Estate and tax planning services in San Antonio, Texas
111 results found
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Latina Notary and Tax Service
● ClosedLatina Notary and Tax Service is a reputable institution located at 2815 Pecan Valley Drive in San Antonio, Texas. Specializing in accounting and finance services, they provide expert notary services and tax assistance to individuals and businesses in the area. With a focus on personalized and efficient service, their experienced team is dedicated to helping clients navigate the complexities of financial matters with ease. Whether you need assistance with tax preparation, notarization, or other financial services, Latina Notary and Tax Service is here to help. Visit them today to experience their professional and reliable services.
2815 Pecan Valley Dr, San Antonio, TX 78210, United States -
M&M Tax Law & Paralegal Services, LLC
● ClosedM&M Tax Law & Paralegal Services, LLC is a professional institution specializing in accounting and finance services. Located in San Antonio, Texas, United States, our team of experienced professionals is dedicated to providing expert tax law and paralegal services to our clients. Whether you need assistance with tax preparation, financial planning, or legal documentation, our team is here to help. Visit us at 2700 Northeast Interstate 410 Loop to learn more about how we can assist you with your accounting and finance needs.
2700 NE Interstate 410 Loop Suite 320, San Antonio, TX 78217, United States -
Estate Sales By K&D, LLC
● OpenEstate Sales By K&D, LLC is a finance institution located at 611 Diamond Falls, San Antonio, Texas, United States. Due to Covid19 regulations, wearing a mask is recommended at all sales, with hand sanitizer provided and social distancing encouraged. Specializing in selling the contents of complete homes, luxury estates, antiques, collectibles, furniture, fine art, coins, fine jewelry, automobiles, and more, Estate Sales By K&D, LLC conducts 2 to 3 day sales depending on the estate size. Cash offers can be made for estates with insufficient items for a sale. They handle all advertising, signage, and directions, aiming to sell everything for top dollar and leave the house clean. When the time comes to liquidate an estate, Estate Sales By K&D, LLC offers a hassle-free compassionate service to maximize revenue. They provide organizing, staging, and selling of items in a professional manner. With experience and knowledge, they clean, organize, display, research, price, advertise, and sell estate contents, providing all staff and necessary equipment. Unsold items are boxed up for donation, with coordination for pick up by local charities and tax donation receipts provided. The house is left clean at the sale's close, with optional trash removal and house cleaning services available. Clients are not required to do anything, as the team ensures every item is properly analyzed and valued. Contact them at 210-350-4309 or 210-350-4946, or email estatesalesbykandd@gmail.com for a free consultation and successful estate sale plan. Look forward to upcoming sales with Katy and Debbie at Estate Sales By K&D, LLC.
611 Diamond Falls, San Antonio, TX 78251, United States -
Aleman Financial Services
● ClosedAleman Financial Services is a leading institution located in San Antonio, Texas, specializing in accounting, finance, and insurance services. Our experienced team is dedicated to providing clients with personalized and comprehensive financial solutions to help them achieve their goals. Whether you need assistance with tax preparation, investment planning, or insurance coverage, our experts are here to guide you every step of the way. Visit us at 5539 Enrique M. Barrera Parkway to learn more about how Aleman Financial Services can help secure your financial future.
5539 Enrique M. Barrera Pkwy Suite #201, San Antonio, TX 78227, United States -
Kelm Financial Services Inc
● OpenKelm Financial Services Inc. is a Certified, Independent Fiduciary located at 2139 Northwest Military Highway in San Antonio, Texas. Since 1987, Chris and his team have been helping clients improve their financial outcomes by minimizing taxes, maximizing assets, and reducing expenses, taxation, and risk. Specializing in tax bracket planning and other financial strategies, Kelm Financial Services is dedicated to helping clients protect and grow their hard-earned assets. With a focus on integrity and transparency, clients can trust that Kelm Financial Services will always have their best interests in mind.
2139 NW Military Hwy, San Antonio, TX 78213, United States -
IPX1031 - Investment Property Exchange Services, Inc.
● ClosedIPX1031 - Investment Property Exchange Services, Inc. is a finance and real estate agency located at 2915 West Bitters Road in San Antonio, Texas, United States. Specializing in 1031 exchange transactions, IPX1031 helps clients defer capital gains tax on the sale of investment properties by reinvesting in like-kind properties. With a team of experienced professionals, IPX1031 provides expert guidance and support throughout the exchange process, ensuring a seamless and successful transaction for their clients.
2915 W Bitters Rd Suite 301, San Antonio, TX 78248, United States -
Hoppes and Associates
● OpenHoppes and Associates is a financial institution located at 900 Isom Road in San Antonio, Texas, United States. Our Texas office is situated at Suite 104, where we offer a range of financial services to our clients. Please note that the information provided by Hoppes & Associates is not intended to be specific legal or tax advice. Our guarantees are backed by the financial strength of the issuing company, and we do not provide tax or legal advice ourselves. We recommend consulting with your tax advisor or attorney for personalized guidance. The information provided by Hoppes and Associates is for informational purposes only and should not be relied upon for financial, legal, or insurance decisions. We are not liable for any reliance placed on this information. Please use this information at your own risk. Hoppes and Associates Financial cannot guarantee the performance of any investment or insurance product. Our advisors may receive commissions on the sale of insurance products.
900 Isom Rd, San Antonio, TX 78216, United States -
Sullivan Financial Services
● ClosedSullivan Financial Services is a reputable accounting and finance institution located at 7402 Castle Throne Drive in San Antonio, Texas, United States. With a team of experienced professionals, Sullivan Financial Services offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Clients can trust Sullivan Financial Services to provide reliable and personalized financial solutions to help them achieve their financial goals.
7402 Castle Throne Dr, San Antonio, TX 78218, United States -
Jerry Muldowney - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJerry Muldowney - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 3522 Paesanos Parkway, San Antonio, Texas, United States. Jerry Muldowney 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 asset management, estate planning, retirement planning, investment management, and financial planning for various client needs. Jerry Muldowney is dedicated to providing comprehensive financial services to individuals, retirees, small business owners, and high net worth clients, with a focus on ethical practices and advanced knowledge in the field of finance.
3522 Paesanos Pkwy Ste 303, San Antonio, TX 78231, United States -
Howard M Skillrud - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedHoward M Skillrud is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 8000 Interstate 10 in San Antonio, Texas. With a variety of certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Howard M Skillrud is well-equipped to provide expert financial advice to individuals and small business owners. Specializing in asset management, retirement planning, estate planning, and investment strategies, Howard M Skillrud offers comprehensive financial services to help clients achieve their financial goals. Whether you are looking for advice on fixed-rate and variable annuities, planning for retirement, or managing your investments, Howard M Skillrud has the knowledge and expertise to guide you through the complex world of finance. With a commitment to ethics and professionalism, Howard M Skillrud is dedicated to providing top-notch financial advisory services to clients in the San Antonio area.
8000 I-10 Ste 1513, San Antonio, TX 78230, United States -
Kent L Copeland - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKent L Copeland is a financial advisor at Ameriprise Financial Services, LLC located at 2161 Northwest Military Highway in San Antonio, Texas, United States. Kent L Copeland holds several 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®. Kent L Copeland specializes in asset management, retirement planning, estate planning, investment opportunities, insurance products, and financial planning for retirees and small business owners. With a commitment to ethical standards and ongoing education, Kent L Copeland provides comprehensive financial services tailored to individual needs.
2161 NW Military Hwy Ste 204, San Antonio, TX 78213, United States -
Skillrud & Associates - Ameriprise Financial Services, LLC
● ClosedSkillrud & Associates - Ameriprise Financial Services, LLC is a finance institution located at 8000 Interstate 10 in San Antonio, Texas, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution offers complimentary initial consultations to discuss financial planning concepts. Ameriprise financial advisors are registered in certain U.S. states. The institution cannot guarantee future financial results. Clients can refer friends and family members to help them achieve their financial goals. Skillrud & Associates - Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Visit their website for more information on privacy, security, and important disclosures.
8000 I-10 Ste 100, San Antonio, TX 78230, United States -
Anthony Garcia - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAnthony Garcia is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1314 East Sonterra Boulevard in San Antonio, Texas, United States. Anthony 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®. With expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more, Anthony Garcia is dedicated to providing comprehensive financial services to individuals and small business owners. Whether you are planning for retirement, managing your investments, or navigating the complexities of divorce or estate planning, Anthony Garcia is here to help guide you through every step of the financial planning process.
1314 E Sonterra Blvd Bldg 4 Ste 401, San Antonio, TX 78258, United States -
Sara Ortiz - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSara Ortiz, a Financial Advisor at Ameriprise Financial Services, LLC in San Antonio, Texas, offers a wide range of financial services to meet the needs of individuals and businesses. Sara holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating her expertise in asset management, estate planning, investment strategies, and retirement planning. Whether you are a retiree, small business owner, or high net worth client, Sara can provide personalized financial advice to help you achieve your goals. Contact Sara Ortiz today to schedule a consultation and take the first step towards securing your financial future.
1314 E Sonterra Blvd Bldg 4 Ste 401, San Antonio, TX 78258, United States -
Planto Roe Financial Services
● ClosedPlanto Roe Financial Services is a reputable finance and insurance agency located at 19230 Stonehue in San Antonio, Texas. With a commitment to providing superior financial services to individuals and businesses, our team of experienced professionals offers a wide range of financial solutions tailored to meet the unique needs of our clients. Whether you are looking for insurance coverage, investment advice, retirement planning, or wealth management services, Planto Roe Financial Services is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you in securing your financial future.
19230 Stonehue # 4200, San Antonio, TX 78258, United States -
John White - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenJohn White is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1314 East Sonterra Boulevard in San Antonio, Texas, United States. John holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications cover a wide range of financial planning and asset management topics, ensuring that John is well-equipped to assist individuals with their investment needs. With expertise in estate planning, retirement planning, investment strategies, and insurance products, John White is committed to providing personalized and comprehensive financial advice to his clients. Whether you are a retiree, small business owner, or high net worth individual, John can help you navigate the complexities of financial planning and achieve your financial goals.
1314 E Sonterra Blvd Bldg 4 Ste 401, San Antonio, TX 78258, United States -
David Wynn - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid Wynn is a financial advisor at Ameriprise Financial Services, LLC located at 1314 East Sonterra Boulevard in San Antonio, Texas, United States. David Wynn 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 David Wynn's expertise in various areas of financial planning, asset management, estate planning, retirement planning, and more. David Wynn is committed to providing high-quality financial advice and services to individuals, retirees, small business owners, high net worth clients, and those with specialized needs such as military personnel and families with special needs children. Contact David Wynn for expert financial guidance and support.
1314 E Sonterra Blvd bldg 4 ste 401, San Antonio, TX 78258, United States -
Grazulis Financial Services
● OpenGrazulis Financial Services is a reputable accounting and finance institution located at 5210 Tom Stafford Drive in San Antonio, Texas, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, we are here to assist you every step of the way. Trust Grazulis Financial Services for all your accounting and finance needs.
5210 Tom Stafford Dr, San Antonio, TX 78219, United States -
Alonso & Alonso Attorneys at Law, PLLC
● ClosedAlonso & Alonso Attorneys at Law, PLLC is a law firm located at 806 South Zarzamora Street, San Antonio, Texas, United States. We specialize in helping individuals with their legal needs, particularly in the area of immigration law. Our team is dedicated to providing personalized consultations to determine the best and most effective solution for each client's situation. We offer a range of services to help individuals achieve legal status in the United States without having to leave the country. Our clients have shared their success stories of finally being able to reunite with their families and fulfill their dreams of legal status in the US.
806 S Zarzamora St, San Antonio, TX 78207, United States -
DTD Law Firm, PLLC
● ClosedDTD Law Firm, PLLC is a reputable legal institution located at 2900 Mossrock in San Antonio, Texas. Specializing in various areas of law, the firm offers expert legal services to individuals and businesses alike. With a team of experienced and dedicated lawyers, DTD Law Firm, PLLC is committed to providing top-notch legal representation and guidance to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business dispute, the professionals at DTD Law Firm, PLLC are here to help. Contact them today to schedule a consultation and learn how they can assist you with your legal needs.
2900 Mossrock #230, San Antonio, TX 78230, United States -
Kim Tindall & Associates, LLC
● ClosedKim Tindall & Associates, LLC is a reputable financial consulting firm located at 16414 San Pedro Avenue in San Antonio, Texas. Our team of experienced professionals offers a wide range of financial services including investment planning, retirement planning, estate planning, and tax preparation. With a commitment to providing personalized and comprehensive financial solutions, we strive to help our clients achieve their long-term financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
16414 San Pedro Ave Suite 900, San Antonio, TX 78232, United States -
Legacy
● OpenLegacy is a renowned institution located at 11300 Roszell Street in San Antonio, Texas. With a commitment to excellence in education and community service, Legacy provides a nurturing environment for students to thrive and succeed. The institution offers a wide range of academic programs and extracurricular activities to help students reach their full potential. With a dedicated faculty and staff, Legacy ensures that each student receives personalized attention and support to achieve their goals. Whether you are looking for a quality education or a place to make a positive impact in the community, Legacy is the perfect institution for you.
11300 Roszell St, San Antonio, TX 78217, United States -
MAR Financial Group
● ClosedMAR Financial Group, located at 1534 West Contour Drive in San Antonio, Texas, is a top-rated insurance agency specializing in health and employee benefits. With over a decade of experience, MAR Insurance Group has been recognized as a leader in providing competitive insurance packages for small businesses in Texas. Their personalized service and top-notch education make them a trusted resource for businesses in Cotulla, Seguin, Austin, Boerne, Houston, and beyond. MAR Insurance Group offers a wide range of insurance solutions to protect businesses, employees, and personal assets.
1534 W Contour Dr #301, San Antonio, TX 78212, United States -
Jones Strong Financial LLC
● OpenJones Strong Financial LLC is a leading institution located at 1139 South WW White Road in San Antonio, Texas. We specialize in accounting, finance, and insurance services, catering to both individuals and businesses. Our range of services includes insurance, tax preparation and planning, notary services, real estate assistance, and credit education. At Jones Strong Financial LLC, we prioritize family values and strive for the success and legacy of our clients. We understand the importance of keeping your personal information safe and secure, which is why we are dedicated to building a strong and trustworthy relationship with each and every one of our clients.
1139 S WW White Rd c, San Antonio, TX 78220, United States -
St. Cloud & Donaldson
● OpenSt. Cloud & Donaldson is a bustling transit station located in San Antonio, Texas, United States. As a key hub for public transportation in the city, this station offers convenient access to various bus routes and commuter services. Whether you're commuting to work, heading to school, or exploring the city, St. Cloud & Donaldson provides a central location for seamless travel. With modern amenities, helpful staff, and a prime location, this transit station is a vital part of San Antonio's transportation network.
San Antonio, TX 78228, United States -
McCammon Law, P.C.
● ClosedMcCammon Law, P.C. is a well-established institution located at 138 Old San Antonio Road in Boerne, Texas, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch assistance to clients in need of expert financial and legal guidance. Whether you are seeking help with tax planning, estate planning, business transactions, or any other financial or legal matter, McCammon Law, P.C. is here to help. With a commitment to excellence and a track record of success, you can trust us to handle your financial and legal needs with care and precision. Contact us today to learn more about how we can assist you.
138 Old San Antonio Rd Suite 504, Boerne, TX 78006, United States -
Christian Financial Advisors
● OpenChristian Financial Advisors is a finance and legal institution located at 138 Old San Antonio Road in Boerne, Texas. Our team of dedicated professionals provides expert financial advice and legal services to individuals and businesses, with a focus on Christian values and principles. Whether you need assistance with investment planning, estate planning, tax preparation, or any other financial or legal matter, our experienced advisors are here to help. Trust Christian Financial Advisors to guide you towards a secure and prosperous financial future.
138 Old San Antonio Rd Suite 504, Boerne, TX 78006, United States -
Stormlex Law Group
● OpenStormlex Law Group is a reputable institution located at 3522 Paesanos Parkway in San Antonio, Texas, United States. Specializing in storm damage claims, the attorneys at Stormlex Law Group have a proven track record of successfully recovering damages for their clients who have suffered due to severe storms or fires. Residents in the South-Central area of the United States can rely on the expertise of Stormlex Law Group to represent them in various areas of property damage claims caused by storms. The attorneys at Stormlex Law Group are dedicated to advocating for their clients and ensuring that insurance companies do not undervalue, delay, or deny their property damage claims. With a deep understanding of Texas insurance claims law, the lawyers at Stormlex Law Group are well-equipped to handle the complexities of insurance claims processes and negotiate fair settlements on behalf of their clients.
3522 Paesanos Pkwy # 301, San Antonio, TX 78231, United States -
Albert Uresti Law Firm, PLLC
● OpenAlbert Uresti Law Firm, PLLC is a reputable legal institution located at 114 West Vestal Place in San Antonio, Texas, United States. Founded by Albert Uresti, a native of San Antonio, the firm specializes in providing expert legal services in various areas of law. Albert Uresti is a highly educated professional with a background in finance and marketing, having obtained his undergraduate degree from the University of Texas at Austin and his MBA from the University of Wisconsin – Madison. He later pursued his passion for law, earning his degree from St. Mary’s University School of Law in 2011. With years of experience and a dedication to serving his clients, Albert Uresti Law Firm, PLLC is committed to providing top-notch legal representation and guidance.
114 W Vestal Pl, San Antonio, TX 78221, United States -
Price & Martinez Law
● OpenPrice & Martinez Law is a prestigious law firm located in the heart of San Antonio, Texas. Our team of experienced lawyers is dedicated to providing high-quality legal representation in various areas of law including personal injury, criminal defense, family law, and more. With a commitment to excellence and a track record of success, Price & Martinez Law is the go-to choice for individuals in need of skilled and reliable legal services. Visit us at 405 South Presa Street to discuss your legal needs with our knowledgeable attorneys.
405 S Presa St, San Antonio, TX 78205, United States
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