Senior investment advisor in Texas

Trilogy 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.

LM Stamper, RICP is a finance institution located at 2421 West 7th Street in Fort Worth, Texas, United States. Our team of investment professionals is dedicated to debunking common financial myths and empowering women to create strong and comprehensive financial strategies for a secure future. We specialize in helping individuals plan for retirement, offering personalized consultations to determine your unique retirement goals and needs. Using our SGD™️ process, we will assess your current financial situation and provide you with a custom strategy to help you reach your retirement objectives. At LM Stamper, RICP, we believe that retirement is not the end, but a new beginning. Our goal is to assist you in creating a retirement plan tailored to your individual needs and objectives. As a Registered Representative of Park Avenue Securities LLC, we offer a variety of investment and insurance products to help you achieve your financial goals. We are committed to acting in your best interest with integrity and transparency.

TBS Retirement Planning, located at 1600 Airport Freeway in Bedford, Texas, is a finance institution specializing in retirement and lifestyle planning. With a personal touch, the team at TBS is dedicated to helping clients at all stages of life create a holistic life plan to achieve their financial and life goals. Established in 1982 in Lubbock, TX, TBS has expanded its practice to include North Texas since 2010. At TBS Retirement Planning, the focus is on providing personalized attention to each client to ensure they receive the highest level of detail and care. The team offers a range of services to help clients make informed decisions about their financial future, including hosting webinars to keep the community informed during uncertain times.

Credent 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.

Michael Garza & Co. is a Certified Public Accounting partnership firm located at 8415 Speedway Drive in San Antonio, Texas. With over 30 years of experience serving the community, our team of professionals offers a range of accounting, auditing, tax, and consulting services to meet the individual and business needs of our clients. As members of the American Institute of Certified Public Accountants and The Texas Society of Certified Public Accountants, we are committed to providing quality and personalized service to each of our clients. Our hands-on approach allows us to give the attention and care necessary to ensure the success of our clients.

Right Decision Financial Planning, located at 7043 Terrece Ridge in Katy, Texas, has been providing independent fiduciary investment services since 2002. As a Registered Investment Adviser (RIA), we are held to the highest standard of client care, always putting our client's interests first and fully disclosing any potential conflicts of interest. Unlike traditional advisors, we do not directly hold customer funds or securities, instead, the client's assets are held at their chosen custodian for safekeeping. Our services include investment advisory and financial planning, with a focus on structuring prudent fiduciary processes around planning and investment management. We monitor our clients' progress on an ongoing basis and meet with them at least annually to discuss their financial goals. We work with most major custodians, offering our clients the flexibility to choose the custodian that best suits their needs.

Joseph 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.

Metis CFO Partners LLC is a national professional services firm located at 1095 Evergreen Circle in The Woodlands, Texas, United States. Specializing in accounting and finance, we provide world-class senior financial leaders to lower and middle market businesses on an interim or permanent basis. Our goal is to facilitate mutually rewarding partnerships between business stakeholders and top financial leaders. Our services are particularly well-suited for private equity firms, venture capital, family partnerships, and other investment groups that maintain ownership and control over multiple business enterprises. We offer a one-stop solution for senior financial talent, allowing businesses to access experienced CFOs without the financial commitments of a permanent hire. Our CFOs have a proven track record of success in completing interim engagements and projects for small and mid-market businesses.

First Harbor Group LLC is a finance institution located at 9525 Katy Freeway in Houston, Texas. We specialize in providing financial expertise and guidance for employee benefits, retirement plans, and individual financial planning. Our team is dedicated to putting our clients on the path to financial success, offering securities through Kestra Investment Services, LLC and investment advisory services through Kestra Advisory Services, LLC. Elizabeth Ramsey, our Benefits Coordinator, brings a wealth of knowledge and dedication to our team. With a bachelor's degree from the University of Houston, Elizabeth is committed to building solid relationships with clients and providing exceptional service. Rosie Orozco, our Operations Coordinator and Office Administrator, ensures that our office runs smoothly and efficiently, promoting a positive and high-performance culture.

Leader's Financial Group is a reputable finance institution located at 26218 Oak Ridge Drive in Spring, Texas, United States. With a team of experienced financial experts, they provide a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, Leader's Financial Group is dedicated to providing personalized solutions tailored to each client's unique needs. Trustworthy, professional, and committed to excellence, Leader's Financial Group is a leader in the finance industry.

Petrus Retirement Planning is a finance institution located in Houston, Texas, specializing in retirement planning and capital preservation. They offer services such as rollovers, IRA transfers, principal protection, income planning, long-term care, and life insurance. Petrus aims to help clients protect their financial assets against market downturns while providing opportunities for safe growth and ensuring a comfortable retirement. They prioritize safety of principal and a reasonable rate of return, helping clients navigate complex financial decisions with a simple and straightforward approach. For a free consultation on safeguarding your retirement accounts and achieving financial security, contact Petrus Retirement Planning at (832) 730-3000.

Danny Dean - Thrivent is a finance institution located at 15900 La Cantera Parkway in San Antonio, Texas. Our dedicated Heart of Texas team is committed to providing exceptional financial services based on Christian principles. Since our establishment in 1993, we have helped individuals, families, and businesses responsibly manage their finances. Our experienced professionals offer personalized financial solutions tailored to your unique needs, combining expertise in finance with a deep understanding of Christian values to guide you towards financial clarity and stewardship. We believe in using money as a tool, not a goal, and are dedicated to providing financial advice, investments, insurance, banking, and generosity programs to help you make the most of all you've been given. As a member of Thrivent, you become part of a community looking out for others and sharing in the collective ownership of our company. Our comprehensive advice and financial strategies are designed to help you achieve financial clarity and confidence as you work towards your goals and dreams. Join us at Danny Dean - Thrivent and let us help you on your financial journey.

Adam Burden - Thrivent is a finance institution located at 12807 Jones Road, Houston, Texas, United States. The institution is licensed in multiple states including CA, IL, OH, TX, WA, and WI. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with further planning engagements available through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Licensed agents and financial advisors provide insurance products, securities, and investment advisory services. Visit Thrivent.com for more information on their services and professional designations.

Brockman & Associates is a finance and insurance agency located in The Woodlands, Texas. Our founder, Ben, serves as the Wealth Advisor for our clients, guiding them in making wise financial decisions. We offer services in cash flow/retirement planning, investment planning, college education planning, estate & wealth transfer planning, and family & business succession planning. Our team is dedicated to providing the best service experience for our clients. Emilee provides support in client service and administrative tasks, while Josh brings years of experience as a Senior Financial Analyst. Allison plays a vital role in our marketing and branding efforts.

Ameriprise Financial: Statham Diane L is a finance institution located at 3050 Post Oak Boulevard in Houston, Texas, United States. Each Ameriprise advisor at this institution has "Top areas of focus" to help clients achieve their financial goals. You can review the backgrounds, credentials, and experience of the advisors to find one that aligns with your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will reach out to schedule a complimentary initial consultation. Take the first step towards securing your financial future by contacting Ameriprise Financial: Statham Diane L today.

Charlie Cole is a Registered Practice Associate at Ameriprise Financial Services, LLC, located at 9442 North Capital of Texas Highway in Austin, Texas, United States. Charlie holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, Charlie is trained in Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and Certified Estate Planner™, among others, to provide comprehensive financial planning services. With a focus on serving individuals from various backgrounds, including seniors, small business owners, high net worth clients, and military personnel, Charlie is committed to providing expert financial advice and guidance.

Larry Padron is the Branch Manager at Ameriprise Financial Services, LLC, located at 9442 North Capital of Texas Highway in Austin, Texas, United States. The institution offers a range of financial services and is dedicated to helping individuals meet their investment goals. Larry Padron holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, wealth transfers, retirement planning, estate planning, and fiduciary practices. Additionally, Larry Padron is committed to providing specialized financial advice to clients with unique needs, such as those in domestic partnerships, seniors, and individuals going through divorce. With a focus on education and support, Larry Padron and his team strive to help clients achieve their financial goals and secure their financial future.

The Turley-Hall-Albanese Wealth Management Group - Stifel is a finance institution located at 6310 Delaware Street in Beaumont, Texas, United States. Specializing in providing powerful insight and customized financial guidance, the institution is led by M. Lee Turley, a Senior Vice President/InvestmentsPortfolio Manager with a CRPC™ designation. With a focus on serving clients in the petrochemical industry, the institution understands the unique challenges and goals of its clients, helping them pursue the retirement they envision. As part of Stifel, one of the nation's largest wealth management firms, the institution offers a team of over 2,300 financial advisors to assist clients in achieving their financial goals. Through publications like Sight|Lines and Market Pulse, clients can stay informed about market insights and updates. The institution also offers podcasts and thought-provoking conversations with industry leaders to provide valuable financial information. Stifel prioritizes client privacy and transparency, emphasizing that investing involves risk. Contact the Turley-Hall-Albanese Wealth Management Group - Stifel to discuss your financial goals and receive personalized guidance.

Nicole Stahl, Bankers Life Agent and Bankers Life Securities Financial Representative in Beaumont, Texas, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a 2024 Top Women Financial Advisor at Bankers Life, Nicole is dedicated to helping clients find the right Medicare Advantage plan to suit their needs. With Medicare Advantage, clients can enjoy comprehensive coverage, including prescription drug benefits, and some plans even offer $0 monthly premiums. Planning for long-term care is essential in today's world, and Nicole is here to guide you through the process and help you make informed decisions for your future. Visit our office at 350 Pine Street to start planning for your financial security today.