Texas Bay Credit Union
At Texas Bay Credit Union, we are committed to providing a smooth and easy path to achieving your financial dreams. No matter what stage of this journey you are in, we are here to guide you and provide all the options available to make your goals a reality. From being debt-to taking a family vacation or buying a car or home, we are with you every step of the way.
Our team of dedicated professionals are here for you always, to ensure that your path towards financial success is a straightforward one. We will strive to provide you with the best possible financial advice and solutions, so that you can reach your desired destination. With us as your Financial Partner, your goals become our goals – so let’s get started today!
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Financial Pathways
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The Hopkins Group
The Hopkins Group is a financial services company that strives to provide its clients with holistic financial guidance. Our goal is to develop tailored solutions that are tailored to individual needs and circumstances. We have been in the business for many years, helping our clients achieve their goals by offering personalized advice. We offer a range of services including financial planning, tax and accounting, mortgages and finance, property investment advice, and property management. Our team of professionals have the knowledge and experience to support our clients through every step of their financial journey.You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.
Legacy & Wealth Financial Advisors
Financial planning, investment management, IRAs, 401Ks, mutual funds, annuities, life & health insurance. I can help answer your questions in a clear and honest fashion. My goal is to help reduce my clients' stress around these financial matters and move comfortably into the next phase of their lives. I use leading investment managers and insurance companies to help my clients with their goals. All customer accounts are held at a qualified financial company for your security. I focus on working with clients that have a net worth of $100K and up. 3rd party posts on this profile do not reflect the views of our firm and have not been reviewed for accuracy or completeness.3rd party reviews may not be representative of the experience of other customers and not indicative of future results.Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any security.Legacy & Wealth Financial Advisors is registered as an investment advisor with t
Atlas Capital Management
Financial planning and retirement planning are important components of achieving financial security in the future. Planning for retirement should involve developing a plan for how you will save and invest for the future, in addition to considering how you can best use your current income and resources to achieve your goals. When creating a financial plan, it is important to consider all aspects of your finances. This includes setting a budget, planning for any debts you have, and assessing what investments and savings you already have in place. It is also important to consider your long-term goals such as retirement and college savings. Retirement planning is more than just thinking about how much you need to have saved when you eventually retire. It requires understanding the different types of retirement savings options, such as 401ks, IRAs, and annuities. You should also research different ways to invest and save your money, such as stocks, bonds, mutual funds, and real estate. Lastly, you should consider Social Security and other associated benefits that may be available to you. By taking the time to plan for your financial future, you can ensure that you are well-prepared for whatever life throws your way. A sound financial plan can help you reach your retirement goals, build wealth, and enjoy financial security for years to come.
Cornerstone Financial Consultants
At Cornerstone Financial Consultants, we understand that successful retirement planning requires more than just building assets and protecting them. It involves creating a unified strategy to meet the individual needs and wants of our clients. That's why we take a unique team approach when it comes to retirement preparation. Our team consists of CPA's, attorneys, and other financial professionals who can help create a comprehensive plan to provide tailored solutions for each client. The process begins with an in-depth evaluation of your current financial situation. This helps us to get a clear understanding of your objectives and goals. With that information, we are then able to customize appropriate strategies that work best for you and your vision. This could include tax retirement strategies, guaranteed spending & income plans, college funding, tax management, investment planning, retirement planning, estate conservation, cash management, and charitable giving. Our commitment to you is to provide sound financial guidance and a comprehensive retirement solution. We strive to give you the tools and advice you need to achieve your retirement goals and protect your wealth. With our team of experienced professionals, we are confident that together we can create a solid plan for your future.
Hankewych & Associates
At Hankewych & Associates, Inc., we provide specialized services for small businesses that require personalized attention. Our mission is to provide expert financial guidance for individuals, corporations, partnerships, estates, and trusts. We offer a variety of accounting services, such as payroll services, tax preparation, and electronic filing, to ensure our clients get the most out of their finances. Our team is highly experienced and dedicated to helping our clients succeed. Additionally, we are fluent in Ukrainian, so no matter what language barrier you may have, we can help you understand the ins and outs of your finances. Give us a call today to learn more about our services and get started on your journey to financial success.