Capital one financial planning in Houston, Texas
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University Of Houston Texas Gulf Coast Small Business Development Center Network
● ClosedThe University of Houston Texas Gulf Coast Small Business Development Center Network is a leading institution dedicated to providing resources and support for small businesses in the Gulf Coast region. Located at 1455 West Loop South in Houston, Texas, this center offers a wide range of services including business consulting, training programs, and access to capital. With a team of experienced advisors and industry experts, the SBDC Network is committed to helping entrepreneurs and small business owners succeed and thrive in today's competitive market. Whether you are looking to start a new business or grow an existing one, the University of Houston Texas Gulf Coast SBDC Network is here to help you every step of the way.
1455 W Loop S, Houston, TX 77027, United States -
Capital One Café
● ClosedThe Capital One Café is a unique institution located at 5085 Westheimer Road in Houston, Texas. It is a hybrid concept that combines the services of a bank with the laid-back atmosphere of a café. Customers can enjoy a cup of coffee or a snack while taking care of their financial needs. The café offers a range of financial services, including banking, loans, and investment advice, making it a one-stop shop for all things finance. With its convenient location and welcoming environment, the Capital One Café is the perfect place to grab a bite to eat and manage your money at the same time.
5085 Westheimer Rd Suite B3726 Suite B3726, Houston, TX 77056, United States -
Krueger & Catalano Capital Partners, LLC
● ClosedKrueger & Catalano Capital Partners, LLC is a finance institution located at 8401 Westview Drive in Houston, Texas, United States. At Krueger & Catalano, clients can expect expert advice without complexity, one-on-one guidance, and honest answers. The institution's unique approach, Freedom Day Solutions™, offers clients a holistic financial plan tailored to their individual goals on a single page. Portfolio research and management are all handled in-house, ensuring timely expert advice when needed most. With a focus on achieving financial peace of mind, Krueger & Catalano helps clients work towards their "Freedom Day" - when multiple streams of income exceed all expenses and can last until the age of 100 . As a family-owned and operated firm, Freedom Day Solutions serves families nationwide, with a commitment to long-lasting partnerships and independence from banks or brokerages.
8401 Westview Dr Suite B, Houston, TX 77055, United States -
Logic Capital Management, LLC
● ClosedLogic Capital Management, LLC is an independent, fee-based registered investment advisory firm located at 7500 San Felipe Street in Houston, Texas, United States. We specialize in providing customized investment management services and personal financial planning solutions to our clients. Our goal is to simplify the wealth management process, keep our clients informed, and inspire confidence in their financial decisions. At Logic Capital, we believe in making one good short-term decision at a time to reach long-term financial goals. Our services include evaluating investment risk tolerance, building customized portfolios, and managing these portfolios with our recommended custodial partners. We are directly tied to our clients' success and strive to help them achieve their long-term objectives.
7500 San Felipe St suite 150, Houston, TX 77063, United States -
Mavilian Financial Group
● ClosedMavilian Financial Group, located at 1980 Post Oak Boulevard in Houston, Texas, is a finance institution that believes in the importance of financial stewardship and preparing for critical financial events. With a focus on what matters most to their clients, they offer services such as the Quint Process™ to help navigate the complexities of financial planning as their clients' needs evolve. One of their specialties is working with attorneys, advisors, and business owners to provide forensic accounting services, helping to uncover and address financial issues that may arise. Additionally, they offer investment advisory services through Bayworth Capital, a registered investment advisor.
1980 Post Oak Blvd #100, Houston, TX 77056, United States -
Sooner Inc.
● ClosedSooner Inc. is a leading store located at 909 Fannin Street, Houston, Texas, United States. We offer a full circle supply chain, ensuring success at every turn. Our institution provides the most complete distribution package in the oilfield industry. One of our innovative solutions is SoonerTRACE, which revolutionizes the way energy customers identify materials on-site. By scanning barcodes, users gain access to real-time product data and can effortlessly create digital tallies. This eliminates manual work, increases accuracy, and streamlines operations throughout the supply chain.
909 Fannin St, Houston, TX 77010, United States -
Apex Partners LLC
● ClosedApex Partners LLC is a finance institution located at 109 North Post Oak Lane in Houston, Texas, United States. We specialize in helping mid-sized companies secure the capital they need to expand and navigate unexpected challenges. Our experienced team offers expert advice and creative financial solutions to maximize the value of our clients' businesses. We work closely with our clients to identify new opportunities and execute M&A transactions, recapitalizations, and management buyouts. With over $4 billion in closed M&A transactions, our principals have a deep understanding of the debt and equity capital markets.
109 N Post Oak Ln UNIT 410, Houston, TX 77024, United States -
Buckingham Strategic Wealth
● ClosedBuckingham Strategic Wealth, located at 3773 Richmond Avenue in Houston, Texas, offers a personalized and consultative fee-only wealth management process for clients. Their team in Houston works closely with clients to define financial goals and create a comprehensive financial plan to achieve them. Services include portfolio management, retirement planning, risk management, education funding, and more. The Houston office became part of Buckingham in 2015 through the acquisition of Posey Capital Management. Since 2001, the team has been dedicated to serving as trusted advisors to clients, helping them make informed financial decisions and secure their financial futures.
3773 Richmond Ave. Suite 525, Houston, TX 77046, United States
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