TOP 30 Charitable giving strategies in Houston, Texas
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Financial Advisor Houston
● ClosedFinancial Advisor Houston is a leading finance institution located at 8588 Katy Freeway in Houston, Texas, United States. Our team of experienced financial advisors provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our dedicated team is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
8588 Katy Fwy # 320, Houston, TX 77024, United States -
Bessemer Trust Private Wealth Management Houston TX
● ClosedBessemer Trust Private Wealth Management in Houston, TX, located at 109 North Post Oak Lane, is a trusted institution with over 115 years of experience serving individuals and families of substantial wealth. As a privately owned and independent multi-family office, we offer comprehensive investment management, wealth planning, and family office services to help you achieve peace of mind for generations to come. Our team at Bessemer Trust prioritizes building strong relationships with our clients, focusing on understanding your financial and personal goals to provide personalized advice and service you can depend on. We make your priorities our own, ensuring that your best interests always drive our actions on your behalf.
109 N Post Oak Ln Suite 205, Houston, TX 77024, United States -
McDonald's
● OpenMcDonald's is a popular cafe, food, restaurant, and store located at 339 Farm to Market 1960 Road West, Houston, Texas, United States. Our Terms and Conditions have recently changed, so please review them before placing an order through our Mobile Order & Pay app on iOS or Android. Enjoy your food exactly how you like it with our convenient location amenities. Depending on your location, McDelivery is available through DoorDash, Uber Eats, Grubhub, or Postmates apps. You can also order through the McDonald's app for McDelivery. Menu items vary by location, so make sure to check the app for availability. Payment options include Visa, MasterCard, American Express, Discover, Apple Pay, Google Pay, PayPal, and Venmo. You can even get your food via curbside with the McDonald's app. We prioritize the health and safety of our employees and customers, especially during the COVID-19 pandemic. Visit our website to find job listings and locations near you. McDonald's has been serving quality food at an affordable price since 1954, so visit us today for your favorite menu items!"
339 Farm to Market 1960 Rd W, Houston, TX 77090, United States -
Ears of Buddha
● ClosedEars of Buddha is a unique clothing and jewelry store located at 1020 Peden Street in Houston, Texas. Specializing in designer women's clothing, our brand focuses on producing sustainable, high-end blouses that celebrate individuality. Each garment is hand-sewn by our talented seamstresses using fair trade materials, making them truly unique and one-of-a-kind. Our founder, Franny Koelsch, infuses each piece with her background in art and fashion, creating garments that are both stylish and conscious. We prioritize sustainability in our production process, ensuring that each item is crafted with care and attention to detail.
1020 Peden St Suite B, Houston, TX 77006, United States -
Rice University Development and Alumni Relations
● ClosedRice University Development and Alumni Relations is the hub for cultivating relationships with alumni, donors, and friends of Rice University in Houston, Texas, United States. Our dedicated team works to engage and connect with the university's vast network of alumni, while also fostering philanthropic support for the institution. Through a variety of programs and initiatives, we strive to strengthen the bond between Rice University and its alumni community, ensuring a lasting impact for generations to come.
Rice University, 6300 Cambridge St, Houston, TX 77030, United States -
Heritage Asset Advisors Ltd., LLP
● ClosedHeritage Asset Advisors Ltd., LLP is a finance institution located at 723 Cherrybark Lane in Houston, Texas, United States. They specialize in providing expert advice and guidance on heritage assets, helping clients navigate the complexities of managing and preserving their valuable possessions. With a team of experienced professionals, Heritage Asset Advisors Ltd., LLP offers personalized services to meet the unique needs of each client, ensuring their heritage assets are protected and maximized for future generations.
723 Cherrybark Ln, Houston, TX 77079, United States -
Go & Flood - UBS Financial Services Inc.
● OpenGo & Flood - UBS Financial Services Inc. is a reputable finance institution located at 750 Town and Country Boulevard in Houston, Texas, United States. With a strong focus on providing top-notch financial services to its clients, Go & Flood - UBS Financial Services Inc. offers a wide range of investment options and wealth management solutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or grow your wealth, Go & Flood - UBS Financial Services Inc. is committed to providing personalized and expert advice to meet your needs.
750 Town and Country Blvd Suite 400, Houston, TX 77024, United States -
Open Range Financial Group, LLC
● ClosedOpen Range Financial Group, LLC is a trusted financial services firm located in Manvel, Texas, serving retired residents and soon-to-be retirees in the greater Houston area. With decades of experience and a commitment to your success, our advisors will help you navigate the complex decisions that come with retirement planning. We offer personalized financial plans tailored to your individual needs, goals, and risk tolerance, ensuring that you can retire with confidence in your long-term financial security. Our comprehensive services include financial goal planning, asset management, insurance planning, tax-smart investment strategies, charitable giving strategies, and estate planning assistance. We believe in tax diversity in retirement planning and will work with you to create a customized plan that minimizes your overall tax burden. By collaborating with estate planning attorneys, we can help maximize your loved ones' inheritance while minimizing taxes.
9500 Live Oak Ct, Manvel, TX 77578, United States -
CAPTRUST
● ClosedCAPTRUST, located at 1001 McKinney Street in Houston, Texas, is a finance institution dedicated to providing thoughtful financial and investment advice to a variety of clients. Our team of advisors in Houston brings years of expertise and extensive resources to offer services such as committee education, donor development, OCIO services, performance reporting, and investment management for nonprofit clients. Whether you need wealth planning, portfolio management, family governance assistance, or other financial services, our advisors are ready to help. We support employer organizations with fiduciary partnerships, plan design optimization, financial wellness programs, and more. Founded on a commitment to neutrality and excellence, our Houston location exemplifies these values in everything we do. Contact our Houston office to learn how we can help you achieve financial success, whether you are a high-net-worth individual, a corporation seeking advice on employee retirement plans, or a nonprofit looking to maximize value for endowments and foundations. Stay informed with our team's market insights, financial planning strategies, and upcoming webinars on industry topics. Join us for our next webinar on Quarterly Industry Insights for Hospitals & Healthcare Systems to learn more about fiduciary liability and how nonprofits can navigate volatility. CAPTRUST is here to support you on your financial journey.
1001 McKinney St #1730, Houston, TX 77002, United States -
Morgan Stanley Private Wealth Advisors
● OpenMorgan Stanley Private Wealth Advisors in Houston, Texas, United States, is a prestigious finance institution dedicated to providing tailored wealth management solutions for high-net-worth individuals and families. With a team of experienced advisors, they offer personalized investment strategies, financial planning, and estate planning services to help clients achieve their financial goals. Located on Travis Street, Morgan Stanley Private Wealth Advisors is committed to delivering exceptional service and expertise to their discerning clientele.
JPMorgan Chase Tower, Travis St # 3700, Houston, TX 77002, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 600 Rockmead Drive in Houston, Texas, offers customizable and strategic financial planning services. The branch's financial advisors are committed to understanding each client's unique objectives and providing tailored wealth management strategies. With access to a wide range of resources, including retirement income planning and estate planning services, clients can receive comprehensive guidance on their financial goals. The branch is dedicated to delivering exceptional client service and giving back to the community through volunteerism and charitable outreach. Whether you are a high achiever looking for a career in finance or seeking personalized investment advice, Merrill Lynch Wealth Management offers the expertise and resources to help you achieve your financial goals. Please note that investing involves risk and it is important to consult with legal and tax advisors before making any financial decisions.
600 Rockmead Dr STE 100, Kingwood Area, TX 77339, United States -
Texas Wealth Advisors
● ClosedTexas Wealth Advisors is a premier finance institution located at 18540 Northwest Freeway in Houston, Texas, United States. Our team of experienced professionals is dedicated to providing tailored financial solutions to help our clients achieve their wealth management goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help. Contact us today to schedule a consultation and start building a secure financial future with Texas Wealth Advisors.
18540 Northwest Fwy, Houston, TX 77065, United States -
Adam Burden - Thrivent
● ClosedAdam Burden - Thrivent is a finance institution located at 12807 Jones Road, Houston, Texas, United States. The institution is licensed in multiple states including CA, IL, OH, TX, WA, and WI. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with further planning engagements available through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Licensed agents and financial advisors provide insurance products, securities, and investment advisory services. Visit Thrivent.com for more information on their services and professional designations.
12807 Jones Rd, Houston, TX 77070, United States -
Kelly Howell - FInancial Representative - Northwestern Mutual
● ClosedKelly Howell is a Financial Representative at Northwestern Mutual, located at 12121 Wickchester Lane in Houston, Texas. With a strong background in finance and a commitment to helping clients achieve their financial goals, Kelly provides personalized financial planning services to individuals and families. Whether you are looking to save for retirement, invest for the future, or protect your assets, Kelly Howell is dedicated to helping you navigate the complexities of the financial world. Contact Kelly Howell at Northwestern Mutual today to start planning for a secure financial future.
12121 Wickchester Ln Suite 525, Houston, TX 77079, United States -
Jordan Johnson - Thrivent
● OpenJordan Johnson - Thrivent is a finance institution located at 19450 Tomball Parkway in Houston, Texas, United States. With a focus on helping individuals and families achieve financial security and success, Jordan Johnson - Thrivent offers a range of financial services and products to meet the unique needs of each client. Whether you are looking to plan for retirement, invest for the future, or protect your assets, the experienced team at Jordan Johnson - Thrivent is dedicated to providing personalized solutions and expert guidance every step of the way. Visit their office today to start building a brighter financial future.
19450 Tomball Pkwy, Houston, TX 77070, United States -
Kale Hanson - Open Range Financial Group
● ClosedKale Hanson - Open Range Financial Group is a comprehensive financial services firm located in Manvel, Texas, serving retired residents and soon-to-be retirees in the greater Houston area. With decades of experience and a commitment to your success, you can trust the advice you receive from Open Range Financial Group. Our team of advisors will help you address all your retirement questions and craft personalized financial plans designed to fit your individual needs. Whether you want to travel the globe or live quietly on a private ranch, we will help you retire your way without compromising your dreams. Our services include financial goal planning, asset management, insurance planning, tax-smart investment strategies, charitable giving strategies, and estate planning assistance. We take a holistic approach to financial planning and prioritize protecting your data and privacy. Contact us today to start charting a path to your financial goals with confidence.
9500 Live Oak Ct, Manvel, TX 77578, United States -
Thrivent Financial-Lutherans
● OpenThrivent Financial-Lutherans is a finance institution located at 2950 North Loop West, Houston, Texas, United States. We believe that everyone deserves a financial plan they can be confident about, which is why we provide the right financial advisor to match you with resources based on your top financial concerns. Our goal is to understand your unique situation and goals in order to identify strategies and solutions to help you achieve them. Our free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate the challenges and opportunities life presents.
2950 N Loop W, Houston, TX 77092, United States -
AD Tax Advisors, PLLC
● ClosedAD Tax Advisors, PLLC is a leading accounting and finance institution located in Houston, Texas. Our team of experienced professionals provides expert tax advice and financial services to individuals and businesses. We are dedicated to helping our clients navigate the complexities of tax laws and regulations to maximize their financial success. Visit us at 1885 Saint James Place to learn more about how we can help you achieve your financial goals.
1885 Saint James Place #1050, Houston, TX 77056, United States -
Life Change Firm
● ClosedLife Change Firm is a reputable accounting and finance institution located in Houston, Texas, United States. Our dedicated team of professionals is committed to helping individuals and businesses make positive financial changes that will ultimately improve their lives. Whether you need assistance with tax preparation, financial planning, or investment strategies, our experts are here to guide you every step of the way. Trust Life Change Firm to provide you with the personalized and reliable financial services you need to achieve your goals and secure a brighter future.
Houston, TX 77019, United States
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