Ringler Associates Dallas

Cornerstone Financial Services, Inc. is a reputable financial firm based in Dallas, TX, offering a wide range of products and services to meet the diverse needs of their clients. With a team of experienced professionals, they provide expert advice and guidance on investment strategies, retirement planning, and wealth management. Committed to delivering personalized solutions, Cornerstone Financial Services aims to help individuals and businesses achieve their financial goals and secure their financial future. As an independent firm, Cornerstone Financial Services partners with Independent Financial Group, LLC (IFG), a Registered Investment Adviser, to offer securities and advisory services. With a strong emphasis on client satisfaction, they strive to provide accurate and reliable information, ensuring that their clients make informed decisions. Recognizing that each investor's situation is unique, Cornerstone Financial Services tailors their services to suit individual needs, making them a trusted choice for financial planning and investment management in the Dallas area.Generated from the website

Share Financial Services, based in Dallas, TX, was a trusted financial institution that served its clients for over five decades before ceasing operations on December 31, 2023. Despite the closure, bondholders can rest assured that their bond holdings remain unaffected by Share's discontinuation. With a commitment to privacy and transparency, Share Financial Services prioritized the security and satisfaction of its clients, offering services through trusted trust companies such as Argent Trust Company (formerly TMI Trust Company) and Goldstar Trust Company.Generated from the website

HistoryMy practice began with my love for income taxes (the government necessity) and the enjoyment of working with people to find solutions to everyday issues. After 12 years of doing income taxes, I realized that people trusted me but they needed additional services that I was not providing. So in 1989 I began getting insurance and securities licensed and pursuing the appropriate education to further serve a client in matters that encompassed a complete and successful financial program. My practice today still provides the tenets of wealth management and tax compliance with an emphasis on seniors.SpecialtiesWealth Management and Tax Compliance for individuals and small businesses.