TOP 30 Educational finance management in Houston, Texas

178 results found

CAPTRUST, located at 1001 McKinney Street in Houston, Texas, is a finance institution dedicated to providing thoughtful financial and investment advice to a variety of clients. Our team of advisors in Houston brings years of expertise and extensive resources to offer services such as committee education, donor development, OCIO services, performance reporting, and investment management for nonprofit clients. Whether you need wealth planning, portfolio management, family governance assistance, or other financial services, our advisors are ready to help. We support employer organizations with fiduciary partnerships, plan design optimization, financial wellness programs, and more. Founded on a commitment to neutrality and excellence, our Houston location exemplifies these values in everything we do. Contact our Houston office to learn how we can help you achieve financial success, whether you are a high-net-worth individual, a corporation seeking advice on employee retirement plans, or a nonprofit looking to maximize value for endowments and foundations. Stay informed with our team's market insights, financial planning strategies, and upcoming webinars on industry topics. Join us for our next webinar on Quarterly Industry Insights for Hospitals & Healthcare Systems to learn more about fiduciary liability and how nonprofits can navigate volatility. CAPTRUST is here to support you on your financial journey.

Merrill Lynch Financial Advisor Vidal H. Ramirez II is a finance institution located at 800 Capitol Street, Houston, Texas, United States. They believe in starting every relationship with a conversation to identify and prioritize your goals. Whether you're planning for retirement, saving for a home, or funding education, they listen to your needs and customize a financial approach to help you achieve what matters most to you. The Malonson / Ramirez Team offers wealth management services to high-net-worth individuals, providing investment management, wealth management, banking, life insurance, tax minimization, and wealth transfer strategies. With access to Merrill's investment insights and Bank of America's banking solutions, they work to develop an approach tailored to your financial needs. The team is committed to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ helps create a personalized plan centered on your goals. They understand that life and financial markets change, and aim to keep you on track to achieve your goals. By getting to know you personally, they create a financial approach reflecting your personality and priorities. Certified by various financial planning organizations, they provide personalized investment strategies and comprehensive financial solutions. Whether you have big questions or small moments, they are there to guide you along your financial journey.

INF Solutions, LLC is a finance institution located at 2040 North Loop West in Houston, Texas, United States. We specialize in providing innovative financial solutions to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through a variety of services such as investment management, financial planning, and risk management. With a commitment to excellence and customer satisfaction, INF Solutions, LLC is the trusted partner for all your financial needs.

Merrill Lynch Financial Advisor David Smith is a reputable finance institution located at 800 Capitol Street in Houston, Texas, United States. David Smith has been a Financial Advisor since 2015, starting at Credit Suisse before joining the TSPN team. He is dedicated to guiding and teaching clients about the complexities of their financial lives and crafting customized approaches for each individual. David holds a bachelor's degree in Business Administration and French from Austin College and is actively involved in mentoring high school students through YoungLife. As a member of the Merrill Lynch Wealth Management team, David focuses on building personalized plans centered on clients' goals and priorities. Through in-depth conversations and detailed planning, he helps clients navigate through financial decisions and stay on track to achieve their aspirations. With access to investment insights from Merrill and banking solutions from Bank of America, David works with clients to address their financial needs and pursue their goals. Whether it's planning for retirement, saving for a home, or funding a child's education, David is committed to helping clients make informed decisions and turn their financial goals into reality. With a focus on understanding clients' personalities and priorities, David offers tailored advice and solutions to help them achieve their financial objectives. Trust Merrill Lynch Financial Advisor David Smith to provide personalized investment strategies and comprehensive financial solutions to help you live your best financial life.

Elevate My Scores is a premier finance institution located at 10101 Southwest Freeway in Houston, Texas, United States. Our dedicated team of experts is committed to helping individuals improve their credit scores and financial health. Whether you are looking to increase your credit score for a major purchase or simply want to better manage your finances, Elevate My Scores is here to help. With personalized strategies and guidance, we empower our clients to achieve their financial goals and elevate their credit scores to new heights. Contact us today to learn more about our services and how we can assist you on your journey to financial success.

White Rhino Financial is a premier finance institution located at 3040 Post Oak Boulevard in Houston, Texas. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth preservation, White Rhino Financial is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, White Rhino Financial is the trusted partner for all your financial needs. Visit us today to learn more about how we can help you secure a brighter financial future.

Merrill Lynch Financial Advisor John Taphorn is a trusted finance institution located at 600 Rockmead Drive in Houston, Texas, United States. Specializing in providing personalized financial advice and investment strategies, John Taphorn and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Merrill Lynch Financial Advisor John Taphorn is a reliable partner for individuals seeking expert financial guidance.

Raymond James & Associates is a finance institution located at 1001 Fannin Street in Houston, Texas, United States. They offer a wide range of financial services including investment banking, wealth management, and financial planning. With a team of experienced professionals, Raymond James & Associates is committed to providing personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your investment portfolio or plan for retirement, Raymond James & Associates can provide the expertise and guidance you need.

Merrill Lynch Financial Advisor Suzette H Tejeda, located at 800 Capitol Street, Houston, Texas, United States, is dedicated to understanding your values and helping you achieve your financial goals. With over 20 years of experience in the financial services industry, Suzette Tejeda offers a comprehensive approach tailored to each client's needs. She holds FINRA Series 7, 63, and 66 registrations and specializes in investment and income needs, long term care, and life insurance planning. At Merrill Lynch Wealth Management, your financial advisor focuses on your family, goals, and priorities, adapting to changes over time. Through personalized conversations, we develop a financial approach that aligns with your aspirations and helps you pursue your long-term financial goals. The team utilizes the Merrill Personal Wealth Analysis™ to create a customized plan centered on your objectives.

Axel Ford is a prestigious institution located in Houston, Texas, United States. Specializing in accounting and finance, Axel Ford offers top-notch education and training in the field of financial management. With a dedicated faculty and state-of-the-art facilities, students at Axel Ford receive a comprehensive and hands-on learning experience that prepares them for successful careers in the finance industry. Whether you are looking to start a career in accounting or enhance your financial skills, Axel Ford is the perfect institution to help you achieve your goals.

Merrill Lynch Financial Advisor Margaret E Kirby is a dedicated Wealth Management Advisor located at 800 Capitol Street in Houston, Texas. Margaret focuses on providing total wealth management solutions for personal and business finances, foundations, and endowments based on each client's individual needs and goals. With over 20 years of experience in the financial services industry, Margaret holds prestigious designations such as Certified Investment Management Analyst® (CIMA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®). She has a defined process for working with clients, ensuring a personalized approach to help them achieve their financial objectives. Margaret is actively involved in charitable organizations in the Houston area and has received the Merrill Lifetime Community Achievement Award. As a Merrill Lynch Wealth Management Advisor, Margaret offers personalized advice and specialized investment services to help clients navigate their financial journey. Whether you are planning for retirement, saving for a home, or funding your child's education, Margaret is committed to helping you reach your goals and secure your financial future. Contact Margaret Kirby for a personalized financial plan tailored to your unique needs and priorities.

Edward Jones - Financial Advisor: Jesse L Anglin, AAMS™ is a reputable financial institution located at 17171 Park Row Drive in Houston, Texas, United States. Specializing in finance, they offer personalized and comprehensive financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Jesse L Anglin, AAMS™ is committed to helping clients secure their financial future.

Peter C Goudeau Jr - Ameriprise Financial Services, LLC is a finance institution located at 16420 Park Ten Place in Houston, Texas, United States. The institution offers a range of certifications and designations for financial professionals, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications cover topics such as asset management, estate planning, retirement planning, and investment strategies. The institution also offers training in areas such as behavioral finance, philanthropy, annuities, and divorce financial analysis. The goal of the institution is to provide comprehensive and specialized financial services to individuals, families, and businesses.

Edward Jones - Financial Advisor: Anne Martin is a reputable accounting and finance institution located at 18338 Kingsland Boulevard in Houston, Texas, United States. Anne Martin is a trusted financial advisor who provides personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Anne Martin offers expert advice on investments, retirement planning, insurance, and estate planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Anne Martin is dedicated to helping you secure a stable financial future.

Edward Jones - Financial Advisor: Ken Parker, AAMS™, is a trusted institution located at 8711 Highway 6 North in Houston, Texas. As a finance institution, Ken Parker offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Ken Parker provides expert guidance and recommendations tailored to each individual's unique financial situation. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Ken Parker, AAMS™, is dedicated to helping you secure a stable financial future.

Alex Linder - Thrivent is a finance institution located at 12807 Jones Road, Houston, Texas, United States. With licenses in multiple states including CA, CO, FL, IA, LA, MO, OH, OR, PA, TX, VA, WA, WI, and WV, Thrivent is dedicated to providing financial advice, investments, insurance, banking, and generosity programs to help individuals and families achieve financial security and clarity. As a Financial Professional with over 20 years of experience, we work with clients to develop comprehensive financial plans that align with their goals and values. Through collaboration and education, we aim to ensure that our clients feel confident in their financial decisions for themselves and future generations. Thrivent does not provide legal, accounting, or tax advice, but offers a Financial Planning Framework and Dedicated Planning Services to assist clients in achieving their financial goals. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products, securities, and investment advisory services through licensed financial advisors. For more information on professional designations and services offered, visit Thrivent.com.

Edward Jones - Financial Advisor: Pedro A Navarrete is a reputable finance institution located at 13100 Wortham Center Drive in Houston, Texas, United States. Pedro A Navarrete is a dedicated financial advisor who 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, Edward Jones - Financial Advisor: Pedro A Navarrete is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Pedro A Navarrete can provide expert guidance and tailored solutions to meet your needs. Contact him today to schedule a consultation and take the first step towards financial security.

Edward Jones - Financial Advisor: Simon J Tanner, CFP® is a reputable finance institution located at 11750 Katy Freeway in Houston, Texas, United States. Simon J Tanner, a Certified Financial Planner, provides expert financial advice and services to clients looking to secure their financial future. With a focus on personalized solutions and long-term financial planning, clients can trust Edward Jones to help them achieve their financial goals. Whether you are saving for retirement, planning for your children's education, or investing for the future, Simon J Tanner and his team are dedicated to helping you navigate the complexities of the financial world with confidence.

Merrill Lynch Financial Advisor Faheem Khwaja is a trusted finance institution located at 15375 Memorial Drive, Houston, Texas, United States. As a Merrill Lynch Wealth Management financial advisor, Faheem focuses on establishing trust and connecting all aspects of his client’s financial lives to help them achieve their most important goals. With a focus on understanding risk tolerance and financial needs, Faheem utilizes a wealth planning tool with a probabilistic model to track and accomplish specific financial objectives. His ultimate goal is to help clients secure their retirement, make large purchases, or fund their children's education. Faheem believes that his client’s success is his success, and he is dedicated to aligning their interests and working together towards achieving financial goals. With professional certifications such as Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®), Faheem is committed to providing top-notch service and expertise to his clients. Additionally, he actively participates in community service efforts to make a positive impact on those in need. Trust, confidentiality, and privacy are top priorities for Faheem and his team, ensuring that each client receives personalized and comprehensive financial planning solutions tailored to their individual needs. Contact Faheem Khwaja for expert financial advice and personalized wealth management strategies.

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.

D-Edward Jones - Financial Advisor is a reputable finance institution located at 5630 North Eldridge Parkway in Houston, Texas, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and sound financial planning. Whether you are looking to grow your wealth, save for retirement, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Trust D-Edward Jones - Financial Advisor to help you secure a bright financial future.

First Command Financial Advisor - Shaune Sanders is a finance institution located at 10700 Richmond Avenue, Houston, Texas, United States. This institution offers financial services to clients on a voluntary basis, with no direct or indirect compensation provided for testimonials. The experiences shared by clients may vary and are not a guarantee of future success. First Command Financial Advisor - Shaune Sanders is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.

Pete Goudeau III is a Financial Advisor at Ameriprise Financial Services, LLC located at 757 North Eldridge Parkway in Houston, Texas, United States. Pete Goudeau III 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®, CFP®, 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 Pete Goudeau III's expertise in asset management, estate planning, retirement planning, investment strategies, and financial planning for various client needs. Pete Goudeau III is dedicated to providing comprehensive and specialized financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Carl Vincent - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11757 Katy Freeway, Houston, Texas, United States. The institution offers a range of certifications and designations such as 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, estate planning, investment management, and specialized services for specific client needs such as veterans and individuals with special needs. The institution is dedicated to providing comprehensive and personalized financial advice to help individuals and businesses achieve their financial goals.

Pinnaclereach Wealth Advisors - Ameriprise Financial Services, LLC, located at 10375 Richmond Avenue in Houston, Texas, is a finance institution that focuses on helping clients achieve their financial goals. With a team of experienced advisors, they offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goal achievement. Clients have convenient access to their investments and accounts from any device, ensuring transparency and security. The institution also offers complimentary initial consultations to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states, and clients can find additional information on their personal website or through FINRA's BrokerCheck. Privacy and security are a top priority, with strict rules and regulations in place to protect client information. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and they are committed to helping friends and family members achieve their financial goals.

Joseph Lee Silva is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 10375 Richmond Avenue in Houston, 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in providing comprehensive financial planning services to individuals and families. Joseph Lee Silva specializes in asset management, retirement planning, estate planning, investment strategies, and insurance products. His commitment to ethical practices and continuing education ensures that he can effectively address the diverse financial needs of his clients.

Brad Walkoviak is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 11757 Katy Freeway in Houston, Texas, United States. He holds various certifications such as 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®, CFP®, 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 his expertise in asset management, estate planning, retirement planning, investment management, and financial planning for individuals, retirees, small business owners, and high net worth clients. Brad Walkoviak is committed to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals and secure their financial future.

Millennium Financial Group is a leading finance institution located at 2800 South Dairy Ashford Road in Houston, Texas, United States. With a strong reputation for providing top-notch financial services, Millennium Financial Group is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our team of experienced professionals is here to provide expert guidance and support. Visit Millennium Financial Group today to discover how we can help you secure a prosperous financial future.

Merrill Lynch Financial Advisor Thanh Thi Nguyen is a finance institution located at 5775 North Sam Houston Parkway West, Houston, Texas, United States. Thanh Thi Nguyen, a Senior Financial Advisor, has been in the financial services industry since 2015. She specializes in helping clients develop personalized wealth management strategies to meet their individual needs. Thanh is committed to actively participating in the community and volunteers with local organizations. At Merrill Lynch Wealth Management, Thanh focuses on understanding her clients' priorities, goals, and family dynamics to create tailored financial plans. By utilizing the Merrill Personal Wealth Analysis™ tool, she can help clients document their personalized plans centered on their aspirations and desired outcomes. Thanh believes in a comprehensive approach to managing wealth, incorporating investment insights from Merrill and banking solutions from Bank of America.

Merrill Lynch Financial Advisor Henry Matula is a finance institution located at 5775 North Sam Houston Parkway West, Houston, Texas, United States. Henry Matula, CFP, Senior Vice President, Wealth Management Advisor, Portfolio Manager, has extensive experience in sophisticated wealth management strategies. As a Board CERTIFIED FINANCIAL PLANNER™ professional, Henry takes a holistic approach to asset and liability management. He is a graduate of the University of Houston’s C. T. Bauer School of Business and has completed the Executive Education Program at the University of Pennsylvania’s Wharton School. Henry and his wife Tanya live in Houston and enjoy spending time with their two sons. As part of the Merrill Investment Advisory® Program, Henry has the flexibility to make thoughtful changes to a client's portfolio if the client chooses to give him that discretionary option. Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on goals and objectives. The institution offers personalized investment strategies and comprehensive financial solutions to help clients pursue their goals. Henry Matula is registered to do business in multiple states and is committed to helping clients achieve their financial goals through personalized planning and investment strategies.