Investment Advice
Manta has 4 businesses under Investment Advice in Brenham, TX
Featured Company Listings
1110 S Blue Bell Road
Brenham, TX
(979) 836-1730
CLAIMED
Categorized under Financial Advisory Services
πͺππ¬ πͺπ’π₯π πͺππ§π π¨π¦:
I started at Edward Jones 2003 after graduating from Texas A&M University & in 2008 I became a limited partner with the firm.
Since then, I have hired an outstanding, motivated, detail oriented, customer minded branch team, Megan McCoy & Melanie Goodwin.
Our mission in life, is to help affluent investors continue, maintain, & improve their hard earned standard of living for the rest of their life & pass that legacy on to their family.
πͺπππ§ πͺπ ππ’:
We focus on professional financial strategies for affluent business owners, executives, entrepreneurs, families, & individuals.
We work as a financial quarterback, partnering & working in tandem with other professionals including CPAs, estate planning attorneys, & life insurance specialists. Our team can help determine the most appropriate financial strategy for you, your family, & your business.
We use an established process to gain a detailed understanding of your values & goals.
Together we can put a plan in place including but not limited toβ¦
βοΈ Retirement Savings Strategies
βοΈ Selling Your Business
βοΈ Receiving an Inheritance
βοΈ Saving for the Dream Vacation Home
βοΈ College Savings Plans for Kids or Grandkids
βοΈ Long Term Care for Later in Life
βοΈ Life Insurance to Plan for the Unexpected
βοΈ Charitable Giving
βοΈ Leaving a Legacy
πͺπ’π₯π πͺππ§π π¨π¦ π§π’:
π Develop, implement, & monitor a comprehensive wealth strategy.
π Make smarter decisions in today's uncertain political, economic, & social environment.
π Obtain a confidential no obligation second opinion, risk audit, & recovery strategy from a seasoned financial advisor.
ππππ π§π’ πππ§ππ’π‘:
π Letβs connect & schedule a confidential no obligation deep dive into your finances today.
π± (979) 836-1730
π§ [email protected]
π http://www.edwardjones.com/brice-milliorn
ππ’π π π¨π‘ππ§π¬ ππ‘π©π’ππ©ππ ππ‘π§:
I am a widely recognized leader in the local Brenham community, having served 6 years on the Washington County Chamber of Commerce Board of Directors, including a year as chairman of the board. I have also served for 14 years in the Blue Blazers Club, including 4 of those years as president. I am currently a member & past President of the Washington County Rotary Club, volunteer at Camp for All, & currently sit on their Camp Friends Board.
Categorized under Financial Planning Consultants
Categorized under Financial Planning Consultants
Categorized under Financial Advisory Services
All Company Listings
1110 S Blue Bell Road
Brenham, TX
(979) 836-1730
CLAIMED
Categorized under Financial Advisory Services
πͺππ¬ πͺπ’π₯π πͺππ§π π¨π¦:
I started at Edward Jones 2003 after graduating from Texas A&M University & in 2008 I became a limited partner with the firm.
Since then, I have hired an outstanding, motivated, detail oriented, customer minded branch team, Megan McCoy & Melanie Goodwin.
Our mission in life, is to help affluent investors continue, maintain, & improve their hard earned standard of living for the rest of their life & pass that legacy on to their family.
πͺπππ§ πͺπ ππ’:
We focus on professional financial strategies for affluent business owners, executives, entrepreneurs, families, & individuals.
We work as a financial quarterback, partnering & working in tandem with other professionals including CPAs, estate planning attorneys, & life insurance specialists. Our team can help determine the most appropriate financial strategy for you, your family, & your business.
We use an established process to gain a detailed understanding of your values & goals.
Together we can put a plan in place including but not limited toβ¦
βοΈ Retirement Savings Strategies
βοΈ Selling Your Business
βοΈ Receiving an Inheritance
βοΈ Saving for the Dream Vacation Home
βοΈ College Savings Plans for Kids or Grandkids
βοΈ Long Term Care for Later in Life
βοΈ Life Insurance to Plan for the Unexpected
βοΈ Charitable Giving
βοΈ Leaving a Legacy
πͺπ’π₯π πͺππ§π π¨π¦ π§π’:
π Develop, implement, & monitor a comprehensive wealth strategy.
π Make smarter decisions in today's uncertain political, economic, & social environment.
π Obtain a confidential no obligation second opinion, risk audit, & recovery strategy from a seasoned financial advisor.
ππππ π§π’ πππ§ππ’π‘:
π Letβs connect & schedule a confidential no obligation deep dive into your finances today.
π± (979) 836-1730
π§ [email protected]
π http://www.edwardjones.com/brice-milliorn
ππ’π π π¨π‘ππ§π¬ ππ‘π©π’ππ©ππ ππ‘π§:
I am a widely recognized leader in the local Brenham community, having served 6 years on the Washington County Chamber of Commerce Board of Directors, including a year as chairman of the board. I have also served for 14 years in the Blue Blazers Club, including 4 of those years as president. I am currently a member & past President of the Washington County Rotary Club, volunteer at Camp for All, & currently sit on their Camp Friends Board.
Categorized under Financial Planning Consultants
Categorized under Financial Planning Consultants
Categorized under Financial Advisory Services
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