TOP 30 Investment management firm in Flower Mound, Texas

6 results found

Lake Point Advisory Group Flower Mound Office is a finance institution located at 1011 Surrey Lane in Flower Mound, Texas, United States. They offer a range of services including Financial Planning, Investment Management, Tax Planning, Estate Planning, Insurance Solutions, Trustee Services, Ascend Group, Business Retirement Plans, and Foundation & Endowment management. Please note that all investing involves risk and there is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. Estate planning and legal advice are provided through select third parties. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission. The institution is not affiliated with Mercer LLC, Mercer Investments, or Marsh & McLennan Companies. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, while CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Merrill Lynch Wealth Management is a finance institution located at 4281 Esplanade Place in Flower Mound, Texas, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions in both rising and turbulent markets to address wealth planning challenges and opportunities. We offer personalized financial strategies based on years of combined wealth management knowledge and experience, going beyond traditional wealth planning to provide guidance on retirement income planning, concentrated stock positions, and access to estate planning services through Bank of America. Our advisors are dedicated to client service and satisfaction, helping clients identify their personal and professional goals and creating financial strategies to meet their long-term objectives. We are committed to giving back to the communities we serve through volunteerism and charitable outreach. As a Merrill client, you have access to industry-skilled advisors supported by the resources of a leading global financial services firm.

Merrill Lynch Financial Advisor Brooks A Bowman is a finance institution located at 4281 Esplanade Place, Flower Mound, Texas, United States. Brooks Bowman is known for his old-fashioned work ethic, high energy, and dedication to details, which he blends to enhance distinct aspects of clients' financial lives. His goal is to help clients build sustainable, multi-generational wealth by listening to their concerns, identifying their goals, and offering sincere attention and guidance that each client deserves. Brooks has a loyal circle of client families who are saving for retirement but do not have the time or inclination to manage their investments. He focuses on clients' financial goals to bring purpose and clarity to their investments, ignoring daily market noise and avoiding emotional investing pitfalls. Brooks holds the Chartered Retirement Planning Counselor and Certified Plan Fiduciary Advisor designations and is a Portfolio Manager who can manage clients' investments on a discretionary basis. He works with clients to identify their primary goals and needs, such as asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services, crafting financial strategies to help clients pursue desired outcomes and preserve wealth for current and future generations. Brooks has a BBA in Entrepreneurship and Venture Management from the University of Oklahoma and resides in Argyle, TX with his wife and children. At Merrill Lynch Wealth Management, Brooks and his team provide personalized financial planning centered on clients' goals and priorities, helping them manage, grow, and preserve their wealth while addressing their evolving needs over time. They offer the Merrill Personal Wealth Analysis™ to build a customized financial plan, supported by the global resources of Merrill and a team dedicated to building strong client relationships based on trust and personalized service. Brooks believes in creating comprehensive strategies to turn clients' goals into reality, helping them pursue their aspirations while managing strategic investment risk. By understanding clients' personal financial goals and priorities, Brooks designs a customized financial strategy to help clients address fluctuations in the market and changes in their lives, working together to achieve their goals. Merrill Lynch Wealth Management Advisors prioritize clients' financial needs and goals, offering personalized investment strategies and comprehensive financial solutions tailored to their unique situations. Brooks and his team are committed to helping clients stay on track to achieve what matters most to them, providing the latest investment insights, tips, and strategies to help clients live their best financial lives.

Merrill Lynch Financial Advisor Justin Lemish is a finance institution located at 4281 Esplanade Place in Flower Mound, Texas, United States. Justin has been a Financial Professional since 2013, specializing in providing a comprehensive approach to wealth management. He listens to clients' goals and objectives to develop a financial strategy tailored to help them reach those goals. With the investment insights of Merrill Lynch Wealth Management and the banking resources of Bank of America, Justin can address every aspect of a client's financial situation. Justin is passionate about helping clients achieve financial security so they can spend time with family, friends, and doing what they love. He also focuses on assisting small and medium businesses in providing employee benefits. Justin holds the Certified Plan Fiduciary Advisor, CPFA designation, and has the insight and experience to help business owners provide retirement strategies for employees by offering access to the firm's fiduciary advisory services.

Barlow Capital Advisors LLC is a finance institution located at 1501 Cross Timbers Road in Flower Mound, Texas, United States. Our team is dedicated to helping you reach your financial objectives by offering customized strategies and objective advice tailored to your needs. Our comprehensive planning approach includes a thorough review of all aspects of your financial life to create a personalized plan that addresses every detail. We believe in serving as the ultimate steward for your wealth, simplifying life's complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you'll ever need. Whether you're looking to grow your money, generate income in retirement, or preserve wealth for future generations, we are here to help you succeed. Our team is experienced in managing market risk, identifying investment opportunities, allocating assets, and building and balancing portfolios. We understand the effort that goes into creating a successful business and are here to help you with a successful transition, whether it involves selling or passing on your business. Our consultative approach is personal and distinctive, focusing on you and your financial goals. Contact us today to learn more about how we can help you achieve financial independence and success.

LPL Financial is a financial services firm located at 4880 Long Prairie Road in Flower Mound, Texas. They provide a range of investment and wealth management services to individuals, families, and businesses. With a focus on personalized service and tailored financial solutions, LPL Financial helps clients achieve their financial goals and secure their financial future. Their team of experienced advisors and professionals are dedicated to providing expert guidance and support to help clients navigate the complexities of the financial world.