Financial decisions in Houston, Texas

Fundamental Advisors is a finance institution located at 10000 Memorial Drive in Houston, Texas, United States. We specialize in providing expert financial advisory services to help individuals and businesses achieve their financial goals. Our team of experienced professionals offers a comprehensive range of financial services, including investment management, wealth planning, and retirement planning. With a focus on fundamental analysis and personalized strategies, we strive to help our clients make informed decisions and secure their financial future. Contact us today to learn more about how Fundamental Advisors can help you reach your financial objectives.

Mariner Investment Group is a finance and insurance agency located at 9601 Katy Freeway, Houston, Texas, United States. Since 1994, we have been dedicated to helping individuals and families plan for a bright future through financial and investment planning. Our team of licensed financial advisors specializes in Self Directed retail and Retirement Accounts, Managed Accounts Clearing, and offers impartial guidance on how to invest in stocks. As a registered broker dealer with the Securities and Exchange Commission and a member of FINRA/SIPC, we provide transparent fee structures and unbiased recommendations to help you reach your long-term financial goals. Our team is committed to ethics and integrity, ensuring that your best interests are always prioritized.

Buckingham Strategic Wealth, located at 3773 Richmond Avenue in Houston, Texas, offers a personalized and consultative fee-only wealth management process for clients. Their team in Houston works closely with clients to define financial goals and create a comprehensive financial plan to achieve them. Services include portfolio management, retirement planning, risk management, education funding, and more. The Houston office became part of Buckingham in 2015 through the acquisition of Posey Capital Management. Since 2001, the team has been dedicated to serving as trusted advisors to clients, helping them make informed financial decisions and secure their financial futures.

Capitalwise Wealth Management is a proactive financial institution located at 3200 Southwest Freeway in Houston, Texas. Our team of wealth management advisors is dedicated to helping high-net-worth families and select businesses achieve their financial goals. From retirement planning to estate planning, investments, and risk management, we provide personalized strategies to simplify your financial journey. We specialize in working with Oil & Gas Professionals, inter-generational family businesses, medical practices, and law or accounting partnerships. Our portfolio strategy is designed for accredited investors and high-net-worth individuals, offering investment advisory products and services for foundations, endowments, and nonprofit organizations.

The Waterwall Group - Morgan Stanley is a prestigious finance institution located at 2800 Post Oak Boulevard in Houston, Texas, United States. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to clients, including wealth management, investment banking, and asset management. With a strong reputation for excellence and a commitment to serving the needs of their clients, The Waterwall Group - Morgan Stanley is a trusted partner for individuals and businesses seeking financial guidance and support.

Smart Capital Management is a leading finance institution located at 5757 Woodway Drive in Houston, Texas. Our team of experienced professionals specializes in providing expert advice and services in capital management, investment strategies, and financial planning. With a focus on maximizing returns and minimizing risks, we strive to help our clients achieve their financial goals and secure their future. Whether you are an individual investor, business owner, or institution, Smart Capital Management is dedicated to providing personalized solutions tailored to your unique needs. Trust us to navigate the complex world of finance and help you make smart decisions for long-term success.

Masterson Advisors LLC is a finance institution located at 3 Greenway Plaza in Houston, Texas, United States. We specialize in providing expert financial advice and assistance to individuals and businesses looking to achieve their financial goals. Our team of experienced advisors is dedicated to helping clients navigate the complexities of the financial world and make informed decisions to secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, Masterson Advisors LLC is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards financial success.

Bank of America Private Client Advisor Michael (Mike) J Sonnier is a Managing Director at Bank of America Private Bank in Houston, Texas. With over 30 years of experience in the financial services industry, Mike works closely with clients to identify their goals and needs, offering personalized guidance on investment management, wealth transfer, credit solutions, and trust and estate planning services. He has a strong background in entrepreneurship, having founded and successfully sold a company focused on providing CFO services to small, family-owned businesses. At Bank of America Private Bank, Mike and his team prioritize understanding each client's unique situation before creating tailored strategies to help achieve their financial objectives. With a commitment to innovation and a focus on disciplined financial strategies, they aim to provide clients with the tools and resources needed to navigate today's evolving financial landscape.

Client's Best Interest, LLC is a finance institution located in Houston, Texas, United States. Our primary focus is always on our clients' best interests, providing personalized financial services and guidance to help them achieve their goals. Our team of experienced professionals is dedicated to building strong relationships with our clients and offering expert advice on investments, retirement planning, and wealth management. At Client's Best Interest, LLC, we are committed to helping our clients make informed financial decisions and secure their financial future.

Old Course Investment Partners, LLC is a finance institution located at 2211 Norfolk Street in Houston, Texas, United States. With a focus on providing expert investment services, Old Course Investment Partners, LLC is committed to helping clients achieve their financial goals through strategic planning and sound investment strategies. The team of professionals at Old Course Investment Partners, LLC is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Old Course Investment Partners, LLC is here to help you navigate the complex world of finance with confidence and peace of mind.

Guidehouse is a finance and health institution located at 609 Main Street in Houston, Texas, United States. Specializing in operationalizing data, Guidehouse helps organizations harness exponential growth and navigate complexity as an opportunity for positive change. With expertise in both regulated commercial and public sectors, Guidehouse serves as a trusted guide for organizations looking to transform and innovate for the future. Embracing new perspectives and delivering unwavering success, Guidehouse is dedicated to making a lasting impact for good.

Secure Planning is a trusted institution located at 700 Milam Street in Houston, Texas, United States. Specializing in finance, insurance, and real estate services, our team of experienced professionals is dedicated to providing top-notch financial planning solutions to help our clients achieve their goals and secure their future. Whether you are looking for investment advice, insurance coverage, or assistance in buying or selling property, Secure Planning is here to guide you every step of the way. Contact us today to schedule a consultation and start securing your financial future.

FTI Consulting is a leading global advisory firm specializing in finance and business strategy. Located in Houston, Texas, at 1301 McKinney Street, FTI Consulting offers a wide range of services to help clients navigate complex financial challenges and make informed decisions. With a team of experienced professionals, FTI Consulting provides expert advice and tailored solutions to meet the unique needs of each client. Whether you are facing a financial restructuring, litigation, or regulatory compliance issue, FTI Consulting is dedicated to helping you achieve your goals and succeed in today's competitive marketplace.

Merrill Lynch Wealth Management, located at 600 Rockmead Drive in Houston, Texas, offers customizable and strategic financial planning services. The branch's financial advisors are committed to understanding each client's unique objectives and providing tailored wealth management strategies. With access to a wide range of resources, including retirement income planning and estate planning services, clients can receive comprehensive guidance on their financial goals. The branch is dedicated to delivering exceptional client service and giving back to the community through volunteerism and charitable outreach. Whether you are a high achiever looking for a career in finance or seeking personalized investment advice, Merrill Lynch Wealth Management offers the expertise and resources to help you achieve your financial goals. Please note that investing involves risk and it is important to consult with legal and tax advisors before making any financial decisions.

Callahan Advisors LLC is a reputable finance institution located at 3555 Timmons Lane in Houston, Texas, United States. With a team of experienced financial advisors, they provide a wide range of financial services including investment planning, wealth management, and retirement planning. Their personalized approach ensures that clients receive tailored solutions to meet their financial goals and objectives. Contact Callahan Advisors LLC today to secure your financial future.

Iscential Insurance: Jennifer Munoz Agency is a premier independent insurance agency located at 6112 North 10th Street, McAllen, Texas. As part of the Iscential Insurance network, we offer insurance solutions for individuals, families, and businesses, specializing in finance, health, and insurance services. With our headquarters in Houston, TX and locations throughout the United States, we are dedicated to providing personalized and trusted advice to our clients. At Iscential, we believe in challenging the status quo and putting our clients' interests above all else. With over 140 different insurance companies to work with, we can tailor options that are uniquely fit for your needs. Our in-house client service team ensures a smooth customer experience, and our independent status allows us to offer a wide range of insurance and financial services.

Frost Investment Advisors LLC is a leading finance institution located at 111 West Houston Street in San Antonio, Texas, United States. With a team of experienced professionals, Frost Investment Advisors LLC specializes in providing a wide range of investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Frost Investment Advisors LLC offers personalized solutions to meet your needs. Trust in their expertise and dedication to help you make informed decisions and secure your financial future.

Alex Linder - Thrivent is a finance institution located at 12807 Jones Road, Houston, Texas, United States. With licenses in multiple states including CA, CO, FL, IA, LA, MO, OH, OR, PA, TX, VA, WA, WI, and WV, Thrivent is dedicated to providing financial advice, investments, insurance, banking, and generosity programs to help individuals and families achieve financial security and clarity. As a Financial Professional with over 20 years of experience, we work with clients to develop comprehensive financial plans that align with their goals and values. Through collaboration and education, we aim to ensure that our clients feel confident in their financial decisions for themselves and future generations. Thrivent does not provide legal, accounting, or tax advice, but offers a Financial Planning Framework and Dedicated Planning Services to assist clients in achieving their financial goals. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products, securities, and investment advisory services through licensed financial advisors. For more information on professional designations and services offered, visit Thrivent.com.

Michael Moore - Morgan Stanley is a finance institution located at 2800 Post Oak Boulevard in Houston, Texas. As a branch of the renowned Morgan Stanley company, they offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, Michael Moore - Morgan Stanley is dedicated to helping you make informed decisions and secure your financial future.

American Management Advisors is a leading finance institution located at 1542 Adams Walk Court in Houston, Texas. Our team of experienced advisors provides expert financial guidance to individuals and businesses looking to optimize their financial strategies. With a focus on personalized service and tailored solutions, we help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of financial management.

Ladd Bednar - Raymond James is a finance institution located at 15375 Memorial Drive in Houston, Texas, United States. With a strong reputation for providing expert financial advice and services, they specialize in helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced team at Ladd Bednar - Raymond James is dedicated to helping you make informed decisions and secure your financial future.

Joseph Shemenski - Raymond James is a reputable financial institution located at 15375 Memorial Drive in Houston, Texas. With a focus on providing top-notch financial services, they offer a wide range of investment options and financial planning solutions to help clients achieve their financial goals. The team at Joseph Shemenski - Raymond James is dedicated to providing personalized service and expert advice to help clients make informed decisions about their finances. Whether you are looking to invest for the future or plan for retirement, Joseph Shemenski - Raymond James is committed to helping you secure your financial future.

Edward Jones is a reputable finance institution located in Houston, Texas, United States. With a strong focus on personalized financial planning and investment services, Edward Jones is dedicated to helping individuals and families achieve their long-term financial goals. Their team of experienced financial advisors provides expert guidance and support to clients, ensuring they make informed decisions about their investments and financial future. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones is committed to helping you succeed financially.

Capital Advisors, Inc. is a leading finance institution located at 920 Memorial City Way in Houston, Texas, United States. With a team of experienced financial advisors, we provide personalized investment solutions to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, our team is dedicated to providing expert guidance and support every step of the way. Trust Capital Advisors, Inc. to help you make informed decisions and secure a prosperous financial future.

Strategic Advisory Services, L.L.C. is a leading finance institution located at 10333 Richmond Avenue in Houston, Texas, United States. With a team of expert advisors, they offer strategic financial advice and services to help clients make informed decisions and achieve their financial goals. Whether you are an individual looking to invest wisely or a business seeking to optimize your financial strategies, Strategic Advisory Services, L.L.C. is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise to guide you towards financial success.

Paul Comstock Partners is a finance institution located at 1177 West Loop South in Houston, Texas, United States. We specialize in providing independent, objective, decision-enabling wealth management advice to individuals, families, fiduciaries, and their advisors. Our team of wealth advisors conducts thorough, strategic research to develop personalized investment and succession planning advice that is client-centered and innovative. As an employee-owned firm with over 40 years of experience, we believe in earning our clients' confidence by delivering clarifying analysis that is both client-centered and sometimes contrarian. We offer flat-fee portfolio asset analysis to assess management performance and strategy, as well as advice on organizing family financial capital to maximize results for generations to come.

Crimson Management is a finance institution located at 99 Detering Street in Houston, Texas, United States. Our team of experienced professionals provides expert financial services to individuals and businesses, helping them achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, Crimson Management is dedicated to helping our clients navigate the complexities of the financial world and make informed decisions. Contact us today to learn more about how we can help you with your financial needs.

Lantern Investments, Inc. is a finance institution located at 720 North Post Oak Road in Houston, Texas, United States. With a focus on providing expert financial services and investment solutions, Lantern Investments, Inc. is committed to helping clients achieve their financial goals and secure their future. Their team of experienced professionals offers personalized advice and guidance to help clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Lantern Investments, Inc. is dedicated to helping you succeed financially.

Andrew Haftek - TIAA Wealth Management Advisor is a leading finance institution located at 6400 Fannin Street in Houston, Texas, United States. As a trusted advisor, Andrew Haftek offers personalized wealth management services to help clients achieve their financial goals. With a focus on long-term success and financial security, Andrew Haftek provides expert guidance and strategic planning to help clients navigate the complexities of wealth management. Whether you are planning for retirement, investing for the future, or managing your assets, Andrew Haftek is dedicated to helping you make informed decisions and build a strong financial foundation.

Performance Trust Capital Partners is a finance institution located at 5615 Kirby Drive in Houston, Texas, United States. We are dedicated to providing your institution with the strategies, tools, and insights needed to make confident decisions and achieve great performance. Our goal is to build strong relationships based on trust, conflict resolution, and delivering exceptional solutions and operational services essential for long-term success. In today's rapidly changing financial landscape, education is key to navigating challenges and seizing opportunities. By staying informed and reflecting on past performance, your team can be well-equipped to overcome obstacles and create value for shareholders and stakeholders. Performance Trust Capital Partners, LLC is a member of FINRA/SIPC/NFA, and we understand that past performance does not guarantee future results. Investing always involves risks, including potential loss of principal.