Edward Jones - Financial Advisor: Brian Ross

Kelly Financial Services

Kelly Financial Services provides comprehensive financial advice and services to help individuals achieve their retirement goals. Our mission is to provide tailor-made solutions and support to meet the individual needs of our clients. We offer Roth IRA Transfers and Roth IRS Conversions to assist with retirement planning. We also provide a variety of other services such as Customized Financial Analysis, Estate Services, Financial Planning, Financial Seminars, Financial Services, IRA Solutions, IRA Solutions for Retirement Planning, Life Insurance, Lifetime Income, Lifetime Income Planning for Retirement, Long-Term Care, Making Your IRA Tax Free in Retirement, Retirement Services, Social Security Maximization, Wealth Transfer and Retirement Planning. Our experienced team of professionals have the knowledge and expertise to provide the highest quality of service to ensure that our clients' financial objectives are met. 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.

JHG Financial Advisors

JHG Financial Advisors supports clients in making sound financial choices to ensure their future prosperity and reach their ambitions. Our advisors are equipped with the skills and knowledge to provide clients with the best possible advice and guidance on financial planning, enterprise benefits, and 401K rollover organization and management. 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.

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.

Allstate Insurance: Patrick Becker

As a Personal Financial Representative in Las Vegas, I am familiar with many local families. My knowledge and understanding of the community allows me to provide excellent customer service. It is my pleasure to help families such as yours protect the things that are important, like family, home, car and more. I can also help you create a strategy to reach your financial goals. I take pride in working for a company that has served satisfied customers for more than 80 years. Allstate Insurance: Patrick Becker can offer quality insurance at an affordable price, giving you easy access to contact me in person, over the phone, or through my website - anytime you need. Both Allstate and I understand the importance of price and service in building a lasting relationship. My commitment to you involves: determining your immediate and long-term financial goals; finding solutions to meet your and your family's needs; exploring investment solutions, such as annuities, IRAs, life insurance and college savings; reviewing your insurance and financial needs as they change; answering questions and providing ongoing service and support.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.

JH Advisers

Financial advisors can help people strategize and make informed decisions about their money. At our family-owned and independent firm, we specialize in comprehensive financial planning. Our services range from investment advice and 401k decisions, to tax reduction strategies, Social Security maximization, and even advanced planning software solutions. All of our advisors are Certified Financial Planners. However, please note that we do not offer debt or credit counseling and are not tax preparers or attorneys. We are here to help you invest in your future and ensure a comfortable retirement. With our professional guidance and expertise, we can walk you through the various strategies and options available to you, so that you can make the best decisions for yourself and your family.

Infinity Financial Advisors

Infinity Financial Advisors is a Bellaire-based tax and financial consulting firm, dedicated to offering top-tier support for all of your business management needs. Our team of experts have many years of experience providing advice and auditing services in the field and are committed to helping you overcome any challenge you may face. We also offer bookkeeping, payroll, and other financial services to make managing your business simpler. Reach out to us today to learn more! Our tax professionals strive to provide the highest level of service and are equipped with the knowledge and tools necessary to help you successfully navigate the complexities of taxation and finance. With a client-focused approach, we strive to ensure that our clients receive the best possible advice and guidance. Whether you're looking for assistance with taxes, bookkeeping, payroll, or other financial matters, our team of experts can provide the support and expertise you need.

Edward Jones - Financial Advisor: Paul J Matatall

At Edward Jones - Financial Advisor: Paul J Matatall, we understand that this is a difficult time for many people. We are here to offer our support and guidance, as we care about both your physical and financial health. We strongly believe that your financial goals should always be discussed face-to-face with an advisor, and our team is ready to help you prepare for retirement, save for education, and become a tax-smart investor. With years of experience, we are confident that we can provide the advice and solutions you need for your financial success. 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.

Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only Registered Investment Advisory (RIA) firm that offers its clients over a century of collective financial services knowledge. Our experts are here to help you reach your goals and make sound financial strategies more achievable than you might think. No matter where you are in life, we will be with you until you reach the finish line. We serve as fiduciaries and provide unbiased financial solutions with a single focus: our client’s best interests. We don’t just manage money; we work closely with our clients to create comprehensive, personalized plans that connect all aspects of their finances in order to achieve the best results possible. Our services include: stock options, RSUs, ESPP exercising strategies and diversification for those with concentrated stock options; tax-advantaged retirement planning for business owners; wealth management and transfer solutions for pre-and-post retirees; and financial wellness and investment services for women. At Sierra Pacific Financial Advisors, we strive to ensure our clients are making well-informed and sensible decisions throughout their financial journey - from wealth accumulation to preservation, to distribution.