TIM MONEY
3131 Bell Street, #102, Amarillo, TX 79106
Since 1994
Financial Planning, Estate Planning, Educational Planning, Wealth Management, Life Insurance, IRA, 401K Rollover, Roth IRA, Tax-Free Opportunities, Income Planning, Risk Management, Savings Planning, Estate Transfer Maximization, Disability Insurance, Portfolio Management & Investment Management
Specializes in Retirement Planning ● Performs Latest Techniques in Powerful Growth Opportunities ● Serves in Amarillo & Lubbock
JOSEPH B PETERSON JR
6107 South Coulter Street, Suite 400, Amarillo, TX 79119
Since 1922
EDWARD JONES - Investment Management, Financial Planning, Retirement Planning, 401K Planning, Social Security, Risk Managment, Portfolio Management, College Planning, Stock, Bond, 529 College Savings Planning, Life Insurance, Wealth Management, Education Planning, Traditional IRA, Income Planning, Insurance Planning, Roth IRA & Annuities
Focus on Estate and Legacy Planning ● Provides Cash Management Solutions for Self-Employed Individuals, Business Owners & their Employees
GENESIS FINANCIAL GROUP
320 South Polk, Suite 301, Amarillo, TX 79101
Since 2005
Wealth Management, Retirement Planning, Income Planning, Estate Planning, Risk Management Analysis, Due Diligence, Tax Planning, Employee Benefits, Investing and Distribution Strategies, 401K Planning, Cash Flow Analysis, Life Insurance, Social Security, Education Planning & Management
College Savings Calculator Available ● They Can Help You Create an Approach that is Designed to Address your Individual Situation ● Serves in Amarillo & Plano