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Financial Planners Certified in Dallas, Texas

Dalphne Davis & Associates Realty photos
Dalphne Davis & Associates Realty, Dallas
Dallas / Texas / United States
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Real Estate Brokerage & Insurance Services
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Ozanne Financial Services photos
Ozanne Financial Services, Dallas
Dallas / Texas / United States
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Ozanne Financial Services, founded in 1950 and located in Dallas, Texas, services clients in Texas, Oklahoma, and across the nation. Made up of a dynamic team of seasoned industry professionals, including Certified Financial Planners™, Chartered Financial Analysts®, Chartered Life Underwriters, Certified Public Accountants, Accredited Estate Planners® and MBAs, our advisors are committed to providing client-centric solutions that are tailored to your unique needs. We are an independent team, meaning we are not beholden to specific products or partner companies. Our service is designed entirely around our clients, as we work closely with you to thoroughly understand your situation and develop a personalized plan that has only your very best interests in mind. Planning for your retirement and navigating your financial future can seem like a daunting task, but we at Ozanne Financial Services listen to your concerns and help you develop a plan to address them. Our greatest accomplishment is giving our clients the confidence that they are on a path to financial success, and providing comfort in the fact that we stand by them every step of the way. For 68 years we have dedicated ourselves to helping our clients make their financial dreams a reality. Establishing long-term trust, loyalty and satisfied, successful clients is our primary objective. See our affiliate office at 1308 10th Street, Wichita Falls, TX 76301, 940-761-4555.
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Mike Dickstein: IBERIABANK Mortgage photos
Mike Dickstein: IBERIABANK Mortgage, Dallas
Dallas / Texas / United States
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With the flexibility to offer outstanding home loan options, IBERIABANK Mortgage in Dallas, TX stands out against the competition. We offer consistently competitive rates; local expertise; and a seasoned, professional team of lenders to help qualify more borrowers, close more loans, and turn your dreams into reality. Visit or contact your neighborhood IBERIABANK Mortgage office today, or visit us online!
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Michael Degroat - Ameriprise Financial Services, Inc. photos
Michael Degroat - Ameriprise Financial Services, Inc., Dallas
Dallas / Texas / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Joe A Scott - Ameriprise Financial Services, Inc. photos
Joe A Scott - Ameriprise Financial Services, Inc., Dallas
Dallas / Texas / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Atlas Wealth Advisors photos
Atlas Wealth Advisors, Dallas
Dallas / Texas / United States
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Money is one of the top two reasons for divorce, and it is one of the top sources of stress. I saw divorce and stress from both sides when I was growing up, and it drives me to help people have a healthy and productive relationship with their finances. We created a proprietary process for reducing the anxiety and achieving goals. Very simply, we help couples nearing retirement, who are concerned with outliving their savings. We lead, guide and engage them to make better financial decisions by reducing the stress they have around money.
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ISC Group, Inc photos
ISC Group, Inc, Dallas
Dallas / Texas / United States
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At ISC Group, Inc., we can help you develop strategies to grow and protect your wealth so that you can live life on your terms. Our advisors are passionate about helping you navigate the complexities of the financial world. From individual investors to entrepreneurs and non-profits, our services are carefully designed for your success.
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Dargatz & Company, LLC photos
Dargatz & Company, LLC, Dallas
Dallas / Texas / United States
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Dargatz & Company, LLC is a Texas-based independent firm serving a select group of individuals, families, business owners and non-profits both locally and around the country. The firms mission is to become a trusted partner to our clients by leveraging our professionals passion, expertise and experience as we help them pursue their vision of financial success. Jeff has been serving clients for over 18 years. He focuses his attention in the areas of comprehensive financial planning, asset management and advising clients regarding charitable strategies.
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Vasso & Associates - Ameriprise Financial Services, Inc. photos
Vasso & Associates - Ameriprise Financial Services, Inc., Dallas
Dallas / Texas / United States
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We care about whats important to youYour financial goals are unique, and we can help you achieve them. We take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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VisionPoint Advisory Group photos
VisionPoint Advisory Group, Dallas
Dallas / Texas / United States
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Vision: Building an enduring business that impacts the personal and financial success of our clients, employees, advisors and owners. Mission: We accomplish our vision by providing premier services that enhance the Companies, Individuals and Advisors we serve. Values: The core values that drive our firm consist of: Collaboration: We believe results are enhanced when we partner together. Service: We believe our most important goals are met only through serving others. Impact: It’s not only about the plan, it’s about the results.
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ICMC photos
ICMC, Dallas
Dallas / Texas / United States
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ICMC is a different kind of wealth management firm focused on the exclusive needs of high net-worth investors.For over 40 years, we have helped our clients identify their financial priorities, develop an optimized plan to attain their objectives, and then manage the process through the ongoing ups and downs in the economy, political and investment markets. The difference between ICMC and other financial advisors is our familiarity with, knowledge of, and access to a variety of investment options, strategies and opportunities that are typically only available to the ultra-wealthy.
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Aubrey L Nestman - Ameriprise Financial Services, Inc. photos
Aubrey L Nestman - Ameriprise Financial Services, Inc., Dallas
Dallas / Texas / United States
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I strive to help busy, successful clients have a more simple and productive life. I believe that you dont predict the future-you prepare for it; Ill work with you to provide a clear plan of action that leaves you in control. My goal is to provide successful individuals with personalized, straightforward financial advice. My years of experience have taught me that the best way to pursue financial success is to understand your current situation and develop a plan of action that can be adjusted to reflect your changing needs, fluctuating economic conditions and tax law changes. Ill work with you to coordinate your finances with your other professionals, including your accountant and attorney, so that together we can help you implement tax and estate planning strategies and make decisions to improve your overall financial situation. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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BB&T photos
BB&T, Dallas
Dallas / Texas / United States
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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
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Lake Point Advisory Group Dallas Office photos
Lake Point Advisory Group Dallas Office
Dallas / Texas / United States
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Lake Point Advisory Group works with friends and neighbors in North Texas to make retirement goals become realities through smart financial investment.
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Frost Bank photos
Frost Bank, Dallas
Dallas / Texas / United States
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Texas roots. World-class service. From banking and insurance to all your investment needs, Frost is here for you. Literally. If youre in Texas, chances are theres a Frost nearby with folks you can trust to navigate you through any financial decision, no matter how simple or complicated. And because we put people first, youll get the kind of customer service Frost has been known for since we first started serving this great state six generations ago. Youll also be able to take advantage of our time-tested, disciplined approach to helping you make the right financial decisions for your money.
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Frontier Next photos
Frontier Next, Dallas
Dallas / Texas / United States
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FrontierNEXT delivers digital investing and financial planning to those in the wealth accumulation stage of life. Many of our clients access FrontierNEXT with their smart device or tablet to save for specific goals and obtain financial guidance.
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Silicon Valley Bank photos
Silicon Valley Bank, Dallas
Dallas / Texas / United States
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Silicon Valley Bank’s Dallas office is one of the locations where SVB helps innovative companies and their investors move bold ideas forward, fast. SVB provides targeted financial services and expertise through its offices in innovation centers around the world.
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4 Points Planning photos
4 Points Planning, Dallas
Dallas / Texas / United States
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At 4Points Planning, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term. Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.
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Independent Bank is now Independent Financial photos
Independent Bank is now Independent Financial, Dallas
Dallas / Texas / United States
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Independent Financial provides a wide range of relationship-driven banking products and services tailored to meet the needs of businesses, professional organizations, community groups and entrepreneurs, as well as busy families.
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Neal D Vasso - Ameriprise Financial Services, Inc. photos
Neal D Vasso - Ameriprise Financial Services, Inc., Dallas
Dallas / Texas / United States
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The advisor listed is an Ameriprise financial advisor in Dallas. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. How will you be brilliant? I can help.Im not only in the business of helping you pursue your wealth. Im also in the business of helping you grow your financial confidence in the future. Ill help you balance pursuing your dreams for tomorrow with what you want today. Well use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals. Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
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