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Browse these financial services with great ratings from Thumbtack customers in Temple.
Joel has done a wonderful job of walking me through different life insurance and retirement options! Though I may be good with my money, I have very little knowledge of financial terms, policies, etc. and he has walked me through every step, answering all my questions, and simplifying anything that confused me. He has made me feel very comfortable with the whole process.
Craig Dacy is an outstanding financial coach and advisor. I have learned so much since meeting him and hiring him as my personal coach both for personal and business financial decisions. He is honest, but also realistic based on your personal situations. I highly recommend him and personally have him on a long term engagement because the monthly accountability and guidance is invaluable to me.
My other financial advisor always took a long time to get back to me when I had questions or wanted to make changes. This office has been extremely helpful every step of the way!
I enjoyed working with Eric and Jeff. I have never worked with Financial planners before. They were patient with me, took their time to educate me and helped me to make investment decisions. I highly recommend working with them
Financial needs today are more complicated than in years past. It seems that there are more questions about the future, and for many people, there are more uncertainty as well. We believe that proper planning is critical to your financial security.
We are financial advisors assisting people nearing retirement or currently retired. We are considered "holistic advisors" because we help individuals with both "red money," or market money as well as, "green money," or safe money. This is important because if you work with only one or the other, the advice you receive may be biased.
Through the years we have helped people reach the goals of their Financial Futures. We enjoyed working with families, entrepreneurs, college student, senior citizens and anyone who is in need of securing and protecting their lives, homes, and businesses from the risk of potential loss. We help inspire our clients to use the resources at hand in developing a strategy for accomplishing their financial goals and pursuing their dreams.
We are an insurance and financial services agency, a family of professionals dedicated to empowering our clients manage the risks of everyday life, recover from the unexpected and realize their dreams. We seek opportunities to create innovative insurance and financial solutions making people's lives easier. It is our business to be a good neighbor, improving the quality of life in the communities, where our clients live and work. We choose to provide world-class service, and we are the gold standard!
Andromeda has also served in previous positions as a Contractor in various facets of the mortgage industry where she exhibited expert level experience in all aspects of the mortgage lending process including Loan Origination, Processing, Underwriting, Quality Control, Regulatory Compliance, Shipment and Delivery of Residential Mortgage Loans and Loan Servicing.
We are an independent financial services firm with 30 years experience in insurance and investments. We help people prepare for their future or plan for specific financial goals.We are patient and thorough in finding the right solutions for businesses, families and individuals. Estate Planning, Investments, Financial Advisor, Insurance Planning