TOP 30 Personalized financial planning services in Lumberton, Texas

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R & R Financial Services is a finance institution located at 650 South Main Street in Lumberton, Texas, United States. Specializing in customized wealth management strategies, our independent investment advisory and financial planning firm is dedicated to helping you accumulate and preserve wealth. Our mission is to manage your Risk & Return so you can Rest & Relax, ensuring that you are prepared for any financial challenges that may arise in the future. We understand the various risks that can impact your financial well-being, and we work with you to develop and implement strategies to minimize these risks and achieve your personal goals. By continuously monitoring and adjusting your financial plan as needed, we strive to help you move closer to fulfilling your lifetime wants, needs, and desires. Let us help you manage your risk and reward so you can relax and enjoy peace of mind.

Edward Jones - Financial Advisor: Dwayne Champagne is a reputable finance institution located at 86 North Lhs Drive in Lumberton, Texas, United States. As a dedicated financial advisor, Dwayne Champagne provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Dwayne Champagne is committed to providing expert guidance and support to individuals seeking to secure their financial future.

Edward Jones - Financial Advisor: Chelsea D Hooker is a reputable finance institution located at 700 North Main Street in Lumberton, Texas, United States. Chelsea D Hooker is a dedicated and experienced financial advisor who provides personalized investment strategies and financial planning services to help clients reach their financial goals. Whether you are looking to save for retirement, grow your wealth, or plan for your children's education, Chelsea D Hooker can help you navigate the complex world of finance with confidence and peace of mind. Contact Edward Jones - Financial Advisor: Chelsea D Hooker today to schedule a consultation and take the first step towards securing your financial future.

Trey White - State Farm Insurance Agent is an insurance agency located at 125 North Lhs Drive, Lumberton, Texas, United States. Situated at the corner of Jenny Lane and Hwy 69, across the street from Wal-Mart, this agency specializes in providing Insurance and Financial Services to residents of Lumberton and the Hardin County area. Trey White, a Southeast Texas native, opened the agency in 2010 and takes pride in building relationships with customers to help them navigate through unexpected events. With a focus on personalized service, the agency offers a range of insurance products including Auto Insurance, Homeowners Insurance, Life Insurance, and Financial Services. The team of licensed Insurance Professionals is dedicated to providing tailored insurance coverage based on individual needs. In addition to serving individuals, the agency also assists small business owners with their Commercial Insurance needs. Trey White and his team are actively involved in the community and are committed to providing a positive insurance experience based on the Golden Rule. With a mission to create custom insurance plans for each client, Trey White - State Farm Insurance Agent is dedicated to helping customers protect what matters most.

Farmers Insurance - Daniel Priest is an insurance agency located at 347 South Main Street in Lumberton, Texas, United States. Daniel Priest, the owner, has deep roots in Southeast Texas and is dedicated to providing excellent insurance services to the community. With a degree in Finance from Lamar University and years of experience in the financial industry, Daniel is committed to helping clients find the right insurance coverage for their needs and budget. Whether you're looking for auto insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, or recreational insurance, Farmers Insurance - Daniel Priest has you covered. With over 80 years of experience, Farmers Insurance is a trusted provider that will be there for you in the event of a disaster.

Keith Wolfe - State Farm Insurance Agent is an insurance agency located at 156 South Main Street, Lumberton, Texas, United States. Keith Wolfe is an Ambassador Travel Qualifier, Chairman's Circle Qualifier, Senior Vice President's Club Qualifier, and State Farm Lone Star Leaders Program Qualifier. He has been with State Farm since 2009, focusing on providing Home, Life, Business, and Auto Insurance services to clients in Lumberton, Silsbee, Kountze, and Buna. Keith also assists in relocations to Hardin County and offers Commercial and Health Insurance options. He attended Northwestern State University and is licensed to provide Auto and Home Insurance in Louisiana as well. Additionally, Keith Wolfe is a Notary Public. For more information, visit their Yelp page or call (409) 755-4023 for assistance. Please note that State Farm VP Management Corp. distributes securities and State Farm Life Insurance Company issues Life Insurance and annuities. Deposit products are offered by U.S. Bank National Association. For pet insurance, American Pet Insurance Company and ZPIC Insurance Company underwrite policies. State Farm is not affiliated with Trupanion or American Pet Insurance. Rocket Mortgage, LLC provides mortgage services, and State Farm VP Management Corp. is a separate entity from State Farm entities providing banking and insurance products. For tax or legal advice, consult a professional advisor.

H&R Block is a renowned accounting and finance institution located at 161 Country Lane Drive in Lumberton, Texas, United States. With a team of expert financial professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting services. Whether you are an individual looking for assistance with your taxes or a business in need of financial guidance, H&R Block is dedicated to providing personalized and reliable financial solutions. Visit us today to experience top-notch financial services tailored to meet your specific needs.