Tim Money Financial Services operates as an independent agency located in the Palo Duro Office Plaza of Amarillo. Since 1994, Tim Money has been assisting individuals with insurance and financial services. The firm specializes in personalized retirement plans for pre-retirees and retirees, particularly those aged 55 and above. Their client base spans various professions, including bankers, attorneys, builders, ranchers, farmers, engineers, physicians, business owners, and realtors. With the latest techniques, Tim Money Financial Services strives to empower your portfolio with powerful growth opportunities while mitigating market risk. They also serve clients in Lubbock. Schedule a free one-hour consultation at Tim Money Financial Services.
Best Financial Services in Amarillo
Handpicked Top 3 Financial Services in Amarillo, Texas. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
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TIM MONEY FINANCIAL SERVICES REVIEWS
I really appreciate how Tim has taken the time to get to know me and my family. He has worked with me for months and I believe he has worked to get the best possible return for my annuity. He is knowledgeable and experienced. I have looked for confirmation of expected returns and have found that what Tim offers is as good as can be expected.
I opened an IRA with Tim in 2009, in the middle of the worst recession of our lifetime. Even in that dismal economy, my IRA consistently made money, thanks to Tim's expertise. I also appreciate that as the markets change, Tim is always on top of adjustments we can make that will help my account perform even better. You'll appreciate his attentiveness . . . I highly recommend.
Tim gives recommendations that make sense. I have known him for years and would recommend his financial planning skills above anyone else in the area.
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Joseph B Peterson Jr is a highly regarded Financial consultant located in Amarillo, Texas. He is a proud graduate of Tascosa High School and holds degrees from both West Texas A&M University and Texas Tech University. In 2022, Joseph achieved the prestigious CERTIFIED FINANCIAL PLANNER™ certification, a milestone that significantly expanded his expertise across various domains, including financial management, tax-sensitive investment strategies, retirement savings, insurance planning, education planning, and estate considerations. His dedication to these areas is rooted in his commitment to enhancing Amarillo, the very community that nurtured him, into a thriving place to work, reside, and enjoy life. Joseph operates within Edward Jones, an investment firm that firmly believes in the importance of face-to-face discussions when it comes to addressing your financial aspirations. Their comprehensive services encompass preparing for retirement, saving for educational needs, and fostering tax-smart investment strategies.
UNIQUE FACTS:
• Certified Services
• Online Consultations
• On-Site Services.
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Fri: 8am - 3pm
Sat & Sun: Closed
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JOSEPH B PETERSON JR - EDWARD JONES REVIEWS
Joseph did great on helping me buy stocks! Very professional and a great leader in the community.
Joseph does great work and is very informative about what is going on with my money.
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C.S. Wilson & Associates is a wealth management firm located in Amarillo, Texas. They specialize in creating an approach that is designed to address your situation. Their professionals have years of experience in financial services, have all attained the designation of Certified Financial Planner (CFP), and have helped many people like you with similar issues and concerns. They assist individuals, families, and businesses in setting, monitoring, and attaining financial goals. They understand that individuals face unique challenges as they build wealth and plan for the future. Their teamwork approach adds a broader perspective to all they do and provides increased benefits to their clients. They strive to offer you exceptional service for all your financial needs. Whether your goal is preparing for retirement, saving for college, or managing your estate, their personalized service focuses on your needs, wants, and financial goals and objectives.
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Sat & Sun: Closed
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C.S. WILSON & ASSOCIATES REVIEWS
All the staff has made me feel confident they are looking out for our best interest.
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