Nylife Securities LLC Member

Alden Financial Group, based in Dallas, TX, specializes in providing fee-based financial planning and wealth management solutions for high-net-worth individuals, families, and businesses. With over 60 years of experience, the firm emphasizes a holistic approach to financial advising, focusing on protecting and preserving client assets while fostering a secure financial future. The company's unique "Forge and Link" methodology aims to refine clients' psychological relationships with money, helping them shed unproductive beliefs and behaviors. By guiding clients through this transformative process, Alden Financial Group strives to align their refined financial strategies with their personal goals and aspirations. Generated from the website

The Wood Legacy Group LLC, established in 1888, specializes in providing tailored insurance and financial services designed to help families and businesses develop their legacies. Their extensive experience enables them to effectively serve the unique financial needs of various professionals, including healthcare providers, entrepreneurs, and entertainers. Led by Nelson Wood, a licensed agent and registered representative with NYLIFE Securities LLC, the firm is dedicated to delivering comprehensive financial planning while emphasizing the importance of consulting with tax, legal, or accounting professionals for informed decision-making. The group is committed to supporting clients in Texas, ensuring that their financial strategies align with both immediate and long-term goals. Generated from the website

Metz Insurance Financial is an independent firm based in Dallas, TX, specializing in life insurance, disability income, and long term care solutions for emerging wealth and established families, as well as privately held business owners. Led by Corey Metz, a licensed agent and registered representative, the firm offers premiere service, comprehensive communication, and personalized instruction, designing creative and customized insurance strategies in alignment with clients' financial goals and core values. With a clear understanding of each family's current financial situation and long-term preservation goals, Metz Insurance Financial utilizes their vast experience and insights to provide expert guidance and tailored insurance solutions. As a specialist in the field, the firm offers a range of services, including policy audit services, personal and business planning, and access to resources through their partnership with Eagle Strategies LLC and The Nautilus Group. Committed to serving professional advisors, Metz Insurance Financial is dedicated to helping clients bring their career and financial aspirations to life.Generated from the website