Advanced estate planning in Houston, TX
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Merrill Lynch Private Wealth Advisor Craig Lambert Massey
● OpenMerrill Lynch Private Wealth Advisor Craig Lambert Massey, located at 800 Capitol Street in Houston, Texas, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth. With specialized services from Merrill and banking and lending capabilities from Bank of America, the institution is dedicated to meeting the unique needs of affluent families, entrepreneurs, executives, and business owners. Craig Massey, a seasoned wealth management professional, leads The Massey Schmidt Harper Group and works closely with clients to develop tailored strategies that integrate various components of significant wealth, such as estate planning and retirement strategies. With a strong background in finance and a commitment to personalized service, Craig has been recognized by Barron's Magazine for his expertise in financial advising.
800 Capitol St, Houston, TX 77002, United States -
Discovery Point Wealth Advisors - Ameriprise Financial Services, LLC
● ClosedDiscovery Point Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 1300 Hercules Avenue in Houston, Texas, United States. With a focus on financial planning, tax, investment, and business planning strategies, our experienced team has successfully guided clients through various economic challenges such as the tech bubble, the great recession, and the recent COVID pandemic. Our goal is to provide holistic advice and proactive communication to help simplify our clients' finances and assist them in achieving their financial goals. Our services are tailored to each individual's needs, and we are committed to helping our clients feel confident about their financial future. If you have questions or would like to schedule a complimentary initial consultation, please get in touch with us. Background and qualification information can be found on FINRA's BrokerCheck website. Our team is dedicated to helping clients navigate the complexities of the financial world and we strive to provide personalized advice to help them reach their goals.
1300 Hercules Ave Ste 205, Houston, TX 77058, United States -
Huckin Financial Group
● ClosedHuckin Financial Group is a leading finance institution located at 4265 San Felipe Street in Houston, Texas, United States. Specializing in a wide range of financial services, Huckin Financial Group offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Huckin Financial Group is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or wealth management services, Huckin Financial Group is here to help you navigate the complexities of the financial world with confidence and success.
4265 San Felipe St # 510, Houston, TX 77027, United States -
Remix Medical, PLLC
● ClosedRemix Medical, PLLC is a health institution located at 1724 Richmond Avenue in Houston, Texas, United States. Our team is dedicated to providing comfortable and convenient healthcare services with over 10 years of experience. We offer up-to-date medical treatments and utilize the latest medical innovations to ensure the best care for our patients. Our in-house expertise helps manage the complexities of running a medical group or office, increasing efficiency and profitability. Our medical physicians and nurse practitioners create a welcoming atmosphere, providing care in a no-pressure environment. We thoroughly explain treatment options, risks, and benefits to our patients.
1724 Richmond Ave. Suite 100A, Houston, TX 77098, United States -
Platinum Tax Management
● ClosedPlatinum Tax Management is a privately-owned tax management firm located in The Woodlands, Texas, serving affluent clients in the Greater Houston area and nationwide. Our team of trained tax specialists is dedicated to providing professional, fast, and friendly service to help individuals and families make sense of their financial situations and plan for the future. We prioritize customer service and strive to build long-term relationships with hardworking, self-made individuals who need assistance with their taxes. At Platinum Tax Management, we understand the complexities of today's tax laws and aim to maximize deductions and credits for our clients. Our services include tax preparation, tax management, and personalized wealth strategy guidance to help clients achieve financial independence. Whether you are an active real estate professional or looking to utilize the 20% pass-through deduction, our team is here to help you navigate the complexities of tax obligations and investments.
8505 Technology Forest Pl Ste 404, The Woodlands, TX 77381, United States -
PRATHER & PRATHER CPA
● ClosedPrather & Prather CPA is a reputable accounting and finance institution located at 950 Echo Lane in Houston, Texas, United States. With a team of highly skilled and experienced certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Their dedication to excellence and personalized approach to client service sets them apart from other firms in the industry. Whether you are a small business owner or an individual seeking financial guidance, Prather & Prather CPA is committed to helping you achieve your financial goals.
950 Echo Ln #200, Houston, TX 77024, United States -
O'Connor Cost Segregation
● ClosedO'Connor Cost Segregation is a leading finance institution located at 2200 North Loop West in Houston, Texas, United States. Specializing in cost segregation services, they help businesses maximize their tax savings by identifying and reclassifying assets to accelerate depreciation. With a team of experienced professionals, O'Connor Cost Segregation provides tailored solutions to meet the unique needs of each client, ensuring they receive the maximum benefits available. Trusted by businesses across various industries, O'Connor Cost Segregation is dedicated to helping clients achieve their financial goals and optimize their tax strategies.
2200 N Loop W #200, Houston, TX 77018, United States -
Uday Khosla, MD - Nephrologist & Internal Medicine
● ClosedWelcome to Uday Khosla, MD - Nephrologist & Internal Medicine, where your health and well-being are our top priorities. Conveniently located at 1724 Richmond Ave. Suite 100B, Houston, TX 77098, our practice is dedicated to providing exceptional healthcare services in a comfortable and stress-free environment. With over a decade of experience, our team of skilled medical professionals is committed to delivering the latest in medical treatments and innovations. We understand that navigating healthcare can be daunting, which is why we strive to make your experience as smooth and informative as possible. Our team is here to ensure that you receive personalized care tailored to your unique needs.
1724 Richmond Ave. Suite 100B, Houston, TX 77098, United States
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