Financial health management in Katy, Texas
27 results found
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Right Decision Financial Planning
● ClosedRight Decision Financial Planning, located at 7043 Terrece Ridge in Katy, Texas, has been providing independent fiduciary investment services since 2002. As a Registered Investment Adviser (RIA), we are held to the highest standard of client care, always putting our client's interests first and fully disclosing any potential conflicts of interest. Unlike traditional advisors, we do not directly hold customer funds or securities, instead, the client's assets are held at their chosen custodian for safekeeping. Our services include investment advisory and financial planning, with a focus on structuring prudent fiduciary processes around planning and investment management. We monitor our clients' progress on an ongoing basis and meet with them at least annually to discuss their financial goals. We work with most major custodians, offering our clients the flexibility to choose the custodian that best suits their needs.
7043 Terrace Ridge, Katy, TX 77494, United States -
McGee Wealth Management
● ClosedMcGee Wealth Management is a premier finance and insurance agency located at 848 Dominion Drive in Katy, Texas, United States. With a team of experienced professionals, we provide personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
848 Dominion Dr # 100, Katy, TX 77450, United States -
North Star Wealth Management Inc.
● OpenNorth Star Wealth Management Inc. is a comprehensive financial institution located in Katy, Texas, United States. Specializing in finance, health, insurance, and legal services, our team of experienced professionals is dedicated to helping clients navigate the complexities of their financial portfolios. Whether you are looking to grow your wealth, protect your assets, or plan for the future, North Star Wealth Management Inc. is here to provide expert guidance and personalized solutions tailored to your unique needs. Trust us to be your guiding light on the path to financial success.
2717 Commercial Center Boulevard Cinco Ranch, Ste E200, Katy, TX 77494, United States -
NEXT Financial Group, Inc.
● ClosedNEXT Financial Group, Inc. is a leading finance institution located at 11740 Katy Freeway in Houston, Texas, United States. As a full-service financial firm, we provide a wide range of investment and wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and tailored solutions to meet the unique needs of each individual or business. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, NEXT Financial Group, Inc. is here to help you every step of the way. Contact us today to learn more about how we can assist you in securing your financial future.
11740 Katy Fwy #600, Houston, TX 77079, United States -
Edward Jones - Financial Advisor: Shane P Theriot
● ClosedEdward Jones - Financial Advisor: Shane P Theriot is a reputable finance institution located at 633 East Fernhurst Drive, Katy, Texas, United States. As a trusted financial advisor, Shane P Theriot provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing sound investment advice, Edward Jones - Financial Advisor: Shane P Theriot is dedicated to helping clients secure their financial futures.
633 E Fernhurst Dr Suite 1104, Katy, TX 77450, United States -
Walters & Associates - Ameriprise Financial Services, LLC
● ClosedWalters & Associates - Ameriprise Financial Services, LLC is a finance institution located at 2900 Commercial Center Boulevard in Katy, Texas, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states, providing personalized financial planning services. During the initial consultation, we discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are dedicated to helping you achieve your objectives. Our website contains important disclosures, rules, and regulations to ensure your privacy and security. We appreciate referrals and look forward to helping your friends and family members reach their financial goals. Contact us today to schedule a meeting and discuss what's most important to you.
2900 Commercial Center Blvd #110, Katy, TX 77494, United States -
Anthony S Hensley - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAnthony S Hensley is a Financial Advisor at Ameriprise Financial Services, LLC located at 9821 Katy Freeway, Houston, Texas, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Anthony specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. He is dedicated to upholding the highest ethical standards and continuously educating himself to better serve his clients' needs. With his expertise and commitment to excellence, Anthony S Hensley is a trusted partner in helping clients achieve their financial goals.
9821 Katy Fwy Ste 840, Houston, TX 77024, United States -
Ricky Maique - State Farm Insurance Agent
● ClosedRicky Maique - State Farm Insurance Agent is an insurance agency located at 24285 Katy Freeway in Katy, Texas, United States. They offer a variety of insurance services including car insurance, home insurance, business insurance, and life insurance. The team at Ricky Maique is dedicated to providing great value to their customers and making a positive impact in the community. They are committed to helping customers manage risks, recover from the unexpected, and achieve their dreams. The office is staffed with licensed professionals who are ready to assist with all insurance and financial needs. Whether you need help with claims, service, or exploring different insurance options, the team at Ricky Maique is there to help. They are passionate about exceeding customer expectations and providing top-notch service. The office is also involved in various community activities and sponsorships, such as youth basketball, soccer, and swimming teams. Visit Ricky Maique - State Farm Insurance Agent for all your insurance needs and experience their dedication to serving the community.
24285 Katy Fwy Suite 300, Katy, TX 77494, United States -
Hanna Huang - State Farm Insurance Agent
● ClosedHanna Huang - State Farm Insurance Agent is a trusted insurance agency located at 1820 South Mason Road, Katy, Texas, United States. Hanna Huang is licensed to serve clients throughout Texas for their Auto, Fire, Health, Life, & Financial Service needs. She is fluent in English, Vietnamese, Mandarin, and Cantonese. In her free time, she enjoys spending time with her 2 kids, family, and friends, as well as pursuing her passion for photography. At Hanna Huang - State Farm Insurance Agent, the focus is on providing reliable guidance and outstanding customer service to help clients manage the risks of everyday life. The institution aims to protect assets and loved ones through strategic conversations and personalized insurance policies.
1820 S Mason Rd #330, Katy, TX 77450, United States -
Kyle Jungels - State Farm Insurance Agent
● ClosedKyle Jungels - State Farm Insurance Agent is located at 10920 Fry Road in Cypress, Texas, United States. As we enter the spring season, this insurance agency is dedicated to helping you protect what matters most. Whether you need to refresh your insurance coverage or ensure you have the right protection in place, Kyle Jungels and his team are here to assist you in making the most of this season of growth and renewal. Kyle Jungels is a third-generation State Farm Agent, following in the footsteps of his grandfather and father. With a background in accounting, finance, and extensive experience in various industries, Kyle is well-equipped to help you manage the risks of everyday life and achieve your financial goals.
10920 Fry Rd #700, Cypress, TX 77433, United States -
Jason Deitz - State Farm Insurance Agent
● ClosedJason Deitz - State Farm Insurance Agent is an insurance agency located at 16803 West Airport Boulevard in Richmond, Texas, United States. Situated west of FM 1464 in Aliana, on the same side as Sherwin Williams, near Aliana Donut, the agency is easily accessible to residents of Houston, Sugar Land, Katy, Missouri City, Rosenberg, and beyond. Born and raised in Houston, Jason Deitz is a licensed insurance agent with over 30 years of financial services experience. He holds a Bachelors of Business Management Degree from LeTourneau University and is dedicated to helping people protect what matters most, achieve their financial dreams, and recover from the unexpected. The agency offers a range of insurance products including home, life, and car insurance, with a focus on providing value rather than just the lowest price.
16803 W Airport Blvd Ste 120, Richmond, TX 77407, United States -
Al Johnson - State Farm Insurance Agent
● ClosedAl Johnson - State Farm Insurance Agent is a reputable health and insurance agency located at 4220 Cartwright Road in Missouri City, Texas, United States. The proud Texas native, Al Johnson, started his career in financial services before opening his first State Farm office in 2013. With a degree in marketing and management, Al Johnson is dedicated to helping lower to middle-income families understand their finances and prepare for life's unexpected events. The experienced and multilingual team at Al Johnson - State Farm Insurance Agent is ready to assist customers with finding the right policies for auto, homeowners, renters, business, life insurance, and more. The institution also offers valuable tips on topics such as drunk driving, totaled cars, and promoting businesses.
4220 Cartwright Rd Ste 904, Missouri City, TX 77459, United States -
Paul Cleveland - State Farm Insurance Agent
● ClosedPaul Cleveland - State Farm Insurance Agent is an insurance agency located at 1250 Wood Branch Park Drive in Houston, Texas, United States. Since opening in November of 2021, this institution has been dedicated to providing real value to customers by offering the right coverage at a competitive price. The team at Paul Cleveland - State Farm Insurance Agent focuses on understanding each customer's unique needs to create personalized insurance packages that ensure peace of mind. They offer a range of insurance services including auto, home, life, property, business, renters, and health insurance. Paul Cleveland - State Farm Insurance Agent serves clients across Texas, including areas such as Houston, Katy, Brookshire, Fulshear, Spring, The Woodlands, Cypress, Tomball, and more. The office has received recognition for their exceptional commitment to customer service and satisfaction. Whether you're looking for a new insurance partner or considering updating your current coverage, the team at Paul Cleveland - State Farm Insurance Agent is ready to assist.
1250 Wood Branch Park Dr Ste 110, Houston, TX 77079, United States -
FINO Services LLC
● ClosedFINO Services LLC is a reputable insurance agency and local government office located at 6193 Highway Boulevard in Katy, Texas, United States. Our dedicated team of professionals is committed to providing top-notch insurance services and assistance with local government matters. Whether you are looking for insurance coverage or need help navigating government procedures, we are here to help. Visit us today to experience our personalized service and expertise.
6193 Hwy Blvd #205, Katy, TX 77494, United States -
Ade Oyejobi - State Farm Insurance Agent
● ClosedAde Oyejobi - State Farm Insurance Agent is a trusted insurance agency located at 23410 Grand Reserve Drive in Katy, Texas. With over 17 years of experience as a small business owner, Ade Oyejobi is proud to serve the residents of Katy, Houston, and southeast Texas with a wide range of insurance options, including business, homeowners, auto, life, and renters insurance, as well as financial services. The agency is committed to providing personalized service to customers from all backgrounds, offering assistance in English, Spanish, and Yoruba. Ade Oyejobi and his team are dedicated to helping the community manage everyday risks, plan for the future, and protect what matters most. They prioritize customer service, treating each individual like a member of their own family. The agency is actively involved in supporting local organizations, schools, and businesses, and strives to make a positive impact in the community.
23410 Grand Reserve Dr Ste 204, Katy, TX 77494, United States -
Marcelo Perez - State Farm Insurance Agent
● ClosedWelcome to Marcelo Perez - State Farm Insurance Agency located at 2019 North Mason Road in Katy, Texas. As your local State Farm Insurance Agent, I have been serving the Katy community since 2015 with a team that has over 25 years of combined insurance experience. We offer a variety of insurance products including car, home, renters, motorcycle, life, and health insurance. Our focus is on customer satisfaction and providing personalized service to meet your insurance needs. Whether you are in Katy, Houston, Richmond, Fulshear, or the surrounding areas, we are here to help protect you and your family. Visit us today or give us a call at (281) 717-4777. Let us assist you in managing the risks of everyday life and achieving your financial goals.
2019 N Mason Rd Ste 103, Katy, TX 77449, United States -
Battistone Insurance Group
● ClosedBattistone Insurance Group is a licensed and bonded insurance agency located in Katy, Texas, serving the health and life insurance needs of individuals and families in Texas, Louisiana, and Oklahoma since 2005. We are available 9am-9pm, 7 days a week to provide you with the best price and coverage options for health, life, home, and auto insurance. Our experienced team specializes in small and medium-sized group and life insurance needs, as well as property and liability coverage. We understand the importance of having insurance to protect yourself and your loved ones in the event of a major accident or health issue, and we strive to prevent financial devastation.
23327 Grand Springs Dr, Katy, TX 77494, United States -
Ehrman Murphy & Company, LLP
● ClosedEhrman Murphy & Company, LLP is a health insurance agency located at 9225 Katy Freeway in Houston, Texas. We are dedicated to helping individuals, businesses, and families with their insurance needs. Our services include helping consumers save money, assisting businesses in reducing risk, and aiding families in protecting and preserving their financial future. We are licensed in Texas, Arkansas, California, and Colorado, and we represent top insurance carriers. How can we help you today?
9225 Katy Fwy # 201, Houston, TX 77024, United States -
Brandon Thompson - State Farm Insurance Agent
● ClosedBrandon Thompson - State Farm Insurance Agent is an insurance agency located at 1420 Katy Fort Bend Road in Katy, Texas, United States. Brandon Thompson, the proud owner, serves all Texas residents, with a focus on the Katy community and neighboring areas such as Houston, Brookshire, Cypress, and Sugar Land. The agency is also licensed to assist clients in Louisiana and Arkansas. Brandon and his team are dedicated to providing superior protection today to ensure clients can achieve their dreams tomorrow. They offer a range of insurance services including auto, homeowners, life, pet, and health insurance. Brandon, originally from New Orleans, Louisiana, brings over 10 years of experience in various industries to his agency. He is committed to helping and protecting people, especially during challenging times like the 2020 pandemic. The agency aims to treat all customers like family, upholding State Farm's mission to help individuals manage risks and recover from the unexpected. Whether you need assistance with insurance for your car, home, life, or health, Brandon and his team are here to help. Additional services include financial planning and advice to help clients secure their future. The agency also has multilingual staff members to assist clients in both English and Spanish. If you need help with insurance or financial planning, don't hesitate to reach out to Brandon Thompson - State Farm Insurance Agent for personalized service and support.
1420 Katy Fort Bend Rd Ste 150, Katy, TX 77493, United States -
Tammy Pham - State Farm Insurance Agent
● ClosedTammy Pham - State Farm Insurance Agent is located at 13618 Bellaire Boulevard in Houston, Texas. Our institution aims to help individuals manage everyday risks, recover from unexpected events, and achieve their dreams. With a background in business management and international business, we offer insurance and financial services in Houston, Sugar Land, Richmond, and Katy. Our team, led by Tammy Pham, is dedicated to meeting each customer's unique needs and helping them reach their savings goals. We specialize in auto, home, renter, life, motorcycle, boat, RV, and health insurance, as well as other financial services. We prioritize personalized customer service and are proud to work with individuals throughout Texas. Our website offers helpful tools such as a financial goal calculator and tips for removing cigarette smoke odor. For your protection, please avoid sharing sensitive personal information online. If you need assistance with our website, please call (281) 498-6800. Remember that investing involves risk, and it's important to consult a tax or legal advisor for personalized advice.
13618 Bellaire Blvd Ste E5, Houston, TX 77083, United States -
Shane Rogers - State Farm Insurance Agent
● ClosedShane Rogers - State Farm Insurance Agent is a local insurance agency located at 3300 South Gessner Road in Houston, Texas. With over 100 years of combined experience, Shane Rogers and his team have been serving customers in the greater Houston area since 2008. Born in Texas and raised in Louisiana, Shane has a deep understanding of the insurance industry and is passionate about helping customers manage risks, recover from the unexpected, and achieve their dreams. The agency offers a variety of insurance products including Auto Insurance, Home Insurance, Renters Insurance, Life Insurance, Business Insurance, Jewelry Insurance, Motorcycle Insurance, Boat Insurance, RV Insurance, Health Insurance, and other Financial Services. Shane and his team are dedicated to meeting the needs of families in Houston, Memorial, Bellaire, Cypress, Katy, Spring, Sugarland, The Woodlands, Conroe, Kingwood, and surrounding counties in Texas.
3300 S Gessner Rd St 210, Houston, TX 77063, United States -
Regional Finance
● ClosedRegional Finance is a leading financial institution located at 873 South Mason Road in Katy, Texas, United States. Specializing in providing personalized financial solutions, Regional Finance offers a wide range of services including personal loans, auto loans, and small business loans. With a commitment to helping individuals and businesses achieve their financial goals, Regional Finance prides itself on exceptional customer service and tailored financial guidance. Visit Regional Finance today to experience professional and reliable financial assistance.
873 S Mason Rd Suite 324, Katy, TX 77450, United States -
World Finance
● ClosedWorld Finance is a leading financial institution located at 2211 Fry Road in Katy, Texas, United States. Specializing in providing a wide range of financial services, World Finance is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, World Finance offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking for loans, credit services, or investment advice, World Finance is your trusted partner in financial success. Visit us today to experience the world-class service and expertise that sets us apart in the finance industry.
2211 Fry Rd D, Katy, TX 77449, United States -
J. David Wilson, CPA PLLC
● ClosedJ. David Wilson, CPA PLLC is a reputable accounting and finance institution located at 2803 Snow Finch Court in Katy, Texas, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Clients can expect personalized and professional service to help them manage their finances effectively.
2803 Snow Finch Ct, Katy, TX 77494, United States -
The Mott Group | Graystone Consulting - Morgan Stanley
● OpenThe Mott Group | Graystone Consulting - Morgan Stanley is a premier financial institution located at 15021 Katy Freeway in Houston, Texas, United States. As a part of Morgan Stanley, they offer a wide range of financial services and expertise to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and financial planning, The Mott Group | Graystone Consulting is dedicated to providing personalized solutions and exceptional service to their clients.
15021 Katy Fwy #650, Houston, TX 77094, United States -
MABE International Advisors, Inc.
● ClosedMABE International Advisors, Inc. is a leading accounting and finance institution located at 11511 Katy Freeway in Houston, Texas. Our Outsourced CFO and Business Consulting Services provide a clear perspective on financial strategy aligned with your business goals. We offer customized accounting and bookkeeping services to meet the specific needs of your business, helping you keep tax obligations low through diligent planning. Our experienced team is dedicated to creating accounting solutions and reducing tax liabilities for all clients, from new ventures to established businesses. We provide tax preparation, financial statement processing, and strategic financial leadership services to help drive growth and manage risks. With our comprehensive business consulting service, we support organizations in achieving their financial and operational objectives. By outsourcing accounting tasks, companies can focus on core activities and strategic tasks, freeing up time and resources. Stay updated with our newsletter to improve your business knowledge and receive the latest news, trends, and updates. Let us drive your business to success with our expertise and support.
11511 Katy Fwy #640, Houston, TX 77079, United States -
Bookkeeping Sky, LLC
● ClosedBookkeeping Sky, LLC is an online accounting and bookkeeping firm located in Katy, Texas, serving small to medium-sized businesses across the United States. With years of experience in various industries, our team of experts is dedicated to helping your business achieve its financial goals through accurate and reliable accounting services. Our services include reconciling bank accounts, setting up QuickBooks online, generating financial statements, and preparing tax returns. We use advanced tools and software to provide you with detailed reports and insights into your business's financial health.
1423 Vander Wilt Ln, Katy, TX 77449, United States
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