Banking industry consultants in Houston, Texas

Titleologist Services & Consultants is a leading finance and insurance agency located at 5415 Antoine Drive in Houston, Texas. Our team of experts specializes in providing personalized services and solutions to help individuals and businesses navigate the complex world of titles and insurance. Whether you need assistance with title transfers, insurance policies, or financial planning, our experienced consultants are here to help. Trust Titleologist Services & Consultants to provide you with the knowledge and expertise you need to make informed decisions and secure your financial future.

Yamato Transport U.S.A., Inc. Houston Satellite Branch is a leading finance, moving company, and storage institution located at 4300 Campbell Road in Houston, Texas. With a strong presence in the United States, Yamato Transport U.S.A., Inc. offers reliable and efficient services for individuals and businesses looking to relocate, store belongings, or manage their finances. The Houston Satellite Branch is known for its professional staff, secure facilities, and commitment to customer satisfaction. Whether you are in need of moving services, storage solutions, or financial assistance, Yamato Transport U.S.A., Inc. Houston Satellite Branch is here to help.

INSURICA Houston is a reputable insurance agency located at 550 Texas 249 Access Road in Houston, Texas. Our team of experienced professionals is dedicated to providing best-in-class individual and commercial insurance services to our clients. With a focus on building lasting relationships, we offer tailored solutions to meet the unique needs of businesses and individuals in the Houston area. Our industry-specific knowledge allows us to offer specialized insurance options for key sectors such as construction, energy, surety, and benefits programs. We are committed to helping our clients reduce costs, increase profits, and exceed regulatory compliance standards. As part of the INSURICA network, we have access to resources and technology that keep us informed about the ever-changing insurance industry. Additionally, we are actively involved in supporting local community organizations such as InterFaith, The Houston Food Bank, M.D. Anderson Boot Walk, and Blue Star Mothers of America. Contact INSURICA Houston today to discuss your insurance needs and find the right coverage for your business or personal requirements.

Bank of America Private Client Advisor Michael (Mike) J Sonnier is a Managing Director at Bank of America Private Bank in Houston, Texas. With over 30 years of experience in the financial services industry, Mike works closely with clients to identify their goals and needs, offering personalized guidance on investment management, wealth transfer, credit solutions, and trust and estate planning services. He has a strong background in entrepreneurship, having founded and successfully sold a company focused on providing CFO services to small, family-owned businesses. At Bank of America Private Bank, Mike and his team prioritize understanding each client's unique situation before creating tailored strategies to help achieve their financial objectives. With a commitment to innovation and a focus on disciplined financial strategies, they aim to provide clients with the tools and resources needed to navigate today's evolving financial landscape.

Bank of America Private Client Advisor Samantha A Kennedy, located at 800 Capitol Street in Houston, Texas, is a finance institution that provides personalized advice and guidance to ultra-high-net-worth families and nonprofit institutions. Samantha Kennedy, a Managing Director with Bank of America Private Bank, leads a team of specialists who offer services in wealth structuring, investment management, asset financing, banking, philanthropy, and nonprofit advisory. With over 20 years of experience in the industry, Samantha is dedicated to the long-term well-being of her clients, working towards their financial objectives with strategic planning and expertise. She is actively involved in various nonprofits in the Houston area, demonstrating her commitment to giving back to the community. The institution focuses on building strong client relationships based on trust and personal experience, aiming to meet the needs and goals of individuals, families, businesses, and institutions. With a history of over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial goals. They prioritize innovation and adaptability in today's evolving financial landscape, providing clients with disciplined strategies and solutions for wealth management. Important information about the institution's services, privacy policies, and risk factors is provided on their website. Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients are encouraged to consult their own advisors before making financial decisions.

Trinity Petroleum Consultants is a leading financial institution located at 2500 Tanglewilde Street in Houston, Texas. Specializing in the petroleum industry, Trinity offers expert financial consulting services to help companies navigate the complex world of oil and gas investments. With a team of experienced professionals, Trinity Petroleum Consultants is dedicated to providing tailored financial solutions that meet the unique needs of each client. Whether you are looking to invest in oil and gas projects or seeking strategic financial advice, Trinity Petroleum Consultants is here to help you achieve your goals.

Patrick Danielson - State Farm Insurance Agent is a reputable insurance agency located at 17641 Stuebner Airline Road in Spring, Texas, United States. As a local State Farm Agent in Spring, Texas, Patrick Danielson takes pride in protecting the fast-growing community. With over 17 years of experience in the financial services industry, Patrick and his team of licensed professionals are dedicated to helping Texans protect themselves from the unexpected risks of everyday life. Patrick Danielson's team consists of four licensed professionals, including Insurance Manager Nick Mathews, Insurance Rep Tait Funk, Customer Service Rep Adrianna Brasher, and Billing Specialist Karina Garcia. Together, they serve the communities of Spring, Tomball, Houston, The Woodlands, Conroe, Montgomery, Magnolia, Cypress, and surrounding areas.

Jerrad D Ragsdell - State Farm Insurance Agent is an insurance agency located at 8725 Highway 6 North, Houston, Texas, United States. The institution offers services to help with student loan debt consolidation, retirement goal prioritization, and DIY auto maintenance to combat rising repair costs. The team at Jerrad D Ragsdell - State Farm Insurance Agent is highly motivated and committed to excellence, working together to achieve goals while having fun. If you are looking for a challenging and rewarding work environment, this agency may be the right fit for you. For more information, please call (832) 678-4733. Securities are distributed by State Farm VP Management Corp, and life insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association. The institution also offers pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company. State Farm does not endorse third party sites and advises consulting a tax or legal advisor for personalized advice.

Tiffany Jones - State Farm Insurance Agent is a well-established insurance agency located at 110 Cypress Station Drive in Houston, Texas. Tiffany Jones, a native Chicagoan with over 20 years of experience with State Farm, leads the team of professionals who are dedicated to serving residents all over Houston and throughout Texas. Tiffany holds degrees from Fort Valley State University, Warner Southern University, and The American College, demonstrating her commitment to ongoing education and expertise in the insurance industry. As the seasons change and warmer temperatures approach, now is the perfect time to review your insurance coverage to ensure you are prepared for the months ahead. Whether you are in need of auto, renters, life, business, or commercial liability coverage, Tiffany Jones and her team are here to help. They also offer assistance with out-of-state transfers and are proud volunteers with the Houston Area Urban League and Houston Food Bank.

Christine Zenker - State Farm Insurance Agent is a trusted insurance agency located at 3090 Northpark Drive in Houston, Texas. Led by State Farm Agent Christine Zenker, who has been serving the Kingwood area for 35 years, this institution offers a wealth of experience and expertise in the insurance industry. As the first and only female State Farm Agent in the area, Christine and her team are committed to providing personalized service to meet the unique needs of each client. In addition to their dedication to serving their clients, Christine Zenker - State Farm Insurance Agent is actively involved in the local community through various organizations and charitable initiatives. From supporting local churches and women's clubs to volunteering with rescue organizations and food banks, they are committed to giving back and making a positive impact.

Will Davis - State Farm Insurance Agent is a local insurance agency located at 4295 San Felipe Street in Houston, Texas. Situated inside Loop 610 East, the institution is conveniently positioned across from Target and Bank of America. As a small business owner in the Houston area, we take pride in being your go-to resource for insurance and financial needs. Our experienced State Farm Agent, Will Davis, brings a wealth of knowledge and expertise to the table. Will's background in finance, including a Bachelor's degree in Finance and Economics from the University of Michigan, sets him apart as a trusted advisor in the insurance industry. At our agency, we are dedicated to serving all neighborhoods in Houston and throughout the state of Texas. Whether you need coverage for your auto, home, renters, life, health, or business, we offer a wide range of insurance plans tailored to your specific needs. Our mission is to help you manage risks, protect your finances, and realize your dreams. We strive to be good neighbors in the community by providing personalized service and advocating for your best interests.

Kyle Lindner - State Farm Insurance Agent is a trusted insurance agency located at 430 South Mason Road in Katy, Texas, United States. Our office is conveniently located behind Canes in the Fed EX/Leslie Pool Shopping Center, just south of Chase Bank. Our team is dedicated to helping you identify security risks in your connected smart home and providing tips on how to secure your devices and network. We also offer advice on safe driving on rural roads and setting up special needs trusts to care for your loved ones.

Merrill Lynch Financial Advisor Paul M Margraves, located at 800 Capitol Street in Houston, Texas, is dedicated to providing straightforward guidance and prudent financial choices to help clients build lasting wealth. The institution focuses on avoiding risky investments and complex strategies, instead combining world-class resources with personalized support. With over 210 years of collective industry experience and managing over $3 billion in client assets as of January 1, 2024, the TSPN Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. The team at Merrill Lynch believes in simplifying the complexities of financial lives by offering banking services through Bank of America, N.A. Through a non-emotional investment process that includes strategic asset allocation and diversification, the team at Merrill Lynch aims to help clients achieve their financial goals while managing portfolio risk. Meetings are held regularly to review performance, rebalance portfolios, and adjust strategies as needed. The institution is supported by the global resources of Merrill and is committed to building strong client relationships based on trust and personalized service. Financial Advisor JJ, a graduate of the University of Houston, works to educate and assist clients in reaching their financial goals, while Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial futures. Registered Wealth Management Client Associate Elena "Kate" Walker, a lifelong Houstonian and world traveler, works with domestic and international clients, providing support and assistance in managing their wealth. The team at Merrill Lynch is committed to helping clients achieve their financial goals and build a secure financial future.

Kanos Capital Management, LLC is a finance institution located at 1217 South Shepherd Drive in Houston, Texas, United States. At Kanos Capital Management, we prioritize understanding our clients' unique goals, needs, and risk tolerance to create customized investment portfolios. Our approach is rooted in thorough research, analyzing companies, industry sectors, and global economies to make informed investment decisions. We focus on long-term wealth management and regularly optimize portfolios to seize market opportunities. Our team provides quarterly updates on portfolio performance and market insights to guide investment strategies. With a commitment to delivering a broader financial perspective, we offer personalized wealth management strategies tailored to each client. We specialize in value investments, emphasizing low-risk, long-term growth potential. Kanos Capital Management has been serving entrepreneurs, wealthy families, and business owners since 2003, offering comprehensive wealth management services supported by expertise in various financial areas. To start building your financial future with us, please reach out for a consultation.

Vericlaim Tax Service is a professional accounting and finance institution located at 5855 West Gulf Bank Road in Houston, Texas, United States. Our team of experienced tax professionals is dedicated to providing expert tax services to individuals and businesses in the Houston area. Whether you need help with tax preparation, planning, or representation, Vericlaim Tax Service is committed to helping you navigate the complexities of the tax system with ease and efficiency. Trust us to handle all your tax needs with accuracy and professionalism.

Smart Tax Nation is a leading institution located at 9800 Centre Parkway in Houston, Texas, United States. Our software packages are designed to provide integrated bank products, data conversion, software networking, audit protection, and customized training. With 100% web-based tools, you have dynamic control over your business operations and workforce from anywhere. We partner with top banks and integration partners to deliver industry-leading solutions. In a rapidly evolving technological landscape, Smart Tax Nation recognizes the importance of strategic partnerships in driving customer benefits and growth. Our mission is to Power Prosperity for our clients through world-class tax solutions. Whether you need website design, logo design, business card design, or graphic design services, we have you covered.

Fixtures International is a furniture and home goods store located at 2301 Canada Dry Street in Houston, Texas. They offer comprehensive solutions for retail, financial, and hospitality consumer environments. With a focus on quality, craftsmanship, and superior service, Fixtures International ensures that your purchase is not just a good value, but a great one that will last for years to come. From drafting and designing custom woodwork fixtures to delivery and logistics, they are dedicated to seeing your project through from start to finish. With longstanding relationships with a variety of clients, both large national accounts and smaller businesses, Fixtures International has the tools and team to make your project a success. Their skilled drafting department, state-of-the-art machinery, and highly skilled craftspeople ensure that your millwork is of the highest quality. Their turnkey installation service makes rollout success achievable, with expert coordination and management for local and national projects. The team at Fixtures International, including associates like Sindi and Leo, are dedicated to providing exceptional customer service and ensuring that your experience is seamless and satisfactory. Customers have praised the exceptional service, quality products, and reasonable prices offered by Fixtures International. Whether you are in need of custom furniture, fixtures, or home goods, Fixtures International is the place to go for all your retail and hospitality needs.

ElectroMechanics is a reputable car repair institution located at 102 Gulf Bank Road in Houston, Texas, United States. With a team of skilled and experienced technicians, we specialize in providing high-quality electro-mechanical services for all types of vehicles. Our state-of-the-art facility is equipped with the latest tools and technology to ensure efficient and reliable repairs. Whether you need routine maintenance or complex repairs, ElectroMechanics is dedicated to providing top-notch service to get you back on the road safely and swiftly.

Opportune LLP is a leading global advisory firm located at 711 Louisiana Street in Houston, Texas. Specializing in various energy industry sectors, from Upstream to Commodities Trading, we offer tailored solutions to enhance your business processes. Our team is comprised of talented individuals who are dedicated to challenging the status quo and helping clients achieve greater success. Contact us at 713-490-5050 to learn more about how Opportune can assist your business.

Allocation Specialist Ltd is a leading company based in Houston, Texas, specializing in the administration of crude oil and NGL pipeline and platform quality bank operations. Our innovative PipeX system manages oil movement activities for pipelines and terminals across the United States. In addition to our quality bank management services, we also offer consulting and financial accounting services for pipeline operations, including control center operation, measurement, field operations, and oil movement management. With over 59 million barrels managed monthly in quality banks and accounting services for 54 pipelines, we are industry leaders in the oil and gas sector.

Andersen is a renowned finance institution located at 5847 San Felipe Street in Houston, Texas, United States. With a strong reputation for excellence in the financial industry, Andersen offers a wide range of financial services to individuals and businesses. From investment management to wealth planning, Andersen provides expert guidance and support to help clients achieve their financial goals. With a team of experienced professionals and a commitment to delivering personalized service, Andersen is a trusted partner for all your financial needs.

TFO Wealth Partners is a leading finance and insurance agency located at 600 North Shepherd Drive in Houston, Texas, United States. With a team of experienced professionals, we specialize in providing comprehensive wealth management services to help individuals and families achieve their financial goals. Our personalized approach and commitment to excellence set us apart in the industry. Contact us today to learn more about how we can help you secure your financial future.

KPMG is a renowned institution located at 811 Main Street, Houston, Texas, United States, specializing in accounting and finance. They are known for creating a caring, inclusive, Purpose-led, and Values-driven culture. Working with a wide range of clients, from asset management firms to banks and fintech companies, KPMG helps them make bold decisions for future success. They also assist in navigating the shifting regulations, customer demands, and technologies in the energy sector. With a global network of professionals, KPMG delivers meaningful results in the public sector, biotechnology, pharmaceutical, and medical device industries. They are committed to providing objective assurance and helping businesses transform to create lasting value and responsible growth. Entrepreneurs can also benefit from KPMG's expertise in building successful businesses at every stage. Sign up today to access personalized content, viewpoints from KPMG leaders, and subject matter experts from around the world. Please visit their website for more information on their governance structure.

John M. Floyd & Associates is a renowned finance institution located at 1415 North Loop West in Houston, Texas, United States. With a strong reputation for providing top-notch financial services, they specialize in wealth management, investment planning, and financial consulting. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your assets, John M. Floyd & Associates is committed to delivering personalized solutions tailored to your specific needs. Trust in their expertise and let them guide you towards financial success.

Merrill Lynch Financial Advisor Alvin A Murgai, located at 5775 North Sam Houston Parkway West in Houston, Texas, is a distinguished institution in the finance industry. The team at Merrill Lynch is dedicated to providing exemplary client service and has received recognition from prestigious financial industry publications. The members of The Murgai, Jerding & Rao Wealth Management Group have decades of experience serving accomplished clientele, including top executives in the energy industry, physicians, business owners, and affluent individuals. The team focuses on building strong client relationships based on trust and personalized service, offering tailored financial and retirement strategies that align with tax-minimization and estate planning considerations. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works collaboratively with clients to develop approaches designed to address their financial needs. Merrill Lynch Advisors believe in putting clients first, offering a personalized financial approach that reflects individual goals and priorities. By getting to know clients personally and understanding what matters most to them, the team can provide valuable advice to help clients achieve their financial goals. With a focus on continuous communication and updates to reflect changes in clients' lives, Merrill Lynch Advisors are committed to helping clients stay on track towards financial success.

Raymond James is a reputable finance and insurance agency located at 15995 North Barkers Landing Road in Houston, Texas, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including wealth management, investment banking, and insurance solutions. Their team of experienced professionals is dedicated to providing personalized financial advice and tailored solutions to help clients achieve their financial goals. With a commitment to integrity and excellence, Raymond James is a trusted institution for individuals and businesses seeking financial guidance and protection.

Merrill Lynch Financial Advisor Michael W Jerding is a finance institution located at 5775 North Sam Houston Parkway West, Houston, Texas, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is committed to providing exemplary client service and building strong relationships based on trust and personalized service. The team, known as The Murgai, Jerding & Rao Wealth Management Group (MJRWM), has served a diverse clientele for decades, including top executives in the energy industry, physicians, business owners, and affluent individuals. They work collaboratively with clients and their other advisors to tailor financial and retirement strategies that align with tax-minimization and estate planning considerations. The team focuses on managing clients' assets with a long-term view, using Merrill Lynch Wealth Management models and outside thought leadership. They believe in creating value for client families by reviewing investments, evaluating liabilities, and providing input on Social Security and wealth transfer decisions. The team is dedicated to helping clients pursue their financial goals and aspirations, providing personalized financial approaches tailored to individual needs. Merrill Lynch Financial Advisor Michael W Jerding offers a range of services, including the Merrill Personal Wealth Analysis™ to help clients build and document a personalized financial plan. The team believes in staying connected with clients to discuss changes in their lives and financial goals, ensuring they stay on track to achieve what's most important to them. With a focus on understanding clients' priorities and personality, the team at Merrill Lynch Financial Advisor Michael W Jerding is committed to helping clients achieve their financial goals.

MCT Academy LLC is a reputable finance institution located at 1880 South Dairy Ashford Road in Houston, Texas. As a leading provider of financial education and training, MCT Academy LLC offers a wide range of courses and programs to help individuals enhance their knowledge and skills in the field of finance. With experienced instructors and state-of-the-art facilities, students can expect to receive top-notch education and practical training that will prepare them for successful careers in the finance industry. Whether you are looking to advance your career or start a new one, MCT Academy LLC is the perfect place to achieve your goals.

Merrill Lynch Wealth Management is a financial institution located in Houston, Texas, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities. We offer financial strategies based on years of combined knowledge and experience, beyond just wealth planning advice. Our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. We are committed to client service and satisfaction, helping clients identify personal and professional goals to create financial strategies tailored to their long-term objectives.

The AHM Group - Morgan Stanley is a leading financial institution located at 1330 Post Oak Boulevard in Houston, Texas. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, The AHM Group - Morgan Stanley is dedicated to providing top-tier financial solutions to individuals, businesses, and institutions. Their commitment to excellence and client satisfaction sets them apart in the competitive finance industry.