Wealth Management in Parker County, TX

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List of Firms

Parker County, TX Wealth Management Firms

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Mike Barron - Raymond James
5 out of 5
Location 1841 Martin Dr, Weatherford, TX 76086, USA
Phone (817) 599-5100
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H Cubed Financial Solutions
Location 215 W Pearl St, Granbury, TX 76048, USA
Phone (817) 952-3456
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West DFW REI Group
5 out of 5
Location 912 S Elm St, Weatherford, TX 76086, USA
Phone (817) 599-8058
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Michael King, Jr. - RBC Wealth Management Financial Advisor
Location 1320 S University Dr Suite 210, Fort Worth, TX 76107, USA
Phone (817) 339-8753
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Riverchase Wealth Management, LLC
Location 201 Main St Ste 600, Fort Worth, TX 76102, USA
Phone (972) 842-9090
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Gough Wealth Management
Location 6900 Interstate 20 Frontage Rd, Aledo, TX 76008, USA
Phone (817) 378-4000
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MHB Advisory Services
Location Rockfall Way, Aledo, TX 76008, USA
Phone (504) 237-9530
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Mark Patenaude - Thrivent
Location 318 Palo Pinto St, Weatherford, TX 76086, USA
Phone (817) 443-2580
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Edward Jones - Financial Advisor: Stonie Hamilton
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1341 Southeast Pkwy Ste 101, Azle, TX 76020, USA
Phone (817) 238-0089
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
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Edward Jones - Financial Advisor: Jay D Cawthon, CRPC™
Location 1020 Palo Pinto St, Weatherford, TX 76086, USA
Phone (817) 594-5904
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Clearfork Wealth Management
4 out of 5
Location 5600 Clearfork Main St #460, Fort Worth, TX 76109, USA
Phone (817) 377-9998
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Merrill Lynch Wealth Management Advisor Rachel Anderson Malone
Location 5128 Apache Plume Rd Suite 240, Fort Worth, TX 76109, USA
Phone (817) 759-8398
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Maverick Wealth Management
4 out of 5
Location 255 Elk Dr d, Burleson, TX 76028, USA
Phone (817) 945-3335
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Merrill Lynch Wealth Management Advisor Emily Jordan Boydston
Location 301 Commerce St, Fort Worth, TX 76102, USA
Phone (817) 877-9724
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Springer Financial Services
5 out of 5
Location 100 Austin Ave # 105, Weatherford, TX 76086, USA
Phone (817) 341-7283
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Merrill Lynch Wealth Management
1 out of 5
Location 208 N Main St, Weatherford, TX 76086, USA
Phone (817) 599-4218
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Edward Jones - Financial Advisor: Mary H McDow
SEC File# 801-3297
CRD# 250
Location 102 Houston Ave Suite 203, Weatherford, TX 76086, USA
Phone (817) 598-0882
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Wealth Management in Parker County, TX

Where Wealth Management Advisors in Parker County, TX Serve

Parker County, TX is a beautiful region in North Central Texas that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Weatherford Courthouse to the stunning Clark Gardens Botanical Park, Parker County is a visual feast for the senses. Top employers in the area include Lockheed Martin, Weatherford International, and Texas Health Resources. Major highways and streets include I-20, US-180, and FM 51, making transportation a breeze. Neighborhoods like Aledo, Brock, and Hudson Oaks offer a mix of small-town charm and modern amenities. With so much to see and do, Parker County is a true gem of Texas.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Parker County, TX can benefit from a bank in numerous ways. Firstly, with the county's growing population and thriving economy, banks can provide financial assistance to small businesses and entrepreneurs looking to start or expand their businesses. Additionally, with Parker County's vast agricultural industry, banks can offer specialized loans and services to farmers and ranchers who require financial support to purchase equipment, livestock, or land. Moreover, with the county's proximity to Fort Worth and Dallas, banks can provide convenient access to financial services such as mortgages, car loans, and credit cards. Furthermore, with the recent increase in severe weather conditions in Parker County, banks can offer insurance and investment options to help residents prepare for natural disasters and other unforeseen circumstances. Overall, a bank can be a valuable resource for Parker County residents looking to manage their finances, grow their businesses, and prepare for the future.

Insurance Broker

Residents of Parker County, TX can benefit greatly from the services of an insurance broker. Due to the county's location in North Texas, residents are often faced with unpredictable weather conditions, such as hail storms and tornadoes. An insurance broker can assist residents in finding the right coverage for their homes and vehicles to protect against these natural disasters. Additionally, Parker County has a growing population, which means more drivers on the road and a higher risk of accidents. An insurance broker can help residents find the best car insurance policies to ensure they are fully covered in the event of a collision. With the help of an insurance broker, Parker County residents can have peace of mind knowing they have the right coverage for their unique needs.

Retirement Planning

Residents of Parker County, TX could benefit from a retirement planner in several ways. Firstly, a retirement planner can help them create a personalized financial plan that takes into account their current financial situation, future goals, and specific needs. This is particularly important in Parker County, where the cost of living is relatively high compared to other areas in Texas. A retirement planner can help residents navigate the complex financial landscape and make informed decisions about their investments, savings, and retirement accounts. Additionally, a retirement planner can provide guidance on tax planning, estate planning, and insurance needs, which are all critical components of a comprehensive retirement plan. Overall, working with a retirement planner can help residents of Parker County achieve financial security and peace of mind in their golden years.

Financial Advisor

Residents of Parker County, TX could greatly benefit from the assistance of a financial advisor in a variety of ways. With a population of over 140,000, there is a diverse range of financial needs and goals that could be addressed. For example, many residents may be looking to invest in the booming oil and gas industry in the area, but may not have the knowledge or experience to make informed decisions. Additionally, the high rate of homeownership in Parker County means that many residents may need guidance on managing their mortgage payments or refinancing options. Furthermore, with the county's close proximity to Fort Worth, many residents may be employed in high-paying industries such as healthcare or technology, and could benefit from advice on maximizing their retirement savings or creating a comprehensive financial plan. Overall, a financial advisor could provide invaluable support and expertise to the residents of Parker County, helping them to achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Parker County, TX can benefit from the expertise of a mortgage loan officer in several ways. For instance, with the county's population growth rate at 3.3%, higher than the national average, residents may need assistance in securing a mortgage that suits their financial needs. Furthermore, Parker County's median home value of $238,300 is also higher than the national average, making it even more important for residents to work with a mortgage loan officer who can help them navigate the complex process of securing a mortgage. Additionally, with the county's diverse economy, which includes agriculture, manufacturing, and healthcare, residents may require a mortgage loan officer who specializes in a particular industry to help them secure a mortgage that aligns with their financial goals. Overall, a mortgage loan officer can provide invaluable assistance to residents of Parker County, TX, helping them achieve their dream of homeownership and financial stability.

Tax Services

Residents of Parker County, TX can benefit greatly from the services of a tax advisor. These professionals can assist with tax planning, preparation, and filing, ensuring that individuals and businesses are in compliance with federal and state tax laws. Moreover, a tax advisor can help residents maximize their tax deductions and credits, potentially lowering their tax burden. In Parker County, where many residents are employed in the agriculture industry, a tax advisor can provide specialized knowledge on tax laws related to farming and ranching, such as deductions for equipment and livestock. Additionally, with the recent growth in the county's population and economy, a tax advisor can advise on tax implications for real estate transactions, business formation, and investment opportunities. Overall, a tax advisor can provide valuable guidance to Parker County residents in navigating the complex and ever-changing tax landscape.

Estate Planning Lawyer

Residents of Parker County, TX can benefit from the services of an estate planning lawyer in many ways. One specific way is through the creation of a comprehensive estate plan that takes into account the unique characteristics of Parker County. With its rapidly growing population and diverse economy, Parker County presents a complex set of challenges for estate planning. An experienced lawyer can help residents navigate these challenges by crafting a plan that addresses their individual needs and goals. This may include strategies for minimizing estate taxes, protecting assets from creditors, and ensuring that assets are distributed according to the client's wishes. Additionally, a lawyer can assist with the creation of trusts, wills, and other legal documents that can help clients achieve their estate planning objectives. Overall, the expertise of an estate planning lawyer can provide valuable peace of mind for residents of Parker County, TX.

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