Estate planning for business owners in 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 -
Trilogy Financial Planning
● ClosedTrilogy Financial Planning is a leading finance institution located at 6090 Surety Drive in El Paso, Texas. With a team of experienced financial advisors, Trilogy specializes in providing comprehensive financial planning services to help clients achieve their financial goals and secure their future. Whether you are planning for retirement, saving for education, or investing for the future, Trilogy Financial Planning is dedicated to providing personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards financial success.
6090 Surety Dr Suite 210, El Paso, TX 79905, United States -
Advanced Planning Inc
● ClosedAdvanced Planning Inc is a leading finance and insurance agency located at 566 Kimball Avenue in Southlake, Texas. With a team of experienced professionals, we provide comprehensive financial planning services and insurance solutions tailored to meet our clients' individual needs. Whether you are looking to secure your financial future, protect your assets, or plan for retirement, our experts are here to help you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.
566 Kimball Ave, Southlake, TX 76092, United States -
Benold Financial Planning
● ClosedBenold Financial Planning is a leading institution located at 130 North Preston Road in Prosper, 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. With a focus on helping our clients achieve their financial goals, we provide personalized and comprehensive strategies to secure their financial future.
130 N Preston Rd, Prosper, TX 75078, United States -
Right Decision Financial Planning
● ClosedRight Decision Financial Planning, located at 7043 Terrece Ridge in Katy, Texas, has been providing independent fiduciary investment services since 2002. As a Registered Investment Adviser (RIA), we are held to the highest standard of client care, always putting our client's interests first and fully disclosing any potential conflicts of interest. Unlike traditional advisors, we do not directly hold customer funds or securities, instead, the client's assets are held at their chosen custodian for safekeeping. Our services include investment advisory and financial planning, with a focus on structuring prudent fiduciary processes around planning and investment management. We monitor our clients' progress on an ongoing basis and meet with them at least annually to discuss their financial goals. We work with most major custodians, offering our clients the flexibility to choose the custodian that best suits their needs.
7043 Terrace Ridge, Katy, TX 77494, 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 -
Timothy Fleming, MBA - Endurance Financial Planning, LLC
● ClosedTimothy 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.
1525 Lakeville Dr Suite 135, Kingwood Area, TX 77339, United States -
Capasso Planning Partners
● ClosedCapasso Planning Partners is a leading financial institution located at 9600 Great Hills Trail in Austin, Texas. Our team of expert financial planners is dedicated to helping clients achieve their financial goals through personalized and comprehensive financial planning services. With a focus on building long-term relationships based on trust and integrity, Capasso Planning Partners is committed to providing the highest level of service and expertise to our clients. Contact us today to learn more about how we can help you plan for a secure financial future.
9600 Great Hills Trl Suite 150W, Austin, TX 78759, United States -
Green & Deckert LLC Personal Financial Planning
● ClosedGreen & Deckert LLC Personal Financial Planning is a reputable finance institution located at 601 Main Street in Lubbock, Texas, United States. Our team of experienced financial professionals is dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic investment management. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, our experts are here to provide you with comprehensive financial guidance and support. Trust Green & Deckert LLC Personal Financial Planning to help you secure a stable and prosperous financial future.
601 Main St, Lubbock, TX 79401, United States -
Planned Success Financial Service
● ClosedPlanned Success Financial Service is a premier finance institution located at 4532 Fern Valley Drive in Fort Worth, Texas, United States. Our dedicated team of financial experts is committed to helping our clients achieve their financial goals and plan for a successful future. We offer a wide range of financial services including investment planning, retirement planning, wealth management, and more. With personalized attention and tailored solutions, we strive to provide our clients with the tools and resources they need to secure their financial well-being. Trust Planned Success Financial Service to guide you towards a prosperous and secure financial future.
4532 Fern Valley Dr, Fort Worth, TX 76244, United States -
Absolute Financial Planning
● ClosedAbsolute Financial Planning is a leading finance institution located at 1015 Beecave Woods Drive in Austin, Texas. Our team of experienced financial advisors are dedicated to providing personalized financial planning services to help clients achieve their goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for your children's education, our experts are here to help you every step of the way. Trust Absolute Financial Planning to provide you with the guidance and expertise you need to make informed financial decisions.
1015 Beecave Woods Dr #201, Austin, TX 78746, United States -
Lee Ann Penick - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLee Ann Penick is a Financial Advisor at Ameriprise Financial Services, LLC located at 8820 Business Park Drive in Austin, Texas, United States. Lee Ann 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®. Lee Ann specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Lee Ann is dedicated to upholding the highest ethical standards and staying current on the latest investment strategies and financial planning techniques. Contact Lee Ann Penick at Ameriprise Financial Services, LLC for expert advice on asset management, investment opportunities, estate planning, insurance products, and more.
8820 Business Park Dr Ste 100, Austin, TX 78759, United States -
Prospera Financial Services Inc
● ClosedProspera Financial Services Inc is a finance institution located at 5429 Lyndon B Johnson Freeway in Dallas, Texas. They offer a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. With a team of experienced professionals, Prospera Financial Services Inc is dedicated to helping their clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Prospera Financial Services Inc can provide you with personalized solutions tailored to your specific needs.
5429 Lyndon B Johnson Fwy # 750, Dallas, TX 75240, 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 -
THE LAW OFFICE TU NGUYEN, PLLC
● ClosedTHE LAW OFFICE TU NGUYEN, PLLC is a lawyer institution located in Dallas, Texas, United States. With over a decade of experience in landlord tenant management, they offer flat rates and quality legal representation for small portfolio rental owners. They also provide estate planning services tailored to your assets and goals, including living trusts, wills, and power of attorney documents. Additionally, they work with small businesses and startups to increase profits, protect assets, manage employees, and minimize the risk of costly litigation. No matter the size of your legal matter, they aim to provide affordable and knowledgeable service to the community. Visit their website for more information, but please note that no attorney-client relationship is established through the website.
6440 N Central Expy Ste 900-G, Dallas, TX 75206, United States -
Haven at Westgreen Apartments
● ClosedHaven at Westgreen Apartments is a premier real estate agency located at 510 Westgreen Boulevard in Katy, Texas, United States. Adara, the owner of the institution, offers an exceptional standard of living for residents in a clean and inviting environment. With a portfolio of apartment communities across the country, Adara is a trusted expert in leasing properties. Experience the luxury and convenience of living at Haven at Westgreen Apartments.
510 Westgreen Blvd, Katy, TX 77450, United States -
New York Life
● OpenNew York Life is an insurance agency located at 600 South Tyler Street in Amarillo, Texas, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to individual needs and budgets. Additionally, they provide options for investing policy cash value in the market, paying for assistance with everyday tasks, replacing lost income due to illness or injury, professionally managed investments, and guidance for creating investment strategies and estate plans. New York Life also offers insurance for employees, executives, business owners, and small businesses, as well as charitable giving and support for bereavement, education, workplace initiatives, and local communities. With over 12,000 agents nationwide, New York Life is committed to providing best-in-class products and solutions that adapt to changing needs, uphold values of diversity and responsibility, and contribute to making the world a better place. Their mission is to help individuals, families, and communities thrive by providing personalized financial solutions and support.
600 S Tyler St Suite 2401, Amarillo, TX 79101, United States -
New York Life
● OpenNew York Life is an insurance agency located at 1001 South Bell Street, Big Spring, Texas, United States. We offer permanent policies with guaranteed death benefits and cash value that grows over time, highly customizable long-term coverage, and the ability to invest policy cash value in the market. Our services include helping to pay for everyday tasks, replacing lost income due to sickness or injury, and professionally managed investments with potential market gains. We provide guidance on creating investment strategies, setting up estate plans, and offering insurance solutions for employees, executives, and business owners. With over 12,000 agents nationwide, we tailor flexible solutions to meet your needs and budget. Our commitment to diversity, responsibility, and service has earned us recognition as an industry leader. We strive to make a positive impact through charitable giving, community engagement, and supporting families in need. Join us in creating a better world for all.
1001 S Bell St, Big Spring, TX 79720, United States -
New York Life
● OpenNew York Life, located at 1605 East Del Mar Boulevard in Laredo, Texas, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. With a focus on long-term coverage that can be customized to fit your needs and budget, New York Life also provides the option to invest policy cash value in the market. The institution offers expert guidance on creating investment strategies, estate planning, and various insurance options for individuals, businesses, and employees. With a diverse and welcoming workplace, New York Life is committed to making a positive impact on communities through charitable giving and volunteer efforts. As the largest mutual insurer in the U.S., New York Life has a strong financial track record and remains dedicated to fulfilling promises to policy owners for over 175 years. Whether you're just starting to plan for your financial future or need assistance with complex situations, New York Life's agents are ready to provide tailored solutions to meet your needs and goals. With a mission to help individuals, families, and communities thrive, New York Life is a trusted partner in securing your financial future.
1605 E Del Mar Blvd #113, Laredo, TX 78041, United States -
New York Life
● ClosedNew York Life, located at 522 South Texas Boulevard in Weslaco, Texas, is an insurance agency offering permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are customizable to fit your needs and budget, with the ability to invest policy cash value in the market. The institution provides support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with market gains potential. They offer guidance on creating investment strategies, estate planning, and insurance options for employees, executives, and small business owners. With a diverse and welcoming workplace, New York Life has been recognized as an industry leader for over 175 years, upholding values of diversity, responsibility, and service. Their mission is to make the world a better place through financial security, community engagement, and charitable giving. With a workforce that reflects the communities they serve, New York Life is dedicated to helping families prosper and thrive.
522 S Texas Blvd # 116, Weslaco, TX 78596, United States -
Legacy Protection Insurance
● ClosedLegacy Protection Insurance is a reputable insurance agency located at 1208 South Farm to Market 51 in Decatur, Texas, United States. We specialize in providing a wide range of insurance solutions to protect your legacy and ensure peace of mind for you and your loved ones. Our experienced agents are dedicated to helping you find the right coverage tailored to your specific needs. Whether you are looking for life insurance, home insurance, auto insurance, or any other type of insurance, we are here to assist you every step of the way. Trust Legacy Protection Insurance to safeguard your future and provide you with the security you deserve.
1208 S FM 51 Suite L, Decatur, TX 76234, United States -
New York Life
● OpenNew York Life, located at 200 Palo Pinto Street in Weatherford, Texas, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They provide support for everyday tasks, lost income due to sickness or injury, and offer professionally managed investments with potential market gains. With expertise in creating investment strategies and estate planning, New York Life aims to protect your legacy and help you plan for future financial needs. Additionally, they offer insurance solutions for employees, executives, business owners, and small businesses, with a focus on providing personalized and flexible options. With a commitment to giving back to communities, New York Life is dedicated to making a positive impact through charitable giving and volunteer efforts. Their mission is to help individuals, families, and communities thrive, with a diverse and welcoming workplace culture. As the largest mutual insurer in the U.S., New York Life has a long history of financial stability and accountability to policy owners. They offer resources and tools to help you prepare for the future and provide support for bereavement, education, workplace initiatives, and more. With a focus on responsible investing and community engagement, New York Life is dedicated to doing good and making the world a better place.
200 Palo Pinto St, Weatherford, TX 76086, United States -
Bluestone Financial: Financial Advisor
● ClosedBluestone Financial is a trusted financial advisor located at 4004 Ridge Trail in Brownsville, Texas. Our experienced team provides expert guidance and personalized financial planning services to help clients achieve their financial goals. As a finance and insurance agency, we offer a wide range of services including investment advice, retirement planning, insurance solutions, and more. Whether you are looking to build wealth, protect your assets, or plan for the future, Bluestone Financial is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
4004 Ridge Trail, Brownsville, TX 78520, 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 -
Southerland & Associates
● ClosedSoutherland & Associates is a leading insurance agency and lawyer in Austin, Texas, United States. With the motto "We Do Everything Under the Sun with Your Best Interest at Heart,” we strive to provide our clients with the best insurance coverage for all their personal and business needs. Our comprehensive selection of insurance products and services includes Life Insurance, Annuities, CD Alternatives, Banking & Mortgage Services, and more. At Southerland & Associates, we understand the importance of financial planning and risk management. Our team of experts offers guidance on Group & Individual Retirement Plans, Life Insurance, Senior Planning, Mortgages, and more. We work closely with our clients to develop tailored strategies that help them achieve their financial goals.
5424 W HWY 290, Suite #209, Austin, TX 78735, United States -
Reliable Life Insurance
● OpenReliable Life Insurance is a trusted insurance agency located at 5225 South Loop 289 in Lubbock, Texas. We specialize in providing reliable life insurance coverage to our clients, ensuring their loved ones are financially protected in times of need. Our dedicated team of insurance professionals is committed to serving our community with integrity and expertise. Contact us today to learn more about our customizable insurance solutions and how we can help secure your family's future.
5225 S Loop 289 STE 101, Lubbock, TX 79424, United States -
Universal Fidelity Life Insurance
● OpenUniversal Fidelity Life Insurance is a reputable insurance agency located at 8212 Ithaca Avenue in Lubbock, Texas, United States. With a commitment to providing top-notch life insurance policies to protect individuals and families, Universal Fidelity Life Insurance offers a range of coverage options tailored to meet the specific needs of each client. Whether you are looking for term life insurance, whole life insurance, or other types of coverage, their experienced agents are dedicated to helping you find the right policy to secure your financial future. Trust Universal Fidelity Life Insurance to provide reliable and affordable insurance solutions for peace of mind.
8212 Ithaca Ave UNIT A, Lubbock, TX 79423, United States -
American General Life Insurance: Jenny Verkamp
● ClosedAmerican General Life Insurance: Jenny Verkamp is a reputable insurance agency located at 804 Cedar Avenue in Idalou, Texas, United States. Specializing in life insurance, they provide personalized and comprehensive coverage options for individuals and families. With a focus on customer service and expert advice, Jenny Verkamp and her team strive to help clients secure their financial future and protect their loved ones. Whether you are looking for term life, whole life, or universal life insurance, American General Life Insurance is committed to finding the right policy to meet your needs. Contact them today for a consultation and start planning for tomorrow.
804 Cedar Ave, Idalou, TX 79329, United States
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List of local businesses, places and services in Texas
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