North Texas Region Financial- Advisor/Agents

Charles Schwab

2050 Roanoke Road
Westlake, TX 76262 9616

800-435-4000

We offer investors a contemporary, full-service approach to build and manage their wealth. We help investors either directly as Schwab clients, or through one of the thousands of independent advisors or employers we serve.

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Sergio Oporto

3111 Cross Timbers Rd Suite 150
Flower Mound, TX 75028

214-707-2168

Comprehensive Financial planning. Planning for retirement; Living in retirement; Saving for college education; Planning for the unexpected and Saving on Taxes. 14 years experience in the Industry.

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Citigroup

2001 Ross Ave., Suite 4300
Dallas, TX 75201

Ms. Annie Lord

(214) 647-0809

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Northwestern Mutual

15851 Dallas Parkway
1230
Addison, TX 75001

972-980-2039

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Edward Jones

12239 Grayhawk Blvd
Frisco, TX 75033

614-600-9004

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Sergio Oporto

3111 Cross Timbers Rd Suite 150
Flower Mound, TX 75028

214-707-2168

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Tijerina Galvan Lawrence LLC

5430 Glen Lakes Drive
Suite 116
Dallas, TX 75231

817-935-0888

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Woodmen Life

Dallas, TX 75215

214-734-4479

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Ray Hodges Financial Group

PO Box 1402
Addison, TX 75001

2148105881

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Munoz Wealth Management

200 Crescent Court, Suite 500
Dallas, TX 75201

Juan Muñoz Jr.

214-965-7692

Our mission is to create long-term, meaningful relationships with a select group of clients, providing them with personalized financial planning advice. We enjoy building strong relationships with clients to help them solve complex financial objectives.