Financial Planners Huntsville TX

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Huntsville, TX that can help answer your questions about Financial Planners.

Ms. Pamela S. Turner, CFP®
(936) 295-7009
1207 University Ave
Huntsville, TX
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000



Data Provided By:
Mr. Brian B. Smith, CFP®
(936) 294-0201
1211 Financial Plaza
Huntsville, TX
Firm
Global Financial Partners
Areas of Specialization
Asset Allocation, Estate Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management, Sudden Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Bank of America - Huntsville
(936) 294-7045
1015 13th St
Huntsville, TX
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits, Drive Up
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-3
Tuesday 9-3
Wednesday 9-3
Thursday 9-3
Friday 9-6
Saturday Closed
Sunday Closed
Drive Up Hours
Monday 7:30-6
Tuesday 7:30-6
Wednesday 7:30-6
Thursday 7:30-6
Friday 7:30-6
Saturday Closed
Sunday Closed

Roger Asel
Certified Financial Strategies
(972) 702-8121
5485 BeltLine Rd. #100
Dallas, TX
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Estate & Generational Planning Issues, Retirement Plan Investment Advice, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

David Diesslin
Diesslin & Associates, Inc.
(817) 332-6122 Ext: 212
303 Main Street, Suite 200
Ft. Worth, TX
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Ms. Patricia H. Shrader, CFP®
(936) 291-8825
1204 Sam Houston Ave Ste 1
Huntsville, TX
Firm
Shrader Financial Consulting

Data Provided By:
Bank of America - Huntsville West
(936) 294-7000
One Financial Plaza
Huntsville, TX
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Indoor ATM Services: Open 24 Hours, Braille, Accepts Deposits
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-3
Tuesday 9-3
Wednesday 9-3
Thursday 9-3
Friday 9-6
Saturday Closed
Sunday Closed
Drive Up Hours
Monday 8-5:30
Tuesday 8-5:30
Wednesday 8-5:30
Thursday 8-5:30
Friday 8-6
Saturday Closed
Sunday Closed

Joseph Team
Team Financial Strategies
(817) 573-8326
215 W. Pearl St.
Granbury, TX
Expertises
Ongoing Investment Management, Middle Income Client Needs, Retirement Plan Investment Advice, Charitable Giving - Trusts & Foundations, High Net Worth Client Needs, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Marc Schindler
Pivot Point Advisors, LLC
(713) 715-7000
5959 West Loop South, Suite 333
Bellaire, TX
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, College/Education Planning, Advising Medical Professionals, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

W. Eric Hehman
Austin Asset Management Company
(512) 453-6622
7200 North Mopac, Suite 315
Austin, TX
Expertises
Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Data Provided By:

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina