TOP 10 Professional investment advisors in Center, Texas
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Merrill Lynch Financial Advisor Douglas Quint
● ClosedMerrill Lynch Financial Advisor Douglas Quint is located at 501 South Austin Avenue, Suite 1110, Georgetown, Texas, United States. Doug Quint is a Vice President and Wealth Management Advisor with a focus on providing a comprehensive approach to managing wealth tailored to each client's individual needs and priorities. With a background in banking, Doug utilizes industry tools to serve his clients in various financial advisory capacities. He is dedicated to delivering excellent service and helping clients pursue their financial goals. Doug Quint is also part of The Special Needs Team at Merrill, serving the Austin, Texas area. This dedicated team works closely with special-needs professionals and family members to improve the long-term well-being of individuals who are unable to care for themselves, including the elder population and those with special needs. The team has extensive experience collaborating with Guardians, Corporate Trustees, Estate Planning Attorneys, and Personal Injury Attorneys.
501 S Austin Ave #1110, Georgetown, TX 78626, United States -
Merrill Lynch Financial Advisor Shannon Wood
● ClosedMerrill Lynch Financial Advisor Shannon Wood is a finance institution located at 607 West 3rd Street in Austin, Texas, United States. Our mission is to preserve and grow wealth for the families and businesses we serve, treating clients as an extension of our own family. At Heidmann, Jefferson, Wood & Associates, we take the time to understand your priorities, dreams, and concerns to help you achieve the financial future you've imagined. Our values-driven guidance focuses on personalized wealth management, addressing your most important objectives and providing tailored portfolios. We believe in providing synchronized support and establishing business continuity for multigenerational strategies. Our team of experienced professionals collaborates to help clients pursue their financial goals and create the lives they've imagined. With asset allocation, diversification, and rebalancing, we aim to help clients achieve their objectives and protect against market volatility. Banking and lending services are provided through Bank of America, N.A. Our Merrill Personal Wealth Analysis™ helps build personalized plans centered on your goals. We understand that life and financial markets change over time, so we regularly review and adjust your financial approach to help you stay on track. Let us help you achieve your goals by creating a customized investment approach that addresses your needs. Work with a Merrill Lynch Wealth Management Advisor to navigate the financial complexities of your life and build a successful financial future.
607 W 3rd St Suite 2600, Austin, TX 78701, United States -
Viet Tax Center
● ClosedViet Tax Center is a leading accounting and finance institution located at 11900 Bellaire Boulevard in Houston, Texas, United States. Our team of experienced professionals is dedicated to providing high-quality tax services, financial planning, and consulting to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or investment strategies, Viet Tax Center is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and let us help you achieve your financial goals.
11900 Bellaire Blvd C, Houston, TX 77072, United States -
Merrill Lynch Financial Advisor Russell C Smith
● ClosedMerrill Lynch Financial Advisor Russell C Smith, located at 7675 Folsom Drive, Beaumont, Texas, United States, offers personalized financial services to help clients navigate through life's changes and achieve their financial goals. With access to resources, investment choices, and banking services from Bank of America, Russell C Smith can assist with retirement planning, managing concentrated stock positions, inheritance, and more. The institution's team is dedicated to building strong client relationships based on trust and personalized service, focusing on understanding each client's unique needs and priorities. By developing a personalized financial plan centered on individual goals, Merrill Lynch Wealth Management Advisors help clients stay on track and make informed investment decisions. With a focus on continual communication and updates to reflect changes in clients' lives and goals, Merrill Lynch aims to help clients achieve financial success and live their best financial life.
7675 Folsom Dr, Beaumont, TX 77706, United States -
Centric
● ClosedCentric is a leading financial institution located at 12549 Louetta Road in Cypress, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services and solutions to individuals and businesses in the United States. Whether you need assistance with banking, investment planning, or loan services, Centric is here to help you achieve your financial goals. Visit us today to learn more about how we can assist you in managing your finances effectively.
12549 Louetta Rd, Cypress, TX 77429, United States -
Nichole Forman - State Farm Insurance Agent
● ClosedNichole Forman - State Farm Insurance Agent is a local insurance agency located at 1901 West Loop 289 Access Road in Lubbock, Texas. Our experienced team is dedicated to helping our customers find the right coverage to meet their family's needs. Whether you need help with auto, home, life, or business insurance, we are here to serve you. Spring is here, and we are ready to help you with a fresh start! As the flowers bloom and the grass turns green, it's the perfect time to review your insurance policies and make sure you are getting the best coverage at the best price. Give us a call or visit our office to speak with our office manager, Amanda, who is licensed in all lines and is our Commercial Business guru.
1901 W Loop 289 Acc Rd Ste 4A3, Lubbock, TX 79407, United States -
Adrian Calvio - State Farm Insurance Agent
● OpenAdrian Calvio - State Farm Insurance Agent is a trusted insurance agency located at 801 Farm to Market Road 700 in Big Spring, Texas. Specializing in Life Insurance, Home Insurance, and Auto Insurance, Adrian Calvio is a born and raised resident of Big Spring with a strong educational background, including a M.A. from Texas Tech University and a B.S. from Texas State University- San Marcos. As a past President of the Big Spring Chamber of Commerce and a member of the Howard College Board, Adrian is deeply rooted in the community. With a passion for music and coaching his children in sports, Adrian understands the importance of protecting what matters most to you. Whether you need help navigating a hit and run accident, exploring final expense insurance options, or learning safe driving tips for rural roads, Adrian is here to provide expert guidance and support.
801 FM700, Big Spring, TX 79720, United States -
Elizabeth Lopez - State Farm Insurance Agent
● ClosedElizabeth Lopez - State Farm Insurance Agent is a trusted insurance agency located at 3660 George Dieter Drive in El Paso, Texas, United States. Our team is dedicated to helping people manage the risks of everyday life, recover from the unexpected, and achieve their dreams. We offer a range of insurance and financial services, including life insurance, annuities, and more. At Elizabeth Lopez - State Farm Insurance Agent, we provide valuable tips on preventing car theft and auto break-ins, as well as advice on DIY auto maintenance to combat rising repair costs. We prioritize the security and protection of our customers, and urge against sharing sensitive personal information online.
3660 George Dieter Dr Ste B, El Paso, TX 79936, United States -
Vince Adams - State Farm Insurance Agent
● ClosedVince Adams - State Farm Insurance Agent is an insurance agency located at 5932 River Oaks Boulevard in Fort Worth, Texas. Situated next to the 7-Eleven at the Northwest corner of River Oaks Blvd. and Sam Callaway Dr., our team at Vince Adams State Farm is committed to helping customers manage the risks of everyday life, recover from the unexpected, and achieve their dreams and aspirations. Follow us on Instagram and Facebook at Vince Adams State Farm for updates and tips on home buying, vehicle safety recalls, and the dangers of drunk driving. Remember to avoid sharing sensitive personal information online for your protection. Our friendly team, including Bow Tie Jake, is here to be your "Good Neighbor" and provide guidance on insurance and financial matters. If you have trouble accessing our website, please call (817) 377-3401. Life insurance and annuities are issued by State Farm Life Insurance Company, while deposit products are offered by U.S. Bank National Association. The U.S. Bank National Association is also the creditor and issuer of our credit card, with State Farm VP Management Corp. as a separate entity providing investment services. Please note that neither State Farm nor its agents offer tax or legal advice, so it's important to consult a professional advisor for personalized guidance.
5932 River Oaks Blvd, Fort Worth, TX 76114, United States -
Steve Boulton - State Farm Insurance Agent
● ClosedSteve Boulton - State Farm Insurance Agent is a trusted insurance agency located at 117 North Highway 77 in Waxahachie, Texas. Conveniently situated south of 287 on 77 and north of Walgreens, next to the Snow Cone Stand, our red brick building on the west side of 77 is easily accessible. We specialize in providing comprehensive insurance coverage for your home, offering policies tailored to meet your specific needs and protect your investment. Our team is dedicated to ensuring that you have the right coverage, understanding all policy details, forms, and exclusions.
117 N Hwy 77 Ste 101, Waxahachie, TX 75165, United States -
Farmers Insurance - Raman Ahluwalia
● OpenFarmers Insurance - Raman Ahluwalia, located at 1750 Valley View Lane in Dallas, Texas, is your local insurance agency dedicated to helping customers find the coverage that best suits their needs. With over 80 years of experience, Farmers Insurance offers a range of insurance options including auto, home, renters, business, life, and more. Whether you're looking for comprehensive coverage, medical payments, or discounts, our knowledgeable agents are here to guide you through the process. We understand the importance of protecting your assets and future earnings, which is why we offer personalized insurance plans tailored to your specific needs. Contact us today to learn more about how Farmers Insurance can help you reach your financial goals.
1750 Valley View Ln Ste 210, Dallas, TX 75234, United States -
Cody Sweat - State Farm Insurance Agent
● ClosedCody Sweat - State Farm Insurance Agent is an insurance agency located at 415 East Boling Highway in Wharton, Texas, United States. Cody Sweat, originally from Brazoria, TX, is dedicated to helping others with their life insurance and financial service needs. With a background in oilfield and a bachelor's degree from the University of Houston in Victoria, Cody is committed to serving the community and making it a better place to live, work, and conduct business. Kayla Spacek, a member of Cody Sweat's team, is also passionate about educating and assisting the community with their insurance needs. She is a notary and has licenses in home, auto, life, health, and commercial insurance. Kayla takes pride in providing exceptional customer service and is always ready to lend a helping hand.
415 E Boling Hwy, Wharton, TX 77488, United States -
David Turnage - State Farm Insurance Agent
● ClosedDavid Turnage - State Farm Insurance Agent is a reputable insurance agency located at 10540 Farm to Market Road 1488 in Magnolia, Texas, United States. Our mission is to help as many people as possible by taking the time to ensure customers understand their insurance policies before making a purchase. We specialize in Auto insurance, Home insurance, Life insurance, Business insurance, and more. Our dedicated agent, Emily, is committed to assisting you with your insurance needs, whether it's Auto, Home, or Life insurance. We also provide valuable information on various topics such as renting an apartment responsibly, teaching teens to drive safely, and the dangers of drunk driving.
10540 FM 1488 #170, Magnolia, TX 77354, United States -
Jeremy Hooter - State Farm Insurance Agent
● ClosedWelcome to the Jeremy Hooter State Farm Agency located at 8809 Broadway Street in Pearland, Texas. We are a full-service insurance agency serving the entire State of Texas, with a focus on relocations to Houston and surrounding areas. Our dedicated team offers a range of insurance services including car, home, and life insurance. We also provide Notary Public services at no charge and have team members who speak Spanish and Vietnamese to assist you. Jeremy Hooter, the owner of the agency, has over 30 years of State Farm Insurance experience. He is a proud resident of Pearland and is committed to helping clients secure their financial future. Whether you are facing a major life crisis or simply need advice on retirement and divorce, our team is here to help.
8809 Broadway St Ste C, Pearland, TX 77584, United States -
Kyle Sherburne - State Farm Insurance Agent
● ClosedKyle Sherburne - State Farm Insurance Agent is a trusted insurance agency located at 2833 Riley Fuzzel Road in Spring, Texas, United States. Situated in the New Wal-Mart Shopping Center at Grand Parkway and Rayford Road, our team is dedicated to providing personalized insurance solutions to meet your needs. We offer telematics services to help you share important information from your vehicle with us, ensuring you have the coverage you need. Our experienced agents can help you navigate retirement investments and make adjustments to meet your financial goals.
2833 Riley Fuzzel Rd Ste 200, Spring, TX 77386, United States -
State Farm: Trey Guidry
● ClosedState Farm: Trey Guidry is an insurance agency located at 107 1st Street East, Humble, Texas, United States. Situated just 1 block East of Hwy 59 on Business FM 1960, across from Firestone, the Trey Guidry State Farm Insurance office specializes in serving the insurance and financial needs of residents relocating to the Harris County area. Trey Guidry is a Second Generation State Farm Insurance Agent with over 50 years of combined State Farm experience. The team of licensed Insurance Professionals at this office can assist with Auto Insurance, Homeowners Insurance, Life Insurance, Financial Services, and Commercial lines of Insurance for small business owners in the Humble, TX area. They have received numerous awards, including State Farm Presidents Club, State Farm Legion of Honor Qualifier, State Farm Ambassador Club Qualifier, and State Farm National Convention Qualifier. The team is dedicated to providing personalized insurance quotes and ensuring clients have the correct coverage for their specific needs. Additionally, they offer tips on avoiding dangers such as drunk driving, critical driving errors, and passenger safety. For assistance in English or Spanish, contact Daisy, a customer service expert fluent in both languages. Investors can obtain important information about investment options by visiting the prospectus page on statefarm.com. Securities distributed by State Farm VP Management Corp. Life Insurance and annuities are issued by State Farm Life Insurance Company and State Farm Life and Accident Assurance Company. State Farm VP Management Corp. is a separate entity from State Farm entities providing banking and insurance products. Please consult a tax or legal advisor for personalized advice regarding your circumstances.
107 1st St E 100 Suite 100, Humble, TX 77338, United States -
Ben Benoit - State Farm Insurance Agent
● ClosedBen Benoit - State Farm Insurance Agent is an insurance agency located at 3345 Gulf Freeway, Dickinson, Texas, United States. Situated in a shopping center on the Northeast side of I-45 and FM 517, this local agency is led by Ben Benoit, a State Farm agent since 2012. Ben, a Louisiana native now residing in Texas, prioritizes keeping the customer first and providing personalized recommendations. With a focus on ensuring that you and your loved ones are protected, Ben Benoit - State Farm Insurance Agent offers virtual appointments to review insurance and financial needs, especially during the colder months. As Valentine's Day approaches, the agency emphasizes the importance of protecting loved ones with Personal Price Plans tailored to individual needs.
3345 Gulf Fwy, Dickinson, TX 77539, United States -
Farmers Insurance - Paula Smith
● OpenFarmers Insurance - Paula Smith is a local insurance agency located at 624 West Main Street in League City, Texas. As your Farmers agent in Houston, TX, Paula Smith is dedicated to helping customers find the best insurance coverage to suit their needs. With over 80 years of experience, Farmers Insurance offers a variety of coverage options including auto, home, renters, business insurance, and more. Paula Smith can help you navigate through the complexities of insurance, whether you're looking for comprehensive coverage, collision coverage, deductibles, or medical payments. Protecting your most valuable possessions, such as your home, is essential. Farmers Insurance has a solid reputation for providing reliable insurance products and competitive rates. Whether you need home insurance, renters insurance, or condo insurance, Paula Smith can help you find the right coverage to protect your personal belongings.
624 W Main St Ste 101, League City, TX 77573, United States -
Brent Allen - State Farm Insurance Agent
● ClosedBrent Allen - State Farm Insurance Agent is a trusted insurance agency located at 12701 West State Highway 29, Liberty Hill, Texas, United States. The agency offers a range of insurance services including Auto Insurance, Home Insurance, Life Insurance, Renters Insurance, and Business Insurance. The team at Brent Allen - State Farm Insurance Agent consists of knowledgeable and dedicated professionals who are committed to providing excellent customer service. From Kenny, Yari, Jake, Donna, Julie, Heather, to Jarrod, each team member brings a unique set of skills and experiences to help meet your insurance needs.
12701 W State Hwy 29 #3, Liberty Hill, TX 78642, United States -
Allison Dickmann - State Farm Insurance Agent
● ClosedAllison Dickmann - State Farm Insurance Agent is an insurance agency located at 4402 Williams Drive in Georgetown, Texas, United States. Serving the Georgetown area with a focus on resident relocations to Williamson County, the agency offers a range of Insurance and Financial Services. Allison Dickmann has been a State Farm Agent since 2014 and is an active member of the Sun City Rotary Club and the Georgetown Chamber of Commerce. The team of licensed Insurance Professionals at Allison Dickmann's office can assist with Auto Insurance, Homeowners Insurance, Renters Insurance, Motorcycle Insurance, Life Insurance, Financial Services, and Commercial lines of Insurance for small business owners. Customers can expect personalized service to find the correct Insurance coverage for their specific needs. The office also offers tips on avoiding the dangers of drinking and driving, financial planning for home renovations or other dreams, and discussions about finances before marriage. The office is committed to protecting customers' sensitive personal information and provides a range of services to meet various insurance needs. Customers can contact the office for a Personal Price Plan and speak with licensed professionals like Kelci, Cristina, and Jessica who are dedicated to helping customers find the right coverage. For any inquiries, customers can call (512) 868-1088. Additionally, the office provides important information about investment products and services, and is affiliated with State Farm entities offering banking and insurance products. Customers are advised to consult a tax or legal advisor for personalized advice.
4402 Williams Dr #110, Georgetown, TX 78628, United States -
Court Stotts - State Farm Insurance Agent
● ClosedCourt Stotts - State Farm Insurance Agent is a reputable insurance agency located at 514 Fort Mc Gruder Lane in Austin, Texas. With 15 years of experience in the industry, Court Stotts is a second-generation State Farm agent dedicated to serving the community. He is actively involved in various community organizations and initiatives, believing in the importance of giving back. As a husband and father of three, Court understands the significance of protecting what matters most. Whether you need auto, home, life, or any other insurance coverage, Court is committed to providing exceptional customer service and helping you make informed decisions. If you have questions or need assistance, don't hesitate to reach out to Court Stotts. He looks forward to working with you as your long-term partner in safeguarding your future. Please note that sensitive personal information should not be included in communications with the agency.
514 Fort Mc Gruder Ln, Austin, TX 78704, United States -
Bison Wealth Strategies
● OpenBison Wealth Strategies is a comprehensive finance, health, and insurance agency located at 1319 4th Avenue in Canyon, Texas, United States. Our team of dedicated professionals is committed to helping individuals and families achieve their financial goals and protect their assets. We offer a range of services including investment planning, retirement planning, insurance coverage, and health benefits. With our expertise and personalized approach, we strive to provide our clients with peace of mind and financial security. Visit Bison Wealth Strategies today to start planning for a brighter future.
1319 4th Ave, Canyon, TX 79015, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 2600 Paramount Boulevard in Amarillo, Texas, United States. With a strong focus on providing financial planning, investment, and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their future. The institution prides itself on its commitment to excellence, integrity, and personalized service, making it a trusted partner for clients looking to build a secure financial foundation.
2600 Paramount Blvd, Amarillo, TX 79109, United States -
The Curl Agency - Northwestern Mutual
● OpenThe Curl Agency - Northwestern Mutual is a finance and insurance agency located in Amarillo, Texas. Our dedicated team of professionals is committed to helping individuals and families achieve financial security and peace of mind through our comprehensive range of insurance and investment products. With a focus on personalized service and tailored solutions, we strive to build long-lasting relationships with our clients and provide them with the guidance and support they need to reach their financial goals. Visit us at 4500 Interstate 20 to learn more about how we can help you secure your future.
4500 I-20 Ste A, Amarillo, TX 79106, United States -
Northwestern Mutual
● ClosedNorthwestern Mutual is a reputable finance and insurance agency located at 4500 Interstate 20 in Amarillo, Texas, United States. With a strong focus on providing financial security and peace of mind to its clients, Northwestern Mutual offers a wide range of insurance and investment products tailored to meet individual needs. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and plan for a secure future. Whether you are looking for life insurance, retirement planning, or investment services, Northwestern Mutual is committed to providing top-notch financial solutions and excellent customer service.
4500 I-20 A, Amarillo, TX 79106, United States -
Bankers Life
● ClosedBankers Life, located at 3223 South Loop 289 in Lubbock, Texas, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Anthem, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the need for long-term care, it's important to be prepared and have discussions with loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. If you're interested in helping your community achieve a financially secure retirement, our award-winning training programs and flexible schedules can set you up for success. Join us at Bankers Life and achieve more in your career.
3223 S Loop 289 Ste 260, Lubbock, TX 79423, United States -
Lobelia Minjarez, Bankers Life Agent
● OpenLobelia Minjarez, Bankers Life Agent is a reputable insurance agency located at 3223 South Loop 289 in Lubbock, Texas. Specializing in providing personalized insurance solutions, Lobelia Minjarez offers a range of insurance products to meet the unique needs of individuals and families. With a commitment to exceptional customer service and expertise in the insurance industry, clients can trust Lobelia Minjarez to help them find the right insurance coverage to protect their assets and loved ones. Contact Lobelia Minjarez, Bankers Life Agent today to learn more about their insurance offerings and how they can help you secure your financial future.
3223 S Loop 289 Ste 260, Lubbock, TX 79423, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a well-established finance and insurance agency located at 5870 Onix Drive in El Paso, Texas. With a strong presence in the United States, Northwestern Mutual offers a range of financial services and insurance products to help individuals and families achieve their financial goals and protect their assets. Their experienced team of professionals is dedicated to providing personalized solutions and guidance to clients, ensuring their long-term financial security. Whether you are looking for investment advice, retirement planning, or insurance coverage, Northwestern Mutual is committed to helping you build a secure financial future.
5870 Onix Dr A, El Paso, TX 79912, United States -
Pereyda Financial
● ClosedPereyda Financial is a reputable health insurance agency located in El Paso, Texas. Situated at 12496 Montana Avenue, Pereyda Financial is dedicated to providing top-notch insurance services to individuals and families in the area. With a team of experienced professionals, Pereyda Financial offers a wide range of health insurance options to suit the unique needs of each client. Whether you are looking for coverage for yourself or your family, Pereyda Financial is committed to helping you find the right insurance plan at an affordable price. Contact Pereyda Financial today to learn more about their services and how they can assist you in securing the health insurance coverage you need.
12496 Montana Ave suite 42, El Paso, TX 79938, United States -
Secure Plus Financial
● ClosedSecure Plus Financial is a trusted institution located at 4002 Paredes Line Road in Brownsville, Texas. Specializing in accounting, finance, health, and insurance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to our clients. Whether you need assistance with tax preparation, investment strategies, health insurance coverage, or any other financial need, we are here to help. With a commitment to security and reliability, Secure Plus Financial is your go-to agency for all your financial needs.
4002 Paredes Line Rd #15, Brownsville, TX 78526, United States
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