Financial advice to help you achieve your goals

Third Coast Bank SSB offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC.  Through on-site financial planning, comprehensive investment solutions and convenient digital capabilities, they partner with us to help you reach your financial goals. Financial Advisors at Third Coast Advisors, a financial advisory practice of Ameriprise Financial Services, LLC are available at our Humble location to speak with you about your unique financial situation and goals. 

 

Why work with a financial advisor?

You work hard for what you earn — make sure your savings and investments are preparing you for the future you want. A financial advisor can help you achieve your short and long-term financial goals as well as plan for unexpected events that could arise. Through an ongoing, collaborative relationship with a financial advisor, plus secure anytime–access to your accounts online, you can track your progress toward your goals and receive timely advice when you need it.

 

A comprehensive approach

Together, you and your financial advisor will evaluate your current financial situation. From there, your financial advisor will work with you to address key needs, consider tax strategies and find ways to help fill any gaps that could keep you from achieving the lifestyle you want. Through personalized financial advice, your financial advisor will help you prioritize what’s important today, while planning for a confident financial future.

Solutions and advice aligned to you

Through Ameriprise Financial, you’ll have access to wide-ranging advice — from customized investment recommendations and asset allocation strategies, to comprehensive financial planning that covers key aspects of your financial life — to help you meet your goals. And, your financial advisor can provide access to an extensive suite of solutions to meet your specific needs, including investments, insurance and annuities, and much more.

Products and services available through Ameriprise

  • Financial planning
  • Retirement planning
  • Investments
  • Funding education expenses
  • Insurance and annuities
  • Estate planning strategies
  • Retirement income strategies
  • Tax planning strategies
About Ameriprise Financial

As a longstanding leader in financial planning and advice, Ameriprise Financial helps clients navigate the present without losing sight of the future.

Ameriprise Financial has remained true to its vision of putting its clients' interests first for more than 125 years. Ameriprise Financial and its subsidiaries serve more than 2 million individual, business and institutional clients, with more than $1 trillion in assets under management and administration.1

View the Ameriprise FINRA BrokerCheck listing.


Advisor Contact Advisor Website



Jeanette Allan,
Financial Advisor,
Managing Director
  T: 713-960-1300
C: 713-515-4574

Located at Third Coast Bank
1800 West Loop South,
Ste 100
Houston TX 77027


John Boles,
Financial Advisor,
Managing Director
T: 737.825.2932

Located at Third Coast Bank
200 E 8th Street, Ste 202
Georgetown TX 78626



John Bunch,
Financial Advisor,
Managing Director
T: 713.960.1300
C: 281.865.2362

Located at Third Coast Bank 
20665 W Lake Houston Pkwy
Kingwood, TX 77346



Josh Collins,
Program Manager
T: 210.269.1877

Located at Third Coast Bank
18756 Stone Oak Pkwy, Ste 200
San Antonio TX 78258

 
Amanda A. Hale,
Financial Advisor,
Managing Director
T:  409.242.6222

Located at Third Coast Bank
2901 Turtle Creek Drive,
Ste 115
Port Arthur, TX  77642

ameripriseadvisors.com/amanda.hale
 
Michael Loerch,
Financial Advisor,
Managing Director
T: 737.825.2933

Located at Third Coast Bank
200 E 8th Street, Ste 202
Georgetown TX 78626