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Richard W. Rose, II

CFP®

Product Management Director

Specialties:

Financial Advisor serving Texas and the surrounding communities.

USAA Enterprise Advice Group

9800 Fredericksburg Rd
San Antonio, TX 78288
(210) 456-9356

Kim Cornwell

CFP®

Senior Vice President

Specialties:

Financial Advisor serving Texas and the surrounding communities.

South Texas Money Management, Ltd.

700 North St. Mary's St., Ste 100
San Antonio, TX 78205
(210) 245-2746

Michael J. Miller

CFP®

Specialties: Budget & Debt Management, Attending College, Annuities, Asset Allocation, Employee...More

Financial Advisor serving Texas and the surrounding communities.

GWN Securities, Inc.

7120 I-40 West, Ste 418
Amarillo, TX 79106
(806) 359-6526

Brian D. Esway

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Investment Management...More

Financial Advisor serving Texas and the surrounding communities.

Eagle Strategies

6200 Bridgepoint Pkwy, Ste 300
Austin, TX 78730-5106
(512) 329-4288

Michael Crews

MBA, CFP®

CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Financial Advisor serving Texas and the surrounding communities.

North Texas Wealth Management

790 S. Watters Rd, Suite 100
Allen, TX 75013

Laurence Egle

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Eagle Harbor Financial

1490 Rusk Rd, Ste 101
Round Rock, TX 78664
(512) 345-3057
CONNECT WITH Laurence
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Joshua Hebert

CFP®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Beacon Financial Advisors, Ltd.

1800 St. James Place, Ste 101
Houston, TX 77056
(713) 622-9981 x13

Paul D. Smith

CFP®

Financial Adviser

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Physicians Resource Services

6500 River Place Blvd, Bldg 7 Ste 250
Austin, TX 78730
(512) 334-6200
CONNECT WITH Paul
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Matthew Bungo

CFP®, CWS®

Vice President - Branch Manager

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying...More

Financial Advisor serving Texas and the surrounding communities.

Charles Schwab & Co. Inc.

409 Throckmorton St
Fort Worth, TX 76102
(817) 820-1151

Anita L. Hawks

CFP®, CRPS®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Capital Strategies - Mass Mutual

317 Grace Lane, Suite 250
Austin, TX 78746
5126376230

Michael Booker

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Texas and the surrounding communities.

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy, Ste 200
Houston, TX 77027
713-623-6600

Darrick L. McGill

CFP® CIMA®

Regional Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Primerica Advisors

1911 N Austin Avenue, Suite 300
Georgetown, TX 78626

Primerica Advisors

PO Box 708
Georgetown, TX 78627
(877) 238-9582
(512) 331-7552
CONNECT WITH Darrick
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Patrick Fontana

CFP®

Founder

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Estate...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Fontana Financial Planning

12240 Inwood Rd STE 450
Dallas, TX 75244-8089
(214) 400-1001
CONNECT WITH Patrick
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Catherine Morrison

CFP®

Specialties:

Financial Advisor serving Texas and the surrounding communities.

Conservant Capital

434 N Loop 1604 W, Ste 2203
San Antonio, TX 78232-1375
(210) 591-7100

William G. Christian

J.D., CFP®.

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Texas and the surrounding communities.

Capital Financial Planning Group

975 Corbindale Rd, Ste 109
Houston, TX 77024-2810
(713) 932-1955

Lynn B. McIntire

CFP®, CLU®, CAP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking,...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Cadent Capital LLC

105 Decker Dr., Suite 450
Irving, TX 75062
(972) 441-4554

David A. Ragan

CFP®

Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Grunden Financial Advisory, Inc

515 S Carroll Blvd
Denton, TX 76201

Grunden Financial Advisory, Inc

406 Pegasus Rdg
Argyle, TX 76226-1886
(940) 591-9007
CONNECT WITH David
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Robin Giles

CFP®

Specialties: Attending College, Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Apex Wealth Management, LLC

5130 Cinco Forest Trl
Katy, TX 77494
(832) 304-1460

Steven T. Schlegel

CPA, CFP®

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance,...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

SchlegelDunn LLC

7160 Dallas Pkwy, Ste 230
Plano, TX 75024
(972) 754-2693

Allison G. Geiger

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Investment Management,...More

Financial Advisor serving Texas and the surrounding communities.

Heritage Financial Planning

10440 N Central Expy, Ste 1540
Dallas, TX 75231-2267
(214) 446-2100

James A. Wade

CFP® CSA®

Specialties: Attending College, Annuities, Asset Allocation, Business Taxes, Career Change, Investment...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

UNITY Financial Services

610 N Town East Blvd, Suite 102
Mesquite, TX 75150
(972) 329-9453

Bryan D. Zschiesche

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy, Ste 200
Houston, TX 77027
(713) 623-6600
CONNECT WITH Bryan
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Katie W. Brewer

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Buying a Home, Career Change,...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Your Richest Life

1008 Ridge Rd
Rockwall, TX 75087
(469) 708-7975

Jonathan R. Meaney

CFP®

Vice President / Wealth Manager

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Carter Financial Management, 12222 Merit Drive, Suite 1800
Dallas, TX 75251
(214) 363-4200
CONNECT WITH Jonathan
  • linkedin link

Scott Schlegel

CFP®, CPA

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Texas and the surrounding communities.

Commonwealth Financial Network

7160 Dallas Pkwy, Ste 230
Plano, TX 75024
(972) 978-1190

Derrick McCarley

CFP®

Specialties:

Financial Advisor serving Texas and the surrounding communities.

Edward Jones

303 Longmire Rd, Suite 101
Conroe, TX 77304
(936) 539-1270
CONNECT WITH Derrick
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Colton Richards

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Financial Advisor serving Texas and the surrounding communities.

10000 N Central Expy, Ste 700
Dallas, TX 75231-2399
(972) 421-2068
CONNECT WITH Colton
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Gregory D. Gardner

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

The Gardner Group

5656 N. Central Expressway, Suite 500
Dallas, TX 75206
(214) 706-4369

Angel G. Escobedo

CFP®

Senior Financial Advisor

Specialties:

Fee Only Financial Advisor serving Texas and the surrounding communities.

Fiduciary Financial Advisors

9600 Great Hills Trl, Ste 150W
Austin, TX 78759-6303

Fiduciary Financial Advisors

9600 Great Hills Trail
Austin, TX 78759
(512) 710-5089
CONNECT WITH Angel
  • linkedin link