Fiduciary investment advice in Houston, Texas

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.

Merrill Lynch Financial Advisor Patricia Wenzel, located at 800 Capitol Street in Houston, Texas, is a trusted finance institution dedicated to building strong relationships with clients. With a team of experienced advisors who have received recognition for their exemplary client service, Merrill Lynch is committed to helping individuals and families make important financial decisions. The institution offers personalized financial planning services, focusing on understanding each client's unique goals and priorities. Whether planning for retirement, saving for a home, or funding education, the team at Merrill Lynch works to turn financial goals into reality. The Wenzel Group specializes in tailoring retirement benefit plans for organizations, offering a range of services such as fiduciary governance, financial wellness programs, and advice on non-qualified deferred compensation plans. With a focus on helping clients achieve their financial aspirations, Merrill Lynch Financial Advisor Patricia Wenzel provides comprehensive financial solutions tailored to each client's needs.

Jay Gazzier is the Branch Manager at Ameriprise Financial Services, LLC located at 1300 Hercules Avenue in Houston, Texas, United States. As a finance institution, they offer a range of services and expertise in various certifications and designations. Jay Gazzier holds the AAMS™ certification, demonstrating a commitment to ethical asset management practices. Additionally, they are an ADPA™ Accredited Domestic Partnership Advisor™, AEP® designated estate planner, AIF® Accredited Investment Fiduciary®, APMA™ Accredited Portfolio Management Advisor™, and more. With a focus on providing comprehensive financial planning and investment advice, Jay Gazzier and their team are dedicated to helping clients achieve their financial goals.

Ubernosky & Associates, LLC is a full-service accounting and finance firm located at 820 Gessner Road in Houston, Texas. Our team of qualified professionals is dedicated to providing the highest caliber of professional service to meet all of our clients' tax and accounting needs. We specialize in serving small to mid-size businesses, individuals, and fiduciaries nationwide with a diverse set of accounting and compliance needs. At Ubernosky & Associates, we understand that our clients' needs are constantly evolving. That's why we maintain continuous communication with each client to ensure that we are always available when they need us. Our proactive approach to financial planning and compliance helps our clients reduce uncertainty and make informed decisions throughout the year.