Local TX Financial Advisors
-
RICHARD FOLMAR Financial Advisor
409 S Carancahua St
Corpus Christi, TX 78401
P. (361) 889-3246As a financial advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analy
-
Edward Jones - Arlington Financial Advisor
1004 N Bowen Rd
Arlington, TX 76012
P. (817) 276-8508We\'ve been ranked among the best financial advocates for our clients and have been named one of the top companies to work for. Learn more about what distinguishes Edward Jones.
-
Dean, Jacobson Financial Services, LLC
3112 West 4th Street (76107) P. O. Box 470185
Fort Worth, TX 76147
P. (800) 321-0246Dean, Jacobson Financial Services, LLC was founded in 1967 by William H. \"Country\" Dean. Until 1990, the Firm operated under the name of its founder, \"William H. Dean & Associates.\" In 1980, Don A. \"Jake\" Jacobson joined Mr. Dean and began initiatin
-
Bryan Keever Ameriprise Platinum Financial Services Practice
2340 Interstate 20 W Ste 224
Arlington, TX 76017
P. (817) 465-6000Meeting with a financial advisor is an exciting first step toward creating a solid financial plan for your future. We understand, however, that many new clients are not quite sure what to expect or what to bring to the initial meeting. The first meeti
-
Perryman Financial Advisory, Inc.
12221 Merit Drive, Suite 1725
Dallas, TX 75251
P. (972) 770-4800Jimmy joined Perryman Financial Advisory in May 2001 following a successful six-year career in commercial real estate. Jimmy is a Certified Financial Planner? and specializes in advising clients in the areas of portfolio management and comprehensive top f
-
Insurance Planning Services, Inc.
6414 McPherson Road, Suite 7
Laredo , TX 78041
P. (956) 722-0945MISSION STATEMENT "To assist my clients in establishing their financial goals. To design a tailor made, personalized plan to fit their individual needs, as families have different top financial histories and goals. To implement a plan that will protect
-
Fulfer & Associates, Inc.
331 North Fifth Street, Suite 100
Garland, TX 75040
P. (972) 272-8567Fulfer & Associates, Inc. has been providing personal and affordable accounting and tax planning services to individuals and businesses throughout the country since 1970. Our financial advising experience encompasses over seventeen years in the indust
-
Blake Cooper Financial Strategies
1001 Main Street Suite 200
Lubbock, TX 79401
P. (806) 744-5511Financial Planning A Philosophy Centered on Client Relationships When Raymond James was founded in 1962, it did not follow the path of its peers ? a transaction-oriented style of business based simply on "selling" investments. Instead, the firm's foun
-
Legamaro Financial Services Inc
717 Everhart Road
Corpus Christi, TX 78411
P. (361) 883-9333Legamaro Financial Services Inc., an independent financial services firm, was founded in 1997 and has combined experience in the top financial services area of over 50 years. Tim Legamaro, a registered representative of INVEST, financial advisor, and regi
-
Ricker Retirement Specialists
6600 Naaman Forest Blvd.
Garland, TX 75044
P. (972) 840-3764A 25-year veteran of the financial services industry, Sue is dedicated to helping individuals achieve their top financial goals through comprehensive retirement planning. She developed the four-phase Ricker Retire Smart! Process to help clients determine
-
Amicus Financial Advisors
4210 85th Street
Lubbock, TX 79423
P. (806) 687-6092Billy practices as a financial planner in our Lubbock, Texas office. He specializes in comprehensive top financial planning for high net worth individuals. Billy earned a BS degree in Personal Financial Planning from Texas Tech University. Prior to joini
-
Fulton Financial Planning
5068 W. Plano Parkway, Suite 227
Plano, TX 75093
P. (972) 248-3807Deidra Fulton is the founder and president of Fulton Financial Planning, Inc., a financial planning and registered investment advisory firm. The firm specializes in providing fee-only financial planning and investment advice to people from all walks of li
-
ALM First Financial Advisors, LLC
6688 N. Central Expressway Suite 200
Dallas, TX 75206
P. (800) 752-4628Emily More Hollis has served as a principal of ALM First Financial Advisors, LLC, since the company was established in 1995. Under her leadership, the company has steadily grown to a client base of more than 130 top financial institutions representing mor
-
Frisco Financial Planning LLC (FFP)
9555 Lebanon Road Suite 303
Frisco, TX 75035
P. (469) 252-1249Frisco Financial Planning LLC (FFP) is a top Dallas financial planning firm and Registered Investment Adviser located twenty minutes north of Dallas in Frisco, Texas (near Plano, McKinney, and Allen). FFP offers advice on investments, insurance, educa
-
McNally Financial Services Corporation
1115 Tranquil Trail Drive
San Antonio, TX 78232
P. (210) 545-7080McNally Financial Services Corporation is a full service Broker Dealer, Registered Investment Advisor, and a Texas General Lines Insurance Agency located in San Antonio Texas. We are a member of the Financial Industry Regulatory Authority, Municipal Secur
-
Haven Advisors
7000 North Mopac Expressway, 2nd Floor
Austin, TX 78731
P. (512) 514 6250Haven Advisors is committed to your future. We don\'t sell financial products. We design a financial plan that includes a diversified asset allocation tailored to your personal situation. Our principal, Louis Kokernak, is an experienced top f
-
Pauley Financial Services
4101 Parkstone Heights Drive
Austin, TX 78746
P. (888) 321-7374Pauley Financial Services is a Financial Advisor that provides Fee-OnlyTM, fiduciary, comprehensive financial planning and investment management services in our new Flower Mound, TX office in addition to our established office in Austin, TX. Acting as
-
Susano Castillo Financial Services
123 Main
Laredo, TX 78041
P. (956) 791- 5433Susano Castillo Financial Services., Laredo\'s first comprehensive and innovative advisory service. Our firm\'s focus is to be the premier provider of investment strategies for the creation, preservation, distribution and transfer of wealth. We maint
-
King Investment Advisors, Inc.
1980 Post Oak Boulevard, Suite 2400
Houston, TX 77056
P. 713.961.0462In today\'s complex economic environment, an increasing number of investors are seeking professional guidance. Whether it is a comfortable retirement, funding college education, or leaving a legacy, KING has helped our clients reach their financial goals
-
Stephanie Kinnunen
6860 N Dallas Pkwy Ste 500 , TX
Plano, TX 75024
P. (972) 244-5818(972) 244-5818 6860 N Dallas Pkwy Ste 500 Plano, TX 75024 As a financial advisor focusing on working with business owners, I can give you the extra confidence that comes from a partnership with someone who understands your financial goals, needs and d
-
Clifton Capital Partners
2813 S. Hulen St. 225
Fort Worth, TX 76109
P. (817) 763-5091Our private Client Service groups offer potential strategies for all aspects of your financial situation. What does this mean? We provide a unique combination of capital preservation and wealth creation strategies.
-
CEP Financial
12345 Jones Rd. Suite 190
Houston, TX 77070
P. (281) 685-9715CEP prepares both comprehensive and segmented financial plans. CEP begins by gathering, analyzing, and evaluating data from the client, including goals and objectives. Comprehensive plans include a case summary, reports on top financial position, cash flo
-
Thornhill Securities
336 South Congress, Suite 200
Austin, TX 78704
P. (512) 472-7171In today's complex financial world, our clients often have financial issues or needs outside of our brokerage or investment management offerings. These may include a desire for comprehensive finacial planning, estate planning, charitable giving structur
-
Trippon Wealth Management Group, LLC
8955 Katy Freeway, Suite 310
Houston, TX 77024
P. (713) 661-1040Nationally Recognized Financial Advisor & Bestselling Author based in Houston, Texas Jim Trippon CPA is one of America\'s foremost authorities on investing; retirement planning and financial markets, and is based in Houston Texas. An Amazon.com bestse
-
Lauterbach Financial Group
4130 Rio Bravo, Suite B
El Paso, TX 79902
P. (915) 544-6950Lauterbach Financial Advisors was founded in 1999 by shareholders of Lauterbach, Borschow & Company, a Certified Public Accounting firm serving West Texas and Southern New Mexico since 1952. Two former CPA firm shareholders serve as representatives of Lau
-
Rosenthal Retirement Planning, LP
100 E. 15th Street, Suite 100
Fort Worth, TX 76102
P. (817) 336-2000Burk Rosenthal, CFP?, ChFC?, CRC?, CFS, President Burk, an independent financial advisor, has been advising clients on strategies to help preserve and manage wealth for 20 years. Burk heads Rosenthal Retirement Planning, LP and is a Registered Principal
-
Amicus Financial Advisors
4202 98th Street
Lubbock, TX 79423
P. (806) 698-1122Joe is a founding partner of Amicus and serves as a financial planner and settlement planner in our Lubbock, Texas office. Before helping to found Amicus, Joe served as a professor (University of Georgia, Georgia State University and Texas Tech University
-
Bell & Valente, LLC
5048 Tennyson Parkway Suite 120
Plano, TX 75024
P. (972) 403-1025Financial Planning A Philosophy Centered on Client Relationships When Raymond James was founded in 1962, it did not follow the path of its peers ? a transaction-oriented style of business based simply on "selling" investments. Instead, the firm's foun
-
Alamo Asset Advisors
16500 San Pedro Suite 300 TX
San Antonio, TX 78232
P. (210) 930-9000OUR INVESTMENT PHILOSOPHY We understand the value of creating a comprehensive investment strategy with your unique financial situation in mind. Our bottom-up approach enables us to understand your current needs and assists in planning for your future r
-
J. GARZA AND COMPANY
111 SOLEDAD STREET SUITE 1315
San Antonio, TX 78205
P. (210) 824 5665Getting Started: Establishing a Financial Safety Net In times of crisis, you don\'t want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you\'re protected when a financial emergency arises. One way to a