Investment Management Near Me in Celina, TX

Showing All Businesses (1 - 10 of 17) about search results
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Edward Jones - Financial Advisor: Zachary Friday

(469)813-0001 verified
102 N Louisiana Dr Ste 1
Celina TX, 75009
financial consultants
2 hours and 4 minutes by plane • 901.01 mi
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today....read more
updated a month ago
SERVICES investment management
Call (469)813-0001  Verified
might be closed

Captive Synergy LLC

business phone
serving area
Celina TX, 75009
financial consultants
updated 5 years ago
Call (214)872-7800  Verified

Jesus Maymi

business phone
serving area
Celina TX, 75009
financial consultants
updated 3 years ago
Call (972)516-1061  Verified

Edward Jones - Financial Advisor: David Lay

business phone
701 N Preston Rd Suite 320
Celina TX, 75009
investment services
2 hours and 2 minutes by plane • 888.81 mi
Call (972)382-8419  Verified
Click here for branch details

Independent Financial

business phone
290 South Preston Road
Celina TX, 75009
banks
2 hours and 2 minutes by plane • 889.36 mi
Independent Financial provides a wide range of relationship-driven banking products and services tailored to meet the needs of businesses, professional organizations, community groups and entrepreneur...read more
OPEN UNTIL 5:00PM
updated 2 days ago
Call (972)382-2351  Verified

Bickel Ventures LLC

business phone
1922 Choate Pkwy
Celina TX, 75009
financial consultants
2 hours and 2 minutes by plane • 889.39 mi
updated 2 years ago
Call (469)202-3022  Verified
More info available at FINRA's BrokerCheck website

Tammie Dunn Walker - Private Wealth Advisor, Ameriprise Financial Services, LLC

(469)865-1020 verified
236 W Pecan St Suite 110
Celina TX, 75009
financial planners
2 hours and 2 minutes by plane • 889.69 mi
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult...read more
OPEN UNTIL 3:00PM
updated 11 months ago
Call (469)865-1020  Verified
More info available at FINRA's BrokerCheck website

Nikki Fry - Financial Advisor, Ameriprise Financial Services, LLC

(469)865-1023 verified
236 W Pecan St Suite 110
Celina TX, 75009
financial planners
2 hours and 2 minutes by plane • 889.69 mi
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult...read more
OPEN UNTIL 2:00PM
updated 5 months ago
Call (469)865-1023  Verified
More info available at FINRA's BrokerCheck website

Lindsay Jones - Financial Advisor, Ameriprise Financial Services, LLC

(469)865-1028 verified
236 W Pecan St Suite 110
Celina TX, 75009
financial planners
2 hours and 2 minutes by plane • 889.69 mi
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult...read more
OPEN UNTIL 3:00PM
updated a month ago
Call (469)865-1028  Verified

Scheve, Karla

business phone
114 N Ohio St 202
Celina TX, 75009
investment services
2 hours and 2 minutes by plane • 889.76 mi
updated 3 years ago
Call (469)202-3034  Verified
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