Barron Wealth Strategies

Gunter Financial Services

At Gunter Financial Services, our team of financial advisors and Certified Financial Planner professionals have over 60 years of combined investment experience. We specialize in wealth management for individuals, and institutional investment consulting and management for retirement plans, endowments, and foundations. For individual wealth management, we provide comprehensive financial planning and asset management tailored to meet the specific needs and goals of our clients. In the institutional space, we offer Central Texas businesses a customized financial wellness program for their employees, which includes an objective assessment of the current plan structure, the implementation of a revised retirement program (if needed), and ongoing plan monitoring and maintenance. Our process maintains a comprehensive fiduciary standard. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., which offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through Raymond James Financial Services Advisors, Inc.

Gammon Financial, PLLC

Gammon Financial, PLLC is a financial advisor based in Burleson, Texas, just a short drive from downtown Fort Worth. Our mission is to help our clients take proactive steps to live life with purpose. We offer a range of services and products to help you create and implement your personal financial roadmap. These include wealth management, retirement strategies, estate planning, education funding, business solutions, insurance protection, and investment strategies. We understand that most people spend more time planning for their vacations than their retirement. That's why we take a comprehensive approach to helping you plan for your future. We evaluate risks and assess your wealth accumulation and management needs. We also make sure to look at any changes in your life and revise your financial strategy accordingly. At Gammon Financial, PLLC, we are committed to helping you set yourself up for a successful retirement. We will work with you to develop a plan that helps you achieve financial freedom. Get in touch with us today to start your journey towards a secure future.

Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors is a fee-only financial advisor based in Houston, Texas. For over three decades, we have been providing individuals, families, and businesses from all over the world with financial guidance. We strive to make our clients’ lives easier by delivering comprehensive financial planning services and creating lasting relationships with them. Our team of Certified Financial Planner™ professionals and advisors are dedicated to helping you reach your financial goals. We use a combination of investment management and holistic planning strategies to craft comprehensive wealth management solutions tailored to your unique needs. With our help, you can make confident decisions about your future.

Vogel Financial Advisors

Vogel Financial Advisors is a top-notch firm that has been recognized as "best of" in both of D Magazine's financial categories - Top Wealth Managers & Best Financial Planners. This accolade, alongside the honor of being named a Five Star Wealth Manager by Texas Monthly, places VFA in an elite group of advisory firms in the area. At VFA, clients can be sure that decisions are made based on the planning process and not influenced by financial products. With an affiliation to Vogel CPAs, a public accounting firm established in 1951, clients also have the option of receiving integrated tax services. VFA believes that simplicity is better than complexity. The best financial management comes from proven principles that are executed properly. Strategies that are too complicated are often expensive and poorly thought out. The firm has expertise in dealing with widows and creating income streams for retirement. It also has extensive experience working with clients from diverse backgrounds with various needs.

Texas Financial Advisory

Texas Financial Advisory is dedicated to helping individuals and businesses simplify the complexities of their financial situation. Our wealth advisors are committed to protecting and enhancing our clients' wealth through positive collaboration. We boast a team of experts who strive to be a valuable partner in our clients' journey towards financial well-being. We also have a location in New Braunfels, Texas at 524 South Seguin Avenue. Our team of professionals is experienced in fund investments, estate planning, retirement planning, and more. We provide the tailored advice and support necessary to help our clients achieve their financial goals.

Darryl Lyons - PAX Financial Group

At PAX Financial Group, we are passionate about helping others live life to the fullest. With over a century of combined experience, our team of life advisors are committed to helping our clients achieve their financial objectives. Based in San Antonio, Texas, our locally owned and independent firm provides comprehensive financial assessments, investment management, and insurance services all in one place. We have partnered with many leading organizations like Goldman Sachs and Dave Ramsey to bring valuable resources to the community. We are also honored to be part of the Forbes Finance Council that brings business leaders together to make a lasting impact. As a testament to our commitment to providing an excellent work environment, we have been named one of the Best Places to Work in San Antonio for many years and have made the Inc 5000 list three times. Darryl Lyons - PAX Financial Group is dedicated to helping our clients make informed decisions to achieve their financial goals and create meaningful lives.

On The Mark Money

Hi, I'm Mark Stoecker, and if you're seeking a financial advisor, we could be a great fit. As a Fee-Only financial advisor, I take pride in fulfilling my responsibilities as a Fiduciary to my clients. This means that their interests are placed before my own in every process and recommendation. I have been helping customers throughout Texas for over 24 years. Everyone wants assurance that the strategies they use for retirement will bring satisfactory results even in an unpredictable economic climate. Imagine having the peace of mind that comes with knowing you are in control and protected from any future market or economic changes. At On The Mark Money, we offer Innovative Investment Solutions that provide Measurable Success. We also guarantee True Accountability. Our goal is to give you Confidence, ensuring that you are in charge of your Financial Freedom. We strive to win your loyalty and reward your efforts with Real Results. You should always know exactly what is going on. Don't let inaccurate information impact your retirement. Reach out to us today and let's get started.

Cypress Wealth Advisors

At Cypress Wealth Advisors LLC, located in San Antonio, Texas, we take great pride in providing our clients with the highest level of financial services. We strive for excellence and make sure to pay attention to all the details that turn our services into exceptional experiences. Our proactive approach has set us apart from other financial advisors. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Blue Pacific Wealth Management

Blue Pacific Wealth Management, Inc. is a Financial Advisor based in Austin, Texas. Its principal, Bryan Bourgeois, focuses on aiding individuals and families to achieve the futures they desire through Financial Planning, Investment Advisory and Portfolio Management services.With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Barron Wealth Strategies

Barron Wealth Strategies and its financial advisors are located in Weatherford, Texas, a short distance west of Fort Worth. Our goal is to help clients reach their financial goals, manage their finances, and improve their lives. We are an independent advisory firm, which means our advice is not impacted by the conflicts of interest that sometimes arise from larger Wall Street firms. Our team is composed of experienced professionals who strive to provide the best possible service to our clients. We believe in providing tailored advice that is specifically designed to meet the needs of each individual client.Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

MidFirst Bank

MidFirst Bank is a privately owned American financial company that provides an expansive range of services to customers. It offers personal, business, trust, wealth management, private banking, and mortgage products and services. It is the largest independent bank in the United States, giving customers a unique banking experience. MidFirst Bank operates in Oklahoma, Arizona, Colorado, and Texas, providing commercial lending, wealth management, and private banking across the country. The bank's mission is to provide excellent customer service and top-notch banking solutions to its clients. With a focus on customer service, MidFirst Bank has a team of experienced bankers and financial advisors who are dedicated to helping their customers achieve their financial goals. They provide a variety of tools and resources to assist their customers in making informed financial decisions. Additionally, they offer a wide range of online banking tools and services, such as mobile banking, digital payments, and money management tools. These features make it easy for customers to access their accounts and manage their finances from anywhere.

The Marvel Firm

The Marvel Firm is a trusted financial advisor based in Houston, Texas, offering a range of accounting, bookkeeping and tax planning services. We are committed to providing practical guidance to small businesses and individuals to help them succeed. Our experts understand the pressures facing small businesses and can provide strategies for reducing costs and managing finances better. We also have extensive knowledge of tax laws to identify options for minimizing tax liabilities. Our services are tailored to each client's needs, with some outsourcing their entire accounting and bookkeeping tasks to us. Alternatively, we can set up QuickBooks software and provide on-site training for clients who prefer to keep some functions in-house.

MidFirst Bank

MidFirst Bank is a privately owned financial institution in the United States. It provides a variety of services, including personal banking, commercial banking, business banking, trust services, wealth management, private banking, and mortgage products. Its banking centers are located in Oklahoma, Arizona, Colorado and Texas, and it offers its commercial lending, wealth management, and private banking services nationally. The bank's mission is to provide customers with an exceptional customer experience and a range of tailored financial solutions. MidFirst Bank has a dedicated team of professionals and a wide array of products and services to meet the needs of individuals, businesses, and organizations. Its financial advisors are committed to helping customers meet their financial goals through comprehensive planning, asset management, and trust services. Additionally, MidFirst Bank offers a range of mortgage products that can be customized to meet the needs of customers.

American National Bank of Texas

Since 1875, American National Bank of Texas (ANBTX) has been assisting the businesses and households of North Texas with a variety of products and services. Our financial advisors are experienced and provide the expertise and support needed for our customers to meet and surpass their financial objectives. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.