Customized consulting services in Live Oak, Texas
22 results found
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David E Kunold - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid E Kunold - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1 IKEA-RBFCU Parkway, Live Oak, Texas, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution provides investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update approaches, and track progress towards goals. Clients have access to their investments and accounts from any device, securely. The institution focuses on goals such as retirement, education, and major purchases. David E Kunold is registered in states where securities business can be conducted. The initial consultation provides an overview of financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. Clients are bound by the terms of the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. Referrals are appreciated, and the institution will reach out to them soon.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, United States -
Silver Oaks Pools
● OpenLocated at 8627 Cinnamon Creek Drive in San Antonio, Texas, Silver Oaks Pools is a premier custom pool builder and general contractor. Our award-winning team specializes in creating unique and luxurious pool designs and outdoor living environments for both residential and commercial properties. When you choose Silver Oaks Pools, you are putting the future of your property in expert hands. Our team will work with you to bring your backyard vision to life, creating a customized pool that fits your space, lifestyle, and budget perfectly.
8627 Cinnamon Creek Dr Ste 302, San Antonio, TX 78240, United States -
Tejas Custom Pools
● OpenTejas Custom Pools is a premier general contractor specializing in the design and construction of custom pools. Located at 233 East Ovilla Road in Red Oak, Texas, United States, our team of experienced professionals is dedicated to creating stunning and unique pool designs tailored to our clients' preferences and needs. From concept to completion, we provide exceptional craftsmanship and customer service to ensure a seamless and enjoyable experience. Whether you are looking to enhance your outdoor living space or create a resort-like oasis in your backyard, Tejas Custom Pools is the go-to choice for all your pool construction needs. Contact us today to schedule a consultation and bring your dream pool to life.
233 East Ovilla Road # 300, Red Oak, TX 75154, United States -
Cross Electric
● OpenCross Electric is a leading electrician and store located at 9227 Live Oak Lane in Fort Worth, Texas. Specializing in residential and commercial electrical repair and installation, Cross Electric offers services such as LED upgrades, parking lot lighting, and warehouse high bay fixtures. As a Tesla certified and Generac Certified institution, Cross Electric is your go-to in Fort Worth for EV charging station integration and maintenance. Our team of expert electricians can handle all phases of electrical work, from simple TV outlets to 3 phase industrial equipment. Whether you need a panel upgrade or repair, Cross Electric is here to save you time and money. Trust Cross Electric for all your electrical needs in the Fort Worth area.
9227 Live Oak Ln, Fort Worth, TX 76179, United States -
Stone Ridge Dental - Alfonso Monarres DDS, MS, FACP
● ClosedStone Ridge Dental, led by Dr. Alfonso Monarres DDS, MS, FACP, is located at 19375 Stone Oak Parkway in San Antonio, Texas. This premier dental practice offers a range of services to meet all your dental health needs. Dr. Monarres and his team pay close attention to detail and provide personalized care that sets them apart from other practices. One of the most common procedures at Stone Ridge Dental is immediate implant reconstruction, with Dr. Monarres having performed over 2000 successful procedures. The team of specialists at Stone Ridge Dental can provide full scope treatment, from one missing tooth to a full mouth reconstruction, helping patients improve their smiles and change their lives.
19375 Stone Oak Pkwy, San Antonio, TX 78258, United States -
Inkling Tattoo Studios
● OpenInkling Tattoo Studios is a unique art gallery and store located at 4116 Live Oak Street in Dallas, Texas. Our talented team of tattoo artists specialize in creating custom designs that are as unique as you are. Whether you're looking for a small, delicate piece or a large, intricate sleeve, we have the skills and experience to bring your vision to life. Our studio is a welcoming and friendly space where you can feel comfortable and confident in your decision to get inked. Visit us today to see why we are one of the top tattoo studios in Dallas!
4116 Live Oak St, Dallas, TX 75204, United States -
Iron Forged Body Piercings
● OpenIron Forged Body Piercings is a premier jewelry store located at 8147 Village Oak Drive in Live Oak, Texas. Specializing in high-quality body piercings, our skilled piercers use only the finest materials to create unique and stunning designs. Whether you're looking for a simple ear piercing or a more elaborate body modification, our team is dedicated to providing a safe and comfortable experience for all of our clients. Visit Iron Forged Body Piercings today and let us help you express your individuality with style.
8147 Village Oak Dr, Live Oak, TX 78233, United States -
Twin Bells Barrel Works
● OpenTwin Bells Barrel Works is a charming home goods store located at 5139 Sugarberry Crescent in Fulshear, Texas. Our store offers a unique selection of handcrafted barrel furniture, decor, and accessories that will add a touch of rustic elegance to any home. Whether you're looking for a statement piece for your living room or a gift for a loved one, Twin Bells Barrel Works has something for everyone. Visit us today and discover the perfect piece to elevate your home decor.
5139 Sugarberry Cres, Fulshear, TX 77441, United States -
Healthway Pharmacy
● ClosedHealthway Pharmacy is a trusted health institution located in Live Oak, Texas, United States. Situated at 12414 Toepperwein Road, this pharmacy offers a wide range of pharmaceutical products and health services to cater to the needs of the community. With a team of knowledgeable pharmacists and staff, Healthway Pharmacy is committed to providing top-notch care and assistance to all customers. Whether you need prescription medications, over-the-counter remedies, or health advice, you can count on Healthway Pharmacy to deliver exceptional service in a welcoming and professional environment. Visit us today and experience the difference that quality care can make in your health and well-being.
12414 Toepperwein Rd, Live Oak, TX 78233, 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 -
Prota Financial
● OpenProta Financial is a fee-only financial planning institution located in Houston, Texas. Our mission is to eliminate confusion, build a plan, and help you grow your wealth. We understand that managing money can be overwhelming, which is why we work with our clients to create personalized financial plans that provide security and peace of mind. Unlike many other financial planners, we focus on both risk and return when managing investments. Our approach to risk management can help minimize the impact of market volatility on your investments, ultimately leading to better long-term results. We also specialize in helping parents save for their children's college education and assist in estate planning to ensure your legacy goals are met.
1980 Post Oak Blvd #100, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor John C Young
● ClosedMerrill Lynch Financial Advisor John C Young is a Senior Portfolio Advisor with Merrill Lynch Wealth Management, located at 2800 Post Oak Boulevard in Houston, Texas. With 24 years of experience in the securities industry, John provides personalized wealth strategies and financial solutions tailored to each client's risk tolerance, time horizon, and investment goals. He is dedicated to understanding his clients' priorities and helping them pursue their financial objectives, whether it's planning for retirement, saving for a home, or funding a child's education. John believes in building long-term relationships with his clients, regularly reviewing and adjusting their financial approach to reflect changes in their lives and the markets. As a Chartered Retirement Planning Counselor, John is qualified to offer comprehensive financial planning services to help clients achieve their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, John works with clients to develop customized investment strategies designed to address their financial needs. Whether you're looking to transfer wealth to the next generation or plan for future healthcare expenses, John is committed to helping you turn your financial goals into reality. Contact Merrill Lynch Financial Advisor John C Young to start building a personalized financial plan centered on your goals and priorities.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Donald Craig Fecel
● Closedlegal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Our team at Merrill Lynch Financial Advisor Donald Craig Fecel, located at 2800 Post Oak Boulevard in Houston, Texas, is dedicated to understanding your financial goals and priorities. We work with you to design and implement personalized plans to help manage investment risk and pursue your financial aspirations. Our approach focuses on solutions that can turn your goals into reality, whether you're planning for retirement, saving for a major purchase, or passing wealth to future generations. With access to the resources of Merrill and Bank of America, we develop strategies tailored to your needs.
2800 Post Oak Blvd Suite 2200, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Andres Swartz
● ClosedMerrill Lynch Financial Advisor Andres Swartz, located at 2800 Post Oak Boulevard in Houston, Texas, offers personalized financial advice and guidance to help you develop a customized financial strategy. With a focus on your goals, risk tolerance, and liquidity needs, Andres Swartz and his team at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. Whether you are an individual, family, entrepreneur, business owner, or corporate executive, Merrill Lynch Financial Advisor Andres Swartz can assist you in creating a financial plan that aligns with your unique circumstances and goals. From retirement planning to investment strategies, estate planning, and more, the team at Merrill Lynch is committed to helping you achieve financial success.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Amtec Leasing
● ClosedAmtec Leasing is a finance institution located at 11901 Toepperwein Road in Live Oak, Texas, United States. Specializing in leasing services, Amtec provides flexible and affordable financing options for individuals and businesses looking to acquire equipment or vehicles. With a commitment to customer satisfaction and competitive rates, Amtec Leasing is a trusted partner for all your leasing needs.
Toepperwein Office Park, Bldng. 9, Ste. 905, 11901 Toepperwein Rd, Live Oak, TX 78233, United States -
Merrill Lynch Financial Advisor Sean Gentry
● ClosedMerrill Lynch Financial Advisor Sean Gentry, located at 2800 Post Oak Boulevard in Houston, Texas, offers personalized and boutique-like financial services tailored to individual goals and priorities. Gentry, Masters & Associates, a team supported by Merrill's global resources, provides customized strategies for individuals and families to simplify their financial lives. Recognized by Forbes and Bank of America Corporation for exemplary client service, the team has been named to prestigious lists such as the "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors." With over $1.2 billion in assets under management, the team focuses on risk-adjusted performance and long-term goals, bringing warmth and compassion to wealth management. Sean Gentry's expertise and dedication have earned him recognition as a top advisor in the industry.
2800 Post Oak Blvd Suite 2200, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Jack Hansen
● ClosedMerrill 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.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor John P Donnelly
● ClosedMerrill Lynch Financial Advisor John P Donnelly is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution offers services such as Registered Senior Wealth Management Client Associate, personalized financial planning, investment strategies, and access to comprehensive financial solutions from Bank of America. The advisors at Merrill Lynch Wealth Management focus on understanding your goals, priorities, and financial situation to create a customized approach that reflects your unique needs. They believe in helping clients achieve their goals by providing personalized wealth management services and investment insights. With a focus on building strong client relationships and providing personalized advice, Merrill Lynch Financial Advisor John P Donnelly aims to help clients reach their financial goals and navigate the complexities of their financial lives.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Lucas Mendez
● ClosedMerrill Lynch Financial Advisor Lucas Mendez is a finance institution located at 2800 Post Oak Boulevard in Houston, Texas, United States. Following the deep-seated Merrill tradition of community involvement, Lucas Mendez volunteers with organizations in the community. Specializing in personalized financial planning through Merrill Personal Wealth Analysis™, Lucas and his team of talented individuals at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Lucas focuses on helping clients achieve their goals, whether it's planning for retirement, saving for a home, or funding a child's education. By using the Investment Personality Assessment, Lucas gains a deeper understanding of his clients' investing preferences to customize financial approaches that align with their goals. With access to Merrill's investment insights and banking solutions from Bank of America, Lucas helps clients manage, grow, and preserve their wealth for the future. By regularly reviewing and adjusting financial approaches based on clients' changing needs and goals, Lucas ensures that clients stay on track to achieve what matters most to them. Certified in multiple states and registered with the CFP Board, Lucas Mendez offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Feriz Halili
● ClosedMerrill Lynch Financial Advisor Feriz Halili, located at 2800 Post Oak Boulevard, Houston, Texas, United States, is a finance institution dedicated to providing comprehensive financial strategies for high-net-worth individuals and families. With thirteen years of experience in the financial services industry, Feriz Halili collaborates with clients to understand their priorities and goals, offering access to the investment insights of Merrill and banking convenience of Bank of America. From asset allocation to estate planning services, Feriz is committed to crafting strategies designed to help clients pursue desired outcomes and preserve their wealth for current and future generations. Feriz Halili believes in the importance of community involvement and volunteering, reflecting the deep-seated Merrill tradition of serving the communities they operate in. Through Merrill Personal Wealth Analysis™, clients can build and document personalized financial plans centered on their goals and aspirations. By starting with a conversation to identify and prioritize goals, Feriz focuses on understanding the evolving needs and priorities of clients, offering advice and guidance to help them achieve financial success.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Merrill Lynch Private Wealth Advisor Eduardo Speck
● ClosedMerrill Lynch Private Wealth Advisor Eduardo Speck is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. With a focus on providing personalized attention and customized services, our team of private wealth advisors are dedicated to helping you and your family navigate all aspects of your financial life. We offer industry-leading research and expert analysis to help you stay ahead and achieve your financial goals. Our private wealth advisors are rigorously trained to meet your specialized needs and build relationships based on trust and personalized service. Whether you are a business owner, executive, or multi-generational family, we work with a limited number of clients to provide highly personalized one-on-one service.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Becca Hoffer Brocato
● ClosedMerrill Lynch Financial Advisor Becca Hoffer Brocato is a finance institution located at 3700 North Capital of Texas Highway, Austin, Texas, United States. Supported by the global resources of Merrill, the team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities to create a financial strategy that reflects your unique needs and life plan. Whether you are looking to grow, preserve, or transfer wealth, the team is committed to helping you achieve your financial goals at every stage of life. By collaborating with you and gaining a comprehensive understanding of your goals and values, they can create a personalized plan to help you pursue your aspirations. The team at Merrill Lynch Wealth Management Advisors is dedicated to helping you navigate the financial complexities of life and build a customized investment approach to address your needs and goals. With access to the investment insights of Merrill and banking solutions from Bank of America, they can help you manage, grow, and preserve your wealth while considering the impact it can have for years to come. Let Merrill Lynch Financial Advisor Becca Hoffer Brocato help you achieve your financial goals and live your best financial life.
3700 N Capital of Texas Hwy #400, Austin, TX 78746, United States
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