TOP 30 Community recognized in Texas

Nucleo Financial LLC, located at 3618 Doramus Drive in Celina, Texas, is a trusted institution specializing in accounting and finance services. Serving both businesses and individuals, we are proud to offer professional accounting services to clients in the Dallas-Fort Worth area and virtually across the United States. As a family-based company, we are dedicated to helping individuals, families, and small businesses thrive through expert accounting practices. With a focus on bookkeeping, tax preparation, and other accounting services, Nucleo Financial is a recognized leader in the Celina area. Since 2020, we have been assisting families and small businesses in understanding their financial status and achieving growth. If you are seeking a knowledgeable and ethical Accountant, our team is here to help.

Crestmont Private Wealth is a finance institution located at 604 South Main Street in Boerne, Texas, United States. We are a trusted partner in your journey to financial security, founded on the principle of doing what is right for the client, each other, and the communities we serve. Our team of professionals with servant hearts and fiduciary mindsets is dedicated to developing financial plans and investment strategies to meet the life objectives of individuals and families. We believe in listening and learning about you first, so we can help you plan for your future and be there when life happens. Our core values of trust, innovation, and teamwork guide us in creating engaged, long-term relationships with our clients, driven by a fiduciary duty and servant heart. We strive to be a recognized leader in driving positive change in the lives of our clients through innovative solutions, trusted advice, and unwavering commitment to excellence. Investment advisory services are offered through Crestmont Private Wealth LLC, a Registered Investment Advisor. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States.

1900 Wealth, formerly known as Monticello Wealth Management, is a premier investment advisory firm located at 1900 Broadway in San Antonio, Texas. Specializing in creating tailored wealth management plans for high-net-worth individuals and families, we are dedicated to investing in the growth and revitalization of San Antonio's urban center. With over $1.5 billion in assets under management as of December 31, 2022, 1900 Wealth proudly serves the Central and South Texas communities, including the Hill Country. As a subsidiary of Jefferson Bank, a trusted financial institution in San Antonio since 1946, 1900 Wealth is committed to providing independent and personalized service as a Registered Investment Adviser with the U.S. Securities and Exchange Commission. Our team of professional financial advisors offers trusted strategies and a proven track record of success in wealth management, all while upholding the strong legacy of Jefferson Bank.

Stephenson, LeGrand & Pfeil, PLLC Accounting Firm is a leading institution located at 1609 North Richmond Road in Wharton, Texas, United States. Specializing in accounting and finance, our dedicated team is excited to connect with you and provide a wide range of services. We offer tax minimization strategies for individual taxes, as well as assistance in setting up entities such as LLCs, Partnerships, S-Corps, and Corporations. Our expertise also extends to long-term tax planning to help you secure your financial future.

North Star Consultants of Texas is a finance institution located in Austin, Texas, United States. With over 170 associates nationwide, they offer comprehensive services to help clients navigate the path to financial security. Their step-by-step tool matches clients with financial professionals who share their values and priorities. The institution goes beyond demographic profiles to provide personalized recommendations based on clients' goals and values. They offer a range of services, from life insurance to investments, to business solutions, all tailored to each client's needs. North Star has been recognized for their philanthropic efforts and commitment to employee engagement, making them a top workplace in their industry. Their culture is goals-driven and team-oriented, creating a close-knit community invested in each other's success. Clients can expect personalized recommendations and guidance from professionals who understand their unique financial needs.

Deloitte is a leading accounting and finance institution located at 1609 Centre Creek Drive in Austin, Texas, United States. With a focus on front-office transformation, Deloitte helps businesses gain a competitive advantage in their industries. The institution offers training and mentorship programs to help individuals succeed in their careers. Deloitte is proud to employ over 3,000 veterans from the VMSA community, recognizing the valuable experience they bring to the workplace. By joining Deloitte's Talent Network, individuals can explore career resources and potential job opportunities. Deloitte is a supporter of the U.S. Women’s National Team and the SheBelieves movement. The institution is dedicated to transforming digital procurement through Generative AI and helping companies enhance their sustainability data for ESG reporting. Deloitte is part of a global network of member firms, each operating independently to provide top-notch services to clients. Learn more about Deloitte and its services at www.deloitte.com/about.

Courage & Hope Counseling, located at 200 North Rufe Snow Drive in Keller, Texas, is a place where individuals can find support and guidance on their journey towards healing and personal growth. The decision to seek therapy is a brave one, and we commend you for taking that step. Our goal is to provide a safe and non-judgmental space where you can share your story and work towards a brighter future. Our approach to therapy is rooted in the belief that everyone has the capacity for change and growth. We understand the importance of building a strong therapeutic relationship, where you feel heard, understood, and supported. We recognize that each person's journey is unique, and we tailor our approach to meet your individual needs and goals.

Dan Gregory, Founder/CEO of Gregory Financial & Associates, LLC, located at 6121 79th Street in Lubbock, Texas, is dedicated to providing comprehensive financial guidance to professional advisors and clients. Specializing in finance and insurance services, the institution works with multigenerational business owners and families to design custom strategies that protect their assets, grow investments, and establish lasting legacies. With a focus on understanding each client's unique goals and values, Dan Gregory and his team offer personalized solutions to address financial needs and opportunities. By collaborating with a network of experts, they ensure that every aspect of a client's financial situation is considered and optimized for success. Whether clients are planning for retirement, succession in their business, or simply seeking to enhance their financial security, Gregory Financial & Associates is committed to providing ongoing support and guidance.

National Dance Honors is a prestigious institution located at 7334 Whitehall Street in Richland Hills, Texas, United States. We are dedicated to recognizing and celebrating excellence in the field of dance. Our institution honors the hard work, dedication, and talent of dancers from all backgrounds and styles. Through our programs and events, we strive to elevate the art of dance and inspire the next generation of performers. Join us in celebrating the beauty and power of dance at National Dance Honors.

Mending Hearts Counseling is a health institution located at 8620 North New Braunfels Avenue in San Antonio, Texas. We specialize in helping individuals navigate relationships with themselves and others. Currently accepting Medicaid and Medicare, our team of professional and compassionate therapists are highly trained and experienced in addressing a wide range of mental health issues and relationship dynamics. Our online counseling and therapy services are inclusive and supportive of all individuals, recognizing that each person's experiences are unique. We provide a safe and tailored approach to therapy, creating a space for healing and growth. Committed to providing quality mental health care, we welcome individuals of all backgrounds and beliefs.

Tango In San Antonio is a renowned institution located at 10003 Northwest Military Highway in San Antonio, Texas. Led by the legendary Guillermo Merlo, who has over 30 years of experience in Argentine Tango, the institution offers classes, workshops, and performances for tango enthusiasts of all levels. Guillermo Merlo, along with his partner Jairelbhi Furlong, are internationally recognized for their exceptional talent and have performed in various countries around the world. The institution also offers private lessons with Guillermo and Jairelbhi for those looking to enhance their tango skills. Additionally, Tango In San Antonio hosts special events such as meet and greets and technique classes for followers and leaders. Participants are required to sign a waiver of liability and medical authorization before attending any activities at Tango In San Antonio. The institution also has terms and conditions that students must agree to, which are subject to change with prior notice. Tango In San Antonio is a hub for tango lovers to come together, learn, and enjoy the beauty of this passionate dance form.

CREATE Mental Health and Educational Center, LLC. is a health institution located in Spring, Texas, United States. Our mission is to help individuals find meaning in life and live a meaningful life through self-discovery, learning, and growth. We offer individual psychotherapy, group therapy, and community workshops that focus on holistic wellness and meaning making. In addition, we provide professional development training for helping professionals and consulting services for non-profits and faith communities. Our services also include Forensic evaluations for immigration, which aim to document emotional impact and potential trauma for immigration processes and eligibility assessments. Our founder, Carolina Fuentes, LCSW, believes in a holistic approach to learning and healing that recognizes the connection between physical and mental health, past and present experiences, culture, and worldview/spirituality. We offer both in-person and virtual services in English and Spanish, and we are in-network with major health insurance providers including Aetna, Cigna, Oscar, Oxford, United, and Blue Cross Blue Shield. Visit us at 19627 Interstate 45 North to start your journey towards holistic wellness and meaningful living.

Brighter Days Family Services is a community-based behavioral health and mental healthcare service provider located at 3707 Farm to Market 1960 Road West in Houston, Texas. Our team of case managers, licensed clinicians, counselors, and administrators are dedicated to partnering with clients and their families to provide solution-focused services that enhance their ability to overcome emotional and behavioral challenges. Services are conveniently provided where clients live, work, and attend school. Founded in the fall of 2017 by experienced professionals in the mental health field, Brighter Days Family Services aims to address crucial issues in the community related to behavioral, mental, and emotional health dysfunction. The agency targets the entire family and has a team of professionals who share the company's vision of bringing hope and empowerment to those on the road to recovery.

Honeycomb Counseling, located at 5555 North Lamar Boulevard in Austin, Texas, is a health institution dedicated to providing compassionate counseling for individuals and couples. Specializing in anxiety, couples therapy, first responders, sex therapy, substance misuse, and trauma, the institution offers a safe and confidential space for clients to navigate through life's challenges. The experienced therapists at Honeycomb Counseling understand the importance of recognizing and valuing each individual's unique perspective and cultural background. They are committed to guiding clients towards positive changes and enhancing their overall well-being.

MECKKA Dance Project, located in Porter, Texas, is a nationally recognized competition and performing arts company. With personalized instruction and a focus on all genres of dance, MDP offers superior training to students of all levels. Under the direction of Regan Thompson and artistic Director Amber Thornton, MDP aims to inspire and cultivate well-rounded dancers while providing opportunities for commercial, performance, and competition dance. Through their commitment to promoting individual growth and exploration, MDP helps dancers break boundaries and discover the possibilities of movement. Joining classes is made easy with the online MECKKA Portal. Visit their website to learn more and get started on your dance journey!

Merrill Lynch Financial Advisor Chris T Nietenhoefer, located at 301 Commerce Street, Fort Worth, Texas, United States, is a finance institution dedicated to providing exemplary client service. Chris Nietenhoefer has been recognized by Forbes as "Best-in-State Wealth Advisors" in 2021, 2022, and 2023, as well as by Financial Times as one of the "401 Top Retirement Advisers" in 2018, 2019, and 2020. With a focus on understanding your priorities and goals, Chris helps clients navigate life changes and provides personalized advice to help achieve their dreams. At Merrill Lynch Wealth Management, Chris Nietenhoefer believes in building personalized financial plans centered around your goals and aspirations, whether it's planning for retirement, saving for a home, or funding education. By getting to know you as an investor through the Investment Personality Assessment, Chris can tailor a financial approach to help you pursue what matters most to you.

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 Financial Advisor John Willard de Marigny, located at 1803 Broadway, San Antonio, Texas, is part of The MTML Group that offers financial services for high net worth individuals, families, and business owners. The institution focuses on helping clients achieve their personal, financial, and professional aspirations by identifying goals and delivering strategies to help achieve them. Customer service is a top priority, with a team that values building enduring relationships through attentive and tailored service. As Merrill financial advisors, The MTML Group offers advice and guidance based on clients' goals and priorities, placing the investor at the center of focus rather than the market. The wealth management process involves developing appropriate financial strategies designed to help clients pursue their goals, tracking progress, and adjusting strategies as needed over time. The institution believes in a personalized approach that considers clients' aspirations and provides tailored financial solutions to help manage, grow, and preserve wealth.

Merrill Lynch Private Wealth Advisor Daniel R Nelson, 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 helping individuals, families, businesses, and nonprofit institutions achieve their financial objectives through customized strategies and services. Daniel Nelson, a multiple degree holder from The University of Texas at Austin, is a highly qualified private wealth advisor with certifications such as CIMA, CFP, and CPWA. He has been recognized on prestigious lists such as the Financial Times "Top 400 Financial Advisors" and Barron's "Top 1,200 Financial Advisors."

Merrill Lynch Financial Advisor Michael S Douglass is a reputable finance institution located at 15375 Memorial Drive, Houston, Texas, United States. Committed to building strong relationships with clients, the experienced and knowledgeable team at Merrill Lynch is passionate about helping individuals and families make important financial decisions. Recognized by Forbes as "Best-in-State Wealth Advisors" in both 2021 and 2022, the advisors at Merrill Lynch set the standard for exemplary client service. Backed by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to providing personalized service and building trust with clients. By understanding each client's unique goals, priorities, and aspirations, the financial advisors at Merrill Lynch create customized wealth management approaches to help clients pursue their financial objectives while managing investment risk.

Merrill Lynch Financial Advisor Jack Hansen, located at 2800 Post Oak Boulevard, Houston, Texas, United States, is dedicated to understanding you and what matters most to you. With a personalized approach, the institution helps design and implement a plan to help you pursue your financial goals while managing investment risk. By focusing on potential solutions to turn your goals into reality, the institution aims to help you manage, grow, and preserve your wealth today and for the future. The experienced team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, they can develop a plan centered on your goals and what you want to achieve. By staying in touch and revisiting your financial approach as your life and goals change, the team aims to help you achieve what's most important to you.

Merrill Lynch Financial Advisor James Miller is a prestigious finance institution located at 2800 Post Oak Boulevard in Houston, Texas. Specializing in wealth management, our team of experienced advisors helps clients in the energy and business industries design their portfolios and financial plans for the future. With the support of Merrill Lynch Wealth Management and Bank of America, we offer personalized service and informed guidance to exceed our clients' expectations. Our client-focused relationships, open communication, and informed advice are the foundation of our success in helping clients achieve their financial goals. Recognized by industry publications such as Forbes and Barron's, our team is dedicated to providing exceptional service and building strong client relationships based on trust and integrity. With a focus on dynamic and accomplished leaders in the energy industry, we strive to create opportunities for a brighter tomorrow for our clients and their families. Visit us at our Williams Tower location in Houston to experience our level of service and see why families and companies choose to work with us.

Merrill Lynch Financial Advisor Edward A Walker is a trusted institution located at 3700 Buffalo Speedway, Houston, Texas, United States. Specializing in finance, Edward A Walker has been recognized as one of Forbes' "Best-in-State Wealth Advisors" for multiple years. With a focus on exemplary client service, Edward A Walker has experience in helping executives manage concentrated stock positions and navigate important life events such as retirement, inheritance, or the sale of a business. Additionally, Edward A Walker provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and banking services. Committed to serving the community, Edward A Walker volunteers with local organizations. The institution offers personalized financial planning through the Merrill Personal Wealth Analysis™, tailored to individual goals. Supported by the global resources of Merrill, the team at Edward A Walker's institution is dedicated to building strong client relationships based on trust and personalized service. With a focus on understanding clients' goals and priorities, Edward A Walker helps clients pursue their aspirations and adapt their financial approach as their life changes. By utilizing the Investment Personality Assessment, Edward A Walker can customize financial strategies to align with clients' investing preferences. With a mission to help clients achieve their financial goals and manage investment risk, Edward A Walker works with clients to develop personalized plans. By staying in touch with clients and adjusting their financial approach as needed, Edward A Walker aims to help clients achieve long-term financial success. Whether planning for retirement, education, or wealth transfer, Edward A Walker provides comprehensive financial solutions to help clients navigate the financial landscape. Registered to do business in multiple states, Edward Walker is a Chartered Retirement Planning Counselor™, offering expertise in retirement planning. Investing involves risk, and past performance does not guarantee future results. Merrill Lynch and its advisors do not provide legal, tax, or accounting advice, recommending clients consult with their own legal and financial professionals. With a focus on personalized service and comprehensive financial solutions, Edward A Walker and Merrill Lynch are dedicated to helping clients pursue their financial goals.

Merrill Lynch Financial Advisor Christiane Copeland is a reputable finance institution located at 800 Capitol Street in Houston, Texas, United States. Recognized by Forbes for their excellence in wealth management, the team at Merrill Lynch is dedicated to providing personalized service and building strong client relationships based on trust. With access to the global resources of Merrill, their talented and experienced team works to understand your financial goals and priorities, offering tailored wealth management strategies to help you achieve your desired outcomes. Through in-depth discussions and regular account reviews, Merrill Lynch Financial Advisor Christiane Copeland ensures that your investments remain aligned with your evolving life goals. With a focus on transparent communication and personalized financial planning, they strive to help you navigate the complexities of your financial life and make informed decisions to reach your goals. Contact Merrill Lynch Financial Advisor Christiane Copeland to start your journey towards financial success today.

ocated at 800 Capitol Street in Houston, Texas, the Merrill Lynch Financial Advisor Morgan T Vicknair at VMT Wealth Management offers a comprehensive financial service experience. The institution is dedicated to creating exceptional client experiences through wealth planning, investment management, and personalized service. With a focus on advancing the best outcomes for clients, the institution is committed to exceeding expectations and understanding the unique objectives and needs of each individual. Ranked #1 on the 2022 & 2023 Forbes "America's Top Wealth Management Teams High Net Worth" lists, the institution prides itself on its integrated approach, with three professionals serving each client. This approach ensures streamlined communication and personalized attention to detail. The team consists of a financial advisor, a relationship manager, and at least one administrative associate, all working together to develop customized wealth management strategies.

Merrill 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.

Merrill Lynch Private Wealth Advisor Craig Lambert Massey, located at 800 Capitol Street in Houston, Texas, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth. With specialized services from Merrill and banking and lending capabilities from Bank of America, the institution is dedicated to meeting the unique needs of affluent families, entrepreneurs, executives, and business owners. Craig Massey, a seasoned wealth management professional, leads The Massey Schmidt Harper Group and works closely with clients to develop tailored strategies that integrate various components of significant wealth, such as estate planning and retirement strategies. With a strong background in finance and a commitment to personalized service, Craig has been recognized by Barron's Magazine for his expertise in financial advising.

Merrill Lynch Financial Advisor Darren C Fenz is a reputable finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. Specializing in wealth management for some of America's top energy and business professionals, our experienced advisors provide personalized services backed by Merrill Lynch Wealth Management and Bank of America. We prioritize client-focused relationships, open communication, and informed advice to help clients achieve their financial goals and create a legacy for future generations. Recognized by industry publications such as Forbes and Barron's, our team is dedicated to providing exceptional service and building strong client relationships based on trust and personalized service. With a focus on understanding our clients' needs and exceeding their expectations, we strive to help them navigate the complexities of wealth management and achieve a brighter financial future.

Merrill Lynch Financial Advisor Frederick A de Groot, located at 9595 Six Pines Drive in The Woodlands, Texas, offers personalized financial strategies and wealth management advice to corporate executives, professionals, business owners, and their families. With nearly three decades of experience, our team oversees approximately $2 billion in client balances, guiding clients through various economic climates and helping them make smart decisions focused on their goals. We believe in tailored asset management disciplines, clear explanations in plain English, and proactive communication with clients. Our goal is to help clients filter out the noise, remove emotions from the process, and create portfolios to weather economic and market turbulence. We offer services to assist with equity awards, deferred compensation, retirement planning, and more, tailored to each client's unique financial situation and goals.

Merrill Lynch Financial Advisor Elec Presnell is a finance institution located at 1780 Hughes Landing Boulevard in The Woodlands, Texas, United States. They are dedicated to understanding you and your family, your unique financial situation, and what matters most to you. With a proactive approach to communication, personalized service, and a commitment to continuing financial education, they aim to help you grow, preserve, and distribute your wealth. Their team, supported by the global resources of Merrill, is comprised of talented individuals who are committed to building strong client relationships based on trust and personalized service. Merrill offers personalized investment strategies and access to comprehensive financial solutions from Bank of America. They believe in getting to know you personally, understanding your goals, priorities, and financial situation, and designing an approach that reflects your unique needs. Their advisors are recognized for exemplary client service and are committed to helping you achieve your financial goals, no matter what stage of life you are in.