TOP 30 Benefits of financial consulting in Katy, Texas

19 results found

Memorial Financial Services, located at 440 Cobia Drive in Katy, Texas, is a trusted health and insurance agency. With over 15 years of service, they have proven to be a reliable partner for small businesses, offering personalized solutions that meet their specific needs. Their dedication to providing the best products and assistance with claims sets them apart from other agencies. In times of crisis, such as when a loved one falls ill, Memorial Financial Services goes above and beyond to provide support and guidance. Clients appreciate their professionalism and quick response to employee benefits needs. Contact Memorial Financial Services today for exceptional service and peace of mind.

Business Interruption Consulting is a leading institution located in Houston, Texas, specializing in providing expert advice and assistance to businesses facing interruptions in their operations. With a dedicated team led by CEO and Managing Executive Scott, who has over twenty years of experience in Forensic Accounting, the institution has a proven track record of helping clients navigate complex damages and financial challenges. Located at 17714 Red Oak Drive and 11757 Katy Freeway in Houston, Texas, Business Interruption Consulting is a trusted partner for businesses seeking professional guidance in times of crisis.

Ameriprise Financial Services, Inc. Financial Advisor: Markos J Pappas, located at 3605 Katy Freeway in Houston, Texas, offers personalized financial advice to help clients reach their financial goals. As the overall winner in the wealth manager category in 2023 according to the Kiplinger Readers' Choice Awards, Ameriprise prides itself on putting clients and their goals at the center of everything they do. With a comprehensive approach that helps clients feel more confident, Ameriprise sets itself apart from other financial firms. Clients can receive an initial complimentary consultation to see how Ameriprise can help them work towards their dreams and goals. With a focus on personalized advice and multiple safeguards to protect personal information, Ameriprise is dedicated to providing top-notch service to each client. Background and qualification information for advisors can be found on FINRA's BrokerCheck website. If you or someone you know could benefit from financial advice, consider reaching out to Ameriprise Financial Services, Inc. for a consultation.

Ricky Maique - State Farm Insurance Agent is an insurance agency located at 24285 Katy Freeway in Katy, Texas, United States. They offer a variety of insurance services including car insurance, home insurance, business insurance, and life insurance. The team at Ricky Maique is dedicated to providing great value to their customers and making a positive impact in the community. They are committed to helping customers manage risks, recover from the unexpected, and achieve their dreams. The office is staffed with licensed professionals who are ready to assist with all insurance and financial needs. Whether you need help with claims, service, or exploring different insurance options, the team at Ricky Maique is there to help. They are passionate about exceeding customer expectations and providing top-notch service. The office is also involved in various community activities and sponsorships, such as youth basketball, soccer, and swimming teams. Visit Ricky Maique - State Farm Insurance Agent for all your insurance needs and experience their dedication to serving the community.

State Farm John Adkins is an insurance agency located at 24203 Kingsland Boulevard in Katy, Texas. Situated between Grand Parkway (99) and Katy Mills Mall, next to All Pets Animal Hospital, our agency specializes in providing Homeowners, Auto, Renter's, Flood, and Life Insurance services to the Katy area and surrounding communities such as Cypress, Sugarland, Fulshear, West Houston, the Energy Corridor, and Greater Ft. Bend County. Our dedicated team, including licensed members Armando Fernandez and Letty Abundis, is committed to offering a remarkable customer experience in a consistent and seamless manner. We also offer assistance in creating business disaster plans to protect employees, secure assets, and resume operations, as well as provide valuable information on the dangers of drunk driving and the benefits of telematics in sharing vehicle data with insurance companies or mechanics.

Goodell Health Solutions is a leading insurance agency located at 23248 Kingsplace Drive in Katy, Texas, United States. We specialize in providing comprehensive health insurance solutions to individuals and families. Our dedicated team of experienced professionals is committed to helping our clients find the best coverage options that suit their needs and budget. With a focus on personalized service and attention to detail, Goodell Health Solutions is your trusted partner in navigating the complex world of health insurance. Contact us today to learn more about how we can help you protect your health and financial well-being.

Scott Powell - State Farm Insurance Agent is located at 3410 98th Street in Lubbock, Texas, United States. With the new year upon us, it's time to review your financial goals and insurance needs. Our team is dedicated to helping the Lubbock community with auto, home, and life insurance. As a second generation State Farm Agent and proud supporter of local schools and organizations, we are committed to providing personalized service and guidance to our clients. Whether you need help understanding the risks of drunk driving, protecting your furry family members with pet insurance, or staying safe during DIY projects, we are here to assist you.

Providence American Life Insurance, located at 535 East Fernhurst Drive, Katy, Texas, United States, is an insurance agency dedicated to providing peace of mind and financial security to individuals and families. We understand the importance of having life insurance to protect your loved ones in the event of your passing. At Providence American Life Insurance, we offer a range of insurance policies including term life, universal life, whole life, and more. Our team is committed to helping you select the right insurance plan that best fits your needs and circumstances.

Sue McFadden - State Farm Insurance Agent is a trusted insurance agency located at 7035 West Grand Parkway South in Richmond, Texas. Specializing in auto insurance, homeowners insurance, renters insurance, and life insurance, we are dedicated to helping individuals and families in Richmond and the surrounding areas protect what matters most to them. With over 30 years of State Farm experience, Sue McFadden and her team are committed to providing quality insurance and financial services products to help clients meet their long-term goals. Whether you are in Houston, Katy, Rosenberg, Sugar Land, Fulshear, or any other nearby community, we are here to assist you. Give us a call today for a free insurance quote and discover how we can help you manage the risks of everyday life and realize your dreams.

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.

Board Certified Bankruptcy Attorney Clayton Wrzesinski is a reputable institution located at 22503 Katy Freeway in Katy, Texas, United States. Specializing in finance and legal services, this institution is led by Clayton Wrzesinski, a highly skilled and experienced bankruptcy attorney who has been certified by the American Board of Certification. With a strong track record of successfully guiding clients through the bankruptcy process, Clayton Wrzesinski is dedicated to providing expert legal advice and representation to individuals and businesses facing financial difficulties. Whether you are considering filing for bankruptcy or need assistance with debt relief, Board Certified Bankruptcy Attorney Clayton Wrzesinski is here to help.

Tax-TLC is a finance institution located at 24333 Cinco Terrace Drive in Katy, Texas. We specialize in providing expert tax services to individuals and businesses, ensuring that our clients receive the maximum benefits and deductions allowed by law. Our team of experienced professionals is dedicated to providing top-quality service and personalized attention to each client. Whether you need help with tax preparation, planning, or IRS representation, Tax-TLC is here to help you navigate the complex world of taxes with ease and confidence. Contact us today to schedule a consultation and experience the difference our expertise can make for your financial success.

Zayla Partners is a finance institution located at 24285 Katy Freeway in Houston, Texas, United States. Our experienced team offers a wide range of services including executive compensation analysis and design, incentive plan development, compensation philosophy development, and custom surveys. We also provide expert witness testimony, advisory services for mergers and acquisitions, and compensation analysis in various scenarios such as IPOs, bankruptcies, and restructuring. At Zayla Partners, we believe that incentive compensation plans are crucial for driving strategic objectives and enhancing shareholder value. Our industry-specific experience allows us to provide tailored solutions for companies in various sectors including energy, services, high tech, and agriculture. We prioritize our clients' end goals, ensuring that our strategies align with their objectives for success.

Encompass Advisory Services is a leading financial institution located at 23114 Seven Meadows Parkway in Katy, Texas, United States. We specialize in providing comprehensive financial advisory services to individuals and businesses, helping them navigate complex financial decisions and achieve their financial goals. Our team of experienced professionals offers personalized guidance and expertise in areas such as investment management, retirement planning, estate planning, and more. With a commitment to excellence and a focus on client satisfaction, Encompass Advisory Services is dedicated to helping our clients build and preserve wealth for the long term.

Vested Wealth is a private equity firm located in Katy, Texas, United States. Our mission is to create wealth through strategic interdependence by providing capital, connection, and collaboration for lucrative deals. Our diverse portfolio includes companies in technology, finance, real estate, and health care sectors valued at over $10 million. We believe in the philosophy that wealth creation is a symbiosis and actively seek out companies at the beginning of their journey to bring onto our platform. By offering the support they need, we aim to drive alpha returns for their business, for ourselves, and for the world at large. Our goal is to change the global investment landscape by promoting positive long-term relationships and recognizing the interconnected nature of the world. Interdependence is at the core of our corporate DNA, guiding us to prioritize sustained long-term returns for all stakeholders. We are committed to building wealth while maintaining strong relationships, ensuring that our investing approach benefits everyone involved.

Texas Retirement Planners, located at 2717 Commercial Center Boulevard in Katy, Texas, is a finance institution dedicated to helping individuals plan for a secure and fulfilling retirement. With a mission to enable clients to enjoy their golden years without financial stress, the team at Texas Retirement Planners offers personalized financial analysis and retirement planning services. By carefully assessing your current financial status and future retirement goals, Texas Retirement Planners will create a customized plan tailored to your specific needs. Let Texas Retirement Planners guide you towards a worry-free retirement, allowing you to focus on the things that truly matter in life.

First Harbor Group LLC is a finance institution located at 9525 Katy Freeway in Houston, Texas. We specialize in providing financial expertise and guidance for employee benefits, retirement plans, and individual financial planning. Our team is dedicated to putting our clients on the path to financial success, offering securities through Kestra Investment Services, LLC and investment advisory services through Kestra Advisory Services, LLC. Elizabeth Ramsey, our Benefits Coordinator, brings a wealth of knowledge and dedication to our team. With a bachelor's degree from the University of Houston, Elizabeth is committed to building solid relationships with clients and providing exceptional service. Rosie Orozco, our Operations Coordinator and Office Administrator, ensures that our office runs smoothly and efficiently, promoting a positive and high-performance culture.

Merrill Edge is a finance institution located at 1622 South Mason Road in Katy, Texas, United States. At Merrill Edge, you can find a Merrill® Financial Solutions Advisor™ to help you pursue your financial goals and plan for what matters most to you. Whether you are looking for personalized advice or guidance, our team has the tools and expertise to turn your ambitions into action. Please note that you are leaving Merrill Edge and being redirected to FINRA's BrokerCheck when searching for an advisor's name or our parent company, "Merrill Lynch." Investing in securities involves risks, and there is always the potential of losing money. For more information on our services, fees, and privacy practices, please review our Online Privacy Notice and FAQs. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC. Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Houston Retirement Guy is a leading finance and insurance agency located at 9432 Katy Freeway in Houston, Texas. Our dedicated team of experts is committed to helping individuals and families plan for a secure and comfortable retirement. With a focus on personalized service and tailored solutions, we strive to provide our clients with peace of mind and financial security for their golden years. Contact us today to learn more about how we can help you achieve your retirement goals.