Stephen Carter
921 W. New Hope Dr.
Cedar Park, TX
Company
Title: Financial Planner
Company: Ameriprise Financial Services,Inc.
Type
Investment Advisor Rep: Yes
Education
MBA
BBA
Years Experience
Years Experience: 8
Service
Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Disability Insurance,
Data Provided By:
Ben Keel Jr ThD RHU REBC RFC & Ben Keel III CFP(R) ChFC CFEd CLU
800 Avenue C
Katy, TX
Company
Company: Financial & Insurance Consultants
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Years Experience
Years Experience: 24
Service
Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Fee Only Portfolio Management,High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distri
Data Provided By:
Teresa B. Kuhn (RFC®), CSA, JD
(512) 301-7702
5005 McDade Drive
Austin, TX
Company
Safe Harbor Strategic Insurance Group LLC
Qualifications
Education: BBA, JD
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Retirement Planning, Tax Planning, Seminars Work, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Education Plan, Asset Protection, BuySell, Compensation Plans
Data Provided By:
John E. Lee (RFC®), CFP
(214) 808-7063
10907 Gable Drive
Dallas, TX
Company
John Lee Agency
Qualifications
Education: CFPRFC
Years of Experience: 35
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, Collectable Coins , Precious Metals, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance,
Data Provided By:
W. Todd Hickman (RFC®), CSA
(409) 832-9922
1391 Calder Avenue
Beaumont, TX
Company
Asset Growth Associates Tax and Retirement Advisors
Qualifications
Education: BBA
Years of Experience: 24
Membership
IARFC, SCSA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Healthcare Accounts, BuySell, Compensation Plans
Data Provided By: