Estate planning specialists in Universal City, Texas
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425 University Boulevard Medical Plaza
425 University Boulevard Medical Plaza is a cutting-edge medical facility located in Round Rock, Texas. This state-of-the-art institution offers top-notch healthcare services in a convenient and easily accessible location. With a prime address on University Boulevard, patients can trust that they are receiving the best care from highly skilled professionals. In addition to its medical services, 425 University Boulevard Medical Plaza also serves as a real estate agency, helping individuals find the perfect space for their healthcare needs. Whether you are seeking medical treatment or looking to lease or purchase a property in the healthcare industry, 425 University Boulevard Medical Plaza is the ideal destination for all your needs.
Allstate Life Insurance Specialist: Curtis Johnson
Allstate Life Insurance Specialist Curtis Johnson is a trusted insurance agency located at 15024 Farm to Market Road 529 in Houston, Texas. With a focus on providing personalized life insurance solutions, Curtis Johnson is dedicated to helping clients protect their loved ones and secure their future. Whether you are looking for term life, whole life, or universal life insurance, Curtis Johnson can help you find the right policy to meet your needs. With years of experience and a commitment to exceptional customer service, you can trust Allstate Life Insurance Specialist Curtis Johnson to help you navigate the complexities of life insurance and make the best choice for your family.
Allstate Life Insurance Specialist: Jonathan Melchor
Allstate Life Insurance Specialist Jonathan Melchor is an insurance agency located at 7610 State Highway 71 in Austin, Texas, United States. Jonathan Melchor specializes in providing life insurance solutions to individuals and families, helping them protect their loved ones and secure their financial future. With years of experience and expertise in the insurance industry, Jonathan Melchor offers personalized and comprehensive insurance plans tailored to meet the unique needs of each client. Whether you are looking for term life insurance, whole life insurance, or retirement planning services, Jonathan Melchor is dedicated to helping you find the best insurance coverage to suit your specific goals and budget. Contact Allstate Life Insurance Specialist Jonathan Melchor today to learn more about how he can help you protect what matters most.
The Law Office of James & Newberry
The Law Office of James & Newberry, located at 659 South Castell Avenue in New Braunfels, Texas, specializes in family law and probate matters. They understand that these legal issues are deeply personal and work to treat everyone involved with care, compassion, and respect. Serving families in Comal County and beyond, their team takes the time to understand each client's personal needs and concerns, guiding them through life's transitions with experience and a personal touch. Their areas of focus in family law include agreements handling separate and community property, protecting all parties when adding a child to the family, following Texas guidelines for the best interest of children, and more. They also assist with probate matters, including drafting valid wills, ensuring a streamlined probate process, and determining asset distribution in the absence of a will.
Law Office of Nancy Hui, LLC
The Law Office of Nancy Hui, LLC is located at 11200 Broadway Street in Pearland, Texas, United States. Specializing in probate, guardianship, and estate planning, our practice is dedicated to serving the needs of our clients in these areas. In response to the COVID-19 pandemic, we have transitioned to holding all client meetings online through video conferences or phone calls. This new way of operation has brought convenience and flexibility to our clients, while still offering in-person meetings at our office as needed.
Hal R. Gordon, Lawyer
Hal 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.
Professional Jesse Lopez
Professional Jesse Lopez is a reputable law firm located at 311 University Boulevard in Round Rock, Texas. Specializing in various areas of law, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. With a commitment to professionalism and excellence, we strive to achieve the best possible outcomes for each case we handle. Whether you are in need of legal advice, representation, or advocacy, Professional Jesse Lopez is here to assist you every step of the way. Contact us today to schedule a consultation.
The Law Office of Erin C. Callahan, PLLC
The Law Office of Erin C. Callahan, PLLC is a boutique law firm located in Houston, Texas, specializing in wills, estate planning, and business law. With a strong focus on personalized service, Erin C. Callahan herself will work closely with you to create a tailored legal solution for your needs. Whether you are planning for the future, navigating the complexities of estate planning, or starting a new business, Erin is dedicated to guiding you every step of the way. As a native Texan and a graduate of Washington University in St. Louis and SMU Dedman School of Law, Erin brings a wealth of knowledge and expertise to her practice. She understands the importance of preparing for the unexpected and offers services such as organ donation legal advice and estate planning for blended families.
Edward Jones - Financial Advisor: Greg Hinckley, CLU®|AAMS™
Edward Jones - Financial Advisor: Greg Hinckley, CLU®|AAMS™ is a reputable finance institution located at 1320 South University Drive in Fort Worth, Texas, United States. With a focus on providing personalized financial advice and services, Greg Hinckley, a Certified Life Underwriter (CLU) and Accredited Asset Management Specialist (AAMS), offers expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking wealth management solutions, Edward Jones - Financial Advisor: Greg Hinckley, CLU®|AAMS™ is dedicated to providing tailored strategies to meet your individual needs.
Law Offices Of Ivan Friedman
The Law Offices Of Ivan Friedman is a well-established law firm located at 1760 Ranch to Market Road 967 in Buda, Texas. Specializing in family law, Ivan Friedman has been board certified by the Texas Board of Legal Specialization since 2015 and has been practicing in Texas since 1993. With offices in various locations including San Marcos, San Antonio, Gonzales, Lockhart, Lubbock, and Seguin, Ivan is dedicated to providing expert legal services to his clients. Originally from Austin, Ivan obtained his law degree from the University of Texas in 1992. A proud Longhorn and Spurs fan, he enjoys outdoor activities in Central and South Texas such as swimming, hiking, biking, and surfing at Port Aransas and South Padre. Ivan and his wife Lesli, whom he met at the Texas Capitol, have three children and are active members of St. Mark’s Episcopal Church in San Marcos.
Crone Law PLLC
Crone Law PLLC, located at 923 South Alamo Street in San Antonio, Texas, is led by Bryan Crone, the QB1 of legal representation. Bryan is a seasoned litigation attorney with a passion for business operations, systems design, and strategic planning. Since opening in 2015, Crone Law PLLC has established itself as a trusted firm in the San Antonio to Austin metro area, handling hundreds of family law and civil litigation cases. Bryan's experience includes representing clients in a wide range of legal matters, from family law to civil conspiracy to real estate purchases. He is known for his courtroom expertise but also excels in resolving cases through negotiation and mediation. In addition to his work at Crone Law PLLC, Bryan is a managing partner at Trotter | Crone PLLC, focusing on high-value civil litigation cases for businesses and other plaintiffs.
First Command Financial Advisor - John Grigsby
First Command Financial Advisor - John Grigsby is a finance institution located at 2101 Pat Booker Road, Universal City, Texas, United States. This institution provides financial services to clients on a voluntary basis, with no direct or indirect compensation given to clients for testimonials. The experiences shared by clients may vary and are not a guarantee of future success. First Command Financial Advisor - John Grigsby is committed to helping clients achieve their financial goals with integrity and professionalism.
Davidson Benjamin
Davidson Benjamin, located at 5010 University Avenue in Lubbock, Texas, is a respected law firm that has been providing personalized and knowledgeable legal services for over 95 years. Originally founded by Hobert Nelson in 1928 in Tahoka, the firm has since grown to become the prestigious McCleskey Law Firm in Lubbock. Despite its growth, Davidson Benjamin remains committed to offering full-service legal practices to businesses and individual clients in Texas and New Mexico. The attorneys at Davidson Benjamin may not always wear suits and ties, but their dedication to providing exceptional legal services has never wavered. With locations in Lubbock and San Angelo, Davidson Benjamin is ready to assist clients with their legal needs. Remember, the decision to hire a lawyer should not be based solely on advertisements - contact Davidson Benjamin for more information about their qualifications and experience.
Merrill Lynch Financial Advisor Eric Pittman
Merrill Lynch Financial Advisor Eric Pittman, located at 2510 Marsha Sharp Freeway West in Lubbock, Texas, is a finance institution focused on providing personalized wealth management strategies. Eric, Vice President and Senior Financial Advisor, has been with Merrill Lynch Wealth Management since 2007 and holds professional designations such as Chartered Retirement Planning Counselor℠(CRPC®) and Chartered Retirement Plans Specialist℠(CRPS®). With a background in business practices and family wealth management, Eric specializes in personal and corporate retirement strategies, estate planning services, and insurance strategies. He is dedicated to building relationships with his clients and understanding their individual needs and goals. Through the Merrill Personal Wealth Analysis™, Eric helps clients create customized financial plans centered on their aspirations. By offering in-depth financial advice and exceptional service, Eric aims to help clients achieve their financial goals and provide peace of mind for the future. Additionally, Eric is actively involved in the Lubbock community, serving on the Board of Advisors for the University Medical Center Foundation and volunteering with organizations such as the American Cancer Society and Hope Lodge – Lubbock. With a focus on understanding clients' changing priorities and goals, Eric Pittman and his team at Merrill Lynch Wealth Management strive to provide comprehensive financial solutions tailored to each individual's needs.
Edward Jones - Financial Advisor: Gene Lamis, CFP®|AAMS™
Edward Jones - Financial Advisor: Gene Lamis, CFP®|AAMS™ is a reputable financial institution located at 1300 South University Drive in Fort Worth, Texas, United States. Gene Lamis, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on long-term wealth management and investment strategies, Gene Lamis provides expert guidance to individuals and families looking to secure their financial future. Contact Edward Jones - Financial Advisor: Gene Lamis, CFP®|AAMS™ today to schedule a consultation and start planning for a brighter financial tomorrow.
Merrill Lynch Financial Advisor John Barret
Merrill Lynch Financial Advisor John Barret, located at 5128 Apache Plume Road in Fort Worth, Texas, is dedicated to helping young professionals understand the impact of wealth management at an early age. John, who joined Merrill in 2012, works with a team-based approach to provide direction and clarity for his clients' financial futures. He offers a high level of attentive service, focusing on organizing and simplifying their financial lives. John draws on his own knowledge and a team of specialists to address clients' unique situations, including credit and lending services through Bank of America, N.A. John earned his bachelor's degree in finance from Texas Tech University and lives in Aledo with his family. He enjoys playing golf, hunting, fishing, and spending time at his family's ranch. The institution offers personalized plans, investment strategies, and financial solutions to help clients pursue their goals and manage investment risk. As a Merrill Lynch Wealth Management Advisor, John is committed to understanding his clients' priorities and working with them to achieve their financial objectives. With access to the resources of Merrill and Bank of America, he can develop an approach tailored to each client's needs. By regularly reviewing clients' goals and financial approaches, John helps them stay on track and adjust to changes in their lives and the market. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. John Barret is registered to do business in several states and holds the CPWA® certification. For more information about Merrill Lynch Financial Advisor John Barret and the services offered, visit the institution's website or contact the office directly.
Merrill Lynch Financial Advisor Benjamin H Taylor
Merrill Lynch Financial Advisor Benjamin H Taylor is a finance institution located at 17802 Interstate 10, San Antonio, Texas, United States. Ben Taylor, a U.S. Army Armor Officer veteran, has been with Merrill Lynch since 1998 and holds a B.A. in History from Trinity University and an M.B.A from Webster University. He is a CERTIFIED FINANCIAL PLANNER™ and holds Series 7 and 66 FINRA registrations. Ben focuses on creating personalized strategies for individuals and families to help them achieve their financial goals, including retirement and estate planning. He is actively involved in his community and is passionate about helping clients manage and grow their wealth. With access to the resources of Merrill and Bank of America, Ben and his team provide personalized service to build strong client relationships based on trust. They work with clients to develop customized investment approaches that align with their goals and priorities, helping them navigate the complexities of their financial lives. Ben believes in the power of understanding his clients' aspirations and designing plans to turn their goals into reality. By staying informed and addressing changes in clients' lives and the market, Ben helps clients stay on track to achieve what matters most to them. Whether it's planning for retirement, buying a home, or funding education, Ben is dedicated to helping clients live their best financial lives.
Merrill Lynch Financial Advisor Jonathan B Rao
Merrill Lynch Financial Advisor Jonathan B Rao is a finance institution located at 13135 Dairy Ashford Road, Sugar Land, Texas, United States. Jonathan has a Bachelor’s degree in Business from Texas A&M University and is a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor. He and his wife, Melinda, are third generation Houstonians and are actively involved in supporting their alma maters. Jonathan and his team at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. They offer personalized financial plans tailored to individual goals and priorities, helping clients navigate through life changes and market fluctuations. The institution provides a range of financial solutions and investment strategies to help clients achieve their financial goals. Jonathan believes in understanding each client personally to offer the best financial approach that reflects their unique needs and priorities. With access to the resources of Merrill and Bank of America, clients can expect comprehensive financial guidance and support.
Edward Jones - Financial Advisor: Melissa S Harris, CFP®|AAMS™
Edward Jones - Financial Advisor: Melissa S Harris, CFP®|AAMS™ is a reputable financial institution located at 1320 South University Drive in Fort Worth, Texas, United States. Specializing in finance, Melissa S Harris is a Certified Financial Planner and Accredited Asset Management Specialist, offering expert advice and personalized financial solutions to clients. With a commitment to helping individuals achieve their financial goals, this institution provides top-notch services in investment planning, retirement planning, and wealth management. Trust Edward Jones and Melissa S Harris to guide you towards a secure financial future.
The Davis Property Tax Group
The Davis Property Tax Group, located at 146 Ranch Drive in Boerne, Texas, is a finance institution dedicated to helping property owners maximize savings and minimize fees. Their team of proven consultants work diligently to ensure timely and accurate property tax filings, with a guarantee of no fee unless actual savings are realized. With an extensive network of consultants, they offer insights on market trends, negotiate the best deals for their clients, and provide forecasting and budgeting estimates for projects. Their skilled negotiation experts advocate fiercely for the best deal for their clients, offering services for both residential and commercial properties. They employ a diverse set of methodologies to effectively reduce property taxes for industrial properties, and leverage factors such as property specifics and legal classifications to accurately gauge home values. They also specialize in lowering property taxes for oil and gas properties by considering factors such as reservoir depletion and market conditions.
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