Senior financial services in Texas
244 results found
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L J Adams Insurance Services LLC
● ClosedLJ Adams Insurance Services LLC is a trusted insurance agency located at 701 Highlander Boulevard in Arlington, Texas. Specializing in health and insurance services, our agency is dedicated to providing sound financial solutions through a disciplined process. With over 50 5-star reviews, we have built a reputation on trust, excellence, and a commitment to serving our clients. At LJ Adams Insurance Services, we offer a range of insurance options to meet the diverse needs of the Arlington community. From home insurance policies tailored to your unique needs to business owner insurance customized for your operation, we are here to provide you with the coverage you need for peace of mind.
701 Highlander Blvd #155, Arlington, TX 76015, United States -
Neighbors In Need of Services Inc
● ClosedNeighbors In Need of Services Inc, located in Rio Hondo, Texas, is a school dedicated to providing essential services to the community. NINOS, Inc. is currently accepting scholarship applications for 2024, offering a valuable opportunity for students to further their education. Don't miss the deadline in March to submit your application and take advantage of this wonderful opportunity. Join us in making a positive impact on the lives of those in need.
22887 TX-345, Rio Hondo, TX 78583, United States -
Health Services of North Texas - Denton Medical Center 4304
● ClosedHealth Services of North Texas - Denton Medical Center 4304 is a comprehensive healthcare institution located at 4304 Mesa Drive in Denton, Texas. As a doctor's office and hospital, we offer a wide range of medical services to patients of all ages. Our facility provides telehealth visits for most medical needs, including counseling, allowing patients to stay connected with their medical team and receive care from the comfort of their own home. Patients have praised the convenience and effectiveness of our telehealth services, emphasizing the compassionate care provided by our staff.
4304 Mesa Dr, Denton, TX 76207, United States -
Texas Seniors
● ClosedTexas Seniors is a reputable insurance agency located in Laredo, Texas, United States. Our dedicated team specializes in providing insurance solutions tailored to meet the unique needs of seniors in the local community. With a focus on customer service and personalized care, we strive to help our clients navigate the complexities of insurance coverage and find the best policies to protect their health and well-being. Visit us at 3210 Jaime Zapata Memorial Highway to learn more about how Texas Seniors can support you in securing the insurance coverage you need.
3210 Jaime Zapata Memorial Hwy Suite B, Laredo, TX 78043, United States -
American Senior Benefits
● OpenAmerican Senior Benefits is a trusted health and insurance agency located at 1200 East Copeland Road in Arlington, Texas. Our dedicated team of experts specialize in providing personalized insurance solutions for seniors, ensuring they have access to the coverage they need to live a healthy and secure life. With a focus on customer service and a commitment to helping seniors navigate the complexities of insurance, American Senior Benefits is the go-to institution for those looking to protect their health and financial well-being. Visit us today to learn more about our services and how we can help you plan for a secure future.
1200 E Copeland Rd, Arlington, TX 76011, United States -
Senior Medicare Consultants
● ClosedSenior Medicare Consultants is a leading health insurance agency located at 802 Greenview Drive in Grand Prairie, Texas, United States. Our dedicated team of experts specializes in providing personalized Medicare consulting services for seniors. We offer guidance and assistance in navigating the complex world of Medicare plans to help our clients make informed decisions about their healthcare coverage. With a commitment to excellence and a focus on customer satisfaction, Senior Medicare Consultants is your trusted partner in securing the best insurance options for your individual needs. Contact us today to learn more about how we can help you achieve peace of mind and financial security in your healthcare journey.
802 Greenview Dr, Grand Prairie, TX 75050, United States -
Preferred Senior Benefits Marketing
● OpenPreferred Senior Benefits Marketing is a reputable health insurance agency located at 550 Edmonds Lane in Lewisville, Texas. With a focus on serving the senior community, they offer a wide range of insurance products and services tailored to meet the unique needs of older adults. Their team of experienced agents are dedicated to helping seniors find the best coverage options that fit their individual health and financial circumstances. Whether you are looking for Medicare supplements, long-term care insurance, or other health-related policies, Preferred Senior Benefits Marketing is committed to providing personalized and reliable assistance to help you make informed decisions about your insurance needs.
550 Edmonds Ln Suite 203, Lewisville, TX 75067, United States -
Texas State Financial & Health
● OpenTexas State Financial & Health is a finance, health, and insurance agency located at 2700 Northeast Interstate 410 Loop in San Antonio, Texas. Our institution, Texas State Insurance Services, is dedicated to serving families, individuals, seniors, and businesses throughout the entire state of Texas. We specialize in providing affordable health insurance, life insurance, and retirement options for those who are often overlooked by other brokerages in the industry. While our brokerage is based in San Antonio, we are rapidly expanding our services to all of deep south Texas and as far north as the DFW metro area. We are committed to becoming the leading and most trusted insurance brokerage in the state, offering assistance to those in need of quality coverage and financial security for the future.
2700 NE Interstate 410 Loop Suite 250, San Antonio, TX 78217, United States -
Texas State Insurance Services
● OpenTexas State Insurance Services is a finance, health, and insurance agency located at 45 Northeast Interstate 410 Loop in San Antonio, Texas, United States. We specialize in serving families, individuals, seniors, and businesses throughout the entire state of Texas. Our brokerage is based in San Antonio but we are quickly expanding to become the most trusted insurance brokerage in the state, reaching as far as the DFW metro. We understand the challenges of finding affordable health insurance, as well as the importance of life insurance and retirement options for everyone's future. Please note that we are currently undergoing a brand change, so there may be inconsistencies on our website. Visit us at 2101 McCullough Ave, Ste 210 in San Antonio. Thank you for your understanding.
45 NE Interstate 410 Loop Suite 690, San Antonio, TX 78216, United States -
LTC Financial Partners
● ClosedLTC Financial Partners is a leading finance, health, and insurance agency located at 810 Star Lake Drive in Missouri City, Texas, United States. Our team of experts specializes in providing long-term care solutions to help individuals and families plan for their future health and financial needs. With a focus on personalized service and comprehensive coverage options, LTC Financial Partners is dedicated to helping clients navigate the complexities of long-term care planning with confidence and peace of mind. Contact us today to learn more about how we can assist you in securing your future.
810 Star Lake Dr, Missouri City, TX 77459, United States -
American Senior Benefits of Texas, LLC
● ClosedAmerican Senior Benefits of Texas, LLC is an insurance agency located in Austin, Texas. Our dedicated team specializes in providing insurance solutions tailored to the unique needs of senior citizens. With a focus on personalized service and comprehensive coverage options, we are committed to helping our clients navigate the complexities of insurance and secure their financial futures. Visit us at 13284 Pond Springs Road to learn more about how we can assist you in protecting your assets and loved ones.
13284 Pond Springs Rd #303, Austin, TX 78729, United States -
LTC Financial Partners
● ClosedLTC Financial Partners is a leading finance, health, and insurance agency located at 10 Cove Creek Drive in San Antonio, Texas, United States. Specializing in long-term care planning, the institution offers expert advice and personalized solutions to help individuals and families navigate the complexities of securing financial protection for their future healthcare needs. With a team of experienced professionals, LTC Financial Partners is dedicated to providing top-notch services and peace of mind to their clients.
Finesilver Ranch, 10 Cove Creek Dr, San Antonio, TX 78254, United States -
American Senior Life
● OpenAmerican Senior Life is an insurance agency located at 17515 Spring Cypress Road in Cypress, Texas. We specialize in providing insurance solutions for seniors, offering a range of policies to meet their unique needs and preferences. Our experienced team is dedicated to helping seniors navigate the complexities of insurance and find the coverage that best fits their lifestyle and budget. At American Senior Life, we are committed to providing personalized service and peace of mind for our valued clients.
Cyprus, 17515 Spring Cypress Rd c227, Cypress, TX 77429, United States -
Daniel Curcuro, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedDaniel Curcuro is a dedicated Bankers Life Agent and Bankers Life Securities Financial Representative located in Spring, Texas. As an insurance agency, he provides a wide range of insurance products and financial services to meet the individual needs of his clients. With a commitment to helping individuals plan for their financial future, Daniel Curcuro offers personalized solutions and expert advice to ensure his clients are well protected. Visit him at 24624 Interstate 45 to discuss your insurance and financial needs today.
24624 I-45 Ste 100, Spring, TX 77386, United States -
Jaime Silguero, Bankers Life Agent and Bankers Life Advisory Services Investment Advisor
● ClosedJaime Silguero, Bankers Life Agent and Bankers Life Advisory Services Investment Advisor is an insurance agency located at 14205 North Mopac Expressway in Austin, Texas. Specializing in providing insurance products and investment advice, our team is dedicated to helping clients secure their financial future. With a focus on personalized service and tailored solutions, we strive to help individuals and families protect their assets and plan for retirement. Contact us today to learn more about our services and how we can assist you in achieving your financial goals.
14205 N Mopac Expy Ste 600, Austin, TX 78728, United States -
Account Services USA
● ClosedAccount Services USA is a finance institution located in San Antonio, Texas, United States. Our dedicated industry agents are bilingual in English and Spanish, offering enhanced consumer engagement through multiple communication channels such as SMS, email, chat, mail, and phone. We handle credit bureau reporting effectively and have reduced blocked calls and caller ID mislabeling. With over 100 years of combined experience, our senior management team ensures consistent results through a professional approach. Our divisions specialize in bad debt and pre-bad debt recovery programs for various industries including healthcare, financial, retail, utilities, municipalities, and telecommunications. We offer solutions for medical providers, creditors, and collections in select industries, emphasizing compliance, data security, and effective collection efforts. Contact us for all your debt recovery needs.
1802 NE Interstate 410 Loop #400, San Antonio, TX 78217, United States -
Kristin Stark - CMG Home Loans Senior Loan Officer
● ClosedKristin Stark - CMG Home Loans Senior Loan Officer is a finance institution located at 11200 Menchaca Road, Austin, Texas, United States. The team at CMG Home Loans provides exceptional service and favorable rates to clients, making the home purchasing process smooth and stress-free. With a focus on customer communication and satisfaction, Kristin Stark and her team go above and beyond to ensure that clients are well-informed every step of the way. The institution is dedicated to giving back to the community through charitable initiatives, supporting organizations such as the Gary Sinise Foundation, the Cancer Support Community, and the MBA Opens Doors Foundation. With a commitment to delivering the right loans for the right reasons, CMG Home Loans has been serving home buyers and homeowners nationwide since 1993. The institution offers a diverse mortgage menu and a mobile app to guide clients through the home search and financing process. CMG Home Loans is a registered trade name of CMG Mortgage, Inc., an equal housing lender licensed in all 50 states and the District of Columbia.
11200 Menchaca Rd Bldg. 4, Suite 5, Austin, TX 78748, United States -
Merrill Lynch Financial Advisor Steven S Cox
● ClosedMerrill Lynch Financial Advisor Steven S Cox is a finance institution located at 8101 Southwest 34th Avenue, Amarillo, Texas, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution offers services such as Certified Financial Planner Board of Standards Inc., Senior Wealth Management Client Associate, and Investment Personality Assessment. The institution helps clients identify and prioritize their financial goals, from retirement planning to funding a child's education. They believe in creating a personalized financial approach that reflects the client's personality and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with clients to develop an approach designed to address their financial needs. The institution's mission is to understand each client personally and help them pursue their financial goals while managing investment risk. By providing personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Steven S Cox aims to help clients live their best financial life.
701 S Taylor St Suite 100, Amarillo, TX 79101, United States -
Merrill Lynch Financial Advisor Larry D Laughter
● OpenMerrill Lynch Financial Advisor Larry D Laughter is a finance institution located at 8101 Southwest 34th Avenue in Amarillo, Texas, United States. Supported by the global resources of Merrill, the team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Larry D Laughter focuses on understanding your family, goals, and priorities to create a personalized financial plan tailored to your needs. The institution offers a range of services, including investment insights, banking solutions, and personalized financial planning. With a focus on building a long-term relationship, the team at Merrill Lynch is committed to helping you achieve your financial goals and navigate the complexities of the financial markets. Certified by the CFP Board, Larry D Laughter and the team provide personalized investment strategies and comprehensive financial solutions to help you live your best financial life.
701 S Taylor St Suite 100, Amarillo, TX 79101, United States -
Merrill Lynch Financial Advisor Larry C Bradley
● ClosedMerrill Lynch Financial Advisor Larry C Bradley, located at 2510 Marsha Sharp Freeway West in Lubbock, Texas, is a trusted institution offering personalized wealth management services. With over three decades of experience, Larry C. Bradley is a Senior Vice President and Wealth Management Advisor who can help clients pursue their financial objectives through personalized investment strategies. He is a qualified Portfolio Manager and holds the Certified Investment Management Analyst® designation. Larry Bradley is deeply involved in the Lubbock community and charitable organizations, reflecting Merrill Lynch's commitment to serving the communities it operates in. He believes in building long-lasting relationships with clients by understanding their goals, priorities, and life changes over time. By utilizing Merrill's innovative tools and resources, including the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Larry can tailor financial approaches to meet each client's unique needs.
2510 Marsha Sharp Fwy W, Lubbock, TX 79415, United States -
Merrill Lynch Financial Advisor Eric Pittman
● ClosedMerrill Lynch Financial Advisor Eric Pittman, located at 2510 Marsha Sharp Freeway West in Lubbock, Texas, is a finance institution focused on providing personalized wealth management strategies. Eric, Vice President and Senior Financial Advisor, has been with Merrill Lynch Wealth Management since 2007 and holds professional designations such as Chartered Retirement Planning Counselor℠(CRPC®) and Chartered Retirement Plans Specialist℠(CRPS®). With a background in business practices and family wealth management, Eric specializes in personal and corporate retirement strategies, estate planning services, and insurance strategies. He is dedicated to building relationships with his clients and understanding their individual needs and goals. Through the Merrill Personal Wealth Analysis™, Eric helps clients create customized financial plans centered on their aspirations. By offering in-depth financial advice and exceptional service, Eric aims to help clients achieve their financial goals and provide peace of mind for the future. Additionally, Eric is actively involved in the Lubbock community, serving on the Board of Advisors for the University Medical Center Foundation and volunteering with organizations such as the American Cancer Society and Hope Lodge – Lubbock. With a focus on understanding clients' changing priorities and goals, Eric Pittman and his team at Merrill Lynch Wealth Management strive to provide comprehensive financial solutions tailored to each individual's needs.
2510 Marsha Sharp Fwy W, Lubbock, TX 79415, United States -
Merrill Lynch Financial Advisor Laura Jones
● ClosedMerrill Lynch Financial Advisor Laura Jones is a finance institution located at 4699 North Mesa Street, El Paso, Texas, United States. Laura Jones, International Wealth Advisor, Senior Vice President, has been in the financial services industry since 1995. She specializes in helping clients build personalized wealth management strategies to meet their individual needs. By listening and guiding clients in making informed decisions, Laura aims to deliver a comprehensive approach to managing wealth. The institution offers the Merrill Personal Wealth Analysis™ to create personalized plans centered around clients' goals. By utilizing research in behavioral finance, they tailor financial approaches to align with clients' investing preferences and priorities. As life and goals change, the institution provides tools to track these changes and adjust financial strategies accordingly. Laura's mission is to understand each client's unique needs and provide personalized plans to help achieve financial goals while managing investment risk. Through regular check-ins and adjustments, the institution aims to keep clients on track towards their objectives. With a focus on building a dedicated one-on-one relationship, Merrill Lynch Financial Advisor Laura Jones offers personalized investment strategies and comprehensive financial solutions to help clients navigate the complexities of their financial lives.
4699 N Mesa St 1st Floor, El Paso, TX 79912, United States -
Trilogy Financial Planning
● ClosedTrilogy Financial Planning is a leading finance institution located at 6090 Surety Drive in El Paso, Texas. With a team of experienced financial advisors, Trilogy specializes in providing comprehensive financial planning services to help clients achieve their financial goals and secure their future. Whether you are planning for retirement, saving for education, or investing for the future, Trilogy Financial Planning is dedicated to providing personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards financial success.
6090 Surety Dr Suite 210, El Paso, TX 79905, United States -
Merrill Lynch Financial Advisor Stuart G Schultz
● ClosedMerrill Lynch Financial Advisor Stuart G Schultz, located at 301 Commerce Street, Fort Worth, Texas, United States, offers insights, observations, and ideas to help clients achieve their financial goals. With over 20 years of experience in the financial services industry, Stuart focuses on developing personalized strategies for individuals, families, and businesses to meet their short- and long-term financial objectives. As a Wealth Management Advisor and a graduate of Texas Christian University with a degree in Finance, Stuart and his team provide tailored advice and guidance to help clients prepare for retirement and navigate the complexities of the financial markets. Committed to community involvement, Stuart and his family are active supporters of various organizations in Fort Worth. Through Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, clients receive personalized plans and investment strategies aligned with their goals and priorities. With access to the global resources of Merrill and Bank of America, Stuart works with clients to manage, grow, and preserve their wealth while addressing their evolving financial needs. As a Registered Senior Wealth Management Client Associate, Stuart prioritizes building strong client relationships based on trust and personalized service. By regularly reviewing and adjusting financial approaches, Stuart helps clients stay on track to achieve their goals and navigate life's changes. With a focus on understanding each client's unique needs and priorities, Stuart is dedicated to helping clients achieve financial success and turn their goals into reality. Whether planning for retirement, education, or wealth transfer, Stuart and his team provide comprehensive financial solutions tailored to each client's individual situation. Merrill Lynch Wealth Management Advisors like Stuart Schultz are committed to putting clients first, providing personalized investment strategies and access to comprehensive financial solutions to help clients live their best financial life.
301 Commerce St, Fort Worth, TX 76102, United States -
Edward Jones - Financial Advisor: Kit Barlow, CRPC™
● ClosedEdward Jones - Financial Advisor: Kit Barlow, CRPC™ is a finance institution located at 2648 Farm to Market Road 407 in Bartonville, Texas. As a Certified Retirement Planning Counselor (CRPC™), Kit Barlow is dedicated to providing personalized financial advice and guidance to help clients achieve their long-term financial goals. With a focus on retirement planning, investment strategies, and wealth management, Kit Barlow and the team at Edward Jones are committed to helping clients secure their financial future. Visit their office in Bartonville or contact them to schedule a consultation.
2648 FM 407 Ste 135, Bartonville, TX 76226, United States -
Libertas Financial Advisors
● ClosedLibertas Financial Advisors is a reputable finance institution located at 9355 John W. Elliott Drive in Frisco, Texas, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. Whether you are looking to build wealth, plan for retirement, or protect your assets, Libertas Financial Advisors is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.
9355 John W. Elliott Dr N25, Frisco, TX 75034, United States -
Credent Wealth Management - Plano Fee-Only Financial Planner
● ClosedCredent Wealth Management is a fee-only financial planning institution located in Plano, Texas. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals. We prioritize transparency and integrity in all of our interactions, ensuring that our clients receive unbiased and customized advice to help them navigate their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Credent Wealth Management is here to help. Visit us at our office on Dallas Parkway in Plano or contact us to schedule a consultation today.
7500 Dallas Pkwy Suite 475, Plano, TX 75024, United States -
Edward Jones - Financial Advisor: John V Lerma
● ClosedEdward Jones - Financial Advisor: John V Lerma is a trusted financial institution located at 9311 San Pedro Avenue in San Antonio, Texas. As a dedicated finance professional, John V Lerma offers personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest, John V Lerma can provide expert guidance and support. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: John V Lerma is the ideal choice for all your financial needs in San Antonio.
9311 San Pedro Ave Suite 1430, San Antonio, TX 78216, United States -
Charles Lutz IV - CFS* Senior Investment Advisor at Credit Human
● ClosedCharles Lutz IV - CFS* Senior Investment Advisor at Credit Human is a finance institution located at 1703 Broadway in San Antonio, Texas, United States. They offer guidance on online banking through tutorial videos and provide products and services to help create a financial roadmap for the future. The team of advisors, including Chip, Rose, Kevin, Xavier, and Gabriel, are dedicated to helping members plan for retirement and achieve financial security. They hold various securities licenses and insurance licenses to provide informed advice on investments and insurance. The institution operates with the best interest of their members in mind, striving to help them become financially secure and enjoy a successful financial future. To join their financial cooperative, interested individuals can apply for membership on their website.
1703 Broadway, San Antonio, TX 78215, United States -
Merrill Lynch Financial Advisor Alberto J Maycotte
● ClosedMerrill Lynch Financial Advisor Alberto J Maycotte is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. Alberto has been assisting High Net Worth families and individuals with their Wealth Management and Banking needs since 1999. He is a Senior Portfolio Advisor in the firm’s Investment Advisory Program and has completed the Merrill International Accreditation Program. Recognized as one of the Top Advisors under 40 by On Wall Street in 2014, Alberto focuses on building strong client relationships based on trust and personalized service. With access to the global resources of Merrill, Alberto and his team work to understand your goals and priorities, providing personalized financial strategies tailored to your unique needs. Whether you are planning for retirement, saving for a home, or funding education, Alberto believes in helping you achieve your financial goals through thoughtful planning and personalized advice. As your life and goals change, Alberto offers tools to help you track these changes and adjust your financial approach accordingly. By working with Alberto, you can expect a dedicated one-on-one relationship focused on helping you achieve your financial aspirations.
1803 Broadway, San Antonio, TX 78215, United States
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