Dick Rivera Associates

Located in Dallas, TX, Jeff Thomas - Raymond James is a financial services firm specializing in tailored wealth management services, investment banking, asset management, and capital market solutions. Serving a diverse clientele comprising individuals, businesses, and municipalities, they provide comprehensive financial planning, portfolio advisory strategies, and investment research customized to meet specific client objectives. With a dedication to navigating clients through intricate financial landscapes, Jeff Thomas - Raymond James offers detailed analysis and personalized attention to ensure prudent risk management. Their global presence is complemented by a community-focused approach, delivering attentive, objective-based solutions that prioritize the growth, protection, and effective transfer of financial resources for their clients. Generated using this brand's available information

360 Wealth Planners is a Dallas-based financial planning firm that prioritizes financial clarity and simplification. With a team led by Brandon Day, the founder of Advisor Resource Council, the firm embraces change and adapts to the ever-evolving financial landscape. Their services include proactive asset management, sensitivity to expenses and taxes, and a transparent fee structure. As a personal CFO, 360 Wealth Planners offers expertise in various areas such as taxes, accounting, estate planning, realty, mortgages, banking, business valuation consulting, and Medicare health insurance. They are committed to providing tailored planning solutions and are recognized as one of America's Top RIA Firms by Forbes. Securities are offered through LPL Financial, and the firm operates as a separate entity from LPL Financial and Advisor Resource Council.Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.