TOP 10 Investment management advisors in Georgetown, Texas

Steven Lindsay - Thrivent is a finance institution located at 2955 Dawn Drive in Georgetown, Texas, United States. Licensing is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can also choose to engage further with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Ray Bauer - Thrivent is a finance institution located at 2955 Dawn Drive, Georgetown, Texas, United States. They are licensed in multiple states including AR, AZ, CA, FL, NC, NY, OK, and TX. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. Their professionals provide services in accordance with industry regulations and standards, with more information available on their website.

Sarah McEntee - Thrivent is a finance institution located at 2955 Dawn Drive in Georgetown, Texas, United States. With licensing in multiple states including AK, CA, KS, MN, NC, and TX, we offer insurance products and investment advisory services through our team of licensed financial professionals. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. We recommend consulting with your attorney or tax professional for such matters. Our Financial Planning Framework involves a comprehensive review and analysis of your financial situation, with the option to further your planning engagement through our Dedicated Planning Services for a fee.