Secure financial management services in Mission, Texas
85 results found
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GWA Financial, LLC
● ClosedGWA Financial, LLC is a reputable financial institution located at 9620 Texas 107 in Mission, Texas, United States. We offer a wide range of financial services including investment management, retirement planning, insurance, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial objectives.
9620 TX-107, Mission, TX 78573, United States -
Nylife Securities LLC
● OpenNylife Securities LLC is an insurance agency located at 242 East 3rd Street, Hereford, Texas, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to your needs and budget. Their services include investing policy cash value in the market, assistance with everyday tasks, income replacement due to sickness or injury, professionally managed investments, and guidance on creating an investment strategy. They also provide insurance for employees, executives, and small businesses, as well as support for bereavement, education, workplace initiatives, and local communities. With over 12,000 agents nationwide, Nylife Securities LLC offers tailored solutions to meet your financial needs and goals. They have been in business since 1845 and are committed to making a positive impact in the communities they serve. Their mission is to help individuals, families, and communities thrive, and they offer resources and tools to help you prepare for the future.
242 E 3rd St, Hereford, TX 79045, United States -
O.G. Financial Services
● ClosedO.G. Financial Services is a comprehensive financial institution located at 10320 West Mile 7 Road in Mission, Texas. We offer a wide range of services including accounting, finance, health, and insurance agency services. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you need assistance with tax preparation, retirement planning, health insurance, or any other financial matter, O.G. Financial Services is here to help. Contact us today to schedule a consultation and learn more about how we can assist you.
10320 ⛉ West Mile 7 Rd Suite 3, Mission, TX 78573, United States -
Mission & Vision Financial Freedom
● ClosedMission & Vision Financial Freedom is a finance and insurance agency located at 1160 Dairy Ashford Road in Houston, Texas, United States. We represent the most solid and reliable insurance companies in the country and are committed to providing personalized solutions for your unique financial needs. Our team of dedicated professionals is always ready to serve you and help you achieve your goals and dreams. At Mission & Vision, we strive to be the most reliable insurance and financial services company in the market, focusing on excellence in service, innovation, and having the best work team. We are driven by a mission and purpose to help you plan for your financial future and ensure the well-being of you and your loved ones. Contact us today to find the right insurance for your specific needs.
1160 Dairy Ashford Rd Suite 388, Houston, TX 77079, United States -
Security Finance
● ClosedSecurity Finance is a reputable accounting and finance institution located at 313 East Tom Landry Street in Mission, Texas, United States. With a dedicated team of professionals, they offer a wide range of financial services to help individuals and businesses manage their finances effectively. Whether you need assistance with budgeting, loans, or investments, Security Finance is committed to providing expert guidance and personalized solutions to meet your financial needs. Visit them today to secure your financial future.
313 E Tom Landry St Suite B, Mission, TX 78572, United States -
Moore Financial Services
● ClosedMoore Financial Services is a leading institution located at 600 West 6th Street in Fort Worth, Texas, United States. With a mission to help small business owners successfully build their business credit, Moore Financial Services has a proven track record of helping over 80% of their clients get their business loans approved - almost 4X the national average. Their team of experts will assist you in getting the business financing you deserve, whether it be through securing loans, grants, or contracts. With a focus on optimizing your business' credit profiles and online presence, Moore Financial Services ensures that your business has the credibility it needs to secure maximum funding.
600 W 6th St Floor 4, Fort Worth, TX 76102, United States -
Reliance Retirement Services
● OpenReliance Retirement Services is a finance institution located at 315 North Shary Road in Mission, Texas, United States. Our dedicated team of financial experts is committed to helping individuals plan and secure their financial future during retirement. We offer a range of retirement planning services including investment management, estate planning, and insurance solutions. With a focus on personalized service and tailored financial strategies, we strive to provide our clients with peace of mind and confidence as they navigate their retirement years. Visit us today to start planning for a secure and comfortable retirement.
315 N Shary Rd #1026, Mission, TX 78572, United States -
Virtus Wealth Management
● ClosedVirtus Wealth Management is a finance institution located at 2535 East Southlake Boulevard in Southlake, Texas. As independent financial advisors, we focus on developing long-term strategies for our clients to prepare for a financially-secure future, managing risk and looking at the big picture rather than short-term gains. Our mission is to provide innovative, sophisticated, and highly customized wealth management solutions that address all aspects of our clients' finances. We tailor our services to meet each client's specific needs and goals. Our firm was formed in 2016 through a merger of two well-established Texas wealth management firms. We believe in educating, empowering, and involving our clients in the planning of their financial futures, regardless of their age, life stage, or financial situation. We operate under a fiduciary standard, ensuring that we always act in our clients' best interests. Our services include financial advice, estate planning, investing strategies, retirement planning, risk management, asset management, and personalized service. Join us in a community of individuals who value character, excellence, and worth in their wealth management. Contact us to learn more about how we can help you achieve your financial goals.
2535 E Southlake Blvd # 100, Southlake, TX 76092, United States -
Mark Muecke Capital Management
● OpenMark Muecke Capital Management is a finance institution located at 404 East Ramsey Road in San Antonio, Texas, United States. Our mission is to exceed our clients' investment goals by applying a disciplined approach to wealth management. We believe in transparency and educating our clients about their investments to help them achieve greater financial independence and security. We prioritize building long-term relationships based on trust, excellent client service, and integrity.
404 E Ramsey Rd Ste 108, San Antonio, TX 78216, United States -
Next Step Financial Transitions
● ClosedNext Step Financial Transitions is a finance institution located in Houston, Texas, United States. Our mission is to help families make their dreams a reality one financial decision at a time. We offer flat-fee financial planning services with no account minimums, ensuring that you don't need a large portfolio to qualify. Our no-sales approach means we won't push unnecessary or unproductive financial products on you. At Next Step Financial Transitions, we take the time to get to know you – your values, goals, and personality. This allows us to create a personalized financial plan tailored to your needs and situation. We work with a third-party manager and custodian for investment management, helping you create the right investment portfolio that aligns with your goals and risk tolerance.
118 Vintage Park Blvd., #W734, Houston, TX 77070, United States -
Joseph Hopkins & Associates, DBA Mission Retirement
● ClosedJoseph Hopkins & Associates, DBA Mission Retirement is a finance institution located at 11619 Spring Cypress Road in Tomball, Texas, United States. We specialize in helping individuals de-stress and plan for a relaxing retirement. Our Mission Retirement Master Plan allows us to assess your current financial situation and tailor a plan to meet your retirement needs. Whether you are concerned about risk in your portfolio or looking to maximize your retirement savings, we are here to help. Our independent financial services firm offers a variety of insurance products and personalized recommendations to help you achieve your retirement goals. Contact us today to receive your Mission Retirement Master Plan and start planning for a secure financial future. Please note that our firm does not provide tax, legal, or investment advice, and we encourage individuals to seek guidance from qualified professionals regarding their personal situation.
11619 Spring Cypress Rd Suite B, Tomball, TX 77377, United States -
Merrill Lynch Financial Advisor David A. Gray
● ClosedMerrill Lynch Financial Advisor David A. Gray is a renowned finance institution located at 15375 Memorial Drive in Houston, Texas. With decades of experience, David provides personalized wealth management services to affluent clients in Houston, throughout Texas, and across the country. Specializing in working with business owners, executives, attorneys, and engineers, David implements financial strategies tailored to each client's life priorities. He is dedicated to formulating and executing thoughtful, planning-based approaches to address diverse needs and goals. David coordinates with clients' CPAs and attorneys to develop risk-managed financial and retirement income strategies, including Social Security maximization and legacy planning. As a Houston native and graduate of Texas A&M University, David is committed to building strong client relationships based on trust and personalized service. His team at Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial goals by understanding their aspirations and providing customized investment strategies. With access to the global resources of Merrill and banking solutions from Bank of America, David works with clients to develop approaches designed to address their financial needs and pursue their goals. His mission is to understand each client's unique situation and help them design and implement personalized plans to manage investment risk and achieve financial goals. By staying in touch with clients to discuss changes in their lives and financial markets, David ensures that their financial approach remains aligned with their evolving needs and priorities. Through ongoing reviews and adjustments, David helps clients stay on track to achieve what matters most to them. With a focus on building a dedicated one-on-one relationship with each client, Merrill Lynch Financial Advisor David A. Gray is committed to putting clients first and helping them navigate the complexities of their financial lives.
15375 Memorial Dr Suite 400, Houston, TX 77079, United States -
Prota Financial
● ClosedProta 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.
1980 Post Oak Blvd #100, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Albert L Russell
● ClosedLynch Financial Advisor Albert L Russell, located at 2951 Ranch Road 620 South, Austin, Texas, United States, is a reputable finance institution offering personalized wealth management services. With over 30 years of experience in the industry, Al Russell, as a First Vice President and Senior Resident Director, works closely with individuals and families nationwide to develop innovative strategies tailored to their financial goals. Clients range from athletes and business owners to retired professionals, reflecting the institution's diverse expertise. Al Russell's dedication to giving back to the community is evident through his volunteer work with organizations supporting women's well-being and children's education. His team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide comprehensive financial solutions.
2951 Ranch Rd 620 S, Austin, TX 78738, United States -
Mission Capital Advisors
● ClosedMission Capital Advisors is a finance institution located in West Lake Hills, Texas, United States. Founded in 2002, Mission Capital is a technology-forward real estate capital markets firm that focuses on providing deep client service. They offer asset sales, capital raising platforms, diligence, and consulting services to institutional and governmental clients to help them achieve liquidity and optimize portfolio strategy throughout the credit cycle. Mission Capital represents top financial institutions, investors, and government agencies in the sale of performing, sub-performing, and non-performing debt secured by various types of collateral. They also provide due diligence and collateral document curative solutions for institutional clients involved in buying, selling, managing, and securitizing loans.
1120 S Capital of Texas Hwy, West Lake Hills, TX 78746, United States -
Grace Lane Financial Partners
● OpenGrace Lane Financial Partners is a finance institution located at 317 Grace Lane in Austin, Texas, United States. We are dedicated to helping you make space for the things in life that truly matter to you. Our firm offers financial planning and investment management services, with a focus on maximizing your life experiences both now and in the future. At Grace Lane, we work in partnership with you to understand your background, philosophy, needs, and objectives. We create a personalized financial plan that aligns with the things that bring joy and purpose to your life. Our goal is to inspire you to live your best life possible and make confident financial decisions that support your goals.
317 Grace Ln Ste. 250, Austin, TX 78746, United States -
ML&R Wealth Management LLC
● ClosedML&R Wealth Management LLC, located at 401 Congress Avenue in Austin, Texas, is a finance institution that has been empowering individuals, businesses, and non-profit organizations since 1997. Our team of experienced wealth management advisors in Austin focuses on providing personalized services tailored to your unique financial goals and priorities. Whether you are seeking wealth management services, retirement planning for your employees, or long-term guidance for your non-profit organization, ML&R Wealth Management is here to help. We work with high net-worth clients with portfolios starting at $1 million, offering one-on-one consultations to create customized financial plans based on the science of capital markets.
401 Congress Ave. STE 1100, Austin, TX 78701, United States -
Merrill Lynch Financial Advisor Rachel Anderson Malone
● ClosedMerrill Lynch Financial Advisor Rachel Anderson Malone is a prestigious finance institution located at 5128 Apache Plume Road, Suite 240, Fort Worth, Texas, United States. The institution takes pride in its dedicated team of advisors who have received recognition for their exemplary client service from financial industry publications and Bank of America Corporation. The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. The institution's mission is to understand each client's unique needs and goals, and to design and implement a personalized financial plan to help them pursue their objectives while managing investment risk. By focusing on potential solutions that can turn goals into reality, the advisors at Merrill Lynch Wealth Management aim to help clients achieve financial success.
5128 Apache Plume Rd Suite 240, Fort Worth, TX 76109, United States -
Mission Advisors
● OpenMission Advisors is a finance institution located at 112 E East Pecan Street in San Antonio, Texas. Our team of experienced advisors is dedicated to helping our clients achieve their financial goals through personalized investment strategies and expert financial planning. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, our team is here to provide guidance and support every step of the way. Trust Mission Advisors to help you secure a prosperous financial future.
Weston Centre, 112 E E Pecan St #1425, San Antonio, TX 78205, United States -
John Luke Financial LLC
● ClosedJohn Luke Financial LLC is a reputable finance institution located at 2219 Sawdust Road in Spring, Texas, United States. With a team of experienced financial experts, we provide a wide range of services including investment management, retirement planning, wealth management, and financial consulting. Our mission is to help our clients achieve their financial goals and secure their financial future. Visit us today and let us help you navigate the complexities of the financial world.
2219 Sawdust Rd STE 203, Spring, TX 77380, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a leading finance institution located at 1111 West 6th Street in Austin, Texas, United States. They specialize in providing comprehensive financial planning services to help individuals and families achieve their financial goals. With a team of experienced financial advisors, Edelman Financial Engines offers personalized investment strategies, retirement planning, wealth management, and more. Their mission is to empower clients to make informed decisions about their finances and secure their financial future.
1111 W 6th St Building B, Suite 310, Austin, TX 78703, United States -
LifeLong taxes & financial services
● ClosedLifeLong Taxes & Financial Services is a reputable institution located at 2901 Flores Road in Mission, Texas, United States. Specializing in accounting and finance, our dedicated team of professionals provides a wide range of services to help individuals and businesses manage their taxes and financial needs effectively. With a commitment to excellence and personalized attention, we strive to ensure our clients receive the highest level of service and expertise. Whether you need assistance with tax preparation, financial planning, or other financial services, LifeLong Taxes & Financial Services is here to help you achieve your financial goals and secure a stable financial future.
2901 Flores Rd # C, Mission, TX 78574, United States -
Wilson Community Health Center
● ClosedWilson 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.
100 Veterans Dr, Floresville, TX 78114, United States -
Jacobo Akle - State Farm Insurance Agent
● ClosedJacobo Akle - State Farm Insurance Agent is a trusted insurance agency located at 6065 Montana Avenue, El Paso, Texas. Our mission is to help our customers prepare for the unexpected and plan for the future. We proudly serve the good neighbors of Texas and New Mexico. Whether you need advice on credit cards, rebuilding your credit, or rural road driving safety tips, we are here to help. Please do not include sensitive personal information when contacting us. Our services include life insurance, annuities, pet insurance, and more. Contact us at (915) 775-2553 for assistance. Securities distributed by State Farm VP Management Corp. State Farm VP Management Corp. Customer Relationship Summary. Securities Supervisor address: 808 Russell Palmer Rd Ste 255, Kingwood, TX 77339-1697 Phone: 972-744-1860. Life Insurance and annuities are issued by State Farm Life Insurance Company. Deposit products offered by U.S. Bank National Association. The creditor and issuer of credit cards is U.S. Bank National Association. Let us help you navigate the complexities of insurance and financial planning. Visit us today for personalized service and expert advice.
6065 Montana Ave Ste C1, El Paso, TX 79925, United States -
Sergio Pena - State Farm Insurance Agent
● ClosedSergio Pena - State Farm Insurance Agent is a reputable insurance agency located at 1215 Interstate 2 in Mission, Texas, United States. As a local State Farm Agent, Sergio Pena and his experienced team are dedicated to protecting the community by offering a wide range of insurance services including auto, home, renters, life, and business insurance. Sergio Pena, a native of Weslaco, TX, is committed to helping his fellow Hidalgo county neighbors prepare for life's unexpected events. With over 15 years of insurance experience, Sergio Pena opened his own agency in 2007 and has since been actively involved in giving back to the community through scholarship foundations and local organizations. The team at Sergio Pena State Farm is bilingual, speaking both English and Spanish, and strives to provide excellent customer service to meet the insurance needs of every individual. Whether you need assistance with reviewing your policies, understanding life insurance, or avoiding the dangers of drunk driving, Sergio Pena State Farm is here to help. With over 50 years of combined insurance industry experience, the team is ready to assist customers in finding the right policy for their specific needs. Whether you are in need of auto insurance, home insurance, renters insurance, or life insurance, the team at Sergio Pena State Farm is ready to assist you in protecting what matters most. For those interested in pet insurance, Sergio Pena State Farm offers products underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc. Terms and conditions apply, so be sure to visit Trupanion's website for full policy details. Additionally, customers can rely on U.S. Bank National Association for deposit products and credit card services.
1215 I-2 Suite A2, Mission, TX 78572, United States -
Christina Palomo - State Farm Insurance Agent
● ClosedChristina Palomo - State Farm Insurance Agent is a trusted insurance agency located at 2312 South Expressway 83, Harlingen, Texas, United States. With over 30 years of experience, Christina Palomo is dedicated to serving the community for all Insurance and Financial Service needs. The office prides itself on providing a remarkable customer experience and Christina Palomo is passionate about volunteering in events and activities in the city. Whether you need an SR-22 certificate, home safe recommendations, or tips for rural road driving, Christina Palomo is here to help. State Farm's mission is to help people manage risks, recover from the unexpected, and realize their dreams. For more information or to schedule a visit, call (956) 421-5995. 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. Remember, neither State Farm nor its agents provide tax or legal advice, so consult a professional for personalized guidance.
2312 S Expressway 83 D, Harlingen, TX 78552, United States -
Kim Mader-Bagley - State Farm Insurance Agent
● ClosedKim Mader-Bagley - State Farm Insurance Agent is a trusted insurance agency located at 1916 Martin Drive in Weatherford, Texas. With over 50 years of experience, our dedicated team of 16 licensed professionals, led by Kim Mader-Bagley and her husband Craig, is committed to providing personalized insurance solutions to meet your unique needs. From auto and homeowners insurance to life and business insurance, we offer a wide range of products to protect you and your family from financial burdens in the event of an accident, storm, or other unforeseen circumstances. As a local small business owner in Weatherford, we take pride in serving our community and ensuring that you have the coverage you need to feel secure. Whether you're looking for insurance for your car, home, boat, or business, we have you covered. We also offer retirement plans, including SEP IRA, SIMPLE IRA, and 401k options, to help small businesses attract and retain employees.
1916 Martin Dr #100, Weatherford, TX 76086, United States -
Veronica Mendoza - State Farm Insurance Agent
● ClosedVeronica Mendoza - State Farm Insurance Agent is a reputable insurance agency located at 1717 North Beach Street, Fort Worth, Texas, United States. As a team member of the highly respected auto insurance company State Farm, we have a long history of 80 years in providing comprehensive insurance coverage for auto, homeowners, life insurance, and more. Our dedicated team is committed to assisting you with all your insurance needs, whether you are looking for better deals on car and home insurance, transitioning to a new place, enhancing your family's protection, or seeking personalized service. Our goal is to make you feel secure and ensure you understand your insurance coverage in a warm and welcoming environment.
1717 N Beach St, Fort Worth, TX 76111, United States -
Tailor Solbrack - State Farm Insurance Agent
● ClosedTailor Solbrack - State Farm Insurance Agent is a trusted insurance agency located at 1400 North Corinth Street in Corinth, Texas, United States. Conveniently situated across the street from North Central Texas College Corinth Campus, our dedicated team is committed to providing personalized insurance solutions for all your needs. Whether you are looking to review your existing policies or obtain a new quote, we are here to assist you with your business, auto, home, or life insurance needs. As the #1 Auto Insurance company in America for 80 years, we take pride in offering superior service to our customers in Texas and Oklahoma. Our licensed team is dedicated to finding discounts, answering questions, and ensuring that you have the right coverage at the right price. In addition to auto and home insurance, we also provide options for motorcycle, boat, business, renters, personal property, and life insurance.
1400 N Corinth St #106, Corinth, TX 76208, United States -
Mark Leal - State Farm Insurance Agent
● ClosedMark Leal - State Farm Insurance Agent is an insurance agency located at 5112 West Arkansas Lane in Arlington, Texas. As the #1 Auto Insurance company in America, Mark Leal and his winning team are dedicated to ensuring that all your insurance needs are taken care of. Whether you need auto insurance, homeowners insurance, life insurance, or any other type of coverage, they are here to help. With over two decades of experience in finance, Mark Leal is passionate about helping people and providing the tools necessary for financial security. When you visit their office, you will be greeted by a bilingual team ready to assist you with all your insurance and financial service needs. From auto insurance to life insurance, they have you covered. Maria Santos, the Senior Account Manager and Office Manager, is a valuable member of the team and is licensed to assist with multiple lines of insurance.
5112 W Arkansas Ln Ste 106, Arlington, TX 76016, United States
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