Oscar Jackson III - Investment & Asset Planning

Investment & Asset Planning, located in Wichita Falls, TX, is dedicated to providing expert financial guidance and strategic planning tailored to individual and business needs. The firm emphasizes the importance of informed investment decisions and wealth management to achieve long-term financial goals. With a commitment to client education and satisfaction, Investment & Asset Planning offers a range of services designed to navigate the complexities of investment opportunities. Their approach integrates personalized strategies, ensuring clients feel empowered in their financial journeys. Generated from the website

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Personal Money Planning, located in Wichita Falls, Texas, is a fee-only financial planning and investment advisory firm dedicated to helping individuals, families, and businesses achieve their financial goals. Established in 1993 by Gary Silverman, the firm emphasizes a personalized approach to financial management and acts as a fiduciary, ensuring that clients' interests are always prioritized. The team at Personal Money Planning offers a range of services, including investment management, retirement planning, estate planning, and tax planning, all tailored specifically to meet the unique needs of each client. With a commitment to transparency, the firm operates on a flat-fee or percentage-of-assets model, eliminating potential conflicts of interest associated with commission-based compensation. Generated from the website