in Wichita Falls, Texas. With a strong commitment to providing top-notch financial services, Herbert R. Smith & Company offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your wealth, the experienced team at Herbert R. Smith & Company is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can help you secure your financial future.
901 Indiana Ave, Wichita Falls, TX 76301, United States -
Thrivent Financial
● ClosedThrivent Financial is a finance institution located at 2629 Plaza Parkway in Wichita Falls, Texas, United States. With a focus on helping individuals achieve financial security and live generously, Thrivent Financial offers a range of financial planning services, investment options, and insurance products. Their team of experienced professionals is dedicated to helping clients make informed decisions about their financial future and reach their goals. Whether you're planning for retirement, saving for education, or protecting your assets, Thrivent Financial is committed to providing personalized solutions to help you thrive financially.
2629 Plaza Pkwy Suite B-16, Wichita Falls, TX 76308, United States -
Stifel
● OpenStifel is a leading finance institution located at 2525 Kell East Boulevard in Wichita Falls, Texas. As a trusted financial services firm, Stifel offers a wide range of investment, banking, and advisory services to individuals, businesses, and institutions. With a commitment to providing personalized solutions and expert guidance, Stifel helps clients achieve their financial goals and navigate the complexities of the financial markets. Whether you're looking to grow your wealth, plan for retirement, or secure financing for your business, Stifel's team of experienced professionals is dedicated to helping you succeed.
2525 Kell E Blvd #310, Wichita Falls, TX 76308, United States -
Sentry Management Inc
● OpenSentry Management Inc, located at 5 Eureka Circle in Wichita Falls, Texas, is a finance institution with a strong reputation. With over 95 years of combined experience in managing fixed income portfolios, the firm's investment philosophy is both conservative and dynamic. As a Registered Investment Adviser with the SEC and an Independent Registered Municipal Advisor with the MSRB/SEC, Sentry Management Inc manages over $5.5 billion in assets across seven states. The firm caters to a diverse client base including financial institutions, trust departments, pension plans, individuals, foundations, municipalities, and corporations. Specializing in fixed income securities, the firm's money managers conduct thorough credit analysis and utilize fundamental and technical analysis to make informed investment decisions. By closely monitoring market and economic developments, Sentry Management Inc aims to maximize risk-adjusted returns while minimizing transaction expenses.
5 Eureka Cir # E, Wichita Falls, TX 76308, United States -
Simpson Todd
● OpenSimpson Todd is a reputable finance institution located at 805 North Travis Street in Sherman, Texas, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, help with financial planning, or assistance with loans, Simpson Todd is here to help. Visit us today to see how we can assist you in achieving your financial goals.
805 N Travis St #300, Sherman, TX 75090, United States
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