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Best Financial Services in Amarillo

Handpicked Top 3 Financial Services in Amarillo, Texas. They face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve the best!

TIM MONEY FINANCIAL SERVICES

3131 Bell Street, #102, Amarillo, TX 79106

Since 1994

IRA, 401K Rollover, Roth IRA, Retirement Savings, Stocks and Mutual Funds, Annuities, Financial Planning, Estate Transfer, Investment & Portfolio Management Tax-Free Opportunities

Specializes in personalized retirement plans ● Complimentary get an acquainted visit ● Serves also in Lubbock ● Free consultation available ● Provides Bankers, attorneys, builders, ranchers, farmers, engineers, physicians, business owners, realtors are only some of the diverse careers of their clientele

tim@timmoney.com

timmoney.com

Reviews

Mon - Fri 9:00 am - 5:00 pm
Sat 9:00 am - 2:00 pm
Sun Closed

TBR® Inspection Report

NAVIGATION FINANCIAL GROUP

801 South Fillmore, Suite 530, Amarillo, TX 79101

Since 2003

Retirement, Executive Benefit, Tax, Financial, Education, Charitable Giving, Pension Alternatives, Asset Allocation, Social Security, Traditional and Roth IRAs, Automatic Account Rebalancing, Asset and Risk Management, Estate Planning Strategies, Employee and Group Benefits, Insurance & Investment Analysis

Expertise with a specialty in designing retirement distribution strategies ● They will help you identify effective ways to address retirement-related issues such as income sources & income requirements ● 401(k) and IRA minimum required distribution calculator are available

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navigationama.com

Reviews

Mon - Fri 8:30 am - 5: 30 pm
Sat & Sun Closed

TBR® Inspection Report

JOSEPH B PETERSON JR

6107 South Coulter Street, Suite 400, Amarillo, TX 79119

Since 2013

EDWARD JONES - Entrepreneurs and Business Owners, Social Security, Charitable Giving, Traditional and Roth IRA, 401K and Intergenerational Planning, Retirement Income, Estate & Legacy Strategies

Focuses on retirement savings strategies ● Your financial advisor may recommend you sell some investments and use the proceeds to buy others more appropriate for your needs

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edwardjones.com/financial...

Reviews

Mon - Fri 8:00 am - 5:00 pm
Sat By Appointment Only
Sun Closed

TBR® Inspection Report