Financial Services Financial Information locations near Godley, TX

Showing 1–10 of 10 results

Our Godley, TX directory covers 10 financial services financial information listings in 4 ZIP codes.

Legacy Financial Group

Financial Planning & Financial Planners

📍 5310 Acton Highway Ste 101, Granbury, TX, 76049

📞 817-888-8861

Investors with good intentions toward setting their financial targets are, unfortunately, misled by some advisors who don’t take the time to explain how certain products and services can affect their long-term goals. That’s why Legacy Financial Group in Granbury, Texas, was launched—to ensure their clients have the knowledge they need so they can make sound decisions about their retirement years. Legacy Financial Group is headed by founder and president Robby B. Welborn, an investment advisor representative registered with Horter Investment Management LLC. Robby brings extensive retirement planning and estate planning to the table, and he is surrounded by a team of professionals who are just as committed to fortifying their clients’ livelihoods. After you schedule a meeting with a member of our team who specializes in finance, the process starts with a free, no-obligation"3 Step Review Process.” This session includes a thorough look at your current tax situation, an income analysis to determine if you’re using your assets adequately, and a risk analysis to pinpoint any troubling investment exposures. From there, a strategy is created to address your estate planning, long-term care concerns, and much more. An educated client is a proactive client. Legacy Financial Group believes in this tenet so strongly, the advisory firm conducts regular, complementary workshops, dinner and lunch seminars, and learning sessions on a variety of topics, including annuities, mutual funds, and uncovering hidden tax and investment risks. Legacy Financial Group offers a range of services from estate planning, income planning, investment planning, and tax planning to asset protection, life insurance, residential mortgages, and commercial real estate consultations. Taking the guesswork out of financial planning is critical to preparing for the future. Legacy Financial Group will gladly collaborate with you on getting there. To schedule a free ...

Edward Jones - Financial Advisor: David N Lytner

Investment Services

📍 300 S Broadway, Joshua, TX, 76058

📞 817-202-0498

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.

Edward Jones - Financial Advisor: David L Layman

Investment Services

📍 205 N Broadway, Joshua, TX, 76058

📞 817-556-3303

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.

Edward Jones - Financial Advisor: Janet C Hanna

Investment Services

📍 3232 Fall Creek Highway, Granbury, TX, 76049

📞 817-326-2825

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.

Edward Jones - Financial Advisor: JAN Dotson

Investment Services

📍 217 N Ridgeway Ste 100, Cleburne, TX, 76033

📞 817-641-2208

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.