Business audit services in Houston, Texas

Edward Jones - Financial Advisor: Garth T Hentges is a reputable finance institution located at 13129 West Lake Houston Parkway in Houston, Texas, United States. As a trusted financial advisor, Garth T Hentges provides personalized investment and wealth management 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: Garth T Hentges is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.

Merrill Lynch Financial Advisor JJ DeForest is a finance institution located at 800 Capitol Street, Houston, Texas, United States. At TSPN, the team believes in building lasting wealth through straightforward guidance and prudent choices. They avoid risky investments and complex strategies, focusing on personalized support with world-class resources. With over 210 years of collective industry experience and managing over 3 billion in client assets, they serve CEOs, entrepreneurs, and executives. The team at TSPN Wealth Management Group helps clients simplify their financial lives through strategic asset allocation and portfolio diversification. They offer banking services through Bank of America, N.A. Meetings are held to review investment performance and adjust strategies as needed. JJ DeForest, a Financial Advisor with Merrill Lynch, works to educate clients on reaching their financial goals. He collaborates with his team to create wealth management plans tailored to each client. Sylvia, another Financial Advisor, helps families and business executives prepare for their financial future by understanding their needs and aspirations. Registered Wealth Management Client Associate Elena “Kate” Walker, fluent in Spanish, has been with Merrill Lynch since 2017 and assists domestic and international clients. The team is dedicated to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor NANCY NGUYEN, located at 2800 Post Oak Boulevard, Houston, Texas, United States, is dedicated to managing your wealth by understanding your full financial picture. With access to investment insights from Merrill and banking solutions from Bank of America, Nancy Nguyen can help create a personalized strategy tailored to your goals and priorities. Through Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your aspirations and focused on what you want to achieve. Nancy Nguyen believes in the importance of building relationships through conversations to identify and prioritize your goals, whether it be planning for retirement, saving for a home, or funding a child's education. As a Merrill Lynch Wealth Management Advisor, Nancy Nguyen focuses on what matters most to you - your family, goals, and priorities. By getting to know you personally, she can design and implement a customized plan to help you pursue financial goals while managing investment risk. By regularly reviewing your progress and adjusting your financial approach as needed, Nancy Nguyen aims to help you stay on track to achieve what's most important to you.

Oak Bridge Financial LLC is a finance institution located at 3200 Southwest Freeway in Houston, Texas, United States. We offer a range of financial services to help you achieve your goals, whether it's planning for retirement, education, or a major purchase. Our team provides investment recommendations tailored to your individual goals and risk tolerance. We work with you to document your goals, review your progress regularly, and adjust your approach as needed. You can access your investments and accounts from any device securely. If you have questions or would like to schedule a complimentary initial consultation, please get in touch. We can help you understand the current market conditions and develop an appropriate investment strategy based on your risk tolerance. Our advisors are supported by the Ameriprise Investment Research Group, providing expert guidance on market developments.

Merrill Lynch Financial Advisor Pete Nguyen, located at 3700 Buffalo Speedway, Houston, Texas, is dedicated to helping clients manage their wealth through personalized strategies tailored to their individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Pete Nguyen works with clients to create flexible plans that adapt to changing market conditions. Committed to building strong client relationships based on trust and personalized service, Pete Nguyen focuses on understanding what matters most to each client, whether it's planning for retirement, saving for a home, or funding a child's education. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients can receive personalized financial plans that align with their goals and priorities. As life and goals change, Pete Nguyen is dedicated to helping clients stay on track by regularly reviewing their financial approach and making adjustments as needed. With a focus on providing comprehensive financial solutions and personalized investment strategies, Merrill Lynch Financial Advisor Pete Nguyen strives to help clients achieve their financial goals and secure their financial future.

RSC Group is a reputable finance institution located at 5340 Weslayan Street in Houston, Texas. With a strong presence in the United States, RSC Group offers a wide range of financial services to individuals and businesses. Their experienced team of professionals provides expert advice and tailored solutions to help clients achieve their financial goals. Whether you are looking for investment guidance, wealth management, or retirement planning, RSC Group is committed to delivering top-notch service and support. Visit their office in Houston to learn more about how they can assist you with your financial needs.

L & R Financial Group is a reputable accounting and finance institution located at 5705 Pershing Street in Houston, Texas, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses alike. Our services include tax preparation, financial planning, investment management, and more. At L & R Financial Group, we are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

Merrill Lynch Financial Advisor Robert J Taphorn is a finance institution located at 600 Rockmead Drive, Houston, Texas, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. Managing your wealth starts with a deep understanding of your financial picture, and the team can create a flexible strategy tailored to your needs. With access to investment insights from Merrill and banking solutions from Bank of America, they work to help you achieve your financial goals through personalized wealth management strategies. The team, Taphorn Boike & Associates, focuses on the needs of affluent individuals, families, and businesses, offering a range of services to support their financial security. Whether you are a busy professional, business owner, or looking to plan for your family's future, the team can help you navigate the complexities of financial planning. With a focus on personalized service and a commitment to helping you achieve your goals, Merrill Lynch Financial Advisor Robert J Taphorn is here to support you in your financial journey.

Merrill Lynch Financial Advisor Santiago Vidales Hildebrandt is located at 2800 Post Oak Boulevard in Houston, Texas. Santiago is a Vice President and International Financial Advisor with Merrill Lynch Wealth Management, specializing in working with high-net-worth individuals, families, business owners, and institutional clients both in the US and internationally. With a focus on personalized client experiences and a holistic goals-based approach, Santiago leverages the investment resources of Merrill and the banking capabilities of Bank of America to help clients achieve their financial goals. Santiago's background in Corporate and Investment Banking allows him to provide unique strategies across various disciplines, including investments, credit and lending, trust and estate planning, and business succession planning. Santiago is bilingual and a native Spanish speaker, with a Bachelor's degree in Economics from The University of Georgia. He holds FINRA Series 7 and Series 66 registrations. Prior to joining Merrill, Santiago worked in commercial banking at HSBC Bank and UBS Group, as well as in Corporate & Investment Banking at BBVA. Raised in Lima, Peru, Santiago has successfully founded business ventures in the services and real estate industries and enjoys playing tennis, traveling, and spending time with his family in Bellaire, Texas.

James Edwards & Co is a reputable finance institution located at 2000 Bering Drive in Houston, Texas, United States. With a strong commitment to providing personalized financial solutions to individuals and businesses, our team of experienced professionals offers expert advice and tailored services to help clients achieve their financial goals. Whether you are looking for investment guidance, wealth management, or retirement planning, James Edwards & Co is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can assist you in reaching your financial aspirations.

Redcap&Truss is a trusted finance institution located in Houston, Texas, United States. Specializing in Mergers & Acquisitions, Corporate Finance, and Business Advisory services, we offer tailored solutions for sustainable business growth. Our high-touch service and dedication to providing process-driven solutions have earned us a reputation for excellence among our clients. With a focus on protecting our clients' best interests, we offer deep business knowledge and an entrepreneurial approach to ensure ideal outcomes. Our team of experienced corporate finance consultants is ready to assist with buying, selling, or navigating specific business challenges. Inspired by the Red Cap baggage porters of the late 19th century, we carry each corporate sales process from start to finish while building a bridge between buyer and seller. Whether you are looking to buy, sell, or expand your business, Redcap&Truss is here to guide you through the complexities of mergers and acquisitions. Contact us today to learn more about our business advisory experience and how we can help you achieve your long-term strategic goals.

cSquared Wealth is a premier financial institution located in the heart of Houston, Texas. Our team of experienced wealth advisors is dedicated to providing personalized financial solutions to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, cSquared Wealth is here to help. Visit us at 2700 Post Oak Boulevard to learn more about how we can assist you in managing and growing your wealth.

Merrill Lynch Financial Advisor Donna P McKenzie Grimm is a finance institution located at 2800 Post Oak Boulevard in Houston, Texas, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. Our Registered Senior Wealth Management Client Associate focuses on your family, goals, and priorities, adapting to your changing needs over time. We begin each relationship with a conversation to identify and prioritize your most important goals, whether it's planning for retirement, saving for a home, or funding a child's education. Through our Investment Personality Assessment, we tailor a financial approach to help you pursue what matters most to you. Our mission is to understand you and your aspirations, designing a personalized plan to manage, grow, and preserve your wealth. With regular check-ins and adjustments, we help you stay on track to achieve your goals. Let's work together to create a financial approach that reflects your personality and helps you address market fluctuations and life changes. As Merrill Lynch Wealth Management Advisors, we provide personalized investment strategies and access to comprehensive financial solutions to help you reach your goals. Contact us today to start your financial journey.

Carl Lambert - RBC Wealth Management Financial Advisor is a renowned financial institution located at 1980 Post Oak Boulevard in Houston, Texas. As a trusted advisor in the field of finance, Carl Lambert provides expert guidance and personalized strategies to help clients achieve their financial goals. With a focus on wealth management, investment planning, and retirement solutions, Carl Lambert and his team are dedicated to providing top-notch financial services to individuals and businesses in the United States. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Carl Lambert - RBC Wealth Management Financial Advisor is the institution to turn to for professional and reliable financial advice.

Merrill Lynch Private Wealth Advisor Eduardo Speck is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. With a focus on providing personalized attention and customized services, our team of private wealth advisors are dedicated to helping you and your family navigate all aspects of your financial life. We offer industry-leading research and expert analysis to help you stay ahead and achieve your financial goals. Our private wealth advisors are rigorously trained to meet your specialized needs and build relationships based on trust and personalized service. Whether you are a business owner, executive, or multi-generational family, we work with a limited number of clients to provide highly personalized one-on-one service.

Carine Smith - TIAA Wealth Management Advisor is a leading financial institution located in Houston, Texas. Our team of expert advisors are dedicated to helping clients achieve their financial goals and secure their future. Whether you are planning for retirement, saving for your child's education, or investing for the future, we provide personalized wealth management solutions tailored to your individual needs. Visit us at 6400 Fannin Street to learn more about how we can help you reach your financial goals.

or solicitation for the purchase or sale of any security or investment strategy. Clients should consult their financial advisor for advice tailored to their specific situation. At Merrill Lynch Financial Advisor J. Michael Goodwin, located at 800 Capitol Street in Houston, Texas, our team is dedicated to building strong relationships with our clients. With access to the global resources of Merrill, we offer personalized service and guidance to help you make important financial decisions for you and your family. Our experienced advisors focus on your goals and priorities, adapting your financial approach as your life changes. Through our Investment Personality Assessment and Merrill Personal Wealth Analysis, we tailor a plan to help you pursue your financial goals. We believe in the power of understanding our clients and working together to achieve success. Let us help you navigate the complexities of your financial life and create a customized investment approach to address your needs and aspirations. Contact us today to learn more about how we can help you achieve your financial goals.

Merrill Lynch Financial Advisor Randy Simpson is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, the team believes in building lasting wealth through straightforward guidance and prudent choices. They avoid risky investments and complex strategies, focusing on personalized support and world-class resources. 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. They aim to simplify the complexities of financial lives by offering banking services through Bank of America, N.A. The team believes in tailoring investment strategies to client goals, risk tolerance, and time horizon, with a focus on diversification across global asset classes. Meetings are held regularly to review performance and make necessary adjustments. The team is supported by Merrill's global resources and is dedicated to building strong client relationships based on trust and personalized service. Financial Advisor JJ from Merrill Lynch in Houston works to educate and assist clients in reaching their financial goals. He collaborates with his team to create wealth management plans tailored to each client's needs. Financial Advisor Sylvia is committed to helping families and business executives prepare for their financial future by creating long-lasting client relationships built on trust. She works collaboratively with clients to design customized roadmaps to reach their financial goals. Registered Wealth Management Client Associate Kate Walker has been with Merrill Lynch since 2017, working with domestic and international clients. Fluent in Spanish, she is an honors graduate with a background in social science research and a passion for community involvement.

Merrill Lynch Financial Advisor Christopher C. Magee, located at 2800 Post Oak Boulevard in Houston, Texas, provides expert guidance and advice to business owners, entrepreneurs, and executives in the aerospace industry. With a strong banking background and years of experience, Chris helps clients navigate their financial lives by looking at both sides of their balance sheets. He holds a bachelor's degree in finance and economics from Texas State University and is a Chartered Retirement Planning Counselor™, CRPC™, offering valuable insights on structuring wealth for retirement. Chris takes a holistic approach to wealth management, uncovering clients' aspirations and helping them achieve their financial goals. When he's not in the office, Chris enjoys fishing, golf, and fitness. As a Merrill Lynch Wealth Management Advisor, Chris focuses on understanding his clients' priorities, goals, and changing needs over time. By developing personalized financial plans and staying informed on market trends, he helps clients pursue their aspirations and manage investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, Chris works with clients to address their financial needs and achieve their long-term goals. Backed by the resources and expertise of Merrill Lynch, Chris is dedicated to helping clients navigate the complexities of their financial lives and build customized investment strategies. Whether you're planning for retirement, saving for a major purchase, or passing wealth to future generations, Chris is committed to helping you achieve financial success. Contact Chris Magee today to start a conversation about your financial goals and aspirations.

Merrill Lynch Financial Advisor Daniel Wallach is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, they believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and over $3 billion in client assets, their team of experts serves a select group of individuals, including CEOs, entrepreneurs, and executives. They offer personalized support and world-class resources to help clients achieve their financial goals while preserving their financial futures. Their non-emotional investment process includes strategic asset allocation tailored to each client's goals, risk tolerance, and liquidity needs. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They have received recognition on the Forbes "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors" lists. Financial Advisor JJ is dedicated to helping clients reach their personal and financial goals by creating customized wealth management plans. Financial Advisor Sylvia helps families and business executives prepare for their financial future by understanding their needs and values. Registered Wealth Management Client Associate Kate Walker, fluent in Spanish, works with domestic and international clients and has a passion for social science research. Merrill Lynch Financial Advisor Daniel Wallach and his team are committed to helping clients simplify the complexities of their financial lives and achieve their financial goals.

Presidio Financial is a leading finance institution located at 5850 San Felipe Street in Houston, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. From investment management to retirement planning, we offer a wide range of financial solutions tailored to meet our clients' unique needs. Trust Presidio Financial to help you secure your financial future with expert advice and personalized strategies.

Jim Edwards - Raymond James is a reputable finance institution located at 5847 San Felipe Street in Houston, Texas, United States. With a focus on providing top-notch financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to assist you every step of the way. Trust in Jim Edwards - Raymond James for all your financial needs.

Randy Head - Raymond James is a reputable finance institution located at 5847 San Felipe Street in Houston, Texas, United States. With a focus on providing personalized financial services, Randy Head - Raymond James offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their experienced team of professionals is dedicated to delivering top-notch financial advice and guidance to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Randy Head - Raymond James is committed to helping you secure a stable financial future.

Alex.Brown, a Division of Raymond James, is a prestigious finance institution located at 5847 San Felipe Street in Houston, Texas, United States. With a legacy of excellence and a commitment to providing top-notch financial services, Alex.Brown is a trusted name in the industry. Whether you are looking for investment advice, wealth management services, or financial planning assistance, the experienced professionals at Alex.Brown are dedicated to helping you achieve your financial goals. Visit us today to experience the difference that personalized service and expertise can make in your financial future.

Hal Lynde - Raymond James is a leading financial institution located in the heart of Houston, Texas. Our team of experienced professionals offers a wide range of financial services, including investment planning, retirement planning, wealth management, and more. With a commitment to providing personalized solutions and exceptional customer service, we strive to help our clients achieve their financial goals and secure their financial future. Visit us at 5847 San Felipe Street to learn more about how we can help you navigate the complexities of the financial world.

Vantage Advisors is a trusted financial institution located at 5847 San Felipe Street in Houston, Texas. Specializing in providing expert financial advice and services, Vantage Advisors offers a range of financial solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the knowledgeable team at Vantage Advisors is here to help. Visit us at our convenient location or utilize our ATM services for quick and easy access to your funds. Choose Vantage Advisors for all your financial needs in Houston, Texas.

Raymond James is a renowned finance and insurance agency located at 1220 Augusta Drive in Houston, Texas. With a strong reputation for providing top-notch financial services and insurance products, Raymond James is a trusted institution for individuals and businesses looking to secure their financial future. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Raymond James is the go-to institution in Houston.

Don Elster - Raymond James is a reputable finance institution located at 5847 San Felipe Street in Houston, Texas. As part of the Raymond James network, this institution offers a wide range of financial services to help clients achieve their investment goals. With a team of experienced financial advisors, Don Elster - Raymond James provides personalized advice and guidance to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, this institution is committed to helping you make informed financial decisions. Visit Don Elster - Raymond James today to learn more about their services and how they can help you secure your financial future.

Ali Dhanji - Raymond James is a finance institution located at 5847 San Felipe Street in Houston, Texas, United States. As a part of the renowned Raymond James financial services firm, Ali Dhanji offers a wide range of investment and wealth management services to clients. With a strong emphasis on personalized financial planning and expert advice, Ali Dhanji - Raymond James is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, the experienced team at Ali Dhanji - Raymond James is committed to providing top-notch financial solutions tailored to your specific needs.

Merrill Lynch Financial Advisor Corey DiFazio is a finance institution located at 800 Capitol Street, Houston, Texas, United States. At TSPN, they believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and managing over 3 billion in client assets, their team of professionals serves a select group of organizations and individuals, including CEOs, entrepreneurs, and executives. They offer personalized support and tailored investment strategies to help clients achieve their financial goals and preserve their wealth for the future. The team at Merrill Lynch focuses on strategic asset allocation, diversification, and regular portfolio reviews to ensure clients are on track to meet their objectives. With a commitment to trust and personalized service, they work closely with clients to simplify the complexities of their financial lives. Merrill Lynch Financial Advisor Corey DiFazio is dedicated to helping clients navigate the process of managing family wealth and achieving their financial aspirations.