Investment portfolio design in El Paso, TX
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Charles Schwab
● OpenCharles Schwab is a finance institution located at 1945 Northwestern Drive in El Paso, Texas, United States. Known for offering competitive yields on money market funds, Schwab provides a full range of tools, resources, and expertise for investors to customize their investment strategies. With award-winning trading platforms, tailored education, and specialized support, Schwab ensures that clients have the best resources for their financial goals. Schwab Intelligent Portfolios® offers automated portfolio management based on individual goals, while comprehensive wealth and investment management solutions provide confidence in pursuing financial objectives. Recognized with accolades such as Forbes Best Customer Service 2024 and Investor's Business Daily: Best Online Brokers 2024, Schwab is a trusted and reputable institution in the financial industry.
1945 Northwestern Dr, El Paso, TX 79912, United States -
Merrill Lynch Financial Advisor Jesús Castellanos
● ClosedMerrill Lynch Financial Advisor Jesús Castellanos is a finance institution located at 4699 North Mesa Street, El Paso, Texas, United States. The Chayes Hart Castellanos Team at this institution works closely with clients to create customized financial strategies that encompass all aspects of their financial lives. The experienced bilingual team is dedicated to providing high-quality service to meet the diverse needs of clients. By engaging in open and ongoing dialogue, the team gains a deep understanding of clients' goals, values, and dreams, as well as their financial situation. The team specializes in assisting successful professionals and business owners in navigating the complexities of their financial lives and creating comprehensive wealth plans that align with their short- and long-term objectives. They aim to be a trusted financial advisor for client families for multiple generations, creating tailored strategies to address the financial goals of different family members.
4699 N Mesa St 1st Floor, El Paso, TX 79912, United States -
Raul Bencomo - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRaul Bencomo is a Financial Advisor at Ameriprise Financial Services, LLC located at 5760 North Mesa Street in El Paso, Texas, United States. Raul Bencomo holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Raul Bencomo is dedicated to providing expert financial advice to individuals and businesses, specializing in asset management, retirement planning, estate planning, and investment strategies. With a strong commitment to ethics and ongoing education, Raul Bencomo is well-equipped to help clients achieve their financial goals.
5760 N Mesa St, El Paso, TX 79912, United States
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