Investor goals in Live Oak, Texas

Marquis at Silver Oaks is a premier real estate agency located in Grapevine, Texas. Situated at 3701 Grapevine Mills Parkway, this institution offers top-notch services for those looking to buy, sell, or rent properties in the area. With a team of experienced professionals and a reputation for excellence, Marquis at Silver Oaks is dedicated to helping clients find their dream home or investment property. Whether you are a first-time buyer or a seasoned investor, this agency provides personalized attention and expert guidance throughout the real estate process. Visit Marquis at Silver Oaks today and let them help you achieve your real estate goals.

Woodlake Oaks is a premier real estate agency located at 9550 Ella Lee Lane in Houston, Texas. Our team of experienced professionals is dedicated to helping clients find their dream home or investment property. With a commitment to excellence and personalized service, we strive to make the buying or selling process as smooth and stress-free as possible. Whether you are a first-time homebuyer or a seasoned investor, Woodlake Oaks is here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your real estate goals.

Live Oak Investors - Private Wealth Management is a premier financial institution located in Boerne, Texas. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to guide you every step of the way. Visit us at 114 Oak Park Drive to learn more about how we can help you secure your financial future.

Open Range Financial Group, LLC is a trusted financial services firm located in Manvel, Texas, serving retired residents and soon-to-be retirees in the greater Houston area. With decades of experience and a commitment to your success, our advisors will help you navigate the complex decisions that come with retirement planning. We offer personalized financial plans tailored to your individual needs, goals, and risk tolerance, ensuring that you can retire with confidence in your long-term financial security. Our comprehensive services include financial goal planning, asset management, insurance planning, tax-smart investment strategies, charitable giving strategies, and estate planning assistance. We believe in tax diversity in retirement planning and will work with you to create a customized plan that minimizes your overall tax burden. By collaborating with estate planning attorneys, we can help maximize your loved ones' inheritance while minimizing taxes.

Merrill Lynch Financial Advisor John C Young is a Senior Portfolio Advisor with Merrill Lynch Wealth Management, located at 2800 Post Oak Boulevard in Houston, Texas. With 24 years of experience in the securities industry, John provides personalized wealth strategies and financial solutions tailored to each client's risk tolerance, time horizon, and investment goals. He is dedicated to understanding his clients' priorities and helping them pursue their financial objectives, whether it's planning for retirement, saving for a home, or funding a child's education. John believes in building long-term relationships with his clients, regularly reviewing and adjusting their financial approach to reflect changes in their lives and the markets. As a Chartered Retirement Planning Counselor, John is qualified to offer comprehensive financial planning services to help clients achieve their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, John works with clients to develop customized investment strategies designed to address their financial needs. Whether you're looking to transfer wealth to the next generation or plan for future healthcare expenses, John is committed to helping you turn your financial goals into reality. Contact Merrill Lynch Financial Advisor John C Young to start building a personalized financial plan centered on your goals and priorities.

Katya L Thompson-Cantu is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 IKEA-RBFCU Parkway, Live Oak, Texas, United States. She 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, 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, retirement planning, estate planning, investment strategies, risk management, and more. Katya is dedicated to providing comprehensive and personalized financial advice to her clients, including retirees, small business owners, and high net worth individuals. With her expertise and commitment to ethical practices, she helps clients make informed decisions to achieve their financial goals.

John Rodriguez is a financial advisor at Ameriprise Financial Services, LLC located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. John holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, John is trained in behavioral finance and specializes in working with clients on divorce financial issues, estate planning, and retirement planning. With a commitment to excellence and a comprehensive understanding of financial planning, John Rodriguez is dedicated to helping individuals achieve their financial goals.

RBFCU Wealth Management, The Garner Davis Group, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. This institution specializes in providing personalized financial planning services tailored to individual goals and risk tolerance. They offer investment recommendations, asset allocation strategies, and portfolio analysis to help clients track their progress towards financial objectives such as retirement or education savings. Clients can access their investments and accounts securely from any device and receive regular meetings to review and update their financial plans as needed. The team at RBFCU Wealth Management is dedicated to helping clients achieve their financial goals and offers complimentary initial consultations to get started.

Roger Torres - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. The institution offers a range of services and certifications to meet the diverse financial needs of individuals. They provide expertise in asset management, investment strategies, estate planning, retirement planning, and more. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others, the advisors at Roger Torres are well-equipped to provide tailored financial solutions to clients. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Roger Torres - Financial Advisor, Ameriprise Financial Services, LLC has the knowledge and experience to help you achieve your financial goals.

Allied Wealth: Ryan Wheless is a finance institution located at 26410 Oak Ridge Drive, Spring, Texas, United States. Specializing in managing money for successful individuals, business owners, and followers of Dave Ramsey, Allied Wealth is fully dedicated to ensuring your financial future, security, and retirement. As a client of Allied Wealth, you will have access to a variety of risk-managed portfolios and programs tailored to your specific risk tolerance and capacity. Our advisors are held to a fiduciary standard, ensuring that they always act in your best interest.

Merrill Lynch Financial Advisor Lucas Mendez is a finance institution located at 2800 Post Oak Boulevard in Houston, Texas, United States. Following the deep-seated Merrill tradition of community involvement, Lucas Mendez volunteers with organizations in the community. Specializing in personalized financial planning through Merrill Personal Wealth Analysis™, Lucas and his team of talented individuals at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Lucas focuses on helping clients achieve their goals, whether it's planning for retirement, saving for a home, or funding a child's education. By using the Investment Personality Assessment, Lucas gains a deeper understanding of his clients' investing preferences to customize financial approaches that align with their goals. With access to Merrill's investment insights and banking solutions from Bank of America, Lucas helps clients manage, grow, and preserve their wealth for the future. By regularly reviewing and adjusting financial approaches based on clients' changing needs and goals, Lucas ensures that clients stay on track to achieve what matters most to them. Certified in multiple states and registered with the CFP Board, Lucas Mendez offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Merrill Lynch Private Wealth Advisor Eduardo Speck is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. With a focus on providing personalized attention and customized services, our team of private wealth advisors are dedicated to helping you and your family navigate all aspects of your financial life. We offer industry-leading research and expert analysis to help you stay ahead and achieve your financial goals. Our private wealth advisors are rigorously trained to meet your specialized needs and build relationships based on trust and personalized service. Whether you are a business owner, executive, or multi-generational family, we work with a limited number of clients to provide highly personalized one-on-one service.

Merrill Lynch Financial Advisor Christopher C. Magee, located at 2800 Post Oak Boulevard in Houston, Texas, provides expert guidance and advice to business owners, entrepreneurs, and executives in the aerospace industry. With a strong banking background and years of experience, Chris helps clients navigate their financial lives by looking at both sides of their balance sheets. He holds a bachelor's degree in finance and economics from Texas State University and is a Chartered Retirement Planning Counselor™, CRPC™, offering valuable insights on structuring wealth for retirement. Chris takes a holistic approach to wealth management, uncovering clients' aspirations and helping them achieve their financial goals. When he's not in the office, Chris enjoys fishing, golf, and fitness. As a Merrill Lynch Wealth Management Advisor, Chris focuses on understanding his clients' priorities, goals, and changing needs over time. By developing personalized financial plans and staying informed on market trends, he helps clients pursue their aspirations and manage investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, Chris works with clients to address their financial needs and achieve their long-term goals. Backed by the resources and expertise of Merrill Lynch, Chris is dedicated to helping clients navigate the complexities of their financial lives and build customized investment strategies. Whether you're planning for retirement, saving for a major purchase, or passing wealth to future generations, Chris is committed to helping you achieve financial success. Contact Chris Magee today to start a conversation about your financial goals and aspirations.