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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

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Chris Mankoff

JTL Wealth Partners

550 Reserve St
Suite 190

Southlake, TX 76092

972-800-2321

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Jeff Rhame

Rhame & Gorrell Wealth Management

1330 lake robbins dr
suite 360

The Woodlands, TX 77380

832-789-1100

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Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034

469-322-1210

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Rick Lucas

Nestegg Wealth Advisors

3521 Main St Ste.
Ste 101

Rowlett, TX 75088

972-412-6064

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Spencer Corzine

AVH Invest

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

Cedar Park, TX 78630

512-588-2770

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Tim W. Geisbauer

Geisbauer Wealth Management

212 S. Timberland Drive
Suite L

Lufkin, TX 75901

936-219-5022

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Andy Lawson

Freshfield Investments

1800 Preston Park Blvd
Suite 105

Plano, TX 75093

469-231-6040

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Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston, TX 77046

713-850-8900

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Ransom Adams

U.S. Capital Wealth Advisors, LLC

300 West 6th St
Suite 1900

Austin, TX 78701

512-342-0202

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Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244

214-545-3305

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Alex Shurin

Edelman Financial Engines, LLC

1885 St. James Place
Suite 1340

Houston, TX 77027

713-338-3011

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Brian Hart

Southwestern Investment Advisory Services, Inc.

2601 Network Blvd., Suite 101

Frisco, TX 75034

972-987-1180

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Craig Larson

Larson Financial Advisors

13625 Ronald Reagan Blvd
Building 10 Suite 100

Cedar Park, TX 78613

512-910-2722

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Evan McGrath

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

888-242-6766

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Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy.
#226

McKinney, TX 75070

214-542-0809

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John Kvale

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225

214-706-4300

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Kay Russell

Edelman Financial Engines, LLC

1111 West 6th Street
Building B, Suite 310

Austin, TX 78703

512-685-2453

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Manny Gonzalez

Southwestern Investment Advisory Services, Inc.

14855 Blanco Road, Suite 203

San Antonio, TX 78216

210-907-7024

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Mark DiGiovanni

Edelman Financial Engines, LLC

207 East Shore Drive
Suite 230

The Woodlands, TX 77380

281-407-0467

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Matthew Stroud

Wellington State Wealth Management

7801 Quaker Ave

Lubbock, TX 79424

806-853-6978

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Scott Cash Thompson

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102

San Antonio, TX 78247

210-491-2319

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Shane OBrien

Allworth Financial

1800 West Loop South, Suite 1980

Houston, TX 77027

888-242-6766

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Jerry McIlhon

Beck Capital Management LLC

2009 South Capital of TX Hwy #200

Austin, TX 78746

512-345-6789

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Taylor Kovar

Kovar Wealth Management

2000 Tulane Drive

Lufkin, TX 75901

936-647-1170

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Chance Vogel

Edelman Financial Engines, LLC

1650 Highway 6 South,
Suite 100

Sugar Land, TX 77478

281-207-2124

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Patrick Strodtman

Edelman Financial Engines, LLC

13727 Noel Road Tower 2
Suite 1075

Dallas, TX 75240

469-250-5687

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Merit

Merit

2801 Network Blvd.
Suite 503

Frisco, TX 75034

214-423-4204

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Dash Investments

Dash Investments

4849 Greenville Avenue
Ste 100

Dallas, TX 75206

415-748-9181

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Personal Capital

Personal Capital

901 Main Street
Suite 4600

Dallas, TX 75201

650-556-1310

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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

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Brogdon Financial Solutions

10205 Westheimer Rd
Suite 500

Houston, TX 77042
713-934-7700

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Allstate Personal Financial Representative: David Carter

4101 Wm D Tate Ave
Ste 225

Grapevine, TX 76051
682-201-0856

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Martha M Taylor - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
210-271-6129

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The Capital of Texas Group - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0401

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

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5700

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John Gascoyne - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4725

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Winston Wealth Advisors

2520 81st Street

Lubbock, TX 79423
806-745-9120

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Beene Wealth Management Group

400 Austin Avenue
Suite 200

Waco, TX 76701
254-755-6575

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Neal D Vasso - Ameriprise Financial Services, LLC

5000 Quorum Dr
Ste 375

Dallas, TX 75254
972-692-5069

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AXA Advisors, Mark Mohr

3200 Southwest Freeway
Suite 1800

Houston, TX 77027
713-402-6426

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First Command Financial Advisor - Noe Lopez

5702 S Staples
Suite F-3

Corpus Christi, TX 78413
361-937-8772

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Madden/Doke Wealth Management - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-965-6177

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Mark Drinnan - Morgan Stanley Financial Advisor

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0463

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First Command Financial Advisor - Brandon Williams

4712 Woodrow Bean
Suite F

El Paso, TX 79924
915-772-0100

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Bison Wealth Management LLC

3838 Oak Lawn Avenue
Suite 1000

Dallas, TX 75219
919-610-0567

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Authentic Counsel

320 Decker Drive
Suite 100

Irving, TX 75062
972-719-2557

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CBTx Wealth Management and Trust Services

215 East Main St

Nacogdoches, TX 75961
936-715-4110

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Brentt Shropshire, Financial Services Professional

12201 Merit Drive
Suite 1000

Dallas, TX 75251
972-774-2065

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Armand Financial & Insurance Solutions

8000 IH 10 West
Suite 800

San Antonio, TX 78230
210-321-2759

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Hoppess, Williams and Associates - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
972-244-5800

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Brian Langford - Ameriprise Financial Services, LLC

2435 N Central Expy
Ste 870

Richardson, TX 75080
972-398-8599

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Houston & Associates - Ameriprise Financial Services, LLC

417 Oakbend Dr
Ste 270

Lewisville, TX 75067
972-459-6670

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Scott A Miller - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
817-447-6464

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Allstate Personal Financial Representative: Benjamin Garcia

3435 N Belt Line Rd
Ste 119

Irving, TX 75062
972-570-7000

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Allstate Personal Financial Representative: Jesse A. Carlow

15901 Cntrl Cmmrce Dr
Ste 101

Pflugerville, TX 78660
512-909-2245

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Brian Heitshusen - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3061

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Blanton Financial Services, LLC

800 Autumn Ridge Drive

Granbury, TX 76048
817-229-6919

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4 Points Planning

10501 North Central Expressway
Suite 300

Dallas, TX 75231
214-390-9505

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The Law Firm Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2719

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Ahlers & Stoll Wealth Management

15311 Vantage Parkway West
Suite 160

Houston, TX 77032
281-999-1283

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The Byrne Group - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0602

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Terry Williams - Morgan Stanley

4401 82nd St

Lubbock, TX 79424
806-698-5248

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Regal Assets

200 West Highway 6
4th Floor

Waco, TX 76712
323-962-1132

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Waco, TX Branch Office - UBS Financial Services Inc.

American Bank Plaza
200 W Highway 6

Waco, TX 76712
254-751-0130

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Austin, TX Branch Office - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-474-2421

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Connor Fleming - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7105

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Edward Jones - Financial Advisor: Derek J Macha

804 N Fulton St

Wharton, TX 77488
979-532-1781

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Edward Jones - Financial Advisor: Julio Campos, AAMS"

1300 Dacy Ln
Ste 210

Kyle, TX 78640
512-504-9984

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Advisors Financial Group

4848 Loop Central Drive
Suite 1005

Houston, TX 77081
713-659-1212

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Charlie Esquivel - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7128

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Keith Evans - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6802

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Arthur Hughes - Ameriprise Financial Services, LLC

709 E Esperanza Ave

McAllen, TX 78501
956-687-7902

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Art Fahim - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
817-591-8024

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Steve Dziuk - Ameriprise Financial Services, LLC

224 W Main St
Ste 100 & 300

Kenedy, TX 78119
830-583-0442

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Lapp & Associates - Ameriprise Financial Services, LLC

409 W 4th St
Ste 101

Weatherford, TX 76086
817-341-9898

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Anthony Garcia - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
210-582-1300

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Allison Benefit Consultants

1805 Fifth Street
Suite 201

Bay City, TX 77414
979-244-3218

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Lisanne Glew, CDFA - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0525

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Larry Olivarez - Ameriprise Financial Services, LLC

711 N Carancahua St
Ste 1701

Corpus Christi, TX 78401
361-654-1900

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Beacon Financial Group

17300 Preston Road
Suite 120

Dallas, TX 75252
972-726-9888

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Allstate Personal Financial Representative: Judy Davis

8955 Katy Fwy
Ste 206

Houston, TX 77024
832-335-9756

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Averett Financial

6050 Southwest Boulevard
Suite 200

Fort Worth, TX 76109
817-420-6223

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7th Harvest Investments

100 North Central Expressway
Suite 1210

Richardson, TX 75080
972-231-1525

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Alejandro J. Malespin - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
212-271-0459

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Edward Dobin - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
281-494-2821

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Best Path Advisors

105 Quail Run Street

Colleyville, TX 76034
817-849-1375

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Aspect Wealth Management

9311 San Pedro Avenue
Suite 750

San Antonio, TX 78216
210-268-1500

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Arete Advisors

1800 Bering Drive
Ste. 940

Houston, TX 77057
832-910-8437

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Kalyani Sanghavi - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1362

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Justin Montandon - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
512-744-4800

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Anchor Private Planning

751 East Southlake Boulevard
Suite 120

Southlake, TX 76092
214-223-6022

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T. Jackson and Company

9720 Cypresswood Drive
Suite 120

Houston, TX 77070
281-890-5800

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Fritzie Connally - Ameriprise Financial Services, LLC

1612 Summit Ave
Ste 410

Fort Worth, TX 76102
817-210-0220

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Edward Jones - Financial Advisor: Cliff Cosper, AAMS®

201 Hunters Crossing Blvd
Suite 11

Bastrop, TX 78602
512-332-0045

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Advanced Wealth Strategies Group

310 West Main Avenue

Round Rock, TX 78664
512-218-7993

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Carlos Guerra - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3075

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Brandon K. Moore Financial

2010 Pecos Street

San Angelo, TX 76901
325-653-1040

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Todd J Bloom - Ameriprise Financial Services, LLC

4504 Legacy Dr
Ste 200

Plano, TX 75024
214-445-0615

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Brad Weddle, The Texas Money Manager

3330 North Galloway Avenue
Suite 309

Mesquite, TX 75150
972-613-2525

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Edward Jones - Financial Advisor: Amy Ryba, AAMS"

4701 FM 2920 Rd D5

Spring, TX 77388
832-592-0019

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Daniel P. Brown - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6615

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Rebecca R Setliff - Morgan Stanley

303 N Oregon St
9th Fl

El Paso, TX 79901
915-842-7956

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Muckleroy Wealth Management - UBS Financial Services Inc.

6101 S. Broadway
Suite 510

Tyler, TX 75703
903-534-4016

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Stephen Satter - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2142

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Alan McGuire Dawson - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
281-263-1624

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Ben Dawson - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
281-263-1639

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Allstate Personal Financial Representative: Kimberly Bouie

2251 FM 646 Rd W
Ste 120

Dickinson, TX 77539
713-383-8675

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Peter A Samuelson - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
214-272-7919

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Jeanne Heisler Pellis - Ameriprise Financial Services, LLC

4022 Crystal Lake Cir N

Pearland, TX 77584
281-485-6793

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Adam Horn - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5098

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Thieman-Stinnett Investment and Retirement Services, LLC

502 South Koenigheim Street
Suite 1B

San Angelo, TX 76903
325-655-5520

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Edward Jones - Financial Advisor: Dustin McCain, AAMS"

11900 W Parmer Ln
Ste 125

Cedar Park, TX 78613
512-246-1191

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Scott Dyer - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-461-2036

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Jerald Cooperman - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
817-591-8014

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Derrick Kinney - Ameriprise Financial Services, LLC

700 Highlander Blvd
Ste 335

Arlington, TX 76015
817-419-6001

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Hyatt Romero McGuire Wealth Management - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3570

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Jimmy Bowers - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
817-820-2262

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Stewart Mc Lauchlan - Ameriprise Financial Services, LLC

3600 Shire Blvd
Ste 200

Richardson, TX 75082
972-265-7001

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Margaret Capehart - Ameriprise Financial Services, LLC

700 Highlander Blvd
Ste 335

Arlington, TX 76015
817-419-6001

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Pradeep Gokhale - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
281-566-5508

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Atlas Financial Planning & Southwest Business Consultants, Inc.

6101 West Courtyard Drive
Building 3 Suite 125

Austin, TX 78730
512-275-3897

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Miguel Posada - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3072

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Kelly Shanks - Ameriprise Financial Services, LLC

221 S Memorial Fwy
Ste 200

Nederland, TX 77627
409-721-6200

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Jones, Cannon and Scofield - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
214-272-7919

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Mesquite Wealth Management Group - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
210-582-1321

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Lake Point Advisory Group Flower Mound Office

1011 Surrey Ln.
Building 200

Flower Mound, TX 75022
214-771-3363

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Jimmy Bob McNeil - UBS Financial Services Inc.

1700 West Wall Street
Suite 220

Midland, TX 79701
432-688-0910

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George Joe Kurka - Ameriprise Financial Services, LLC

1428 W Alabama St

Houston, TX 77006
713-521-0300

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Comtex Beaumont Dowlen

130 Dowlen Road

Dowlen, TX 77706
409-866-8121

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Window World TX

3838 South Padre Island Dr

Corpus Christi, TX 78415
361-991-4189

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Comtex Bridge City

1815 Texas Ave

Bridge City, TX 77611
409-697-3111

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Rey Garza - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-346-5400

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Frank Burdick - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
281-494-2863

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Allstate Personal Financial Representative: Jason Poff

12000 Westheimer Rd
Ste 110

Houston, TX 77077
713-893-8063

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JNorth Financial, LLC

3214 Clear Water Park Drive

Katy, TX 77450
281-728-5890

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Window World TX

5238 Evers Road

San Antonio, TX 78238
210-767-0995

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Danielle Antoine - Gateway Mortgage Group

12777 Jones Road
Ste. 325

Houston, TX 77070
832-915-3053

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Champs Sports

11200 Broadway Street
Ste 1335

Pearland, TX 77584
713-340-3149

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Goosehead Insurance - Andrew Haley

4501 Cartwright Rd
Suite 306

Missouri City, TX 77459
281-643-0996

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Goosehead Insurance - Danny Raymond

1315 Rayford Park Rd
Suite 502

Spring, TX 77386
281-378-4840

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Goosehead Insurance - Lorena Korpela

13785 N. Research Blvd
Suite 125

Austin, TX 78750
512-201-2981

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HomeWell Franchising

812 Sheppard Rd

Burkburnett, TX 76354
888-319-0045

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HomeWell of Collin County

1333 W McDermott Dr.
STE 200

Allen, TX 75013
469-804-6881

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The Gunnip Group - Morgan Stanley

Southlake Town Square, 1400 Civic Place
Suite 200

Southlake, TX 76092
817-416-4472

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Frost Bank

3500 Little York Rd
Ste. B-1A

Houston, TX 77093
713-388-7600

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Andy Raub - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
214-368-2900

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Reveal Wealth Strategies - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5700

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YogaSix

5440 El Dorado Blvd.
Suite 200

Houston, TX 77059
440-740-5262

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

5538 South Peek Road

Katy, TX 77450
281-371-0025

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Edward Jones - Financial Advisor: Travis Sewell

8117 Preston Rd
Suite 683

Dallas, TX 75225
214-342-6102

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Lake Point Advisory Group Cedar Hill Office

610 Uptown
Suite 2000

Cedar Hill, TX 75104
214-771-3363

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Lake Point Advisory Group Rockwall Office

1 Horizon Court
Suite A

Rockwall, TX 75032
214-771-3363

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Everstream Capital

2090 IH 35 N
4114

New Braunfels, TX 78130
830-515-7096

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Stifel | The West Group

2850 North Harwood Street
18th Floor

Dallas, TX 75201
214-706-9462

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Edward Jones - Financial Advisor: Steven King

2527 Highway 361
Suite C

Ingleside, TX 78362
361-775-1091

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Kristin Lee Sanders - Ameriprise Financial Services, LLC

25511 Budde Rd
Ste 301

The Woodlands, TX 77380
281-363-9614

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Leon Scheffler - Ameriprise Financial Services, LLC

950 E State Highway 114
Ste 100

Southlake, TX 76092
817-722-2453

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Branson Fowlkes & Company, Inc.

19 Briar Hollow Lane
Suite 130

Houston, TX 77027
713-780-0606

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

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3580

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Danley & Associates - Ameriprise Financial Services, LLC

1200 Summit Ave
Ste 860

Fort Worth, TX 76102
817-210-0208

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Carol Harper - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-663-7549

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Powell Financial Partners

401 E. 8th Street

Georgetown, TX 78626
512-249-6780

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The Bridge Group - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4779

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Jason Palmer - Ameriprise Financial Services, LLC

3610 Shire Blvd
Ste 212

Richardson, TX 75082
972-635-0107

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Stifel | Jonathan Stewart

300 Throckmorton Street
Suite 1400

Fort Worth, TX 76102
817-717-6804

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Houston Wealth Management

1035 Dairy Ashford Rd, Suite # 222

Houston, TX 77079
281-372-8410

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Exectras

5819 Hwy 6 255

Missouri City, TX 77459
832-539-6000

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JTL Wealth Partners

5700 Tennyson Parkway
Suite 300

Plano, TX 75024
469-929-9350

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American Momentum Bank

1 Momentum Blvd

College Station, TX 77845
979-774-1111

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Allstate Personal Financial Representative: Barton Bradshaw

2145 N Josey Ln
Ste 210

Carrollton, TX 75006
903-603-1603

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Larry Callender - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2982

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William Goldberg, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-350-8033

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Saaghe Fogwe

1500 N Main St
Suite 138

Fort Worth, TX 76164
817-805-6315

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Jim Bussey - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
972-244-5733

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Paul William Koerner - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

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Lake Point Advisory Group Houston Office

5850 San Felipe Street
Suite 500

Houston, TX 77057
713-400-7800

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Acerra, Fox & Associates - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
210-582-1300

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Larry Levi - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-691-5951

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Dvorak, Bives & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-212-2722

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Matt B Irwin - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
469-865-1066

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Tara Blair - Financial Services Professional

12201 Merit Drive
Suite 1000

Dallas, TX 75251
972-922-7784

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Erin Hinzmann - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-691-5969

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

3450 Dowlen Road
Suite A

Beaumont, TX 77706
409-654-3253

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Charles Heare, CFP - UBS Financial Services Inc.

3450 Dowlen Road
Suite A

Beaumont, TX 77706
409-654-3235

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Ian Davis - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-277-4422

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DAVIS & ASSOCIATES CPA FIRM

2707 West Baker Road

Baytown, TX 77521
281-422-3087

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Dianne Farrar-Wright - Morgan Stanley

911 W Loop 281
Suite 310

Longview, TX 75604
903-241-7555

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Randall White - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
972-450-6670

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Brazelton, Murray, Greenwood - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

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La Familia Auto Insurance

901 E. Hwy 67
Ste. A

Duncanville, TX 75137
972-776-4121

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Groceries Today

800 Town and Country Blvd
Suite 537

Houston, TX 77024
832-234-2655

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VILLA

2520 W University Dr
Suite 1160

Denton, TX 76201
940-381-2416

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Lake Point Advisory Group Fort Worth Office

2201 Dottie Lynn Parkway
Suite 123

Fort Worth, TX 76120
214-771-3363

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Lake Point Advisory Group Granbury Office

415 S. Morgan Street

Granbury, TX 76049
214-771-3363

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James Matthews - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3408

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Ray Clark - Ameriprise Financial Services, LLC

260 N Denton Tap Rd
Ste 270

Coppell, TX 75019
972-393-7393

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

407 W Baker Rd
Ste F

Baytown, TX 77521
281-839-7313

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Praetorian Private Wealth

807 Las Cimas Parkway
Suite 325

Austin, TX 78746
737-263-1759

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Alex Truong

13831 Northwest Freeway
Suite 215

Houston, TX 77040
713-780-9989

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Thomas William Pickett - UBS Financial Services Inc.

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200

The Woodlands, TX 77380
281-362-2251

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Edward Ashbaugh - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2833

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

9855B Eagle Drive
Suite 100

Baytown, TX 77523
281-420-3100

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Rhodes Wealth Consulting Group - UBS Financial Services Inc.

800 North Shoreline Boulevard
North Tower, Suite 160

Corpus Christi, TX 78401
361-886-4535

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Robert Clevenger Jr. - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5220

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Allstate Personal Financial Representative: Ramon Reyna

2250 Thousand Oaks Dr
Ste 207

San Antonio, TX 78232
210-294-1260

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Strategic Wealth Advisors

600 Sunland Park Dr.
#100

El Paso, TX 79912
915-532-8885

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Robert C Allen - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
817-820-2229

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Jack Boone - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-346-5400

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Mark Simpson CFP®

13034 Pebblebrook Drive

Houston, TX 77079
713-977-1014

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Stephen Redman - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5267

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Anthony S Hensley - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

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The Shine Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2778

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Bryan Vaughn - Ameriprise Financial Services, LLC

1612 Summit Ave
Ste 410

Fort Worth, TX 76102
817-210-0196

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Bives & Associates - Ameriprise Financial Services, Inc.

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-314-5340

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The Woldert Group - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5086

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Allstate Personal Financial Representative: Joshua Peralez

218 W Nolana Ave

McAllen, TX 78504
956-292-8161

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Tres Palmer - Ameriprise Financial Services, LLC

1250 S Capital of Texas Hwy
Bldg 1 Ste 425

Austin, TX 78746
512-991-1101

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Bill Rippey - Ameriprise Financial Services, LLC

363 N Sam Houston Pkwy E
Ste 1480

Houston, TX 77060
281-931-1900

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Verra Mbinglo Aza

730 E Park Blvd
Suite 104

Plano, TX 75074
972-516-1061

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Betty Dwomo-Bediako

410-696-3293

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Sarabjeet Singh

734-674-7194

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Jesus Maymi

972-516-1061

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Saida M. Volpe - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-277-4413

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Morgan Stanley Financial Advisors

500 S Taylor
Ste 320

Amarillo, TX 79101
806-345-1200

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Shawn Lewis Walker - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3454

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Nneka Nduaguba

469-782-1135

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John Birkner - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6721

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Chris Sanger - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
210-271-6135

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Craig Pierce - Morgan Stanley

802 N. Carancahua St., Ste. 1120

Corpus Christi, TX 78401
361-889-5225

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Steve Self - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6624

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Longhorn Wealth Management Group

1701 Iowa Drive

Plano, TX 75093
972-707-4900

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Wilsons Leather

5001 East Expressway 83
Suite #639

Mercedes, TX 78570
956-294-0112

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My Eyelab

485 Marketplace Blvd
#154

Forney, TX 75126
866-286-7036

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Michael Kaplan - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3027

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City Electric Supply Mckinney

2010 Redbud Blvd
Suite 200

McKinney, TX 75069
469-545-1268

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Chipper Watson - Morgan Stanley

500 Chestnut
Ste 1900

Abilene, TX 79602
325-734-3332

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Allstate Personal Financial Representative: Ashley Tackett

1116 Hwy 110 N
Ste 100

Whitehouse, TX 75791
903-780-0686

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Constance E Niehaus - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2708

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Peterg Smith - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3088

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John Laidlaw Agency

3309 Winthrop Avenue
Suite 92

Fort Worth, TX 76116
817-763-0115

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Claire Liaw - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
281-263-1640

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Lian Ler

346-240-3756

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Lonny Landry - Gateway Mortgage Group

6735 Salt Cedar Way
Ste. 370

Frisco, TX 75034
817-554-1017

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Edward Jones - Financial Advisor: Dale Hendricks

2904 N Fourth St
Suite 101B

Longview, TX 75605
903-758-0018

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Cary Laudadio - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
512-744-4804

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Anita E Kelley - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-720-5090

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Edward Jones - Financial Advisor: Trey Witte III

9825 S Mason Rd
Suite 280

Richmond, TX 77406
281-239-0888

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Allstate Personal Financial Representative: Allison Futch

4300 N Josey Ln
Ste 102

Carrollton, TX 75010
214-735-6441

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Allstate Personal Financial Representative: Mark Wilson

2600 Gessner Rd
Ste 211

Houston, TX 77080
281-406-5400

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UBS International Division, San Antonio, TX - UBS Financial Services Inc.

200 Concord Plaza Drive
Suite 400

San Antonio, TX 78216
877-818-4400

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Alan Paul Yonack - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7209

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Tho Le

214-707-0493

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David McLaughlin - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-8021

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Comtex Vidor

1455 N Main

Vidor, TX 77662
409-783-1717

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Comtex Orange

1702 16th Street

Orange, TX 77630
409-882-9714

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Panera Bread

26003 NW Freeway

Cypress, TX 77429
281-758-3100

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Nothing Bundt Cakes

2451 Pablo Kisel Blvd
Suite A

Brownsville, TX 78526
956-465-1461

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Nothing Bundt Cakes

1351 W Davis St
Suite B

Conroe, TX 77304
936-283-5450

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Goosehead Insurance - Kim Dugey

14133 Memorial Drive
Suite 1

Houston, TX 77079
832-667-8961

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Goosehead Insurance - Spiller & Ormand Agency

9707 FM 812
Suite 3

Austin, TX 78719
512-960-4550

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Aleta M Scott

713-953-1699

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Melissa Zoulek

858-524-9206

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HomeWell Care Services

11104 W. Airport Blvd
Suite 205

Stafford, TX 77477
281-721-5536

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CYCLEBAR

17022 Fiesta Texas Drive
Suite 401

San Antonio, TX 78256
210-688-4055

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The Atherton Team - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3434

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Bart Lane - Morgan Stanley

909 E Southeast Loop 323
Ste 170

Tyler, TX 75701
903-579-2232

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Bruce Bordelon - Ameriprise Financial Services, LLC

5172 Village Creek Dr
Ste 104

Plano, TX 75093
972-447-5197

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Scott Muenz - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
877-955-7526

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First Command Financial Advisor - Michael Mower

3803 Levy Lane
Suite 104

Killeen, TX 76542
254-526-4559

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First Command Financial Advisor - Brent Eaton

4245 Kemp Blvd
Suite 506

Wichita Falls, TX 76308
940-692-5901

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Yusef Lovette - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2731

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Bryan Scott, CFP - UBS Financial Services Inc.

200 Concord Plaza Drive
Suite 300

San Antonio, TX 78216
210-805-1049

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Hiep Nguyen

346-240-3756

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Raber Wealthcare Associates - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0514

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Jason Jones - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4787

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David G Wilson - Ameriprise Financial Services, LLC

711 W Bay Area Blvd
Ste 500

Webster, TX 77598
281-724-9612

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Rosenthal Retirement Planning, LP

100 E 15th St
Suite 100

Fort Worth, TX 76102
817-336-2000

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Michael Pascarella - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-286-8661

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Strategic Financial Advisors

14550 Torrey Chase Blvd.
Suite 360

Houston, TX 77014
281-444-8732

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MainStreet Wealth Management Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8189

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Risher Randall Jr. - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5020

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James Woldert - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5086

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Legacy Wealth Management - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0618

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Foster Financial Group

17300 Preston Road
Suite 260

Dallas, TX 75252
972-661-0101

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First Command Financial Advisor - Tina Pierce

6243 W Interstate 10
Suite 250

San Antonio, TX 78201
210-735-0653

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Vivian A O'Leary - Morgan Stanley

2800 Post Oak Blvd.
18th Floor

Houston, TX 77056
713-965-5075

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Love Wealth Management

1200 East New York Avenue

Midland, TX 79701
432-620-0001

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

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5228

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First Command Financial Advisor - Ryan Hunt

3803 Levy Lane
Suite 104

Killeen, TX 76542
254-526-4559

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The Stein Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

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First Command Financial Advisor - Shavona Floyd

4712 Woodrow Bean
Suite F

El Paso, TX 79924
915-772-0100

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Marcellus E. Davis - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5015

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Cedric Anderson | Second Chance Opportunity Source

5500 E. Loop 820 S
Suite 203

Fort Worth, TX 76119
817-528-7487

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Brian Strawn - Ameriprise Financial Services, LLC

455 E Medical Center Blvd
Ste 280

Webster, TX 77598
832-224-4915

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Mark Kappel - Morgan Stanley

500 Chestnut
Ste 1900

Abilene, TX 79602
325-734-3313

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Financial 411

877-529-6543

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Richard A Lopez - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2119

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Milo Cobb Cfa, Cfp - Morgan Stanley

1400 Civic Place
Suite 200

Southlake, TX 76092
817-416-4417

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Allstate Personal Financial Representative: Douglas Sharp

1400 W Sam Houston Pkwy N
Ste 130

Houston, TX 77043
281-705-3684

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Chris M. Garcia - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
469-865-1055

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Lake Point Advisory Group Woodlands Office

8665 New Trails Drive
#110

Woodlands, TX 77381
214-771-3363

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Toro Bravo Investment Advisors, LLC

3418 Olsen Boulevard
Suite F

Amarillo, TX 79109
806-359-7766

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Genai Walker-Macklin - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6675

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Green Financial Group

6363 WoodWay Drive
Suite 625

Houston, TX 77057
713-244-3030

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Allstate Personal Financial Representative: Jerome Senegal

8880 Highway 6
Ste 180

Missouri City, TX 77459
281-435-2799

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Impart Financial, LLC

4200 S. Hulen St, Ste 678

Fort Worth, TX 76109
817-921-5656

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William Edward Lawes - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0454

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Lighthouse Financial Advisors

1751 River Run Road
Suite 200

Fort Worth, TX 76107
817-882-8221

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The Bogert Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2018

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Frost Trust - Closed

1645 Greens Prairie Rd. W
Ste 103

College Station, TX 77845
713-388-7600

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9Innings Capital Group

2421 West 7th Street
Suite 200

Fort Worth, TX 76107
682-233-7773

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Julie Canterbury - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4723

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Pamela Turner - Ameriprise Financial Services, LLC

1207 University Ave

Huntsville, TX 77340
936-295-7009

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Chinedu Onuba

713-780-9989

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Stifel | Winter Taylor Wealth Management Group

550 Reserve Street
Suite 625

Southlake, TX 76092
817-865-3090

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James Schwartz

972-516-1061

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Peacefield Wealth Solutions

1500 Broadway St
Suite 1120

Lubbock, TX 79401
806-810-4015

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Jon Andersen - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
281-263-1629

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Jorge A. Maldonado - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3417

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Wan Yang

10700 Richmond Ave.
Suite 107

Houston, TX 77042
713-780-8808

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Allstate Personal Financial Representative: Eliseo Ancira

3525 International Blvd

Brownsville, TX 78521
956-590-0642

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Allstate Personal Financial Representative: Gabriel Almanza

5510 Abrams Rd
Ste 123

Dallas, TX 75214
214-762-9104

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Liz Shaffer - Ameriprise Financial Services, LLC

550 Reserve St
Ste 190

Southlake, TX 76092
817-479-0141

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Allstate Personal Financial Representative: Daniel Yancy

3105 W Arkansas Ln

Arlington, TX 76016
817-726-3910

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The SRP Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2780

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Meridian Point Group - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-855-7900

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Carl Canga - Ameriprise Financial Services, LLC

4810 Spicewood Springs Rd
Ste 200

Austin, TX 78759
512-553-3007

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IronBridge Private Wealth

3600B N Capital of Texas Hwy
Suite 220

Austin, TX 78746
512-327-8900

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Sam Thornal - Ameriprise Financial Services, LLC

8751 Collin McKinney Pkwy
Ste 301

McKinney, TX 75070
972-866-7969

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Edward Jones - Financial Advisor: Ricky C Estes II

312 E Renfro St
Ste 103

Burleson, TX 76028
817-447-5007

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Russell Rosin - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-280-8700

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Samuel Pak - Ameriprise Financial Services, LLC

4245 Kemp Blvd
Ste 804

Wichita Falls, TX 76308
940-691-2275

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Deborah Federick - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
469-865-1061

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Cowand Wealth Management, LLC

12304 Alcanza Drive

Austin, TX 78739
512-826-6610

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Retirement Designers Financial Group LLC

1400 Preston Rd.
Suite 400

Plano, TX 75093
214-299-5134

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Houston Financial Center

675 Bering Drive
Suite 575

Houston, TX 77057
713-212-7565

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World Financial Advisors

3350 McCue Road
#704

Houston, TX 77056
713-771-9400

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Encircle Wealth Advisors - Ameriprise Financial Services, LLC

8751 Collin McKinney Pkwy
Ste 301

McKinney, TX 75070
972-866-7969

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Professional Wealth Management Group

713 Main Street

Coppell, TX 75019
817-328-6109

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The Campbell Financial Group - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3514

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

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2132

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Christopher O Smith - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5037

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Mark N Withers - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7023

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Ruedi Wealth Management

5851 Legacy Circle
6th Floor

Plano, TX 75024
972-532-7833

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T J Hayes & Co, PLLC

25025 Interstate 45 N.
Suite 470

The Woodlands, TX 77380
281-583-2525

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GPS Wealth Management

2600 South Shore Boulevard
Suite 300

League City, TX 77573
832-689-5746

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Scarborough Financial

512-551-3001

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Jeff Jow - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
281-263-1671

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Dearborn & Creggs Investments

77 Sugar Creek Center Boulevard
Suite 590

Sugar Land, TX 77478
281-277-6400

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Ozanne Financial Services

10000 N. Central Expressway
Suite 1326

Dallas, TX 75231
214-891-8131

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Wyble Graham Garcia Wealth Management

14855 Blanco Road
Suite 218

San Antonio, TX 78216
210-568-7666

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Chartered Wealth Management

800 N Shoreline Blvd
Ste 1250

Corpus Christi, TX 78401
361-880-5902

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Stone Asset Management

703 West 10th Street

Austin, TX 78701
512-469-9152

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SWAN DFW Financial Solutions

7416 Marsarie Ct

Fort Worth, TX 76137
817-938-0077

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Clarity Financial Group

1200 Summit Avenue
Suite 516

Fort Worth, TX 76102
817-338-4150

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Turnage Wealth Management

8620 North New Braunfels Avenue
Suite 212

San Antonio, TX 78217
210-832-9911

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Westlake Wealth Management

310 South Oak Street
Suite 208

Roanoke, TX 76262
682-888-6144

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Stroud Financial Management, Inc.

10540 Aledo Road

Fort Worth, TX 76126
866-484-7019

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James Smith, New York Life

21021 Springbrook Plaza Dr.
Ste 210

Spring, TX 77379
281-401-8214

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Dennis Kainer

1500 Waugh Dr

Houston, TX 77019
281-728-1739

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Eric Batey Inc.

305 W Woodard
Suite 102

Denison, TX 75020
903-337-0911

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Victoria L. Roberts, CFP®

841 Sylvan Drive

Fort Worth, TX 76120
817-642-5510

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TCI Texas Insurance

1431 Greenway Dr
Suite 140

Irving, TX 75038
972-986-1100

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TSG Financial Strategies LLC

12201 Merit Drive
Ste. 1000

Dallas, TX 75251
972-774-2469

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ELS Vision Wealth Management

1801 North Hampton Road
Suite 276

DeSoto, TX 75115
972-598-0242

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Riddle Capital Management

2405 20th Street

Lubbock, TX 79411
806-281-9245

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Platinum Tax & Wealth Management

2002 Timberloch Place
Suite 525

The Woodlands, TX 77380
281-362-1444

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DMI Wealth Management & Insurance Solutions

110 E Broadway Street

Sweetwater, TX 79556
325-235-1718

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The May Group Insurance Services

730 North Post Oak Road
Suite 120

Houston, TX 77024
713-807-8264

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Fuentes Wealth Advisors

7001 Preston Rd
Ste 300

Dallas, TX 75205
214-447-7507

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Liz Wilson, CRPC

469-585-7791

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Wheat-Givens Financial, LLC

6401 South Custer Road
Suite 2000

McKinney, TX 75070
214-385-2415