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Find Retirement Planners for Retirement Planning in Texas

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Texas, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Texas

Bryn Henry

Guided Path Financial

5700 West Plano Parkway 2300

Plano, TX 75093

972-755-9000

Jeff Rhame

Rhame & Gorrell Wealth Management

1330 lake robbins dr
suite 360

The Woodlands, TX 77380

832-789-1100

Jerry McIlhon

Beck Capital Management LLC

2009 South Capital of TX Hwy #200

Austin, TX 78746

512-345-6789

Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034

469-322-1210

R. Jeff Green

Rightway Investments, PLLC

7 Thorn Berry Place

The Woodlands, TX 77381

713-304-6199

Rick Lucas

Nestegg Wealth Advisors

3521 Main St Ste.
Ste 101

Rowlett, TX 75088

972-412-6064

Spencer Corzine

AVH Invest

500 E. Whitestone Blvd.
P.O. Box 1977

Cedar Park, TX 78630

512-588-2770

Tim W. Geisbauer

Geisbauer Wealth Management

212 S. Timberland Drive
Suite L

Lufkin, TX 75901

936-219-5022

David Nash

Magister Wealth

64 Spring Lake Drive

San Antonio, TX 78248

210-251-4993

Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston, TX 77046

713-850-8900

Mauricio Sanchez

Martin Capital Advisors

1100 NE Loop 410, #300

San Antonio, TX 78209

210-503-0361

Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244

214-545-3305

Craig Larson

Larson Financial Advisors

13625 Ronald Reagan Blvd
Building 10 Suite 100

Cedar Park, TX 78613

512-910-2722

Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy.
#226

McKinney, TX 75070

214-542-0809

John Kvale

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225

214-706-4300

Manny Gonzalez

SageSpring Wealth Partners

227 N Loop 1604 E
Suite 160

San Antonio, TX 78232

210-907-7024

Scott Thompson, CFP^®

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102

San Antonio, TX 78247

210-491-2319

Taylor Kovar

Kovar Wealth Management

2000 Tulane Drive

Lufkin, TX 75901

936-647-1170

Glen Smith

GDS Wealth Management

1029 Long Prairie Road
Suite C

Flower Mound, TX 75022

469-212-8072

Martin Shapiro Financial Services

Martin Shapiro Financial Services

108 Wild Basin Road South Suite 250

Austin, TX 78746

800-956-4782

Sovereign Wealth Advisors

Sovereign Wealth Advisors, LLC

1 Sugar Creek Center Blvd Ste 340

Sugar Land, TX 77478

281-491-2800

Allworth Financial

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

888-242-6766

Allworth Financial

Allworth Financial

1800 West Loop South, Suite 1980

Houston, TX 77027

888-242-6766

Dash Investments

Dash Investments

4849 Greenville Avenue
Ste 100

Dallas, TX 75206

415-748-9181

Jonathan Loeffler

Ascent Capital Partners

5956 Sherry Lane, 20th Floor

Dallas, TX 75225

928-503-2437

Retirement Planners of America

Retirement Planners of America

2820 Dallas Parkway

Plano, TX 75093

866-551-1705

List of Additional Retirement Planners in Texas*

* Additional advisor listing is provided in partnership with Yext

Brogdon Financial Solutions

10205 Westheimer Rd
Suite 500

Houston, TX 77042
713-934-7700

Allstate Personal Financial Representative: David Carter

4101 Wm D Tate Ave
Ste 225

Grapevine, TX 76051
682-201-0856

Martha M Taylor - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
210-271-6129

The Capital of Texas Group - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0401

Rowley, Hoffman, Sparrow & Associates - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5700

John Gascoyne - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4725

Winston Wealth Advisors

2520 81st Street

Lubbock, TX 79423
806-745-9120

Edward Jones - Financial Advisor: Mark L Stamm

109 Sproles Dr

Benbrook, TX 76126
817-249-0440

Beene Wealth Management Group

400 Austin Avenue
Suite 200

Waco, TX 76701
254-755-6575

Neal D Vasso - Ameriprise Financial Services, LLC

5000 Quorum Dr
Ste 375

Dallas, TX 75254
972-692-5069

AXA Advisors, Mark Mohr

3200 Southwest Freeway
Suite 1800

Houston, TX 77027
713-402-6426

First Command Financial Advisor - Noe Lopez

5702 S Staples
Suite F-3

Corpus Christi, TX 78413
361-937-8772

Madden/Doke Wealth Management - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-965-6177

Mark Drinnan - Morgan Stanley Financial Advisor

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0463

First Command Financial Advisor - Brandon Williams

4712 Woodrow Bean
Suite F

El Paso, TX 79924
915-772-0100

Bison Wealth Management LLC

3838 Oak Lawn Avenue
Suite 1000

Dallas, TX 75219
919-610-0567

Authentic Counsel

320 Decker Drive
Suite 100

Irving, TX 75062
972-719-2557

CBTx Wealth Management and Trust Services

215 East Main St

Nacogdoches, TX 75961
936-715-4110

Brentt Shropshire, Financial Services Professional

12201 Merit Drive
Suite 1000

Dallas, TX 75251
972-774-2065

Armand Financial & Insurance Solutions

8000 IH 10 West
Suite 800

San Antonio, TX 78230
210-321-2759

Hoppess, Williams and Associates - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
972-244-5800

Brian Langford - Ameriprise Financial Services, LLC

2435 N Central Expy
Ste 870

Richardson, TX 75080
972-398-8599

Houston & Associates - Ameriprise Financial Services, LLC

417 Oakbend Dr
Ste 270

Lewisville, TX 75067
972-459-6670

Scott A Miller - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
817-447-6464

Allstate Personal Financial Representative: Benjamin Garcia

3435 N Belt Line Rd
Ste 119

Irving, TX 75062
972-570-7000

Allstate Personal Financial Representative: Jesse A. Carlow

15901 Cntrl Cmmrce Dr
Ste 101

Pflugerville, TX 78660
512-909-2245

Brian Heitshusen - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3061

Blanton Financial Services, LLC

800 Autumn Ridge Drive

Granbury, TX 76048
817-229-6919

4 Points Planning

10501 North Central Expressway
Suite 300

Dallas, TX 75231
214-390-9505

The Law Firm Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2719

Ahlers & Stoll Wealth Management

15311 Vantage Parkway West
Suite 160

Houston, TX 77032
281-999-1283

The Byrne Group - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0602

Terry Williams - Morgan Stanley

4401 82nd St

Lubbock, TX 79424
806-698-5248

Regal Assets

200 West Highway 6
4th Floor

Waco, TX 76712
323-962-1132

Connor Fleming - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7105

Edward Jones - Financial Advisor: Emily E Hall

325 Miron Dr
Suite 120

Southlake, TX 76092
817-442-1014

Edward Jones - Financial Advisor: Julio Campos, AAMS"

1300 Dacy Ln
Ste 210

Kyle, TX 78640
512-504-9984

Advisors Financial Group

4848 Loop Central Drive
Suite 1005

Houston, TX 77081
713-659-1212

Charlie Esquivel - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7128

Keith Evans - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6802

Arthur Hughes - Ameriprise Financial Services, LLC

709 E Esperanza Ave

McAllen, TX 78501
956-687-7902

Art Fahim - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
817-591-8024

Steve Dziuk - Ameriprise Financial Services, LLC

224 W Main St
Ste 100 & 300

Kenedy, TX 78119
830-583-0442

Lapp & Associates - Ameriprise Financial Services, LLC

409 W 4th St
Ste 101

Weatherford, TX 76086
817-341-9898

Anthony Garcia - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
210-582-1300

Allison Benefit Consultants

1805 Fifth Street
Suite 201

Bay City, TX 77414
979-244-3218

Lisanne Glew, CDFA - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0525

Larry Olivarez - Ameriprise Financial Services, LLC

711 N Carancahua St
Ste 1701

Corpus Christi, TX 78401
361-654-1900

Beacon Financial Group

17300 Preston Road
Suite 120

Dallas, TX 75252
972-726-9888

Allstate Personal Financial Representative: Judy Davis

8955 Katy Fwy
Ste 206

Houston, TX 77024
832-335-9756

Averett Financial

6050 Southwest Boulevard
Suite 200

Fort Worth, TX 76109
817-420-6223

7th Harvest Investments

100 North Central Expressway
Suite 1210

Richardson, TX 75080
972-231-1525

Alejandro J. Malespin - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
212-271-0459

Edward Dobin - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
281-494-2821

Best Path Advisors

105 Quail Run Street

Colleyville, TX 76034
817-849-1375

Allstate Personal Financial Representative: Dorothy Humphrey

6303 Wurzbach Rd

San Antonio, TX 78240
210-238-2145

Allstate Personal Financial Representative: Barry LaGasse

908 FM 3009

Schertz, TX 78154
210-365-1977

Aspect Wealth Management

9311 San Pedro Avenue
Suite 750

San Antonio, TX 78216
210-268-1500

Arete Advisors

1800 Bering Drive
Ste. 940

Houston, TX 77057
832-910-8437

Kalyani Sanghavi - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1362

Justin Montandon - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
512-744-4800

Anchor Private Planning

751 East Southlake Boulevard
Suite 120

Southlake, TX 76092
214-223-6022

T. Jackson and Company

9720 Cypresswood Drive
Suite 120

Houston, TX 77070
281-890-5800

Fritzie Connally - Ameriprise Financial Services, LLC

1612 Summit Ave
Ste 410

Fort Worth, TX 76102
817-210-0220

Edward Jones - Financial Advisor: George G Oliva

1101 Veterans Blvd
Suite 4

Del Rio, TX 78840
830-320-8003

Edward Jones - Financial Advisor: Jonathan S Ahearn

1300 Rollingbrook Dr
Suite 607

Baytown, TX 77521
281-420-3508

Edward Jones - Financial Advisor: Cliff Cosper, AAMS®

201 Hunters Crossing Blvd
Suite 11

Bastrop, TX 78602
512-332-0045

Edward Jones - Financial Advisor: John J Friday, AAMS"

10279 FM 455
Suite 800

Pilot Point, TX 76258
940-686-6162

Advanced Wealth Strategies Group

310 West Main Avenue

Round Rock, TX 78664
512-218-7993

Carlos Guerra - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3075

Brandon K. Moore Financial

2010 Pecos Street

San Angelo, TX 76901
325-653-1040

Todd J Bloom - Ameriprise Financial Services, LLC

4504 Legacy Dr
Ste 200

Plano, TX 75024
214-445-0615

Brad Weddle, The Texas Money Manager

3330 North Galloway Avenue
Suite 309

Mesquite, TX 75150
972-613-2525

Edward Jones - Financial Advisor: Amy Ryba, AAMS"

4701 FM 2920 Rd D5

Spring, TX 77388
832-592-0019

Daniel P. Brown - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6615

Rebecca R Setliff - Morgan Stanley

303 N Oregon St
9th Fl

El Paso, TX 79901
915-842-7956

Muckleroy Wealth Management - UBS Financial Services Inc.

6101 S. Broadway
Suite 510

Tyler, TX 75703
903-534-4016

Stephen Satter - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2142

First Command Financial Advisor - Neenah Favela

4712 Woodrow Bean
Suite F

El Paso, TX 79924
915-772-0100

Alan McGuire Dawson - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
281-263-1624

Ben Dawson - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
281-263-1639

Allstate Personal Financial Representative: Kimberly Bouie

2251 FM 646 Rd W
Ste 120

Dickinson, TX 77539
713-383-8675

Peter A Samuelson - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
214-272-7919

Jeanne Heisler Pellis - Ameriprise Financial Services, LLC

4022 Crystal Lake Cir N

Pearland, TX 77584
281-485-6793

Adam Horn - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5098

Thieman-Stinnett Investment and Retirement Services, LLC

502 South Koenigheim Street
Suite 1B

San Angelo, TX 76903
325-655-5520

Edward Jones - Financial Advisor: Dustin McCain, AAMS"

11900 W Parmer Ln
Ste 125

Cedar Park, TX 78613
512-246-1191

Scott Dyer - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-461-2036

Jerald Cooperman - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
817-591-8014

Derrick Kinney - Ameriprise Financial Services, LLC

700 Highlander Blvd
Ste 335

Arlington, TX 76015
817-419-6001

Hyatt Romero McGuire Wealth Management - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3570

Jimmy Bowers - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
817-820-2262

Stewart Mc Lauchlan - Ameriprise Financial Services, LLC

3600 Shire Blvd
Ste 200

Richardson, TX 75082
972-265-7001

Margaret Capehart - Ameriprise Financial Services, LLC

700 Highlander Blvd
Ste 335

Arlington, TX 76015
817-419-6001

Pradeep Gokhale - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
281-566-5508

Atlas Financial Planning & Southwest Business Consultants, Inc.

6101 West Courtyard Drive
Building 3 Suite 125

Austin, TX 78730
512-275-3897

Miguel Posada - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3072

Kelly Shanks - Ameriprise Financial Services, LLC

221 S Memorial Fwy
Ste 200

Nederland, TX 77627
409-721-6200

Jones, Cannon and Scofield - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
214-272-7919

Mesquite Wealth Management Group - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
210-582-1321

Lake Point Advisory Group Flower Mound Office

1011 Surrey Ln.
Building 200

Flower Mound, TX 75022
214-771-3363

Jimmy Bob McNeil - UBS Financial Services Inc.

1700 West Wall Street
Suite 220

Midland, TX 79701
432-688-0910

George Joe Kurka - Ameriprise Financial Services, LLC

1428 W Alabama St

Houston, TX 77006
713-521-0300

Brightway Insurance, The Gunn Agency

512-649-4220

Comtex Beaumont Dowlen

130 Dowlen Road

Dowlen, TX 77706
409-866-8121

Window World TX

3838 South Padre Island Dr

Corpus Christi, TX 78415
361-991-4189

Comtex Bridge City

1815 Texas Ave

Bridge City, TX 77611
409-697-3111

Rey Garza - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-346-5400

Frank Burdick - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
281-494-2863

Allstate Personal Financial Representative: Jason Poff

12000 Westheimer Rd
Ste 110

Houston, TX 77077
713-893-8063

JNorth Financial, LLC

3214 Clear Water Park Drive

Katy, TX 77450
281-728-5890

Window World TX

5238 Evers Road

San Antonio, TX 78238
210-767-0995

Danielle Antoine - Gateway Mortgage Group

12777 Jones Road
Ste. 325

Houston, TX 77070
832-915-3053

Champs Sports

11200 Broadway Street
Ste 1335

Pearland, TX 77584
713-340-3149

Goosehead Insurance - Andrew Haley

4501 Cartwright Rd
Suite 306

Missouri City, TX 77459
281-643-0996

Goosehead Insurance - Danny Raymond

1315 Rayford Park Rd
Suite 502

Spring, TX 77386
281-378-4840

Goosehead Insurance - Lorena Korpela

13785 N. Research Blvd
Suite 125

Austin, TX 78750
512-201-2981

HomeWell Franchising

812 Sheppard Rd

Burkburnett, TX 76354
888-319-0045

HomeWell of Collin County

1333 W McDermott Dr.
STE 200

Allen, TX 75013
469-804-6881

The Gunnip Group - Morgan Stanley

Southlake Town Square, 1400 Civic Place
Suite 200

Southlake, TX 76092
817-416-4472

Frost Bank

3500 Little York Rd
Ste. B-1A

Houston, TX 77093
713-388-7600

Andy Raub - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
214-368-2900

Reveal Wealth Strategies - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5700

Raul Bencomo Jr - Ameriprise Financial Services, LLC

5760 N Mesa St

El Paso, TX 79912
915-842-0014

YogaSix

5440 El Dorado Blvd.
Suite 200

Houston, TX 77059
440-740-5262

Edward Jones - Financial Advisor: Deborah D Saurage, AAMS"

5538 South Peek Road

Katy, TX 77450
281-371-0025

Lake Point Advisory Group Cedar Hill Office

610 Uptown
Suite 2000

Cedar Hill, TX 75104
214-771-3363

Lake Point Advisory Group Rockwall Office

1 Horizon Court
Suite A

Rockwall, TX 75032
214-771-3363

G & L Financial Strategies Guy W. Jones, CFP, RICP Lynn Jones, LUTCF

3311 Interstate 35
Suite 100

Denton, TX 76207
940-566-0377

Everstream Capital

2090 IH 35 N
4114

New Braunfels, TX 78130
830-515-7096

Stifel | The West Group

2850 North Harwood Street
18th Floor

Dallas, TX 75201
214-706-9462

Brian Truscott - UBS Financial Services Inc.

2525 Bay Area Boulevard

Houston, TX 77058
281-709-0431

Kristin Lee Sanders - Ameriprise Financial Services, LLC

25511 Budde Rd
Ste 301

The Woodlands, TX 77380
281-363-9614

Leon Scheffler - Ameriprise Financial Services, LLC

950 E State Highway 114
Ste 100

Southlake, TX 76092
817-722-2453

Branson Fowlkes & Company, Inc.

19 Briar Hollow Lane
Suite 130

Houston, TX 77027
713-780-0606

Michael Rodenbaugh, CFP, CIMA - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3580

Danley & Associates - Ameriprise Financial Services, LLC

1200 Summit Ave
Ste 860

Fort Worth, TX 76102
817-210-0208

Carol Harper - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-663-7549

Powell Financial Partners

401 E. 8th Street

Georgetown, TX 78626
512-249-6780

The Bridge Group - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4779

Jason Palmer - Ameriprise Financial Services, LLC

3610 Shire Blvd
Ste 212

Richardson, TX 75082
972-635-0107

Stifel | Jonathan Stewart

300 Throckmorton Street
Suite 1400

Fort Worth, TX 76102
817-717-6804

Houston Wealth Management

1035 Dairy Ashford Rd, Suite # 222

Houston, TX 77079
281-372-8410

Exectras

5819 Hwy 6 255

Missouri City, TX 77459
832-539-6000

JTL Wealth Partners

5700 Tennyson Parkway
Suite 300

Plano, TX 75024
469-929-9350

American Momentum Bank

1 Momentum Blvd

College Station, TX 77845
979-774-1111

Allstate Personal Financial Representative: Barton Bradshaw

2145 N Josey Ln
Ste 210

Carrollton, TX 75006
903-603-1603

Allstate Personal Financial Representative: Michael Creel, Jr

8088 Park Ln

Dallas, TX 75231
817-691-7404

Allstate Personal Financial Representative: Christopher O Banner

8880 Highway 6
Ste 180

Missouri City, TX 77459
832-373-7422

Larry Callender - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2982

William Goldberg, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-350-8033

Saaghe Fogwe

1500 N Main St
Suite 138

Fort Worth, TX 76164
817-805-6315

Jim Bussey - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
972-244-5733

Paul William Koerner - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

Lake Point Advisory Group Houston Office

5850 San Felipe Street
Suite 500

Houston, TX 77057
713-400-7800

Acerra, Fox & Associates - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
210-582-1300

Larry Levi - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-691-5951

Dvorak, Bives & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-212-2722

Matt B Irwin - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
469-865-1066

Tara Blair - Financial Services Professional

12201 Merit Drive
Suite 1000

Dallas, TX 75251
972-922-7784

Erin Hinzmann - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-691-5969

Wendy Nobles, CFP, CRPC - UBS Financial Services Inc.

3450 Dowlen Road
Suite A

Beaumont, TX 77706
409-654-3253

Charles Heare, CFP - UBS Financial Services Inc.

3450 Dowlen Road
Suite A

Beaumont, TX 77706
409-654-3235

Ian Davis - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-277-4422

DAVIS & ASSOCIATES CPA FIRM

2707 West Baker Road

Baytown, TX 77521
281-422-3087

Dianne Farrar-Wright - Morgan Stanley

911 W Loop 281
Suite 310

Longview, TX 75604
903-241-7555

Randall White - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
972-450-6670

Brazelton, Murray, Greenwood - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

La Familia Auto Insurance

901 E. Hwy 67
Ste. A

Duncanville, TX 75137
972-776-4121

Groceries Today

800 Town and Country Blvd
Suite 537

Houston, TX 77024
832-234-2655

VILLA

2520 W University Dr
Suite 1160

Denton, TX 76201
940-381-2416

Lake Point Advisory Group Fort Worth Office

2201 Dottie Lynn Parkway
Suite 123

Fort Worth, TX 76120
214-771-3363

Lake Point Advisory Group Granbury Office

415 S. Morgan Street

Granbury, TX 76049
214-771-3363

James Matthews - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3408

Edward Jones - Financial Advisor: Suzie Davis

1101 North 16th Street

Orange, TX 77630
409-883-6227

Ray Clark - Ameriprise Financial Services, LLC

260 N Denton Tap Rd
Ste 270

Coppell, TX 75019
972-393-7393

Edward Jones - Financial Advisor: Brandon M Bauerle, AAMS"

407 W Baker Rd
Ste F

Baytown, TX 77521
281-839-7313

Praetorian Private Wealth

807 Las Cimas Parkway
Suite 325

Austin, TX 78746
737-263-1759

Collum, Wofford and Associates - Ameriprise Financial Services, LLC

1418 Sidney Baker St

Kerrville, TX 78028
830-257-0406

Alex Truong

13831 Northwest Freeway
Suite 215

Houston, TX 77040
713-780-9989

The Mosley, Doke, and Madden Group - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-965-6177

Thomas William Pickett - UBS Financial Services Inc.

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200

The Woodlands, TX 77380
281-362-2251

Edward Ashbaugh - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2833

Edward Jones - Financial Advisor: Makenna Thiel

119 N Ballard Ave

Wylie, TX 75098
972-429-4465

Edward Jones - Financial Advisor: Justin R Connell, CFP®|ChFC®|AAMS"

9855B Eagle Drive
Suite 100

Baytown, TX 77523
281-420-3100

Rhodes Wealth Consulting Group - UBS Financial Services Inc.

800 North Shoreline Boulevard
North Tower, Suite 160

Corpus Christi, TX 78401
361-886-4535

Robert Clevenger Jr. - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5220

Allstate Personal Financial Representative: Ramon Reyna

2250 Thousand Oaks Dr
Ste 207

San Antonio, TX 78232
210-294-1260

Strategic Wealth Advisors

600 Sunland Park Dr.
#100

El Paso, TX 79912
915-532-8885

Robert C Allen - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
817-820-2229

Jack Boone - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-346-5400

Mark Simpson CFP®

13034 Pebblebrook Drive

Houston, TX 77079
713-977-1014

Paradise Wealth Management Group (PWMG) - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2831

Stephen Redman - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5267

Anthony S Hensley - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

The Shine Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2778

Bryan Vaughn - Ameriprise Financial Services, LLC

1612 Summit Ave
Ste 410

Fort Worth, TX 76102
817-210-0196

Bives & Associates - Ameriprise Financial Services, Inc.

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-314-5340

The Woldert Group - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5086

Allstate Personal Financial Representative: Joshua Peralez

218 W Nolana Ave

McAllen, TX 78504
956-292-8161

Edward Jones - Financial Advisor: Bob Brinkmann Jr, AAMS"

110 East 6th

Dumas, TX 79029
806-934-8378

Tres Palmer - Ameriprise Financial Services, LLC

1250 S Capital of Texas Hwy
Bldg 1 Ste 425

Austin, TX 78746
512-991-1101

Bill Rippey - Ameriprise Financial Services, LLC

363 N Sam Houston Pkwy E
Ste 1480

Houston, TX 77060
281-931-1900

Allstate Personal Financial Representative: Steven Ruelas

404 W Avenue F

Midlothian, TX 76065
972-523-7854

Verra Mbinglo Aza

730 E Park Blvd
Suite 104

Plano, TX 75074
972-516-1061

Betty Dwomo-Bediako

410-696-3293

Sarabjeet Singh

734-674-7194

Jesus Maymi

972-516-1061

Saida M. Volpe - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-277-4413

Morgan Stanley Financial Advisors

500 S Taylor
Ste 320

Amarillo, TX 79101
806-345-1200

Shawn Lewis Walker - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3454

Nneka Nduaguba

469-782-1135

John Birkner - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6721

Chris Sanger - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
210-271-6135

Craig Pierce - Morgan Stanley

802 N. Carancahua St., Ste. 1120

Corpus Christi, TX 78401
361-889-5225

Steve Self - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6624

Longhorn Wealth Management Group

1701 Iowa Drive

Plano, TX 75093
972-707-4900

Wilsons Leather

5001 East Expressway 83
Suite #639

Mercedes, TX 78570
956-294-0112

My Eyelab

485 Marketplace Blvd
#154

Forney, TX 75126
866-286-7036

Michael Kaplan - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3027

City Electric Supply Mckinney

2010 Redbud Blvd
Suite 200

McKinney, TX 75069
469-545-1268

Chipper Watson - Morgan Stanley

500 Chestnut
Ste 1900

Abilene, TX 79602
325-734-3332

Allstate Personal Financial Representative: Ashley Tackett

1116 Hwy 110 N
Ste 100

Whitehouse, TX 75791
903-780-0686

Constance E Niehaus - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2708

Peterg Smith - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3088

John Laidlaw Agency

3309 Winthrop Avenue
Suite 92

Fort Worth, TX 76116
817-763-0115

Claire Liaw - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
281-263-1640

Lian Ler

346-240-3756

Lonny Landry - Gateway Mortgage Group

6735 Salt Cedar Way
Ste. 370

Frisco, TX 75034
817-554-1017

Cary Laudadio - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
512-744-4804

Anita E Kelley - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-720-5090

Allstate Personal Financial Representative: Allison Futch

4300 N Josey Ln
Ste 102

Carrollton, TX 75010
214-735-6441

Allstate Personal Financial Representative: Mark Wilson

2600 Gessner Rd
Ste 211

Houston, TX 77080
281-406-5400

Alan Paul Yonack - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7209

Tho Le

214-707-0493

David McLaughlin - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-8021

Comtex Vidor

1455 N Main

Vidor, TX 77662
409-783-1717

Comtex Orange

1702 16th Street

Orange, TX 77630
409-882-9714

Panera Bread

26003 NW Freeway

Cypress, TX 77429
281-758-3100

Nothing Bundt Cakes

2451 Pablo Kisel Blvd
Suite A

Brownsville, TX 78526
956-465-1461

Nothing Bundt Cakes

1351 W Davis St
Suite B

Conroe, TX 77304
936-283-5450

Goosehead Insurance - Kim Dugey

14133 Memorial Drive
Suite 1

Houston, TX 77079
832-667-8961

Goosehead Insurance - Spiller & Ormand Agency

9707 FM 812
Suite 3

Austin, TX 78719
512-960-4550

Aleta M Scott

713-953-1699

Melissa Zoulek

858-524-9206

HomeWell Care Services

11104 W. Airport Blvd
Suite 205

Stafford, TX 77477
281-721-5536

CYCLEBAR

17022 Fiesta Texas Drive
Suite 401

San Antonio, TX 78256
210-688-4055

The Atherton Team - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3434

Bart Lane - Morgan Stanley

909 E Southeast Loop 323
Ste 170

Tyler, TX 75701
903-579-2232

Bruce Bordelon - Ameriprise Financial Services, LLC

5172 Village Creek Dr
Ste 104

Plano, TX 75093
972-447-5197

Scott Muenz - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
877-955-7526

Edward Jones - Financial Advisor: Matthew S Thompson

305 21st Street
Suite 120

Galveston, TX 77550
409-765-5376

Edward Jones - Financial Advisor: Sierra S Walsh

1701 City Plaza Dr
Suite 150

Spring, TX 77389
281-655-9063

First Command Financial Advisor - Brent Eaton

4245 Kemp Blvd
Suite 506

Wichita Falls, TX 76308
940-692-5901

Yusef Lovette - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2731

Allstate Personal Financial Representative: Thomas Neal

515 Main St

Texarkana, TX 75501
903-277-2405

Bryan Scott, CFP - UBS Financial Services Inc.

200 Concord Plaza Drive
Suite 300

San Antonio, TX 78216
210-805-1049

Hiep Nguyen

346-240-3756

Raber Wealthcare Associates - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0514

Jason Jones - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4787

David G Wilson - Ameriprise Financial Services, LLC

711 W Bay Area Blvd
Ste 500

Webster, TX 77598
281-724-9612

Rosenthal Retirement Planning, LP

100 E 15th St
Suite 100

Fort Worth, TX 76102
817-336-2000

Michael Pascarella - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-286-8661

Strategic Financial Advisors

14550 Torrey Chase Blvd.
Suite 360

Houston, TX 77014
281-444-8732

Risher Randall Jr. - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5020

James Woldert - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5086

Allstate Personal Financial Representative: Eric Smith

5409 4th St
Unit F

Lubbock, TX 79416
806-777-8206

Legacy Wealth Management - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0618

Foster Financial Group

17300 Preston Road
Suite 260

Dallas, TX 75252
972-661-0101

First Command Financial Advisor - Tina Pierce

6243 W Interstate 10
Suite 250

San Antonio, TX 78201
210-735-0653

Vivian A O'Leary - Morgan Stanley

2800 Post Oak Blvd.
18th Floor

Houston, TX 77056
713-965-5075

Love Wealth Management

1200 East New York Avenue

Midland, TX 79701
432-620-0001

McCracken & Carroll Wealth Management Group - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5228

The Stein Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

Marcellus E. Davis - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5015

Cedric Anderson | Second Chance Opportunity Source

5500 E. Loop 820 S
Suite 203

Fort Worth, TX 76119
817-528-7487

Brian Strawn - Ameriprise Financial Services, LLC

455 E Medical Center Blvd
Ste 280

Webster, TX 77598
832-224-4915

Mark Kappel - Morgan Stanley

500 Chestnut
Ste 1900

Abilene, TX 79602
325-734-3313

Financial 411

877-529-6543

Richard A Lopez - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2119

Milo Cobb Cfa, Cfp - Morgan Stanley

1400 Civic Place
Suite 200

Southlake, TX 76092
817-416-4417

Allstate Personal Financial Representative: Douglas Sharp

1400 W Sam Houston Pkwy N
Ste 130

Houston, TX 77043
281-705-3684

Chris M. Garcia - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
469-865-1055

Lake Point Advisory Group Woodlands Office

8665 New Trails Drive
#110

Woodlands, TX 77381
214-771-3363

Toro Bravo Investment Advisors, LLC

3418 Olsen Boulevard
Suite F

Amarillo, TX 79109
806-359-7766

Genai Walker-Macklin - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6675

Green Financial Group

6363 WoodWay Drive
Suite 625

Houston, TX 77057
713-244-3030

Allstate Personal Financial Representative: Jerome Senegal

8880 Highway 6
Ste 180

Missouri City, TX 77459
281-435-2799

Impart Financial, LLC

4200 S. Hulen St, Ste 678

Fort Worth, TX 76109
817-921-5656

William Edward Lawes - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0454

Lighthouse Financial Advisors

1751 River Run Road
Suite 200

Fort Worth, TX 76107
817-882-8221

The Bogert Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2018

Frost Trust - Closed

1645 Greens Prairie Rd. W
Ste 103

College Station, TX 77845
713-388-7600

9Innings Capital Group

2421 West 7th Street
Suite 200

Fort Worth, TX 76107
682-233-7773

Julie Canterbury - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4723

Pamela Turner - Ameriprise Financial Services, LLC

1207 University Ave

Huntsville, TX 77340
936-295-7009

Chinedu Onuba

713-780-9989

Stifel | Winter Taylor Wealth Management Group

550 Reserve Street
Suite 625

Southlake, TX 76092
817-865-3090

James Schwartz

972-516-1061

Peacefield Wealth Solutions

1500 Broadway St
Suite 1120

Lubbock, TX 79401
806-810-4015

Jon Andersen - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
281-263-1629

Jorge A. Maldonado - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3417

Wan Yang

10700 Richmond Ave.
Suite 107

Houston, TX 77042
713-780-8808

Allstate Personal Financial Representative: Eliseo Ancira

3525 International Blvd

Brownsville, TX 78521
956-590-0642

Allstate Personal Financial Representative: Gabriel Almanza

5510 Abrams Rd
Ste 123

Dallas, TX 75214
214-762-9104

Liz Shaffer - Ameriprise Financial Services, LLC

550 Reserve St
Ste 190

Southlake, TX 76092
817-479-0141

Allstate Personal Financial Representative: Daniel Yancy

3105 W Arkansas Ln

Arlington, TX 76016
817-726-3910

The SRP Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2780

Meridian Point Group - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-855-7900

Carl Canga - Ameriprise Financial Services, LLC

4810 Spicewood Springs Rd
Ste 200

Austin, TX 78759
512-553-3007

IronBridge Private Wealth

3600B N Capital of Texas Hwy
Suite 220

Austin, TX 78746
512-327-8900

Sam Thornal - Ameriprise Financial Services, LLC

8751 Collin McKinney Pkwy
Ste 301

McKinney, TX 75070
972-866-7969

Edward Jones - Financial Advisor: Ricky C Estes II

312 E Renfro St
Ste 103

Burleson, TX 76028
817-447-5007

Russell Rosin - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-280-8700

Samuel Pak - Ameriprise Financial Services, LLC

4245 Kemp Blvd
Ste 804

Wichita Falls, TX 76308
940-691-2275

Deborah Federick - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
469-865-1061

Cowand Wealth Management, LLC

12304 Alcanza Drive

Austin, TX 78739
512-826-6610

Retirement Designers Financial Group LLC

1400 Preston Rd.
Suite 400

Plano, TX 75093
214-299-5134

Houston Financial Center

675 Bering Drive
Suite 575

Houston, TX 77057
713-212-7565

World Financial Advisors

3350 McCue Road
#704

Houston, TX 77056
713-771-9400

Encircle Wealth Advisors - Ameriprise Financial Services, LLC

8751 Collin McKinney Pkwy
Ste 301

McKinney, TX 75070
972-866-7969

Professional Wealth Management Group

713 Main Street

Coppell, TX 75019
817-328-6109

The Campbell Financial Group - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3514

Thomas B. Ford, C(k)P® - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2132

Christopher O Smith - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5037

Mark N Withers - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7023

Ruedi Wealth Management

5851 Legacy Circle
6th Floor

Plano, TX 75024
972-532-7833

Edward Jones - Financial Advisor: Christian L Rivera

5148-B Broadway

San Antonio, TX 78209
210-828-2898

T J Hayes & Co, PLLC

25025 Interstate 45 N.
Suite 470

The Woodlands, TX 77380
281-583-2525

GPS Wealth Management

2600 South Shore Boulevard
Suite 300

League City, TX 77573
832-689-5746

Scarborough Financial

512-551-3001

Jeff Jow - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
281-263-1671

Dearborn & Creggs Investments

77 Sugar Creek Center Boulevard
Suite 590

Sugar Land, TX 77478
281-277-6400

Prospera Financial Services: Judy Kay Moore

512-406-3355

Ozanne Financial Services

10000 N. Central Expressway
Suite 1326

Dallas, TX 75231
214-891-8131

Wyble Graham Garcia Wealth Management

14855 Blanco Road
Suite 218

San Antonio, TX 78216
210-568-7666

Chartered Wealth Management

800 N Shoreline Blvd
Ste 1250

Corpus Christi, TX 78401
361-880-5902

Stone Asset Management

703 West 10th Street

Austin, TX 78701
512-469-9152

SWAN DFW Financial Solutions

7416 Marsarie Ct

Fort Worth, TX 76137
817-938-0077

Clarity Financial Group

1200 Summit Avenue
Suite 516

Fort Worth, TX 76102
817-338-4150

Turnage Wealth Management

8620 North New Braunfels Avenue
Suite 212

San Antonio, TX 78217
210-832-9911

Westlake Wealth Management

310 South Oak Street
Suite 208

Roanoke, TX 76262
682-888-6144

Stroud Financial Management, Inc.

10540 Aledo Road

Fort Worth, TX 76126
866-484-7019

James Smith, New York Life

21021 Springbrook Plaza Dr.
Ste 210

Spring, TX 77379
281-401-8214

Dennis Kainer

1500 Waugh Dr

Houston, TX 77019
281-728-1739

Eric Batey Inc.

305 W Woodard
Suite 102

Denison, TX 75020
903-337-0911

Victoria L. Roberts, CFP®

841 Sylvan Drive

Fort Worth, TX 76120
817-642-5510

TCI Texas Insurance

1431 Greenway Dr
Suite 140

Irving, TX 75038
972-986-1100

TSG Financial Strategies LLC

12201 Merit Drive
Ste. 1000

Dallas, TX 75251
972-774-2469

ELS Vision Wealth Management

1801 North Hampton Road
Suite 276

DeSoto, TX 75115
972-598-0242

Riddle Capital Management

2405 20th Street

Lubbock, TX 79411
806-281-9245

Platinum Tax & Wealth Management

2002 Timberloch Place
Suite 525

The Woodlands, TX 77380
281-362-1444

DMI Wealth Management & Insurance Solutions

110 E Broadway Street

Sweetwater, TX 79556
325-235-1718

The May Group Insurance Services

730 North Post Oak Road
Suite 120

Houston, TX 77024
713-807-8264

Fuentes Wealth Advisors

7001 Preston Rd
Ste 300

Dallas, TX 75205
214-447-7507

Liz Wilson, CRPC

469-585-7791

Wheat-Givens Financial, LLC

6401 South Custer Road
Suite 2000

McKinney, TX 75070
214-385-2415

Retire West Texas

1941 East 37th Street

Odessa, TX 79762
432-550-4500

NOW CFO

4301 W. William Cannon Drive
Suite B150-521

Austin, TX 78749
877-884-0232