TOP 10 Mes process optimization in Beaumont, Texas

Richard Gagne and Associates is a reputable finance institution located at 6755 Phelan Boulevard in Beaumont, Texas, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Richard Gagne and Associates is dedicated to providing personalized and comprehensive financial solutions. Trustworthy and reliable, they are committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Shannon T Soileau is a finance institution located at 7675 Folsom Drive, Beaumont, Texas, United States. Shannon has been in the financial services industry since 1995 and joined Merrill Lynch Wealth Management in 2011. He focuses on clients' goals and concerns, offering a goals-based wealth management process, global resources, and up-to-the-moment Web technology to help clients pursue their financial lifestyle. Shannon is a problem solver who simplifies high net worth clients' financial lives by offering services such as estate planning, investments, wealth transfer, and retirement income strategies. He believes in paying close attention to both sides of a client's balance sheet and offers access to a Bank of America Wealth Management Lending Officer for home financing solutions. Shannon holds a Bachelor's Degree in Business Administration from McNeese State University with a major in Accounting and maintains his CPA license. He is dedicated to helping clients optimize their resources to achieve their financial goals. The institution offers personalized financial planning, investment strategies, and access to comprehensive financial solutions through Merrill Lynch and Bank of America. Shannon and his team are committed to building strong client relationships based on trust and personalized service.