Financial Services

Sort By: Business NameCityMembers Name
Farmers Insurance Feagin Agency
1707 Cooper St. | P.O. Box 299
Melissa
Texas
75454
Curt Feagin
469-732-3442
http://farmers.com
,

Insurance & Financial Services

10 years in business with Farmers & 10 year Melissa resident

 

469-342-3443
HAT Insurance Agency
402 W. Lamar Street @204
Sherman
TX
75090
Jim Bortzfield
866-314-2762
www.hatinsuranceagency.com

Needs Description

866-713-3130
Patrick L. Murray, P.C.
2530 Eldorado Pkwy, Ste 210
McKinney
TX
75070
972-562-2100
www.cpamurray.com

Tax and accounting needs of individuals and businesses

972-547-6165
Thrivent Financial
1101 Central Expressway S, Ste 175
Allen
TX
75013
Jason Jupiterwala
972-521-0011
Thrivent Financial

Today, it’s common to have multiple financial goals and concerns. That’s why I take a broad-based approach to serving members. It’s important to understand how different factors can affect your financial picture. I’ll help you analyze your current situation, develop an in-depth financial program and help you implement an integrated financial strategy. I can also assist you by providing a product- or issue-based solution, or take a values-based approach to preparing for your financial future. I help individuals and families develop a strategy to reach their financial goals and live generous lives. These financial goals could include:

• Protecting your family with life, disability, and long term care insurance
• Saving for retirement
• Saving for a child’s college education
• Charitable giving to their favorite organizations or causes
• Financial Analysis

Thrivent Financial is a not-for-profit, Fortune 500 financial services membership organization helping approximately 2.5 million members achieve financial security and give back to their communities. Thrivent Financial and its affiliates offer a broad range of financial products and services including life insurance, annuities, mutual funds, disability income insurance and more. As a not-for-profit organization, Thrivent Financial creates and supports national outreach programs and activities that help congregations, schools, charitable organizations and individuals in need. For more information, visit Thrivent.com.

For important disclosure information, visit thrivent.com/disclosures