Edward Jones - Shawna and Jake Lazorko
Financial Advisor serving individuals, families, and small business owners.Financial Advisor serving individuals, families, and small business owners.
Benefit Writers
Benefit Writers is a proud local business of Rockwall. We strive to go above and beyond our client's expectations to meet both their benefit and budget needs.Benefit Writers is a proud local business of Rockwall. We strive to go above and beyond our client's expectations to meet both their benefit and budget needs.
Burrows Capital Advisors
Our family office services provide comprehensive, institutional-style service to suit the multifaceted, sophisticated needs of high- and ultra-high-net-worth families and their businessesOur family office services provide comprehensive, institutional-style service to suit the multifaceted, sophisticated needs of high- and ultra-high-net-worth families and their businesses
.png){kind=logo}
Bronze Alliance Partner
Brady Z. Hill Agency-Farmers Insurance
I have the knowledge and experience to help you better understand your coverage options--whether that's auto, home, renters, business insurance and more.I have the knowledge and experience to help you better understand your coverage options--whether that's auto, home, renters, business insurance and more.
PFA PREMIER FINANCIAL ALLIANCE
https://digitalbusinesscard.com/76946898https://digitalbusinesscard.com/76946898
Cypert Insurance Services
Already have insurance? We can help you review your policies to ensure you’re getting the best coverage and rates available. Regularly reviewing your insurance programs not only helps you save money bAlready have insurance? We can help you review your policies to ensure you’re getting the best coverage and rates available. Regularly reviewing your insurance programs not only helps you save money b
Josh Moody Loans
One of Josh’s most important jobs is helping you make smart and informed decisions about your home financing.One of Josh’s most important jobs is helping you make smart and informed decisions about your home financing.
Hawk Public Adjusting
The statistics show most insurance claims are underpaid. Insurance is complicated and insurance companies like it that way, they prefer to control the process. As a public adjuster, we work for you, nThe statistics show most insurance claims are underpaid. Insurance is complicated and insurance companies like it that way, they prefer to control the process. As a public adjuster, we work for you, n
Lakeside Bank
We are a locally owned, independent bank serving Rockwall County since 1974. We are dedicated to meeting all our customers’ financial needs.We are a locally owned, independent bank serving Rockwall County since 1974. We are dedicated to meeting all our customers’ financial needs.
Brightway Insurance, The Lunte Family Agency
It’s not the same way others do insurance. It’s the right way. It’s insurance on your terms. We connect you to an independent agent who has your back with all the options you need to pave the way toIt’s not the same way others do insurance. It’s the right way. It’s insurance on your terms. We connect you to an independent agent who has your back with all the options you need to pave the way to
Platinum Alliance Partner
American National Bank of Texas
ANBTX isn't just another bank. We are seasoned banking professionals who build lifelong partnerships with our customers.ANBTX isn't just another bank. We are seasoned banking professionals who build lifelong partnerships with our customers.
Benefit Administration By Design
Compliant administration of: FSAs, HRAs, HSAs (Including ICHRAs and QSEHRAs), COBRA, RxDC Reporting, ACA Reporting, and Gag Clause. Local to Rockwall, TX. Call 469-688-8300 | Toll Free: 1-855-455-8030Compliant administration of: FSAs, HRAs, HSAs (Including ICHRAs and QSEHRAs), COBRA, RxDC Reporting, ACA Reporting, and Gag Clause. Local to Rockwall, TX. Call 469-688-8300 | Toll Free: 1-855-455-8030
Silver Alliance Partner
Inspire Benefit Consultants
It's time to raise your expectations when it comes to your health insurance benefits.It's time to raise your expectations when it comes to your health insurance benefits.
.jpg)
Executive
Truist
Better communities are built by the people who live in them. We make connections with organizations that reflect our purpose, mission, and values—so we can make a positive impact on the communities whBetter communities are built by the people who live in them. We make connections with organizations that reflect our purpose, mission, and values—so we can make a positive impact on the communities wh
State Farm - Houston Tullos
Happy fall from Houston Tullos State Farm! Fall is one of our favorite seasons, and September is National Life Insurance Awareness Month! Protect your loved ones' future with a comprehensive life insuHappy fall from Houston Tullos State Farm! Fall is one of our favorite seasons, and September is National Life Insurance Awareness Month! Protect your loved ones' future with a comprehensive life insu
CREDIT UNION OF TEXAS (CUTX)
Experience more at CUTX: more security with our Secure Plus checking account, more savings with our competitive auto loan and refinance rates and more top-notch customer service.Experience more at CUTX: more security with our Secure Plus checking account, more savings with our competitive auto loan and refinance rates and more top-notch customer service.
Executive
Crestview Wealth Management
Clients can impose restrictions on investments, and the firm may charge a single fee along with other brokerage-related charges. Additionally, CWM may recommend Wrap Fee Programs where clients pay a sClients can impose restrictions on investments, and the firm may charge a single fee along with other brokerage-related charges. Additionally, CWM may recommend Wrap Fee Programs where clients pay a s
Lagow CPA, LLC
As a CFO (Chief Financial Officer) or financial advisor, Lagow CPA plays a pivotal role in helping clients navigate the complex financial landscape to ensure their businesses thrive.Strategizing is
As a CFO (Chief Financial Officer) or financial advisor, Lagow CPA plays a pivotal role in helping clients navigate the complex financial landscape to ensure their businesses thrive.
Strategizing is
.png)
Platinum Alliance Partner
Guaranty Bank & Trust
At Guaranty Bank & Trust, we provide the highest level of expertise with the highest level of service. When you get to know our bankers, you will find partners for your growth. Come grow with us!At Guaranty Bank & Trust, we provide the highest level of expertise with the highest level of service. When you get to know our bankers, you will find partners for your growth. Come grow with us!
Silver Alliance Partner
Independent Financial
Products such as Mobile Banking with a mobile app for iPhone and Android smart phones, and an enhanced Online Banking product lay the groundwork for this ever expanding organization. It remains steadProducts such as Mobile Banking with a mobile app for iPhone and Android smart phones, and an enhanced Online Banking product lay the groundwork for this ever expanding organization. It remains stead
The Baldwin Group
Commercial Risk Management, Private Risk Management, Personal Insurance, Employee Benefits, Asset and Income Protection, Wellness, Safety and Risk Engineering, PEO, Medicare, and Predictive AnalyticsCommercial Risk Management, Private Risk Management, Personal Insurance, Employee Benefits, Asset and Income Protection, Wellness, Safety and Risk Engineering, PEO, Medicare, and Predictive Analytics
Donnie LaGrange w/Murphy & Sylvest Wealth Management
Wealth Management FiduciaryWealth Management Fiduciary
Business Link Solutions
This benefit is classified as a pre-tax deduction under IRS Section 125, so your company will save $573.60 per employee per year on payroll taxes, year after year.This benefit is classified as a pre-tax deduction under IRS Section 125, so your company will save $573.60 per employee per year on payroll taxes, year after year.
Platinum Alliance Partner
HomeBank Texas
HomeBank Texas remains an independent, family owned Banking facility, committed to meeting the community's needs while providing the highest level of customer service.HomeBank Texas remains an independent, family owned Banking facility, committed to meeting the community's needs while providing the highest level of customer service.
Silver Alliance Partner
Wells Fargo Advisors
We work with Investments, Banking services through Wells Fargo affiliates, Risk Management through the use of asset protection vehicles such as insurance, Trust, Estate and Fiduciary Services.We work with Investments, Banking services through Wells Fargo affiliates, Risk Management through the use of asset protection vehicles such as insurance, Trust, Estate and Fiduciary Services.
McShannon Insurance Plus
Help Educate, and get you Protected with Medicare and other needsHelp Educate, and get you Protected with Medicare and other needs
Bronze Alliance Partner
Mortgage McCoy - Clear Modern Mortgage
One of the main reasons to refinance is to improve your financial standing. Whether you’re aiming to reduce your interest rate, change your loan type, or consolidate debtOne of the main reasons to refinance is to improve your financial standing. Whether you’re aiming to reduce your interest rate, change your loan type, or consolidate debt
President's Club
Alliance Bank
Alliance Bank has been a strong banking presence in the community since its opening in the late 1920's. We meet your needs with our checking, savings, mortgage, financial and insurance needs.Alliance Bank has been a strong banking presence in the community since its opening in the late 1920's. We meet your needs with our checking, savings, mortgage, financial and insurance needs.
State Farm Insurance Agency - Dee Carter
Everyone loves saving money. Customize a coverage plan that helps protect what’s important to you – family, things and your bottom line. From safe driving rewards, bundling options and discounts*, DeeEveryone loves saving money. Customize a coverage plan that helps protect what’s important to you – family, things and your bottom line. From safe driving rewards, bundling options and discounts*, Dee
Higginbotham Insurance & Financial Services
Business Insurance, Employee Benefits, Financial ServicesBusiness Insurance, Employee Benefits, Financial Services
President's Club
Allegiance Title Rockwall
Allegiance Title Company is an independent title insurance agency that is locally owned and operated.Allegiance Title Company is an independent title insurance agency that is locally owned and operated.
Libertas Financial Partners
At Libertas Financial Partners we take the responsibility of managing our clients’ hard-earned money seriously, and we strive to do what is in their best interest every day. We take a proactive, teamAt Libertas Financial Partners we take the responsibility of managing our clients’ hard-earned money seriously, and we strive to do what is in their best interest every day. We take a proactive, team
Executive
Cross Country Mortgage The William Branch Group
As America’s #1 Retail Mortgage Lender, we work together to make every mortgage feel like a win. And when you work with us, we’re dedicated to one thing: You.As America’s #1 Retail Mortgage Lender, we work together to make every mortgage feel like a win. And when you work with us, we’re dedicated to one thing: You.
Wells Fargo Wealth & Investment Management
I specialize in working with clients to build, manage, protect, and transition their wealth.I specialize in working with clients to build, manage, protect, and transition their wealth.
.jpg)
Gerald Hendrik - Rockwall Wealth Advisors
We are a independent, fee-based, fiduciary right here in Rockwall offering investment management and financial planning services.We are a independent, fee-based, fiduciary right here in Rockwall offering investment management and financial planning services.
Gmac Family Financial
Gregg MacInnis, CKA, is a recognized financial educator, author, speaker, and Retirement Income Specialist. He is the co-author of “Retire Abundantly: The Proven Principles to Create a Worry-Free RetiGregg MacInnis, CKA, is a recognized financial educator, author, speaker, and Retirement Income Specialist. He is the co-author of “Retire Abundantly: The Proven Principles to Create a Worry-Free Reti
AmeriLife of Texas
AmeriLife’s strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives. We’re a national leader in developing, marketing, distributing and adminAmeriLife’s strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives. We’re a national leader in developing, marketing, distributing and admin
Executive
Harlow Payments
Here at Harlow, we know how difficult it is to deal with all the different credit card rates. We can simplify it for you! We will review your current rates line-by-line free of charge.Here at Harlow, we know how difficult it is to deal with all the different credit card rates. We can simplify it for you! We will review your current rates line-by-line free of charge.
Harbor Town Title
Our title policies are underwritten by Stewart Title, Old Republic, and Westcor Land Title Insurance Company. Harbor Town Title services not only Rockwall county, but Kaufman, Hunt, Dallas, Collin, DeOur title policies are underwritten by Stewart Title, Old Republic, and Westcor Land Title Insurance Company. Harbor Town Title services not only Rockwall county, but Kaufman, Hunt, Dallas, Collin, De
Executive
S.Godoy & Associates, LLC
What sets me apart is my steadfast commitment to meticulous attention to detail and delivering exceptional services. Your business needs are my utmost priority, and I am dedicated to effectively addreWhat sets me apart is my steadfast commitment to meticulous attention to detail and delivering exceptional services. Your business needs are my utmost priority, and I am dedicated to effectively addre
.png)
