TOP 10 Life insurance with annuity in Texas
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The Harrin Group
● ClosedThe Harrin Group is a reputable and unique insurance agency located in historic San Antonio, Texas. Specializing in health insurance, life insurance, Medicare insurance plans, retirement solutions, and annuities, The Harrin Group is dedicated to providing customized solutions based on extensive research and fact-finding to ensure the perfect fit for you and your family. Located at 906 Lightstone Drive in San Antonio, Texas, The Harrin Group serves clients not only in Texas but also in California and Florida. Clients have praised The Harrin Group for their outstanding service, professionalism, knowledge, and honesty. Whether you are in need of insurance or financial advice, The Harrin Group, led by Brian Harrin, is there to help every step of the way. With a focus on personalized service and prompt responses, The Harrin Group ensures that each client is treated like family.
906 Lightstone Dr, San Antonio, TX 78258, United States -
The Brokerage, Inc.
● ClosedThe Brokerage, Inc. is an insurance agency located at 7800 Interstate 10 in San Antonio, Texas, United States. They offer personalized training and support from experienced insurance professionals to help you grow your Life, Health, and Medicare insurance business. With a focus on empowering agents with insurance technology and marketing programs, The Brokerage provides all the tools you need to quote, submit applications, and connect with clients. They have direct contracts with top insurance carriers, offering a wide range of products including Medicare, ACA, Life, Disability, LTC, and Annuities. Agents everywhere are growing their businesses with The Brokerage, praising the staff for their knowledge, support, and professionalism. The Brokerage also provides incentives such as Brokerage Bucks and E&O reimbursements to help agents market their practices and build connections. Founded in 1976, The Brokerage is dedicated to the success of their agents and carrier partners, offering in-person and virtual trainings, expert articles, and on-demand training videos. Whether you're new to insurance or an established agent, The Brokerage, Inc. is here to serve you and help you succeed in the insurance industry.
7800 I-10 Suite 115, San Antonio, TX 78230, United States -
Prudential
● OpenPrudential is a trusted insurance agency located at 31303 Farm to Market 2920 in Waller, Texas, United States. With a reputation for providing reliable and comprehensive insurance solutions, Prudential offers a wide range of products to meet the needs of individuals, families, and businesses. Their knowledgeable agents are committed to helping clients protect what matters most, whether it's their home, car, health, or financial future. Visit Prudential today to learn more about their insurance offerings and how they can help you secure peace of mind.
31303 Farm to Market 2920, Waller, TX 77484, United States -
State Farm John Adkins
● ClosedState Farm John Adkins is an insurance agency located at 24203 Kingsland Boulevard in Katy, Texas. Situated between Grand Parkway (99) and Katy Mills Mall, next to All Pets Animal Hospital, our agency specializes in providing Homeowners, Auto, Renter's, Flood, and Life Insurance services to the Katy area and surrounding communities such as Cypress, Sugarland, Fulshear, West Houston, the Energy Corridor, and Greater Ft. Bend County. Our dedicated team, including licensed members Armando Fernandez and Letty Abundis, is committed to offering a remarkable customer experience in a consistent and seamless manner. We also offer assistance in creating business disaster plans to protect employees, secure assets, and resume operations, as well as provide valuable information on the dangers of drunk driving and the benefits of telematics in sharing vehicle data with insurance companies or mechanics.
24203 Kingsland Blvd, Katy, TX 77494, United States -
Assured Legacy
● OpenAssured Legacy is a health and insurance agency located at 10333 Harwin Drive in Houston, Texas. Our licensed and certified advisors are dedicated to helping you navigate the complexities of Retirement Planning, Life Insurance, and Medicare. We understand that unforeseen events like illness, accidents, or market downturns can impact your financial security, which is why we offer Life Insurance Policies and Annuities to protect your income and wealth. Final expenses are something none of us want to burden our loved ones with, which is why having life insurance is essential for ensuring their financial security. Our representative, Sarahlee Dias, is known for her attentive and caring approach to addressing our clients' healthcare insurance needs.
10333 Harwin Dr. #180, Houston, TX 77036, 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 -
Southerland & Associates
● ClosedSoutherland & Associates is a leading insurance agency and lawyer in Austin, Texas, United States. With the motto "We Do Everything Under the Sun with Your Best Interest at Heart,” we strive to provide our clients with the best insurance coverage for all their personal and business needs. Our comprehensive selection of insurance products and services includes Life Insurance, Annuities, CD Alternatives, Banking & Mortgage Services, and more. At Southerland & Associates, we understand the importance of financial planning and risk management. Our team of experts offers guidance on Group & Individual Retirement Plans, Life Insurance, Senior Planning, Mortgages, and more. We work closely with our clients to develop tailored strategies that help them achieve their financial goals.
5424 W HWY 290, Suite #209, Austin, TX 78735, United States -
Saul Trevino - Mutual of Omaha
● OpenSaul Trevino - Mutual of Omaha is an insurance agency located at 7204 Joliet Avenue in Lubbock, Texas. As a licensed insurance agent with Mutual of Omaha Insurance Company, Saul Trevino is dedicated to providing clients with the guidance and consistent service needed to develop, implement, and maintain comprehensive business and individual strategies. With a focus on customer satisfaction and expertise in insurance products, Saul Trevino is committed to helping clients protect what matters most to them.
7204 Joliet Ave, Lubbock, TX 79423, United States -
Jaime J. Portillo - State Farm Agency
● ClosedJaime J. Portillo - State Farm Agency is a trusted insurance agency located at 6633 North Mesa Street in El Paso, Texas, United States. With 35 years of experience, Jaime is dedicated to serving the community and continuing his family legacy in the insurance industry. His father, Joe Portillo, was also a State Farm agent for 25 years, inspiring Jaime to follow in his footsteps. Jaime is not only a successful agent but also a proud husband, father, and grandfather. His commitment to teamwork and perseverance, learned from his time playing for the UTEP football team, is evident in his approach to serving customers. Both of Jaime's children also work for State Farm, making it a true family affair.
6633 N Mesa St #201, El Paso, TX 79912, United States -
MetLife
● ClosedMetLife is an insurance agency located at 7012 Fairgrounds Parkway in San Antonio, Texas, United States. We are dedicated to protecting you and your family by providing all the information you need in one convenient place. At MetLife, safeguarding your information is our top priority, especially in the face of social engineering scams targeting customers of financial services companies. We offer Health Savings Accounts (HSAs) as a critical benefit for employee retention and financial well-being. Our dental network includes preferred dental programs, Dental Health Maintenance Organizations (HMOs), and options for Federal government employees. By logging into MyBenefits, you can easily search for in-network dentists and manage your benefits online.
7012 Fairgrounds Pkwy, San Antonio, TX 78238, United States -
Transamerica Agency Network
● ClosedThe Transamerica Agency Network is a reputable insurance agency located at 14100 Southwest Freeway in Sugar Land, Texas. With a strong presence in the United States, the agency offers a wide range of insurance products and services to meet the diverse needs of individuals and businesses. Their team of experienced agents are dedicated to providing personalized guidance and support to help clients make informed decisions about their insurance coverage. Whether you are looking for life, health, or property insurance, the Transamerica Agency Network is committed to helping you protect what matters most.
14100 Southwest Fwy Ste 350, Sugar Land, TX 77478, United States -
Citizens, Inc.
● OpenCitizens, Inc. is an insurance agency located at 11815 Alterra Parkway in Austin, Texas, United States. With a commitment to providing top-quality insurance products and services, Citizens, Inc. caters to the needs of individuals and families looking for reliable coverage. Whether you are seeking life insurance, annuities, or other insurance solutions, Citizens, Inc. is dedicated to helping you protect what matters most. Contact us today to learn more about our offerings and how we can assist you in securing your financial future.
11815 Alterra Pkwy, Austin, TX 78758, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 2510 Marsha Sharp Freeway West in Lubbock, Texas, is a finance institution that offers comprehensive wealth planning services for individuals, families, business owners, executives, and institutions. The experienced advisors at the branch provide personalized financial strategies based on years of combined knowledge and expertise in wealth management. Beyond wealth planning advice, Merrill Lynch Wealth Management advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their personal and professional goals to create customized financial strategies designed to meet their long-term objectives.
2510 Marsha Sharp Fwy W, Lubbock, TX 79415, United States -
Jett Financial Group - John Jett, MBA, ChFC
● ClosedJett Financial Group, led by John Jett, MBA, ChFC, is a finance institution located at 4739 South Jackson Road in Edinburg, Texas, United States. The institution specializes in retirement alternatives and offers unbiased recommendations based on individual needs and goals. Mr. Jett, a designated expert consultant, has over 20 years of experience in the field and holds various prestigious accolades in the industry. The team at Jett Financial Group is dedicated to helping clients achieve their retirement goals by providing strategies to safeguard against market volatility and ensure financial security. They offer services such as diversifying retirement options, reducing financial risks, and analyzing exposure to protect retirement assets. The institution also assists with college funding, life insurance policies, and estate planning solutions.
4739 S Jackson Rd #101, Edinburg, TX 78539, United States -
Teamwork Financial Group - McAllen
● ClosedTeamwork Financial Group - McAllen, located at 3400 North McColl Road in McAllen, Texas, is a finance institution dedicated to helping individuals create personalized retirement strategies. By using an Integrated Legal, Tax, and Financial Plan, the experienced team at Teamwork Financial Group will assess your current financial situation and determine your retirement needs. Schedule a meeting with Teamwork Financial Group to receive a custom strategy tailored to help you reach your unique retirement goals. Download a 6-page instant guide on key financial challenges that can impact your income plan in retirement.
3400 N McColl Rd b1, McAllen, TX 78501, United States -
Hybrid Financial LLC
● ClosedHybrid Financial LLC, located at 1701 River Run, Fort Worth, Texas, is a finance institution dedicated to helping retirees create a lifetime income stream and achieve financial security. With a focus on protecting your principal, our team works with you to develop a retirement strategy that safeguards your money from loss while providing reasonable returns on investments. Our customized strategies, such as fixed index annuities and life insurance policies, offer both principal protection and a reasonable rate of return over time. We have locations in Southlake and Cedar Hill, Texas, where our experienced team can help you reach your retirement goals that will last a lifetime.
1701 River Run #1100, Fort Worth, TX 76107, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a finance institution located at 4281 Esplanade Place in Flower Mound, Texas, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions in both rising and turbulent markets to address wealth planning challenges and opportunities. We offer personalized financial strategies based on years of combined wealth management knowledge and experience, going beyond traditional wealth planning to provide guidance on retirement income planning, concentrated stock positions, and access to estate planning services through Bank of America. Our advisors are dedicated to client service and satisfaction, helping clients identify their personal and professional goals and creating financial strategies to meet their long-term objectives. We are committed to giving back to the communities we serve through volunteerism and charitable outreach. As a Merrill client, you have access to industry-skilled advisors supported by the resources of a leading global financial services firm.
4281 Esplanade Pl Suite 300, Flower Mound, TX 75028, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 17802 Interstate 10 in San Antonio, Texas, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at the branch provide financial strategies based on their wealth management knowledge and expertise, covering retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their personal and professional goals to create financial strategies tailored to their long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which they operate, contributing to fundraising activities and non-profit organizations.
17802 I-10, San Antonio, TX 78257, United States -
Southwestern Investment Group
● Closedg personally. He worked with campuses such as Texas A&M University, University of Texas, and many others in the greater Texas area. After several successful years in sales leadership, Manny was invited to join the school fundraising division of Southwestern, Great American Opportunities. He excelled in this role, eventually becoming Vice President of Experienced Salespeople, overseeing fundraising professionals nationwide. With a strong background in finance and a passion for helping others achieve their financial goals, Manny joined SageSpring Wealth Partners (formerly Southwestern Investment Group) as a Vice President and Financial Advisor. He is dedicated to providing personalized financial advice and guidance to each client, ensuring that their individual needs and goals are met.
14855 Blanco Rd Suite 203, San Antonio, TX 78216, United States -
Future Financial Solutions
● ClosedWelcome to Future Financial Solutions, located at 1846 Snake River Road in Katy, Texas, United States. As a finance institution, we specialize in helping individuals protect and grow their nest eggs for a successful retirement. At Future Financial Solutions, we understand the importance of securing your savings for the future. Our team is dedicated to providing you with the information and strategies needed to ensure your financial stability in retirement. Whether you attend one of our educational seminars or schedule a one-on-one meeting with us, we will guide you in making informed decisions about your financial future.
1846 Snake River Rd B, Katy, TX 77449, United States -
Jonathan Born - Thrivent
● ClosedJonathan Born - Thrivent is a finance institution located at 8777 West Rayford Road in The Woodlands, Texas, United States. They are licensed in multiple states, including AL, AR, AZ, CA, CO, GA, HI, IN, LA, MA, MI, MO, NC, NJ, NY, OK, PA, TN, TX, VA, and WA. The institution offers financial planning services through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent does not provide legal, accounting, or tax advice, and recommends consulting with a professional in those areas. They are the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on their services and professional designations, visit their website or FINRA’s Broker Check.
8777 W Rayford Rd Suite 108, The Woodlands, TX 77389, United States -
Vinson Financial Group
● ClosedVinson Financial Group, located at 8900 Eastloch Drive in Spring, Texas, is a finance institution dedicated to helping individuals and families take control of their financial future. Founded by Jay, who learned the value of hard work from his parents, the firm is committed to helping clients achieve their financial goals and enjoy a comfortable retirement. The team at Vinson Financial Group offers personalized financial advice and strategies, including retirement income strategies, wealth management, annuities, investments, IRA/401(k) rollovers, asset preservation strategies, life insurance, tax-efficient strategies, and long-term care strategies. They believe in building strong relationships with clients and listening to their goals and dreams to provide tailored solutions. If you are looking to secure your financial future and live the retirement you've always wanted, schedule a meeting with Vinson Financial Group today.
8900 Eastloch Dr Bld 305, Spring, TX 77379, United States -
Best Refunds LLC
● OpenBest Refunds LLC is a trusted institution located at 9950 Cypresswood Drive in Houston, Texas, United States. Specializing in accounting and finance services, they offer assistance with personal and business taxes, financial literacy, life insurance, annuities, and grants. Their unique process incorporates techniques from various disciplines, ensuring meticulous attention to detail and exceptional results. Trust Best Refunds LLC for all your financial needs and experience their expertise firsthand.
9950 Cypresswood Dr, Houston, TX 77070, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a financial institution located in Houston, Texas, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities. We offer financial strategies based on years of combined knowledge and experience, beyond just wealth planning advice. Our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. We are committed to client service and satisfaction, helping clients identify personal and professional goals to create financial strategies tailored to their long-term objectives.
5775 North Sam Houston Pkwy W, Houston, TX 77086, United States -
Retirement Planners of Texas
● ClosedRetirement Planners of Texas, located at 12600 North Featherwood Drive in Houston, Texas, is a finance institution dedicated to helping clients plan for a secure and successful retirement. With a focus on simplicity and effectiveness, we offer strategies to ensure that your retirement income lasts a lifetime. By protecting your principal and providing reasonable rates of return, we aim to help you achieve your financial goals over the long term. Our products, such as fixed index annuities and life insurance policies, are designed to offer both security and growth. Please note that this site is for informational purposes only and does not constitute a solicitation or offering of any product or investment. For personalized advice on your retirement planning needs, consult with one of our licensed professionals.
12600 N Featherwood Dr Suite 120, Houston, TX 77034, United States -
Kelly Just - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedKelly Just - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 8309 Whitley Road, Watauga, Texas, United States, is a finance institution that offers a range of specialized certifications and designations for their advisors. These include the AAMS™ certification for asset management, the ADPA™ certification for domestic partnership planning, the AEP® designation for estate planners, the AIF® designation for fiduciary practices, the APMA™ designation for portfolio management, the AWMA℠ certification for asset management needs, and many more. Additionally, the institution offers certifications in areas such as behavioral finance, philanthropy, annuities, retirement planning, divorce financial analysis, estate planning, exit planning, financial planning, mutual funds, special needs consulting, investment management, long-term care planning, life insurance, and military financial advising.
8309 Whitley Rd Ste 101, Watauga, TX 76148, United States -
Daasfinancials
● OpenDaasfinancials is a finance institution located at 8786 Kennsington Street, Frisco, Texas, United States. We specialize in helping our clients identify opportunities, build diversified portfolios, and optimize returns for a secure financial future. Our comprehensive estate planning solutions include wills, trusts, power of attorney, and inheritance services. We offer retirement planning services that focus on creating personalized strategies tailored to your individual needs. Our expertise in financial services and products includes fixed annuities, IUL Plans, Guaranteed Universal Life (GUL) insurance, and Indexed annuities.
8786 Kennsington St, Frisco, TX 75036, United States -
Jeffrey Anderson
● OpenJeffrey Anderson is a finance institution located at 17806 Interstate 10, San Antonio, Texas, United States. At Jeffrey Anderson, we understand that life's grandest visions require thoughtful plans. Our team is dedicated to meeting the dynamic needs of each client, adapting to their unique challenges and providing an elevated level of service. We empower decision making with expert guidance, offering seamless financial management for both families and their futures. Our network delivers a full suite of financial solutions to ensure stability and intelligent community investing. With bespoke investment strategies aligned to your financial objectives, our clients gain access to a sophisticated platform of traditional and alternative investments. As an extension of your team, we provide holistic and relevant advice to create a sustainable wealth management plan designed around your objectives. Through our curated Rockefeller Lifestyle Advisory partners, we offer exclusive experiences and concierge services to help you focus on what matters most. With a comprehensive suite of solutions for holistic financial planning, we cater to various trusts and offer fiduciary oversight, account management, and assistance with distributions and bill-pay services. Our experienced team works with clients to provide a wealth management plan for their near, medium, and long term objectives. Rockefeller Financial LLC is a broker-dealer and investment adviser registered with the SEC, offering a range of investment, insurance, and annuity products. Investing involves risk, and past performance is not a guarantee of future results. Consult your tax advisor and attorney for tax and legal matters.
Promenade One at Eilan, 17806 I-10, San Antonio, TX 78257, United States -
Danny Dean - Thrivent
● ClosedDanny Dean - Thrivent is a finance institution located at 15900 La Cantera Parkway in San Antonio, Texas. Our dedicated Heart of Texas team is committed to providing exceptional financial services based on Christian principles. Since our establishment in 1993, we have helped individuals, families, and businesses responsibly manage their finances. Our experienced professionals offer personalized financial solutions tailored to your unique needs, combining expertise in finance with a deep understanding of Christian values to guide you towards financial clarity and stewardship. We believe in using money as a tool, not a goal, and are dedicated to providing financial advice, investments, insurance, banking, and generosity programs to help you make the most of all you've been given. As a member of Thrivent, you become part of a community looking out for others and sharing in the collective ownership of our company. Our comprehensive advice and financial strategies are designed to help you achieve financial clarity and confidence as you work towards your goals and dreams. Join us at Danny Dean - Thrivent and let us help you on your financial journey.
15900 La Cantera Pkwy Suite 20285, San Antonio, TX 78256, United States -
James Augustine
● OpenJames Augustine is a finance institution located at 17806 IH-10W, San Antonio, Texas, United States. At James Augustine, we understand that life's grandest visions require thoughtful plans, which is why we are dedicated to meeting the dynamic needs of each client at every stage of wealth. Our team provides solutions to unique challenges and offers an elevated level of service to empower your decision-making with expert guidance. We offer seamless financial management for your family and future, convene a network to deliver a full suite of financial solutions, and ensure stability for today and generations to come. Our bespoke investment strategies are aligned with your financial objectives, providing access to a sophisticated platform of traditional and alternative investments. As an extension of your team, we review your full financial picture and connect you to our broader resources to provide objective, holistic, and relevant advice. From managing day-to-day finances to creating and implementing a financial plan designed to grow with you, our dedicated team is here to support you on every step of your wealth journey. With a comprehensive suite of solutions for holistic financial planning, we cater to individuals and institutions, offering various trust services and fiduciary oversight. Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services so you can focus on what matters most to you. Our experienced team works with clients to provide a sustainable wealth management plan designed around their objectives. Rockefeller Financial LLC is a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission, offering investment, insurance, and annuity products. Investing involves risk, and past performance is not a guarantee of future results. Please consult your tax advisor and attorney for tax and legal matters.
17806 IH-10W Suite 210, San Antonio, TX 78257, United States
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