Business planning consultancy in Horizon City, TX
23 results found
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A New Horizon
● OpenA New Horizon is a leading health institution located at 7220A Bob Bullock Loop in Laredo, Texas, United States. We are dedicated to providing high-quality healthcare services to our community, with a focus on promoting wellness and improving the overall health of our patients. Our team of experienced healthcare professionals is committed to delivering personalized care and treatment plans to meet the unique needs of each individual. At A New Horizon, we strive to be a beacon of hope and healing for all who walk through our doors.
7220A Bob Bullock Loop #304, Laredo, TX 78040, United States -
Frank L Zwiener Tax Preparation & Tax Consulting Services
● OpenFrank L Zwiener Tax Preparation & Tax Consulting Services is a reputable institution located at 13182 Freshford in Horizon City, Texas, United States. Specializing in accounting and finance, this institution offers top-notch tax preparation and consulting services to individuals and businesses alike. With a team of experienced professionals, Frank L Zwiener Tax Preparation & Tax Consulting Services is dedicated to providing personalized and reliable solutions to help clients navigate the complexities of tax laws and maximize their financial outcomes. Whether you need help with filing taxes, planning for the future, or resolving tax-related issues, this institution is committed to delivering expert guidance and support every step of the way.
13182 Freshford, Horizon City, TX 79928, United States -
Horizon Wealth Advisors, LLC
● OpenHorizon Wealth Advisors, LLC is a finance institution located at 2603 Augusta Drive in Houston, Texas, United States. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we provide personalized solutions tailored to your unique needs. With a focus on transparency and integrity, Horizon Wealth Advisors, LLC is committed to guiding you towards a secure financial future. Contact us today to schedule a consultation and take the first step towards financial success.
2603 Augusta Dr # 1400, Houston, TX 77057, United States -
Horizon Advisory Group, LLC
● OpenHorizon Advisory Group, LLC, located at 2808 Caroline Street in Houston, Texas, is a finance and insurance agency dedicated to helping individuals, families, and businesses achieve their financial goals and dreams. Our approach to financial planning is rooted in building a collaborative relationship with our clients, going beyond just numbers and data. We believe in bringing your vision to life and creating a customized strategy that promotes stability, growth, and longevity. Our goal is to provide you with the confidence to take control of your finances and make informed decisions for the future.
2808 Caroline St Ste 201-M, Houston, TX 77004, United States -
PSC
● OpenPSC is a reputable car repair and store institution located at 491 Darrington Road in Horizon City, Texas. With a team of experienced mechanics and technicians, PSC offers a wide range of automotive services to keep your vehicle running smoothly. Whether you need routine maintenance, repairs, or parts, PSC is your one-stop shop for all your car care needs. Visit us today for top-notch service and quality products to keep your vehicle in top condition.
491 Darrington Rd, Horizon City, TX 79928, United States -
Farmers Insurance - Joseph Rodriguez
● OpenFarmers Insurance - Joseph Rodriguez is an insurance agency located at 140 North Kenazo Avenue in Horizon City, Texas. Joseph Rodriguez, a lifelong resident of Texas, is proud to serve the community as a local Farmers® agent. With a focus on providing exceptional customer service, the agency ensures that each client is educated on the coverage options that best suit their specific needs. With 12 years of experience in the insurance industry, Joseph Rodriguez has the knowledge and expertise to help clients understand their coverage options, whether it's for auto, home, life, commercial insurance, and more. Located across from Vista Market on Kenazo Avenue, the agency offers comprehensive and cost-effective solutions personalized to each client. Whether you're looking for auto insurance, home insurance, life insurance, renters insurance, or business insurance, Joseph Rodriguez and his team are dedicated to helping you protect what matters most. With competitive rates and multi-line insurance discounts, Farmers Insurance provides peace of mind in the event of unexpected disasters.
140 N Kenazo Ave STE I, Horizon City, TX 79928, United States -
B J Kohutek Jr - State Farm Insurance Agent
● OpenB J Kohutek Jr - State Farm Insurance Agent is located at 7863 Callaghan Road in San Antonio, Texas. Situated on the corner of Callaghan and Horizon Hill, right behind Starbucks, this insurance agency has been serving the needs of State Farm policyholders since 1964. The friendly and experienced team is dedicated to helping customers with a variety of insurance needs including Auto, RV, Boat, Motorcycle, Homeowners, Renters, Farm & Ranch, and Business insurance. The agency emphasizes the importance of responsible behavior such as avoiding drunk driving and knowing your landlord's maintenance responsibilities. They also offer tips on planning your work to achieve business goals. Customers can rest assured that their sensitive personal information will be protected.
7863 Callaghan Rd Suite 105, San Antonio, TX 78229, United States -
M P's Tax Services
● OpenM P's Tax Services is a professional accounting and finance institution located at 896 Horizon Boulevard in Socorro, Texas, United States. With a team of experienced and knowledgeable experts, we provide a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Our goal is to ensure that our clients receive the best possible outcomes when it comes to their financial needs. Contact us today to schedule an appointment and let us help you with all of your tax service needs.
896 Horizon Blvd, Socorro, TX 79927, United States -
LINDA CHAVIRA
● OpenLINDA CHAVIRA is a reputable health institution specializing in physiotherapy located at 13650 Eastlake Boulevard in Horizon City, Texas, United States. With a team of highly skilled and experienced physiotherapists, the institution offers a wide range of services to help individuals recover from injuries, manage chronic pain, and improve their overall physical well-being. Patients can expect personalized treatment plans tailored to their specific needs in a welcoming and professional environment. Whether recovering from a sports injury or seeking relief from a medical condition, LINDA CHAVIRA is dedicated to helping patients achieve their health and wellness goals.
13650 Eastlake Blvd Ste 505, Horizon City, TX 79928, United States -
Trankas Corporation
● OpenTrankas Corporation is a leading institution located at 1163 Horizon Boulevard in El Paso, Texas, United States. Specializing in providing top-notch services in finance, consulting, and technology, Trankas Corporation is dedicated to helping businesses and individuals achieve their financial goals. With a team of experienced professionals, Trankas Corporation offers a wide range of services tailored to meet the unique needs of each client. Whether you are looking for financial advice, strategic planning, or technological solutions, Trankas Corporation is the go-to institution for all your needs. Contact us today to learn more about how we can help you succeed.
1163 Horizon Blvd, El Paso, TX 79927, United States -
Carson Wealth
● OpenCarson Wealth is a full-service financial planning institution located at 1120 North Kimball Avenue, Southlake, Texas, United States. Our team of financial advisors in the Dallas area is dedicated to simplifying the complexities of finance for you and your family. We cater to clients in the entire Metroplex and West Texas region, with a focus on providing personalized financial advice to individuals in the oil and gas industry, business owners, and executives. As Texans ourselves, we understand the unique financial needs and goals of our clients. Our goal is to help you achieve "true wealth" through a wealth designed, life-defined approach. We believe that money doesn't have to be complicated, and we strive to provide value to our clients in these unprecedented times.
1120 N Kimball Ave Suite 100, Southlake, TX 76092, United States -
Merrill Lynch Financial Advisor Martin W Pate
● OpenMerrill Lynch Financial Advisor Martin W Pate is a finance institution located at 13135 Dairy Ashford Road, Sugar Land, Texas, United States. Martin has been with Merrill Lynch Wealth Management since 1996 and specializes in assisting clients with portfolio construction tailored to their risk tolerance, objectives, and time horizon through the Investment Advisory Program. He holds certifications as a Certified Investment Management Analyst (CIMA) and Certified Plan Fiduciary Advisor, CPFA. Martin is a graduate of Texas A&M University with a Masters in Statistics and is actively involved in local charities. The institution offers personalized wealth management services to help clients meet their financial goals, whether for personal wealth or organizational needs. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide comprehensive financial solutions.
13135 Dairy Ashford Rd Suite 450, Sugar Land, TX 77478, United States -
Simonet Financial Group, LLC
● OpenSimonet Financial Group, LLC is a finance institution located at 1300 Dacy Lane in Kyle, Texas, United States. Our unique culture and business model set us apart, allowing us to bring success to our clients in achieving their financial goals. Whether you are just starting out or have a substantial portfolio to manage, our planning services make your decisions easier so you can focus on what matters most to you. With our long-term approach and strategic partnerships, you can trust in professional investment oversight from some of the most capable money managers in the industry. Our investment structures are tailored to your individual goals, risk tolerance, and time horizon, giving you confidence in your financial decisions.
4964, 1300 Dacy Ln #230, Kyle, TX 78640, United States -
PM Squared Financial
● OpenPM Squared Financial, located at 6050 Southwest Boulevard in Benbrook, Texas, is a finance institution that partners with Charles Schwab to offer a wide range of traditional security investments such as stocks, bonds, mutual funds, and ETFs. In response to client demand for exposure to cryptocurrency, PM Squared also partners with Gemini to provide digital asset investment opportunities, drawing on their team's expertise in trading Bitcoin since 2014. Unlike traditional brokerage accounts, PM Squared utilizes options trading to offer greater flexibility in investment choices during economic uncertainty. Accredited investors can take advantage of the opportunity to invest in Texas through capital raises for local businesses, providing steady income dividends and potential capital growth.
6050 Southwest Blvd #150, Benbrook, TX 76109, United States -
Visionary Wealth Partners
● OpenVisionary Wealth Partners is a finance and insurance agency located at 7550 Interstate 10 in San Antonio, Texas. Our firm specializes in crafting personalized wealth management strategies that prioritize financial growth, equitable distribution, and comprehensive retirement planning. We are dedicated to delivering unparalleled client experiences, catering to the unique needs of individuals, families, and foundations who share our vision for optimizing wealth for current and future generations. At Visionary Wealth Partners, we begin each new client relationship with a conversation to gain a comprehensive understanding of your objectives, risk tolerance, financial landscape, time horizon, and values. Our advisors then craft a holistic wealth management plan tailored to your specific needs, recognizing the uniqueness of each client's situation and ensuring that every plan is a customized fit.
7550 I-10 Suite 800, San Antonio, TX 78229, United States -
Merrill Lynch Financial Advisor Randy Simpson
● OpenMerrill 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.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Jeremy C Newton
● OpenThe Merrill Lynch Financial Advisor Jeremy C Newton institution, located at 800 Capitol Street, Houston, Texas, United States, offers straightforward guidance and prudent financial choices to help clients build lasting wealth. The team at TSPN avoids risky investments and complex strategies, focusing on personalized support and world-class resources. With over 210 years of collective industry experience and $3 billion in client assets, the TSPN Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. Their services include banking through Bank of America, N.A., and a personalized investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, and time horizon. The team meets with clients regularly to review performance and adjust strategies as needed. Merrill's global resources support the team, comprised of talented individuals dedicated to building strong client relationships based on trust and personalized service. Financial Advisor JJ, a University of Houston graduate with a specialization in Personal Financial Planning, works to help clients achieve their financial goals. Financial Advisor Sylvia is committed to helping families and business executives plan for their financial future, creating long-lasting relationships built on trust. Registered Wealth Management Client Associate Kate, fluent in Spanish and a world traveler, assists domestic and international clients with a background in social science research. The team at Merrill Lynch Financial Advisor Jeremy C Newton is dedicated to helping clients simplify the complexities of their financial lives and reach their financial goals.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Stephen P Lamb
● OpenMerrill Lynch Financial Advisor Stephen P Lamb is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, we 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, our team at TSPN Wealth Management Group serves a select group of organizations and individuals, including CEOs, entrepreneurs, and executives. We focus on combining world-class resources with personalized, informed support to help clients achieve their greatest financial goals while preserving their financial futures. Our team believes in a mathematical, non-emotional investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, time horizon, and liquidity needs. We emphasize diversification across global asset classes, investment styles, sectors, and industry groups to manage portfolio risk effectively. We offer banking services through Bank of America, N.A. and provide regular meetings to review investment performance, portfolio rebalancing, and current strategy adjustments as needed.
800 Capitol St, Houston, TX 77002, United States -
H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 125 North Kenazo Avenue in Horizon City, Texas, United States. With a team of highly skilled professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complex world of finance with ease and confidence. Visit us today and let us help you achieve your financial goals.
125 N Kenazo Ave, Horizon City, TX 79928, United States -
Earners Income Tax
● OpenEarners Income Tax is a reputable accounting and finance institution located at 112 Horizon Boulevard in Socorro, Texas, United States. Specializing in income tax services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax regulations and maximize their financial opportunities. With years of experience and a commitment to excellence, we strive to provide personalized and efficient solutions to meet our clients' needs. Whether you need assistance with tax preparation, planning, or filing, Earners Income Tax is here to help you achieve your financial goals.
112 Horizon Blvd # C, Socorro, TX 79927, United States -
Alameda Professional Tax Services
● OpenAlameda Professional Tax Services is a reputable accounting and finance institution located at 131 Horizon Boulevard in Socorro, Texas, United States. With a team of experienced professionals, they provide expert tax services to individuals and businesses alike. Whether you need assistance with tax preparation, planning, or consulting, Alameda Professional Tax Services is dedicated to helping you navigate the complexities of the tax system and maximize your financial success. Trustworthy and reliable, they are committed to providing top-notch service to their clients.
131 Horizon Blvd # 3, Socorro, TX 79927, United States -
Select Tax
● OpenSelect Tax is a reputable accounting and finance institution located at 616 Horizon Boulevard in Socorro, Texas, United States. Our team of experienced professionals are dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or consulting, Select Tax has you covered. Trust us to help you navigate the complex world of taxes with ease and efficiency. Visit us today to see how we can assist you with all of your accounting and finance needs.
616 Horizon Blvd, Socorro, TX 79927, United States -
Garaas Insurance & Tax Services
● OpenGaraas Insurance & Tax Services is a trusted institution located at 13791 Horizon Boulevard in Horizon City, Texas, United States. Specializing in accounting and finance, they provide expert services to help individuals and businesses with their insurance and tax needs. With a team of knowledgeable professionals, Garaas Insurance & Tax Services is dedicated to providing top-notch financial solutions and support to their clients. Whether you need help with tax preparation, insurance coverage, or financial planning, this institution is here to assist you every step of the way.
13791 Horizon Blvd, Horizon City, TX 79928, United States
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