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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Robert Harder

12201 Merit Drive
Suite 1000 floor 10
Dallas, TX 75251

Robert Harder

(214) 354-9715

(972) 519-1995

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Codie Sanchez

5606 Merrimac Ave
Dallas, TX 75206

214-435-6975

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Emeritus Capital Group

4709 Forest Ln
Dallas, TX 75244

214-808-1198

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JoAnn Jensen - New York Life Insurance

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

8178783210

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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.

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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