Securities services offered through HD Vest Investment Services(SM) (HDVIS), a registered broker-dealer, Member FINRA/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS), a registered investment adviser. HDVIS and HDVAS are located at 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038; 972-870-6000. HDVIS will not accept purchase or sales orders via any social media platform or its messaging systems. HDVIS reserves the right, to the extent permitted under applicable law, to capture, review, and retain all electronic communications. HDVIS does not provide tax or legal advice. This social media site may contain links to articles or other information that may be contained on a third-party website. HDVIS is not responsible for and does not control, adopt, or endorse any content contained on any third party website. Please visit www.hdvest.com/social_policy for more information.
Our company is founded on the principle of a holistic approach that is personalized to your financial goals. We will listen to you, examine your needs and hopes, educate you on your choices, and advise you through the financial decisions that will make a difference in your life. Our goal is to help individuals and families build, preserve, and manage wealth. As our client, you will be a part of a long and lasting relationship built on a foundation of trust and mutual respect.
Lois Leynse: Financial Consultation and Planning
• Retirement Strategies
• College Plans
• Investment Management
Financial Fitness Center, Inc: Tax Consultation and Preparation
• Individuals, Corporations, Partnerships, Trusts
• Specializing in Self-Employed, Real Estate returns
• Registered Domestic Partner returns under federal guidelines
Real Estate
• Mortgages/refinancing and distressed ownership
Insurance
Community Bank of the Bay
311 meter
Community Bank of the Bay (OTCBB: CBYAA) serves the financial needs of closely held b...
Community Bank of the Bay
315 meter
Community Bank of the Bay (OTCBB: CBYAA) serves the financial needs of closely held b...
In Touch Financial Services LLC
468 meter
Main Street Launch
490 meter
Great group of people and a great loan experience. I worked with Mike, and he was ama...
Liberty Group, LLC
566 meter
I've been very satisfied with the advice and services from the Liberty Group thus far...
Bank of America Financial Center
577 meter
One old Chinese lady in her 50's wearing prescription glass very rude, very un profes...
Mason-Mc Duffie Financial Corporation
622 meter
Milestone Financial Advisors
622 meter
Mechanics Bank
719 meter
Yet another bad customer service interaction at this branch. I moved from bigger corp...
Morgan Stanley
723 meter
United States Commodity Index Fund
734 meter
Raftelis Financial Consultants, Inc.
802 meter
Communitas Financial Planning
844 meter
Tiffany Groode Financial
852 meter
Tiffany is an absolute pro, and a joy to work with. At the first meeting I had with ...
West Coast Financial
894 meter
to add Financial Fitness Center Inc map to your website;
We use cookies and other tracking technologies to improve your browsing experience on our website, to show you personalized content and targeted ads, to analyze our website traffic, and to understand where our visitors are coming from. Privacy Policy