TOP 30 Estate tax law in Houston, Texas

Edward Jones - Financial Advisor: Cameron H Hayes, ChFC®|AAMS™|CRPC™|CRPS™ is a reputable financial institution located at 19701 Kingwood Drive in Houston, Texas, United States. Specializing in comprehensive financial planning and investment management, Cameron H Hayes is a Certified Financial Planner who holds multiple prestigious designations including Chartered Financial Consultant (ChFC®), Accredited Asset Management Specialist (AAMS™), Chartered Retirement Planning Counselor (CRPC™), and Chartered Retirement Plans Specialist (CRPS™). With a commitment to providing personalized financial solutions tailored to each client's unique goals and needs, Edward Jones is dedicated to helping individuals and families achieve financial success and security.

Edward Jones - Financial Advisor: Daniel P Hemberger is a trusted financial institution located at 2218 Northpark Drive in Houston, Texas, United States. With a focus on personalized service and tailored financial solutions, Daniel P Hemberger and his team are dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones is committed to providing expert guidance and support every step of the way. Contact them today to schedule a consultation and start building a secure financial future.

Capitalwise Wealth Management is a finance institution located at 802 West 17th Street in Houston, Texas, United States. Our team of proactive wealth management advisors is dedicated to helping high-net-worth families and select businesses simplify their Retirement, Estate Planning strategies, Investments, and Risk management. We specialize in working with Oil & Gas Professionals, inter-generational family businesses, medical or dental practices, and law or accounting practice partners to help them make the best decisions for their financial future. Our portfolio strategy is tailored for accredited investors and high-net-worth individuals, as well as foundations, endowments, and nonprofit organizations. Securities are offered through Equitable Advisors, LLC, and investment advisory products and services are also available through Equitable Advisors, LLC. Annuity and insurance products are offered through Equitable Network, LLC. At Capitalwise, we believe in providing our clients with a dedicated team of professionals who can offer access to the best resources to help navigate their financial journey. Please consult your tax and legal advisors regarding your specific circumstances. For more information about Equitable Advisors, LLC, visit equitable.com/crs. Capitalwise Wealth Management, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Merrill Lynch Financial Advisor Santiago Vidales Hildebrandt is located at 2800 Post Oak Boulevard in Houston, Texas. Santiago is a Vice President and International Financial Advisor with Merrill Lynch Wealth Management, specializing in working with high-net-worth individuals, families, business owners, and institutional clients both in the US and internationally. With a focus on personalized client experiences and a holistic goals-based approach, Santiago leverages the investment resources of Merrill and the banking capabilities of Bank of America to help clients achieve their financial goals. Santiago's background in Corporate and Investment Banking allows him to provide unique strategies across various disciplines, including investments, credit and lending, trust and estate planning, and business succession planning. Santiago is bilingual and a native Spanish speaker, with a Bachelor's degree in Economics from The University of Georgia. He holds FINRA Series 7 and Series 66 registrations. Prior to joining Merrill, Santiago worked in commercial banking at HSBC Bank and UBS Group, as well as in Corporate & Investment Banking at BBVA. Raised in Lima, Peru, Santiago has successfully founded business ventures in the services and real estate industries and enjoys playing tennis, traveling, and spending time with his family in Bellaire, Texas.

Merrill Lynch Financial Advisor Matthew H. Logan II is a finance institution located at 800 Capitol Street, Houston, Texas, United States. Matthew Logan has a background in business and philosophy, as well as an MBA with a concentration in Financial Services Management. He believes in effective communication, integrity-based professionalism, and vigilant market education and awareness. With a commitment to service instilled in him at a young age, Matthew has volunteered with various organizations and believes in personalized financial planning centered on individual goals and priorities. As a Merrill Lynch Wealth Management Advisor, Matthew focuses on helping clients pursue their financial goals through tailored investment strategies and comprehensive financial solutions. He is registered to do business in multiple states and believes in staying on track with clients regardless of market fluctuations. With a dedication to understanding each client's unique needs and priorities, Matthew works to help them achieve their financial goals.

Merrill Lynch Financial Advisor Victoria Clair Ridgway is a finance institution located at 800 Capitol Street in Houston, Texas, United States. With nearly a decade of experience in investments and a deep knowledge of behavioral finance and financial psychology, Victoria Ridgway and her team at Merrill Lynch Wealth Management are dedicated to creating personalized wealth plans that reflect the goals and aspirations of their clients. By leveraging world-class planning resources, they design tailored strategies to help clients achieve their generational, community, and lifetime financial goals. Victoria's approach focuses on understanding each client's unique needs and priorities, with a mission to help them pursue their financial aspirations. Through personalized plans and thoughtful advice, she aims to help clients manage, grow, and preserve their wealth while considering long-term impacts and future generations.

UBS Financial Services Inc., located at 5075 Westheimer Road in Houston, Texas, is a leading finance institution dedicated to helping clients achieve their financial goals. The institution believes in optimizing tech exposure, seeking durable income, and diversifying across asset classes, regions, and sectors. With a commitment to understanding what wealth means for each individual, UBS offers expertise and finely crafted financial advice tailored to each client's unique needs. Whether you are planning for today, tomorrow, or generations to come, UBS can help you create a comprehensive wealth strategy that supports you in every stage of life. The institution's experts can help you navigate the markets, economy, trends, and investor mindset to stay ahead of the curve.

David Hergert - Financial Advisor, Ameriprise Financial Services, LLC, located at 1331 Gemini Street, Houston, Texas, United States, is a finance institution offering a wide range of services to meet the financial needs of individuals and businesses. David Hergert 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, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise and commitment to providing clients with comprehensive and tailored financial advice. Whether you are planning for retirement, managing investments, or navigating complex financial situations, David Hergert is dedicated to helping you achieve your financial goals.

H&R Block is a trusted accounting and finance institution located at 2406 Reynolds Road in Fort Sam Houston, Texas, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of the financial world and achieve your financial goals. Visit us today to learn more about how we can assist you in managing your finances effectively.

H&R Block is a renowned accounting and finance institution located at 9516 Jones Road in Houston, Texas, United States. With a team of expert financial professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual or a business owner, H&R Block is dedicated to helping you achieve your financial goals and maximize your returns. Visit us today and experience the difference that personalized financial services can make in your life.

H&R Block is a renowned accounting and finance institution located at 14526 A Memorial Drive in Houston, Texas, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses seeking assistance with their financial matters. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and regulations, ensuring they maximize their financial well-being. Whether you need assistance with tax filing, financial planning, or other accounting services, H&R Block is here to help you achieve your financial goals.

H&R Block is a renowned accounting and finance institution located at 11839 Wilcrest Drive in Houston, Texas, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses alike. Whether you need help with filing your taxes or managing your finances, H&R Block's team of professionals is dedicated to helping you achieve your financial goals. Visit their location in Houston today to experience their top-notch services firsthand.

H&R Block is a trusted accounting and finance institution located at 12661 Bissonnet Street in Houston, Texas, United States. With a reputation for providing expert tax preparation services, financial advice, and personalized solutions to individuals and businesses, H&R Block has been a go-to destination for all financial needs. Whether you are looking for help with tax filing, financial planning, or investment strategies, the professionals at H&R Block are ready to assist you. Visit us today to experience top-notch financial services and guidance.

Harris County Homestead Advisors is a finance institution located in Houston, Texas, United States. Our dedicated team of advisors specializes in helping residents of Harris County navigate the complexities of homestead exemptions to save money on property taxes. With our expert guidance and personalized assistance, homeowners can maximize their savings and ensure they are taking full advantage of all available tax benefits. Visit us at 3730 Cypress Creek Parkway to learn more about how we can help you secure your financial future.

Jay Finn, CPA is a reputable institution located at 11500 Northwest Freeway in Houston, Texas, United States. Specializing in accounting, finance, and legal services, our team of professionals has been providing strategic tax and business solutions for individuals and small businesses since 1980. Founded by a former IRS agent, Jay Finn, CPA is known for quickly resolving tax issues for clients facing challenges with the IRS, such as back taxes, audits, payroll taxes, and more. With over 35 years of experience, we have successfully helped clients navigate complex tax problems and find effective solutions. Our services include individual tax preparation, tax planning, estate tax returns, as well as foreign tax expertise for those with international income or assets. We also offer streamlined payroll, bookkeeping, and tax resolution services for small and medium businesses looking to stay compliant without the cost of an in-house specialist.

H&R Block is a renowned accounting and finance institution located at 8150 Kirby Drive in Houston, Texas, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial services, H&R Block is dedicated to providing expert advice and support to help you achieve your financial goals. Visit us today to learn more about how we can help you manage your finances effectively.

H&R Block is a well-known accounting and finance institution located at 10100 Beechnut Street in Houston, Texas, United States. With a reputation for providing reliable tax preparation services and financial advice, H&R Block has been helping individuals and businesses manage their finances for years. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they maximize their returns and secure their financial future. Whether you need assistance with filing your taxes or developing a comprehensive financial strategy, H&R Block is here to help.

H&R Block is a trusted accounting and finance institution located at 8220 South Gessner Drive in Houston, Texas. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing personalized and reliable solutions to meet your needs. Visit us today and let us help you achieve your financial goals.

H&R Block is a trusted accounting and finance institution located at 5716 Bellaire Boulevard in Houston, Texas, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is here to provide expert assistance. Visit us today to see how we can help you achieve your financial goals.

Reimer McGuinness Hess is a financial institution located at 750 Town and Country Boulevard in Houston, Texas, United States. Specializing in accounting and finance, we offer a range of services to help take the stress out of running your business. Our team builds authentic, personal relationships with our clients to provide more than just transactional services. Whether you need an audit, review, or compilation, we offer the level of service necessary to meet your financial reporting needs. We provide expert strategic guidance to help you stay financially healthy and offer support for start-up business owners navigating complex accounting processes. Our online apps make it easy to conduct business with us, and we are committed to using technology to enhance our services while maintaining a personalized, human-centric approach. Additionally, we offer tips and strategies for managing business debt, creating sustainable practices, surviving supply chain disruptions, and curating holiday feasts that cater to all dietary preferences. Let us help you navigate the financial aspects of your business and plan for a successful future.

Mitchell & Cavallo, P.C. is a reputable Certified Public Accountant firm located in Houston, Texas. With a focus on accounting and finance services, our team of professionals is dedicated to providing high-quality financial solutions to individuals and businesses alike. From tax preparation to financial planning, we offer a wide range of services to meet our clients' needs. Visit us at 820 Gessner Road to learn more about how we can help you achieve your financial goals.

RODRICK DOW, PC is a respected accounting and finance institution located at 824 West 27th Street in Houston, Texas, United States. With a team of experienced professionals, RODRICK DOW, PC offers a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their expertise and commitment to excellence ensure that clients receive top-notch service and guidance. Whether you need help with bookkeeping, investment strategies, or estate planning, RODRICK DOW, PC is dedicated to helping you achieve your financial goals.

H&R Block is a well-known accounting and finance institution located at 1967 West T C Jester Boulevard in Houston, Texas. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses alike. Their team of professionals is dedicated to helping clients navigate complex financial matters and achieve their financial goals. Whether you need assistance with tax planning, bookkeeping, or investment strategies, H&R Block is there to provide personalized and reliable support.

Eric C Yartz CPA is a reputable accounting and finance institution located at 800 Bering Drive in Houston, Texas, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and consulting. Clients can trust Eric C Yartz CPA for their professional and reliable accounting needs.

H&R Block is a renowned accounting and finance institution located at 210 West Greens Road in Houston, Texas. With a strong reputation for providing top-notch financial services, H&R Block offers expert tax preparation, accounting, and financial planning services to individuals and businesses in the area. Their team of skilled professionals are dedicated to helping clients navigate complex financial matters and achieve their financial goals. Whether you need assistance with tax filing, bookkeeping, or financial consulting, H&R Block is a trusted partner for all your accounting and finance needs.

Dedrea L. Norman, CPA, PLLC is a reputable accounting and finance institution located at 2700 Post Oak Boulevard in Houston, Texas, United States. With a team of highly skilled professionals, they offer a wide range of financial services including tax preparation, audit assistance, bookkeeping, and financial planning. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Dedrea L. Norman, CPA, PLLC is committed to providing top-notch services and ensuring the financial success of their clients.

Larry Jacobs, Family Office Advisor and Attorney, is a reputable institution located at 11 East Greenway Plaza in Houston, Texas, United States. Specializing in accounting, finance, and legal services, our team of experts is dedicated to providing tailored solutions for individuals and families seeking comprehensive wealth management strategies. With a focus on personalized attention and a commitment to excellence, we strive to help our clients achieve their financial goals and protect their assets for future generations. Trust Larry Jacobs, Family Office Advisor and Attorney, to provide you with the guidance and support you need to secure your financial future.

Jay W. Dale, CPA and Attorney is a reputable institution located at 3334 Richmond Avenue in Houston, Texas, United States. Specializing in accounting, finance, and legal services, the institution offers expert advice and assistance in various financial and legal matters. With a team of experienced professionals, including certified public accountants and attorneys, clients can expect top-notch service and personalized solutions to meet their specific needs. Whether you are in need of tax preparation, financial planning, or legal representation, Jay W. Dale, CPA and Attorney is dedicated to providing quality and reliable services to help you achieve your goals.

H&R Block is a renowned accounting and finance institution located at 10763 Gulf Freeway in Houston, Texas, United States. With a strong reputation for providing expert tax preparation and financial services, H&R Block is a trusted resource for individuals and businesses seeking professional assistance with their financial needs. Whether you are looking to file your taxes, manage your investments, or plan for your financial future, H&R Block offers a wide range of services to help you achieve your goals. Visit us today to see how we can help you with all your accounting and finance needs.

H&R Block is a renowned accounting and finance institution located at 5304 Almeda Road in Houston, Texas, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to helping you achieve your financial goals and navigate complex financial matters with ease. Trust H&R Block for all your accounting and finance needs in the Houston area.