Business and management consulting in The Woodlands, Texas
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Outdoor Insurance Services
● ClosedOutdoor Insurance Services, located at 8111 Ashlane Way, Suite 205 in The Woodlands, Texas, is a comprehensive insurance agency specializing in providing risk management, consulting, and insurance coverage for businesses and individuals who operate, work, and play outdoors. With a focus on knowledge, power, authority, integrity, trust, and protection, Outdoor Insurance Services offers personalized insurance programs to meet the unique needs of each client. Led by experienced insurance agent Frank Hursh, the team at Outdoor Insurance Services is dedicated to helping clients navigate the complexities of the insurance industry and protect their assets. Whether you are in need of personal or commercial insurance, Outdoor Insurance Services is your go-to option for all things outdoors. Contact them today at 832-497-5312 or via email at [email protected] to learn more about their services and how they can help protect your outdoor operations.
8111 Ashlane Way #205, The Woodlands, TX 77382, United States -
Lindsey Kauffman - State Farm Insurance Agent
● ClosedLindsey Kauffman State Farm Insurance Agent, located at 8111 Ashlane Way in The Woodlands, Texas, is dedicated to providing personalized insurance solutions to meet the unique needs of each customer. Lindsey Kauffman, a Florida native and graduate of Florida International University, leads the team with a focus on protecting what matters most to you - your family, home, autos, and income. With a variety of Life Insurance options available, including coverage with no medical exam, Lindsey Kauffman State Farm is committed to helping you prepare for the future. Serving The Woodlands, Conroe, Spring, Montgomery, Houston, and surrounding areas, the agency offers a range of insurance products, including Auto Insurance, Homeowners Insurance, Renters Insurance, Life Insurance, and Business Insurance. With a team of licensed insurance professionals, Lindsey Kauffman State Farm is dedicated to helping customers manage today and prepare for tomorrow.
8111 Ashlane Way Ste 115, The Woodlands, TX 77382, United States -
Connor Reames - State Farm Insurance Agent
● ClosedConnor Reames - State Farm Insurance Agent is a reputable insurance agency located at 30207 East Geneva Drive in Spring, Texas, United States. Connor Reames, the owner, recently moved from Savannah, Georgia to open his own State Farm Agency in Spring, TX. With five years of experience working with a State Farm Agent in Savannah, Connor has gained valuable knowledge of State Farm products and how they can benefit customers. The agency offers a range of insurance services including health, life, business, property, auto, and home insurance. At Connor Reames - State Farm Insurance Agent, the mission is to help customers manage everyday life risks while providing excellent service. The team is dedicated to making a difference in the community and constantly strives to reach their goals together. Using state-of-the-art technology, the well-trained team ensures outstanding results. Whether you need help with life insurance, annuities, or other insurance products, the agency is here to assist you.
30207 E Geneva Dr, Spring, TX 77386, United States -
Sigma Six Services Inc
● OpenSigma Six Services Inc is a leading institution located at 1790 Hughes Landing Boulevard in The Woodlands, Texas, United States. We specialize in providing top-notch consulting services in the fields of project management, process improvement, and quality assurance. Our team of experienced professionals is dedicated to helping businesses achieve their goals and improve their operational efficiency. With a focus on delivering high-quality results and exceeding client expectations, Sigma Six Services Inc is the go-to choice for organizations looking to streamline their operations and drive success.
1790 Hughes Landing Blvd Suite 400, The Woodlands, TX 77380, United States -
Krystal Nelson
● OpenKrystal Nelson is a health institution located at 26010 Oak Ridge Drive in The Woodlands, Texas, United States. We specialize in providing top-quality healthcare services to our patients, with a focus on holistic wellness and personalized care. Our team of experienced healthcare professionals is dedicated to helping you achieve optimal health and well-being. Whether you are in need of routine check-ups, specialized treatments, or preventative care, Krystal Nelson is here to support you every step of the way. Visit us today and experience the difference in healthcare excellence.
26010 Oak Ridge Dr #107, The Woodlands, TX 773801972, United States -
Harvie Financial
● OpenHarvie Financial is a reputable accounting and finance institution located at 19 Red Adler Place in The Woodlands, Texas, United States. With a team of experienced professionals, Harvie Financial offers a wide range of financial services to individuals and businesses. From tax planning and preparation to investment management and financial consulting, they are dedicated to helping their clients achieve their financial goals. With a commitment to excellence and personalized service, Harvie Financial is a trusted partner for all your financial needs.
19 Red Adler Pl, The Woodlands, TX 77382, United States -
Leavitt Eldredge Law Firm
● ClosedLeavitt Eldredge Law Firm is a full-service law firm specializing in intellectual property law, located at 2002 Timberloch Place in The Woodlands, Texas, United States. Our team of experienced IP lawyers can assist with all of your intellectual property needs, including copyrights, patents, trademarks, and IP litigation. We offer counseling to businesses of all sizes, helping them navigate the process of acquiring IP protections with the USPTO and the Copyright Office. Our legal secretaries provide status updates on filings and ensure that clients are aware of upcoming deadlines to protect their intellectual property.
2002 Timberloch Pl # 200, The Woodlands, TX 77380, United States -
Stephanie Annor
● OpenStephanie Annor is a reputable doctor's office located at 2929 Woodland Park Drive in Houston, Texas. Dr. Stephanie Annor is a highly skilled and experienced healthcare professional who provides top-quality medical care to patients in the Houston area. The office is equipped with state-of-the-art facilities and offers a wide range of medical services to meet the needs of individuals and families. Whether you are in need of a routine check-up, treatment for an illness, or ongoing medical care, Stephanie Annor is dedicated to providing personalized and compassionate care to all patients. Schedule an appointment today to experience the excellent healthcare services offered at Stephanie Annor.
2929 Woodland Park Dr, Houston, TX 770822687, United States -
Second Mile Financial Services
● ClosedSecond Mile Financial Services is a reputable institution located in The Woodlands, Texas, United States. Specializing in accounting and finance, we provide a wide range of services to help individuals and businesses manage their financial needs effectively. Our team of experienced professionals is dedicated to going the extra mile to ensure our clients receive top-notch financial guidance and support. Visit us at 2170 Buckthorne Place to learn more about how Second Mile Financial Services can help you achieve your financial goals.
14011 Park Dr #212, Tomball, TX 77377, United States -
Innovation Financial Services
● OpenInnovation Financial Services is a leading financial institution located at 2204 Timberloch Place in The Woodlands, Texas, United States. With a focus on cutting-edge financial solutions and personalized service, Innovation Financial Services is dedicated to helping clients achieve their financial goals. Our team of experienced professionals is committed to providing innovative and tailored financial services to meet the unique needs of each individual or business. Whether you are looking for investment advice, retirement planning, or wealth management services, Innovation Financial Services is here to help you navigate the complexities of the financial world and secure a prosperous future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
2204 Timberloch Pl Suite 150, The Woodlands, TX 77380, United States -
Vision Based Planning
● ClosedVision Based Planning is a finance and insurance agency located at 8111 Ashlane Way in The Woodlands, Texas, United States. Our institution is dedicated to helping individuals and businesses plan for a secure financial future through personalized and strategic financial planning. Our team of experienced professionals is committed to providing top-notch services and guidance to help our clients achieve their financial goals. Whether you are looking for retirement planning, investment management, insurance solutions, or estate planning, Vision Based Planning is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
8111 Ashlane Way #219, The Woodlands, TX 77382, United States -
Magnificents Financial Services, LLC
● ClosedMagnificents Financial Services, LLC is a premier finance institution located at 2001 Timberloch Place in The Woodlands, Texas, United States. Our dedicated team of financial experts provides a wide range of services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our experienced professionals are here to help. Trust Magnificents Financial Services, LLC to provide you with top-notch financial advice and personalized solutions tailored to your specific needs.
2001 Timberloch Pl, The Woodlands, TX 77380, United States -
Charles Schwab
● ClosedCharles Schwab is a leading financial institution located at 1599 Lake Robbins Drive in The Woodlands, Texas, United States. As a renowned finance company, Charles Schwab offers a wide range of services including investment management, wealth management, retirement planning, and trading services. With a reputation for excellence and a commitment to providing top-notch financial solutions, Charles Schwab is a trusted partner for individuals and businesses seeking to achieve their financial goals. Visit their office in The Woodlands to learn more about how Charles Schwab can help you secure your financial future.
1599 Lake Robbins Dr Suite B-150, The Woodlands, TX 77380, United States -
Legacy Capital
● OpenLegacy Capital is a leading wealth management firm located at 1725 Hughes Landing Boulevard in The Woodlands, Texas. Specializing in accounting and finance, we work with individuals, families, executives, and business owners to help them achieve their financial goals and create a lasting family legacy. Our team of experts develops personalized portfolio strategies based on your risk tolerance, provides guidance on estate planning with the help of an Estate Attorney, and offers support to business owners in maximizing their efforts. Whether you are preparing for retirement, looking to build wealth for the future, or starting a new venture, Legacy Capital is here to assist you every step of the way. We offer services such as cash flow analysis, investment strategy selection, and maximizing Social Security and Medicare benefits. Our goal is to help you create a comprehensive financial plan, eliminate debt, and set achievable goals for a secure financial future.
1725 Hughes Landing Blvd STE 830, The Woodlands, TX 77380, United States -
Allied Wealth
● ClosedAllied Wealth, located at 9595 Six Pines Drive in The Woodlands, Texas, is a finance institution that specializes in managing money for successful individuals, business owners, and followers of Dave Ramsey. Dedicated to your financial future, security, and retirement, Allied Wealth offers a range of risk-managed portfolios and programs tailored to your specific risk tolerance and capacity. Their advisors adhere to a fiduciary standard, ensuring that they always act in your best interest. With a focus on minimizing losses and maximizing returns, Allied Wealth keeps a close eye on market trends and adjusts portfolios as needed to keep you on track. Communication is key, and they make themselves readily available to discuss your portfolio and provide regular updates and market commentary. Additionally, they offer resources such as "Stress-Free Retirement" by Patrick Kelly and "The Retirement Hero" to help you navigate the complexities of retirement planning and achieve the lowest possible tax rate for you and your family. Trust Allied Wealth to help you enjoy the life you've earned with peace of mind.
9595 Six Pines Dr Building 4 Suite 4230, The Woodlands, TX 77380, United States -
Jonathan Born - Thrivent
● ClosedJonathan Born - Thrivent is a finance institution located at 8777 West Rayford Road in The Woodlands, Texas, United States. They are licensed in multiple states, including AL, AR, AZ, CA, CO, GA, HI, IN, LA, MA, MI, MO, NC, NJ, NY, OK, PA, TN, TX, VA, and WA. The institution offers financial planning services through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent does not provide legal, accounting, or tax advice, and recommends consulting with a professional in those areas. They are the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on their services and professional designations, visit their website or FINRA’s Broker Check.
8777 W Rayford Rd Suite 108, The Woodlands, TX 77389, United States -
Merrill Lynch Financial Advisor Blair W Jennings
● ClosedMerrill Lynch Financial Advisor Blair W Jennings is a Senior Vice President and Senior Financial Advisor located at 9595 Six Pines Drive in The Woodlands, Texas. With over 29 years of experience, Blair takes a consultative and objective approach to wealth management, focusing on listening to and understanding each client's financial goals and objectives. He offers personalized recommendations and strategies to help clients achieve their goals, and provides assistance with implementing these recommendations. As a specially qualified Portfolio Manager, Blair can manage clients' investments on a discretionary basis, incorporating individual stocks and bonds, model portfolios, and third-party investment strategies. He is dedicated to helping clients pursue their objectives by creating personalized financial plans centered on their goals.
9595 Six Pines Dr # 8380, The Woodlands, TX 77380, United States -
Cortney Corpus - Morgan Stanley
● OpenCortney Corpus - Morgan Stanley is a finance institution located at 24 Waterway Avenue in The Woodlands, Texas, United States. Specializing in financial services, Cortney Corpus - Morgan Stanley offers a range of investment and wealth management solutions to clients in the area. With a team of experienced professionals, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their financial futures.
24 Waterway Ave Ste 600, The Woodlands, TX 77380, United States -
Raymond James
● ClosedRaymond James is a reputable finance and insurance agency located at 4810 West Panther Creek Drive in The Woodlands, Texas, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services to help clients manage their investments and insurance needs. Their team of experienced professionals provides personalized solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Raymond James is dedicated to providing top-notch service and expertise to meet your needs.
4810 W Panther Creek Dr # 10, The Woodlands, TX 77381, United States -
DBG Capital Advisors, LLC
● ClosedDBG Capital Advisors, LLC is a finance institution located at 9 Postvine Court in The Woodlands, Texas, United States. If you are seeking a money management firm to navigate uncertain times, offer disciplined investment strategies, and provide straightforward advice, then DBG Capital Advisors is the right choice for you. Their innovative approach has made traditional investment products obsolete, with a focus on math, statistics, and probabilities to create portfolios with a higher likelihood of reaching financial goals. They make retirement planning easy so you can live confidently. Testimonials from satisfied clients highlight the honesty, dedication, and expertise of the team at DBG Capital Advisors. Whether you are an individual looking to secure your financial future or a business seeking sound advice, DBG Capital Advisors can provide a unique and comprehensive approach to managing your money. Connect with them today to learn more about their proven strategies and how they can help you achieve your financial goals.
9 Postvine Ct, The Woodlands, TX 77381, United States -
Merrill Lynch Financial Advisor James P. (Jim) O'Connor
● ClosedMerrill Lynch Financial Advisor James P. (Jim) O'Connor is a trusted finance professional located at 1780 Hughes Landing Boulevard in The Woodlands, Texas, United States. With over 25 years of experience, Jim specializes in helping energy sector executives, field managers, engineers, retirees, physicians, attorneys, business owners, and families in Texas and beyond achieve their financial goals. Known for his blue-collar roots and strong work ethic, Jim takes a personal approach to financial planning, taking into account each client's unique circumstances and aspirations. He offers personalized retirement income strategies, tax-minimization, estate planning, and access to lending services. Jim holds the Chartered Financial Consultant designation and is dedicated to providing clients with the knowledge and best practices needed to navigate the complexities of the financial world. Outside of work, Jim enjoys spending time with clients turned friends, volunteering in the community, and engaging in social activities. He is also actively involved in the Woodlands United Methodist Church and serves as the chairman of the board of the Woodlands Family YMCA. With a focus on building strong client relationships based on trust and personalized service, Jim is committed to helping clients pursue their financial goals and secure their financial future.
1780 Hughes Landing Blvd, The Woodlands, TX 77380, United States -
Merrill Lynch Financial Advisor Michael C Hempfling
● ClosedMerrill Lynch Financial Advisor Michael C Hempfling, located at 9595 Six Pines Drive in The Woodlands, Texas, offers personalized financial services supported by the global resources of Merrill. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your goals, priorities, and family dynamics to create a customized financial plan that helps you pursue your financial goals while managing investment risk. With access to investment insights from Merrill and banking solutions from Bank of America, they work with you to develop an approach that addresses your financial needs. As your life and goals evolve, they provide ongoing support to help you stay on track and achieve what matters most to you. Whether you're planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is committed to helping you reach your goals. Contact Merrill Lynch Financial Advisor Michael C Hempfling to start a conversation about your financial future.
9595 Six Pines Dr # 8380, The Woodlands, TX 77380, United States -
Merrill Lynch Financial Advisor Drew Hudson
● ClosedMerrill Lynch Financial Advisor Drew Hudson, located at 9595 Six Pines Drive, Suite 8380, The Woodlands, Texas, is a finance institution dedicated to building and maintaining strong relationships with clients. With a passion for helping individuals and families make important financial decisions, Drew Hudson offers personalized wealth management strategies tailored to each client's unique financial goals. Backed by the global resources of Merrill and Bank of America, the experienced team at Merrill Lynch Wealth Management is committed to providing comprehensive financial solutions and personalized service. By understanding each client's aspirations and priorities, Drew Hudson works to design and implement personalized plans to help clients pursue their financial goals while managing investment risk. Through ongoing communication and regular reviews, clients can stay on track to achieve what matters most to them. Whether planning for retirement, buying a home, or funding education, Drew Hudson is dedicated to helping clients achieve financial success through a customized approach that reflects their personality and priorities. With access to the latest investment insights and strategies, clients can be confident in their financial decisions and work towards living their best financial life. Andrew Hudson is registered to do business in multiple states, offering personalized investment strategies and comprehensive financial solutions to clients. Investing involves risk, and past performance does not guarantee future results. Clients are encouraged to consult with legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning.
9595 Six Pines Dr # 8380, The Woodlands, TX 77380, United States -
Don P. Baker Financial Group
● ClosedDon P. Baker Financial Group, located at 9450 Pinecroft Drive in The Woodlands, Texas, is a finance and insurance agency dedicated to crafting financial strategies for you and your family. Our team of experts specializes in real estate and insurance consultation, wealth management, annuities, business, life insurance, and real estate advice. We offer a range of insurance options including dental, disability, long-term care, life insurance, cancer or heart disease coverage, retirement plans, and Medicare assistance. As experienced consultants, we can help you navigate the process of purchasing a new construction home, providing valuable insights on down payment assistance, interest rates, warranties, and more. Whether you're looking to invest in Texas real estate or secure comprehensive insurance coverage, Don P. Baker Financial Group is here to help you achieve your financial goals.
9450 Pinecroft Dr #9064, The Woodlands, TX 77380, United States -
EZ Financial Group Inc.
● ClosedEZ Financial Group Inc. is a finance institution located at 2103 Woodland Court, Pearland, Texas, United States. As a Registered Investment Advisory (RIA) wealth management firm based in Houston, Texas, we prioritize putting client interests first and strive to provide original insight that translates into tangible results. We are dedicated to transparently showcasing the costs and benefits of all financial choices to our clients. At EZ Financial Group Inc., you are not just a number - you are a valued client that drives our business forward every day.
2103 Woodland Ct, Pearland, TX 77581, United States -
Lin Ye CPA LLC
● ClosedLin Ye CPA LLC is a reputable accounting and finance institution located at 25211 Grogans Mill Road in The Woodlands, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Lin Ye CPA LLC for all your accounting and finance needs.
25211 Grogans Mill Rd #180, The Woodlands, TX 77380, United States -
Focused Growth Performance (FGP)
● ClosedFocused Growth Performance (FGP) is a business coaching institution located at 25511 Budde Road in The Woodlands, Texas, United States. Our experienced coaches act as guides to help individuals and companies achieve their goals and dreams. Through small group coaching sessions, participants can gain valuable perspective from others in similar industries or from different business types. We also provide DISC assessments to help clients better understand their behavioral styles and motivational drivers. Our training and workshops are designed to maximize learning and growth, with topics ranging from strategic planning to leadership development. Additionally, we assist businesses in preparing for strategic ownership changes, ensuring they get the most value for their business. With a focus on achieving results, our coaching sessions are tailored to address key issues and drive quick impacts to the business. Whether you're looking to improve profitability, enhance leadership skills, or simply gain an outside perspective on your business, FGP is here to help you succeed. Contact us for a free Business Review to see how coaching can benefit you and your business.
25511 Budde Rd #3501, The Woodlands, TX 77380, United States -
Marshall Financial Services LLC
● ClosedMarshall Financial Services LLC is a leading accounting and finance institution located in Austin, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, our experts are here to guide you every step of the way. Visit us at 9911-B Woodland Village Drive to see how we can help you achieve your financial goals.
9911-B Woodland Village Dr, Austin, TX 78750, United States -
Michael R Misner - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMichael R Misner is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 24 Waterway Avenue in The Woodlands, Texas, United States. Michael 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michael's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and financial planning for individuals, retirees, small business owners, and high net worth clients. As a Private Wealth Advisor, Michael is committed to providing comprehensive financial advice and helping clients achieve their financial goals.
24 Waterway Ave #1400, The Woodlands, TX 77380, United States -
Kara Morin - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKara Morin is a Financial Advisor at Ameriprise Financial Services, LLC, located at 25511 Budde Road in The Woodlands, Texas, United States. Kara Morin 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 Kara Morin's expertise in various financial areas such as asset management, estate planning, retirement planning, investment strategies, insurance products, and more. Kara Morin is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Kara Morin is committed to upholding a high standard of ethics and professionalism in all aspects of financial advisory services.
25511 Budde Rd STE 2603, The Woodlands, TX 77380, United States
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