TIM MONEY FINANCIAL SERVICES
3131 Bell Street, #102, Amarillo, TX 79106 Directions
Since 1994
Here’s The Deal:
" Tim Money Financial Services is located in Palo Duro Office Plaza, Amarillo. Tim to assist his customers in comparison to numerous offers from multiple highly rated companies. The firm specializes in personalized retirement plans. They provide bankers, attorneys, builders, ranchers, farmers, engineers, physicians, business owners, and realtors as only some of their clients' diverse careers. They empower your portfolio with the latest techniques which eliminate market risk while maintaining powerful growth opportunities. You can get a complimentary consultation and second opinion visit. They also serve in Lubbock."
SPECIALITY:
Retirement Savings, Stocks and Mutual Funds, Annuities, IRA, 401K Rollover, Roth IRA, Financial Planning, Estate Transfer, Investment & Portfolio Management Tax-Free Opportunities
TBR® Inspection Report:
NAVIGATION FINANCIAL GROUP
801 South Fillmore, Suite 530, Amarillo, TX 79101 Directions
Since 2003
Here’s The Deal:
"Navigation Financial Group of Amarillo is an independent advisory firm. Their knowledgeable team of advisors has more than a hundred years of combined experience in serving with their clients. They are experts with a specialty in designing retirement distribution strategies. They can assist you in identifying effective ways to address retirement-related issues such as income sources and income requirements. They utilize technology to enhance the customer experience and always act in the best interests of the client. 401(k) and IRA minimum required distribution calculator are available."
SPECIALITY:
Estate Planning Strategies, Employee and Group Benefits, Retirement, Executive Benefit, Charitable Giving, Pension Alternatives, Asset Allocation, Social Security, Tax, Financial and Education Planning, Traditional and Roth IRAs, Automatic Account Rebalancing, Asset and Risk Management, Insurance & Investment Analysis
TBR® Inspection Report:
ASHBY D DAWSON
7639 Hillside Road, Suite 100, Amarillo, TX 79119 Directions
Since 2004
Here’s The Deal:
"Ashby D Dawson has been a financial advisor with Edward Jones since 2004. They provide for a select group of families and businesses committed to creating, managing, and growing their wealth by searching strategies that fit their financial vision. They can expect regular, exceptional customer service and recommendations in an honest, clear, and timely manner. The firm creates an atmosphere of confidence and knowledge, which brings years of relationships with the generations of families they help."
SPECIALITY:
EDWARD JONES - Retirement Income and Tax Minimization Strategies, Wealth Accumulation, Asset Protection, Annuities, Life Insurance, Long-Term Care, 401(k) Rollovers, Trusts, Probate, Charitable Giving, Estate Planning, Tax & IRA Legacy Planning