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Allstate Personal Financial Representative: Gabriel Almanza Website Image
5510 Abrams Rd Dallas, TX

When it comes to planning for your financial future, I understand that each person's needs are unique. That's why when you contact me at my Dallas office, you'll receive personalized service. As an Allstate Personal Financial Representative, my ongoing priority is to help you create a financial strategy to achieve the peace of mind you deserve.

Allstate Personal Financial Representative: Anthony Pearson Website Image
1229 E Pleasant Run Rd Desoto, TX

As a Personal Financial Representative in Desoto, 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 Desoto 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.

Allstate Personal Financial Representative: Matthew Bordelon Website Image
412 Village Dr Murphy, TX

As a Personal Financial Representative in Murphy, 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 Murphy 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.

Allstate Personal Financial Representative: Andrew Kacz Website Image
17430 Campbell Rd Dallas, TX

When it comes to preparing for your financial future, I understand that each person's needs are unique. That's why when you contact me at my Dallas office, you'll receive personalized service. As an Allstate Personal Financial Representative, my ongoing priority is to help you create a financial strategy to achieve the peace of mind you deserve.

Allstate Personal Financial Representative: L. Dale Nicholson Website Image
2418 Marsh Ln Carrollton, TX

As a Personal Financial Representative in Garland, 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 Garland 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.

Allstate Personal Financial Representative: Scott Carlton Website Image
801 E Plano Pkwy Plano, TX

As a Personal Financial Representative in Plano, 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 Plano 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.

Allstate Personal Financial Representative: William Doran Website Image
6404 International Pkwy Plano, TX

As a Personal Financial Representative in Plano, 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 Plano 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.

Allstate Personal Financial Representative: Georgia Adams Website Image
4444 W Illinois Ave Dallas, TX

As a Personal Financial Representative in Dallas, 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 Dallas 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.

Allstate Personal Financial Representative: Scott Grooms Website Image
14675 Midway Rd Addison, TX

As a Personal Financial Representative in Addison, 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 Addison 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.

Allstate Personal Financial Representative: Rodolfo De La Sierra Website Image
6500 Greenville Ave Dallas, TX

As a Personal Financial Representative in Dallas, 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 Dallas 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.

Future Financial Solutions Website Image
5804 Valencia Dr Flower Mound, TX

Helpful strategies for managing and building wealth are what we provide at Future Financial Solutions. As a financial advisor in Flower Mound, TX, we realize everyone's financial needs are incredibly personal, which is why we create financial plans that reflect your goals. True wealth building begins in the day-to-day. That's why we offer comprehensive wealth management services to aid you in your wealth-building journey. Call us so we can start today!

Garner Financial Website Image
3120 Milton Avenue University Park, TX

James Garner has been involved in financial services since 1966. He is an Investment Adviser Representative of Eagle Strategies LLC, a Registered Investment Adviser. Mr. Garner is a member of the American Society of CLU and ChFC, the Financial Planning Association, and the Dallas Estate Planning Council. He holds the Chartered Financial Consultant, Chartered Life Underwriter Underwriter, and Chartered Advisor in Philanthropy designations from the American College.

TSG Financial Strategies LLC Website Image
12201 Merit Drive Dallas, TX

As a Certified Financial Planner, I am a trained professional who can help you identify your financial needs and then determine how to help you plan to accomplish your goals.

Hill and McCoy Insurance Agency Website Image
4315 Windsor Centre Trail Flower Mound, TX

Jeremy Hill at Hill and McCoy Financial is proud to associate with Mutual of Omaha Investor Services, as his broker/dealer. We specialize in helping individuals, families, and small businesses work towards their financial goals by providing them with an array of financial and investment planning services. Allowing us to design our client's personal financial plan specific to their needs, goals, and financial dreams, not what's best for the advisor.

Brentt Shropshire, Financial Services Professional Website Image
12201 Merit Drive Dallas, TX

I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. To make the best partner for my clients, I have found that getting to know my clients - their hopes, dreams and goals for the future - is the most important first step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know. CA license number 0N05271

Tara Blair - Financial Services Professional Website Image
12201 Merit Drive Dallas, TX

Depending on your needs, I can introduce you to efficient ways to help protect your family's lifestyle and future, including but not limited to preparing for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance and investments through New York Life Insurance Company and Nylife Securities. In addition to my licenses and years of experience, I hold a BS in Biomedical Engineering from The University of Texas at Dallas and have participated in New York Life's well-known training program, NYLIC University.

Visionary Financial Group Website Image
3305 Long Prairie Road Flower Mound, TX

We believe that for you to trust us with your financial future, you first need to understand your options. We educate our clients on the products and services you need, we don't just "sell" you things. Integrity is the foundation of our business. Our business doesn't exist without the trust of our clients.

Spectrum Financial Group Website Image
13455 Noel Road Dallas, TX

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.

Ambrose Capital Management Website Image
13155 Noel Road Dallas, TX

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.

Interlinc Financial Advisors, Inc. Website Image
1400 Preston Road Plano, TX

We at InterLinc Financial Advisors desire to know and understand your financial objectives and then provide you with the highest quality of information, service, and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them both professionally and personally. We provide frequent, consistent contact with our clients to educate and inform them, so that proper decisions can be made going forth. We offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams.

Also Serving the Following Office Locations:
West Plano
Central Plano
Grapevine
Las Colinas
N. Dallas
Park Cities
Preston Hollow

Texas Financial Resources Website Image
5040 Tennyson Parkway Plano, TX

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.

Strongbridge Wealth Advisors Website Image
2904 Corporate Circle Flower Mound, TX

We not only help our clients discover their definition of financial success, we help them develop a strategy to work towards that definition. Whether that is developing an income plan for retirement or leaving a legacy for your family, we would love to learn more about you and your goals.
As Independent financial advisors, we are not locked in to proprietary investments. We are free to use the investments and services that are the best for your situation. This allows us to work with a large stable of money managers and investment providers in the form of ETFs, mutual funds, annuities, and life insurance.

Paul Pomeroy, MBA, CFP, AIF Website Image
4880 Long Prairie Road Flower Mound, TX

7th Harvest Investments Website Image
100 North Central Expressway Richardson, TX

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.

The Big Picture Group Website Image
2425 N Central Expressway Richardson, TX

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.

Charlie Eshelman Website Image
17110 Dallas Pkwy Dallas, TX

As a financial professional with AXA Advisors, LLC, and active member of the Murphy, Texas community, I am dedicated to helping individuals and businesses build their financial futures.

Allstate Insurance Agent: Paula Huemmer Website Image
709 S Coppell Rd Coppell, TX

As a Personal Financial Representative in Coppell, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.

Farmers Insurance - Rebecca Dillow Website Image
5212 Tennyson Pkwy Plano, TX

COVID-19 Update: We are still open, but for the safety of our customers, agents, and employees, Farmers agents are available online or via phone.

Fuentes Wealth Advisors Website Image
7001 Preston Rd Dallas, TX

Serving Dallas, TX and outlying areas, Emilio Fuentes and associates of Fuentes Wealth Advisors is offering the following services not limited to: Insurance and Annuity products, Estate Planning, Investment Management and Retirement Strategies

Gilhang & Hays Financial Management Group, LLC Website Image
8150 North Central Expressway Dallas, TX

Our mission is to help our clients find true financial independence and enjoy a work-optional lifestyle.

We begin by uncovering what is important in their lives - what they want to protect, preserve or grow - and then we work closely with them throughout the financial planning process.

We take a highly collaborative approach that emphasizes open, frequent communication and detailed follow-through.

We believe in proactive life planning, and we measure our success by how well we help our clients improve the quality of their lives.

Smith Anglin Financial Website Image
14755 Preston Road Suite 700 Dallas, TX

Smith Anglin is a full-service wealth management firm which has been providing expert investment, tax, and estate planning for over fifty years. At Smith Anglin, we specialize in helping individuals and families make informed financial and tax decisions triggered by their unique life events that occur before, at, and after retirement. We take pride in providing peace of mind by conscientiously helping clients secure their financial well-being throughout the course of their lives. Smith Anglin is also a leader in retirement readiness for the airline industry, serving the needs of pilots, airline professionals and their families.

Carter Financial Management Website Image
12222 Merit Drive, Suite 1800 Dallas, TX

Once your plan is in place, we put the recommendations and financial solutions to work through our four-step implementation process, which has been refined and perfected for over four decades.
1. Identify Options
2. Develop Strategy
3. Construct Portfolio
4. Measure and Manage

Weaver, Ware & Martin Website Image
15851 Dallas Parkway Addison, TX

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.

Vaughn Asset Advisory Website Image
1910 Pacific Ave Dallas, TX

Vaughn Asset Advisory is a boutique wealth management firm located in the heart of Dallas, Texas. We specialize in providing investment management and financial planning services to private clients, small to middle market businesses, and the executives and employees which make these enterprises possible. Our clients choose Vaughn Asset Advisory because they have worked hard, built a nest egg, and want a partner who can help them grow their assets responsibly, manage risk effectively, and create a plan designed for passing their wealth to the next generation.

ELS Vision Wealth Management Website Image
1801 North Hampton Road DeSoto, TX

Our business is built on a foundation of thoughtful client relationships. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Frost Bank Website Image
700 E. Campbell Road Richardson, TX

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.

Frost Bank Website Image
11701 Plano Rd Dallas, TX

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.

Frost Bank Website Image
1111 W. Belt Line Road Carrollton, TX

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.

Frost Bank Website Image
6312 La Vista Dr Dallas, TX

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.

Fidelity Investments Website Image
5905 Legacy Drive Plano, TX

Select services available at Fidelity Investor Centers
We have placed secure drop boxes at Fidelity Investor Center locations for the following services that cannot be completed digitally or by phone:
Paper check deposits with account number marked clearly on the check
New account paper applications
Completed paperwork
Instructions for using the secure drop box will be posted on the Investor Center door. Also, please note that we cannot accept stock certificates at our Investor Centers.

Fidelity Investments Website Image
4001 Northwest Parkway Dallas, TX

Select services available at Fidelity Investor Centers
We have placed secure drop boxes at Fidelity Investor Center locations for the following services that cannot be completed digitally or by phone:
Paper check deposits with account number marked clearly on the check
New account paper applications
Completed paperwork
Instructions for using the secure drop box will be posted on the Investor Center door. Also, please note that we cannot accept stock certificates at our Investor Centers.

ISC Group, Inc Website Image
3500 Oak Lawn Avenue Dallas, TX

At ISC Group, Inc., we can help you develop strategies to grow and protect your wealth so that you can live life on your terms. Our advisors are passionate about helping you navigate the complexities of the financial world. From individual investors to entrepreneurs and non-profits, our services are carefully designed for your success.

Five Star Partners Website Image
100 North Central Expressway Richardson, TX

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.

Dargatz & Company, LLC Website Image
17300 North Dallas Parkway Dallas, TX

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.

Cotton Wealth Management Associates Website Image
15301 Spectrum Drive Addison, TX

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.

GM Wealth Group Website Image
901 Main Street Dallas, TX

We listen before we talk.
Founded in 2010, GM Wealth Group is a woman-owned and operated financial services firm committed to helping individuals manage all aspects of their financial lives. Our client-centric, customized approach stands out in the industry, and we offer a broad suite of products and services tailored to fit each client's distinct financial situation.

We take ample time upfront to understand the factors affecting our clients' financial futures and believe that the best strategy is a mix of art and science - a thoughtful, yet proven approach. We build a program that fits your life and suits the complexities of your unique financial situation. We don't plug your life into a program. We don't depend on a formula.

We believe in what we do
Our distinctive approach to wealth management coupled with our commitment to excellence has resulted in a high client retention rate throughout our business tenure. We are committed to helping our clients realize the vision for their financial future because we know they value this long-term approach.

TIAA Financial Services Website Image
2850 Lake Vista Drive Lewisville, TX

TIAA's Lewisville, TX is staffed with a team of wealth management advisors and financial consultants who are available by appointment only. Advisors help clients plan for lifelong income, save for retirement, and make smart investment decisions. Before visiting the office, please call to schedule an appointment (800) 842-2006.

Mary Pepkin - Ameriprise Financial Services, LLC Website Image
2221 Lakeside Blvd Richardson, TX

Serving you in these unprecedented times

During the current period of market pressure, we're watching the markets closely and are committed to helping you navigate the cycles of volatility.
We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let's talk. Together we can determine what, if any actions, you can take. We're available to connect with you as is most convenient during this time, including by phone or online. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Jonathan Frigo - Ameriprise Financial Services, LLC Website Image
6860 N Dallas Pkwy Plano, TX

Serving you in these unprecedented times

During the current period of market pressure, we're watching the markets closely and are committed to helping you navigate the cycles of volatility.
We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let's talk. Together we can determine what, if any actions, you can take. We're available to connect with you as is most convenient during this time, including by phone or online. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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Lauren Stone - State Farm Insurance Agent Website Image
2200 State Hwy. 114 W. Grapevine, TX

Located in Grapevine, TX Lauren Stone State Farm Insurance offers all types of insurance such as Auto Insurance, Home Insurance, Life Insurance, Health, Renters and Business Insurance. Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

Tim Shoopman - State Farm Insurance Agent Website Image
1004 North Locust Street Denton, TX

State Farm Insurance has been providing customers with a full line of insurance products for over 80 years. Call, click or visit your nearest State Farm Insurance Agent for more information. Get a quote on insurance products and services including Car Insurance, Auto Insurance, Homeowners Insurance, Condominium Insurance, Renters Insurance, Motorcycle Insurance, Farm & Ranch Insurance, Personal Insurance, Life & Annuities, Health Insurance, Disability, Long-term Care, Business & Commercial Insurance, Boat Insurance and more. Multi-line discounts may be available. We can also provide guidance with your financial decisions for personal retirement, education savings, business retirement and a variety of other account types. State Farm Bank offers the convenience of Online Banking, Credit Cards and Loans. More details and insurance quotes are available by clicking on my website. Like a good neighbor, State Farm is there.

Linda Horton - State Farm Insurance Agent Website Image
8150 N Central Expressway Dallas, TX

Located in Dallas, TX Linda Horton State Farm Insurance offers all types of insurance such as Auto Insurance, Home Insurance, Life Insurance, Health, Renters and Business Insurance. Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

Tammy Edwards - State Farm Insurance Agent Website Image
2500 Lakeside Pkwy Flower Mound, TX

Located in Flower Mound, TX Tammy Edwards State Farm Insurance offers all types of insurance such as Auto Insurance, Home Insurance, Life Insurance, Health, Renters and Business Insurance. Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

Erik Slaughter - State Farm Insurance Agent Website Image
120 S Denton Tap Road Coppell, TX

Located in Coppell TX, Erik Slaughter State Farm Insurance offers all types of insurance such as Auto Insurance, Home Insurance, Life Insurance, Health, Renters and Business Insurance. Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

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