Associate financial advisor in Texas
407 results found
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O'Connor & Associates
● OpenO'Connor & Associates is a finance institution located at 2200 North Loop West in Houston, Texas, United States. They specialize in helping residential homeowners lower their property taxes by challenging the assessed value of their property. With a contingency fee of 50 percent of all property taxes saved through administrative hearings or judicial appeal for that tax year, you only pay if they successfully reduce your taxes. They do not bill for court costs, appraisals, expert witness fees, or legal fees. With additional locations in Dallas, San Antonio, and College Park, they provide expert assistance in property tax reduction. With the Harris Central Appraisal District's 2022 budget at $94.87 million, O'Connor & Associates are dedicated to helping you exercise your right to challenge property tax assessments and save money.
2200 N Loop W #200, Houston, TX 77018, United States -
CAO & Associates, PC - South I-45
● ClosedCAO & Associates, PC - South I-45 is a professional accounting firm located in Houston, Texas. With a convenient location on Scarsdale Boulevard, they offer a wide range of services for individuals and businesses in the area. Their team of experienced CPAs and tax professionals are dedicated to providing top-notch financial solutions and personalized advice to help clients achieve their financial goals. Whether you need help with tax preparation, bookkeeping, or financial planning, CAO & Associates, PC - South I-45 is here to help. Contact them today to schedule a consultation and see how they can assist with your financial needs.
10904 Scarsdale Blvd Ste. 226, Houston, TX 77089, United States -
Kelley Insurance Associates - James Kelley, CLU, RHU, LUTCF
● OpenKelley Insurance Associates, led by James Kelley, CLU, RHU, LUTCF, is a reputable insurance agency located at 713 Rolling Brook Lane in Cedar Park, Texas. With years of experience and expertise in the field, James Kelley and his team provide personalized insurance solutions to meet the unique needs of their clients. Whether you are looking for auto, home, life, or health insurance, Kelley Insurance Associates is dedicated to helping you find the right coverage at the best possible price. Trustworthy, reliable, and committed to customer satisfaction, Kelley Insurance Associates is your go-to agency for all your insurance needs in the Cedar Park area.
713 Rolling Brook Ln, Cedar Park, TX 78613, United States -
James C. Neathery & Associates Inc.
● ClosedJames C. Neathery & Associates Inc. is a finance and insurance agency located at 118 South Friou Street in Alvarado, Texas, United States. Specializing in the Infinite Banking Concept®, this institution helps individuals finance the things of life without focusing on investments or rates of return. With a focus on banking no matter the interest rates, James Neathery and his team have been praised for their expertise and dedication to helping clients adopt this life-changing concept. Clients have praised the team for their patience, knowledge, and resources in understanding and implementing the Infinite Banking Concept®. As an independent agency, James Neathery & Associates are not affiliated with Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor. Trust in James C. Neathery & Associates Inc. for financial coaching and guidance in mastering the Infinite Banking Concept®.
118 S Friou St, Alvarado, TX 76009, United States -
Associated Business Services
● OpenAssociated Business Services is a reputable institution located at 1220 Broadway Street in Lubbock, Texas, United States. Specializing in accounting and finance, we are dedicated to helping our clients build confidence in their financial lives. We offer a range of services, including deposit and loan products, as well as investment options. As a trusted financial partner, we go above and beyond for our customers, providing personalized solutions to help make their money work harder for them. Our commitment to excellence has been recognized, as we were named "America's Best Regional Bank" by Newsweek.
1220 Broadway St # 907, Lubbock, TX 79401, United States -
Cisco & Associates Group LLC
● ClosedCisco & Associates Group LLC is a trusted accounting and finance institution located at 4806 West Walnut Street in Pearland, Texas. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the United States. From tax preparation to financial planning, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
4806 W Walnut St Ste 100, Pearland, TX 77584, United States -
CD Bradshaw & Associates, P.C.
● OpenCD Bradshaw & Associates, P.C. is a reputable accounting and finance institution located at 1500 West University Avenue in Georgetown, Texas, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. From tax preparation and planning to financial consulting and auditing, CD Bradshaw & Associates, P.C. is dedicated to providing top-notch financial solutions tailored to meet the unique needs of their clients. With a commitment to excellence and customer satisfaction, this institution is a trusted partner for all your accounting and finance needs.
7109, 1500 W University Ave Suite 102, Georgetown, TX 78628, United States -
Merrill Lynch Financial Advisor Steven S Cox
● OpenMerrill Lynch Financial Advisor Steven S Cox is a finance institution located at 8101 Southwest 34th Avenue, Amarillo, Texas, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution offers services such as Certified Financial Planner Board of Standards Inc., Senior Wealth Management Client Associate, and Investment Personality Assessment. The institution helps clients identify and prioritize their financial goals, from retirement planning to funding a child's education. They believe in creating a personalized financial approach that reflects the client's personality and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with clients to develop an approach designed to address their financial needs. The institution's mission is to understand each client personally and help them pursue their financial goals while managing investment risk. By providing personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Steven S Cox aims to help clients live their best financial life.
701 S Taylor St Suite 100, Amarillo, TX 79101, United States -
C.S. Wilson & Associates
● OpenC.S. Wilson & Associates is a reputable finance institution located at 2324 Lakeview Drive in Amarillo, Texas, United States. With a team of experienced financial professionals, they provide a wide range of financial services to individuals and businesses. From investment planning to retirement strategies, C.S. Wilson & Associates is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized approach sets them apart in the industry. Visit them today to see how they can help you secure your financial future.
2324 Lakeview Dr, Amarillo, TX 79109, United States -
Merrill Lynch Financial Advisor Larry D Laughter
● OpenMerrill Lynch Financial Advisor Larry D Laughter is a finance institution located at 8101 Southwest 34th Avenue in Amarillo, Texas, United States. Supported by the global resources of Merrill, the team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Larry D Laughter focuses on understanding your family, goals, and priorities to create a personalized financial plan tailored to your needs. The institution offers a range of services, including investment insights, banking solutions, and personalized financial planning. With a focus on building a long-term relationship, the team at Merrill Lynch is committed to helping you achieve your financial goals and navigate the complexities of the financial markets. Certified by the CFP Board, Larry D Laughter and the team provide personalized investment strategies and comprehensive financial solutions to help you live your best financial life.
701 S Taylor St Suite 100, Amarillo, TX 79101, United States -
Pierce & Associates
● OpenPierce & Associates is a reputable finance institution located at 613 Austin Street in Levelland, Texas, United States. With a team of experienced professionals, Pierce & Associates offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or financial planning, Pierce & Associates is dedicated to providing personalized solutions to meet your needs. Visit us today to learn more about how we can help you secure your financial future.
613 Austin St, Levelland, TX 79336, United States -
Pennington Bass & Associates
● OpenPennington Bass & Associates is a reputable finance institution located at 7818 Orlando Avenue in Lubbock, Texas, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with investments, retirement planning, or tax preparation, Pennington Bass & Associates is dedicated to providing personalized solutions to meet your financial goals. Trustworthy and reliable, they strive to help their clients achieve financial success and security.
7818 Orlando Ave, Lubbock, TX 79423, United States -
Global Wealth Advisors
● OpenGlobal Wealth Advisors, located at 601 North Marienfeld Street in Midland, Texas, is a finance institution dedicated to helping clients achieve their financial dreams with confidence. With a team of experienced professionals, we provide custom tailored financial planning solutions to help you navigate your complex financial goals, preferences, and risk tolerance. Our advisors have over 100 years of combined experience and offer fee-based advice to ensure transparency and trust. Whether you are planning for accumulation, protection, or passing on a legacy, we are here to help at every stage of life. We offer a free tax strategy guide to help you get a head start on your financial goals and create a personalized financial roadmap. Our advisors specialize in financial planning, tax reduction, investment strategies, and charitable planning to help you meet your goals. From addressing unique financial challenges faced by women breadwinners to exploring the benefits of establishing a private foundation, we provide valuable insights and strategies to help you make informed financial decisions.
601 N Marienfeld St Ste 322, Midland, TX 79701, United States -
Duchouquette & Associates, Inc.
● OpenDuchouquette & Associates, Inc. is a finance institution located at 419 Executive Center Boulevard, El Paso, Texas, United States. As a part of Cetera Advisor Networks, they provide a wide range of financial services and investment information to their clients. This includes information on revenue received from registered and alternative product sponsors, 529 Plan disclosure, insured deposit sweep account information, exchange-traded funds, custody services, and more. They are committed to providing their clients with the best possible financial advice and guidance. Visit FINRA's BrokerCheck to learn more about your financial professional and Cetera Advisor Networks.
419 Executive Center Blvd, El Paso, TX 79902, United States -
Carlos Veytia & Associates
● OpenCarlos Veytia & Associates is a reputable finance institution located at 1517 Montana Avenue in El Paso, Texas. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with investments, retirement planning, or estate management, Carlos Veytia & Associates is dedicated to providing personalized solutions to meet your financial goals. Trustworthy and reliable, this institution is committed to helping clients achieve financial success.
1517 Montana Ave, El Paso, TX 79902, United States -
Carr, Riggs & Ingram CPAs and Advisors
● OpenCarr, Riggs & Ingram CPAs and Advisors is a nationally-ranked accounting and advisory firm located at 810 Yandell Drive in El Paso, Texas. Specializing in accounting and finance, we offer a range of services from traditional accounting to cutting-edge business support and technology resources. Our team is dedicated to cultivating growth and helping clients achieve success. As a member of PrimeGlobal, a global association of independent accounting firms, we have access to a network of professionals to provide the best possible solutions for our clients. Contact us today to see how we can help you reach your goals.
810 Yandell Dr, El Paso, TX 79902, United States -
Carr, Riggs & Ingram CPAs and Advisors
● ClosedLocated at 5812 Cromo Drive in El Paso, Texas, Carr, Riggs & Ingram CPAs and Advisors is a top 25 nationally-ranked accounting and advisory firm specializing in accounting and finance services. With a focus on building relationships to foster growth, CRI offers a wide range of services including traditional accounting, business support, technology resources, and assurance offerings. As a member of PrimeGlobal, an association of independent accounting firms and business advisors, CRI has the expertise to take clients from compliance to competitive advantage. Contact Carr, Riggs & Ingram CPAs and Advisors for the solutions to triangulate your success.
5812 Cromo Dr, El Paso, TX 79912, United States -
MEZA & ASSOCIATES, CPA
● ClosedMEZA & ASSOCIATES, CPA is a reputable accounting and finance institution located at 11890 Vista Del Sol Drive in El Paso, Texas, United States. Our certified public accounting services are tailored to simplify your financial responsibilities, allowing you more time to focus on growing your business in El Paso. We stay updated on tax law changes year-round to ensure you benefit from all available tax incentives. Paul Meza, a highly recommended CPA, leads a team of professional and friendly staff who consistently deliver exceptional work to clients. Whether you are an individual or a small business owner in industries such as legal accounting, health care, non-profit accounting, professional services, or other service businesses, we offer personalized services to address your specific challenges, compliance needs, and industry-standard tax practices. Trust MEZA & ASSOCIATES, CPA to handle your financial needs with expertise and reliability.
a 117, 11890 Vista Del Sol Dr a101, El Paso, TX 79936, United States -
Garcia & Associates, Income Tax & Financial Services, LLC
● ClosedGarcia & Associates, Income Tax & Financial Services, LLC is a trusted accounting and finance institution located at 824 Raynolds Street in El Paso, Texas, United States. Our team of experienced professionals is dedicated to providing comprehensive financial services, including income tax preparation, financial planning, and bookkeeping. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your accounting and finance needs.
824 Raynolds St, El Paso, TX 79925, United States -
Cerda Teran & Associates LLP
● OpenCerda Teran & Associates LLP is a leading accounting and finance institution located at 107 Calle del Norte in Laredo, Texas, United States. Our team of experts is dedicated to providing top-notch financial services to individuals and businesses in the area. With a focus on accuracy, integrity, and professionalism, we strive to help our clients achieve their financial goals and make informed decisions. Whether you need assistance with tax preparation, auditing, or financial planning, our experienced professionals are here to help. Contact us today to learn more about how Cerda Teran & Associates LLP can support your financial needs.
107 C. del Norte # 28, Laredo, TX 78041, United States -
Briseño & Associates Inc.
● ClosedBriseño & Associates Inc. is a leading accounting and finance institution located at 416 Shiloh Drive in Laredo, Texas, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. From tax preparation to financial planning, we offer a wide range of services to help our clients achieve their financial goals. Trust Briseño & Associates Inc. for all your accounting and finance needs.
416 Shiloh Dr a1, Laredo, TX 78045, United States -
Carr, Riggs & Ingram CPAs and Advisors
● OpenLocated at 402 East Tyler Avenue in Harlingen, Texas, Carr, Riggs & Ingram CPAs and Advisors is a top-ranked accounting and advisory firm dedicated to helping clients achieve success. With a focus on building strong relationships, CRI offers a wide range of services including traditional accounting, business support, technology resources, and assurance offerings. As a member of PrimeGlobal, a global association of independent accounting firms, CRI has access to a network of professionals to provide additional support and expertise. Whether you need help with compliance or want to gain a competitive advantage, CRI has the solutions to help you thrive.
402 E Tyler Ave, Harlingen, TX 78550, United States -
Bob Richardson & Associates Inc
● OpenBob Richardson & Associates Inc is a finance institution located at 1623 Central Boulevard in Brownsville, Texas, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with investments, retirement planning, or estate planning, their experts are dedicated to helping you achieve your financial goals. Trust Bob Richardson & Associates Inc for personalized and reliable financial advice.
1623 Central Blvd, Brownsville, TX 78520, United States -
Garduño Tax & Associates
● OpenGarduño Tax & Associates is a leading accounting and finance institution located in Brownsville, Texas. Our team of experienced professionals is dedicated to providing top-notch tax services, financial consulting, and accounting solutions to individuals and businesses in the area. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of the tax system. Visit us at 275 Jose Marti Boulevard to learn more about how Garduño Tax & Associates can assist you with all of your accounting and financial needs.
275 Jose Marti Blvd Suite A, Brownsville, TX 78526, United States -
Carr, Riggs & Ingram CPAs and Advisors
● OpenCarr, Riggs & Ingram CPAs and Advisors, located at 3125 Central Boulevard in Brownsville, Texas, is a top 25 nationally-ranked accounting and advisory firm. Specializing in accounting and finance, they offer a wide range of services to help businesses grow and succeed. From traditional accounting services to cutting-edge technology resources and assurance offerings, CRI has the expertise to take your business from compliance to competitive advantage. As a member of PrimeGlobal, a worldwide association of independent accounting firms, CRI has access to a global network of resources to better serve their clients. With a focus on building relationships and cultivating growth, CRI is dedicated to providing the solutions needed for your success.
3125 Central Blvd, Brownsville, TX 78520, United States -
Carr, Riggs & Ingram CPAs and Advisors
● OpenCarr, Riggs & Ingram CPAs and Advisors is a top-ranked accounting and advisory firm located at 4100 North 23rd Street in McAllen, Texas, United States. With a focus on cultivating growth through relationships, CRI offers a wide range of services including traditional accounting, business support, technology resources, and assurance offerings. As a member of PrimeGlobal, a global association of independent accounting firms and business advisors, CRI has the expertise to take clients from compliance to competitive advantage. Whether you need help with finance, accounting, or business strategy, CRI has the solutions to help you succeed.
4100 N 23rd St, McAllen, TX 78504, United States -
Charles R. Green & Associates, Inc.
● OpenCharles R. Green & Associates, Inc. is a finance institution located at 1612 Summit Avenue in Fort Worth, Texas, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From investment planning to retirement strategies, their experts are dedicated to helping clients achieve their financial goals. Whether you are looking for wealth management or assistance with tax planning, Charles R. Green & Associates, Inc. is committed to providing personalized and comprehensive financial solutions tailored to your specific needs.
1612 Summit Ave #350, Fort Worth, TX 76102, United States -
Cascos & Associates, PC
● OpenCascos & Associates, PC is a leading accounting and finance firm located at 765 East 7th Street in Brownsville, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. From tax preparation and bookkeeping to financial planning and investment advice, we strive to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
765 E 7th St A, Brownsville, TX 78520, United States -
Source Advisors
● OpenSource Advisors is a finance institution located at 4150 International Plaza in Fort Worth, Texas, United States. Businesses of all sizes and industries can benefit from their services, including reducing federal income taxes for qualified research expenses, offsetting costs associated with energy-efficient properties, leveraging existing inventory for profit, and maximizing profits while minimizing losses. Source Advisors offers tax incentive solutions for commercial and residential properties, compliance services, and enhanced R&D tax credit studies. With over 40 years of experience, Source Advisors empowers businesses to unlock the full potential of government-sponsored tax credits. Their consultative approach ensures that each client's tax incentive strategy is maximized to meet their specific business needs. From aerospace manufacturers to tool and die manufacturers, businesses in various industries can qualify for the R&D tax credit. Source Advisors also provides information on upcoming tax changes, case studies, tax news, and sample tax forms to keep clients informed and educated. Partner with Source Advisors today to unlock your company's full potential and boost cash flow through tax incentives.
4150 International Plaza #650, Fort Worth, TX 76109, United States -
Merrill Lynch Financial Advisor Stuart G Schultz
● OpenMerrill Lynch Financial Advisor Stuart G Schultz, located at 301 Commerce Street, Fort Worth, Texas, United States, offers insights, observations, and ideas to help clients achieve their financial goals. With over 20 years of experience in the financial services industry, Stuart focuses on developing personalized strategies for individuals, families, and businesses to meet their short- and long-term financial objectives. As a Wealth Management Advisor and a graduate of Texas Christian University with a degree in Finance, Stuart and his team provide tailored advice and guidance to help clients prepare for retirement and navigate the complexities of the financial markets. Committed to community involvement, Stuart and his family are active supporters of various organizations in Fort Worth. Through Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, clients receive personalized plans and investment strategies aligned with their goals and priorities. With access to the global resources of Merrill and Bank of America, Stuart works with clients to manage, grow, and preserve their wealth while addressing their evolving financial needs. As a Registered Senior Wealth Management Client Associate, Stuart prioritizes building strong client relationships based on trust and personalized service. By regularly reviewing and adjusting financial approaches, Stuart helps clients stay on track to achieve their goals and navigate life's changes. With a focus on understanding each client's unique needs and priorities, Stuart is dedicated to helping clients achieve financial success and turn their goals into reality. Whether planning for retirement, education, or wealth transfer, Stuart and his team provide comprehensive financial solutions tailored to each client's individual situation. Merrill Lynch Wealth Management Advisors like Stuart Schultz are committed to putting clients first, providing personalized investment strategies and access to comprehensive financial solutions to help clients live their best financial life.
301 Commerce St, Fort Worth, TX 76102, United States
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