Best Financial Advisors in Kaufman County, TX

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Kaufman County, TX Fiduciary Financial Advisors

Gregory Colin Parsons - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1900 S Washington St Ste C, Kaufman, TX 75142, USA
Phone (972) 932-1010
Edward Jones - Financial Advisor: Andreia K Reese
SEC File# 801-3297
CRD# 250
Location 409 W High St, Terrell, TX 75160, USA
Phone (972) 563-1417
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Chelli Draughon
SEC File# 801-3297
CRD# 250
Location 2311 S Washington St B, Kaufman, TX 75142, USA
Phone (972) 932-8139
Cassie Perry - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 102 W Moore Ave, Terrell, TX 75160, USA
Phone (214) 863-6078
Smith Financial & Associates P.C.

5 out of 5

Location 411 N McGraw St, Forney, TX 75126, USA
Phone (972) 564-4011
Empowered Finances
Location 112 N Washington St, Kaufman, TX 75142, USA
Phone (469) 770-9800
YWRD, P.C. CPA
Location 109 N Jackson St, Kaufman, TX 75142, USA
Carol Dogans - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1010 W Ralph Hall Pkwy Ste 112, Rockwall, TX 75032, USA
Phone (817) 426-8515
Generations Financial Management
SEC File# 801-76667
CRD# 164109

5 out of 5

Location 6760 Horizon Rd Suite 100, Heath, TX 75032, USA
Phone (972) 722-2609
Pierce, Barry J CPA

5 out of 5

Location 1004 S Washington St Ste 100, Kaufman, TX 75142, USA
Phone (972) 932-9086
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About Kaufman County, TX

Kaufman County is located in northeastern Texas and is part of the Dallas-Fort Worth metroplex. The county covers 906 square miles and is home to approximately 116,000 people. Major landmarks in Kaufman County include the Town East Mall, Craddock Park, and the Kaufman County Courthouse. The top employers in Kaufman County are Texas A&M University-Commerce, Wal-Mart, and the City of Kaufman. Major highways and streets in Kaufman County include Interstate 20, State Highway 175, and U.S. Highway 80. Some of the neighborhoods in Kaufman County include Forney, Terrell, and Kemp.

Where Certified Financial Advisors in Kaufman County, TX Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of any community. They provide a safe place for people to store their money, offer loans to businesses and individuals, and help keep the economy moving. In Kaufman County, TX, there are several banks that offer these services and more. Bank of America is one of the largest banks in the country. It offers a full range of services to its customers, including checking and savings accounts, loans, credit cards, and investment advice. The bank has over 5,000 branches across the United States and more than 16 million customers. Another large bank in Kaufman County is Wells Fargo. It has over 6,000 branches nationwide and offers similar products and services as Bank of America. If you're looking for a smaller bank with personal service, First National Bank might be a good choice. It has only six branches in Kaufman County but offers all the standard banking products as well as mortgages, home equity lines of credit, and small business loans. Whatever your needs are, there's sure to be a bank in Kaufman County that can meet them.

Insurance Broker

Kaufman County, TX residents can rely on insurance brokers to help them find the best possible policies for their needs. Brokers are knowledgeable about the different types of insurance available, and they can help you find the right coverage at the best price. They can also assist you in filing claims and getting the most out of your policy.

Retirement Planning

Financial advisors can help Kaufman County, TX residents with retirement planning in a variety of ways. One way is by helping people to save for retirement. Advisors can also help people to invest their money wisely so that they will have enough money to live on when they retire. Additionally, advisors can help people to plan for unexpected events that may occur during retirement, such as needing long-term care or becoming ill. Finally, advisors can work with people to create a budget that will allow them to live comfortably during retirement.

Wealth Management

Kaufman County, TX residents can benefit from wealth management services in a number of ways. By working with a wealth manager, individuals in the area can get help creating and sticking to a budget, investing money wisely, and making sure their assets are protected. In addition, wealth managers can also provide tax advice and assistance, which can be especially helpful for those living in Texas.

Estate Planning Lawyer

Estate planning lawyers can help Kaufman County, TX residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, estate planning attorneys can help their clients avoid probate and make sure that their heirs receive what they are entitled to. In addition, estate planning lawyers can provide guidance on tax issues and help their clients create an estate plan that meets their specific needs.

Mortgage Loan Officer

Mortgage loan officers can help Kaufman County, TX residents by providing them with the best options for their mortgage. They can also help by educating people on the different types of mortgages available, and how to get the best deal on a mortgage.

Tax Services

Kaufman County, TX residents can benefit from the services of tax accountants in a number of ways. First, tax accountants can help residents ensure that they are taking advantage of all available tax deductions and credits. This can result in significant savings on tax bills. Additionally, tax accountants can help residents plan for future years by projecting their taxable income and ensuring that they are making the most efficient use of their financial resources. Finally, tax accountants can help residents resolve any disputes with the IRS or state tax authorities. Overall, tax accountants provide a valuable service to residents of Kaufman County, TX.

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FAQs About Personal Financial Advisors in Kaufman County, TX