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TOP 30 Educational institution insurance in Texas
424 results found
Search for local businesses, places and services near you
Invest Titan
Invest Titan is a finance institution located at 5757 Flewellen Oaks Lane in Fulshear, Texas, United States. We specialize in providing detailed and custom investment solutions to help you understand and grow your assets for today and the future. Our services include business consulting on retirement plans, performance analysis for real estate investments, and guidance on protecting your wealth through insurance solutions. At Invest Titan, we offer Target Date, Asset Allocation, and Core Menu Models with IPS Screened Underlying Holdings for your 401k using our Matrix Model Toolkit. Our team of financial planning and wealth management professionals has over 20 years of experience in helping clients achieve their financial goals and create equitable and diverse solutions that align with their personal lifestyle.
Future Financial Solutions
Welcome to Future Financial Solutions, located at 1846 Snake River Road in Katy, Texas, United States. As a finance institution, we specialize in helping individuals protect and grow their nest eggs for a successful retirement. At Future Financial Solutions, we understand the importance of securing your savings for the future. Our team is dedicated to providing you with the information and strategies needed to ensure your financial stability in retirement. Whether you attend one of our educational seminars or schedule a one-on-one meeting with us, we will guide you in making informed decisions about your financial future.
Bayou City Financial Advisors
Bayou City Financial Advisors is a finance institution located at 1400 Broadfield Boulevard in Houston, Texas, United States. Our team is dedicated to helping you achieve your dream retirement by creating personalized financial strategies. Founded by Jeff Musgrove, a native Texan with a background in firefighting and insurance, our firm specializes in retirement planning and investment advisory services. We believe in taking the time to educate and guide our clients through the retirement process, ensuring that their financial goals are met. Whether you are looking to plan your retirement income or build a personalized financial strategy, we are here to help. Contact us at 832-321-5861 or email [email protected] for more information. Please note that Bayou City Financial Advisors is not affiliated with the U.S. government or any governmental agency.
HUB International
HUB International is a finance institution located at 9731 Wortham Boulevard in Houston, Texas, United States. Specializing in Retirement/Wealth Management, HUB International offers a range of services including institutional investment consulting, participant services, executive benefits, financial planning, and private wealth management. In March 2019, HUB International acquired Peak Financial Group, LLC, expanding its client services across the State of Texas and beyond. The institution's national team of Retirement and Private Wealth Advisors, Relationship Managers, Investment Analysts, and Home Office Support Staff work together to manage fiduciary risk, analyze investment options, and provide streamlined service solutions for plan sponsors and their employees.
SOS - Securing, Optimizing, & Satisfying Your Retirement Goals
SOS - Securing, Optimizing, & Satisfying Your Retirement Goals is a finance institution located at 990 Village Square Drive, Tomball, Texas, United States. At SOS, we offer personalized retirement planning services to help you achieve your ideal retirement lifestyle. By using the SOS plan, we analyze your current financial situation and create a customized strategy to meet your unique retirement goals. We also provide educational seminars on retirement income strategies and legacy planning. As an independent financial services firm, we use a variety of insurance products to tailor a retirement strategy that suits your individual needs and objectives. Please note that any references to protection benefits or income streams on our website pertain only to fixed insurance products, not securities or investment advisory products. Our goal is to provide you with accurate and comprehensive information to assist you in making informed financial decisions. Contact us today to schedule a meeting and start planning for a secure and satisfying retirement.
NEXT Financial Group, Inc.
NEXT Financial Group, Inc. is a leading finance institution located at 11740 Katy Freeway in Houston, Texas, United States. As a full-service financial firm, we provide a wide range of investment and wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and tailored solutions to meet the unique needs of each individual or business. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, NEXT Financial Group, Inc. is here to help you every step of the way. Contact us today to learn more about how we can assist you in securing your financial future.
Koinonia Financial
Koinonia Financial is a finance institution located at 8505 Technology Forest Place in The Woodlands, Texas, United States. Our dedicated team of financial advisors provides exceptional service to clients in The Woodlands, TX. Built upon Christian principles, our foundation is centered around trust built through relationships. We strive to be good stewards of God's wealth and aim to establish meaningful, long-lasting relationships with our clients. Our services include tax efficiency, risk management, investment management, financial planning, education savings plans, retirement planning, insurance plans, and more. We do not have account minimums and meet with clients regularly to ensure their financial well-being.
Jonathan Born - Thrivent
Jonathan Born - Thrivent is a finance institution located at 8777 West Rayford Road in The Woodlands, Texas, United States. They are licensed in multiple states, including AL, AR, AZ, CA, CO, GA, HI, IN, LA, MA, MI, MO, NC, NJ, NY, OK, PA, TN, TX, VA, and WA. The institution offers financial planning services through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent does not provide legal, accounting, or tax advice, and recommends consulting with a professional in those areas. They are the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on their services and professional designations, visit their website or FINRA’s Broker Check.
Penney Financial, LLC
Penney Financial, LLC is a finance institution located at 800 Town and Country Boulevard in Houston, Texas, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Penney Financial, LLC can help you reach your financial objectives.
Carson Wealth
Carson Wealth, located at 1780 Hughes Landing Boulevard in The Woodlands, Texas, specializes in portfolio construction, retirement planning, and generational planning. The financial advisors in Houston offer a hands-on client experience with a family focus. Services include comprehensive financial planning, investment management, insurance analysis, trust services, lending services, and financial education for children and grandchildren. Their goal is to make complex financial matters simple for you and your family. The institution offers Carson Private Client Services, which includes direct access to portfolio managers, regular meetings with your CPA and attorney, and a focus on passing wealth to future generations successfully. With a focus on helping Millennials navigate the largest intergenerational wealth transfer in history, the team at Carson Wealth is dedicated to helping clients plan for the future.
Merrill Edge
Merrill Edge is a finance institution located at 7500 Fondren Road in Houston, Texas, United States. They offer online investing, trading, brokerage, and financial advice services. Clients can get started with Merrill Guided Investing and pay $0 in program fees for the first 6 months. It is important to note that investing in securities carries risks and there is always the potential of losing money. Merrill also offers a broad range of brokerage, investment advisory, and other financial services. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a subsidiary of Bank of America Corporation. Additional information about the services offered by Merrill Edge can be found in their Client Relationship Summary.
First Harbor Group LLC
First Harbor Group LLC is a finance institution located at 9525 Katy Freeway in Houston, Texas. We specialize in providing financial expertise and guidance for employee benefits, retirement plans, and individual financial planning. Our team is dedicated to putting our clients on the path to financial success, offering securities through Kestra Investment Services, LLC and investment advisory services through Kestra Advisory Services, LLC. Elizabeth Ramsey, our Benefits Coordinator, brings a wealth of knowledge and dedication to our team. With a bachelor's degree from the University of Houston, Elizabeth is committed to building solid relationships with clients and providing exceptional service. Rosie Orozco, our Operations Coordinator and Office Administrator, ensures that our office runs smoothly and efficiently, promoting a positive and high-performance culture.
Tucker Financial LLC
Tucker Financial LLC is a reputable accounting and finance institution located at 2600 South Loop West in Houston, Texas, United States. With a team of experienced professionals, Tucker Financial LLC offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Clients can trust Tucker Financial LLC to provide expert advice and guidance to help them achieve their financial goals.
WISE Financial Planning
WISE Financial Planning is a leading finance institution located at 3903 Bellaire Boulevard in Houston, Texas. Our team of experienced financial planners are dedicated to providing personalized and comprehensive financial services to help our clients achieve their goals. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, we are here to guide you every step of the way. At WISE Financial Planning, we believe in empowering our clients to make wise financial decisions that will secure their financial future. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
Midtown Financial Group LLC
Midtown Financial Group LLC is a finance institution located in the heart of Houston, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help. Visit us at 3355 West Alabama Street to see how Midtown Financial Group LLC can help you achieve your financial goals.
Skyward Financial
Skyward Financial is a leading finance institution located at 4400 Post Oak Parkway in Houston, Texas. With a strong focus on providing top-notch financial services to individuals and businesses, Skyward Financial offers a wide range of products and solutions tailored to meet the diverse needs of its clients. Whether you're looking for investment advice, wealth management services, or assistance with loans and mortgages, our team of experienced professionals is here to help you navigate the complex world of finance. Trust Skyward Financial to help you reach new heights with your financial goals.
Merrill Lynch Financial Advisor Vidal H. Ramirez II
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.
Timothy Fleming, MBA - Endurance Financial Planning, LLC
Timothy Fleming, MBA - Endurance Financial Planning, LLC is a finance institution located at 1525 Lakeville Drive in Texas, United States. Specializing in providing expert financial planning services, Timothy Fleming and his team offer personalized solutions to help clients achieve their financial goals and secure their financial future. With a focus on endurance and long-term success, this institution is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.
Wealth Solutions
Wealth Solutions is a finance institution located at 13501 Galleria Circle, Austin, Texas, United States. Led by Richard Blair, who comes from a family of educators, Wealth Solutions aims to educate and empower individuals to optimize their financial plans and investments. The institution follows a Three Pillars Approach to Financial Planning, focusing on retirement readiness and helping clients pursue their financial goals. They offer informational seminars on retirement income strategies and wealth management to help individuals take control of their financial future. By determining your Risk Number and customizing investment and insurance products to suit your needs, Wealth Solutions helps create retirement strategies tailored to each individual. An independent financial services firm registered with the State of Texas, Wealth Solutions offers advisory services and insurance products through licensed agents. They emphasize the importance of education, risk management, and long-term financial planning to help clients secure a more fortified future.
ClearVista Financial
ClearVista Financial is a finance institution located in Austin, Texas, United States. Our team of advisors helps clients with retirement planning based on biblical, financial principles. We aim to build long-term relationships with our clients and provide guidance on investments, financial planning, and insurance needs. Our mission is to teach stewardship and investment principles that improve financial well-being. We offer a variety of financial services tailored to each client's unique situation. Securities are offered through Cambridge Investment Research, Inc., and advisory services are offered through Cambridge Investment Research Advisors, Inc. We are committed to financial education and providing biblically-wise advisement to help clients achieve their financial goals and spend life well.
Capitol Wealth Strategies
Capitol Wealth Strategies is a finance institution located at 901 South MoPac Expressway in Austin, Texas. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, Capitol Wealth Strategies is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Benold Financial Planning
Benold Financial Planning is a finance institution located at 116 West 8th Street in Georgetown, Texas, United States. Specializing in financial planning for physicians and healthcare professionals, our services include cash flow analysis, retirement planning, investment planning, insurance needs analysis, college education planning, small business planning, and estate plan analysis. Trust Benold Financial Planning to help you achieve your financial goals and secure your future.
Guardian Financial Wealth Management
Guardian Financial Wealth Management, located at 3309 Forest Creek Drive, Round Rock, Texas, is a finance institution dedicated to providing security and peace of mind in retirement. They specialize in creating income plans to ensure guaranteed increasing income for you and your family throughout retirement, while also eliminating unnecessary portfolio risks. Their goal is to help you reduce income tax liability and create tax-free income whenever possible. They also offer smart healthcare options to offset potential financial risks in retirement. Guardian Financial Wealth Management ensures a smooth transition for your loved ones and beneficiaries. Brian Winterowd provides insurance services through Guardian, separate from his role as an investment advisor representative of Portfolio Medics. Investment advisory services are offered through Portfolio Medics, and Guardian Financial Wealth Management is a licensed insurance agency. Please consult legal or tax professionals for specific advice regarding your individual situation. This institution aims to educate and provide general information, not serve as a solicitation for security transactions.
Austin First Financial
Austin First Financial is a finance institution located at 1502 West Avenue in Austin, Texas, United States. Founded in 1997 by President Scott Campbell, the institution is dedicated to helping clients achieve their retirement goals through personalized financial planning. The team of qualified professionals at Austin First Financial offers a customized process to meet each client's unique financial goals, focusing on taxes, income, retirement, health, and estate planning. With a commitment to serving the Austin community, Austin First Financial provides top-notch client communication and evidence-based investment principles to help clients navigate the complexities of retirement planning. The institution also offers educational resources and white papers on various retirement planning topics. Insurance products are offered through Austin First Financial's insurance business, while investment advisory services are provided through AE Wealth Management, LLC. The institution's dedication to client success has earned it recognition, including the "Best Of" award from the Austin American Statesman and the Five Star Wealth Manager award. Contact Austin First Financial to start your financial journey towards a secure retirement.
Edward Jones - Financial Advisor: Kevin D Knight, CFP®
Edward Jones - Financial Advisor: Kevin D Knight, CFP® is a reputable finance institution located at 117 East 4th Street in Hereford, Texas, United States. Specializing in personalized financial planning and wealth management services, Kevin D Knight, a Certified Financial Planner, is dedicated to helping his clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families secure their financial future. Visit our office today to start planning for tomorrow.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 4010 82nd Street in Lubbock, Texas, United States. They offer a wide range of financial services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Raymond James Financial Services can provide the expertise and guidance you need to make informed financial decisions.
Focus Family Counseling
Focus Family Counseling is a comprehensive counseling practice located in Katy, Texas, dedicated to providing therapy services for individuals, couples, and families. Owned by Elizabeth Forman, a highly experienced therapist with a background in education, the institution offers a range of counseling services for all age groups. Elizabeth utilizes a systems approach to therapy, focusing on unifying families, improving communication, and fostering harmony in the home. From parent coaching to teen counseling, she is committed to providing collaborative care for her clients. Anxiety disorders, compulsive disorders, relationship issues, and other mental health concerns are addressed through various therapeutic approaches such as cognitive behavior therapy (CBT), solution-focused brief therapy (SFBT), dialectical behavior therapy (DBT), and more. Elizabeth believes in empowering clients to find solutions to their problems and works closely with them to achieve positive outcomes.
Mara Thornberg Counseling
Mara Thornberg Counseling is a health institution located at 5910 Courtyard Drive, Austin, Texas, United States. The institution offers online therapy services to teens and adults in the states of Montana and Texas. Mara Thornberg, MA, LPC, LCPC, the psychotherapist, aims to provide a safe, non-judgmental space for individuals to address general well-being and issues resulting from trauma, abuse, neglect, grief, depression, anxiety, and other adverse life circumstances. The counseling sessions incorporate a client-centered, holistic approach that focuses on both psychological and physiological impacts of life experiences. Mara Thornberg Counseling also offers Eye Movement Desensitization Reprocessing (EMDR) to help individuals work through adverse and traumatic memories. The institution accepts various insurance providers including Aetna, Blue Cross Blue Shield, Cigna, United Health Care, and more. The initial appointment is designed to gather information about the client and their background, while also educating them about the services available and their rights as a client.
Midwest Finance
Midwest Finance is a reputable financial institution located at 1724 Avenue M in Hondo, Texas. We specialize in providing a wide range of financial services to individuals and businesses in the United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized solutions and expert advice. Whether you need assistance with loans, investments, or financial planning, Midwest Finance is here to help. Visit us today to learn more about how we can assist you with your financial needs.
Midwest Finance
Midwest Finance is a reputable financial institution located at 626 East King Avenue in Kingsville, Texas. Our team of experienced professionals is committed to providing top-notch financial services to our clients. Whether you are looking for personal loans, mortgages, or investment advice, we have the expertise to help you achieve your financial goals. Visit us today to learn more about how Midwest Finance can support your financial needs.
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