Norvis

HistoryIPFS was founded by David Frank over 20 years ago and has rapidly been growing throughout the Greater Houston Area. With over 15 experienced Agents, we are proud to serve our family, friends, and neighbors just like you.SpecialtiesLife Insurance Expert - Wheather you're looking for Term, or like the TAX-Free Cash Accumulation in Universal or Whole Life. As a broker, I shop the best rates with the best companies so you won't ever feel like your getting a

Thrivent Financial, a marketing name for Thrivent Financial for Lutherans, provides a comprehensive range of financial services, including planning, budgeting, and investing, aimed at aligning clients' financial goals with their personal values. Their qualified financial advisors work closely with individuals to create tailored financial plans, offering ongoing support to help clients achieve their objectives while fostering community involvement and generosity. Committed to making a positive impact, Thrivent encourages its clients to give back to their communities, having raised substantial funds and contributed millions of volunteer hours nationwide. This focus on community support underscores Thrivent's mission to empower individuals in their financial journeys while promoting a culture of stewardship and service. Generated from the website

HistorySheets Smith Investment Management, LLC (SSIM or Firm) is an affiliate of Sheets Smith Wealth Management Inc. (SSWM), an investment advisor registered with the Securities and Exchange Commission under the Investment Advisors Act of 1940. The primary office is located in Houston, TX. The Firm was formed in December 2015 by SSWM and Z. Cornell Bowden. The Firm specializes in multi-strategy equity and dynamic asset allocation balanced portfolio management. SSIM offers a suite of Balanced Portfolio strategies to accommodate various risk tolerances and time horizons of individual clients. Other portfolio strategies that are designed for specific clients are also managed by SSIM. SSIM was formed for the expressed purpose of segregating accounts using these strategies into an entity separate from SSWM to comply with the CFA Institute's Global Investment Performance Standards.SpecialtiesInvesting, Financial Advising, Wealth Management, Insurance