Steve Slate - New York Life

Mary Shepherd - TWFG Insurance is an insurance agency based in Fort Worth, TX, specializing in providing a range of insurance products and services to individuals and businesses. With a focus on personalized customer service, they strive to help clients find the right coverage to meet their unique needs. Offering a variety of insurance options, Mary Shepherd - TWFG Insurance works with multiple carriers to ensure clients have access to competitive rates and comprehensive coverage. Their experienced team is dedicated to guiding customers through the insurance process and providing tailored solutions for their specific requirements. Generated from their business information

Equity Financial, LLC is a Fort Worth-based company that specializes in structured finance and equipment financing solutions. With a team of industry experts, they provide a range of services including equipment leasing, debt restructuring, and equipment revolver options. Their national presence allows them to assist businesses across the country, offering personalized financial solutions to meet their clients' goals. Equity Financial has a proven track record of helping businesses overcome financial challenges and achieve success. Through their case studies and testimonials, it is evident that they prioritize building strong relationships with their clients and providing exceptional customer service. Whether it's funding energy companies, facilitating debt restructuring, or assisting with equipment purchases, Equity Financial is dedicated to strengthening businesses and helping them thrive.Generated from the website

At North Star Wealth Strategies, we have been working with individuals, families, and business owners since 1991. The firm was founded by Rick Petty, a financial advisor with more than 24 years of experience. Fresh out of college with a bachelor’s degree, Rick entered the world of corporate finance. Although challenging, he didn’t feel that he was making an impact on people’s lives. While pursuing a graduate degree in personal finance, he was introduced to the world of financial planning and discovered his true passion. Since then, he has built a career centered around creating comprehensive financial plans tailored to each client’s unique circumstances.