Financial

Sort By: Business NameCityMembers Name
Charles Schwab
2775 S. Central Expwy Ste 140
McKinney
TX
75070
Scott Parker
214-385-4142
www.schwab.com

Comprehensive financial planning for individuals and business

Hunter Equities
3890 W NW Hwy, Ste 100
Dallas
TX
75220
214-550-1200
www.hunterequity.com

Needs Description

214-688-4466
Resource Wealth management LLC
6401 W. El Dorado Pkwy, #229
McKinney
TX
75069
Jesse W. Hauptrief
972-424-7744

Needs Description

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