The 30 Best Investment management in Dumas, Texas

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.

Dumas Capital Partners is a leading finance institution located at 405 South Elm Street in Denton, Texas, United States. We specialize in providing a wide range of financial services including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

Windmill Realty is a leading real estate agency located at 215 North Dumas Avenue in Dumas, Texas, United States. Specializing in residential and commercial properties, our team of experienced real estate agents are dedicated to helping clients find their dream home or perfect business location. With a focus on customer satisfaction and expert knowledge of the local real estate market, Windmill Realty is your go-to agency for all your real estate needs in Dumas and the surrounding areas. Contact us today to start your property search or to list your property for sale.

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.

Happy State Bank is a trusted financial institution located at 800 South Dumas Avenue in Dumas, Texas. As a full-service bank, we offer a wide range of banking services including checking accounts, savings accounts, loans, and investment options. Our convenient ATM services make accessing your funds quick and easy. With a commitment to providing excellent customer service and personalized financial solutions, Happy State Bank is dedicated to helping our customers achieve their financial goals. Visit us today to experience the difference of banking with Happy State Bank.

Dalhart Federal Savings & Loan is a trusted bank and finance institution located at 202 East 7th Street in Dumas, Texas, United States. With a focus on providing personalized financial solutions to our customers, we offer a range of services including savings accounts, loans, mortgages, and more. Our experienced team is dedicated to helping you achieve your financial goals and secure your future. Visit us today to learn more about how we can assist you with your banking needs.

First State Bank is a trusted financial institution located at 500 East 1st Street in Dumas, Texas, United States. As a full-service bank, we offer a wide range of financial services including personal and business accounts, loans, mortgages, and investment options. Our convenient ATM services make managing your finances easy and accessible. With a commitment to providing exceptional customer service and competitive rates, First State Bank is here to help you reach your financial goals. Visit us today to experience the difference of banking with a community-focused institution.

Sickles CPA PC is a trusted accounting and finance institution located in Dumas, Texas, United States. We specialize in making tax returns simple and efficient, with a team of friendly and knowledgeable tax experts ready to assist you. Our advisory services focus on evaluating, implementing, and executing best practice strategies for your business, including business advising and planning, income strategies, tax efficiency analysis, and succession planning. We believe in the value of relationships and treat every client partnership with care and attention. With years of advanced training and technical experience, we provide a variety of services including income tax preparation, IRS and state audit representation, payroll reporting, QuickBooks® setup and training, business startup services, monthly bookkeeping, and financial statements.

Edward Jones - Financial Advisor: Bob Brinkmann Jr, AAMS™ is a reputable financial institution located at 110 East 6th Street in Dumas, Texas, United States. Specializing in finance, this institution provides expert advice and guidance to help individuals and businesses achieve their financial goals. With Bob Brinkmann Jr, a certified Accredited Asset Management Specialist™, at the helm, clients can trust in his expertise and dedication to helping them make informed financial decisions. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones - Financial Advisor: Bob Brinkmann Jr, AAMS™ is committed to providing personalized solutions tailored to your specific needs.

Edward Jones - Financial Advisor: Larry Riseling is a reputable finance institution located at 105 West 7th Street in Dumas, Texas, United States. As a trusted financial advisor, Larry Riseling provides personalized investment and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Larry Riseling is dedicated to providing expert guidance and support to individuals and families in the Dumas area. Whether you are planning for retirement, saving for education, or investing for the future, Larry Riseling and his team are committed to helping you navigate the complexities of the financial world and make informed decisions that align with your unique financial objectives.