Investment portfolio advisor in Texas
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Edward Jones - Financial Advisor: Dat D Dao
● ClosedEdward Jones - Financial Advisor: Dat D Dao is a reputable financial institution located at 5718 Westheimer Road in Houston, Texas. As a trusted advisor, Dat D Dao offers personalized financial planning services to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships, Edward Jones provides expert advice on investments, retirement planning, insurance, and wealth management. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Dat D Dao is dedicated to helping you make informed financial decisions. Visit Edward Jones today to start planning for a brighter financial future.
5718 Westheimer Rd # 1425, Houston, TX 77057, United States -
Bluestone Financial: Financial Advisor
● ClosedBluestone Financial is a trusted financial advisor located at 4004 Ridge Trail in Brownsville, Texas. Our experienced team provides expert guidance and personalized financial planning services to help clients achieve their financial goals. As a finance and insurance agency, we offer a wide range of services including investment advice, retirement planning, insurance solutions, and more. Whether you are looking to build wealth, protect your assets, or plan for the future, Bluestone Financial is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
4004 Ridge Trail, Brownsville, TX 78520, United States -
Granite Harbor Advisors
● ClosedGranite Harbor Advisors is a finance and insurance agency located at 10603 West Sam Houston Parkway North, Houston, Texas, United States. Our office has recently moved to a new location at 10603 W. Sam Houston Parkway N. Ste. 450, Houston, TX 77064. We specialize in providing tailored financial planning, wealth management, and life insurance solutions for successful individuals and families. As a full-service financial advisory firm, we focus on organizing and optimizing our clients' entire financial picture so they can spend more time doing what they enjoy. Our principled approach to financial planning combines expert advice, dedicated service, and a well-defined investment philosophy to deliver results for our clients.
10603 W Sam Houston Pkwy N Ste. 450, Houston, TX 77064, United States -
Oehrlein Insurance & Investments
● ClosedOehrlein Insurance & Investments is an insurance agency located at 1202 Lakeway Drive in Lakeway, Texas, United States. With over 20 years of experience in the Life and Health Insurance market, we specialize in helping clients prepare for the unknown by providing them with the right insurance plans for their unique situations. As an independent financial professional, we offer a broad spectrum of insurance and investment options to help clients achieve their financial goals using sound investment strategies. Our founder, Randy Oehrlein, has a background in education and started working in the insurance business in 2000. He holds Series 65 Registration as an Investment Adviser Representative and Series 6 Registration as a Registered Representative License. With a focus on understanding each client's needs, Randy provides professional financial advice and education to help them make informed decisions about their financial future.
1202 Lakeway Dr # 6, Lakeway, TX 78734, United States -
The Parodi Group | Real Estate Investments | Powered by Realty Associates
● ClosedThe Parodi Group is a renowned real estate investment firm powered by Realty Associates, located in Cypress, Texas, United States. Specializing in general contracting and real estate agency services, The Parodi Group offers expert guidance and support for clients looking to buy, sell, or invest in properties in the vibrant Texas real estate market. With a strong track record of successful transactions and a commitment to excellence, The Parodi Group is the go-to destination for all your real estate needs in Cypress and beyond.
17302 House & Hahl Rd, #335, Cypress, TX 77433, United States -
Siebert & Briggs Wealth Management Advisors, LLC
● OpenSiebert & Briggs Wealth Management Advisors, LLC is a finance institution located at 3510 Avenue I, Rosenberg, Texas, United States. Your financial security is their top priority, and they strive for uncompromising integrity in all their dealings. With Cody Siebert leading the team since 1984, they offer important financial and retirement income planning services, along with experienced tax planning and estate planning professionals. They take the time to truly understand your unique situation, goals, and concerns, and work with you to develop a personalized financial plan. Their consultative approach ensures that you are involved in the decision-making process and understand all potential solutions and trade-offs.
3510 Avenue I, Rosenberg, TX 77471, United States -
Lsnb Investment Services
● OpenLSNB Investment Services, located at 520 East Nolana Avenue in McAllen, Texas, is a finance institution dedicated to helping clients achieve their financial goals through strategic investment planning. Our team of professionals will work with you to create a personalized investment plan that aligns with your objectives and financial situation. Whether you are new to investing or looking to diversify your portfolio, our experienced investment managers can guide you through the complexities of the market. We offer a range of investment options, including mutual funds, exchange-traded funds, fixed annuities, and variable annuities, to help you build a secure financial future.
520 E Nolana Ave # 120, McAllen, TX 78504, United States -
TruView Business Advisors
● ClosedTruView Business Advisors is a leading finance and real estate agency located at 1801 Main Street in Houston, Texas, United States. Our team of expert advisors offers comprehensive financial and real estate services to help clients make informed decisions and achieve their goals. Whether you are looking to invest in real estate, secure a loan, or improve your financial portfolio, TruView Business Advisors is here to provide guidance and support every step of the way. With a commitment to excellence and a focus on personalized service, we strive to deliver exceptional results for our clients. Contact us today to learn more about how TruView Business Advisors can help you succeed in the world of finance and real estate.
1801 Main St suite 1300, Houston, TX 77002, United States -
Toro Bravo Investment Advisors, LLC
● ClosedToro Bravo Investment Advisors, LLC is a leading finance institution located at 3418 Olsen Boulevard in Amarillo, Texas, United States. Our team of experienced advisors provides personalized investment solutions to help clients achieve their financial goals. With a focus on transparency and integrity, we offer a wide range of services including portfolio management, financial planning, and retirement planning. Contact us today to learn more about how we can help you secure your financial future.
3418 Olsen Blvd Ste A, Amarillo, TX 79109, United States -
Shafer Investment Management
● ClosedShafer Investment Management is a renowned finance institution located at 600 South Tyler Street in Amarillo, Texas, United States. With a strong track record of providing expert financial services to clients, Shafer Investment Management is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or optimize your investment portfolio, our team of experienced professionals is here to provide personalized guidance and support. Trust Shafer Investment Management to deliver top-notch financial solutions tailored to your unique needs and objectives.
600 S Tyler St Suite 1907, Amarillo, TX 79101, United States -
Merrill Lynch Financial Advisor Larry C Bradley
● ClosedMerrill Lynch Financial Advisor Larry C Bradley, located at 2510 Marsha Sharp Freeway West in Lubbock, Texas, is a trusted institution offering personalized wealth management services. With over three decades of experience, Larry C. Bradley is a Senior Vice President and Wealth Management Advisor who can help clients pursue their financial objectives through personalized investment strategies. He is a qualified Portfolio Manager and holds the Certified Investment Management Analyst® designation. Larry Bradley is deeply involved in the Lubbock community and charitable organizations, reflecting Merrill Lynch's commitment to serving the communities it operates in. He believes in building long-lasting relationships with clients by understanding their goals, priorities, and life changes over time. By utilizing Merrill's innovative tools and resources, including the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Larry can tailor financial approaches to meet each client's unique needs.
2510 Marsha Sharp Fwy W, Lubbock, TX 79415, United States -
Lauterbach Financial Advisors
● ClosedLauterbach Financial Advisors is a finance institution located at 4130 Rio Bravo Street in El Paso, Texas, United States. As an independent, fee-only fiduciary firm, we prioritize listening to our clients' needs and dreams to create comprehensive financial plans and investment strategies. Our goal is to meet immediate financial needs and help clients reach their future ambitions. We offer elevated perspectives on overall fiscal wellness, including tax implications, retirement plans, portfolio management, and cash liquidity. Partner with us to secure your financial future.
4130 Rio Bravo St, El Paso, TX 79902, United States -
Cresta Advisors
● ClosedCresta Advisors is a leading financial institution located at 2019 East Del Mar Boulevard in Laredo, Texas. Our team of expert advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investment planning, retirement savings, tax strategies, or estate planning, Cresta Advisors is here to provide personalized solutions tailored to your unique needs. Trust us to help you navigate the complex world of finance with confidence and expertise.
2019 E Del Mar Blvd #100, Laredo, TX 78041, United States -
Brand Portfolio Services
● ClosedBrand Portfolio Services is a leading finance institution located at 211 South 10th Street in McAllen, Texas, United States. Our team of expert financial advisors specialize in managing brand portfolios for businesses of all sizes. Whether you are looking to diversify your brand investments or streamline your brand assets, we provide tailored solutions to help you achieve your financial goals. With a commitment to excellence and a track record of success, Brand Portfolio Services is the trusted partner you need to maximize the value of your brand assets. Contact us today to learn more about our services and how we can help you grow your brand portfolio.
211 S 10th St, McAllen, TX 78501, United States -
Capital Advisors Real Estate Group
● ClosedCapital Advisors Real Estate Group is a leading real estate agency located at 1300 North 10th Street in McAllen, Texas. With a team of experienced advisors, we provide expert guidance and personalized services to help our clients with all their real estate needs. Whether you are buying, selling, or investing in properties, our dedicated team is here to assist you every step of the way. Trust Capital Advisors Real Estate Group to help you navigate the complex world of real estate with confidence and success.
1300 N 10th St Suite 400A, McAllen, TX 78501, United States -
Beacon Pointe Advisors
● ClosedBeacon Pointe Advisors is a finance institution located at 1408 Montgomery Street in Fort Worth, Texas, United States. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of experienced investment advisors and financial planners offer full-service financial planning and research-driven investments to institutions, defined contribution plans, individuals, and families. With a fiduciary responsibility to their clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, and more. They provide support for life transitions, financial planning for business owners, and multi-generational family wealth and legacy planning.
1408 Montgomery St, Fort Worth, TX 76107, United States -
Jeff Pickett - RBC Wealth Management Financial Advisor
● ClosedJeff Pickett - RBC Wealth Management Financial Advisor is a leading financial institution located at 3230 Camp Bowie Boulevard in Fort Worth, Texas, United States. As a trusted advisor, Jeff Pickett offers personalized financial solutions to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, Jeff Pickett provides expert guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jeff Pickett - RBC Wealth Management Financial Advisor is dedicated to helping you secure a brighter financial future.
3230 Camp Bowie Blvd Suite 750, Fort Worth, TX 76107, United States -
Clifton Capital Advisors, LLC
● ClosedClifton Capital Advisors, LLC is a finance institution located at 2525 Ridgmar Boulevard in Fort Worth, Texas, United States. With a focus on providing expert financial advice and investment management services, Clifton Capital Advisors, LLC is dedicated to helping clients achieve their financial goals. Our team of experienced professionals offers personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Clifton Capital Advisors, LLC is committed to providing top-notch service and strategic guidance.
2525 Ridgmar Blvd #400, Fort Worth, TX 76116, United States -
Regency Wealth Advisors
● ClosedRegency Wealth Advisors is a premier financial institution located at 5049 Edwards Ranch Road in Fort Worth, Texas. As a leading finance firm, we specialize in providing tailored wealth management solutions for our clients. Our team of experienced advisors offers personalized financial planning services to help individuals and families achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Regency Wealth Advisors is here to guide you every step of the way. Trust us to help you navigate the complex world of finance and secure your financial future.
5049 Edwards Ranch Rd floor 4, Fort Worth, TX 76109, United States -
Edward Jones - Financial Advisor: Michael R Chavez
● OpenEdward Jones - Financial Advisor: Michael R Chavez is a reputable finance institution located at 200 Bailey Avenue in Fort Worth, Texas. As a trusted financial advisor, Michael R Chavez offers personalized and comprehensive financial planning services to help individuals and families achieve their financial goals. With a focus on long-term investment strategies and wealth management, clients can count on expert advice and guidance to secure their financial future. Whether you are planning for retirement, saving for education, or building your investment portfolio, Edward Jones - Financial Advisor: Michael R Chavez is dedicated to providing top-notch financial services tailored to your specific needs.
200 Bailey Ave # 303, Fort Worth, TX 76107, United States -
Schulz Investment Consulting - UBS Financial Services Inc.
● OpenSchulz Investment Consulting - UBS Financial Services Inc. is a leading finance institution located at 301 Commerce Street in Fort Worth, Texas, United States. Specializing in investment consulting, they provide expert financial advice and services to help clients achieve their financial goals. With a team of experienced professionals, Schulz Investment Consulting - UBS Financial Services Inc. offers personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, they are dedicated to helping you make informed decisions and secure your financial future.
301 Commerce St # 2800, Fort Worth, TX 76102, United States -
Merit Financial Advisors, LLC
● ClosedMerit Financial Advisors, LLC is a finance institution located at 2625 East Southlake Boulevard in Southlake, Texas, United States. Our team of experienced advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. We offer a range of services including retirement planning, wealth management, and investment advice. At Merit Financial Advisors, LLC, we prioritize building long-term relationships with our clients based on trust, integrity, and transparency. Contact us today to schedule a consultation and take the first step towards securing your financial future.
2625 E Southlake Blvd #100, Southlake, TX 76092, United States -
Edward Jones - Financial Advisor: Frank S Aswad, CEPA®|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Frank S Aswad, CEPA®|AAMS™|CRPC™ is a renowned finance institution located at 714 Centerpark Drive in Colleyville, Texas, United States. With a focus on providing expert financial advice and personalized investment strategies, Frank S Aswad, a Certified Exit Planning Advisor (CEPA®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), offers comprehensive financial planning services to help clients achieve their financial goals. Whether you are looking to plan for retirement, grow your wealth, or secure your financial future, Frank S Aswad and his team at Edward Jones are dedicated to providing top-notch financial solutions tailored to your individual needs.
714 Centerpark Dr Suite 120, Colleyville, TX 76034, United States -
Trinity Portfolio Advisors, LLC
● ClosedTrinity Portfolio Advisors, LLC is a finance institution located at 121 Countryside Court in Southlake, Texas, United States. Specializing in portfolio management and financial advisory services, Trinity Portfolio Advisors offers personalized investment strategies tailored to meet the unique needs and goals of each client. With a team of experienced professionals, the institution prides itself on providing comprehensive and transparent financial solutions to help clients achieve their long-term financial objectives.
121 Countryside Ct, Southlake, TX 76092, United States -
9M Investments, LLC - Financial Planner
● Closed9M Investments, LLC is a financial planning institution located in Grapevine, Texas. Our team of experienced financial planners is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or save for a major purchase, we are here to provide personalized guidance and support. Visit us at 2146 Westwood Terrace to learn more about how we can help you secure your financial future.
2146 Westwood Terrace, Grapevine, TX 76051, United States -
Slaton Capital Advisors
● ClosedSlaton Capital Advisors is a finance institution located at 124 McMakin Road, Bartonville, Texas, United States. We specialize in providing financial planning and investment advisory services to individuals and businesses. Our team is dedicated to helping our clients navigate the complexities of their financial lives and achieve their goals. Whether you are a working professional, business owner, or nearing retirement, we are here to support you every step of the way. Our experienced advisors, Jim and Sarah, understand the unique challenges and opportunities that come with managing finances in today's fast-paced world. Contact us today to learn how we can help bring calm to your financial future.
124 McMakin Rd Building 2, Suite 205, Bartonville, TX 76226, United States -
Piccolo Investments
● ClosedPiccolo Investments is a leading finance institution located at 700 Londonderry Lane in Denton, Texas, United States. Specializing in providing personalized investment solutions for individuals and businesses, Piccolo Investments offers a wide range of financial services including wealth management, retirement planning, and portfolio management. With a team of experienced financial advisors, Piccolo Investments is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you grow and protect your wealth.
700 Londonderry Ln Ste 400, Denton, TX 76205, United States -
Edward Jones - Financial Advisor: Kit Barlow, CRPC™
● ClosedEdward Jones - Financial Advisor: Kit Barlow, CRPC™ is a finance institution located at 2648 Farm to Market Road 407 in Bartonville, Texas. As a Certified Retirement Planning Counselor (CRPC™), Kit Barlow is dedicated to providing personalized financial advice and guidance to help clients achieve their long-term financial goals. With a focus on retirement planning, investment strategies, and wealth management, Kit Barlow and the team at Edward Jones are committed to helping clients secure their financial future. Visit their office in Bartonville or contact them to schedule a consultation.
2648 FM 407 Ste 135, Bartonville, TX 76226, United States -
Merrill Lynch Financial Advisor Brooks A Bowman
● ClosedMerrill 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.
4281 Esplanade Pl Suite 300, Flower Mound, TX 75028, United States -
Barlow Capital Advisors LLC
● ClosedBarlow 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.
1501 Cross Timbers Rd # 100, Flower Mound, TX 75028, United States
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