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TOP 30 Secure financial management services in Live Oak, TX
14 results found
Search for local businesses, places and services near you
Live Oak Investors - Private Wealth Mgmt
Live Oak Investors - Private Wealth Management is a premier financial institution located in Boerne, Texas. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to guide you every step of the way. Visit us at 114 Oak Park Drive to learn more about how we can help you secure your financial future.
Open Range Financial Group, LLC
Open Range Financial Group, LLC is a trusted financial services firm located in Manvel, Texas, serving retired residents and soon-to-be retirees in the greater Houston area. With decades of experience and a commitment to your success, our advisors will help you navigate the complex decisions that come with retirement planning. We offer personalized financial plans tailored to your individual needs, goals, and risk tolerance, ensuring that you can retire with confidence in your long-term financial security. Our comprehensive services include financial goal planning, asset management, insurance planning, tax-smart investment strategies, charitable giving strategies, and estate planning assistance. We believe in tax diversity in retirement planning and will work with you to create a customized plan that minimizes your overall tax burden. By collaborating with estate planning attorneys, we can help maximize your loved ones' inheritance while minimizing taxes.
Prota Financial
Prota Financial is a fee-only financial planning institution located in Houston, Texas. Our mission is to eliminate confusion, build a plan, and help you grow your wealth. We understand that managing money can be overwhelming, which is why we work with our clients to create personalized financial plans that provide security and peace of mind. Unlike many other financial planners, we focus on both risk and return when managing investments. Our approach to risk management can help minimize the impact of market volatility on your investments, ultimately leading to better long-term results. We also specialize in helping parents save for their children's college education and assist in estate planning to ensure your legacy goals are met.
Merrill Lynch Financial Advisor John C Young
Merrill Lynch Financial Advisor John C Young is a Senior Portfolio Advisor with Merrill Lynch Wealth Management, located at 2800 Post Oak Boulevard in Houston, Texas. With 24 years of experience in the securities industry, John provides personalized wealth strategies and financial solutions tailored to each client's risk tolerance, time horizon, and investment goals. He is dedicated to understanding his clients' priorities and helping them pursue their financial objectives, whether it's planning for retirement, saving for a home, or funding a child's education. John believes in building long-term relationships with his clients, regularly reviewing and adjusting their financial approach to reflect changes in their lives and the markets. As a Chartered Retirement Planning Counselor, John is qualified to offer comprehensive financial planning services to help clients achieve their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, John works with clients to develop customized investment strategies designed to address their financial needs. Whether you're looking to transfer wealth to the next generation or plan for future healthcare expenses, John is committed to helping you turn your financial goals into reality. Contact Merrill Lynch Financial Advisor John C Young to start building a personalized financial plan centered on your goals and priorities.
Merrill Lynch Financial Advisor Donald Craig Fecel
legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Our team at Merrill Lynch Financial Advisor Donald Craig Fecel, located at 2800 Post Oak Boulevard in Houston, Texas, is dedicated to understanding your financial goals and priorities. We work with you to design and implement personalized plans to help manage investment risk and pursue your financial aspirations. Our approach focuses on solutions that can turn your goals into reality, whether you're planning for retirement, saving for a major purchase, or passing wealth to future generations. With access to the resources of Merrill and Bank of America, we develop strategies tailored to your needs.
David E Kunold - Financial Advisor, Ameriprise Financial Services, LLC
David E Kunold - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1 IKEA-RBFCU Parkway, Live Oak, Texas, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution provides investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update approaches, and track progress towards goals. Clients have access to their investments and accounts from any device, securely. The institution focuses on goals such as retirement, education, and major purchases. David E Kunold is registered in states where securities business can be conducted. The initial consultation provides an overview of financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. Clients are bound by the terms of the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. Referrals are appreciated, and the institution will reach out to them soon.
Travis Hughes - Financial Advisor, Ameriprise Financial Services, LLC
Travis Hughes - Financial Advisor at Ameriprise Financial Services, LLC, located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement planning, education funding, and major purchases, Travis provides investment recommendations and portfolio management to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your financial plan stays on track, with the flexibility to adapt as life changes. Access your accounts and track your progress securely from any device. Schedule a complimentary initial consultation to learn more about how Travis can help you reach your financial goals. Stay informed about market trends and potential investment opportunities. Securities business conducted by Travis Hughes is only available in states where he is registered. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing a secure and reliable platform for your financial needs. Contact Travis Hughes today to get started on your path to financial success.
RBFCU Wealth Mgmt, The Garner Davis Group, a financial advisory practice of Ameriprise Financial Services, LLC
RBFCU Wealth Management, The Garner Davis Group, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. This institution specializes in providing personalized financial planning services tailored to individual goals and risk tolerance. They offer investment recommendations, asset allocation strategies, and portfolio analysis to help clients track their progress towards financial objectives such as retirement or education savings. Clients can access their investments and accounts securely from any device and receive regular meetings to review and update their financial plans as needed. The team at RBFCU Wealth Management is dedicated to helping clients achieve their financial goals and offers complimentary initial consultations to get started.
RBFCU Investments Group - Ameriprise Financial Services, LLC
RBFCU Investments Group - Ameriprise Financial Services, LLC is a finance institution located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. With background and qualification information available on FINRA's BrokerCheck website, we offer a range of services to help clients navigate the complexities of wealth management and estate planning. Our team of Ameriprise financial advisors can provide personalized guidance to help you achieve your financial goals and plan for the future. Whether you are looking to preserve your wealth, minimize tax implications, or pass on assets to the next generation, we are here to help. Please note that Ameriprise financial advisors are registered to do business in certain U.S. states, so be sure to check the advisor's personal website or FINRA's BrokerCheck website for additional details. Contact us today to schedule a consultation and start planning for a secure financial future.
Bethany Davis - Financial Advisor, Ameriprise Financial Services, LLC
Bethany Davis is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. Bethany holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and tax planning. Bethany is dedicated to providing expert financial advice to individuals and small business owners, with a focus on helping clients achieve their financial goals and secure their financial future.
James Herring - Program Manager, Ameriprise Financial Services, LLC
James Herring, Program Manager at Ameriprise Financial Services, LLC, located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, is dedicated to helping clients achieve their financial goals. With a focus on retirement, education, and major purchases, James provides personalized investment and portfolio recommendations based on individual goals and risk tolerance. Regular meetings and progress tracking ensure that strategies are updated as life changes. Clients can access their investments and accounts securely from any device. James is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. A complimentary initial consultation provides an overview of financial planning concepts. Ameriprise Financial cannot guarantee future results. Privacy and security are a top priority, with guidelines outlined on the website. Referrals are welcome, and James looks forward to helping friends and family members with their financial goals.
Wilson Community Health Center
Wilson Community Health Center, located at 100 Veterans Drive in Floresville, Texas, is dedicated to providing quality and affordable healthcare for the entire family. As a Federally Qualified Health Center (FQHC), we have a 40 year history of serving residents of Atascosa, Karnes, Live Oak, McMullen, Wilson, and surrounding counties. Our mission is to offer accessible, comprehensive health promotion and care services to all individuals, regardless of age or income. At Wilson Community Health Center, we prioritize the well-being of our patients and strive to ensure their safety and security. We caution our patients to be cautious of any unsolicited calls requesting personal information or financial details. We will never ask for this information over the phone, as we are committed to protecting your privacy.
Kami Vidor - State Farm Insurance Agent
Kami Vidor - State Farm Insurance Agent is a reputable insurance agency located at 4228 Thousand Oaks Drive in San Antonio, Texas. Situated at the intersection of Thousand Oaks & Uhr Ln., across from Wal-Mart and next to H&R Block, our agency is easily accessible for all your insurance needs. With over 20 years of financial services experience, our agency is dedicated to providing exceptional service to our customers. We treat our customers like family and strive to make a positive impact on their lives. Whether you need assistance with auto, home, renters, life, health, small business, RV, motorcycle, or boat insurance, we have you covered.
On-Target Training Courses, LLC
On-Target Training Courses, LLC is a finance institution located at 301 Live Oak Street in Glen Rose, Texas, United States. We offer a wide range of training courses designed to help individuals and businesses improve their financial knowledge and skills. Our experienced instructors provide hands-on, practical training that is tailored to meet the needs of our students. Whether you are looking to enhance your understanding of investment strategies, budgeting techniques, or financial planning, our courses will help you achieve your goals. Join us at On-Target Training Courses, LLC and take the first step towards a more secure financial future.
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