Expert financial guidance and support in Houston, TX
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George Joe Kurka - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGeorge Joe Kurka, a Financial Advisor at Ameriprise Financial Services, LLC, located at 1428 West Alabama Street, Houston, Texas, United States, is dedicated to helping clients achieve their financial goals. As an Ameriprise Platinum Financial Services® Advisor, George offers personalized financial advice, investment recommendations, and solutions tailored to each client's needs. With a focus on tracking progress and adjusting strategies as needed, George helps clients navigate their financial journey with confidence. George Joe Kurka is registered to conduct securities business in select states, as listed on FINRA's BrokerCheck website. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation, although written analysis and recommendations are not provided at this stage. Ameriprise Financial Services, LLC cannot guarantee future financial results, but George is committed to helping clients make informed decisions and adapt to changing circumstances.
1428 W Alabama St, Houston, TX 77006, United States -
Evan Branfman - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenEvan Branfman - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 3050 Post Oak Boulevard in Houston, Texas, offers a range of financial services to meet the needs of individuals in asset management. Evan Branfman holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in areas such as estate planning, investment strategies, retirement planning, and fiduciary practices. The institution is dedicated to helping clients make informed financial decisions and achieve their long-term goals. With a focus on ethical practices and continued education, Evan Branfman provides personalized financial solutions to retirees, small business owners, high net worth clients, and individuals with specific financial needs. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Evan Branfman is committed to providing expert guidance and support.
3050 Post Oak Blvd UNIT 1710, Houston, TX 77056, United States -
Edward Jones - Financial Advisor: Kelly Gandre
● ClosedEdward Jones - Financial Advisor: Kelly Gandre is a trusted finance institution located at 3355 West Alabama Street in Houston, Texas. As a dedicated financial advisor, Kelly Gandre provides personalized investment strategies and expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or seeking to grow your wealth, Kelly Gandre is committed to providing top-notch service and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Kelly Gandre is the go-to institution for all your financial planning needs.
3355 W Alabama St #670, Houston, TX 77098, United States -
Edward Jones - Financial Advisor: Andrea N Flores
● OpenAt Edward Jones - Financial Advisor: Andrea N Flores in Houston, Texas, you can trust in personalized financial guidance from a dedicated professional. Located at 3355 West Alabama Street, this finance institution offers comprehensive services to help you achieve your financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Andrea N Flores and her team are here to provide expert advice and support every step of the way. Contact us today to schedule a consultation and start building a solid financial plan for a secure future.
3355 W Alabama St #670, Houston, TX 77098, United States -
Family Wealth Builder of Houston
● ClosedFamily Wealth Builder of Houston is a leading finance institution located at 5000 Gulf Freeway in Houston, Texas. Our team of experienced financial experts are dedicated to helping families build and grow their wealth through strategic financial planning and investment solutions. Whether you are looking to save for retirement, plan for your children's education, or grow your assets, we provide personalized guidance and support to help you achieve your financial goals. Contact us today to start building your family's wealth for a secure and prosperous future.
5000 Gulf Fwy, Houston, TX 77023, United States -
Edward Jones - Financial Advisor: Clint Bussey, AAMS™
● ClosedEdward Jones - Financial Advisor: Clint Bussey, AAMS™ is a reputable financial institution located at 1616 Clear Lake City Boulevard in Houston, Texas. As a trusted financial advisor, Clint Bussey, AAMS™ provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to helping individuals and families navigate the complexities of the financial world. Whether you are planning for retirement, saving for education, or managing your investments, Clint Bussey, AAMS™ is committed to providing expert guidance and support every step of the way.
1616 Clear Lake City Blvd #107, Houston, TX 77062, United States -
Edward Jones - Financial Advisor: Luis D Acosta
● OpenEdward Jones - Financial Advisor: Luis D Acosta is a reputable finance institution located at 8556 Katy Freeway in Houston, Texas, United States. With a focus on providing personalized financial planning services, Luis D Acosta and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Edward Jones - Financial Advisor: Luis D Acosta offers expert guidance and support every step of the way. Contact them today to schedule a consultation and take control of your financial future.
8556 Katy Fwy Ste 116, Houston, TX 77024, United States -
Edward Jones - Financial Advisor: Daniel P Hemberger
● ClosedEdward 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.
2218 Northpark Dr Suite 110, Kingwood Area, TX 77339, United States -
Oak Bridge Financial LLC
● OpenOak Bridge Financial LLC is a finance institution located at 3200 Southwest Freeway in Houston, Texas, United States. We offer a range of financial services to help you achieve your goals, whether it's planning for retirement, education, or a major purchase. Our team provides investment recommendations tailored to your individual goals and risk tolerance. We work with you to document your goals, review your progress regularly, and adjust your approach as needed. You can access your investments and accounts from any device securely. If you have questions or would like to schedule a complimentary initial consultation, please get in touch. We can help you understand the current market conditions and develop an appropriate investment strategy based on your risk tolerance. Our advisors are supported by the Ameriprise Investment Research Group, providing expert guidance on market developments.
Phoenix Tower, 3200 Southwest Fwy suite 1900, Houston, TX 77027, United States -
Merrill Lynch Financial Advisor Alejo Orvañanos
● ClosedMerrill Lynch Financial Advisor Alejo Orvañanos is a trusted finance institution located at 2800 Post Oak Boulevard in Houston, Texas. With a strong focus on providing personalized financial advice and guidance, our team is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our experienced advisors are here to help. Trust Merrill Lynch Financial Advisor Alejo Orvañanos for expert financial guidance and support in Houston, Texas.
2800 Post Oak Blvd Suite 2200, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Daniel Wallach
● ClosedMerrill Lynch Financial Advisor Daniel Wallach is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, they believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and over $3 billion in client assets, their team of experts serves a select group of individuals, including CEOs, entrepreneurs, and executives. They offer personalized support and world-class resources to help clients achieve their financial goals while preserving their financial futures. Their non-emotional investment process includes strategic asset allocation tailored to each client's goals, risk tolerance, and liquidity needs. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They have received recognition on the Forbes "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors" lists. Financial Advisor JJ is dedicated to helping clients reach their personal and financial goals by creating customized wealth management plans. Financial Advisor Sylvia helps families and business executives prepare for their financial future by understanding their needs and values. Registered Wealth Management Client Associate Kate Walker, fluent in Spanish, works with domestic and international clients and has a passion for social science research. Merrill Lynch Financial Advisor Daniel Wallach and his team are committed to helping clients simplify the complexities of their financial lives and achieve their financial goals.
800 Capitol St, Houston, TX 77002, United States -
Edward Jones - Financial Advisor: Colin Wong
● ClosedEdward Jones - Financial Advisor: Colin Wong is a reputable financial institution located at 2855 West Lake Houston Parkway in Houston, Texas, United States. As a dedicated financial advisor, Colin Wong provides personalized investment advice and 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: Colin Wong is committed to providing top-notch financial guidance and support to clients in the Houston area.
2855 W Lake Houston Pkwy Suite 111, Kingwood Area, TX 77339, United States -
Merrill Lynch Financial Advisor Rebecca J Rush
● ClosedMerrill Lynch Financial Advisor Rebecca J Rush is a reputable finance institution located at 800 Capitol Street in Houston, Texas, United States. With a strong focus on providing personalized financial advice and services, Rebecca J Rush and her team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Rebecca J Rush offers expert guidance and support to help you make informed decisions and maximize your financial potential.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Timothy J White
● ClosedMerrill Lynch Financial Advisor Timothy J White is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, they believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and managing over 3 billion in client assets as of January 1, 2024, their Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. The team at TSPN focuses on personalized, informed support and avoids risky investments and complex strategies. They believe in simplifying the complexities of their clients' financial lives by offering banking services through Bank of America, N.A. Their team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. They offer services such as investment portfolio reviews, rebalancing, and strategy adjustments to help clients reach their financial goals. The team at Merrill Lynch does not provide legal, tax, or accounting advice, but they work with clients to help them make informed financial decisions. Financial Advisor JJ is a graduate from the University of Houston with a Bachelor of Business Administration in Finance. He is committed to helping clients reach their personal and financial goals by creating a wealth management plan tailored to their needs. Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial future by understanding their needs and values. She believes in creating long-lasting client relationships built on trust and professional integrity. Registered Wealth Management Client Associate Elena "Kate" Walker has been with Merrill Lynch since 2017, working with domestic and international clients. Fluent in Spanish, she has a background in social science research and is dedicated to helping clients reach their financial goals.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Madison Spahr
● ClosedMerrill Lynch Financial Advisor Madison Spahr is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, they focus on providing straightforward guidance and prudent choices to build lasting wealth for their clients. With over 210 years of collective industry experience and managing over 3 billion in client assets, their team of experts serves a select group of individuals, including CEOs, entrepreneurs, and executives. They offer personalized support, strategic asset allocation, and a focus on diversification to help clients achieve their financial goals. Meetings are held regularly to review performance and make adjustments as needed. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. Financial Advisor JJ, a graduate of the University of Houston, works with clients to create wealth management plans tailored to their goals. Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial futures, taking the time to understand their needs and values. Registered Wealth Management Client Associate Kate has been with Merrill Lynch since 2017, bringing a wealth of experience working with domestic and international clients. They offer banking services through Bank of America, N.A., and lending services to help clients achieve their financial goals.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Bill Smith
● ClosedMerrill Lynch Financial Advisor Bill Smith, located at 17225 El Camino Real in Houston, Texas, is a finance institution dedicated to helping clients achieve their financial goals. The Smith Group prioritizes understanding each client's unique priorities and financial situation to create personalized retirement plans. With a focus on building strong client relationships based on trust and personalized service, the team at Merrill Lynch works collaboratively with clients to develop customized investment strategies. The institution offers a range of services, including personalized wealth management, investment analysis, and financial planning. By staying informed about changes in clients' lives and the financial markets, Merrill Lynch Financial Advisor Bill Smith aims to help clients stay on track to achieve their financial objectives. With years of experience and access to global resources, the team is committed to providing expert guidance and support to help clients navigate the complexities of their financial lives.
17225 El Camino Real Suite 200, Houston, TX 77058, United States -
Edward Jones - Financial Advisor: Sam Wheatley
● OpenEdward Jones - Financial Advisor: Sam Wheatley is a trusted financial institution located at 2605 West Lake Houston Parkway in Houston, Texas. As a dedicated finance professional, Sam Wheatley provides personalized financial advice and investment solutions to help clients achieve their financial goals. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: Sam Wheatley offers a range of services including retirement planning, wealth management, and education savings. Whether you are planning for the future or looking to grow your investments, Sam Wheatley and his team are here to provide expert guidance and support every step of the way. Visit us today to start building a secure financial future.
2605 W Lake Houston Pkwy Suite B, Kingwood Area, TX 77339, United States -
Tax Plan Experts
● ClosedTax Plan Experts is a leading finance institution located at 258 South Sam Houston Boulevard in San Benito, Texas, United States. Our team of experts specializes in creating customized tax plans to help individuals and businesses maximize their savings and minimize their liabilities. Whether you need assistance with tax planning, preparation, or resolution, our knowledgeable professionals are here to provide you with expert guidance and support. Trust Tax Plan Experts to help you navigate the complex world of taxes and secure your financial future.
258 S Sam Houston Blvd B, San Benito, TX 78586, United States -
Larry Jacobs, Family Office Advisor And Attorney
● ClosedLarry 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.
11 E Greenway Plaza #3100, Houston, TX 77046, United States -
Tax Bridge Financial Real Estate - Insurance Income Tax Services
● OpenTax Bridge Financial Real Estate - Insurance Income Tax Services is a reputable institution located in Houston, Texas, United States. Specializing in accounting and finance, they offer a wide range of services including real estate, insurance, and income tax assistance. With a team of experienced professionals, they provide expert guidance and support to help clients navigate the complexities of financial management. Whether you are looking to buy a new property, secure insurance coverage, or file your income taxes, Tax Bridge Financial Real Estate - Insurance Income Tax Services is dedicated to helping you achieve your financial goals.
Houston, TX 77063, United States -
My Tax Guy in Houston LLC
● ClosedMy Tax Guy in Houston LLC is a reputable accounting and finance institution located at 2425 West Loop South in Houston, Texas. Our team of experienced professionals specializes in providing tax preparation, financial planning, and accounting services to individuals and businesses in the Houston area. With a commitment to excellence and personalized service, we strive to help our clients navigate the complexities of the tax and financial landscape with confidence. Whether you need assistance with tax filing, financial analysis, or business consulting, My Tax Guy in Houston LLC is here to help you achieve your financial goals.
2425 W Loop S #200, Houston, TX 77027, United States -
N.A.B Accounting and Tax Services
● ClosedN.A.B Accounting and Tax Services is a reputable financial institution located at 2100 Hopper Road in Houston, Texas, United States. Specializing in accounting and tax services, our team of experienced professionals is dedicated to providing top-notch financial guidance and support to individuals and businesses alike. Whether you need assistance with bookkeeping, tax preparation, or financial planning, our experts are here to help you navigate the complexities of the financial world. Trust N.A.B Accounting and Tax Services for all your accounting and finance needs.
2100 Hopper Rd A, Houston, TX 77093, United States -
Dennis Prof License and Fees
● OpenDennis Prof License and Fees is a reputable institution specializing in accounting and finance services. Located at 2214 Farm to Market 1960 Road East in Houston, Texas, United States, this establishment offers expert guidance and assistance with professional licensing and fee management. With a team of experienced professionals, Dennis Prof License and Fees is dedicated to helping individuals and businesses navigate the complexities of financial regulations and requirements. Whether you are seeking assistance with licensing applications or fee calculations, this institution is committed to providing top-notch service and support.
2214 Farm to Market 1960 Rd E, Houston, TX 77073, United States -
Tax Attorney Help Houston
● OpenTax Attorney Help Houston is a premier institution located at 945 McKinney Street in Houston, Texas, United States. Specializing in accounting, finance, and legal services, our team of experienced tax attorneys are dedicated to helping individuals and businesses navigate the complex world of taxation. Whether you need assistance with tax planning, IRS audits, or resolving tax disputes, our knowledgeable professionals are here to provide expert guidance and support. Trust Tax Attorney Help Houston to provide you with the comprehensive tax assistance you need to achieve your financial goals.
945 McKinney St #353, Houston, TX 77002, United States -
Wayne Christian Financial Services
● ClosedWayne Christian Financial Services is a reputable finance institution located at 204 Houston Street in Center, Texas, United States. Our team of experienced professionals is dedicated to providing personalized financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, we are here to help you every step of the way. Trust Wayne Christian Financial Services to provide expert guidance and support for all your financial needs.
204 Houston St, Center, TX 75935, United States -
Del Pueblo Tax Insurance
● ClosedDel Pueblo Tax Insurance is a trusted accounting, finance, and insurance agency located at 10147 Hammerly Boulevard in Houston, Texas. With a team of experienced professionals, we provide a range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, insurance coverage, or financial planning, our dedicated staff is here to assist you every step of the way. Visit us today and let us help you achieve your financial goals.
10147 Hammerly Blvd, Houston, TX 77080, United States -
Brittaney Allen - State Farm Insurance Agent
● ClosedWelcome to Brittaney Allen - State Farm Insurance Agent, located at 5405 T C Jester Boulevard in Houston, Texas. Our agency is conveniently situated in a retail strip center South of Tidwell on TC Jester. As the Houston Livestock Show and Rodeo begins, we understand the importance of insurance in the world of rodeo and beyond. Just like the brave cowboys and cowgirls in the arena, life can be unpredictable. That's why having the right insurance coverage is essential to protect yourself and your loved ones.
5405 T C Jester Blvd Ste L, Houston, TX 77091, United States -
Jenny Mendez - State Farm Insurance Agent
● ClosedJenny Mendez - State Farm Insurance Agent, located at 1411 Edwards Street in Houston, Texas, is a trusted insurance agency dedicated to keeping you, your family, and your home safe. Current Texas State Farm Homeowner customers can receive a Ting smart home device and 3 years of service for free, helping to monitor your home's electrical system and prevent potential hazards. With two locations now open to serve customers, Jenny Mendez and her team are committed to making a difference in the lives of the Houston community and beyond. Whether you're starting a small business, looking for auto insurance, or considering life insurance options, they are here to provide expert guidance and support. By building trusting relationships with customers, Jenny Mendez aims to be more than just an insurance company, offering knowledge in insurance and financial services to help you make the right decisions for your family's future. Contact them today for all your insurance needs.
1411 Edwards St, Houston, TX 77007, United States -
Farmers Insurance - Paula Smith
● ClosedFarmers Insurance - Paula Smith is a local insurance agency located at 624 West Main Street in League City, Texas. As your Farmers agent in Houston, TX, Paula Smith is dedicated to helping customers find the best insurance coverage to suit their needs. With over 80 years of experience, Farmers Insurance offers a variety of coverage options including auto, home, renters, business insurance, and more. Paula Smith can help you navigate through the complexities of insurance, whether you're looking for comprehensive coverage, collision coverage, deductibles, or medical payments. Protecting your most valuable possessions, such as your home, is essential. Farmers Insurance has a solid reputation for providing reliable insurance products and competitive rates. Whether you need home insurance, renters insurance, or condo insurance, Paula Smith can help you find the right coverage to protect your personal belongings.
624 W Main St Ste 101, League City, TX 77573, United States -
Carlos Valdez LLC
● OpenCarlos Valdez LLC is a premier store located at 522 Post Oak Boulevard in Houston, Texas. We offer a wide selection of high-quality products ranging from luxury clothing and accessories to home decor and gifts. Our store is known for its impeccable customer service and attention to detail, making it a favorite shopping destination for those with discerning taste. Whether you are looking for a unique piece to add to your wardrobe or a special gift for a loved one, Carlos Valdez LLC has something for everyone. Visit us today to experience the ultimate shopping experience in Houston.
522 Post Oak Blvd, Houston, TX 77027, United States
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