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Welcome to Merrill Lynch in Dallas, TX. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

Trinity Financial Partners is a financial services firm based in Dallas, TX, specializing in providing comprehensive financial planning and investment management solutions to individuals and businesses. With a focus on personalized strategies and client-centric approach, Trinity Financial Partners aims to help clients achieve their financial goals and secure their financial future. Generated from their business information

J.K. Financial, Inc. is a fee-only total wealth management firm based in Dallas, Texas. With nearly three decades of experience, they are dedicated to serving their clients through deep and meaningful relationships that last for generations. Their core values of dedication, discipline, teamwork, honesty, and integrity guide their approach to financial planning, and they act as fiduciaries for their clients. J.K. Financial caters to career-driven professionals, business owners, retirees, and C-level executives, with a particular focus on single women. They offer a range of services, including retirement readiness and transition, investment management, protection analysis and assistance, estate planning, concentrated wealth strategies, trust services, and tax monitoring and minimization. Their Total Wealth Concierge service provides a high-touch, personalized approach to financial planning, ensuring that every aspect of their clients' lives is taken into consideration. With a deep understanding and analysis of each client's situation, J.K. Financial helps clients achieve their long-term goals of security and financial longevity, often spanning multiple generations. Their experienced team, led by founder John A. Kvale CFA, CFP, is committed to anticipating obstacles and providing a smooth experience through life's inevitable curveballs. Through their insightful, humorous, and educational videos, as well as their monthly newsletter, J.K. Financial keeps their clients informed and engaged in their financial journey.Generated from the website