TOP 30 Best investment strategies in Katy, Texas

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.

Cox Global Associates Inc is a renowned finance institution located at 1260 Pin Oak Road in Katy, Texas, United States. With a strong reputation for providing top-notch financial services, Cox Global Associates Inc offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced professionals are 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 protect your assets, Cox Global Associates Inc is committed to providing personalized and expert financial advice to meet your needs.

Edward Jones - Financial Advisor: Clint E Saurage, AAMS™ is a trusted financial institution located at 1617 South Fry Road in Katy, Texas. As a seasoned financial advisor, Clint E Saurage, AAMS™ offers personalized investment strategies and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Clint E Saurage, AAMS™ and the team at Edward Jones are here to guide you every step of the way.

Fitzgerald Wealth Management is a reputable finance institution located at 18211 Katy Freeway in Houston, Texas, United States. With a focus on helping clients achieve their financial goals, the team at Fitzgerald Wealth Management offers personalized wealth management services, investment advice, and financial planning solutions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experienced professionals at Fitzgerald Wealth Management are here to provide expert guidance and support. Trust in Fitzgerald Wealth Management to help you navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.

Edward Jones - Financial Advisor: Simon J Tanner, CFP® is a reputable finance institution located at 11750 Katy Freeway in Houston, Texas, United States. Simon J Tanner, a Certified Financial Planner, provides expert financial advice and services to clients looking to secure their financial future. With a focus on personalized solutions and long-term financial planning, clients can trust Edward Jones to help them achieve their financial goals. Whether you are saving for retirement, planning for your children's education, or investing for the future, Simon J Tanner and his team are dedicated to helping you navigate the complexities of the financial world with confidence.

Edward Jones - Financial Advisor: David Zian is a renowned finance institution located at 11767 Katy Freeway in Houston, Texas, United States. As a trusted financial advisor, David Zian offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones provides expert advice on investments, retirement planning, insurance, and estate planning. Whether you are looking to grow your wealth or secure your financial future, Edward Jones - Financial Advisor: David Zian is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Tweety Thuy Ngo is a trusted financial institution located at 11750 Katy Freeway in Houston, Texas. As a dedicated financial advisor, Tweety Thuy Ngo provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Tweety Thuy Ngo is committed to helping clients navigate the complexities of the financial world and secure their financial future.

Carl F. Vincent and Associates - Ameriprise Financial Services, LLC is a finance institution located at 11757 Katy Freeway in Houston, Texas, United States. Their team of Ameriprise financial advisors are registered to do business in certain U.S. states and offer personalized financial planning consultations. While they cannot guarantee future financial results, they are dedicated to helping clients achieve their financial goals. Clients can expect a thorough overview of financial planning concepts during the initial consultation, although no written analysis or recommendations will be provided at that time. Users of their website are bound by Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC, ensuring a commitment to transparency and security for their clients. Referrals are welcomed, and the institution will reach out to referred individuals to discuss their financial goals. Clients can feel confident in the privacy and security measures in place at Carl F. Vincent and Associates - Ameriprise Financial Services, LLC.

Andrea Smith - Morgan Stanley is a finance institution located at 15021 Katy Freeway in Houston, Texas, United States. Our team of experienced financial advisors at Morgan Stanley offers a wide range of services including wealth management, investment strategies, retirement planning, and more. We are dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial goals.

Carl Vincent - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11757 Katy Freeway, Houston, Texas, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, estate planning, investment management, and specialized services for specific client needs such as veterans and individuals with special needs. The institution is dedicated to providing comprehensive and personalized financial advice to help individuals and businesses achieve their financial goals.

Jason Roberts - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9821 Katy Freeway, Houston, Texas, United States. Jason Roberts holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. Jason Roberts is committed to providing comprehensive and specialized financial services to individuals in various life stages and situations, including veterans and military personnel.

Nathan G Birney, a financial advisor at Ameriprise Financial Services, LLC, located at 9821 Katy Freeway, Houston, Texas, United States, is dedicated to helping clients prepare for their financial goals. With a focus on personalized financial advice, Nathan takes the time to understand what is truly important to each individual, whether it be saving for college, planning for retirement, or making smart investments. By offering tailored advice, Nathan helps clients feel more confident, connected, and in control of their financial lives. As a registered advisor, Nathan can only conduct securities business with residents of certain states, which can be found on FINRA's BrokerCheck website. Clients can expect an initial consultation that provides an overview of financial planning concepts, although no written analysis or recommendations will be provided. While Ameriprise Financial cannot guarantee future financial results, Nathan is committed to helping clients navigate their financial journey and achieve their goals.

Sustain Wealth Advisors is a leading financial institution located at 11777 Katy Freeway in Houston, Texas, United States. Our team of experienced advisors specializes in providing expert financial planning and investment management services to help clients achieve their long-term financial goals. With a focus on sustainability and ethical investing, we strive to create wealth that lasts for generations to come. Contact us today to learn how we can help you secure your financial future.

Asset Growth Associates is a leading accounting and finance institution located in Houston, Texas. With a prime location at 11111 Katy Freeway, our team of experienced professionals is dedicated to helping clients achieve their financial goals and maximize their assets. Whether you need assistance with tax planning, investment strategies, or financial reporting, our experts are here to provide personalized solutions tailored to your specific needs. Trust Asset Growth Associates to help you navigate the complexities of the financial world and secure a prosperous future.

Edward Jones - Financial Advisor: Jonathan C Soares is a trusted financial institution located at 11750 Katy Freeway in Houston, Texas, United States. Specializing in personalized financial planning and investment strategies, Jonathan C Soares is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert guidance and tailored solutions to meet their individual needs. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Jonathan C Soares is committed to providing top-notch financial advice and exceptional service.

Brad Walkoviak is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 11757 Katy Freeway in Houston, Texas, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and financial planning for individuals, retirees, small business owners, and high net worth clients. Brad Walkoviak is committed to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals and secure their financial future.

ProWealthOne is a leading finance institution located at 11757 Katy Freeway in Houston, Texas, United States. With a strong focus on wealth management and financial planning, ProWealthOne offers a wide range of services to help individuals and businesses achieve their financial goals. Their team of experienced professionals provides personalized solutions tailored to each client's unique needs. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, ProWealthOne is dedicated to helping you succeed. Visit their office today to learn more about how they can help you build and protect your wealth.

Paul William Koerner is a Financial Advisor at Ameriprise Financial Services, LLC located at 9821 Katy Freeway in Houston, Texas. With a focus on personalized financial advice, investments, and solution recommendations, Paul can help you achieve your financial goals and navigate life's uncertainties. Background and qualification information for Paul is available on FINRA's BrokerCheck website. The Ameriprise Financial Services, LLC Client Relationship Summary Disclosure provides additional information about the institution.

Vestis Advisors LLC is a finance institution located at 11111 Katy Freeway in Houston, Texas, United States. Our team of experienced advisors provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, Vestis Advisors LLC is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

Vincent Sentmore, a financial advisor at Ameriprise Financial Services, LLC, is located at 11757 Katy Freeway in Houston, Texas, United States. Specializing in finance, Vincent offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. He works closely with clients to document and review their financial goals, adjusting strategies as needed to adapt to life changes. Clients can easily access their investments and track progress towards their goals from any device. Vincent Sentmore is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. He offers complimentary initial consultations to discuss financial planning concepts and help clients understand how he can assist them in achieving their financial goals. While Ameriprise Financial cannot guarantee future financial results, Vincent is committed to providing personalized financial guidance to help clients navigate the ever-changing financial landscape.

Solerity Financial is a leading finance and insurance agency located at 11111 Katy Freeway in Houston, Texas, United States. Our team of experienced professionals is dedicated to providing exceptional financial services and insurance solutions to meet the unique needs of our clients. With a commitment to excellence and customer satisfaction, Solerity Financial is your trusted partner for all your financial and insurance needs. Contact us today to learn more about how we can help you achieve your financial goals and protect what matters most to you.

Sandy P Janki is a financial advisor at Ameriprise Financial Services, LLC located at 9821 Katy Freeway in Houston, Texas. With background and qualification information available on FINRA's BrokerCheck website, Sandy P Janki can help residents of certain states with their securities business. The institution offers consultations on financial planning concepts, with a focus on what is most important to each individual. While Ameriprise Financial cannot guarantee future financial results, they strive to help clients achieve their financial goals. The institution is a member of FINRA and SIPC, ensuring compliance with regulations and providing a secure environment for clients. Feel free to refer friends or family members to Sandy P Janki for assistance with their financial needs.

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.

Victor Israel - Financial Advisor at Ameriprise Financial Services, LLC, located at 9821 Katy Freeway in Houston, Texas, is dedicated to helping clients achieve their financial goals. With a focus on providing personalized advice and guidance, Victor Israel offers a range of financial planning services tailored to each client's individual needs. As a registered advisor with FINRA, Victor Israel is committed to upholding the highest standards of professionalism and integrity. Whether you are looking to plan for retirement, invest in the stock market, or simply secure your financial future, Victor Israel is here to help. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

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.

Anthony S Hensley is a Financial Advisor at Ameriprise Financial Services, LLC located at 9821 Katy Freeway, Houston, Texas, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Anthony specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. He is dedicated to upholding the highest ethical standards and continuously educating himself to better serve his clients' needs. With his expertise and commitment to excellence, Anthony S Hensley is a trusted partner in helping clients achieve their financial goals.

Edward Jones - Financial Advisor: Alvaro Soto is a reputable finance institution located at 8556 Katy Freeway in Houston, Texas, United States. As a dedicated financial advisor, Alvaro Soto provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Alvaro Soto is committed to providing top-notch financial guidance and support to individuals and families in the Houston area.

Hensley, Birney & Associates - Ameriprise Financial Services, LLC is a finance institution located at 9821 Katy Freeway, Houston, Texas, United States. With a focus on providing personalized financial planning services, their team of Ameriprise financial advisors are registered to do business in certain U.S. states. They offer consultations to discuss individual financial goals and provide an overview of financial planning concepts. While they cannot guarantee future financial results, they strive to help clients achieve their financial goals. Background and qualification information can be found on FINRA's BrokerCheck website. Additionally, users of their website are bound by Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC, ensuring a commitment to privacy and security for their clients.

Ambrose and Leyden Group - Morgan Stanley is a leading financial institution located at 15021 Katy Freeway in Houston, Texas. As part of the prestigious Morgan Stanley brand, they offer a wide range of financial services including investment banking, wealth management, and asset management. With a team of experienced professionals, Ambrose and Leyden Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, they are committed to providing personalized solutions tailored to your individual needs. Visit them today to learn more about how they can help you reach your financial goals.

Edward Jones - Financial Advisor: Christyna S Lewis is a trusted financial institution located at 3310 Katy Freeway in Houston, Texas. As a dedicated financial advisor, Christyna S Lewis is committed to helping clients achieve their financial goals through personalized investment strategies and expert guidance. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones is here to provide you with the support and resources you need to make informed decisions about your financial future. Contact us today to schedule a consultation and start building a strong financial foundation for tomorrow.