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TOP 30 Structured financial goals in Texas
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Affordable Solutions Financial
Affordable Solutions Financial, located at 6112 North 10th Street in McAllen, Texas, is a trusted institution offering accounting, finance, and insurance services. Since our establishment in 2017, we have been dedicated to providing reliable and affordable financial solutions to hardworking individuals. Our core values of honesty and trust set us apart in an industry often plagued by scams. We are committed to offering transparent advice and support to our clients, serving as a partner in building a secure financial future. As a publicly commissioned official, we are authorized to verify documents and witness legal signings. Our licensed Life & Health Insurance agents are here to assess insurance needs and financial goals, providing exceptional service to our clients. We also offer assistance in structuring businesses correctly and obtaining EIN numbers. Additionally, we specialize in maximizing tax refunds and offer ITIN assistance for rapid refunds.
Credent Wealth Management - Amarillo Fee-Only Financial Planner
Credent Wealth Management is a fee-only financial planning institution located in Amarillo, Texas. Our team of experienced financial planners are dedicated to helping clients achieve their financial goals through personalized and comprehensive wealth management strategies. We provide unbiased advice and transparent fee structures to ensure our clients receive the best possible service. Visit us at 2201 Civic Circle to start planning for your financial future today.
Merrill Lynch Financial Advisor Carolina Marquez
Merrill Lynch Financial Advisor Carolina Marquez is a finance institution located at 300 North Marienfeld Street, Midland, Texas, United States. Carolina Marquez has over ten years of experience in financial services and specializes in addressing wealth management needs for a wide range of clients, including business owners, educators, and individuals in the oil and gas industry. She is bilingual in English and Spanish, providing strategic guidance to the Hispanic community on wealth structuring, investment management, and trust and estate planning services. Carolina is dedicated to providing exemplary service and believes in open communication with clients to simplify the complexities of wealth management. She offers retirement planning tools and personalized plans to help clients achieve their financial goals. Carolina earned her bachelor's degree in Business from the University of Texas of the Permian Basin and is actively involved in serving her community. As a Merrill Lynch Wealth Management Advisor, Carolina focuses on understanding her clients' goals and priorities to develop personalized investment strategies. She is registered to do business in CA, MN, NM, TX, and WI.
Structured Financial Services
Structured Financial Services is a trustworthy and dedicated financial planning institution located at 330 Morrison Park Drive in Southlake, Texas. We believe in a first things first approach to financial planning, ensuring that each aspect provides a solid foundation for your future. Our goal is to help you build a secure financial future and have peace of mind knowing your family's future is protected through estate planning. In addition to financial planning, we offer business consulting services for those looking to start or improve their own business. As an independent financial services company, we have access to a wide range of financial products to help you find the best solutions for your needs.
Paladini Financial Management
Paladini Financial Management is a finance institution located at 2015 East Lamar Boulevard in Arlington, Texas, United States. Unlike many other financial advisory firms, we operate under a fee-for-service relationship, meaning we do not receive any third-party commissions, sales loads, or back-end fees. This removes conflicts of interest and allows us to provide objective financial advice to our clients. Our team at PFM is dedicated to serving business owners and high net worth individuals, with a specialization in dentistry and healthcare. We offer highly customizable financial planning services tailored to meet the unique needs of each client. With a commitment to client success and a fee-only structure, we strive to build long-lasting relationships based on trust and integrity.
Merrill Lynch Financial Advisor Keith R Conklin
At Merrill Lynch Financial Advisor Keith R Conklin, located at 1803 Broadway in San Antonio, Texas, United States, you can expect personalized financial advice and guidance to help you develop a customized financial strategy. Keith Conklin is dedicated to advising clients on both their personal balance sheet and investment goals, focusing on optimizing debt structure and managing interest expenses. With a Goals Based Wealth Management approach, Keith helps clients navigate financial markets by creating tailored wealth management plans to achieve specific goals such as lifetime income, wealth preservation, and wealth transfer. With 17 years of experience in financial advisory, Keith specializes in working with retirees, pre-retirees, small business owners, physicians, attorneys, and business executives. He is actively involved in community activities and believes in giving back through volunteerism. Keith holds a BA from Union College and an MBA from Tulane University. As a Merrill advisor, Keith takes the time to understand your priorities, risk tolerance, and goals to provide thoughtful advice and guidance to help you achieve financial success. Through the Merrill Personal Wealth Analysis™, he helps build and document a personalized plan centered around your goals. By utilizing the Investment Personality Assessment, Keith can customize a financial approach based on your investing preferences and goals.
Right Decision Financial Planning
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.
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.
LKJ Financial
LKJ Financial, located at 550 Post Oak Boulevard in Houston, Texas, is a finance institution dedicated to helping good people make great decisions so they can enjoy amazing lives. With a focus on financial planning for retirement, our services go beyond just investing to encompass budgeting, tax management, insurance, and income planning. We believe in bringing all the pieces of your financial life together to create a unique plan that works for you now and in the future. Our proactive and diversified investment philosophy prioritizes capital preservation while seeking growth and consistent income. We offer institutional money management services that were once only available to the ultra-wealthy, providing sophisticated and transparent asset management to all our clients. As an independent advisory firm, we answer to you, not corporate structures or profit motives. Our fiduciary standard of care ensures that we always put your interests first and disclose any potential conflicts of interest.
Goodman Financial Corporation
Goodman Financial Corporation, located at 5177 Richmond Avenue in Houston, Texas, is a finance institution committed to providing personalized investment advice in the best interests of their clients. As fiduciaries, they prioritize undivided loyalty and utmost good faith in their services. Their fee-only compensation structure ensures that clients receive unbiased financial advice without any conflicts of interest. With a focus on tailored investment frameworks and prudent portfolio management, Goodman Financial aims to help clients achieve their financial goals. Their philanthropic commitment, known as “Doing Good Things for Good People,” extends to supporting institutional clients and various philanthropic causes. With a team of Certified Financial Planners (CFP®) and Certified Public Accountants (CPA), Goodman Financial offers a range of financial advisory services, including retirement planning, multi-generational wealth accumulation, tax-efficient distributions, and more.
Simonet Financial Group, LLC
Simonet Financial Group, LLC is a finance institution located at 1300 Dacy Lane in Kyle, Texas, United States. Our unique culture and business model set us apart, allowing us to bring success to our clients in achieving their financial goals. Whether you are just starting out or have a substantial portfolio to manage, our planning services make your decisions easier so you can focus on what matters most to you. With our long-term approach and strategic partnerships, you can trust in professional investment oversight from some of the most capable money managers in the industry. Our investment structures are tailored to your individual goals, risk tolerance, and time horizon, giving you confidence in your financial decisions.
Dahse Financial Group- Financial Advisor: Rob Dahse
Dahse Financial Group, led by experienced Financial Advisor Rob Dahse, is a reputable finance and insurance agency located at 589 Farm to Market 1626 in Buda, Texas. Our team is dedicated to providing personalized financial planning and insurance solutions to help clients achieve their financial goals and protect their assets. With a focus on customer service and expertise in the industry, we strive to build long-lasting relationships with our clients and help them secure their financial future. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.
LPL Financial
LPL Financial is a finance institution located at 860 Airport Freeway in Hurst, Texas, United States. They offer a wide range of financial services including investment planning, retirement planning, and wealth management. With a team of experienced financial advisors, LPL Financial is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, LPL Financial has the expertise and resources to help you succeed.
Nathan Towers - Financial Advisor, Ameriprise Financial Services, LLC
Nathan Towers is a financial advisor at Ameriprise Financial Services, LLC located at 1608 Airport Freeway, Bedford, Texas, United States. Nathan holds various 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®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Nathan specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong commitment to ethics and expertise in various areas of financial planning, Nathan is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Nathan Towers at Ameriprise Financial Services, LLC for personalized financial advice and guidance.
Merrill Lynch Financial Advisor Brian D Kingshill
Merrill Lynch Financial Advisor Brian D Kingshill is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. The Kingshill Group aims to provide exceptional client experiences in wealth planning, investment management, and service. They understand the complexities and challenges families face in a constantly evolving financial world and strive to bring clarity and structure to managing financial aspects of life. The institution offers services such as assessing saving goals, retirement planning, and wealth transfer strategies. The team, supported by Merrill Lynch Wealth Management and Bank of America, is dedicated to helping clients achieve their financial goals through personalized approaches. They believe in building strong client relationships based on trust and personalized service. The institution has been recognized for exemplary client service by Forbes and offers personalized financial planning through Merrill Personal Wealth Analysis™. The advisors at Merrill Lynch put clients first and work to help them stay on track to achieve their goals. They offer investment insights, tips, and strategies to help clients live their best financial lives. It is important to note that investing involves risks and clients should consult their legal and tax advisors before making any financial decisions. The institution offers a range of brokerage, investment advisory, and other services to cater to the individual needs of clients.
Merrill Lynch Financial Advisor Christopher C. Magee
Merrill Lynch Financial Advisor Christopher C. Magee, located at 2800 Post Oak Boulevard in Houston, Texas, provides expert guidance and advice to business owners, entrepreneurs, and executives in the aerospace industry. With a strong banking background and years of experience, Chris helps clients navigate their financial lives by looking at both sides of their balance sheets. He holds a bachelor's degree in finance and economics from Texas State University and is a Chartered Retirement Planning Counselor™, CRPC™, offering valuable insights on structuring wealth for retirement. Chris takes a holistic approach to wealth management, uncovering clients' aspirations and helping them achieve their financial goals. When he's not in the office, Chris enjoys fishing, golf, and fitness. As a Merrill Lynch Wealth Management Advisor, Chris focuses on understanding his clients' priorities, goals, and changing needs over time. By developing personalized financial plans and staying informed on market trends, he helps clients pursue their aspirations and manage investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, Chris works with clients to address their financial needs and achieve their long-term goals. Backed by the resources and expertise of Merrill Lynch, Chris is dedicated to helping clients navigate the complexities of their financial lives and build customized investment strategies. Whether you're planning for retirement, saving for a major purchase, or passing wealth to future generations, Chris is committed to helping you achieve financial success. Contact Chris Magee today to start a conversation about your financial goals and aspirations.
Edward Jones - Financial Advisor: Bill Coffey, CFP®
Edward Jones - Financial Advisor: Bill Coffey, CFP® is a trusted financial institution located at 1300 East Whitestone Boulevard in Cedar Park, Texas, United States. Specializing in finance, Bill Coffey, a Certified Financial Planner, provides personalized and expert financial advice to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Bill Coffey, CFP® is dedicated to helping individuals and families secure their financial future.
Shehzad D. Khan - Financial Advisor, Ameriprise Financial Services, LLC
Shehzad D. Khan, a financial advisor at Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue in Houston, Texas, offers personalized financial planning services to help clients achieve their goals. With a background in finance and qualifications verified on FINRA's BrokerCheck website, Shehzad D. Khan provides expert advice on investing and wealth management. Clients can expect a complimentary initial consultation to discuss their financial needs and goals. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser, ensuring that clients receive professional and reliable guidance. By staying informed about market trends and economic indicators, Shehzad D. Khan helps clients navigate the complexities of the financial world and make informed decisions about their money. Whether you are a current client or considering working with Shehzad D. Khan, Ameriprise Financial Services, LLC is committed to helping you achieve a more secure financial future.
Elisabeth Uhl - Financial Advisor, Ameriprise Financial Services, LLC
Elisabeth Uhl, a Financial Advisor at Ameriprise Financial Services, LLC, located at 9442 North Capital of Texas Highway in Austin, Texas, offers a range of financial services to individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Elisabeth Uhl is well-equipped to assist clients with asset management, investment strategies, estate planning, retirement planning, and other financial needs. The institution also offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and many more. With a commitment to ethical practices and ongoing education, Elisabeth Uhl provides comprehensive financial planning services to help clients achieve their financial goals.
LifeClinic Chiropractic & Rehabilitation - Cypress, TX
LifeClinic Chiropractic & Rehabilitation in Cypress, TX is a premier health institution located at 9922 Fry Road. Our chiropractic services focus on aligning your body's musculoskeletal structure to promote natural healing without the need for surgery or medication. In addition to chiropractic care, we offer physical therapy and rehabilitation services to help reduce pain and maintain an active lifestyle. Our holistic approach includes alternative treatments such as chiropractic adjustments and soft tissue work to restore range of motion and enhance day-to-day activities. Since 2007, LifeClinic has been dedicated to helping individuals recover from injuries and treat underlying conditions. Our team of experienced chiropractors and physical therapists will create personalized treatment plans to restore movement and improve quality of life. Our state-of-the-art facilities are equipped with top-notch equipment such as treadmills, squat racks, and pools to help you achieve your fitness and mobility goals efficiently.
LifeClinic Chiropractic & Rehabilitation - South Austin, TX
LifeClinic Chiropractic & Rehabilitation in South Austin, TX is dedicated to providing holistic care and alternative treatments to help you restore your range of motion and get back to day-to-day activities. Our chiropractic services aim to align your body's musculoskeletal structure, allowing your body to heal naturally without surgery or medication. With a focus on physical therapy and rehabilitation, our experienced chiropractors and physical therapists will develop personalized treatment plans to address your pain symptoms and help you maintain a healthier, active lifestyle. Our state-of-the-art facilities are equipped with treadmills, squat racks, and pools to help you reach your fitness and mobility goals faster.
Mutual of Omaha® Advisors - Midland
Mutual of Omaha® Advisors - Midland is a finance and insurance agency located at 4305 North Garfield Street, Midland, Texas, United States. We offer a comprehensive advisor training program that is similar to a graduate school education in entrepreneurship, providing our advisors with the knowledge and tools needed to succeed as a Mutual of Omaha financial advisor. Our marketing strategies and tools help our advisors gain exposure and build their digital brand. We prioritize work-life balance for our advisors and offer opportunities for growth within the company. As you progress in your career, you may have the chance to manage and grow your own team. Our compensation structure is transparent and based on activity, with no future strings attached.
First State Bank - Shallowater
First State Bank - Shallowater is a trusted financial institution located at 1 Commerce Park Drive in Shallowater, Texas. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our experienced team of professionals is dedicated to providing personalized service and expert financial advice to help our customers achieve their financial goals. Whether you're looking for a checking account, savings account, loan, or investment services, First State Bank - Shallowater is here to help. Visit us today and experience the difference of banking with a community-focused institution.
ALLIANCE Credit Union
ALLIANCE Credit Union is a trusted financial institution located at 6716 82nd Street in Lubbock, Texas. As a credit union, we provide a range of banking and financial services to our members, including ATM access, loans, savings accounts, and more. Our goal is to help our members achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you with your financial needs.
Prosperity Bank
Prosperity Bank is a trusted financial institution located at 301 South Park Boulevard in Grapevine, Texas, United States. As a full-service bank, we offer a wide range of financial services to meet your banking needs. Whether you're looking to open a checking or savings account, apply for a loan, or simply use our convenient ATM services, Prosperity Bank is here to help you achieve your financial goals. Our experienced staff is dedicated to providing excellent customer service and personalized assistance to ensure that your banking experience is smooth and hassle-free. Visit us today to see how Prosperity Bank can help you prosper financially.
Austin Telco Federal Credit Union
Austin Telco Federal Credit Union is a trusted financial institution located at 2400 Taos Boulevard in Austin, Texas. As a full-service credit union, we offer a wide range of financial products and services to help you achieve your financial goals. Whether you are in need of a new checking account, a car or home loan, or investment options, our friendly and knowledgeable staff are here to assist you every step of the way. Our Taos Branch is conveniently located off W Ben White Boulevard and Frontier Trail, making it easily accessible for our members. At Austin Telco Federal Credit Union, we are committed to providing outstanding customer service and personalized solutions to meet your individual needs. Stop by our Taos Branch today and let us help you with all of your financial needs.
American Bank
American Bank is a trusted financial institution located at 3520 Bee Cave Road in Austin, Texas. As a full-service bank, we offer a wide range of services including ATM access, personal and business banking, loans, and investment options. Our experienced staff is dedicated to providing exceptional customer service and helping our clients achieve their financial goals. Whether you're looking to open a checking account, apply for a mortgage, or simply withdraw cash from our convenient ATMs, American Bank is here to serve you. Visit us today and experience the difference of banking with a reliable and community-focused institution.
Security Service Federal Credit Union
Security Service Federal Credit Union is a trusted financial institution located at 605 East Main Street in Uvalde, Texas, United States. As a credit union, we are dedicated to providing excellent financial services to our members, including savings accounts, loans, and other financial products. Our goal is to help our members achieve their financial goals and secure their financial future. With a focus on security and member satisfaction, Security Service Federal Credit Union is committed to providing top-notch service and support to our community.
Nationwide Insurance: Melody L Whipple
Nationwide Insurance: Melody L Whipple is an insurance agency located at 3301 Long Prairie Road in Flower Mound, Texas, United States. They offer a variety of insurance coverage options including auto, commercial, farm, financial, home, powersports, and human services insurance. Their team of professionals can help you choose the right coverage for your needs, whether you are looking to protect your home, business, or personal property. They specialize in providing personalized insurance solutions to meet the unique needs of their clients. At Melody L Whipple, they understand the importance of protecting your home and family with sound insurance coverage. They offer basic home insurance coverage to protect against events such as theft and damage from the elements. In addition to dwelling coverage, they also offer insurance for water backup and detached structures. Their team can walk you through the various options and help you choose a policy that fits your needs.
Rj's Get Organized
RJ's Get Organized is a finance institution located at 8816 Elk Creek Lane in Fort Worth, Texas, United States. Since 2000, we have been helping clients create programs and portfolios to meet their long-term financial goals. Our team of credentialed professionals can assist with investments, taxes, retirement, and estate planning. We believe in transparency when it comes to our fee structure and the services we provide. After analyzing your goals and current portfolio, we recommend an investment strategy tailored to your risk tolerance. Our team is dedicated to ethics and integrity, providing unbiased recommendations and impartial guidance.
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