Investment Management Services locations near Roanoke, TX

Retirement Plan Management

📍 111 Quest Ct, Keller, TX, 76248

📞 817-562-2655

Based in Keller, Texas, Matthew A. Hayes is a CERTIFIED FINANCIAL PLANNERTM professional providing advisory services to individual families, trusts and businesses. Matt is also leading the way with an innovative 401(k) service called (k)viseTM. Created to provide professional 401(k) planning for companies and their participants, (k)viseTM gives personal assistance in building and managing individual portfolios within a company’s retirement plan. As an independent Financial Planner, he provides clients with honest and unbiased professional guidance.

Fidelity Investments

📍 2275 Precinct Line Rd, Westlake, TX, 76262

📞 817-490-1149

Nuveen Investments

📍 1535 Rosewood Dr, Keller, TX, 76248

📞 817-428-3557

🌐 nuveen.com

Centaur Capital Partners

📍 1460 Main St, Southlake, TX, 76092

📞 817-488-9530

🌐 centaurcapital.com

Scherer Asset Management Inc

📍 5113 Shelly Ray Rd, Fort Worth, TX, 76244

📞 877-518-6868

Edward Jones - Financial Advisor: Joanna M Cruise

📍 2401 Ira E Woods Ave Ste 400, Grapevine, TX, 76051

📞 817-416-8589

Edward Jones - Financial Advisor: Matt Clay

📍 2913 Corporate Cir Ste 200, Flower Mound, TX, 75028

📞 972-355-0918

🌐 edwardjones.com/en_us/fa/index.html&cirn=302272

Edward Jones - Financial Advisor: Kolburn W Conway

📍 5310 N Tarrant Pkwy Ste 120, Fort Worth, TX, 76244

📞 817-577-6047

Securities America Inc.

📍 3020 Woodhollow Dr, Lewisville, TX, 75077

📞 972-317-0584

🌐 securitiesamerica.com

Wallace Larry S CFP

📍 3020 Woodhollow Dr, Lewisville, TX, 75077

📞 972-317-0584