TOP 30 Retirement lifestyle consultants in Texas
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BenjaminBL Plumbing
BenjaminBL Plumbing is a trusted institution located at 4801 South Congress Avenue in Austin, Texas. As a general contractor, home goods store, plumber, and store all in one, we offer reliable residential and commercial plumbing services in Travis, Hays, and Williamson counties. Our mission is to educate and consult with our customers to ensure they make the best decisions for their plumbing needs. With a variety of pricing options to fit any lifestyle, we strive to provide professional and honest services. Our team, led by a retired Corpsman for the US Navy, is fully licensed and insured, ensuring your home is in capable hands. From project management to complete plumbing services, we are dedicated to resolving your plumbing problems efficiently and accurately. Our customers rave about our professionalism, honesty, and quality of work. Trust BenjaminBL Plumbing for all your plumbing needs in Austin.
April Jones
April Jones is a health, pharmacy, and store institution located at 1201 Ferris Avenue in Waxahachie, Texas, United States. We provide a wide range of healthcare products and services to meet the needs of our community. Our friendly and knowledgeable staff are dedicated to helping you find the right solutions for your health and wellness needs. Visit us today for all your pharmacy and health-related needs.
Merrill Lynch Financial Advisor Shannon T Soileau
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.
Merrill Lynch Financial Advisor Taylor Vincent Meighen Fertitta
Merrill Lynch Financial Advisor Taylor Vincent Meighen Fertitta is a finance institution located at 7675 Folsom Drive, Beaumont, Texas, United States. Our team of experienced advisors is committed to working with you one-on-one to develop a personalized financial strategy tailored to help you achieve your long-term goals. We believe in focusing on your unique concerns, priorities, and financial resources, rather than just the market. Our wealth management philosophy is centered on understanding your life as the foundation for recommending appropriate financial strategies to help you pursue your goals. John Mathews, with 39 years of experience, specializes in educating refinery and plant workers on growing and preserving their wealth during their working years and retirement. We offer thorough understanding of 401(k) and pension plans in select refineries and plants in Texas and surrounding areas. Our team is dedicated to helping you navigate life's changes and develop a personalized investment strategy aligned with your lifestyle goals. With access to the global resources of Merrill and Bank of America, we can provide personalized wealth management strategies to help you pursue your goals. Contact us today to schedule an appointment and take a step towards being more informed about your retirement.
Holistic Planning
Holistic Planning is a finance institution located at 777 East Austin Street in Nacogdoches, Texas, United States. At Holistic Planning, we offer sound fiduciary advice without any commissions. Our team of fiduciary advisors works closely with our CPAs to bring all aspects of your financial life together under one roof. Unlike other financial institutions, we do not have any proprietary products to sell. Our competitive advantage lies in our dedicated team of professionals who partner with you for life to continually refine and optimize your financial strategy. When you partner with Holistic Planning, you have access to our entire team who collaborates to deliver holistic advice in a way you never thought possible.
Oakie Lodge
Oakie Lodge is a premier real estate and travel agency located at 124 Eagleview Circle in Pottsboro, Texas, United States. Our dedicated team of professionals is committed to providing top-notch services for all your real estate and travel needs. Whether you are looking to buy or sell a property, or plan your next vacation, Oakie Lodge is here to help. With a wealth of knowledge and experience in the industry, we strive to make your real estate transactions and travel arrangements as seamless and stress-free as possible. Contact us today to learn more about how Oakie Lodge can assist you in achieving your real estate and travel goals.
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