Family involvement strategies in The Woodlands, Texas
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The Bernoudy Law Firm
The Bernoudy Law Firm, located at 2001 Timberloch Place in The Woodlands, Texas, is dedicated to providing top-notch legal services to clients in Houston, Texas and Marshall, Texas. Specializing in criminal defense, family law, and personal injury cases, our team of experienced attorneys will work closely with you to develop a strategy tailored to your specific needs. Whether you are facing a legal dispute involving child custody, divorce, CPS, child support, or a serious accident, we are here to help. Trust the Bernoudy Law Firm to fight for your rights and deliver the results you deserve. Let us handle your case with professionalism and dedication - "Let Bernoudy Do His Duty".
Lake Point Advisory Group Woodlands Office
Lake Point Advisory Group Woodlands Office is a finance institution located at 8665 New Trails Drive in The Woodlands, Texas, United States. We offer a range of services including Financial Planning, Investment Management, Tax Planning, Estate Planning, Insurance Solutions, Trustee Services, Ascend Group, Business Retirement Plans, and Foundation & Endowment management. Please note that all investing involves risk and there is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors, our parent company, is registered with the Securities and Exchange Commission and delivers all investment-related services. We are committed to providing personalized financial solutions to help our clients achieve their financial goals.
Merrill Lynch Financial Advisor James P. (Jim) O'Connor
Merrill Lynch Financial Advisor James P. (Jim) O'Connor is a trusted finance professional located at 1780 Hughes Landing Boulevard in The Woodlands, Texas, United States. With over 25 years of experience, Jim specializes in helping energy sector executives, field managers, engineers, retirees, physicians, attorneys, business owners, and families in Texas and beyond achieve their financial goals. Known for his blue-collar roots and strong work ethic, Jim takes a personal approach to financial planning, taking into account each client's unique circumstances and aspirations. He offers personalized retirement income strategies, tax-minimization, estate planning, and access to lending services. Jim holds the Chartered Financial Consultant designation and is dedicated to providing clients with the knowledge and best practices needed to navigate the complexities of the financial world. Outside of work, Jim enjoys spending time with clients turned friends, volunteering in the community, and engaging in social activities. He is also actively involved in the Woodlands United Methodist Church and serves as the chairman of the board of the Woodlands Family YMCA. With a focus on building strong client relationships based on trust and personalized service, Jim is committed to helping clients pursue their financial goals and secure their financial future.
Merrill Lynch Financial Advisor Drew Hudson
Merrill Lynch Financial Advisor Drew Hudson, located at 9595 Six Pines Drive, Suite 8380, The Woodlands, Texas, is a finance institution dedicated to building and maintaining strong relationships with clients. With a passion for helping individuals and families make important financial decisions, Drew Hudson offers personalized wealth management strategies tailored to each client's unique financial goals. Backed by the global resources of Merrill and Bank of America, the experienced team at Merrill Lynch Wealth Management is committed to providing comprehensive financial solutions and personalized service. By understanding each client's aspirations and priorities, Drew Hudson works to design and implement personalized plans to help clients pursue their financial goals while managing investment risk. Through ongoing communication and regular reviews, clients can stay on track to achieve what matters most to them. Whether planning for retirement, buying a home, or funding education, Drew Hudson is dedicated to helping clients achieve financial success through a customized approach that reflects their personality and priorities. With access to the latest investment insights and strategies, clients can be confident in their financial decisions and work towards living their best financial life. Andrew Hudson is registered to do business in multiple states, offering personalized investment strategies and comprehensive financial solutions to clients. Investing involves risk, and past performance does not guarantee future results. Clients are encouraged to consult with legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning.
Kevin Dean - Financial Advisor, Ameriprise Financial Services, LLC
Kevin Dean, a Financial Advisor at Ameriprise Financial Services, LLC, located at 24 Waterway Avenue in The Woodlands, Texas, offers personalized financial planning services tailored to your individual goals and risk tolerance. Whether you are planning for retirement, education, or a major purchase, Kevin provides investment recommendations and portfolio analysis to help you achieve your financial objectives. With regular meetings to review your progress and update your approach as needed, Kevin is dedicated to helping you track your financial goals effectively. As a client of Ameriprise, you benefit from the expertise of the Ameriprise Investment Research Group, ensuring that you receive guidance based on market conditions and developments. If you are considering working with Kevin, you can schedule a complimentary initial consultation to discuss your financial goals and learn more about the services offered. Please note that investment products involve risks, and it is important to review the terms and conditions of Ameriprise Financial Services, LLC before proceeding.
Merrill Lynch Financial Advisor Reden S Canlas
Merrill Lynch Financial Advisor Reden S Canlas is a finance institution located at 9595 Six Pines Drive, Suite 8380, The Woodlands, Texas, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. They prioritize exemplary client service and have been ranked by Forbes for their wealth management teams and advisors in various years. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, focusing on family, goals, and priorities. They believe in helping clients achieve their financial goals by understanding their needs and providing customized financial approaches. The institution offers personalized plans, investment strategies, and comprehensive financial solutions to help clients navigate the complexities of their financial lives. The advisors at Merrill Lynch are committed to helping clients stay on track and achieve their goals, regardless of market fluctuations. With access to the resources of Merrill and Bank of America, they strive to provide the latest investment insights, tips, and strategies to help clients live their best financial lives. The institution holds certifications such as Chartered Retirement Planning Counselor (CRPC) and Certified Financial Planner (CFP), demonstrating their expertise and commitment to financial planning. Investing involves risk, but with the right advisor by your side, you can navigate these challenges and work towards a secure financial future.
Merrill Lynch Financial Advisor Griffin E Randle
Merrill Lynch Financial Advisor Griffin E Randle, located at 9595 Six Pines Drive, Suite 8380, The Woodlands, Texas, is a finance institution supported by the global resources of Merrill. The dedicated team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities, adapting their approach as your needs evolve over time. By utilizing the Investment Personality Assessment, they tailor a financial plan to help you pursue your unique goals. With access to Merrill's investment insights and Bank of America's banking solutions, they work with you to develop a comprehensive approach to address your financial needs. Through regular check-ins and updates, they ensure your financial plan reflects any changes in your life or the markets. The team is dedicated to helping you achieve your goals and offers personalized investment strategies to help you live your best financial life. As a client, you can benefit from the expertise of a Chartered Retirement Planning Counselor™, Certified Financial Planner™, or Chartered Financial Analyst®. Investing involves risk, and it's important to consult with legal and tax advisors before making financial decisions. Merrill offers a range of services, including brokerage, investment advisory, and financial planning. Let Merrill Lynch Financial Advisor Griffin E Randle assist you in designing and implementing a personalized plan to help you pursue your financial goals and manage investment risk.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 9595 Six Pines Drive in The Woodlands, Texas, is a leading finance institution offering a wide range of wealth planning services. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address their financial challenges and opportunities in both rising and turbulent markets. Our advisors utilize years of combined wealth management knowledge to offer personalized financial strategies, including retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We prioritize client service and satisfaction, taking the time to understand each client's goals and financial situation to create long-term strategies tailored to their needs.
Merrill Lynch Financial Advisor Elec Presnell
Merrill Lynch Financial Advisor Elec Presnell is a finance institution located at 1780 Hughes Landing Boulevard in The Woodlands, Texas, United States. They are dedicated to understanding you and your family, your unique financial situation, and what matters most to you. With a proactive approach to communication, personalized service, and a commitment to continuing financial education, they aim to help you grow, preserve, and distribute your wealth. Their team, supported by the global resources of Merrill, is comprised of talented individuals who are committed to building strong client relationships based on trust and personalized service. Merrill offers personalized investment strategies and access to comprehensive financial solutions from Bank of America. They believe in getting to know you personally, understanding your goals, priorities, and financial situation, and designing an approach that reflects your unique needs. Their advisors are recognized for exemplary client service and are committed to helping you achieve your financial goals, no matter what stage of life you are in.
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