Steve was raised and educated in Dallas, and has had a multifaceted career in investments, business, government, public affairs, media relations and marketing for more than 41 years. His professional experience has included wealth management for private clients and churches, business planning and marketing, high-level government relations, and program development responsibilities. He is currently a Registered Representative with LPL Financial, an independent Financial Advisor with Independent Financial Partners (IFP), and is President of Cotton Wealth Management Associates, a financial planning and wealth management firm.
Gallagher is a global leader in insurance, risk management and consulting services. For over 90 years, we've been providing solutions by putting the needs of our clients first through The Gallagher Way.
This is a local sales office for Principal Financial Group. Our financial professionals will work closely with you on a consultative needs-based approach to find solutions that will help you reach your financial goals.
Weaver, Ware & Martin is a group of financial professionals dedicated to the service and well-being of our clients. We believe passionately in the power of proper financial planning to enhance the lives of our clients and those that depend on them. We are process driven, but never forget that each client is unique. Our solutions reflect that uniqueness as we help our clients achieve their financial goals.
Opes One, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian's offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.
The Addison Financial Center is moving to a new location on March 25, 2024. For the past 150 years, we've worked to make our customers' lives better. That's why we're constantly improving and adding to our full range of banking, investment and insurance solutions. The result is the Frost difference, an intuitive experience that helps you manage your money, grow your wealth and protect your assets with the latest technology, industry-leading security and a reliable financial partner. That means we're here for you 24/7 with sound financial advice and everything you need to reach your milestones. Because when you have an account with Frost, you have a relationship with Frost. Stop by your nearest financial center to experience the Frost difference and discover how we can help you now and in the years to come.
Suzanne Winkelmann joined First Command Financial Services as a Financial Advisor in April 2015, bringing with her three years of industry experience. Before working in the financial industry, Suzanne was a teacher for 10 years.
A graduate of Texas Woman's University with a Bachelor of Science degree, Suzanne holds Series 7 and 66 securities licenses plus Texas state life and health insurance licenses. She is a member of the Financial Planning Association, Women in Financial Services and National Association of Insurance and Financial Advisors.
Suzanne is committed to helping her clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family she serves. With 10 years of teaching experience, Suzanne understands the importance of coaching, and she uses that understanding as she coaches her clients toward productive, lifelong financial habits.
We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.
Dargatz & Company, LLC is a Texas-based independent firm serving a select group of individuals, families, business owners and non-profits both locally and around the country. The firm's mission is to become a trusted partner to our clients by leveraging our professional's passion, expertise and experience as we help them pursue their vision of financial success.
Jeff has been serving clients for over 18 years. He focuses his attention in the areas of comprehensive financial planning, asset management and advising clients regarding charitable strategies.
Built on a successful career as a CFO in the United States and Internationally, John L. Mottram formed his accounting, tax and advisory firm to meet the needs of Board of Directors, CEOs, Presidents, CFOs, Small Business Owners and Individuals who require responsive. confidential, and reliable services that instill confidence in their business success.
As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.
ACM is an independent financial services firm dedicated to working with a select group of families striving to solve the complex issues faced on the road to ones' financial goals.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Plano, TX area, Bruce Bordelon will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Plano, TX area, Jim Middlebrook will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Plano, TX area, Jeff Altman will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
For the past 150 years, we've worked to make our customers' lives better. That's why we're constantly improving and adding to our full range of banking, investment and insurance solutions. The result is the Frost difference, an intuitive experience that helps you manage your money, grow your wealth and protect your assets with the latest technology, industry-leading security and a reliable financial partner. That means we're here for you 24/7 with sound financial advice and everything you need to reach your milestones. Because when you have an account with Frost, you have a relationship with Frost. Stop by your nearest financial center to experience the Frost difference and discover how we can help you now and in the years to come.
When it comes to protecting the ones you love from life's uncertainties, each person's needs are unique. When you contact me at my Richardson office, you'll receive personalized service based on your unique needs. My priority is to help you to create a strategy to give you and your loved ones the peace of mind you deserve.
As a Personal Financial Representative in Richardson, I've gotten to know many local families. I understand that when it comes to preparing for your financial future, each person's needs are unique. That's why when you contact me at my Richardson office, you'll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.
As a Personal Financial Representative in Carrollton, I've gotten to know many local families. I understand that when it comes to planning for your financial future, each person's needs are unique. That's why when you contact me at my Carrollton office, you'll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.
They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, it's more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a plan of action that will help protect your family's wealth, lifestyle and dreams for the future. Let's get started - there's no better time than now.
For the past 150 years, we've worked to make our customers' lives better. That's why we're constantly improving and adding to our full range of banking, investment and insurance solutions. The result is the Frost difference, an intuitive experience that helps you manage your money, grow your wealth and protect your assets with the latest technology, industry-leading security and a reliable financial partner. That means we're here for you 24/7 with sound financial advice and everything you need to reach your milestones. Because when you have an account with Frost, you have a relationship with Frost. Stop by your nearest financial center to experience the Frost difference and discover how we can help you now and in the years to come.
Our firm specializes in providing comprehensive wealth management services to University of Texas alumni, employees, family and friends. We work with our clients to creatively design, develop, defend and distribute their wealth and income in accordance with their prosperity needs, goals, and dreams. We accomplish this through offering our clients fee-only Strategic Wealth Planning Services, fee-or-commission-based Tactical Advisory Services and Consulting Fee Services. All our Services allow access to our unbiased expertise in analyzing, implementing and managing the "best of breed" investment and insurance solutions which are available today in the open marketplace of financial products and services.
At 7th Harvest Investments we are committed to providing clients, partners and the community our very best because we know that the most valuable things in life are rarely achieved without each other. As a financial service provider we also know that trust is paramount. That's why we work diligently to earn that gift each day with integrity and compassion.
Our comprehensive services are rooted in proven strategies, dedicated teamwork, and the experience to back them up. Together with our strategic partners we extend our dedication to service in an effort to impact and improve the lives we touch.
At Five Star Partners, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
Investing principles and strategies *
Retirement investing and distribution strategies *
Estate conservation issues
Risk management analysis
We also can answer your questions, including:
Can I retire early? *
Are my investments working hard enough? *
What's a good approach for college savings? *
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
When you've worked hard to create a great life for yourself and those you love, you deserve to enjoy it-without worrying about your finances. At EQ Wealth Advisors, we remove the mental, emotional, and logistical burden of wealth management so you have freedom to focus on what matters. We take a comprehensive view of your financial world, fitting together all the variables in a way that both simplifies your life and ensures you're on track for your goals. Our mission is to add value wherever we can, and we're constantly looking for ways to learn, grow, and be better advisors. One of the ways we do that is by managing the details of your plan and teaching you exactly what you need to know so you can stop worrying about what you don't. We become like a financial counselor, providing clarity and guidance for all life's decisions-so no matter where you are or what lies ahead, you can trust you're headed in the right direction.
For the past 150 years, we've worked to make our customers' lives better. That's why we're constantly improving and adding to our full range of banking, investment and insurance solutions. The result is the Frost difference, an intuitive experience that helps you manage your money, grow your wealth and protect your assets with the latest technology, industry-leading security and a reliable financial partner. That means we're here for you 24/7 with sound financial advice and everything you need to reach your milestones. Because when you have an account with Frost, you have a relationship with Frost. Stop by your nearest financial center to experience the Frost difference and discover how we can help you now and in the years to come.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Dallas, TX area, Robert J La Grace will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Dallas, TX area, Alex Vilfordi will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
At The Vilfordi Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Dallas, TX area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Dallas, TX area, Michael DeGroat will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Dallas, TX area, Andee Sloot will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Dallas, TX area, Heather A Smith will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Dallas, TX area, Laura Enwere will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
At LaunchPoint Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Dallas, TX area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Debra developed her DBT360 financial planning process as a reflection how we see our role in our clients' lives. We stand with each client and then look from the inside out, on all sides, and with all risks and resources accounted for. The DBT360 helps our clients build a framework for thoughtful decisions about their money, allowing them to shortcut years of wondering what to do, and instead say "This is the best decision for me today."
For the past 150 years, we've worked to make our customers' lives better. That's why we're constantly improving and adding to our full range of banking, investment and insurance solutions. The result is the Frost difference, an intuitive experience that helps you manage your money, grow your wealth and protect your assets with the latest technology, industry-leading security and a reliable financial partner. That means we're here for you 24/7 with sound financial advice and everything you need to reach your milestones. Because when you have an account with Frost, you have a relationship with Frost. Stop by your nearest financial center to experience the Frost difference and discover how we can help you now and in the years to come.
With a history dating back to 1879, Bankers Life provides a broad selection of life insurance and health insurance products designed especially for Americans who are near or in retirement. With over 200 offices across the country, our 3,800+ insurance agents/producers live and work in the communities they serve. Our agents/producers at the local Bankers Life office in Richardson, TX take the time to get to know you as their customers, listen to your needs and values, and are dedicated to helping you meet your goals for a secure retirement. Get to know Bankers Life - and learn why our 1.3 million customers trust us to help protect their financial future, ensuring a healthier and rewarding retirement. The Bankers Life brand is a part of CNO Financial Group, Inc., whose companies provide insurance solutions that help protect the health and retirement needs of working Americans and retirees.
Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Comerica Financial Advisors, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Dallas, TX area, Diane Dawson Giddens will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
For the past 150 years, we've worked to make our customers' lives better. That's why we're constantly improving and adding to our full range of banking, investment and insurance solutions. The result is the Frost difference, an intuitive experience that helps you manage your money, grow your wealth and protect your assets with the latest technology, industry-leading security and a reliable financial partner. That means we're here for you 24/7 with sound financial advice and everything you need to reach your milestones. Because when you have an account with Frost, you have a relationship with Frost. Stop by your nearest financial center to experience the Frost difference and discover how we can help you now and in the years to come.
The advisor listed is an Ameriprise financial advisor in Richardson. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.I'm here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Richardson, TX area, Brian Langford will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. We take the time to understand you and your goals, understand those changing markets and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
When you think of the BIG PICTURE, what comes to mind? For our firm, it's about gaining total clarity over your whole financial life.
To that end, we employ a simple, yet powerful, process that helps ensure your strategies are optimized for your financial well-being. As the old adage goes, "when you are climbing the wall to success, make sure your ladder leans against the correct wall." Above all, our goal is to provide the strategies and guidance to maximize your resources, your money, and most importantly, your time.
Our wealth management advisors in TIAA's Lewisville, TX office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (800) 842-2006.
TFR was founded with the goal of assisting clients in every aspect of their financial lives.
We are creative practitioners and are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
We found too few results for Financial Planners, so here are some similar businesses.
I am your State Farm Insurance Agent for the Dallas, TX area. I have been a State Farm Agent since 2003. I am a graduate from the University of Central Oklahoma with my BA in Education. Over the years my office has qualified for different State Farm Awards including State Farm Ambassador Travel and State Farm Legion of Honor. I am a member of the North Dallas Chamber of Commerce.
The Linda Horton State Farm Insurance office is proud to serve Dallas, Highland Park, University Park, Preston Hollow, The Village, The M Streets, Uptown, Lakewood, Lake Highlands and surrounding Texas with Auto Insurance, Home Insurance, Renter's Insurance, Life Insurance, Pet Insurance, Business Insurance and Financial Services, with a focus on resident relocations to the Dallas County area.
Give us a call if you are moving to Dallas, Highland Park, University Park, Preston Hollow, The Village, The M Streets, Uptown, Lakewood, Lake Highlands, or the surrounding Texas areas. We are a family of highly skilled individuals working together to fulfill a community responsibility of giving outstanding service and also fulfilling our moral obligation of protecting what's important to customer's so they can focus on accomplishing their life goals.
My team of licensed Insurance Professionals is here to help get you Insurance coverage for your specific needs. Not only can we help with Car Insurance, Homeowner's Insurance, Renter's Insurance, Pet Insurance, Life Insurance and Financial Services, but we are also able to assist small business owners with their Commercial lines of Insurance. Call, Click, Text or Stop by the office today for a free Auto Insurance, Homeowner's Insurance or Life Insurance Quote!
The Ann Dunham State Farm Insurance office is proud to serve Plano, TX with Insurance and Financial Services, with a focus on resident relocations to the Collin and Denton County area. I am your State Farm Insurance Agent for the Plano, TX area. I have been servicing State Farm customers since 1975. I am a member of the Plano Chamber of Commerce and a proud Volunteer of Hope's Door (Domestic Violence). My team of licensed Insurance Professionals and I are to help get you Insurance coverage for your specific needs. Not only can we help with Auto Insurance, Homeowners Insurance, Life Insurance and Financial Services, but we are also able to assist small business owners with their Commercial lines of Insurance. Give us a call today for a free Personal Price Plan.
Hi, welcome to the Fabio Fernandez State Farm Insurance Agency! I am your State Farm Insurance Agent for the Lewisville, TX and surrounding area. I have been involved with State Farm Insurance since 2011 and my team has over 30 years of combined insurance experience. We enjoy helping with resident relocations to Lewisville, The Colony, Carrollton, Flower Mound, Frisco and surrounding areas. We focus on Auto Insurance, Homeowner's Insurance, Renter's Insurance, Life Insurance, and Business Insurance! Call or stop by the office for a Personal Price Plan in Lewisville, TX. We can't wait to meet you!
I have represented Allstate since 2013 when I started working as a Licensed Sales Professional. The Colony community is where I opened Chris Hatfield Insurance Agency in 2016. Shortly after, I opened our second location in Aubrey in 2018. I'm proud to lead an outstanding team that wants the best for customers.
I love giving back to the community by sponsoring youth teams and local sports organizations. Being an agency owner has allowed me to support organizations I feel passionate about through The Allstate Foundation's Helping Hands program.
As a father of four, I love spending time with my family, cooking and working out when I'm not at the office. You can also find me enjoying sports, cars and technology. I understand the importance of building a solid foundation for the future and developing long-lasting customer relationships. That's why I'm committed to offering you the best possible service when it comes to your insurance needs.
When you leave my office, I hope you'll feel confident, informed and satisfied in your choices. Do not hesitate to call or visit my team at either of our two locations for any questions or concerns regarding your insurance needs.
I've gotten to know many local families as an Allstate agent in Plano. I enjoy being a part of the community, and building local relationships is one of the best parts of my job. I know what life is like here in Plano - that you choose your car and your home to fit your lifestyle and your budget. I also know how important it is to do the same when it comes to insurance. I look forward to getting to know you and helping you to find the solutions that meet your needs.
Part of what I like best about my job is that I can offer customers options for a wide variety of coverage and services. You can depend on me to help you look at the big picture.
I'm committed to helping Plano residents assess their immediate and long-term needs and choose options that will help them achieve their goals. When you want to explore options for protecting your home, personal property, or financial future, I'm available to answer your questions. If you're already a customer, I'm ready to review your coverage so that you can make any necessary adjustments to fit your changing needs.
