Estate planning for business owners in Houston, Texas
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Texas Real Estate & Business Law Firm PLLC
● ClosedTexas Real Estate & Business Law Firm PLLC is a trusted legal institution located in Houston, Texas. Our team of experienced lawyers specializes in real estate and business law, providing top-notch legal services to our clients. Whether you are a homeowner, real estate investor, or business owner, our firm is dedicated to helping you navigate the complexities of the legal system. With a commitment to excellence and a track record of success, Texas Real Estate & Business Law Firm PLLC is your go-to destination for all your legal needs. Visit us at 1400 Broadfield Boulevard, Houston, Texas, United States to schedule a consultation with one of our skilled attorneys.
1400 Broadfield Blvd Ste 200, Houston, TX 77084, United States -
Real Estate CPA Firm
● ClosedReal Estate CPA Firm, located at 118 Vintage Park Boulevard in Houston, Texas, offers tax planning and advisory services for real estate professionals, investors, agents, and business owners. With a focus on helping real estate businesses reach their goals and maximize profits, the firm, led by Keisha L. Rondeno, CPA, provides expertise in tax planning, tax preparation, and business advisory specific to the real estate industry. By partnering with this CPA firm, clients can expect efficient reporting to manage expenses, reduce tax obligations, and ultimately keep more of their profits. Clients praise Keisha's patience and commitment to helping them understand the intricacies of their tax situations. Whether filing LLC taxes or seeking advice on rental properties, the firm provides fast, friendly service and clear explanations.
118 Vintage Park Blvd, Houston, TX 77070, United States -
WISE Financial Planning
● ClosedWISE 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.
3903 Bellaire Blvd Ste 115, Houston, TX 77025, United States -
New Heights Planning
● OpenNew Heights Planning is a premier financial institution located in the vibrant city of Houston, Texas. Situated at 540 Heights Boulevard, our experienced team of financial experts is dedicated to helping clients reach new heights of success through strategic financial planning. Whether you are looking to invest for the future, plan for retirement, or secure your financial legacy, our personalized approach and comprehensive services are designed to meet your unique needs. Trust New Heights Planning to guide you towards a secure and prosperous financial future.
540 Heights Blvd suite 207, Houston, TX 77007, United States -
Legacy Insurance Advisors, LLC
● ClosedLegacy Insurance Advisors, LLC is an Independent Insurance Agency located at 11111 Katy Freeway in Houston, Texas. We are aligned with top carriers in the industry, providing our clients in Texas, California, and Arizona with the best insurance options available. Our dedicated team of experts works together to ensure that you are fully protected at the best possible rate. We offer a wide range of insurance coverages for both personal and business needs, including Homeowners, Auto, Flood, Landlord, Personal Umbrella, Commercial Real Estate, General Liability, Builder's Risk, Business Owners Policy, and Workers Compensation. Contact Legacy Insurance Advisors today to save on your insurance costs and secure the right coverage for your needs in Texas.
11111 Katy Fwy Ste 840, Houston, TX 77079, United States -
Albert Diaz - Financial Professional
● ClosedAlbert Diaz - Financial Professional is a trusted institution located at 1980 Post Oak Boulevard in Houston, Texas. As a finance and insurance agency, we offer a wide range of services to help our clients achieve their financial goals and protect their assets. Our team of experts is dedicated to providing personalized solutions tailored to each individual's needs. Whether you are looking to invest for the future, plan for retirement, or secure your family's financial future, Albert Diaz - Financial Professional is here to help. Contact us today to schedule a consultation and take the first step towards financial security.
1980 Post Oak Blvd Suite 341, Houston, TX 77056, United States -
Philadelphia Life Insurance
● OpenPhiladelphia Life Insurance is a reputable insurance agency located at 3121 Buffalo Speedway in Houston, Texas. We specialize in providing a wide range of life insurance products to meet the needs of individuals and families. Our dedicated team of professionals is committed to helping our clients secure their financial future and protect their loved ones. With a focus on personalized service and competitive rates, Philadelphia Life Insurance is the go-to choice for reliable and trustworthy insurance coverage. Contact us today to learn more about our policies and how we can help you plan for tomorrow.
3121 Buffalo Speedway, Houston, TX 77098, United States -
Integrity Law Group PLLC
● ClosedIntegrity Law Group PLLC is a trusted law firm located at 5718 Westheimer Road in Houston, Texas. Specializing in real estate, estate planning, and business law, our team of experienced attorneys is dedicated to upholding the highest standards of integrity in all client interactions. Whether you are buying or selling property, planning for the future, or navigating legal issues as a business owner, Integrity Law Group is here to provide expert guidance tailored to your specific needs. Our commitment to protecting your interests and assets sets us apart, and our clients consistently praise our responsiveness, professionalism, and dedication to achieving favorable outcomes. Contact us today to see how Integrity Law Group can help you with your legal needs.
5718 Westheimer Rd Suite 1000-121, Houston, TX 77057, United States -
The Curley Law Firm, PLLC
● ClosedThe Curley Law Firm, PLLC, located in Houston, Texas, is dedicated to helping clients plan, preserve, and protect their businesses. Lead attorney Adam Curley brings extensive experience from his time at "big law" firms to provide top-notch legal services to small and medium-sized businesses and start-up entrepreneurs. Mr. Curley prioritizes building relationships with local professionals and legal authorities in Houston and surrounding areas. The firm offers a wide range of legal services, including business formation, development, conflict resolution, and estate planning. Clients can rely on the expertise of the Curley Law Firm to navigate complex legal issues and protect their intellectual property. By choosing the right business structure and following legal regulations, business owners can minimize personal liability and safeguard their assets.
201 W 16th St Suite A, Houston, TX 77008, United States -
Hal R. Gordon, Lawyer
● ClosedHal R. Gordon, Lawyer is a reputable institution located at 3272 Westheimer Road in Houston, Texas. Hal Gordon, a distinguished lawyer, graduated Phi Beta Kappa from the University of Texas in 1975 and obtained his law degree from the same university in 1978. With over 36 years of experience in property tax matters, Mr. Gordon specializes in protesting values on behalf of commercial and industrial property owners. He also represents Plaintiffs and Defendants in delinquent tax lawsuits, filing protests with the Harris County Appraisal District, appearing at informal hearings, and filing property tax lawsuits in District Court. Mr. Gordon works on a contingency fee basis and is known for cooperating with tax agents to ensure the best possible outcome for his clients. Notably, he recently won a lawsuit that will benefit taxpayers across Texas. Mr. Gordon was also recognized as a Top Lawyer in Houston in 2016 by his peers.
3272 Westheimer Rd #16, Houston, TX 77098, United States -
The Randolph Law Firm, PLLC
● ClosedThe Randolph Law Firm, PLLC, located at 800 Rockmead Drive in Houston, Texas, is a trusted institution specializing in estate planning, business law, real estate law, and probate/estate administration. Serving small and mid-sized businesses, business owners, and individuals, the firm also handles real estate litigation and contested probate/trust matters. The experienced team at The Randolph Law Firm is dedicated to providing top-notch legal services to clients in Kingwood, Houston, Humble, and Atascocita, ensuring their business law, estate planning, and real estate law needs are not only met but exceeded. With a focus on proper planning to prevent costly litigation, The Randolph Law Firm is your go-to for all Texas real estate, estate planning, probate, and business law needs.
Three Kingwood Place, 800 Rockmead Dr #163, Kingwood Area, TX 77339, United States -
Law Offices of GP Schoemakers, PLLC
● ClosedThe Law Offices of GP Schoemakers, PLLC, located at 1100 East Nasa Parkway in Houston, Texas, is a dedicated Texas Estate Planning and Probate lawyer firm. Our sole purpose is to protect your loved ones, assets, and legacy through personalized estate planning solutions. We are committed to understanding your unique situation and providing exceptional service to every client. At GP Schoemakers, PLLC, we stand out from other law firms for five key reasons. We specialize in helping clients avoid common mistakes made by successor trustees and offer guidance on how to prevent them. Additionally, we emphasize the emotional aspect of estate planning, recognizing the importance of addressing end-of-life decisions, incapacity, and family legacies.
1100 E NASA Pkwy #420j, Houston, TX 77058, United States -
Chapoton Sanders Scarborough, LLP
● OpenChapoton Sanders Scarborough, LLP is a reputable law firm located at 952 Echo Lane in Houston, Texas, United States. With a team of experienced attorneys, they provide a wide range of legal services to clients in the Houston area and beyond. Specializing in areas such as business law, real estate, estate planning, and litigation, the firm is known for their dedication to providing personalized and effective legal solutions. Whether you are a business owner, individual, or organization in need of legal representation, Chapoton Sanders Scarborough, LLP is committed to helping you navigate the complexities of the legal system with skill and expertise.
952 Echo Ln #380, Houston, TX 77024, United States -
The Cox Law Firm
● ClosedThe Cox Law Firm, located at 5300 Memorial Drive in Houston, Texas, is a reputable institution specializing in property tax litigation and delinquent tax disputes throughout the State of Texas. In addition to property tax matters, the firm also offers legal services for general real estate issues, business disputes, probate, and estate planning. The firm represents a variety of clients, including owners of office buildings, apartment complexes, retail centers, hospitals, golf courses, industrial facilities, and more. With a focus on delivering high-quality representation, The Cox Law Firm works with outside tax consultants to ensure the best possible outcome for their clients. Whether you are a property owner in need of tax assistance or a small to medium-sized business seeking legal counsel, The Cox Law Firm is dedicated to protecting your legal rights and achieving the best results for your case. Contact them at 713-862-7772 or email info@joelbryantlaw.com for more information.
5300 Memorial Dr #890, Houston, TX 77007, United States -
Baker Wealth Strategies
● ClosedBaker Wealth Strategies is a finance institution located at 13100 Wortham Center Drive in Houston, Texas, United States. Specializing in business ownership, individual and family wealth management, we view each client's financial situation as a unique puzzle to solve. Our mission is to educate, encourage, and engage our clients in their financial journey, instilling confidence and conviction along the way. With a team dedicated to building lasting and trusted relationships, we offer personalized guidance and advice to help clients navigate tax planning, financial growth, business succession, retirement, and estate planning. Our holistic approach ensures that each client's wealth strategy is tailored to their unique circumstances, whether they are business owners, entrepreneurs, or individuals with special needs or blended families.
13100 Wortham Center Dr 3rd floor, Houston, TX 77065, United States -
Avidian Wealth Solutions
● ClosedAvidian Wealth Solutions is a top-notch financial institution located at 800 Town and Country Boulevard in Houston, Texas. Specializing in accounting and finance, Avidian is dedicated to helping executives, entrepreneurs, and families maximize the potential of their hard-earned wealth. With a wealth of educational resources on current financial topics, Avidian offers comprehensive wealth management services customized to meet the unique needs of individuals, families, and businesses in Houston. Their experienced team provides tailored solutions to simplify your financial life and offer sound advice to help you reach your financial goals.
800 Town and Country Blvd #220, Houston, TX 77024, United States -
Merrill Lynch Financial Advisor Michael W Jerding
● ClosedMerrill Lynch Financial Advisor Michael W Jerding is a finance institution located at 5775 North Sam Houston Parkway West, Houston, Texas, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is committed to providing exemplary client service and building strong relationships based on trust and personalized service. The team, known as The Murgai, Jerding & Rao Wealth Management Group (MJRWM), has served a diverse clientele for decades, including top executives in the energy industry, physicians, business owners, and affluent individuals. They work collaboratively with clients and their other advisors to tailor financial and retirement strategies that align with tax-minimization and estate planning considerations. The team focuses on managing clients' assets with a long-term view, using Merrill Lynch Wealth Management models and outside thought leadership. They believe in creating value for client families by reviewing investments, evaluating liabilities, and providing input on Social Security and wealth transfer decisions. The team is dedicated to helping clients pursue their financial goals and aspirations, providing personalized financial approaches tailored to individual needs. Merrill Lynch Financial Advisor Michael W Jerding offers a range of services, including the Merrill Personal Wealth Analysis™ to help clients build and document a personalized financial plan. The team believes in staying connected with clients to discuss changes in their lives and financial goals, ensuring they stay on track to achieve what's most important to them. With a focus on understanding clients' priorities and personality, the team at Merrill Lynch Financial Advisor Michael W Jerding is committed to helping clients achieve their financial goals.
5775 North Sam Houston Pkwy W, Houston, TX 77086, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 15375 Memorial Drive in Houston, Texas, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch provides tailored financial strategies, retirement income planning, guidance on investments, and access to estate planning services. The institution is committed to client satisfaction and community outreach, supporting local charities and organizations. Merrill Lynch advisors are dedicated to understanding each client's goals and creating long-term financial strategies to help them achieve their objectives. With access to industry insights and resources, clients can trust Merrill Lynch to prioritize their interests and provide guidance through market fluctuations and life changes. Whether you're a seasoned advisor or looking to start a career in finance, Merrill Lynch offers professional training, mentoring, and technology to support your growth. With a focus on customized investment approaches and wealth management advice, Merrill Lynch is dedicated to helping clients pursue their financial goals. Please note that investing involves risk, and it's important to consult legal and tax advisors before making financial decisions. For more information about Merrill Lynch's services and disclosures, speak with your Merrill financial advisor.
15375 Memorial Dr, Houston, TX 77079, United States -
John McIntyre - RBC Wealth Management Financial Advisor
● ClosedJohn McIntyre - RBC Wealth Management Financial Advisor is a leading financial institution located at 1980 Post Oak Boulevard in Houston, Texas. As a trusted advisor, John McIntyre provides expert financial guidance and personalized wealth management solutions to clients in the United States. With a focus on building long-term relationships and delivering exceptional service, John McIntyre helps individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, John McIntyre - RBC Wealth Management Financial Advisor is dedicated to helping you make informed financial decisions and navigate the complexities of the financial world.
1980 Post Oak Blvd Suite 1630, Houston, TX 77056, United States -
Hood & House Inc
● ClosedHood & House Inc is a trusted institution located at 13231 Champion Forest Drive in Houston, Texas, United States. Specializing in accounting and finance, we are dedicated to providing expert tax services for individuals and small businesses in the Houston area. Our team of experienced tax strategists is committed to offering personalized solutions tailored to each client's unique needs. At Hood & House, we understand the stress that taxes can bring, which is why we offer a range of tax services designed to help realtors, real estate investors, and small businesses. Our goal is to make the tax process as simple and stress-free as possible for our clients.
13231 Champion Forest Dr Suite 311, Houston, TX 77069, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a financial institution located in Houston, Texas, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities. We offer financial strategies based on years of combined knowledge and experience, beyond just wealth planning advice. Our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. We are committed to client service and satisfaction, helping clients identify personal and professional goals to create financial strategies tailored to their long-term objectives.
5775 North Sam Houston Pkwy W, Houston, TX 77086, United States -
Tanglewood Legacy Advisors, LLC
● ClosedTanglewood Legacy Advisors, LLC is a boutique finance institution located at One Riverway Drive in Houston, Texas, United States. Specializing in Family CFO Services driven by stewardship and built on experience, we cater to Entrepreneurs and Family Stewards looking to understand their options for business exit strategies and wealth preservation. Our team of financial advocates and partners work closely with families to create customized action plans that address financial, tax, business, philanthropic, and estate planning needs. For Entrepreneurs and Business Owners, we offer expertise in Liquidity and Exit Planning, ensuring a smooth transition from Founder to asset management.
One Riverway Dr # 1550, Houston, TX 77056, United States -
Mavilian Financial Group
● ClosedMavilian Financial Group, located at 1980 Post Oak Boulevard in Houston, Texas, is a finance institution that believes in the importance of financial stewardship and preparing for critical financial events. With a focus on what matters most to their clients, they offer services such as the Quint Process™ to help navigate the complexities of financial planning as their clients' needs evolve. One of their specialties is working with attorneys, advisors, and business owners to provide forensic accounting services, helping to uncover and address financial issues that may arise. Additionally, they offer investment advisory services through Bayworth Capital, a registered investment advisor.
1980 Post Oak Blvd #100, Houston, TX 77056, United States -
Midtown Financial Group LLC
● OpenMidtown 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.
3355 W Alabama St, Houston, TX 77098, United States -
Skyward Financial
● ClosedSkyward 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.
4400 Post Oak Pkwy Suite 1460, Houston, TX 77027, United States -
Seren Wealth Advisors
● OpenSeren Wealth Advisors is a leading financial institution located at 4545 Post Oak Place Drive in Houston, Texas. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Seren Wealth Advisors is committed to providing expert guidance and exceptional service. Contact us today to schedule a consultation and take the first step towards securing your financial future.
4545 Post Oak Pl Dr, Houston, TX 77027, United States -
Merrill Lynch Financial Advisor Tyra Gibson
● ClosedMerrill Lynch Financial Advisor Tyra Gibson, located at 800 Capitol Street in Houston, Texas, United States, is a trusted institution in the finance industry. With over 10 years of experience, Tyra Gibson is dedicated to connecting clients and their families to global resources at the Firm. Specializing in private wealth advising and small business lending, Tyra can help business owners manage their finances and plan for the future through various strategies. With a Bachelor's degree in English from Spelman College and a Master's degree in Business Management from Wake Forest University, Tyra brings a wealth of knowledge to her clients. She is committed to understanding each client's unique goals and designing personalized plans to help them achieve financial success. Whether it's retirement planning, wealth management, or estate planning, Tyra works closely with her clients to develop strategies that align with their priorities. By utilizing the resources of Merrill Lynch and Bank of America, Tyra can offer comprehensive financial solutions tailored to each client's needs. With a focus on building long-term relationships, Tyra is dedicated to helping clients navigate life's financial challenges and changes. Through ongoing communication and regular reviews, Tyra ensures that her clients' financial approaches remain aligned with their evolving goals. As a Chartered Retirement Planning Counselor™, Tyra is well-equipped to guide clients through the complexities of retirement planning and investment management. With a commitment to personalized service and a deep understanding of each client's needs, Tyra Gibson is a reliable partner in helping individuals and families achieve their financial goals.
800 Capitol St, Houston, TX 77002, 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 -
Merrill Lynch Financial Advisor Matt Albright
● ClosedMerrill Lynch Financial Advisor Matt Albright, located at 3700 Buffalo Speedway in Houston, Texas, offers personalized wealth management and retirement plans to help individuals, families, and business owners achieve their financial goals. With a focus on understanding each client's unique needs and priorities, Matt takes a hands-on approach to financial guidance. By providing customized strategies in areas such as investments, cash flow, retirement planning, education funding, and estate planning, he helps clients stay on track towards their desired outcomes. With access to the resources of Merrill and Bank of America, Matt works closely with clients to develop comprehensive financial solutions tailored to their specific circumstances. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, Matt's goal is to help clients navigate the complexities of their financial lives with confidence and clarity. With a commitment to building long-term relationships and keeping clients informed and engaged, Merrill Lynch Financial Advisor Matt Albright is dedicated to helping individuals achieve their financial aspirations.
3700 Buffalo Speedway Suite 100, Houston, TX 77098, United States -
Rashaad & Associates
● ClosedRashaad & Associates is a reputable accounting and finance institution located at 2101 Crawford Street in Houston, Texas, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Rashaad & Associates can assist you with all of your accounting and finance needs.
2101 Crawford St #303, Houston, TX 77002, United States
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