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TOP 30 Estate planning in Texas
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Alex Swisher - Financial Advisor, Ameriprise Financial Services, LLC
Alex Swisher is a financial advisor at Ameriprise Financial Services, LLC, located at 3200 Southwest Freeway in Houston, Texas, United States. Alex holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications cover a wide range of financial planning topics, from asset management to estate planning, retirement planning, and investment strategies. Alex is also trained in behavioral finance and holds designations such as CAP®, CAS®, CASL®, and CDFA. With expertise in areas such as fixed-rate and variable annuities, retirement planning, and exit planning, Alex is dedicated to providing comprehensive and personalized financial advice to clients. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for divorce or special needs, Alex Swisher is equipped to help you navigate your financial future with confidence.
Merrill Lynch Financial Advisor Jack Hansen
Merrill Lynch Financial Advisor Jack Hansen, located at 2800 Post Oak Boulevard, Houston, Texas, United States, is dedicated to understanding you and what matters most to you. With a personalized approach, the institution helps design and implement a plan to help you pursue your financial goals while managing investment risk. By focusing on potential solutions to turn your goals into reality, the institution aims to help you manage, grow, and preserve your wealth today and for the future. The experienced team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, they can develop a plan centered on your goals and what you want to achieve. By staying in touch and revisiting your financial approach as your life and goals change, the team aims to help you achieve what's most important to you.
Rashonner Lillie - Private Wealth Advisor, Ameriprise Financial Services, LLC
Rashonner Lillie - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 5151 San Felipe Street, Houston, Texas, United States. The institution offers a range of certifications and designations 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 cover a wide range of financial planning topics such as asset management, estate planning, retirement planning, investment strategies, and more. The advisors at Rashonner Lillie are highly trained and dedicated to providing expert financial advice to their clients, including veterans and military personnel.
Thalia Christy Savvidis - Financial Advisor, Ameriprise Financial Services, LLC
Thalia Christy Savvidis is a Financial Advisor at Ameriprise Financial Services, LLC located at 5151 San Felipe Street, Houston, Texas, United States. Thalia 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Thalia specializes in providing comprehensive financial planning services to individuals and businesses, with expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Thalia is dedicated to upholding the highest ethical standards and continuing education to best serve her clients in achieving their financial goals.
Richard Brent Dvorak - Private Wealth Advisor, Ameriprise Financial Services, LLC
Richard Brent Dvorak, Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 24 Waterway Avenue in The Woodlands, Texas, offers a range of financial services to meet the needs of individuals and businesses. Richard 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 Richard's expertise in asset management, retirement planning, estate planning, and more. Whether you are a retiree, small business owner, high net worth individual, or military veteran, Richard Brent Dvorak can provide personalized financial advice to help you achieve your goals.
Edward Jones - Financial Advisor: Cindy Jones, CFP®
Edward Jones - Financial Advisor: Cindy Jones, CFP® is a reputable finance institution located at 2435 East Broadway Street in Pearland, Texas, United States. Specializing in financial planning and investment management, Cindy Jones, a Certified Financial Planner, offers personalized and comprehensive financial services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, clients can trust Cindy Jones to guide them towards a secure financial future.
James Frankowski - Financial Advisor, Ameriprise Financial Services, LLC
James Frankowski is a Financial Advisor at Ameriprise Financial Services, LLC located at 363 North Sam Houston Parkway East, Houston, Texas, United States. He 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 his expertise in asset management, investment strategies, retirement planning, estate planning, risk management, and more. He is dedicated to providing comprehensive financial advice and planning to individuals, retirees, small business owners, and high net worth clients. His commitment to ethics and ongoing education ensures that he is well-equipped to help clients achieve their financial goals.
Edward Jones - Financial Advisor: Mike Ferrell
Edward Jones - Financial Advisor: Mike Ferrell is a trusted financial institution located at 105 North Gordon Street in Alvin, Texas, United States. As a finance-focused establishment, they provide expert advice and personalized financial solutions to help clients achieve their financial goals. With Mike Ferrell at the helm, clients can expect dedicated and professional service tailored to their individual needs. Whether you are looking to save for retirement, plan for your child's education, or grow your investments, Edward Jones - Financial Advisor: Mike Ferrell is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Andy Sanford - Financial Advisor, Ameriprise Financial Services, LLC
Andy Sanford is a Financial Advisor at Ameriprise Financial Services, LLC located at 24 Waterway Avenue in The Woodlands, Texas, United States. Andy holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Andy's expertise in asset management, retirement planning, estate planning, and investment strategies. As a Certified Divorce Financial Analyst and Certified Fund Specialist, Andy is equipped to provide specialized financial advice in various situations. With a commitment to ethical practices and continuing education, Andy Sanford is dedicated to helping clients achieve their financial goals.
FOCUS Wealth Advisors, LLC
FOCUS Wealth Advisors, LLC is a finance institution located at 4900 Woodway Drive in Houston, Texas, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a range of services including investment planning, retirement planning, and estate planning. At FOCUS Wealth Advisors, LLC, we prioritize our clients' financial well-being and strive to provide expert guidance and support every step of the way.
Kim Latimer - Private Wealth Advisor, Ameriprise Financial Services, LLC
Kim Latimer is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5151 San Felipe Street in Houston, Texas, United States. Kim 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, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kim specializes in providing expert financial advice and planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and professionalism, Kim is dedicated to helping clients achieve their financial goals and secure their financial future.
Polaris Greystone Financial Group, LLC
Polaris Greystone Financial Group, LLC, located in Houston, Texas, United States, is a finance institution that believes in helping individuals and families enjoy life, pursue their goals, and experience well-being as a symbol of true wealth. With over 6,000 clients trusting them to build and preserve their wealth for generations, they offer a comprehensive suite of services including investment management, tax preparation, estate planning, and trust services. Their experienced advisors can introduce you to valuable relationships to build and transition your business, craft and execute sustainable plans, and mitigate risk in your stock grants. Their personalized approach to tax advice, investment management, and estate planning can help you achieve your financial goals with confidence.
Barbara Paige - Financial Advisor, Ameriprise Financial Services, LLC
Barbara Paige - Financial Advisor, Ameriprise Financial Services, LLC located at 5151 San Felipe Street, Houston, Texas, United States offers a wide range of financial services. Barbara Paige 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 her expertise in areas such as asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Barbara Paige can provide personalized financial advice tailored to your specific needs. Contact Barbara Paige at Ameriprise Financial Services for professional and ethical financial guidance.
Merrill Lynch Financial Advisor Janko Trenkoski
helps you pursue your goals, whether it's planning for retirement, saving for a home, funding a child's education, or passing your wealth to future generations. With access to the investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America, Janko Trenkoski, a Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ professional, is dedicated to providing sound, personally tailored financial advice and guidance to clients in The Woodlands, Texas, and beyond. By listening, understanding, and working closely with you, Janko aims to help you achieve your financial goals and navigate the complexities of the financial markets, ensuring that your approach is aligned with your life priorities. Contact Merrill Lynch Financial Advisor Janko Trenkoski at 9595 Six Pines Drive, Suite 8380, The Woodlands, TX 77380, to start the conversation and begin building a personalized plan centered on your goals and focused on what you want to achieve.
Brockman & Associates
Brockman & Associates is a finance and insurance agency located in The Woodlands, Texas. Our founder, Ben, serves as the Wealth Advisor for our clients, guiding them in making wise financial decisions. We offer services in cash flow/retirement planning, investment planning, college education planning, estate & wealth transfer planning, and family & business succession planning. Our team is dedicated to providing the best service experience for our clients. Emilee provides support in client service and administrative tasks, while Josh brings years of experience as a Senior Financial Analyst. Allison plays a vital role in our marketing and branding efforts.
Money Concepts
Money Concepts is a leading finance institution located at 21 Waterway Avenue in The Woodlands, Texas, United States. With a team of experienced financial advisors, Money Concepts provides a wide range of financial services including investment planning, retirement planning, estate planning, and wealth management. Whether you are looking to grow your wealth, plan for your future, or protect your assets, Money Concepts is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards financial security and success.
Michael R Misner - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michael R Misner - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 5151 San Felipe Street in Houston, Texas, is a finance institution offering a range of services to meet the diverse needs of individuals seeking expert financial guidance. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Michael R Misner is equipped to provide specialized advice on asset management, wealth transfers, retirement planning, estate planning, investment opportunities, and insurance products. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, Michael R Misner has the expertise and knowledge to help you achieve your financial goals. With a commitment to ethical standards and ongoing education, clients can trust in the professionalism and dedication of the team at Ameriprise Financial Services, LLC.
David Brollier - RBC Wealth Management Financial Advisor
David Brollier - RBC Wealth Management Financial Advisor is a trusted financial institution located at 1001 Fannin Street in Houston, Texas. As a dedicated financial advisor, David Brollier provides expert guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and financial planning, David Brollier is committed to helping clients secure their financial future. Trust in David Brollier - RBC Wealth Management Financial Advisor for professional and reliable financial services in Houston, Texas.
Ann Hundl - Financial Advisor, Ameriprise Financial Services, LLC
Ann Hundl is a financial advisor at Ameriprise Financial Services, LLC located at 3200 Southwest Freeway, Houston, Texas, United States. She holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, wealth transfers, retirement planning, and fiduciary practices. Ann Hundl specializes in providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. She is dedicated to helping her clients make informed decisions and achieve their financial goals.
Norman Chu - Private Wealth Advisor, Ameriprise Financial Services, LLC
Norman Chu - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 5151 San Felipe Street in Houston, Texas, is a finance institution offering a wide range of services to meet the needs of individuals and businesses. Norman Chu holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge of financial planning, Norman Chu is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Norman Chu can provide personalized financial advice and guidance to help you make informed decisions for your financial future. Contact Norman Chu - Private Wealth Advisor, Ameriprise Financial Services, LLC, for expert financial planning services tailored to your specific needs.
Brownlee Wealth Management
Brownlee Wealth Management is a premier financial institution located at 2700 Post Oak Boulevard in Houston, Texas. As a leading wealth management firm, we specialize in providing personalized financial solutions to help our clients achieve their financial goals. Our team of experienced financial advisors offers a wide range of services including investment management, retirement planning, estate planning, and more. With a commitment to excellence and a focus on client satisfaction, Brownlee Wealth Management is dedicated to helping individuals and families build and preserve their wealth for the future.
Merrill Lynch Financial Advisor Ning Kang
Merrill Lynch Financial Advisor Ning Kang is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. We pride ourselves on simplifying our clients' financial lives and discussing complex transactions in plain language. Our team understands the challenges and aspirations of business owners and c-suite executives and utilizes extensive knowledge in investment banking, commercial banking, liquidity event strategy, and wealth management to design cohesive offerings. We offer services in investment management, credit and lending, trust and estate planning, and business succession planning. As part of Bank of America, we provide access to a full range of traditional personal banking services. Our areas of focus include long-term financial strategies, equity compensation management, college education planning, wealth transfer strategies, and more. We believe in creating personalized financial plans that help clients pursue their goals and secure their financial future. Our team is dedicated to building strong client relationships based on trust and personalized service. Let us help you achieve your financial goals and navigate the complexities of the financial markets.
Edward Jones - Financial Advisor: Eric Andreas, AAMS™
Edward Jones - Financial Advisor: Eric Andreas, AAMS™ is a reputable financial institution located at 100 North Gordon Street in Alvin, Texas, United States. As a trusted advisor, Eric Andreas specializes in providing personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Eric Andreas, AAMS™ is dedicated to helping individuals and families navigate the complexities of the financial world and secure their financial future.
Karissa Peterson - Financial Advisor, Ameriprise Financial Services, LLC
Karissa Peterson - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1346 East Broadway Street, Pearland, Texas, United States. Karissa Peterson holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, indicating expertise in asset management, estate planning, investment fiduciary practices, portfolio management, and other financial planning areas. The institution offers services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and real-world application of investment concepts, Karissa Peterson aims to provide clients with comprehensive financial planning solutions tailored to their unique needs.
Cecilia Garcia - Private Wealth Advisor, Ameriprise Financial Services, LLC
Cecilia Garcia - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 3200 Southwest Freeway, Houston, Texas, United States, is a finance institution offering a range of specialized certifications and designations to provide comprehensive financial planning services. Cecilia Garcia holds 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®, 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 areas such as asset management, estate planning, retirement planning, investment management, insurance products, and more. Cecilia Garcia is dedicated to providing clients with personalized, ethical, and comprehensive financial advice to help them achieve their financial goals.
Phillip Owens - Financial Advisor, Ameriprise Financial Services, LLC
Phillip Owens - Financial Advisor, Ameriprise Financial Services, LLC, located at 24 Waterway Avenue, The Woodlands, Texas, United States, offers a wide range of financial services for individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Phillip Owens is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment opportunities. The institution also offers specialized services for seniors, individuals going through divorce, and those planning for retirement. With a commitment to excellence and a focus on client needs, Phillip Owens is dedicated to helping clients make informed financial decisions for a secure future.
John Schantz - Financial Advisor, Ameriprise Financial Services, LLC
John Schantz is a Financial Advisor at Ameriprise Financial Services, LLC located at 24 Waterway Avenue in The Woodlands, Texas, United States. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, John Schantz is equipped to provide expert financial advice to individuals and small business owners. Specializing in asset management, retirement planning, estate planning, and investment strategies, John Schantz offers personalized solutions to meet the unique needs of each client. Whether you are looking for advice on fixed-rate and variable annuities, retirement income planning, or wealth management, John Schantz has the knowledge and expertise to guide you through the financial planning process. Contact John Schantz today for comprehensive financial advice and personalized service.
James E Boston - Private Wealth Advisor, Ameriprise Financial Services, LLC
James E Boston is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 24 Waterway Avenue in The Woodlands, Texas, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, James E Boston offers expert financial advice and services to individuals, retirees, small business owners, and high net worth clients. Specializing in asset management, estate planning, investment strategies, and retirement planning, James E Boston is dedicated to helping clients achieve their financial goals. Whether you need assistance with wealth transfers, federal taxation, or planning for financial and medical end-of-life needs, James E Boston has the knowledge and expertise to guide you through the process. Contact James E Boston today for personalized financial planning and investment advice.
Peter Hearn, CFP - UBS Financial Services Inc.
Peter Hearn, CFP - UBS Financial Services Inc. is a leading financial institution located at 15958 City Walk in Sugar Land, Texas, United States. With a team of dedicated professionals, including Certified Financial Planners, they offer a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, Peter Hearn and his team are committed to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to guide you towards a secure financial future.
Jennifer Joyce Chachere - Financial Advisor, Ameriprise Financial Services, LLC
Jennifer Joyce Chachere is a Financial Advisor at Ameriprise Financial Services, LLC located at 25511 Budde Road in The Woodlands, Texas, United States. She 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®. Jennifer specializes in providing financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. She is dedicated to upholding a code of ethics and staying up-to-date on the latest investment strategies and opportunities to best serve her clients.
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