Top Professionals
Private Capital Investors
Private Capital Investors is a trusted provider of commercial real estate financing solutions, helping investors, developers, and business owners secure funding quickly and efficiently. Specializing in bridge loans, hard money loans, stated income financing, and agricultural lending, the company off...Read More
22 One Advisors
22 One Advisors is a boutique comprehensive financial planning firm based in Dallas, Texas, affiliated with Northwestern Mutual. The firm is dedicated to helping clients and their families achieve lasting financial success by connecting their financial goals with their personal values and legacy. 22...Read More
360 Wealth Planners
360 Wealth Planners is a Dallas-based wealth management firm dedicated to providing comprehensive financial planning that encompasses all aspects of a client's financial life. Founded by Brandon Day, the firm partners with Advisor Resource Council (ARC), a Registered Investment Advisory firm recogni...Read More
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Actum Wealth Advisors, L.L.C.
Ameriprise Financial Advisors is a financial advisory firm that provides personalized financial planning and wealth management services to individuals, families, and businesses. The company offers a comprehensive range of services including investment management, retirement planning, estate planning...Read More
Beacon Pointe Advisors
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisory (RIA) firms, serving institutions, defined contribution plans, high-net-worth individuals, and families. Founded in 2002, the company has over 75 offices across the U.S. and manages more than $49 billion in assets. ...Read More
Creating & Managing Wealth
Creating & Managing Wealth (Creating and Managing Wealth, LLC) provides compassionate, integrative financial planning and wealth management services with a particular focus on retirement planning for teachers and other non-profit employees; the company offers personalized retirement and investment p...Read More
Dominic Dougherty - Advising For Life
Advising For Life, LLC delivers holistic financial planning and wealth management services that align clients’ finances with their life goals, offering strategic solutions for business owners, retirement and estate planning, family financial security, insurance advising, and specialized services for...Read More
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Edward Jones - Financial Advisor: Antonio Caufield, AAMS®
Edward Jones is a financial services firm that connects clients with local Edward Jones financial advisors across the United States and Canada to provide personalized investment advice, retirement planning, wealth-management solutions, and a broad range of financial products and services; the compan...Read More
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Edward Jones - Financial Advisor: Brian D Shepherd, CFP®|CEPA®|AAMS®
Edward Jones is a financial services firm that delivers a personal approach to investing through a large network of financial advisors (about 18,000), supporting clients with retirement planning, education savings, insurance, and broader wealth-management needs. Edward Jones focuses on matching clie...Read More
Edward Jones - Financial Advisor: Darryl Plunkett
Edward Jones is a full-service financial services firm that connects individual investors with local branch-based financial advisors to provide personalized guidance on investing, retirement planning, and wealth management. Edward Jones offers tools and resources to help clients find a financial adv...Read More