Vogel Financial Advisors in Richardson,TX

Justin D. Streeter, CPA, CFP, APMA - Ameriprise Financial

At Justin D. Streeter, CPA, CFP - Ameriprise Financial, we understand the importance of managing and planning your wealth for retirement. We strive to create a personalized plan specifically tailored to each individual's needs and goals. As the leading wealth management and retirement planning firm in Marietta, East Cobb, Roswell, and Sandy Springs, we take our fiduciary duties to you very seriously. Our highly experienced team of financial professionals has the expertise to help you navigate complex financial decisions and achieve success. We are committed to providing our clients with the highest level of service and support, so contact us today or visit our website for more information. 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.

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.

Hal Blanchard Law Firm

Introduction: Hal R. Blanchard has over 40 years of experience in the practice of law. Mr. Blanchard focuses his practice on estate planning, wills, trusts, and probate administration. Prior to the practice of law, Mr. Blanchard served in the U.S. Army from 1967-1969 (E-5), and then the Medical Nutrition Laboratory of the Fitzsimons Army Hospital in Aurora, Colorado. He is a member of several prominent legal organizations and is the recipient of a distinguished rating from Martindale-Hubbell. In 2009, 5280 Magazine named Mr. Blanchard a "Five-Star Wealth Manager in Estate Planning." He is client and results oriented handling each case with care, compassion and professionalism. Education University of Denver, J.D., 1971 Western Michigan University, B.A. Chemistry, 1966 Admissions Colorado, 1972 U.S. District Court, District of Colorado, 1972 U.S. Tax Court, 1972 Memberships Denver Bar Association Colorado Bar Association Douglas-Elbert County Bar Association Awards & Honors Martindale-Hubbell BV Distinguished Rating 5280 Magazine Five-Star Wealth Manager in Estate Planning.

Chris Covert CPA, CFP

My mission is to assist clients in achieving financial goals by customizing solutions for their unique objectives. I specialize in wealth accumulation, retirement distribution and legacy transfer strategies. Independent holistic advice is the cornerstone of my practice: * As an independent advisor, I leverage the best resources, technology and research available without compromising my ability to provide unbiased services and sophisticated solutions. * With more than two decades as a CPA, tax guidance is incorporated into the decision making process, a benefit most financial planners cannot provide. I motivate clients to make informed decisions through education, communication and service. My knowledge, integrity and experience make me a trusted advisor to generations of families. I am also privileged to be among those recently named as a Five Star Wealth Manager for the Phoenix 2013 inaugural list, as featured in Phoenix Magazine's September issue. This award was bestowed on the top 3% of all Financial Planners in the Greater Phoenix Metropolitan Area in 2013.

Achievement Financial

Achievement Financial is a financial advisor that specializes in wealth management through customized financial and investment planning. We also work with seniors to provide advice on Medicare supplemental and Part D insurance options. For more information, please contact us at Leif@AchievementFinancial.com.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.

Parsons Behle & Latimer Law Firm

Introduction: Headquartered in Salt Lake City, Parsons Behle & Latimer is a full-service law firm. Founded in 1882, the firm operates through a network of more than 100 attorneys. Best Lawyers in America magazine ranked it as one of the top law firms in commercial litigation, natural resources, and energy and environmental law throughout Utah. Service: The firm offers legal representation and consultation services on a spectrum of matters related to mergers and acquisitions, corporate governance and compliance, sexual harassment and discrimination, licensing and franchise law, appeals and litigation, employee pension and benefits, and probate and trusts. Its additional practice areas include insurance coverage litigation, workers compensation, estate planning, intellectual property, wealth management, taxation, immigration and leasing. Parsons Behle & Latimer serves manufacturing, mining, banking, retail, technology and construction sectors. The firm offers legal assistance to low-income group and disabled individuals,