TOP 30 Finance consultancy in Horizon City, Texas

44 results found

Horizon Lending Services, LLC is a finance institution located at 2005 Overton Park Drive in Prosper, Texas, United States. We specialize in providing a wide range of lending services to individuals and businesses, helping them achieve their financial goals. Our experienced team is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking for a mortgage, personal loan, or business financing, Horizon Lending Services, LLC is here to help you navigate the world of finance with confidence.

Frank L Zwiener Tax Preparation & Tax Consulting Services is a reputable institution located at 13182 Freshford in Horizon City, Texas, United States. Specializing in accounting and finance, this institution offers top-notch tax preparation and consulting services to individuals and businesses alike. With a team of experienced professionals, Frank L Zwiener Tax Preparation & Tax Consulting Services is dedicated to providing personalized and reliable solutions to help clients navigate the complexities of tax laws and maximize their financial outcomes. Whether you need help with filing taxes, planning for the future, or resolving tax-related issues, this institution is committed to delivering expert guidance and support every step of the way.

Horizon Wealth Strategies, LLC is a finance institution located at 910 Gruene Road in New Braunfels, Texas, United States. The institution is dedicated to serving professional advisors and empowering clients to make wise financial decisions. The team of agents, including Mark D. Olson, Irene Stolte, Michael Ferrara, CFP®, LUTCF®, and Matt Kennedy, are licensed to sell insurance through New York Life Insurance Company and other independent insurance companies in various states. They also offer investment advisory services through Eagle Strategies LLC and securities products and services through NYLIFE Securities LLC. It is important to note that neither Horizon Wealth Strategies LLC nor its employees, nor Eagle Strategies LLC or its advisors, provide tax, legal, or accounting advice. Individuals should consult their own professionals for such matters.

Horizon Wealth Advisors, LLC is a finance institution located at 2603 Augusta Drive in Houston, Texas, United States. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we provide personalized solutions tailored to your unique needs. With a focus on transparency and integrity, Horizon Wealth Advisors, LLC is committed to guiding you towards a secure financial future. Contact us today to schedule a consultation and take the first step towards financial success.

Horizon Wealth Strategies, LLC is a finance institution located at 3305 Northland Drive, Austin, Texas, United States. They are dedicated to serving professional advisors and empowering clients to make wise financial decisions. With additional locations in New Braunfels, the team, including Mark D. Olson, Irene Stolte, Michael Ferrara, and Matt Kennedy, are licensed to sell insurance through New York Life Insurance Company and offer investment advisory services through Eagle Strategies LLC. They also offer securities products and services through NYLIFE Securities LLC. Please consult your own tax, legal, or accounting professional for personalized advice. Horizon Wealth Strategies LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Lloyd Stedman: First Horizon Mortgage is a leading finance institution located at 8910 West Sam Houston Parkway North in Houston, Texas, United States. With a reputation for excellence and expertise in the mortgage industry, Lloyd Stedman provides top-notch financial services to help individuals achieve their dream of homeownership. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Lloyd Stedman offers personalized solutions to meet your unique needs. Trust Lloyd Stedman: First Horizon Mortgage for all your mortgage needs and experience unparalleled customer service and financial guidance.

Paul Sarver: First Horizon Mortgage is a reputable finance institution located at 8910 West Sam Houston Parkway North in Houston, Texas, United States. With a focus on providing top-notch mortgage services, Paul Sarver and his team at First Horizon Mortgage are dedicated to helping individuals and families achieve their homeownership goals. Whether you are a first-time homebuyer or looking to refinance your current mortgage, you can trust Paul Sarver and his team to provide personalized and professional assistance every step of the way. Contact Paul Sarver: First Horizon Mortgage today to learn more about their comprehensive mortgage solutions.

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.

New Horizon Services is a leading institution located at 9800 North Lamar Boulevard in Austin, Texas, specializing in accounting and finance. We offer hands-on virtual and in-person modern IT & Technology training to optimize team performance and advance career development. Our training covers a wide range of topics, from Cybersecurity to AI & Machine Learning, ensuring that your team stays up-to-date with the latest technology advancements. With over 40 years of experience, our team of experts will guide you and your organization to cutting-edge IT and Technology training solutions. We are a Select Training Partner with AWS and offer authorized training solutions from over 30 industry-leading partners, including Microsoft and Amazon. Our commitment to quality is unmatched, and we provide top-rated instruction along with the tools and support you need to succeed.

AJL International is a leading institution located at 5021 Statesman Drive in Irving, Texas, United States. We offer a wide range of services including language courses, cultural exchange programs, and international business consulting. Our experienced team of professionals is dedicated to providing high-quality education and support to help our students succeed in a globalized world. Whether you are looking to improve your language skills, expand your cultural horizons, or enhance your international business connections, AJL International is here to help you achieve your goals. Visit us today to learn more about our programs and how we can assist you in reaching your full potential.

West Valley Tax Office, LLC is a comprehensive financial institution located at 708 Weiermann in Horizon City, Texas, United States. Specializing in accounting, finance, health, insurance services, and local government office functions, this establishment is your one-stop shop for all your financial needs. With a dedicated team of professionals, West Valley Tax Office, LLC is committed to providing top-notch service and expertise to help you with your financial goals. Whether you need assistance with tax preparation, insurance coverage, or general financial advice, you can trust West Valley Tax Office, LLC to provide reliable and efficient service. Visit us today and experience the difference for yourself.

Rapid Cash is a trusted financial institution located at 14010 Horizon Boulevard in Horizon City, Texas. We specialize in providing expert accounting and finance services to our valued clients. Whether you need assistance with budgeting, tax preparation, or financial planning, our team of experienced professionals is here to help. Visit us today to experience our efficient and reliable financial solutions.

M P's Tax Services is a professional accounting and finance institution located at 896 Horizon Boulevard in Socorro, Texas, United States. With a team of experienced and knowledgeable experts, we provide a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Our goal is to ensure that our clients receive the best possible outcomes when it comes to their financial needs. Contact us today to schedule an appointment and let us help you with all of your tax service needs.

Trankas Corporation is a leading institution located at 1163 Horizon Boulevard in El Paso, Texas, United States. Specializing in providing top-notch services in finance, consulting, and technology, Trankas Corporation is dedicated to helping businesses and individuals achieve their financial goals. With a team of experienced professionals, Trankas Corporation offers a wide range of services tailored to meet the unique needs of each client. Whether you are looking for financial advice, strategic planning, or technological solutions, Trankas Corporation is the go-to institution for all your needs. Contact us today to learn more about how we can help you succeed.

AF Services is a leading institution located at 1101 Darrington Road in Horizon City, Texas. We provide a wide range of services including financial consulting, tax preparation, and business advisory services. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized service and tailored solutions, AF Services is committed to delivering excellence in every aspect of our work. Visit us today to see how we can help you secure a better financial future.

The Study Abroad Program at Brownsville, Texas offers students the opportunity to enhance their education through international experiences. As a university institution, students have the chance to immerse themselves in different cultures, languages, and academic environments while earning credits towards their degree. With a diverse range of programs and destinations available, students can choose the study abroad experience that best fits their academic and personal goals. The program provides support services, cultural activities, and academic guidance to ensure a successful and enriching experience for all participants. Explore the world and expand your horizons with the Study Abroad Program in Brownsville, Texas.

Carson Wealth is a full-service financial planning institution located at 1120 North Kimball Avenue, Southlake, Texas, United States. Our team of financial advisors in the Dallas area is dedicated to simplifying the complexities of finance for you and your family. We cater to clients in the entire Metroplex and West Texas region, with a focus on providing personalized financial advice to individuals in the oil and gas industry, business owners, and executives. As Texans ourselves, we understand the unique financial needs and goals of our clients. Our goal is to help you achieve "true wealth" through a wealth designed, life-defined approach. We believe that money doesn't have to be complicated, and we strive to provide value to our clients in these unprecedented times.

Waterworth Wealth Advisors, LLC is a finance institution located at 1225 South Main Street in Grapevine, Texas, United States. What sets Waterworth Wealth Advisors apart from other financial advisory firms is our commitment to putting your interests first. As an independently owned firm, we are not tied to any corporate agenda, allowing us to provide personalized investment strategies and financial products tailored to your needs. We pride ourselves on simplifying complex financial topics and providing clear explanations without using technical jargon. Our goal is to build deep, lasting relationships with our clients so we can anticipate and address their financial needs, even those they may not be aware of.

Merrill Lynch Financial Advisor Martin W Pate is a finance institution located at 13135 Dairy Ashford Road, Sugar Land, Texas, United States. Martin has been with Merrill Lynch Wealth Management since 1996 and specializes in assisting clients with portfolio construction tailored to their risk tolerance, objectives, and time horizon through the Investment Advisory Program. He holds certifications as a Certified Investment Management Analyst (CIMA) and Certified Plan Fiduciary Advisor, CPFA. Martin is a graduate of Texas A&M University with a Masters in Statistics and is actively involved in local charities. The institution offers personalized wealth management services to help clients meet their financial goals, whether for personal wealth or organizational needs. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide comprehensive financial solutions.

Merrill Lynch Financial Advisor Arcy Yiping Wang is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. Arcy's wealth management approach is tailored to meet the needs of affluent families and small to mid-sized companies, offering effective financial strategies through an objective and systematic process. With a Master of Law from Boston University School of Law and FINRA Series 7 & 66 registrations, Arcy focuses on providing sound advice on creating long-term financial goals, developing asset allocation policies, and implementing customized investment solutions based on clients' risk tolerance, time horizon, and overall investment goals. She believes in delivering disciplined strategies in all market cycles to align with clients' interests. Merrill Personal Wealth Analysis™ is offered to build and document personalized plans centered on clients' goals. Arcy listens carefully to understand clients' aspirations and provides tailored financial approaches to help achieve their objectives. The institution aims to help clients stay on track to reach their financial goals by regularly reviewing and adjusting their financial approach. With access to investment insights from Merrill and banking solutions from Bank of America, Arcy works with clients to develop strategies to address their financial needs. The institution's mission is to understand clients' priorities and design personalized plans to help them pursue financial goals while managing investment risk. Through ongoing conversations and updates, the institution aims to help clients adapt their financial approach to reflect changes in their lives and the financial markets. With a focus on building a one-on-one relationship, Merrill Lynch Financial Advisor Arcy Yiping Wang provides personalized investment strategies and comprehensive financial solutions to help clients achieve their goals.

Simonet Financial Group, LLC is a finance institution located at 1300 Dacy Lane in Kyle, Texas, United States. Our unique culture and business model set us apart, allowing us to bring success to our clients in achieving their financial goals. Whether you are just starting out or have a substantial portfolio to manage, our planning services make your decisions easier so you can focus on what matters most to you. With our long-term approach and strategic partnerships, you can trust in professional investment oversight from some of the most capable money managers in the industry. Our investment structures are tailored to your individual goals, risk tolerance, and time horizon, giving you confidence in your financial decisions.

Merrill Lynch Financial Advisor Gary Paul Moore is a finance institution located at 8101 Southwest 34th Avenue in Amarillo, Texas, United States. As Merrill advisors, they provide personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. They believe in building relationships through meaningful conversations to help you prioritize your financial goals, whether it's wealth transfer, pursuing passions, or planning for the future. By utilizing the Investment Personality Assessment and staying updated on your changing life and goals, they work to create a customized approach to help you achieve what matters most to you. With access to Merrill's investment insights and Bank of America's banking solutions, they aim to address your financial needs and help you pursue your goals. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, focusing on turning your financial goals into reality. Let Merrill Lynch Financial Advisor Gary Paul Moore help you create a financial approach that reflects your personality and priorities to achieve your goals.

Merrill Lynch Financial Advisor Billy Apodaca is a finance institution located at 4699 North Mesa Street in El Paso, Texas, United States. As your Merrill advisor, Billy Apodaca provides personalized financial advice and guidance to help you develop a tailored financial strategy based on your risk tolerance, time horizon, and liquidity needs. The institution offers access to the investment insights of Merrill and the banking solutions of Bank of America to help you pursue your financial goals. Billy Apodaca follows the Merrill tradition of community involvement and volunteering. With the support of Merrill's global resources, Billy Apodaca's team is dedicated to building strong client relationships based on trust and personalized service. The institution offers the Merrill Personal Wealth Analysis™ to create a personalized plan centered on your goals. By understanding your aspirations and priorities, Billy Apodaca can help you manage, grow, and preserve your wealth while considering your long-term financial needs. The institution uses the Investment Personality Assessment to customize your financial approach and help you pursue what matters most to you. Regular check-ins and adjustments to your financial approach ensure that you stay on track to achieve your goals. Billy Apodaca believes in putting clients first and offers personalized investment strategies to help address your needs and pursue your financial goals. Get the latest investment insights and tips to help you live your best financial life with Merrill Lynch Financial Advisor Billy Apodaca.

Jackson Hewitt Tax Service, located at 13900 Horizon Boulevard in Horizon City, Texas, is a finance institution dedicated to helping you maximize your tax refund. While our tax advance loans have ended for this year, our Tax Pros are still ready to assist you in getting the most out of your return. Our professionals speak both English and Spanish, catering to a diverse range of clients. Conveniently located inside Walmart, you can drop off your tax documents while you shop and have a Tax Pro take care of the rest. We offer in-person tax preparation appointments, drop-off services, and assistance with IRS letters. If you prefer a one-on-one appointment with a Tax Pro, we recommend booking online or calling us at (915) 642-5827.

PM Squared Financial, located at 6050 Southwest Boulevard in Benbrook, Texas, is a finance institution that partners with Charles Schwab to offer a wide range of traditional security investments such as stocks, bonds, mutual funds, and ETFs. In response to client demand for exposure to cryptocurrency, PM Squared also partners with Gemini to provide digital asset investment opportunities, drawing on their team's expertise in trading Bitcoin since 2014. Unlike traditional brokerage accounts, PM Squared utilizes options trading to offer greater flexibility in investment choices during economic uncertainty. Accredited investors can take advantage of the opportunity to invest in Texas through capital raises for local businesses, providing steady income dividends and potential capital growth.

Visionary Wealth Partners is a finance and insurance agency located at 7550 Interstate 10 in San Antonio, Texas. Our firm specializes in crafting personalized wealth management strategies that prioritize financial growth, equitable distribution, and comprehensive retirement planning. We are dedicated to delivering unparalleled client experiences, catering to the unique needs of individuals, families, and foundations who share our vision for optimizing wealth for current and future generations. At Visionary Wealth Partners, we begin each new client relationship with a conversation to gain a comprehensive understanding of your objectives, risk tolerance, financial landscape, time horizon, and values. Our advisors then craft a holistic wealth management plan tailored to your specific needs, recognizing the uniqueness of each client's situation and ensuring that every plan is a customized fit.

Merrill Lynch Financial Advisor William W Bertron is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. As Merrill advisors, they provide personalized financial strategies tailored to individual needs, considering risk tolerance, time horizon, and liquidity needs. They prioritize goals that matter most to clients, whether it's wealth transfer, pursuing passions, or planning for the future. Through the Investment Personality Assessment, they gain insights into clients' investing preferences to customize financial approaches. They offer personalized plans to manage, grow, and preserve wealth, with access to investment insights and banking solutions from Bank of America. The team is dedicated to building strong client relationships based on trust and personalized service. They offer ongoing support to help clients stay on track towards their financial goals, adapting to changes in life and the markets. Merrill Lynch Wealth Management Advisors provide customized investment approaches to address individual needs and pursue goals. With a focus on personalized strategies and comprehensive financial solutions, they aim to help clients achieve their financial aspirations.

Merrill Lynch Financial Advisor Randy Simpson is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, the team believes in building lasting wealth through straightforward guidance and prudent choices. They avoid risky investments and complex strategies, focusing on personalized support and world-class resources. With over 210 years of collective industry experience and managing over 3 billion in client assets as of January 1, 2024, the TSPN Wealth Management Group serves a select group of individuals including CEOs, entrepreneurs, and executives. They aim to simplify the complexities of financial lives by offering banking services through Bank of America, N.A. The team believes in tailoring investment strategies to client goals, risk tolerance, and time horizon, with a focus on diversification across global asset classes. Meetings are held regularly to review performance and make necessary adjustments. The team is supported by Merrill's global resources and is dedicated to building strong client relationships based on trust and personalized service. Financial Advisor JJ from Merrill Lynch in Houston works to educate and assist clients in reaching their financial goals. He collaborates with his team to create wealth management plans tailored to each client's needs. Financial Advisor Sylvia is committed to helping families and business executives prepare for their financial future by creating long-lasting client relationships built on trust. She works collaboratively with clients to design customized roadmaps to reach their financial goals. Registered Wealth Management Client Associate Kate Walker has been with Merrill Lynch since 2017, working with domestic and international clients. Fluent in Spanish, she is an honors graduate with a background in social science research and a passion for community involvement.

Merrill Lynch Financial Advisor Jacoby Zane West is a finance institution located at 800 Capitol Street, Houston, Texas, United States. At TSPN, the team believes in building lasting wealth through straightforward guidance and prudent choices. They avoid risky investments, financial trends, and complex strategies, focusing instead on combining world-class resources with personalized support. With over 210 years of collective industry experience and over 3 billion in client assets, the TSPN Wealth Management Group serves a select group of organizations and individuals, including CEOs, entrepreneurs, and executives. They offer banking services through Bank of America, N.A. The institution believes in achieving financial success by making investment decisions that align with clients' goals. They emphasize strategic asset allocation tailored to each client's risk tolerance, time horizon, and liquidity needs. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Stephen P Lamb is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, we 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, our team at TSPN Wealth Management Group serves a select group of organizations and individuals, including CEOs, entrepreneurs, and executives. We focus on combining world-class resources with personalized, informed support to help clients achieve their greatest financial goals while preserving their financial futures. Our team believes in a mathematical, non-emotional investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, time horizon, and liquidity needs. We emphasize diversification across global asset classes, investment styles, sectors, and industry groups to manage portfolio risk effectively. We offer banking services through Bank of America, N.A. and provide regular meetings to review investment performance, portfolio rebalancing, and current strategy adjustments as needed.