TOP 10 Long term financial planning in Live Oak, TX
19 results found
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Janus Financial Planning, LLC
● ClosedJanus Financial Planning, LLC is a finance institution located at 2715 Oak Bluff in San Antonio, Texas, United States. Specializing in working with busy families and professionals in the San Antonio area, Janus Financial Planning aims to help clients reduce taxes, invest wisely, and create more flexibility in their lives. As a Fee-Only financial advisor, Janus Financial Planning is committed to transparent and objective compensation, with no commissions or incentives tied to the sale of financial products. This ensures that the focus is solely on the client's best interests.
2715 Oak Bluff, San Antonio, TX 78230, United States -
Open Range Financial Group, LLC
● ClosedOpen 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.
9500 Live Oak Ct, Manvel, TX 77578, United States -
Prota Financial
● ClosedProta Financial is a fee-only financial planning institution located in Houston, Texas. Our mission is to eliminate confusion, build a plan, and help you grow your wealth. We understand that managing money can be overwhelming, which is why we work with our clients to create personalized financial plans that provide security and peace of mind. Unlike many other financial planners, we focus on both risk and return when managing investments. Our approach to risk management can help minimize the impact of market volatility on your investments, ultimately leading to better long-term results. We also specialize in helping parents save for their children's college education and assist in estate planning to ensure your legacy goals are met.
1980 Post Oak Blvd #100, Houston, TX 77056, United States -
LKJ Financial
● ClosedLKJ Financial, located at 550 Post Oak Boulevard in Houston, Texas, is a finance institution dedicated to helping good people make great decisions so they can enjoy amazing lives. With a focus on financial planning for retirement, our services go beyond just investing to encompass budgeting, tax management, insurance, and income planning. We believe in bringing all the pieces of your financial life together to create a unique plan that works for you now and in the future. Our proactive and diversified investment philosophy prioritizes capital preservation while seeking growth and consistent income. We offer institutional money management services that were once only available to the ultra-wealthy, providing sophisticated and transparent asset management to all our clients. As an independent advisory firm, we answer to you, not corporate structures or profit motives. Our fiduciary standard of care ensures that we always put your interests first and disclose any potential conflicts of interest.
550 Post Oak Blvd #350, Houston, TX 77027, United States -
Merrill Lynch Financial Advisor John C Young
● ClosedMerrill 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.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Donald Craig Fecel
● Closedlegal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Our team at Merrill Lynch Financial Advisor Donald Craig Fecel, located at 2800 Post Oak Boulevard in Houston, Texas, is dedicated to understanding your financial goals and priorities. We work with you to design and implement personalized plans to help manage investment risk and pursue your financial aspirations. Our approach focuses on solutions that can turn your goals into reality, whether you're planning for retirement, saving for a major purchase, or passing wealth to future generations. With access to the resources of Merrill and Bank of America, we develop strategies tailored to your needs.
2800 Post Oak Blvd Suite 2200, Houston, TX 77056, United States -
Edward Jones - Financial Advisor: Don Crane, AAMS™
● ClosedEdward Jones - Financial Advisor Don Crane, AAMS™ is a reputable finance institution located at 11901 Toepperwein Road in Live Oak, Texas, United States. As a trusted financial advisor, Don Crane, AAMS™ offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can count on expert advice and guidance to navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor Don Crane, AAMS™ is dedicated to helping you secure a sound financial future.
11901 Toepperwein Rd Ste 1100, Live Oak, TX 78233, United States -
Katya L Thompson-Cantu - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKatya 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.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States -
David E Kunold - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid E Kunold - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1 IKEA-RBFCU Parkway, Live Oak, Texas, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution provides investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update approaches, and track progress towards goals. Clients have access to their investments and accounts from any device, securely. The institution focuses on goals such as retirement, education, and major purchases. David E Kunold is registered in states where securities business can be conducted. The initial consultation provides an overview of financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. Clients are bound by the terms of the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. Referrals are appreciated, and the institution will reach out to them soon.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States -
Jeff Woodcock - Ameriprise Financial Services, LLC
● OpenJeff Woodcock - Ameriprise Financial Services, LLC is a finance institution located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. They offer a range of services and certifications to meet the diverse needs of their clients. Some of the certifications they offer include 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 cover a wide range of topics such as asset management, retirement planning, estate planning, investment strategies, and more. The professionals at Jeff Woodcock - Ameriprise Financial Services, LLC are dedicated to providing expert financial advice and guidance to help their clients achieve their financial goals.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States -
Karen J Reinertson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKaren J Reinertson is a financial advisor at Ameriprise Financial Services, LLC located at 1 IKEA-RBFCU Parkway in 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, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Karen specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, Karen has the expertise and knowledge to help you achieve your financial goals. Contact Karen J Reinertson at Ameriprise Financial Services, LLC for personalized financial advice tailored to your specific needs.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States -
Douglas J Bock - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDouglas J Bock - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1 IKEA-RBFCU Parkway, Live Oak, Texas, United States. They offer a range of financial services and expertise in various areas such as asset management, retirement planning, estate planning, and investment strategies. The advisors at this institution hold 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 their commitment to providing high-quality, comprehensive financial advice to their clients.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States -
Bethany Davis - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBethany Davis is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. Bethany holds multiple 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, 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 tax planning. Bethany is dedicated to providing expert financial advice to individuals and small business owners, with a focus on helping clients achieve their financial goals and secure their financial future.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States -
David Matthews - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid Matthews is a financial advisor at Ameriprise Financial Services, LLC located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. David Matthews 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, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various aspects of financial planning including asset management, retirement planning, estate planning, investment management, and more. David Matthews is dedicated to providing comprehensive and personalized financial advice to his clients, ensuring their financial goals and needs are met with the highest level of professionalism and integrity.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States -
David E Stanley - Ameriprise Financial Services, LLC
● OpenDavid E Stanley - Ameriprise Financial Services, LLC is a finance institution located at 1 IKEA-RBFCU Parkway, Live Oak, Texas, United States. They offer a range of certifications and designations 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 cover a variety of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing expert financial advice and services to individuals and businesses, ensuring their clients' financial needs are met with professionalism and integrity.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States -
Merrill Lynch Financial Advisor Jack Hansen
● ClosedMerrill Lynch Financial Advisor Jack Hansen, located at 2800 Post Oak Boulevard, Houston, Texas, United States, is dedicated to understanding you and what matters most to you. With a personalized approach, the institution helps design and implement a plan to help you pursue your financial goals while managing investment risk. By focusing on potential solutions to turn your goals into reality, the institution aims to help you manage, grow, and preserve your wealth today and for the future. The experienced team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, they can develop a plan centered on your goals and what you want to achieve. By staying in touch and revisiting your financial approach as your life and goals change, the team aims to help you achieve what's most important to you.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Christopher C. Magee
● ClosedMerrill 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.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Tower Loan
● ClosedTower Loan is a trusted finance institution located at 8210 Pat Booker Road in Live Oak, Texas. We specialize in providing personal loans to help individuals meet their financial needs. Our friendly and knowledgeable staff are dedicated to providing excellent customer service and finding the right loan solution for each individual. With competitive rates and flexible repayment options, Tower Loan is here to help you achieve your financial goals. Visit us today to learn more about our services and how we can assist you with your financial needs.
Shopping Center, 8210 Pat Booker Rd, Live Oak, TX 78233, United States -
Aging Insight
● ClosedAging Insight is a lawyer institution located at 1820 Galleria Oaks Drive in Texarkana, Texas, United States. The institution is dedicated to helping families protect their assets, maintain independence, and reduce the burden on their loved ones as they age. Many individuals express a desire to avoid living in a nursing home, and Aging Insight understands this sentiment. With statistics showing a high likelihood of needing long-term care as individuals age, the institution offers hope through careful planning for future health, housing, financial, and legal needs. Since 2014, Aging Insight has been a trusted resource for seniors, disabled individuals, and their families, providing guidance through the aging process and offering resources to ensure the highest quality of life possible.
1820 Galleria Oaks Dr, Texarkana, TX 75503, United States
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