The 30 Best Charitable trust in Texas

IronOak Wealth is a leading financial institution located at 715 Discovery Boulevard in Cedar Park, Texas, United States. Our team of experienced wealth management professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, IronOak Wealth is here to provide personalized financial solutions tailored to your individual needs. Trust us to help you navigate the complex world of finance with confidence and peace of mind.

Austin Asset is a premier financial institution located at 7200 North Mopac Expressway in Austin, Texas. As a trusted provider of asset management and wealth management services, we prioritize the needs of our clients above all else. Our experienced team of financial advisors is dedicated to helping you navigate complex financial decisions, from employee benefits and estate planning to tax withholding and mortgage negotiations. With over 30 years of experience, we are deeply rooted in the Austin community and committed to delivering sustainable investment solutions tailored to your individual goals. Whether you are preparing for retirement, selling a business, or planning for higher education expenses, we offer thoughtful and thorough planning to guide you through life's important milestones. Our personalized approach extends to charitable giving and lifestyle management services, ensuring that you are able to support the causes you care about while focusing on what matters most to you. Trust Austin Asset to provide clarity, purpose, and lasting success for your financial future.

ISF Advisory LLC is a leading finance institution located at 9800 North Lamar Boulevard in Austin, Texas, United States. With a team of experienced financial advisors, ISF Advisory LLC offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, ISF Advisory LLC is dedicated to providing personalized and comprehensive financial guidance to suit your needs. Trust ISF Advisory LLC to help you navigate the complex world of finance with confidence and expertise.

Sage Creek Wealth Management of Raymond James is a premier financial institution located at 6034 West Courtyard Drive in Austin, Texas. As a trusted provider of wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a commitment to personalized service and innovative financial solutions, we strive to empower our clients to make informed decisions and navigate the complexities of the financial world with confidence. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Sage Creek Wealth Management is here to support you every step of the way.

Edward Jones - Financial Advisor: Shelby Lewis is a trusted financial institution located at 1001 College Avenue in Levelland, Texas. As a dedicated financial advisor, Shelby Lewis provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a commitment to excellent customer service and a deep understanding of the financial market, Edward Jones - Financial Advisor: Shelby Lewis is the go-to institution for all your finance needs in the Levelland area. Contact Shelby Lewis today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Imari M Miller is a trusted financial institution located at 3211 West Wadley Avenue in Midland, Texas. As a dedicated financial advisor, Imari M Miller provides personalized investment and wealth management services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Imari M Miller is a reliable partner in navigating the complexities of the financial world. Whether you are planning for retirement, saving for college, or seeking to grow your wealth, Imari M Miller is here to provide expert guidance and support every step of the way.

Community Wealth Group is a finance institution located at 1602 Avenue M in Hondo, Texas, United States. Our mission is to help build and sustain wealth within the local community through sound financial planning and investment strategies. Our team of experienced professionals is dedicated to providing personalized services to our clients, helping them achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your assets, Community Wealth Group is here to guide you every step of the way. Join us in building a stronger and more prosperous community together.

Oscar A. Lopez, Jr. is a reputable finance institution located at 1311 East Del Mar Boulevard in Laredo, Texas, United States. With a strong focus on providing personalized financial services, the institution is committed to helping individuals and businesses achieve their financial goals. Clients can expect expert advice, innovative solutions, and exceptional customer service from the experienced team at Oscar A. Lopez, Jr. Whether you are looking to invest, save, or manage your finances, this institution is dedicated to helping you secure a prosperous financial future.

Frank Bugh - Raymond James Financial is a finance institution located at 1012 Pheasant Run in Crowley, Texas, United States. With a focus on providing personalized financial services, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to provide expert guidance and support. Trust Frank Bugh - Raymond James Financial to help you navigate the complexities of the financial world and secure your financial future.

Edward Jones - Financial Advisor: Gabe Rios is a trusted finance institution located at 140 Old Town Boulevard North in Argyle, Texas, United States. As a dedicated financial advisor, Gabe Rios provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Gabe Rios is committed to helping individuals and families secure their financial future.

Strongbridge Wealth Advisors, led by Jeremy Newton, CFP, is a trusted finance and insurance agency located at 2900 Village Parkway in Highland Village, Texas, United States. With a focus on providing personalized financial planning and investment solutions, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Strongbridge Wealth Advisors is committed to providing top-notch service and expertise to meet your needs. Contact us today to schedule a consultation and take the first step towards a more secure financial future.

Merrill Lynch Wealth Management, located at 301 Commerce Street in Fort Worth, Texas, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The branch's experienced financial advisors are dedicated to understanding each client's unique goals and financial situation in order to create tailored strategies for long-term success. Additionally, the branch is actively involved in charitable outreach to support local communities. With access to industry insights, a disciplined wealth planning platform, and advanced technological resources, Merrill clients benefit from a comprehensive approach to achieving their financial and life goals. Whether you are a seasoned advisor or considering a career in finance, Merrill Lynch provides ongoing professional training, mentorship, and cutting-edge technology to support your success. Trust, fiduciary, and investment management services are also available through affiliated companies within the Bank of America Corporation. With a strong commitment to client satisfaction and a focus on individualized investment approaches, Merrill Lynch Wealth Management is dedicated to helping you navigate the complexities of the financial world and achieve your objectives.

Jackson Hewitt Tax Service is a finance institution located at 2750 West University Drive in Denton, Texas, United States. While our tax advance loans have ended for this year, our Tax Pros are still available to help you maximize your refund. You can conveniently drop off your tax documents and let a Tax Pro take care of the rest, including a final review and e-signing process. Our location inside Walmart allows you to get your taxes done while you shop, with the guarantee of receiving your biggest refund. Although Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. To ensure you receive personalized service, we recommend booking an appointment online or calling (972) 317-3555 to reserve time with a Tax Pro. Our team at 2750 W. University Drive Jackson Hewitt is fluent in English and ready to assist you with your tax needs.

Edward Jones - Financial Advisor: Jim Tanberg is a trusted finance institution located at 11019 Culebra Road in San Antonio, Texas, United States. With Jim Tanberg at the helm, clients can expect personalized financial advice and expert guidance to help them achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Jim Tanberg and his team are dedicated to providing top-notch financial services tailored to your individual needs. Trust Edward Jones - Financial Advisor: Jim Tanberg to help you navigate the complexities of the financial world and secure a prosperous future.

Edward Jones - Financial Advisor: Jay Fine, CFP®|CRPC™ is a reputable financial institution located at 14893 Bandera Road in Helotes, Texas, United States. Specializing in finance, Jay Fine, a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC™), offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, Edward Jones - Financial Advisor: Jay Fine, CFP®|CRPC™ is dedicated to providing top-notch financial planning services to individuals and families in the Helotes area.

Reliance Retirement Services is a finance institution dedicated to helping individuals plan for a secure and comfortable retirement. Located at 507 East Blanco Road in Boerne, Texas, United States, our team of experienced financial advisors offers personalized retirement planning services to clients of all ages and income levels. Whether you are just starting to save for retirement or are nearing the end of your career, we can help you create a customized financial strategy to achieve your retirement goals. Contact us today to schedule a consultation and take the first step towards a worry-free retirement.

Edward Jones - Financial Advisor: David J Clapp, CFP®|ChFC®|AAMS™ is a renowned financial institution located at 1828 Nacogdoches Road in San Antonio, Texas, United States. Specializing in comprehensive financial planning and investment management, David J Clapp is a Certified Financial Planner, Chartered Financial Consultant, and Accredited Asset Management Specialist with a wealth of experience in helping clients achieve their financial goals. With a commitment to personalized service and a focus on long-term success, Edward Jones is a trusted partner for individuals and families looking to secure their financial future.

Merrill Lynch Private Wealth Advisor F Michael Wood, located at 1803 Broadway in San Antonio, Texas, offers industry-leading research and expert analysis to help clients stay ahead of their financial goals. The team at NWG/VMT & Associates specializes in creating customized strategies for individuals, families, businesses, and nonprofit institutions. With a focus on trust and personalized service, the team includes private wealth advisors from Merrill Private Wealth Management and financial advisors from Merrill Lynch Wealth Management. Lead by experienced professionals like Dan, Michael, and Bob, the team at NWG/VMT & Associates helps clients manage their wealth, address financial needs, and build a legacy for the future. With a range of financial designations and accolades, the team is dedicated to providing top-notch service to their clients.

Merrill Lynch Private Wealth Advisor Austin Burt is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. They offer industry-leading research and expert analysis to help individuals, families, businesses, and nonprofit institutions achieve their financial goals. The team includes private wealth advisors from Merrill Private Wealth Management and financial advisors from Merrill Lynch Wealth Management, working together to meet specialized needs and build relationships based on trust and personalized service. Dan, a multiple degree holder from The University of Texas at Austin, leads the team with a focus on managing substantial wealth and shaping a legacy for the future. Michael, another key member, brings extensive experience in working with nonprofits, endowments, businesses, and ultra high net worth families to address various financial needs. Bob, the founder of the Nelson Wood Nelson team, specializes in devising strategies for concentrated stock positions and using options to enhance portfolio returns.

Bank of America Private Client Advisor Todd R Braulick is a Senior Vice President with extensive experience in providing tailored financial advice to individuals, families, and institutions in San Antonio, Texas. With over 25 years of experience in legal, philanthropic, and financial services, Todd is skilled at helping clients navigate their wealth management goals with care and expertise. He is dedicated to building strong client relationships based on trust and personal understanding. Todd is also actively involved in various charitable organizations and serves on the Campaign Committee for the American Cancer Society's San Antonio Hope Lodge, among others. At Bank of America Private Bank, Todd and his team take the time to listen and understand each client's unique needs and goals before developing personalized strategies to help achieve long-term financial objectives. The institution offers a range of services to support clients in preserving and growing their wealth, building philanthropic legacies, and planning for the future. With a focus on innovation and disciplined financial strategies, Bank of America Private Bank is committed to helping clients navigate the complexities of the financial landscape and achieve their goals.

True Path Planning-Thrivent is a finance and insurance agency located at 84 Northeast Interstate 410 Loop in San Antonio, Texas, United States. Founded in 2021 by Nick McNabb, Karly Hoerig, and Sarah Foy-Mireles, our experienced and compassionate team is dedicated to helping individuals and families navigate their financial journey. Whether you need assistance with financial planning, investments, insurance, or more, we are here to help you achieve financial clarity and confidence. Our mission is to empower future-focused individuals to make informed financial decisions that align with their values and life goals. We believe that money is a tool, not a goal, and strive to provide advice and strategies that are in your best interest. As a member of Thrivent, you become part of a community that looks out for others and provides tools and resources for generosity and meaningful living.

Edward Jones - Financial Advisor: Adam J Rhoades, AAMS™ is a reputable finance institution located at 11901 Toepperwein Road in Live Oak, Texas, United States. As a trusted financial advisor, Adam J Rhoades, AAMS™ 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, clients can feel confident in their financial decisions with the guidance of Edward Jones.

Riverstone Advisors LLC is a finance institution located at 480 West Mill Street in the charming city of New Braunfels, Texas, United States. As a trusted advisor in the financial industry, Riverstone Advisors LLC offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized solutions and expert guidance to navigate the complex world of finance. Whether you are looking for investment advice, financial planning, or wealth management services, Riverstone Advisors LLC is dedicated to helping you secure a prosperous future.

Intentional Legacy FP is a finance institution located at 123 North Seguin Avenue in New Braunfels, Texas, United States. Our mission is to help our clients create a lasting financial legacy through intentional planning and strategic investment strategies. Our team of experienced financial professionals is dedicated to providing personalized guidance and support to help you achieve your financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Intentional Legacy FP is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards building a secure financial future for yourself and your family.

Edward Jones - Financial Advisor: Ron Voyles, AAMS™ is a trusted financial institution located at 24701 Southwest Freeway in Rosenberg, Texas. As a seasoned financial advisor with the Accredited Asset Management Specialist™ designation, Ron Voyles provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest for retirement, save for your children's education, or build wealth for the future, Ron Voyles is dedicated to providing expert guidance and support every step of the way. With a focus on long-term success and a commitment to putting clients' needs first, Edward Jones - Financial Advisor: Ron Voyles, AAMS™ is the go-to destination for all your financial planning needs in Rosenberg, Texas.

Merrill Lynch Financial Advisor Keith Connolly, located at 1803 Broadway in San Antonio, Texas, is dedicated to helping families and small businesses navigate their complex financial lives. With over two decades of experience in the financial services industry, Keith Connolly offers personalized wealth management services tailored to each client's goals and priorities. Keith Connolly is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, with a background in the newspaper industry before transitioning to finance. He is actively involved in the San Antonio community, volunteering with organizations such as Wishes For Our Heroes and the San Antonio Gaelic Football Athletic Club.

Safe Tree Retirement Services, located at 913 North Academy Avenue in New Braunfels, Texas, is a finance institution dedicated to helping individuals protect and grow their savings for a secure retirement. Our team is committed to providing solutions that offer comfort, trust, and security, ensuring your money is safe and secure. With a focus on personalized income strategies, investment planning, tax optimization, healthcare planning, and legacy planning, we strive to help you achieve a worry-free retirement surrounded by loved ones. Our experienced financial professionals, led by Justin, offer expertise in retirement products, Social Security, and Medicare to guide you through the complexities of retirement planning.

Jackson Hewitt Tax Service is a finance institution located at 8315 Farm-To-Market Road 78 in San Antonio, Texas, United States. While our tax advance loans have ended for this year, our team of Tax Pros is ready to help you maximize your refund. Conveniently located inside Walmart, you can drop off your tax documents while you shop and still receive our guaranteed biggest refund. Our Tax Pros offer in-person tax preparation appointments, drop-off services, and assistance with IRS letters. We recommend booking an appointment online or calling (210) 780-3200 to reserve time with a Tax Pro. Although Refund Advance loans are no longer available this year, our team is dedicated to helping you navigate your taxes efficiently and accurately. Trust Jackson Hewitt Tax Service for expert tax assistance when every dollar matters.

Texas 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.

Brian Lemon is a financial advisor at Ameriprise Financial Services, LLC located at 2277 Plaza Drive, Sugar Land, Texas, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Brian Lemon offers expertise in asset management, investment strategies, estate planning, retirement planning, and financial and medical end-of-life needs for domestic partners. He is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and professionalism, Brian Lemon is committed to helping clients achieve their financial goals and secure their financial future.