The 30 Best Investment fund advice in Dumas, Texas

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Cetera Investment Services is a finance institution located at 500 East 1st Street in Dumas, Texas, United States. They offer a wide range of investment services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Cetera Investment Services provides personalized financial advice and strategies to help clients make informed decisions about their investments. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Cetera Investment Services is dedicated to helping you succeed.

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.

Security Finance is a reputable accounting and finance institution located at 424 East 1st Street in Dumas, Texas, United States. With a strong focus on providing financial services to individuals and businesses in the community, Security Finance offers a wide range of financial solutions and expertise to help clients achieve their financial goals. Whether you are looking for assistance with budgeting, tax preparation, or investment strategies, the experienced professionals at Security Finance are dedicated to providing personalized and reliable financial guidance. Visit us today to learn more about how we can help you secure your financial future.