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TOP 30 Estate tax strategies in Houston, TX
176 results found
Search for local businesses, places and services near you
Azul Wealth Partners
Azul Wealth Partners is a finance institution located at 2236 Bissonnet Street in Houston, Texas, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Azul Wealth Partners is here to provide expert guidance and support. Contact us today to schedule a consultation and start building a secure financial future.
ArrowStone Financial
ArrowStone Financial is a leading finance and insurance agency located in Houston, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with investments, insurance coverage, or retirement planning, ArrowStone Financial is here to help. Visit us at 3 Greenway Plaza to learn more about how we can assist you in achieving your financial goals.
Merrill Lynch Financial Advisor Jared Holden
Merrill Lynch Financial Advisor Jared Holden, located at 800 Capitol Street, Houston, Texas, is a renowned institution in the finance industry. The team at Merrill Lynch is dedicated to providing exemplary client service, setting the standard for excellence in the field. Recognized by prestigious publications such as Forbes and Barron's, Merrill Lynch Financial Advisor Jared Holden is committed to building strong client relationships based on trust and personalized service. With the global resources of Merrill Lynch at their disposal, the team is comprised of talented and experienced individuals who strive to meet the unique needs of each client. Rankings and recognition from industry leaders highlight the expertise and dedication of Merrill Lynch Financial Advisor Jared Holden and their team, making them a trusted choice for financial advice and wealth management.
Horizon Advisory Group, LLC
Horizon Advisory Group, LLC, located at 2808 Caroline Street in Houston, Texas, is a finance and insurance agency dedicated to helping individuals, families, and businesses achieve their financial goals and dreams. Our approach to financial planning is rooted in building a collaborative relationship with our clients, going beyond just numbers and data. We believe in bringing your vision to life and creating a customized strategy that promotes stability, growth, and longevity. Our goal is to provide you with the confidence to take control of your finances and make informed decisions for the future.
Merrill Lynch Financial Advisor Daniel A Levitt
Merrill Lynch Financial Advisor Daniel A Levitt, located at 800 Capitol Street, Houston, Texas, United States, is a prestigious institution in the finance industry. Merrill is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Their advisors have been ranked among the top financial professionals in the country by publications such as Barron's, Forbes, and Financial Times. The Gladstein Levitt Rozelle Spence Group, formerly the Reichek Gladstein Group, provides comprehensive wealth planning and investment management services to a select group of investors. They focus on wealth preservation, asset allocation, tax implications, and estate planning services tailored to each client's unique circumstances and aspirations. The team is committed to upholding the highest standards of personal and professional ethics in all aspects of their business.
Merrill Lynch Private Wealth Advisor Tyler Lane
Merrill Lynch Private Wealth Advisor Tyler Lane, located at 800 Capitol Street in Houston, Texas, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. As a Private Wealth Management team, they focus on serving a limited number of clients to provide the attention and solutions they deserve. With access to resources from Merrill and Bank of America, the team has specialized training to address the complexities of the evolving financial world. Their services include insights, observations, and ideas to help clients achieve their financial goals, as well as assistance in estate planning and wealth preservation. Clients work with a highly experienced and rigorously trained team who strive to understand their goals and values, providing access to banking capabilities and investing solutions to help pursue financial goals.
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.
Discovery Point Wealth Advisors - Ameriprise Financial Services, LLC
Discovery Point Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 1300 Hercules Avenue in Houston, Texas, United States. With a focus on financial planning, tax, investment, and business planning strategies, our experienced team has successfully guided clients through various economic challenges such as the tech bubble, the great recession, and the recent COVID pandemic. Our goal is to provide holistic advice and proactive communication to help simplify our clients' finances and assist them in achieving their financial goals. Our services are tailored to each individual's needs, and we are committed to helping our clients feel confident about their financial future. If you have questions or would like to schedule a complimentary initial consultation, please get in touch with us. Background and qualification information can be found on FINRA's BrokerCheck website. Our team is dedicated to helping clients navigate the complexities of the financial world and we strive to provide personalized advice to help them reach their goals.
Shehzad D. Khan - Financial Advisor, Ameriprise Financial Services, LLC
Shehzad D. Khan, a financial advisor at Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue in Houston, Texas, offers personalized financial planning services to help clients achieve their goals. With a background in finance and qualifications verified on FINRA's BrokerCheck website, Shehzad D. Khan provides expert advice on investing and wealth management. Clients can expect a complimentary initial consultation to discuss their financial needs and goals. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser, ensuring that clients receive professional and reliable guidance. By staying informed about market trends and economic indicators, Shehzad D. Khan helps clients navigate the complexities of the financial world and make informed decisions about their money. Whether you are a current client or considering working with Shehzad D. Khan, Ameriprise Financial Services, LLC is committed to helping you achieve a more secure financial future.
Edward Jones - Financial Advisor: Jacob V Zolman
Edward Jones - Financial Advisor: Jacob V Zolman is a trusted financial institution located at 18455 West Lake Houston Parkway in Humble, Texas, United States. Specializing in personalized financial planning and investment services, Jacob V Zolman is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and transparency, Edward Jones - Financial Advisor: Jacob V Zolman is committed to providing top-notch financial advice and guidance to individuals and families in the Humble area.
Reimer McGuinness Hess
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.
RODRICK DOW, PC
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.
Eric C Yartz CPA
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.
Ashade & Associates
Ashade & Associates is a virtual-based tax, bookkeeping, and consulting firm located at 1000 North Post Oak Road in Houston, Texas, United States. Founded by Tanishia Ashade, who holds a Bachelor of Science in Accounting and a Master of Public Administration specializing in Budgeting and Financial Management, the institution empowers small business owners to achieve financial structure and cut taxes by $10K-$50K with proven tax and accounting strategies. With over 15 years of experience, Mrs. Ashade is dedicated to helping individuals and business owners increase their financial confidence. The institution offers monthly bookkeeping packages using QuickBooks Online and other approved applications to keep books up to date, catering to real estate professionals and service-based small business owners. Their tax services are designed to save money by planning and applying legal tax strategies to maximize deductions and reduce income tax liabilities, providing support throughout the income tax season. Ashade & Associates is committed to providing peace of mind and financial strategy for small business owners.
Huckin Financial Group
Huckin Financial Group is a leading finance institution located at 4265 San Felipe Street in Houston, Texas, United States. Specializing in a wide range of financial services, Huckin Financial Group offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Huckin Financial Group is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or wealth management services, Huckin Financial Group is here to help you navigate the complexities of the financial world with confidence and success.
Williams & Samuel CPAs & Advisors
Williams & Samuel CPAs & Advisors is a leading accounting and finance institution located in Houston, Texas. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and advisory services. Their office is conveniently located at 1111 Rosalie Street, making it easily accessible for clients in the area. Whether you are an individual or a business in need of financial guidance, Williams & Samuel CPAs & Advisors is dedicated to providing top-notch service and expertise to help you achieve your financial goals.
Gary Wulf - Morgan Stanley
Gary Wulf - Morgan Stanley is a leading financial institution located at 717 Texas Avenue in Houston, Texas. As a branch of Morgan Stanley, one of the largest and most prestigious financial services firms in the world, Gary Wulf offers a wide range of wealth management services to clients in the Houston area and beyond. With a team of experienced financial advisors and experts, Gary Wulf - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Gary Wulf - Morgan Stanley is here to provide you with the guidance and support you need.
D & G Bhatia Family Partnership
The D & G Bhatia Family Partnership is a health institution located at 800 Peakwood Drive in Houston, Texas, United States. Our dedicated team of healthcare professionals is committed to providing high-quality medical care and personalized attention to all of our patients. With a focus on holistic wellness and preventative care, we strive to promote the overall health and well-being of our community. Visit us today and experience the difference that compassionate and comprehensive healthcare can make in your life.
SIOVON HA, CPA
SIOVON HA, CPA is a reputable accounting and finance institution located at 14610 Richmond Avenue in Houston, Texas, United States. With a team of skilled professionals, they provide a wide range of financial services including tax preparation, audit representation, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit SIOVON HA, CPA today for all your financial needs.
PRATHER & PRATHER CPA
Prather & Prather CPA is a reputable accounting and finance institution located at 950 Echo Lane in Houston, Texas, United States. With a team of highly skilled and experienced certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Their dedication to excellence and personalized approach to client service sets them apart from other firms in the industry. Whether you are a small business owner or an individual seeking financial guidance, Prather & Prather CPA is committed to helping you achieve your financial goals.
O'Connor Cost Segregation
O'Connor Cost Segregation is a leading finance institution located at 2200 North Loop West in Houston, Texas, United States. Specializing in cost segregation services, they help businesses maximize their tax savings by identifying and reclassifying assets to accelerate depreciation. With a team of experienced professionals, O'Connor Cost Segregation provides tailored solutions to meet the unique needs of each client, ensuring they receive the maximum benefits available. Trusted by businesses across various industries, O'Connor Cost Segregation is dedicated to helping clients achieve their financial goals and optimize their tax strategies.
Lone Star National Consultants LLC
Lone Star National Consultants LLC is a reputable institution located at 1990 Cypress Creek Parkway in Houston, Texas. Specializing in accounting, finance, and real estate agency services, we have been assisting families of all sizes since 2016. Our team of Consultants and Investors are dedicated to helping you navigate the ever-changing landscape of the 21st Century, making your business success our top priority. As a Christian Family company, we are committed to providing expert strategies that deliver success for your portfolio and make a difference in the future of real estate. Whether you need assistance with managing your business on a day-to-day basis or improving your portfolio, we are here to help. Contact us today to discover how our services and strategies can benefit your future. Lone Star National Consultants - where expertise meets excellence in the new real estate age.
TruTaXX Solutions llc
TruTaXX Solutions LLC is a professional accounting and finance institution located in Houston, Texas, United States. We offer a comprehensive Tax Course that teaches students how to prepare individual tax returns from start to finish. Our experienced tax preparers have extensive knowledge of tax laws and are dedicated to educating clients while filing their taxes. We provide income tax preparation services for clients across the USA, with convenient options for delivery, pick up, and drop off of tax-related documentation. Our goal is to develop personal relationships with each client, identify potential tax deductions, and provide tax guidance for future years. We prioritize honesty, trustworthiness, and experience in our team of tax preparers. We value our clients and offer a referral program as a thank you for their continued support. Visit us at 480 Sam Houston Parkway E Suite #355 or contact us to learn more about our services.
Global Services
Global Services is a leading institution located at 309 York Street in South Houston, Texas, United States. Specializing in accounting, finance, and real estate services, Global Services offers expert advice and support to individuals and businesses looking to navigate the complex world of financial management. With a team of experienced professionals, Global Services is dedicated to providing top-notch solutions tailored to meet the unique needs of each client. Whether you are looking for help with taxes, investment planning, or buying/selling property, Global Services is your go-to destination for all your financial needs.
Mc Gill Shedric CPA
McGill Shedric CPA is a reputable accounting and finance institution located at 2211 Norfolk Street in Houston, Texas, United States. With a team of experienced Certified Public Accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and dedication to client satisfaction make them a trusted choice for individuals and businesses in need of professional financial services. Contact McGill Shedric CPA today for all your accounting and finance needs.
Nelson & Associates
Nelson & Associates is a reputable accounting and finance institution located at 3700 Buffalo Speedway in Houston, Texas. Our experienced team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, our experts are here to assist you every step of the way. Trust Nelson & Associates for all your accounting and finance needs in the United States.
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