Daniel C Caswell, CPA - Integrated Wealth Strategies

Meet a local New York Life financial professional who understands your needs. In addition to insurance protections, we offer retirement planning, investment solutions, college funding, business solutions, and estate planning strategies. Call to learn more about how we can help today. Looking for a career in insurance and financial services that offers training, autonomy, and high-income potential? A local New York Life recruiter can tell you more. Any testimonials are based on individual experience and not a guarantee of future performance or success

Venturi Wealth Management is a leading financial advisory firm based in Austin, TX, offering wealth management and investment solutions to business owners, entrepreneurs, and successful families. With a focus on personalized financial plans, tailored investment strategies, and objective advice, Venturi provides comprehensive services including alternative investments, equity compensation planning, business owner exit planning, and private foundation management. As an independent and transparent firm, Venturi is dedicated to meeting the unique needs of its clients, who are often executives, entrepreneurs, or individuals going through major financial transitions. With a team of experienced professionals and a commitment to education and innovation, Venturi has been recognized as one of the top RIA firms in America by Forbes and named one of the best financial advisory firms by USA Today.Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy