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Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement approach, I help my clients plan by recommending thoughtful asset management strategies, proper insurance coverage and solutions for long-term care costs. I also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. My practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Austin / Texas / United States
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When you need a fast, reliable, and friendly mortgage you need Monica Van Valkenburgh and Lake Travis Mortgages! Mortgage lender Monica from Travis Lake Mortgages is ready to service you in any of your mortgage needs. She offers all of the typical mortgage products of VA loans, USDA loans, FHA loans and conventional loans. but is also experienced in some specialty loan types like construction loans, lot loans, foreign national loans, and jumbo mortgages. Give Monica a call today to apply for a free pre-qualification or a quick quote!
Austin / Texas / United States
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SWBC Mortgage Corporation is a full-service mortgage banking firm headquartered in San Antonio, Texas, with offices across the nation. We are a wholly owned subsidiary of SWBC, a diversified financial services company. We offer the perfect mix of superior service, products, and pricing to make the home financing experience memorable. Whether you are buying your first home, dream home, investment property, or are interested in refinancing an existing loan, contact us today for more information and a complimentary mortgage analysis. SWBC Mortgage offers a range of loan products and financing, including Conventional, FHA, VA, Jumbo, Investment Property and more. Loans are subject to credit approval and property approval. Other guidelines may apply. Rates are subject to change.
Austin / 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.
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.
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.
Austin / Texas / United States
0.0
BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
Austin / Texas / United States
0.0
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.
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.
Putting clients first; its what I do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values. Im proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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.
Austin / Texas / United States
0.0
We are dedicated to answering any of your mortgage questions and will guide our clients through the home loan process to ensure an efficient and personalized loan experience.
Austin / Texas / United States
0.0
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.
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.
Austin / Texas / United States
0.0
We are dedicated to answering any of your mortgage questions and will guide our clients through the home loan process to ensure an efficient and personalized loan experience.
Austin / Texas / United States
0.0
Texas roots. World-class service. From banking and insurance to all your investment needs, Frost is here for you. Literally. If youre in Texas, chances are theres a Frost nearby with folks you can trust to navigate you through any financial decision, no matter how simple or complicated. And because we put people first, youll get the kind of customer service Frost has been known for since we first started serving this great state six generations ago. Youll also be able to take advantage of our time-tested, disciplined approach to helping you make the right financial decisions for your money.
Austin / Texas / United States
0.0
I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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.
Austin / Texas / United States
0.0
Liberty Tax is a full service income tax preparation company. Visit your local Austin TX Liberty Tax office for professional & friendly tax preparation help & tax classes to help maximize your refund!. Offering expert tax preparation & superior customer service. Office hours vary by location.
Austin / Texas / United States
0.0
CMG leads the mortgage industry in building awareness of the many advantages homeownership while innovating mortgage products that answer the needs of todays home buyer. Philip Sikkema, based out of Austin, TX provides a variety of mortgage solutions tailored to fit the needs of repeat home buyer, first time home buyers, investors, or those who just need to refinance a mortgage. Philip can teach you about the variety of loan products CMG provides including conventional loans, FHA home loans, VA home loans, Jumbo loans, home improvement loans, USDA home loans, crowdfunding through HomeFundMe, as well as grant and down payment assistance options. Check out their website to meet the team, view the mortgage blog, mortgage calculator, customer testimonials, or start your mortgage prequalification and see what current mortgage rates you qualify for. Get in touch today and experience extraordinary. Founded in 1993, CMG currently operates in all states and the District of Columbia and holds federal agency lending approvals with HUD, VA, RHS, GNMA, FNMA, and FHLMC. CMG thrives on providing a personal customer service experience while functioning with the operational efficiency of a national firm. CMG proudly partners with some of the top real estate agencies, financial planning and investment firms, and builders across the nation to ensure their clients home purchases close on-time, every time.