Investment strategies for military in Texas
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Transamerica Insurance & Invst
● OpenTransamerica Insurance & Investment is an established insurance agency located at 2201 Northwest Military Highway in San Antonio, Texas. With a focus on providing comprehensive insurance solutions and investment opportunities, our team of experienced professionals is dedicated to helping individuals and businesses protect their assets and secure their financial future. Whether you are looking for auto, home, life, or business insurance, or seeking expert advice on investment strategies, Transamerica Insurance & Investment is committed to delivering personalized service and tailored solutions to meet your unique needs. Contact us today to learn more about how we can assist you in achieving your financial goals.
2201 NW Military Hwy # 2, San Antonio, TX 78213, United States -
Kelm Financial Services Inc
● OpenKelm Financial Services Inc. is a Certified, Independent Fiduciary located at 2139 Northwest Military Highway in San Antonio, Texas. Since 1987, Chris and his team have been helping clients improve their financial outcomes by minimizing taxes, maximizing assets, and reducing expenses, taxation, and risk. Specializing in tax bracket planning and other financial strategies, Kelm Financial Services is dedicated to helping clients protect and grow their hard-earned assets. With a focus on integrity and transparency, clients can trust that Kelm Financial Services will always have their best interests in mind.
2139 NW Military Hwy, San Antonio, TX 78213, United States -
Seasons Wealth, LLC
● ClosedSeasons Wealth, LLC is a finance institution located at 11503 Northwest Military Highway in San Antonio, Texas. Our team of experienced financial advisors is dedicated to helping clients achieve their wealth management goals through personalized strategies and expert guidance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to provide the support and expertise you need. Visit us today to learn more about how Seasons Wealth, LLC can help you secure your financial future.
11503 NW Military Hwy # 301, San Antonio, TX 78231, United States -
H&R Block
● ClosedH&R Block is a leading accounting and finance institution located at 411 Southwest Military Drive in San Antonio, Texas, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for assistance with your personal finances or a business in need of accounting services, H&R Block is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you manage your money effectively.
411 SW Military Dr Ste 1, San Antonio, TX 78221, United States -
Navy Federal Credit Union
● ClosedNavy Federal Credit Union, located at 6450 North Desert Boulevard in El Paso, Texas, is a financial institution that offers a range of services including banking, ATM access, and investment opportunities. With Digital Investor’s automated tools, you can start investing in just 10 minutes, or work with a financial advisor to create a personalized strategy. The institution also provides guidance on choosing a business credit card, assistance programs for entrepreneurs, and exclusive discounts for military members. Navy Federal Credit Union has been serving its over 13 million members since 1933, with a focus on providing the best financial services to the military and their families. Contact their 24/7 Member Services at 1-888-842-6328 for assistance.
6450 N Desert Blvd Suite 101, El Paso, TX 79912, United States -
Navy Federal Credit Union
● ClosedNavy Federal Credit Union, located at 4717 Hondo Pass Drive in El Paso, Texas, is a financial institution offering a range of services including ATM access, banking, and finance. With Digital Investor’s automated tools, you can start investing in just 10 minutes or work with a financial advisor to create a personalized strategy. The institution also provides guidance on investing strategies, business credit card options, and assistance programs for entrepreneurs. Military members can take advantage of exclusive offers and discounts, while all members can access 24/7 customer service. Navy Federal Credit Union has been serving the military and their families since 1933, growing to over 13 million members. Their vision is to be the most preferred and trusted financial institution for the military community. Contact them at 1-888-842-6328 for more information.
4717 Hondo Pass Dr Building 2, Suite A, El Paso, TX 79904, United States -
First Command
● ClosedFirst Command is a leading financial institution located at 1 Firstcomm Plaza in Fort Worth, Texas. As a bank, finance, and insurance agency, First Command offers a wide range of services to help individuals and families achieve their financial goals. With a commitment to providing personalized and comprehensive financial solutions, First Command is dedicated to helping clients build wealth, protect assets, and plan for the future. Whether you need assistance with banking, investing, or insurance, First Command is here to help you navigate your financial journey with confidence and peace of mind.
1 Firstcomm Plaza, Fort Worth, TX 76109, United States -
Navy Federal Credit Union
● ClosedNavy Federal Credit Union, located at 5101 State Highway 121 in The Colony, Texas, is a full-service financial institution offering banking, ATM services, and finance options. In just 10 minutes, you can start investing with Digital Investor’s tools, either automated or self-directed. Personalized guidance is also available from financial advisors to help you create an investing strategy tailored to your needs. With a range of services including business credit cards, assistance programs for entrepreneurs, and advice on growing your company, Navy Federal Credit Union is dedicated to providing the best financial solutions for its members. Military exclusives, low rates, special offers, and discounts are available for those who have served in the military.
5101 State Hwy 121 #300, The Colony, TX 75056, United States -
Navy Federal Credit Union
● ClosedNavy Federal Credit Union, located at 14140 Cypress Rose Hill Road in Cypress, Texas, is a full-service financial institution offering banking, ATM services, and personalized financial guidance. With Digital Investor’s tools, you can start investing in just 10 minutes, whether through automated or self-directed options. Our financial advisors can help you create a tailored investing strategy to meet your needs. We offer a variety of services, including business credit cards, assistance programs for entrepreneurs, and advice on growing your company. Military members can enjoy exclusive offers and discounts, as we are dedicated to serving those who have served. Our goal since 1933 has been to be the most preferred and trusted financial institution for the military and their families.
14140 Cypress Rose Hill Rd #400, Cypress, TX 77429, United States -
Navy Federal Credit Union
● ClosedNavy Federal Credit Union, located at 310 Highway 6 in Sugar Land, Texas, is a trusted institution offering a range of financial services including banking, ATMs, and investment opportunities. With Digital Investor’s tools, you can start investing in just 10 minutes, whether you prefer automated or self-directed options. Our financial advisors can provide personalized guidance to help you create an investment strategy that suits your needs. For business owners, Navy Federal Credit Union offers assistance programs and advice on selecting the right business credit card. With exclusive military discounts and offers, we are dedicated to serving those who have served our country. Our goal is to be the most preferred and trusted financial institution for the military and their families.
310 Hwy 6 Ste 200, Sugar Land, TX 77478, United States -
Navy Federal Credit Union
● ClosedNavy Federal Credit Union, located at 10011 Farm to Market 1960 Bypass Road West in Humble, Texas, United States, is a full-service financial institution offering a range of services including banking, finance, and ATM access. With Digital Investor tools, members can start investing in as little as 10 minutes, whether through automated or self-directed options. Personalized guidance from financial advisors is also available to help create an investing strategy tailored to individual needs and preferences. For business owners, Navy Federal Credit Union offers information on selecting the right business credit card and assistance programs specifically designed for entrepreneurs. Members can take advantage of military exclusives, low rates, special offers, and discounts for those who have served. The institution also provides member-exclusive offers and discounts on services such as auto insurance and car rentals.
10011 Farm to Market 1960 Bypass Rd W, Humble, TX 77338, United States -
Navy Federal Credit Union
● ClosedNavy Federal Credit Union, located at 8424 Lakewood Hill Drive in Fort Worth, Texas, is a full-service financial institution offering a range of services including banking, ATM access, and investment options. In as little as 10 minutes, you can start investing with Digital Investor’s automated tools or receive personalized guidance from our financial advisors. Our institution offers tried and true strategies to help you navigate challenges and become a more confident investor. We provide information to help you choose a business credit card that suits your company's needs, as well as assistance programs for entrepreneurs. With exclusive military discounts and offers, we are dedicated to serving those who have served our country. Whether you need advice on business finances or want to explore different credit card options, we have the answers you need.
8424 Lakewood Hill Dr Suite 104, Fort Worth, TX 76137, United States -
Libertas Financial Advisors
● ClosedLibertas Financial Advisors is a reputable finance institution located at 9355 John W. Elliott Drive in Frisco, Texas, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. Whether you are looking to build wealth, plan for retirement, or protect your assets, Libertas Financial Advisors is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.
9355 John W. Elliott Dr N25, Frisco, TX 75034, United States -
First Command Financial Advisor - Brann Calvetti
● ClosedFirst Command Financial Advisor - Brann Calvetti is a finance institution located at 1919 Oakwell Farms Parkway, San Antonio, Texas, United States. This institution offers financial services to clients in a professional and personalized manner. The institution prides itself on providing expert financial advice and guidance to help clients achieve their financial goals. The testimonial included in this material is from a client of First Command Financial Services, Inc., provided voluntarily without any compensation. Please note that individual experiences may vary and past performance is not indicative of future success.
1919 Oakwell Farms Pkwy Suite 200, San Antonio, TX 78218, United States -
First Command Financial Advisor - Jordan Nelson
● ClosedFirst Command Financial Advisor - Jordan Nelson is a finance institution located at 4712 Woodrow Bean Transmountain in El Paso, Texas, United States. Specializing in financial services, they provide expert advice and guidance to help clients achieve their financial goals. This institution is affiliated with First Command Financial Services, Inc. and offers personalized services tailored to each client's unique needs. Testimonials from satisfied clients showcase the institution's commitment to excellence and client satisfaction. Please note that testimonials are voluntary and may not be representative of all client experiences. Contact First Command Financial Advisor - Jordan Nelson for expert financial advice and support.
4712 Woodrow Bean Transmountain Suite F, El Paso, TX 79924, United States -
Michael McGowan - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael McGowan is a Financial Advisor at Ameriprise Financial Services, LLC located at 606 Fall Creek Highway in Granbury, Texas, United States. Michael 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®. These certifications demonstrate Michael's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, and more. As a Certified Military Financial Advisor®, Michael is also trained to serve veterans and active duty military personnel. Contact Michael McGowan for comprehensive financial planning services tailored to your individual needs.
606 Fall Creek Hwy, Granbury, TX 76049, United States -
Roseann R Harris - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRoseann R Harris is a financial advisor at Ameriprise Financial Services, LLC located at 5600 Clearfork Main Street in Fort Worth, Texas, United States. Roseann holds several 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®. Roseann specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Roseann is dedicated to upholding the highest ethical standards and providing expert advice on investment strategies, estate planning, retirement planning, insurance products, and more. Additionally, Roseann is trained to assist veterans and military personnel with their financial needs. Contact Roseann R Harris at Ameriprise Financial Services, LLC for professional and personalized financial guidance.
5600 Clearfork Main St Ste 460, Fort Worth, TX 76109, United States -
R Jeff Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenR Jeff Taylor is a private wealth advisor at Ameriprise Financial Services, LLC located at 1401 Precinct Line Road, Hurst, Texas, United States. Specializing in finance, R Jeff Taylor holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate expertise in asset management, estate planning, retirement planning, investment strategies, and fiduciary practices. Additionally, R Jeff Taylor offers services such as behavioral financial advising, philanthropy advising, and specialized planning for seniors, divorcees, and military personnel. With a commitment to excellence and a comprehensive approach to financial planning, R Jeff Taylor is dedicated to helping clients achieve their financial goals and secure their financial future.
1401 Precinct Line Rd, Hurst, TX 76053, United States -
Jean-Marc Chemla - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJean-Marc Chemla is a Financial Advisor at Ameriprise Financial Services, LLC located at 2840 West Southlake Boulevard in Southlake, Texas, United States. Jean-Marc 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). With expertise in asset management, investment strategies, estate planning, retirement planning, and more, Jean-Marc is dedicated to providing comprehensive financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Jean-Marc's commitment to ethical practices and ongoing education ensures that clients receive the highest level of financial advice and support.
2840 W Southlake Blvd Ste 120, Southlake, TX 76092, United States -
Marshall L Felker - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMarshall L Felker, a Financial Advisor at Ameriprise Financial Services, LLC, located at 214 East College Street in Grapevine, Texas, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Marshall L Felker is equipped with the knowledge and expertise to assist clients in asset management, retirement planning, estate planning, and investment strategies. The institution also provides specialized services for domestic partners, seniors, individuals with special needs, and military personnel. Whether you are looking to plan for your financial future, navigate through a divorce, or maximize the value of your business, Marshall L Felker is dedicated to providing personalized and comprehensive financial advice to help you achieve your goals.
214 E College St, Grapevine, TX 76051, United States -
Craig A Saunders - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCraig A Saunders is a Financial Advisor at Ameriprise Financial Services, LLC located at 705 East First Street, Prosper, Texas, United States. Craig 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Craig specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. He is committed to upholding the highest ethical standards and providing expert advice on asset management, investment strategies, estate planning, retirement planning, and more. Contact Craig A Saunders for all your financial planning needs.
705 E First St, Prosper, TX 75078, United States -
Journel Gibbs - Ameriprise Financial Services, Inc.
● OpenJournel Gibbs - Ameriprise Financial Services, Inc. is a finance institution located at 11550 Interstate 10 in San Antonio, Texas, United States. The institution offers various certifications and designations such as 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®. These certifications cover a wide range of financial planning topics including asset management, estate planning, retirement planning, and investment strategies. The institution also provides specialized training for advisors working with military personnel and veterans.
11550 I-10 # 295, San Antonio, TX 78230, United States -
First Command Financial Advisor - Karen Twitty
● ClosedFirst Command Financial Advisor - Karen Twitty is a finance institution located at 6243 Interstate 10 in San Antonio, Texas, United States. As a trusted financial advisor, Karen Twitty provides personalized financial planning services to help clients achieve their financial goals. The institution operates under First Command Financial Services, Inc. and its affiliated entities, ensuring transparency and integrity in all financial transactions. Clients have provided testimonials on a voluntary basis, highlighting the exceptional service and expertise offered by First Command. While these testimonials may not be representative of every client's experience, they showcase the commitment to excellence and dedication to client success. With First Command Financial Advisor - Karen Twitty, clients can trust in a knowledgeable and experienced partner for their financial needs.
6243 I-10 Suite #250, San Antonio, TX 78201, United States -
First Command Financial Advisor - Tina Pierce
● ClosedFirst Command Financial Advisor - Tina Pierce is a trusted financial institution located at 6243 Interstate 10 in San Antonio, Texas. Specializing in providing personalized financial planning services, Tina Pierce helps clients achieve their financial goals through strategic investment strategies, retirement planning, and wealth management. With a commitment to excellence and a focus on building long-term relationships, First Command Financial Advisor - Tina Pierce is dedicated to helping individuals and families secure their financial future. Contact them today to start planning for tomorrow.
6243 I-10 Suite #250, San Antonio, TX 78201, United States -
J Maurice Gibbs - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJ Maurice Gibbs - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 100 Northeast Interstate 410 Loop in San Antonio, Texas, United States. The institution offers a wide range of financial services and is home to professionals with various certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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®. These certifications highlight the expertise and commitment of the advisors at J Maurice Gibbs in providing top-notch financial advice and services to clients. Whether you are looking for retirement planning, estate planning, investment strategies, or specialized advice for military personnel, J Maurice Gibbs - Financial Advisor, Ameriprise Financial Services, LLC has the knowledge and tools to help you achieve your financial goals.
100 NE Interstate 410 Loop Ste 1072, San Antonio, TX 78216, United States -
David Wynn - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid Wynn is a financial advisor at Ameriprise Financial Services, LLC located at 1314 East Sonterra Boulevard in San Antonio, Texas, United States. David Wynn holds various certifications such as 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®, CFP®, 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®. These certifications demonstrate David Wynn's expertise in various areas of financial planning, asset management, estate planning, retirement planning, and more. David Wynn is committed to providing high-quality financial advice and services to individuals, retirees, small business owners, high net worth clients, and those with specialized needs such as military personnel and families with special needs children. Contact David Wynn for expert financial guidance and support.
1314 E Sonterra Blvd bldg 4 ste 401, San Antonio, TX 78258, United States -
First Command Financial Advisor - Sherry Neeley
● ClosedFirst Command Financial Advisor - Sherry Neeley is a trusted institution located at 2101 Pat Booker Road in Universal City, Texas, United States. Specializing in finance, Sherry Neeley provides expert financial advice and personalized strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, First Command Financial Advisor - Sherry Neeley is dedicated to helping individuals and families secure their financial future.
2101 Pat Booker Rd STE 108, Universal City, TX 78148, United States -
First Command Financial Advisor - Shaune Sanders
● ClosedFirst Command Financial Advisor - Shaune Sanders is a finance institution located at 10700 Richmond Avenue, Houston, Texas, United States. This institution offers financial services to clients on a voluntary basis, with no direct or indirect compensation provided for testimonials. The experiences shared by clients may vary and are not a guarantee of future success. First Command Financial Advisor - Shaune Sanders is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.
10700 Richmond Ave. #300, Houston, TX 77042, United States -
Randall C Sutton - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRandall C Sutton is a Financial Advisor at Ameriprise Financial Services, LLC located at 5151 San Felipe Street in Houston, Texas, United States. With a variety of 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®, Randall C Sutton is equipped to provide expert financial advice and planning services for individuals and businesses. Whether you are looking for retirement planning, investment strategies, estate planning, insurance products, or specialized advice for veterans and military personnel, Randall C Sutton has the knowledge and expertise to help you achieve your financial goals. Contact them today for personalized financial solutions tailored to your needs.
5151 San Felipe St Ste 2100, Houston, TX 77056, United States -
Crawford Mickey McGill - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenCrawford Mickey McGill - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 5151 San Felipe Street, Houston, Texas, United States, is a finance institution offering a wide range of services to meet the individual needs of clients. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the advisors at this institution have the expertise and knowledge to assist clients with asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, the team at Crawford Mickey McGill can provide personalized financial advice and guidance. From behavioral financial planning to specialized certifications in areas such as philanthropy, divorce financial analysis, estate planning, and military financial advising, the advisors at this institution are dedicated to helping clients make informed decisions and achieve their financial goals. With a focus on ethics, education, and professional excellence, Crawford Mickey McGill is committed to providing top-quality financial services to individuals in the Houston area and beyond.
5151 San Felipe St Ste 2100, Houston, TX 77056, United States
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