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Investment Bankers in Texas

Redfish Capital Management photos
Redfish Capital Management, Cypress
Cypress / Texas / United States
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The resources of a large firm, with the personal attention of a small practice.
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Kevin Carswell photos
Kevin Carswell, Tyler
Tyler / Texas / United States
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Independent and Objective Wealth Management usually involves multiple needs which require comprehensive strategies. It is not surprising most investors hesitate to embrace the complexity of financial products. It is common many procrastinate or, avoid these issues altogether. My experience allows me to discern which investments are most suitable and try to bring clarity from the clutter. Having the freedom to be independent and objective truly allows me to offer the most appropriate strategy to my clients.
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Stroud Financial Management, Inc. photos
Stroud Financial Management, Inc., Fort Worth
Fort Worth / Texas / United States
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My name is Emily Graham Stroud, MBA, CFA and I am President and Owner of Stroud Financial Management, Inc. I have had the privilege of working with successful individuals and businesses in the Dallas/Fort Worth Metroplex for many years. I hold various professional designations, am fully licensed with FINRA to sell securities, and am licensed to sell insurance by the Texas State Board Of Insurance. I became a Chartered Financial Analyst (CFA) in 2002 and a Member of the Association of Investment Management and Research (AIMR). I am a Representative of Cambridge Investment Research, Inc. and I am licensed to sell a variety of investment management and insurance products.
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White & Associates Real Estate Services photos
White & Associates Real Estate Services, Grand Prairie
Grand Prairie / Texas / United States
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White and Associates Real Estate Services is a multi-service real estate company primarily serving southern Dallas and Tarrant counties, with its home base in Grand Prairie. We have helped our neighbors buy, sell, manage and invest in real property in this area for more than forty years. A family operation, we take pride in a reputation for outstanding service, hard work, professional experience and total integrity and honesty. We actively partner with our community through the schools, the Chamber of Commerce, professional and service organizations, cultural events, and our church. Each member of our ?team? has been recognized for outstanding civic accomplishment, and we are grateful to be part of helping make this community and area such a wonderful place to make a home! When the time comes for you to buy or lease your own home in Grand Prairie or one of the surrounding communities, we hope you will remember us and let us be of help. Our goal is to provide you with the information you need to make the best decision about home buying or selling, investing or leasing, and to make the process as easy and as pleasant for you as possible!
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Edward Jones - Financial Advisor: Justin M Jersey photos
Edward Jones - Financial Advisor: Justin M Jersey, Hempstead
Hempstead / Texas / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Cotton Wealth Management Associates photos
Cotton Wealth Management Associates, Addison
Addison / Texas / United States
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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.
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Fawkes Homes photos
Fawkes Homes, Brookshire
Brookshire / Texas / United States
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Fawkes Homes is a local, family owned house buying business with a reputation for helping homeowners get rid of their properties quickly and easily. If you are looking to sell your house fast and want to avoid the hassles of working with a real estate agent, we are the perfect solution for you! Were easy to work with and do fair, win-win deals. Well do our very best to help you in any way we can. Reach out to us today!
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Dargatz & Company, LLC photos
Dargatz & Company, LLC, Dallas
Dallas / Texas / United States
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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 firms mission is to become a trusted partner to our clients by leveraging our professionals 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.
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Lake Point Advisory Group Plano Office photos
Lake Point Advisory Group Plano Office
Plano / Texas / United States
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Lake Point Advisory Group works with friends and neighbors in North Texas to make retirement goals become realities through smart financial investment.
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VisionPoint Advisory Group photos
VisionPoint Advisory Group, Dallas
Dallas / Texas / United States
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Vision: Building an enduring business that impacts the personal and financial success of our clients, employees, advisors and owners. Mission: We accomplish our vision by providing premier services that enhance the Companies, Individuals and Advisors we serve. Values: The core values that drive our firm consist of: Collaboration: We believe results are enhanced when we partner together. Service: We believe our most important goals are met only through serving others. Impact: It’s not only about the plan, it’s about the results.
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LPL Financial photos
LPL Financial, Irving
Irving / Texas / United States
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Richard A. Baird (Rick) is a Registered Principal and Wealth Consultant at LPL Financial. In 1992, Rick joined his father Kay H. Baird, one of the pioneers of the Financial Planning Industry, to provide financial planning advice to employees of a Fortune 500 corporation that spanned over 20 states. Rick was also responsible for the successful re-launch of the Tulsa investment division of a billion dollar regional bank in Oklahoma.
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Luis Landin - Ameriprise Financial Services, Inc. photos
Luis Landin - Ameriprise Financial Services, Inc., El Paso
El Paso / Texas / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Virtus Wealth Management photos
Virtus Wealth Management, Southlake
Southlake / Texas / United States
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Wealth Management is much more than managing assets. Our mission is to provide innovative, sophisticated and highly customized wealth management solutions that address all facets of your finances.
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ICMC photos
ICMC, Dallas
Dallas / Texas / United States
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ICMC is a different kind of wealth management firm focused on the exclusive needs of high net-worth investors.For over 40 years, we have helped our clients identify their financial priorities, develop an optimized plan to attain their objectives, and then manage the process through the ongoing ups and downs in the economy, political and investment markets. The difference between ICMC and other financial advisors is our familiarity with, knowledge of, and access to a variety of investment options, strategies and opportunities that are typically only available to the ultra-wealthy.
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Audree Begay - Ameriprise Financial Services, Inc. photos
Audree Begay - Ameriprise Financial Services, Inc., Houston
Houston / Texas / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Edward Jones - Financial Advisor: Cindy Brewington photos
Edward Jones - Financial Advisor: Cindy Brewington, North Richland Hills
North Richland Hills / Texas / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Griffin Asset Management photos
Griffin Asset Management, New Braunfels
New Braunfels / Texas / United States
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At Griffin Asset Management our mission is to provide managed money services that are transparent, trackable and cost conscience. Located in New Braunfels, TX we are proud of our community and are dedicated to giving back to where we live. We provide services for every life situation, from financial planning, investment management, retirement planning... we can even help manage your life insurance needs. As financial consultants we work with you to come up with a customized plan that reflects your investment goals. We work to keep our financial management handled in house, which ensures we always have an understanding of what we are doing with your hard-earned money. Call us today to learn more and to see if we can help you!
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AC Financial Investment and Wealth Management photos
AC Financial Investment and Wealth Management, San Antonio
San Antonio / Texas / United States
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Welcome and thanks for visiting our website. My name is Albert Cavazos, the owner and principal at AC Financial. We understand the challenges you face in trying to organize and manage your personal finances. With over 30 years experience in the financial services industry, we can provide you with a better approach that is simple, smart and more personal. We can help you gain the peace of mind and security that comes with financial independence. Whatever your goals may be (retirement, college savings, or estate planning) our services provide trustworthy guidance so you can prudently work towards achievements and long-term success.
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Sequoia Private Wealth Management photos
Sequoia Private Wealth Management, Plano
Plano / Texas / United States
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William Hubble, CFP® founded Sequoia Private Wealth Management as a forward-thinking, fee-only Registered Investment Advisor firm, replacing the usual Wall Street hype with high-touch wealth management, retirement-ready planning, and evidence-based investing. We help families aspire toward their greatest financial goals.
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Edward Jones - Financial Advisor: John W Chapman, CFP® photos
Edward Jones - Financial Advisor: John W Chapman, CFP®, Fort Worth
Fort Worth / Texas / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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