North Texas Region Financial- Advisor/Agents

Northwestern Mutual-Joe Santana

15851 Dallas Pkwy #1230
Addison, TX 75001

(214) 205-4938

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Thrivent Financial

900 W. Bethany Drive Suite 200
Allen, TX 75013

Richard Chaves

469-663-2024

We’re a holistic financial services organization driven by a higher purpose, helping you make the most of all you’ve been given. We’re a membership-owned fraternal organization dedicated to serving the unique needs of our clients—guiding them toward fina

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Ray Hodges Financial Group

PO Box 1402
Addison, TX 75001

2148105881

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Edward Jones

14435 Webb Chapel Rd.
Farmers Branch, TX 75234

Lucy Gore

(972) 243-4895

(972) 567-1219

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Charles Schwab Bank

2360 Corporate Circle
Henderson, NV 89074

Alvin Odom

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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Woodmen Life

Dallas, TX 75215

214-734-4479

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JoAnn Jensen - New York Life Insurance

777 Main St., Ste 3800
Ft. Worth, TX 76102

8178783210

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Northwestern Mutual

15851 Dallas Parkway
1230
Addison, TX 75001

972-980-2039

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DesMont Consulting, LLC

Dallas, TX

(214) 813-6440

DesMont Consulting offers personalized financial consulting for business owners, helping them streamline their finances and achieve sustainable growth

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Robert Harder

12201 Merit Drive
Suite 1000 floor 10
Dallas, TX 75251

Robert Harder

(214) 354-9715

(972) 519-1995

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Lone Star PACE

6988 Lebanon Road suite 103
Frisco, TX 75034

8178001013

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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.