Capital market services in Texas

StoneX Group Inc. is a finance institution located at 818 Town and Country Boulevard in Houston, Texas, United States. We offer tailored financial solutions and act as a trusted partner for our clients. With our full suite of services, we help our clients gain a competitive edge in the financial markets. At StoneX, we are deeply immersed in the markets we serve, utilizing our firsthand market knowledge to provide our clients with the solutions they need to succeed. Our team of award-winning traders and analysts around the world provide market intelligence, offering deep data, incisive commentary, and actionable insights on securities, currencies, interest rates, and publicly traded commodities.

Metis CFO Partners LLC is a national professional services firm located at 1095 Evergreen Circle in The Woodlands, Texas, United States. Specializing in accounting and finance, we provide world-class senior financial leaders to lower and middle market businesses on an interim or permanent basis. Our goal is to facilitate mutually rewarding partnerships between business stakeholders and top financial leaders. Our services are particularly well-suited for private equity firms, venture capital, family partnerships, and other investment groups that maintain ownership and control over multiple business enterprises. We offer a one-stop solution for senior financial talent, allowing businesses to access experienced CFOs without the financial commitments of a permanent hire. Our CFOs have a proven track record of success in completing interim engagements and projects for small and mid-market businesses.

Public Raise is a non-profit organization located at 3200 Wilcrest Drive in Houston, Texas. Our mission is to raise awareness and support for various social causes through public campaigns and events. We strive to make a positive impact in our community by bringing people together to advocate for change and promote social justice. Join us in our efforts to create a more inclusive and equitable society for all.

Walther Holdings Inc is a leading accounting and finance institution located in Houston, Texas. Our team of experienced professionals provides a wide range of financial services to individuals and businesses alike. With a strong reputation for reliability and expertise, we strive to help our clients achieve their financial goals and maximize their investments. Visit us at 4606 Cypress Creek Parkway to learn more about how Walther Holdings Inc can assist you with all your accounting and finance needs.

The Commonwealth International Series Trust, located at 791 Town and Country Boulevard in Houston, Texas, offers unique investment opportunities in global markets. Whether you are investing for long-term goals, retirement planning, education funds, or other financial objectives, Commonwealth Funds provide diverse exposure to help you reach your personal financial goals. Our firm stands out for our dedication to researching and investing in quality companies with strong valuations. Our straightforward investment philosophies, combined with country-specific and pan-regional funds, guide our approach to helping investors achieve success. Shareholder service agents are available to answer your questions and provide support. The Commonwealth Funds are distributed by Ultimus Fund Distributors, LLC, with the investment advisor being FCA Corp, a U.S. Registered Investment Advisor and Financial Planning firm established in 1975.

Hilltop Securities Inc. is a finance institution located at 1610 Woodstead Court in The Woodlands, Texas, United States. They offer a range of financial services to clients, including investment management and advisory services. To access their services, it is important to ensure that cookies and JavaScript are enabled on your device before reloading the page.

The Waterwall Group - Morgan Stanley is a prestigious finance institution located at 2800 Post Oak Boulevard in Houston, Texas, United States. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to clients, including wealth management, investment banking, and asset management. With a strong reputation for excellence and a commitment to serving the needs of their clients, The Waterwall Group - Morgan Stanley is a trusted partner for individuals and businesses seeking financial guidance and support.

Old Course Investment Partners, LLC is a finance institution located at 2211 Norfolk Street in Houston, Texas, United States. With a focus on providing expert investment services, Old Course Investment Partners, LLC is committed to helping clients achieve their financial goals through strategic planning and sound investment strategies. The team of professionals at Old Course Investment Partners, LLC is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Old Course Investment Partners, LLC is here to help you navigate the complex world of finance with confidence and peace of mind.

Petrus Retirement Planning is a finance institution located in Houston, Texas, specializing in retirement planning and capital preservation. They offer services such as rollovers, IRA transfers, principal protection, income planning, long-term care, and life insurance. Petrus aims to help clients protect their financial assets against market downturns while providing opportunities for safe growth and ensuring a comfortable retirement. They prioritize safety of principal and a reasonable rate of return, helping clients navigate complex financial decisions with a simple and straightforward approach. For a free consultation on safeguarding your retirement accounts and achieving financial security, contact Petrus Retirement Planning at (832) 730-3000.

YCG Investments is a leading financial institution located in Austin, Texas. Our team of experienced professionals offers a wide range of investment services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, YCG Investments is here to help. Visit us at 3207 Ranch Road 620 South to learn more about how we can assist you in reaching your financial objectives.

ML&R Wealth Management LLC, located at 401 Congress Avenue in Austin, Texas, is a finance institution that has been empowering individuals, businesses, and non-profit organizations since 1997. Our team of experienced wealth management advisors in Austin focuses on providing personalized services tailored to your unique financial goals and priorities. Whether you are seeking wealth management services, retirement planning for your employees, or long-term guidance for your non-profit organization, ML&R Wealth Management is here to help. We work with high net-worth clients with portfolios starting at $1 million, offering one-on-one consultations to create customized financial plans based on the science of capital markets.

Rocket Dollar, Inc is a finance institution located at 10900 Stonelake Boulevard in Austin, Texas, United States. Our partners make it easy for you to invest in alternative assets such as crypto, real estate, startups, crowdfunding, peer-to-peer loans, farmland, and gold in your retirement account. An alternative investment is anything outside of traditional stocks, bonds, and mutual funds, providing a universe of possibilities for portfolio diversification. With Rocket Dollar, you can fund your account with after-tax dollars and make qualified withdrawals on a tax-free basis. Our premier retirement account for self-employed individuals offers high contribution limits and ultimate flexibility.

Wells Fargo Advisors is a financial institution located at 1247 Stuart Place Road in Palm Valley, Texas, United States. As a trusted name in finance, Wells Fargo Advisors offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced financial advisors, they provide personalized guidance and support to help clients make informed decisions about their money. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Wells Fargo Advisors is dedicated to helping you secure a prosperous financial future.

True North Advisors, located at 3100 West 7th Street in Fort Worth, Texas, is a finance institution that has recently announced a strategic growth partnership with WPCG and HGGC. This partnership will provide the Texas-based RIA with capital and expertise to drive growth through mergers and acquisitions. Founded in 2000, True North Advisors offers wealth management, family wealth planning, investments, and business transaction planning solutions to business owners, entrepreneurs, and families. With offices in both Dallas and Fort Worth, True North Advisors creates long-term partnerships with client families by providing prudent management and thoughtful oversight of their wealth and investments. The institution is entrepreneurial at its core, constantly seeking innovative solutions to deliver long-term capital growth and preservation. True North Advisors serves as a strategic partner, offering guidance through objectivity, intelligent counsel, and transparency.

The Merrill Lynch Financial Advisor Barry W Smith Jr, located at 800 Capitol Street in Houston, Texas, takes a distinctive, multi-generational approach to wealth management. The Smith Wealth Management Group believes in managing not just your money, but also your decisions around money. They work closely with clients such as active and retired physicians, corporate executives, consultants, and multiple generations of their families to create personalized financial strategies that fit like puzzle pieces. With a focus on planning-based approaches and regular communication with clients, the team at The Smith Wealth Management Group aims to provide sophisticated, risk-managed investing and tax-efficient wealth preservation and transfer. Barry Jr's background as a CPA brings a high level of tax awareness to the team, allowing them to identify, optimize, and maintain clients' tax efficiencies. The team collaborates with clients' CPAs and tax attorneys to align financial and tax minimization strategies that benefit generations of families. The team at The Smith Wealth Management Group offers engaging and memorable experiences to clients, with a focus on understanding each client's unique circumstances, preferences, achievements, and ambitions.

Merrill Lynch Financial Advisor Brian Petrauskas, located at 9595 Six Pines Drive in The Woodlands, Texas, is a finance institution founded in 1992 on the principles of integrity and transparency. With over 100 years of collective financial service experience, the institution helps individuals, families, corporate executives, business owners, endowments, and foundations create and preserve their wealth through a consultative process. The institution takes a holistic view of clients' financial world, focusing on long-term strategies rather than specific products. Their investment approach is based on tactical asset allocation, responding to market conditions by dynamically allocating across asset classes. They use award-winning research from BofA Global Research to track global economic indicators.

At Merrill Lynch Financial Advisor Casey J Gex, located at 800 Capitol Street in Houston, Texas, United States, VMT Wealth Management strives to provide an exceptional client experience in finance. With a focus on wealth planning, strategy, investment management, and service, the institution is dedicated to advancing the best outcomes for its clients. The team at VMT Wealth Management takes a different approach by using an integrated, "teamed" approach with three professionals serving each client, including a financial advisor, relationship manager, and administrative associate. The institution follows a disciplined process of advice and guidance, managing wealth, deploying investment capital, and building diversified portfolios. Recognized on various lists by Forbes and Barron's, the team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. With a focus on personalized plans centered on individual goals, the team is dedicated to helping clients achieve their financial objectives. By staying on track and adapting to changes in life and the financial markets, Merrill Lynch Financial Advisor Casey J Gex aims to help clients reach their goals with personalized and comprehensive financial solutions.

Malone Wealth Ventures LLC, located in Austin, Texas, is a finance institution dedicated to helping serious investors achieve a work-optional lifestyle by growing their wealth. With a focus on surpassing client's return on capital expectations, Malone Wealth offers full asset management and wealth-building advice across various investing styles, including trust accounts, retirement accounts, brokerage accounts, and 401k management. Unlike traditional firms, Malone Wealth adapts to changing market trends and client needs, providing deep market research, cyclical rotations, and tactical asset management to ensure above average returns. The team at Malone Wealth stays ahead of the curve by focusing on developing market trends, technical analysis, early innovative technology, and tax-advantaged investing.

Mako Industries, located at 106 Green Pasture, Hutto, Texas, United States, is a versatile institution offering services as an electrician, general contractor, and plumber. Our team consists of highly trained technicians and project managers who provide top-notch services to the commercial and industrial sectors, ensuring operational excellence and safety standards are met. In the commercial division, we specialize in HVAC, electrical, plumbing, commercial refrigeration, and more, serving businesses in the Greater Houston, Austin, and Dallas areas. Our services include new installations, repairs, and preventative maintenance to keep your systems running efficiently.

IPX1031: Carl Pikus is a leading finance and real estate agency located at 13215 Bee Cave Parkway in Austin, Texas, United States. With a team of experienced professionals, they specialize in providing comprehensive 1031 exchange services to help clients maximize their investment opportunities in the real estate market. Whether you are looking to defer capital gains taxes or diversify your real estate portfolio, IPX1031: Carl Pikus is dedicated to helping you achieve your financial goals. Contact them today to learn more about their services and how they can assist you with your 1031 exchange needs.

Rotobrush International LLC, located at 612 East Dallas Road in Grapevine, Texas, is a top-rated provider of duct cleaning equipment and dryer vent cleaning equipment. Their portable negative air equipment with a removable pod is preferred by contractors and homeowners alike, making their machines unmatched in the industry. In addition, Rotobrush offers the RotoStorm Insulation Blower to meet the demand for energy efficiency solutions, as well as professional grade Dryer Vent Cleaning Equipment for valuable customer services. Air duct cleaning is a rapidly growing segment of the home services industry, with indoor air quality becoming a top concern for customers. Offering air duct cleaning services can lead to other sales opportunities, as customers often seek additional services related to their core business. With low startup costs and high returns, air duct cleaning is an attractive service to add to your company's offerings.

Flowers Baking Co is a visionary baked foods company located at 607 West 2nd Street in Van Horn, Texas, United States. As a bakery, food, and store institution, we prioritize the consumer in everything we do. Our diverse workforce of talented and dedicated employees is one of our most valuable assets, and we provide excellent career opportunities and training in various areas. At Flowers Foods, we believe in creating delicious moments that inspire us to be more than just a food company. We are committed to being good keepers of our environment, team, consumers, and communities, and we strive to have a positive, future-focused impact through sustainability processes.

Fuel & Food Mart is a one-stop destination located at 4002 Lockwood Drive in Houston, Texas, offering a range of services including car repair, convenience store, food, gas station, and store. With a history of over 140 years in fulfilling the world's energy needs, we are a diversified energy manufacturing and logistics company committed to sustainability. Our strategy is shaped by sustainability, ensuring long-term resilience and competitiveness. We prioritize supporting our employees, strengthening communities, and demonstrating our values through actions. Investors can find relevant financial and operating information on our company, while staying updated with the latest news releases and publications. Our vision is to provide energy and improve lives, and we are dedicated to meeting the world's energy needs while guided by our core values of safety, honor, and commitment. We continuously strive to improve our operations to provide enduring value to our employees, investors, and communities. Every person in our organization is valued, supported, and provided with opportunities for growth. We invest in technology to become more efficient and capitalize on emerging opportunities in the energy market. Safety and operational excellence are top priorities for us, as we explore and develop renewable fuels and resources. Our commitment to safe operations extends to the communities where we live and work, with a focus on remaining the industry's safest and most reliable company. Through corporate giving and employee volunteerism programs, we support economic, social, and environmental efforts in our communities, with over $250 million contributed since 2012. Visit Fuel & Food Mart for all your energy needs and experience our commitment to innovation and sustainability.

Stifel is a leading finance institution located at 2525 Kell East Boulevard in Wichita Falls, Texas. As a trusted financial services firm, Stifel offers a wide range of investment, banking, and advisory services to individuals, businesses, and institutions. With a commitment to providing personalized solutions and expert guidance, Stifel helps clients achieve their financial goals and navigate the complexities of the financial markets. Whether you're looking to grow your wealth, plan for retirement, or secure financing for your business, Stifel's team of experienced professionals is dedicated to helping you succeed.

Located at 1401 McKinney Street in Houston, Texas, EY is a renowned institution specializing in accounting and finance services. The institution offers valuable insights on how companies can ensure privacy, transparency, and accountability while implementing AI technologies. EY also provides discussions on how AI can unlock value in M&A transactions, turn climate ambitions into action, and create tangible value for businesses. Additionally, EY offers reports on health equity outlook, LGBTQ workplace barometer, government modernization barriers, and health pulse survey findings. The institution aims to develop outstanding leaders who deliver quality services to build trust and confidence in the capital markets and economies worldwide. With a global presence, EY plays a critical role in building a better working world for its people, clients, and communities.