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Burgeon Capital provides financial planning services to Midland and the surrounding communities. It helps clients pursue their goals by offering investment analysis, retirement projections, and investment strategies services. It also develops customized plans for individuals who want to protect their assets and estate. The company's principal wealth manager, Brian Fralin, holds a master's degree in accounting and information management with a focus on taxation. Additionally, Fralin has been in the wealth management industry since 2003.
Cargile Investment Management provides financial advisory services to Midland residents. It helps individuals prepare for their retirement by guiding them in planning their current and future finances. It also offers investment management services that include fixed-income investment, mutual funds, and tax-exempt bonds. The company was founded in 1984 by Mickey Cargile, an investment advisor representative with more than three decades of experience in the finance industry. Cargile Investment Management was featured in Forbes, Financial Times, Fox News, and Yahoo! Finance.
Cosner Financial Group offers financial advisory services to clients in Midland and the surrounding communities. It is a family-owned firm that has been serving the community for over 30 years. Its personal financial services include retirement planning, college savings, wealth management, and life insurance. It also handles estate planning, inheritance, and 401(k) rollover, and works with charitable trusts, endowments, and nonprofit organizations. Additionally, the firm offers business financial services, including managing employer-sponsored retirement plans and cash management.
Elite Financial Management is a financial advisory firm that has been serving the residents of Midland and the surrounding areas for more than 15 years. It offers various financial services, including retirement, insurance, and estate planning. The firm also provides investment planning services such as asset allocation and risk management. Its founder William Dendy has been working in the investment and financial planning field for more than 28 years. He is a member of the Society of Financial Service Professionals.
FYJ Financial is a group of financial advisors providing its services to residents in Midland. It helps clients make and implement smart financial planning decisions regarding income tax, cash flow, education, estate, and retirement matters. With decades of experience, they offer their services to families and professionals who are just starting to save for the future, established investors, and companies looking for retirement plans. FYJ Financial implements a team-based approach where multiple financial advisors will work for each client.
Foreman Financial offers a personalized approach to wealth management to clients in Midland. It aids businesses in areas such as sales and valuations, employee retirement plans, and charitable giving. The firm also provides wealth and investment management, tax planning, insurance and annuities, and retirement planning to executives, individuals, families, and investors. One of the firm's financial consultants, Kevin Foreman, has been in the industry for over 20 years. Foreman serves on the Board of Directors of Keep Midland Beautiful.
Global Wealth Advisors is an independent company that delivers financial planning and wealth management services to families in Midland. It uses a proprietary 3P Approach that involves collaborating with clients to plan for their financial future, helping them prosper, and making sure the wealth they have built is protected. The firm's advisors have a combined 100 years of experience in the industry. Global Wealth Advisors has been featured in various media outlets, including Forbes, U.S. News & World Report, and CNBC.
Syntal Capital Partners serves clients in Midland and its surrounding areas. Founders Chad Clary and Dane E. Crunk are the firm's managing directors. They specialize in bespoke investments, concentrated stocks, tax management, estate, and trust planning. They also specialize in banking, lending, finance consulting, risk management, and philanthropic services. Dane has served as a financial advisor to families and institutional investors since 1999. He also served as a private wealth advisor at Merrill Lynch's Private Banking & Investment Group.
