Investment advisory firm in Lewisville, Texas

Steve Namy - Financial Advisor, CU Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 2681 MacArthur Boulevard in Lewisville, Texas, United States. As a finance institution, Steve Namy offers personalized financial advice to help clients prepare for their future goals, whether it be saving for college, planning for retirement, or making smart investments. The institution provides a complimentary initial consultation for those interested in discussing their financial needs and goals. Through Ameriprise Financial Services, LLC, clients can access a range of investment products and services to help them achieve their financial objectives. Steve Namy is registered with FINRA and is able to conduct securities business with residents of specific states. The institution also offers a Retirement InteractiveSM tool to help individuals explore important retirement income issues. Clients can feel confident in their financial future with the guidance and expertise provided by Steve Namy and CU Wealth Management.

LPL Financial is a registered investment advisor located at 140 East Main Street in Lewisville, Texas, United States. The institution offers securities and advisory services through a secure connection, ensuring the safety of all client information. Members of LPL Financial are registered with FINRA and SIPC, providing added peace of mind for investors. The Registered Representatives associated with LPL Financial are authorized to conduct securities business in several states, including Arizona, California, Colorado, Florida, Georgia, Indiana, Louisiana, Michigan, Minnesota, North Carolina, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, and Wisconsin. Clients can also verify the background of their investment professional for added transparency and trust.

Burns & Associates is a reputable accounting and finance institution located at 143 West Main Street in Lewisville, Texas, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Our commitment to providing personalized and efficient solutions sets us apart from other firms. Whether you are a small business owner or an individual looking for financial guidance, Burns & Associates is here to help you achieve your financial goals. Contact us today to schedule a consultation.