Company financial management in Houston, Texas
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Jamila Hoyett - Financial Advisor, Ameriprise Financial Services, LLC
Jamila Hoyett is a financial advisor at Ameriprise Financial Services, LLC located at 5151 San Felipe Street in Houston, Texas, United States. Jamila Hoyett 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®. These certifications demonstrate expertise in various areas including asset management, retirement planning, estate planning, investment management, and financial planning. Jamila Hoyett is dedicated to providing comprehensive financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
Steve Moss - UBS Financial Services Inc.
Steve Moss - UBS Financial Services Inc. is a leading financial institution located at 750 Town and Country Boulevard in Houston, Texas, United States. Specializing in finance, they offer a wide range of services including wealth management, investment banking, asset management, and financial planning. With a team of experienced professionals, Steve Moss - UBS Financial Services Inc. is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, this institution is committed to helping you navigate the complex world of finance with confidence.
Texas 1st Wealth Management
Texas 1st Wealth Management is a premier financial institution located in Houston, Texas. Our team of experienced professionals specializes in accounting, finance, and insurance services to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, our experts are here to provide personalized solutions tailored to your unique needs. Visit us at 340 North Sam Houston Parkway East to learn more about how Texas 1st Wealth Management can help you secure your financial future.
Polaris Greystone Financial Group, LLC
Polaris Greystone Financial Group, LLC, located in Houston, Texas, United States, is a finance institution that believes in helping individuals and families enjoy life, pursue their goals, and experience well-being as a symbol of true wealth. With over 6,000 clients trusting them to build and preserve their wealth for generations, they offer a comprehensive suite of services including investment management, tax preparation, estate planning, and trust services. Their experienced advisors can introduce you to valuable relationships to build and transition your business, craft and execute sustainable plans, and mitigate risk in your stock grants. Their personalized approach to tax advice, investment management, and estate planning can help you achieve your financial goals with confidence.
Reliant Financial Inc
Reliant Financial Inc is a leading finance institution located at 9801 Westheimer Road in Houston, Texas. With a strong presence in the United States, Reliant Financial Inc offers a wide range of financial services to meet the needs of individuals and businesses. From personal loans to investment advice, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to secure a loan or plan for your future, Reliant Financial Inc is committed to providing personalized solutions and exceptional customer service. Visit their location in Houston today to learn more about how they can help you reach your financial objectives.
Edward Jones - Financial Advisor: Keith Nix, CRPC™
Edward Jones - Financial Advisor: Keith Nix, CRPC™ is a reputable finance institution located at 357 West 19th Street in Houston, Texas, United States. As a Certified Retirement Planning Counselor, Keith Nix offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Keith Nix, CRPC™ is dedicated to providing top-notch financial services to individuals and families in the Houston area.
Merrill Lynch Financial Advisor Gregory Tholen Martinez
Merrill Lynch Financial Advisor Gregory Tholen Martinez is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, the District of Columbia, and several US territories, we are dedicated to helping clients achieve the lives they desire. Our team of advisors offers a wide range of brokerage, investment advisory, and financial planning services. Please note that investing involves risk, and there is always the potential of losing money. We do not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making any financial decisions. Merrill Lynch is a registered broker-dealer and investment advisor, and a wholly owned subsidiary of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., and trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware. Banking products are provided by Bank of America, N.A. and affiliated banks. Our goal is to provide you with information about products and services that may be of interest to you. Please be aware that you are leaving Bank of America's website and being redirected to FINRA's BrokerCheck. Thank you for considering Merrill Lynch Financial Advisor Gregory Tholen Martinez for your financial needs.
Merrill Lynch Financial Advisor James Miller
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.
Crimson Management
Crimson Management is a finance institution located at 99 Detering Street in Houston, Texas, United States. Our team of experienced professionals provides expert financial services to individuals and businesses, helping them achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, Crimson Management is dedicated to helping our clients navigate the complexities of the financial world and make informed decisions. Contact us today to learn more about how we can help you with your financial needs.
Raska Wealth Management-Stephan T. Raska
Raska Wealth Management, led by Stephan T. Raska, is a finance institution located at 12621 Featherwood Drive in Houston, Texas, United States. At Raska Wealth Management, we understand that your financial needs and goals are unique to you. Our customizable planning approach ensures that you receive the support you need to thrive and succeed in your investments. Please note that our services are available to residents of specific states only, including (AR, AZ, CA, CO, FL, GA, IN, LA, MI, MO, MS, NC, TX, VA). Securities-related services may not be provided to individuals residing in states not listed above. For international parties, the information provided is for informational purposes only and should not be construed as an offer to participate in any investment activities.
Barclay Financial Services
Barclay Financial Services is a reputable finance institution located at 3355 West Alabama Street in Houston, Texas, United States. With a strong focus on providing top-notch financial solutions and services to clients, Barclay Financial Services is known for its expertise in wealth management, investment strategies, and financial planning. The institution prides itself on its commitment to helping individuals and businesses achieve their financial goals and secure their financial future. Visit Barclay Financial Services today to experience excellence in finance.
Cynthia F Crump - Financial Advisor, Ameriprise Financial Services, LLC
Cynthia F Crump, a financial advisor at Ameriprise Financial Services, LLC located at 11 Greenway Plaza in Houston, Texas, is dedicated to helping clients prepare for their financial goals. By offering personalized advice tailored to each individual's needs, Cynthia strives to help clients feel more confident and in control of their financial future. With a focus on saving for college, retirement planning, smart investments, and more, Cynthia aims to help clients navigate the expected and unexpected events in life. She is properly registered to conduct securities business in certain states and encourages potential clients to visit FINRA's BrokerCheck website for more information. Whether discussing stock market trends or creating a comprehensive financial plan, Cynthia is committed to helping clients achieve their financial goals. Contact Cynthia F Crump at Ameriprise Financial Services, LLC today to start planning for a secure financial future.
Cresset Family Office | Houston
Cresset Family Office in Houston, Texas is a finance institution that is reinventing family office and private wealth management. They offer goals-based financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy, all with True Fiduciary® Standards where your interests come first. The institution provides access to institutional-quality private investments and adheres to strict SEC regulations. Cresset is an independent firm with no hidden costs or fees, providing a transparent and trustworthy experience for their clients. Rankings developed by Barron’s and SHOOK Research recognize the institution's excellence in the industry. Cresset Capital Management and its subsidiaries and affiliates offer investment advisory, family office, and other services to individuals, families, and institutional clients, ensuring a comprehensive approach to managing wealth.
Mark Katz - UBS Financial Services Inc.
Mark Katz - UBS Financial Services Inc. is a renowned financial institution located at 4400 Post Oak Parkway in Houston, Texas. As part of UBS, a global financial services company, Mark Katz provides a wide range of financial services including wealth management, investment banking, asset management, and more. With a team of experienced professionals, they offer personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Mark Katz - UBS Financial Services Inc. is dedicated to providing exceptional service and expertise to meet your financial needs.
Denham Capital Management LP
Denham Capital Management LP is a finance institution located at 700 Louisiana Street in Houston, Texas, United States. Specializing in private equity and credit, Denham Capital invests in sustainable infrastructure assets, critical metals and minerals, and provides bespoke credit solutions to companies contributing to the global energy transition. The firm is dedicated to establishing long-term partnerships with entrepreneurs and companies who share their vision for growth and value creation. Denham Capital sponsors entrepreneurs by providing financial resources and industry expertise to create and grow successful infrastructure and resource businesses. The firm's values of experience, fairness, economic rationale, flexibility, and trust are evident in every opportunity they pursue. With deep knowledge in their industry sectors and a commitment to fairness and shared success, Denham Capital is an ideal partner for businesses looking to grow sustainably.
Xin Wang, Financial Advisor - Abacus Financial Strategies LLC
Xin Wang, Financial Advisor at Abacus Financial Strategies LLC, located at 11 Greenway Plaza in Houston, Texas, is dedicated to building long-term relationships with clients through integrity, trust, and knowledge. Specializing in simplifying financial lives, optimizing investments, and organizing personal financial planning, Xin Wang works closely with clients to help them grow and protect their wealth and achieve their most important financial goals with cost-efficiency and reliability. Xin Wang, Ph.D., CFP®, AEP®, is licensed to sell insurance through New York Life and other independent unaffiliated insurance companies in multiple states. As a Registered Representative of NYLIFE Securities LLC, Member FINRA/SIPC, and an investment adviser representative under Eagle Strategies LLC, Xin Wang offers securities products, services, and advisory services to individuals in specific states. Abacus Financial Strategies LLC is independent and not owned or operated by NYLIFE Securities LLC or its affiliates.
Gazzier Group - Ameriprise Financial Services, LLC
Gazzier Group - Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue in Houston, Texas, is a trusted finance institution that offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on client relationships, the team at Ameriprise Financial helps clients track progress towards their financial goals through regular reviews and updates. The institution was recognized as one of the 2022 Most Trusted Wealth Management Companies by Investor’s Business Daily, showcasing their commitment to exceptional client service. Clients can access their investments and accounts securely from any device, allowing for easy tracking of progress. Those interested in learning more about how Ameriprise Financial can help achieve their financial goals can schedule a complimentary initial consultation. Please visit FINRA's BrokerCheck website for background and qualification information.
Kanos Capital Management, LLC
Kanos Capital Management, LLC is a finance institution located at 1217 South Shepherd Drive in Houston, Texas, United States. At Kanos Capital Management, we prioritize understanding our clients' unique goals, needs, and risk tolerance to create customized investment portfolios. Our approach is rooted in thorough research, analyzing companies, industry sectors, and global economies to make informed investment decisions. We focus on long-term wealth management and regularly optimize portfolios to seize market opportunities. Our team provides quarterly updates on portfolio performance and market insights to guide investment strategies. With a commitment to delivering a broader financial perspective, we offer personalized wealth management strategies tailored to each client. We specialize in value investments, emphasizing low-risk, long-term growth potential. Kanos Capital Management has been serving entrepreneurs, wealthy families, and business owners since 2003, offering comprehensive wealth management services supported by expertise in various financial areas. To start building your financial future with us, please reach out for a consultation.
Merrill Lynch Financial Advisor Bryan D Goodwin
or solicitation for the purchase or sale of any security or investment strategy. Clients should consult their financial advisor for individualized advice tailored to their specific situation. Merrill Lynch Financial Advisor Bryan D Goodwin, located at 800 Capitol Street, Houston, Texas, United States, is a reputable finance institution dedicated to building strong relationships with clients. With a team of experienced professionals supported by the global resources of Merrill, they provide personalized service to help clients make important financial decisions.
Toumas Financial & Tax services
Toumas Financial & Tax Services is a leading accounting and finance institution located at 11767 Katy Freeway, Houston, Texas, United States. We are recognized as the Best Bookkeeping & Tax Outsourcing Company in the USA, providing simple and effective bookkeeping and tax services. Our team of specialists offers full-service accounting services for US-based businesses, helping clients achieve growth through accurate accounting and budget strategies. We are committed to being your trusted professional assistant, providing personalized services for start-ups and established enterprises alike. Our services include expert bookkeeping administration, payroll processing, US Sales Tax compliance, Business Tax efficiency, and individualized US Tax planning. We also offer Small Business Consulting and New Business Startup Planning services to help drive your business towards success. At Toumas Financial & Tax Services, we pride ourselves on being your reliable partner on the road to financial success. Let us help you achieve your dreams and goals in the USA market.
CPA Houston
CPA Houston is a reputable institution located at 1940 Fountain View Drive in Houston, Texas. Specializing in accounting and finance, CPA Houston offers top-notch services to individuals and businesses seeking professional financial guidance. With a team of experienced Certified Public Accountants, clients can trust in the expertise and dedication of CPA Houston to help them navigate complex financial matters and achieve their financial goals. Whether you need assistance with tax preparation, auditing, or financial planning, CPA Houston is committed to providing exceptional service and personalized solutions tailored to meet your specific needs.
Bowles Womack & Company, PC
Bowles Womack & Company, PC is a leading accounting and finance institution located at 24 Greenway Plaza in Houston, Texas. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry. Whether you are a small business owner or an individual looking for financial guidance, Bowles Womack & Company, PC is dedicated to helping you achieve your goals.
Exquisite Management
Exquisite Management is a renowned accounting and finance institution located at 4001 North Shepherd Drive in Houston, Texas, United States. Our team of experienced professionals provides top-notch financial services to help individuals and businesses manage their finances effectively. With a commitment to excellence and attention to detail, Exquisite Management is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with all your accounting and finance needs.
Lake Houston Tax & Bookkeeping
Lake Houston Tax & Bookkeeping is a trusted institution located in Humble, Texas, specializing in accounting and finance services. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of tax preparation, bookkeeping, and financial planning. With a commitment to accuracy and personalized service, we strive to provide our clients with peace of mind when it comes to their financial needs. Visit us at 5616 Farm to Market 1960 to discover how Lake Houston Tax & Bookkeeping can support your financial goals.
Refund One Houston
Refund One Houston is a reputable accounting and finance institution located at 6495 Barker Cypress Road in Houston, Texas, United States. Our dedicated team of professionals is committed to providing top-notch services in the field of financial management, tax preparation, and refund processing. With years of experience and expertise, we strive to help our clients navigate the complexities of financial matters and maximize their refunds. Trust Refund One Houston for all your accounting and finance needs.
C. Lewis & Company
C. Lewis & Company is a leading accounting and finance institution located at 16360 Park Ten Place in Houston, Texas, United States. With offices strategically positioned around the globe, we have a proven track record of success in over 70 countries. Our team of experts is dedicated to providing top-notch financial services to clients worldwide.
Bookkeeping in Houston | Mina bookkeeping Houston
Bookkeeping in Houston | Mina Bookkeeping Houston is a reputable accounting and finance institution located at 13111 Westheimer Road, Houston, Texas. Our team of experienced professionals provides top-notch bookkeeping services to businesses and individuals in the Houston area. We are dedicated to helping our clients maintain accurate financial records and achieve their financial goals. With our expertise and commitment to excellence, you can trust Mina Bookkeeping Houston to handle all of your bookkeeping needs with precision and professionalism.
LOD Financial and Management Inc
LOD Financial and Management Inc is a leading accounting and finance institution located at 11111 Katy Freeway in Houston, Texas, United States. Our team of experienced professionals provides a wide range of financial services, including tax preparation, bookkeeping, and financial planning. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how LOD Financial and Management Inc can assist you with all of your accounting and financial needs.
Sowers & Company, PC
Sowers & Company, PC is a reputable accounting firm located at 1155 Dairy Ashford Road in Houston, Texas, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and consulting. Their commitment to providing personalized and high-quality service sets them apart from other firms in the area. Whether you are a small business owner or an individual in need of financial guidance, Sowers & Company, PC is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation.
EOV Risk Management, Inc.
EOV Risk Management, Inc. is a leading accounting and finance institution located at 825 Town & Country Lane in Houston, Texas, United States. Our team of experts specializes in providing comprehensive risk management solutions to help businesses navigate financial challenges and maximize profitability. With a focus on strategic planning and data analysis, we strive to help our clients make informed decisions and achieve their financial goals. Trust EOV Risk Management, Inc. to safeguard your assets and optimize your financial performance.
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