Financial
Manta has 22 businesses under Financial in Lumberton, TX
Featured Company Listings
CLAIMED
Portfolio Fee Review
Risk Assessment & Risk Score
Wealth Management
Fee Based Financial Advisory
Tax-Loss Harvesting
Richard Placette provides financial advisory services for individuals, families, professionals, business owners, and retirees throughout Southeast Texas, including Beaumont, Lumberton, Port Arthur, Orange, Nederland, Silsbee, Vidor, Hardin County, Jefferson County, Orange County, and surrounding communities.
The focus of the practice is helping clients gain clarity around retirement income, investment management, portfolio risk, 401(k) rollover options, Social Security planning, tax-aware retirement strategies, estate planning coordination, life insurance review, and long-term financial planning.
The planning process begins with understanding each client’s goals, concerns, income needs, current investments, retirement timeline, and comfort level with market volatility. From there, clients may complete a personalized risk assessment designed to help identify how much investment risk they may be comfortable taking on. Current investment accounts can then be reviewed through secure acco
199 South Lhs Drive
Lumberton, TX
(409) 898-3770
CLAIMED
Categorized under Credit Unions
EFFCU is a local, community credit union with locations in Beaumont, Jasper, Kountze, Silsbee, and Woodville, Texas. Membership is open to anyone who lives, works, or worships in Jefferson, Hardin, Jasper, Newton, Orange, and Tyler Counties. Our Mission-To be the best financial institution; providing service beyond expectations, building lifelong relationships, one member at a time. Join today!
CLAIMED
Categorized under Federal credit unions
We're on a mission to DO GOOD for Southeast Texas by making banking simple and affordable! Maybe you're just starting out and want to save for the future. Perhaps, you want to buy a car or home. Or, you're looking for a checking account that's more rewarding. We're here to help no matter where you're at on your journey. When you bank with us, you'll FEEL GOOD because we believe in rewarding our members, not charging them lots of fees.
CLAIMED
Categorized under Tax return preparation services
H&R Block tax professionals know taxes and can handle your tax needs and maximize your refund. Set up an appointment in your local tax preparation office or work with your tax consultant from home. Whether you come in to your local Lumberton H&R Block office to work with your tax pro or drop off your documents and go, your well-being is our top priority. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we're doing our part to keep our communities safe. If you want to work with your tax pro from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.
CLAIMED
Portfolio Allocation, Risk Management
Investment Management, Retirement Planning
401(k) Rollover Guidance
High-Net-Worth Financial Planning
MRB Capital Group provides financial planning, investment management, retirement planning, risk assessment, and portfolio strategy services for individuals, families, business owners, and high-net-worth clients. Based in Southeast Texas, the firm helps clients better understand their financial position, evaluate portfolio risk, plan for retirement, and make informed investment decisions.
Through its personalized risk assessment process, MRB Capital Group helps clients identify whether their current investment strategy aligns with their goals, time horizon, risk tolerance, and income needs. Services may include portfolio reviews, retirement income planning, 401(k) rollover guidance, investment allocation analysis, tax-aware planning considerations, and customized financial strategies designed to support long-term financial goals.
Categorized under Automated Teller Machines (ATMs)
Crypto and bitcoin purchases and management provided by Coinme at the kiosk. Come prepared with your mobile phone and cash-in-hand. We recommend creating a Coinme account before your visit, as you will have to verify your ID to complete your bitcoin purchase. Grab your printed voucher and keep it safe until redeemed in your cryptocurrency wallet! In 2014, Coinme became the first state-licensed bitcoin ATM company in the United States and now through a partnership with Coinstar operates the largest bitcoin kiosk network in the world.
Categorized under Loan agents
Get money online or at our Lumberton, TX store with a fast and easy personal loan from Advance America. We offer personal loans including payday loans, cash advances, title loans, and installment loans at our Lumberton, TX store or online. We are here for you if you need cash fast for unexpected bills, emergencies, or other short-term money needs. Advance America also offers Western Union money solutions and Netspend Visa prepaid cards. We are a trusted financial services company with 1,100+ Advance America locations nationwide. With a 5-star rating on Trustpilot and A+ rating with BBB, our knowledgeable staff in Lumberton, TX can help you choose the personal loan that's right for you. Apply today.
Lumberton, TX
Categorized under Mortgages
Categorized under Tax Return Preparation and Filing
Categorized under Investors (Unclassified)
All Company Listings
199 South Lhs Drive
Lumberton, TX
(409) 898-3770
CLAIMED
Categorized under Credit Unions
EFFCU is a local, community credit union with locations in Beaumont, Jasper, Kountze, Silsbee, and Woodville, Texas. Membership is open to anyone who lives, works, or worships in Jefferson, Hardin, Jasper, Newton, Orange, and Tyler Counties. Our Mission-To be the best financial institution; providing service beyond expectations, building lifelong relationships, one member at a time. Join today!
CLAIMED
Portfolio Fee Review
Risk Assessment & Risk Score
Wealth Management
Fee Based Financial Advisory
Tax-Loss Harvesting
Richard Placette provides financial advisory services for individuals, families, professionals, business owners, and retirees throughout Southeast Texas, including Beaumont, Lumberton, Port Arthur, Orange, Nederland, Silsbee, Vidor, Hardin County, Jefferson County, Orange County, and surrounding communities.
The focus of the practice is helping clients gain clarity around retirement income, investment management, portfolio risk, 401(k) rollover options, Social Security planning, tax-aware retirement strategies, estate planning coordination, life insurance review, and long-term financial planning.
The planning process begins with understanding each client’s goals, concerns, income needs, current investments, retirement timeline, and comfort level with market volatility. From there, clients may complete a personalized risk assessment designed to help identify how much investment risk they may be comfortable taking on. Current investment accounts can then be reviewed through secure acco
CLAIMED
Portfolio Allocation, Risk Management
Investment Management, Retirement Planning
401(k) Rollover Guidance
High-Net-Worth Financial Planning
MRB Capital Group provides financial planning, investment management, retirement planning, risk assessment, and portfolio strategy services for individuals, families, business owners, and high-net-worth clients. Based in Southeast Texas, the firm helps clients better understand their financial position, evaluate portfolio risk, plan for retirement, and make informed investment decisions.
Through its personalized risk assessment process, MRB Capital Group helps clients identify whether their current investment strategy aligns with their goals, time horizon, risk tolerance, and income needs. Services may include portfolio reviews, retirement income planning, 401(k) rollover guidance, investment allocation analysis, tax-aware planning considerations, and customized financial strategies designed to support long-term financial goals.
CLAIMED
Categorized under Federal credit unions
We're on a mission to DO GOOD for Southeast Texas by making banking simple and affordable! Maybe you're just starting out and want to save for the future. Perhaps, you want to buy a car or home. Or, you're looking for a checking account that's more rewarding. We're here to help no matter where you're at on your journey. When you bank with us, you'll FEEL GOOD because we believe in rewarding our members, not charging them lots of fees.
CLAIMED
Categorized under Tax Return Preparation and Filing
CLAIMED
Categorized under Tax return preparation services
H&R Block tax professionals know taxes and can handle your tax needs and maximize your refund. Set up an appointment in your local tax preparation office or work with your tax consultant from home. Whether you come in to your local Lumberton H&R Block office to work with your tax pro or drop off your documents and go, your well-being is our top priority. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we're doing our part to keep our communities safe. If you want to work with your tax pro from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.
Lumberton, TX
Categorized under Mortgages
Categorized under Tax Return Preparation and Filing
Categorized under Investors (Unclassified)
Categorized under Federally Chartered Credit Unions
Categorized under Tax Return Preparation and Filing
Categorized under Investors (Unclassified)
Categorized under Real Estate Investment Trusts
Categorized under State Credit Unions, Not Federally Chartered
Lumberton, TX
Categorized under Investment Offices, Nec
Categorized under Personal Holding Companies, Except Banks
Categorized under Non-Bank Holding Companies
Categorized under Loan Correspondents
Categorized under Automated Teller Machines (ATMs)
Crypto and bitcoin purchases and management provided by Coinme at the kiosk. Come prepared with your mobile phone and cash-in-hand. We recommend creating a Coinme account before your visit, as you will have to verify your ID to complete your bitcoin purchase. Grab your printed voucher and keep it safe until redeemed in your cryptocurrency wallet! In 2014, Coinme became the first state-licensed bitcoin ATM company in the United States and now through a partnership with Coinstar operates the largest bitcoin kiosk network in the world.
Categorized under Loan agents
Get money online or at our Lumberton, TX store with a fast and easy personal loan from Advance America. We offer personal loans including payday loans, cash advances, title loans, and installment loans at our Lumberton, TX store or online. We are here for you if you need cash fast for unexpected bills, emergencies, or other short-term money needs. Advance America also offers Western Union money solutions and Netspend Visa prepaid cards. We are a trusted financial services company with 1,100+ Advance America locations nationwide. With a 5-star rating on Trustpilot and A+ rating with BBB, our knowledgeable staff in Lumberton, TX can help you choose the personal loan that's right for you. Apply today.
Categorized under Investors (Unclassified)
Categorized under Investors (Unclassified)
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Investors, NEC (4)
Loan Brokers (1)
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