Retirement planning for veterans in Universal City, Texas

Cassie Thompson - State Farm Insurance Agent is a veteran-owned insurance agency located at 8610 Broadway, San Antonio, Texas, United States. We proudly serve our military men and women, offering quick, easy, and free insurance quotes for residents of San Antonio, Leon Valley, Selma, Universal City, and beyond. Our services include home insurance, renters insurance, business insurance, life insurance, health insurance, motorcycle insurance, boat insurance, RV insurance, antique vehicle insurance, and financial services. Our experienced team, led by Cassie Thompson, MBA graduate from the University of Phoenix, is dedicated to managing risk and helping you achieve your dreams. Visit our office for 24/7 quotes, service, and claim assistance. Remember, for your protection, please do not include sensitive personal information when contacting us. Call us at (210) 822-2220 for more information.

Catholic Life Insurance is a trusted insurance agency located at 1201 C Street in Floresville, Texas, United States. With a focus on providing financial security and peace of mind to individuals and families, Catholic Life Insurance offers a range of insurance products tailored to meet the unique needs of its clients. Whether you are looking for life insurance, annuities, or retirement planning services, the dedicated team at Catholic Life Insurance is committed to helping you protect what matters most. Contact us today to learn more about our services and how we can assist you in planning for the future.

Merrill Lynch Financial Advisor Benjamin H Taylor is a finance institution located at 17802 Interstate 10, San Antonio, Texas, United States. Ben Taylor, a U.S. Army Armor Officer veteran, has been with Merrill Lynch since 1998 and holds a B.A. in History from Trinity University and an M.B.A from Webster University. He is a CERTIFIED FINANCIAL PLANNER™ and holds Series 7 and 66 FINRA registrations. Ben focuses on creating personalized strategies for individuals and families to help them achieve their financial goals, including retirement and estate planning. He is actively involved in his community and is passionate about helping clients manage and grow their wealth. With access to the resources of Merrill and Bank of America, Ben and his team provide personalized service to build strong client relationships based on trust. They work with clients to develop customized investment approaches that align with their goals and priorities, helping them navigate the complexities of their financial lives. Ben believes in the power of understanding his clients' aspirations and designing plans to turn their goals into reality. By staying informed and addressing changes in clients' lives and the market, Ben helps clients stay on track to achieve what matters most to them. Whether it's planning for retirement, buying a home, or funding education, Ben is dedicated to helping clients live their best financial lives.

First Command Financial Advisor - Sherry Neeley is a trusted institution located at 2101 Pat Booker Road in Universal City, Texas, United States. Specializing in finance, Sherry Neeley provides expert financial advice and personalized strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, First Command Financial Advisor - Sherry Neeley is dedicated to helping individuals and families secure their financial future.

First Command District Advisor - Jason Smith is a financial institution located at 2101 Pat Booker Road in Universal City, Texas, United States. This institution provides financial services and is dedicated to helping individuals achieve their financial goals. The webpage contains a testimonial from a Financial Advisor for First Command Financial Services, Inc., sharing their positive experience working with their District Advisor. This testimonial is meant to assist individuals in determining if a career as a Financial Advisor is right for them, and is not an advertisement for First Command's products or services. The Financial Advisor who provided the testimonial is a paid employee or independent contractor of First Command and is supervised by the District Advisor. It is important to note that the testimonial may not be representative of the experience of other First Command Financial Advisors and does not guarantee future success. First Command does not discriminate in recruiting Financial Advisors based on race, color, religion, national origin, sex, marital status, disability, age, or veteran status. All information provided by individuals interested in becoming a Financial Advisor will be carefully reviewed, but the submission of an application does not guarantee an opportunity to enter into a Financial Advisor/Agent Agreement with First Command.

Merrill Lynch Financial Advisor Brian Campbell is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. With 6 years of experience in the financial services industry, Brian focuses on serving business owners, veterans, and families. He holds a bachelor's degree in History from The University of Houston and a Master of Business Administration in Finance and Investment Management from the University of Houston - Downtown. The institution is actively involved in the community, volunteering for organizations supporting Veteran causes and education. Merrill Personal Wealth Analysis™ is offered to build and document personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The institution offers advice and guidance based on clients' goals and priorities, focusing on helping individuals achieve their financial objectives. With access to Merrill's investment insights and banking solutions from Bank of America, the institution works with clients to develop customized approaches to address financial needs. Regular check-ins and adjustments to financial plans are made to ensure clients stay on track to achieve their goals. The institution believes in getting to know clients personally to create financial approaches that reflect individual personalities and priorities. Merrill Lynch Financial Advisor Brian Campbell is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions. Clients are encouraged to consult legal and tax advisors before making financial decisions. The institution provides a broad range of brokerage, investment advisory, and other services to help clients live their best financial lives.