Expert tax guidance in Universal City, Texas
26 results found
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Global Tax Services and Notary Public
● OpenGlobal Tax Services and Notary Public is a reputable institution located at 312 East University Drive in Edinburg, Texas, United States. Specializing in accounting and finance services, they provide expert guidance and assistance with tax preparation, filing, and planning. Additionally, their notary public services offer convenience and reliability for all your legal document needs. With a dedicated team of professionals, Global Tax Services and Notary Public is committed to providing top-notch service to their clients.
312 E University Dr, Edinburg, TX 78539, United States -
The Davis Property Tax Group
● OpenThe 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.
146 Ranch Dr, Boerne, TX 78015, United States -
K. Shyne Tax Services
● OpenK. Shyne Tax Services is a reputable accounting and finance institution located at 2204 University Avenue in Marshall, Texas, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses with their tax and financial needs. Our dedication to providing quality and personalized service sets us apart from the rest. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help you navigate the complexities of the financial world. Trust K. Shyne Tax Services to provide you with the expertise and guidance you need to achieve your financial goals.
2204 University Ave, Marshall, TX 75670, United States -
Adrian Calvio - State Farm Insurance Agent
● OpenAdrian Calvio - State Farm Insurance Agent is a trusted insurance agency located at 801 Farm to Market Road 700 in Big Spring, Texas. Specializing in Life Insurance, Home Insurance, and Auto Insurance, Adrian Calvio is a born and raised resident of Big Spring with a strong educational background, including a M.A. from Texas Tech University and a B.S. from Texas State University- San Marcos. As a past President of the Big Spring Chamber of Commerce and a member of the Howard College Board, Adrian is deeply rooted in the community. With a passion for music and coaching his children in sports, Adrian understands the importance of protecting what matters most to you. Whether you need help navigating a hit and run accident, exploring final expense insurance options, or learning safe driving tips for rural roads, Adrian is here to provide expert guidance and support.
801 FM700, Big Spring, TX 79720, United States -
Bert Simmons - State Farm Insurance Agent
● OpenBert Simmons - State Farm Insurance Agent is a reputable insurance agency located at 9330 Broadway Street in Pearland, Texas. With a background in Economics from Texas Southern University and a history of achievements and awards, including being a National Convention Qualifier and a Life Honor Club member, Bert Simmons is a trusted insurance agent in the community. Whether you are considering leasing or buying a car, planning for estate taxes, or looking for tips on DIY auto maintenance, Bert Simmons can provide expert advice and guidance. For your convenience and security, please refrain from sharing sensitive personal information online. If you require assistance with this website, please call (281) 485-5572. State Farm VP Management Corp. distributes securities, while State Farm Life Insurance Company and State Farm Life and Accident Assurance Company offer life insurance and annuities. Deposit products are provided by U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association under a license from Visa U.S.A. Inc. Remember that investing involves risk, and it is advisable to consult a tax or legal advisor for personalized advice.
9330 Broadway St #426, Pearland, TX 77584, United States -
Lisa Caldwell - State Farm Insurance Agent
● OpenLisa Caldwell - State Farm Insurance Agent is a trusted insurance agency located at 2418 19th Street in Lubbock, Texas. Lisa Caldwell has been serving the Lubbock community since 1988, bringing over 30 years of experience in the insurance industry. She is a graduate of Louisiana State University and holds an MBA from Southern Methodist University. At Lisa Caldwell - State Farm Insurance Agent, customers can expect personalized service and expert advice on a range of insurance products. Whether you are looking for auto, home, life, or business insurance, Lisa and her team are dedicated to helping you manage the risks of everyday life and protect what matters most to you.
2418 19th St, Lubbock, TX 79401, United States -
H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 102 University Avenue in Lubbock, Texas, United States. With a team of qualified 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 assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert guidance and support. Visit us today to experience top-notch financial services tailored to meet your specific needs.
102 University Ave, Lubbock, TX 79415, United States -
Albert Uresti Law Firm, PLLC
● OpenAlbert Uresti Law Firm, PLLC is a reputable legal institution located at 114 West Vestal Place in San Antonio, Texas, United States. Founded by Albert Uresti, a native of San Antonio, the firm specializes in providing expert legal services in various areas of law. Albert Uresti is a highly educated professional with a background in finance and marketing, having obtained his undergraduate degree from the University of Texas at Austin and his MBA from the University of Wisconsin – Madison. He later pursued his passion for law, earning his degree from St. Mary’s University School of Law in 2011. With years of experience and a dedication to serving his clients, Albert Uresti Law Firm, PLLC is committed to providing top-notch legal representation and guidance.
114 W Vestal Pl, San Antonio, TX 78221, United States -
West Texas Financial Planning
● OpenWest Texas Financial Planning is a reputable finance institution located at 611 University Avenue in Lubbock, Texas, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized planning and expert advice. Whether you are saving for retirement, planning for your children's education, or looking to invest for the future, our team is here to provide guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.
611 University Ave # 240, Lubbock, TX 79401, United States -
BentOak Capital
● ClosedBentOak Capital is a leading finance institution located at 611 University Avenue in Lubbock, Texas, United States. Specializing in investment management, financial planning, and wealth management services, BentOak Capital is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, BentOak Capital is a trusted partner for clients seeking expert financial guidance.
611 University Ave #220, Lubbock, TX 79401, United States -
Merrill Lynch Financial Advisor Brooks A Bowman
● ClosedMerrill Lynch Financial Advisor Brooks A Bowman is a finance institution located at 4281 Esplanade Place, Flower Mound, Texas, United States. Brooks Bowman is known for his old-fashioned work ethic, high energy, and dedication to details, which he blends to enhance distinct aspects of clients' financial lives. His goal is to help clients build sustainable, multi-generational wealth by listening to their concerns, identifying their goals, and offering sincere attention and guidance that each client deserves. Brooks has a loyal circle of client families who are saving for retirement but do not have the time or inclination to manage their investments. He focuses on clients' financial goals to bring purpose and clarity to their investments, ignoring daily market noise and avoiding emotional investing pitfalls. Brooks holds the Chartered Retirement Planning Counselor and Certified Plan Fiduciary Advisor designations and is a Portfolio Manager who can manage clients' investments on a discretionary basis. He works with clients to identify their primary goals and needs, such as asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services, crafting financial strategies to help clients pursue desired outcomes and preserve wealth for current and future generations. Brooks has a BBA in Entrepreneurship and Venture Management from the University of Oklahoma and resides in Argyle, TX with his wife and children. At Merrill Lynch Wealth Management, Brooks and his team provide personalized financial planning centered on clients' goals and priorities, helping them manage, grow, and preserve their wealth while addressing their evolving needs over time. They offer the Merrill Personal Wealth Analysis™ to build a customized financial plan, supported by the global resources of Merrill and a team dedicated to building strong client relationships based on trust and personalized service. Brooks believes in creating comprehensive strategies to turn clients' goals into reality, helping them pursue their aspirations while managing strategic investment risk. By understanding clients' personal financial goals and priorities, Brooks designs a customized financial strategy to help clients address fluctuations in the market and changes in their lives, working together to achieve their goals. Merrill Lynch Wealth Management Advisors prioritize clients' financial needs and goals, offering personalized investment strategies and comprehensive financial solutions tailored to their unique situations. Brooks and his team are committed to helping clients stay on track to achieve what matters most to them, providing the latest investment insights, tips, and strategies to help clients live their best financial lives.
4281 Esplanade Pl Suite 300, Flower Mound, TX 75028, United States -
Merrill Lynch Financial Advisor Benjamin H Taylor
● ClosedMerrill 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.
17802 I-10, San Antonio, TX 78257, United States -
Edward Jones - Financial Advisor: Vaughan Ruple
● ClosedEdward Jones - Financial Advisor: Vaughan Ruple is a trusted financial institution located at 433 Kitty Hawk Road in Universal City, Texas, United States. As a dedicated finance professional, Vaughan Ruple provides personalized financial advice and services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, Edward Jones - Financial Advisor: Vaughan Ruple is committed to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with Vaughan Ruple by their side.
433 Kitty Hawk Rd Suite 110, Universal City, TX 78148, United States -
Merrill Lynch Financial Advisor Jonathan B Rao
● ClosedMerrill 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.
13135 Dairy Ashford Rd Suite 450, Sugar Land, TX 77478, United States -
Merrill Lynch Financial Advisor Don P. Martone
● OpenMerrill Lynch Financial Advisor Don P. Martone is a finance institution located at 1780 Hughes Landing Boulevard in The Woodlands, Texas, United States. Don Martone is accessible, knowledgeable, and experienced, dedicated to building and maintaining strong relationships with clients. With a passion for helping clients make important financial decisions, Don and his team provide insights, observations, and ideas to help clients achieve their financial goals. Don specializes in working with seasoned oil & gas professionals, helping them create legacies for their families. Initial discovery meetings are complimentary and without obligation, focusing on identifying goals and potential financial planning options. Don's approach goes beyond investment management, offering a tax-smart strategy for wealth accumulation, distribution, and transfer. With professional certificates from top universities, Don is committed to honing his skills to better serve his clients. Supported by a team of experts, advanced technology, and outside partnerships, Don ensures that financial assets are preserved and working hard for clients. By focusing on clients' goals, priorities, and values, Don helps clients pursue their financial aspirations while managing investment risk. With access to Merrill's investment insights and Bank of America's banking solutions, Don works with clients to develop personalized approaches to address their financial needs. Through conversations and assessments, Don gets to know clients on a personal level, creating customized financial strategies tailored to their unique goals and preferences. As life and goals change, Don helps clients stay on track by revisiting and adjusting their financial approach. By putting clients first and offering personalized advice and guidance, Don helps clients achieve their financial goals and navigate market fluctuations. With a dedicated one-on-one relationship, Merrill Lynch Wealth Management Advisors like Don Martone help clients build customized investment approaches to address their needs and pursue their goals. Contact Don Martone at 281-882-4818 or email [email protected], visit him online at www.fa.ml.com/don-martone, or connect with him on LinkedIn to learn more about how he can help you achieve your financial goals.
1780 Hughes Landing Blvd, The Woodlands, TX 77380, United States -
Edward Jones - Financial Advisor: Randall C Reeves, ChFC®|CLU®
● OpenEdward Jones - Financial Advisor: Randall C Reeves, ChFC®|CLU® is a reputable finance institution located at 7606 South University in Lubbock, Texas, United States. Specializing in financial planning and investment services, Randall C Reeves is a Certified Financial Planner and Chartered Life Underwriter who is dedicated to helping clients achieve their financial goals. With a personalized approach and a commitment to excellence, Edward Jones - Financial Advisor: Randall C Reeves, ChFC®|CLU® provides expert guidance and support to individuals and families looking to secure their financial future.
7606 South University G, Lubbock, TX 79423, United States -
Merrill Lynch Private Wealth Advisor Austin Burt
● ClosedMerrill Lynch Private Wealth Advisor Austin Burt is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. They offer industry-leading research and expert analysis to help individuals, families, businesses, and nonprofit institutions achieve their financial goals. The team includes private wealth advisors from Merrill Private Wealth Management and financial advisors from Merrill Lynch Wealth Management, working together to meet specialized needs and build relationships based on trust and personalized service. Dan, a multiple degree holder from The University of Texas at Austin, leads the team with a focus on managing substantial wealth and shaping a legacy for the future. Michael, another key member, brings extensive experience in working with nonprofits, endowments, businesses, and ultra high net worth families to address various financial needs. Bob, the founder of the Nelson Wood Nelson team, specializes in devising strategies for concentrated stock positions and using options to enhance portfolio returns.
1803 Broadway, San Antonio, TX 78215, United States -
First Command Financial Advisor - Sherry Neeley
● OpenFirst Command Financial Advisor - Sherry Neeley is a trusted institution located at 2101 Pat Booker Road in Universal City, Texas, United States. Specializing in finance, Sherry Neeley provides expert financial advice and personalized strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, First Command Financial Advisor - Sherry Neeley is dedicated to helping individuals and families secure their financial future.
2101 Pat Booker Rd STE 108, Universal City, TX 78148, 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 -
H&R Block
● OpenH&R Block is a well-established accounting and finance institution located at 2801 West University Drive in Edinburg, Texas, United States. With a team of experienced professionals, H&R Block offers a range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for assistance with your personal finances or a business in need of accounting services, H&R Block is dedicated to providing expert guidance and support. Visit their office today to learn more about how they can help you achieve your financial goals.
2801 W University Dr, Edinburg, TX 78541, United States -
H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 2710 West University Drive in Denton, 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 looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert support and personalized solutions to help you achieve your financial goals. Visit us today to experience top-notch services in accounting and finance.
2710 W University Dr Suite 1010, Denton, TX 76207, United States -
H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 26742 East University Drive in Little Elm, Texas, United States. With a team of highly skilled 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 committed to providing expert guidance and assistance to help you achieve your financial goals. Visit us today to experience top-notch financial services in a welcoming and professional environment.
26742 E University Dr, Little Elm, TX 76227, United States -
Keith Wolfe - State Farm Insurance Agent
● OpenKeith Wolfe - State Farm Insurance Agent is an insurance agency located at 156 South Main Street, Lumberton, Texas, United States. Keith Wolfe is an Ambassador Travel Qualifier, Chairman's Circle Qualifier, Senior Vice President's Club Qualifier, and State Farm Lone Star Leaders Program Qualifier. He has been with State Farm since 2009, focusing on providing Home, Life, Business, and Auto Insurance services to clients in Lumberton, Silsbee, Kountze, and Buna. Keith also assists in relocations to Hardin County and offers Commercial and Health Insurance options. He attended Northwestern State University and is licensed to provide Auto and Home Insurance in Louisiana as well. Additionally, Keith Wolfe is a Notary Public. For more information, visit their Yelp page or call (409) 755-4023 for assistance. Please note that State Farm VP Management Corp. distributes securities and State Farm Life Insurance Company issues Life Insurance and annuities. Deposit products are offered by U.S. Bank National Association. For pet insurance, American Pet Insurance Company and ZPIC Insurance Company underwrite policies. State Farm is not affiliated with Trupanion or American Pet Insurance. Rocket Mortgage, LLC provides mortgage services, and State Farm VP Management Corp. is a separate entity from State Farm entities providing banking and insurance products. For tax or legal advice, consult a professional advisor.
156 S Main St Ste 130, Lumberton, TX 77657, United States -
Tony Falgout - State Farm Insurance Agent
● OpenTony Falgout - State Farm Insurance Agent is a reputable insurance agency located at 5788 39th Street, Groves, Texas, United States. Tony Falgout, a Lamar University Graduate and recipient of various accolades such as LUTC Legion of Honor Qualifier, Honor Agent Qualifier, National Convention Qualifier, Life Honor Club Qualifier, and Award of Excellence from State Farm, leads the agency. At Tony Falgout - State Farm Insurance Agent, we prioritize protecting your property and electronics from power surges and electrical hazards. We offer tips and advice on how to prevent such incidents. Additionally, we provide guidance on managing finances during a divorce, as well as DIY auto maintenance tips to combat rising repair costs.
5788 39th St, Groves, TX 77619, United States -
H&R Block
● OpenH&R Block is a trusted accounting and finance institution located at 109 East 2nd Street in Quanah, 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 to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services to meet your needs. Visit us today to experience the expertise and reliability that H&R Block is known for.
109 E 2nd St, Quanah, TX 79252, United States -
H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 108 West Ikard Street in Henrietta, Texas, United States. With a reputation for providing expert tax preparation services, financial advice, and guidance to individuals and businesses, H&R Block is a trusted resource for all of your accounting needs. Whether you are looking for assistance with filing your taxes, managing your finances, or planning for the future, the professionals at H&R Block are here to help. Visit us today to experience the difference our expertise and personalized service can make in achieving your financial goals.
108 W Ikard St, Henrietta, TX 76365, United States
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