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TOP 30 Estate planning for seniors in Houston, TX
17 results found
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Walnut Terrace Apartments
Walnut Terrace Apartments is a premier residential community located at 2801 Walnut Bend Lane in Houston, Texas. Nestled in a picturesque neighborhood, our apartments offer a perfect blend of comfort and style. With a range of spacious floor plans to choose from, each unit is thoughtfully designed with modern amenities and features to enhance your living experience. Residents can enjoy a variety of on-site facilities including a sparkling swimming pool, fitness center, and a beautifully landscaped courtyard. Conveniently located near shopping, dining, and entertainment options, Walnut Terrace Apartments is the ideal place to call home in Houston.
Mariposa at Ella Boulevard 55+ Apartment Homes
Mariposa at Ella Boulevard 55 Apartment Homes is a premier real estate agency located at 16354 Ella Boulevard in Houston, Texas. Our institution specializes in providing high-quality apartment homes for those aged 55 and over. Our community offers a range of amenities including spacious floor plans, modern appliances, and beautiful landscaping. Residents can enjoy a peaceful and comfortable living environment, with easy access to shopping, dining, and entertainment options in the vibrant city of Houston. Experience the best in senior living at Mariposa at Ella Boulevard 55 Apartment Homes.
Grove East Apartments
Grove East Apartments is a premier real estate agency located at 9300 North Sam Houston Parkway East in Humble, Texas. Our apartments offer luxurious living spaces with modern amenities, convenient location, and a friendly community atmosphere. With a variety of floor plans to choose from, residents can find the perfect home to suit their needs. Our professional staff is dedicated to providing exceptional service and ensuring a comfortable living experience for all tenants. Come experience the best in apartment living at Grove East Apartments.
Ivy Point Kingwood
Welcome to Ivy Point Kingwood, a premier senior living community located at 2302 Ladbrook Drive in Houston, Texas. Our real estate agency offers luxurious 55 apartments tailored for the next exciting phase of your life. With a variety of one and two-bedroom floor plans, each layout is meticulously designed to cater to your needs and lifestyle. Experience the vibrant essence of Ivy Point Kingwood, where you're at the center of it all! Situated just a stone's throw away from Humble, TX, our community is perfectly positioned amidst premier shopping hubs, delectable dining venues, and lush parks, creating an inviting atmosphere for residents. Embrace the active lifestyle with our engaging events, from grill and chill cookouts to line dancing parties, there's something for everyone here.
Lakecrest Village
Lakecrest Village is a premier senior living community located at 9393 Tidwell Road in Houston, Texas. Our facility offers a warm and welcoming environment for seniors looking to enjoy their golden years in comfort and style. With a range of amenities including spacious living accommodations, delicious dining options, and a variety of engaging activities, Lakecrest Village provides a vibrant and fulfilling lifestyle for our residents. Our dedicated staff is committed to providing personalized care and support to help seniors maintain their independence and live life to the fullest. Experience the best in senior living at Lakecrest Village.
Philadelphia Life Insurance
Philadelphia 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.
Holland Elder Law Firm
Holland Elder Law Firm is a reputable legal institution specializing in elder law, located at 2211 Norfolk Street in Houston, Texas. With a team of experienced lawyers, they provide expert guidance and support for seniors and their families in navigating complex legal matters such as estate planning, Medicaid planning, and long-term care planning. Dedicated to protecting the rights and interests of the elderly, Holland Elder Law Firm is a trusted resource for legal assistance in the United States.
Reverse America Advisors
Reverse America Advisors is a leading finance institution located at 5222 Cypress Creek Parkway in Houston, Texas. Our team of expert advisors specializes in reverse mortgage solutions, helping clients navigate the complex world of retirement planning and home equity management. With years of experience and a commitment to personalized service, Reverse America Advisors is dedicated to helping individuals make informed financial decisions that align with their unique goals and aspirations. Contact us today to learn more about how we can help you secure your financial future.
Adam Burden - Thrivent
Adam Burden - Thrivent is a finance institution located at 12807 Jones Road, Houston, Texas, United States. The institution is licensed in multiple states including CA, IL, OH, TX, WA, and WI. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with further planning engagements available through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Licensed agents and financial advisors provide insurance products, securities, and investment advisory services. Visit Thrivent.com for more information on their services and professional designations.
Hany H Ahmad - Financial Advisor, Ameriprise Financial Services, LLC
Hany H Ahmad is a financial advisor at Ameriprise Financial Services, LLC located at 757 North Eldridge Parkway, Houston, Texas, United States. Hany 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 Hany's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, investment strategies, and more. Hany is dedicated to providing comprehensive and specialized financial advice to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Whether you are looking for investment opportunities, insurance products, estate planning services, or guidance on financial and medical end-of-life needs, Hany H Ahmad is committed to helping you achieve your financial goals.
Eric Schneider - Financial Advisor, Ameriprise Financial Services, LLC
Eric Schneider is a Financial Advisor at Ameriprise Financial Services, LLC located at 10000 Memorial Drive, Houston, Texas, United States. Eric 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®. Eric specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. He is dedicated to upholding the highest ethical standards and staying updated on the latest investment strategies and opportunities. Contact Eric Schneider today for expert financial advice tailored to your specific needs and goals.
Crystal Garrett - Financial Advisor, Ameriprise Financial Services, LLC
Crystal Garrett is a Financial Advisor at Ameriprise Financial Services, LLC located at 11 Greenway Plaza, Houston, Texas, United States. Crystal holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Crystal is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Crystal's expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products ensures that clients receive tailored financial advice to meet their specific needs. With a commitment to professionalism and ethics, Crystal is a trusted partner in helping clients achieve their financial goals.
Merrill Lynch Financial Advisor Tommy Tullo
Merrill Lynch Financial Advisor Tommy Tullo is a senior financial advisor located at 800 Capitol Street in Houston, Texas. With a background in Neuroscience and years of experience with Merrill Lynch Wealth Management, Tommy takes a consultative approach to wealth management, focusing on the individual goals and needs of each client. He offers a wide range of customized recommendations including investment, insurance, retirement, and estate planning services. Tommy is also a specially qualified Portfolio Manager, providing personalized strategies for clients. Outside of work, Tommy is actively involved in philanthropic work and community service, volunteering for organizations such as NAMI Greater Houston and Friendswood Youth Baseball. With a passion for helping others achieve their financial goals, Tommy is dedicated to helping clients pursue their aspirations and manage their wealth effectively.
Ameriprise Financial: Statham Diane L
Ameriprise Financial: Statham Diane L is a finance institution located at 3050 Post Oak Boulevard in Houston, Texas, United States. Each Ameriprise advisor at this institution has "Top areas of focus" to help clients achieve their financial goals. You can review the backgrounds, credentials, and experience of the advisors to find one that aligns with your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will reach out to schedule a complimentary initial consultation. Take the first step towards securing your financial future by contacting Ameriprise Financial: Statham Diane L today.
Merrill Lynch Private Wealth Advisor Craig Lambert Massey
Merrill Lynch Private Wealth Advisor Craig Lambert Massey, located at 800 Capitol Street in Houston, Texas, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth. With specialized services from Merrill and banking and lending capabilities from Bank of America, the institution is dedicated to meeting the unique needs of affluent families, entrepreneurs, executives, and business owners. Craig Massey, a seasoned wealth management professional, leads The Massey Schmidt Harper Group and works closely with clients to develop tailored strategies that integrate various components of significant wealth, such as estate planning and retirement strategies. With a strong background in finance and a commitment to personalized service, Craig has been recognized by Barron's Magazine for his expertise in financial advising.
Bank of America Private Client Advisor Michael E Rogala
Bank of America Private Client Advisor Michael E Rogala, located at 800 Capitol Street in Houston, Texas, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank. With over 25 years of financial experience, Michael leads a team of specialists dedicated to designing and delivering customized wealth management strategies for ultra-high-net-worth clients. They offer services such as investment management, asset preservation, tax minimization, trust and estate planning, and more. Michael and his team prioritize transparency, personalized service, and collaboration with external advisors to help clients achieve their financial goals. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, using a personalized approach and resources to meet the financial objectives of individuals, families, businesses, and institutions. They strive to provide disciplined financial strategies and innovative solutions in a constantly evolving financial landscape. Important notice: By visiting the Bank of America Private Bank's website, you may be directed to FINRA’S BrokerCheck for further information. Please consult your legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
John Bunch - Financial Advisor, Ameriprise Financial Services, LLC
John Bunch - Financial Advisor, Ameriprise Financial Services, LLC, located at 4501 Magnolia Cove Drive, Houston, Texas, United States, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, John Bunch is equipped to assist individuals with asset management, retirement planning, estate planning, and investment strategies. Additionally, John Bunch is trained in behavioral finance and specializes in working with seniors and those planning for retirement. With a commitment to excellence and a focus on client needs, John Bunch is dedicated to providing personalized financial advice and solutions.
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