TOP 30 Financial planning and management in Universal City, Texas

Edward Jones - Financial Advisor: Steve D Rocha II is a reputable finance institution located at 433 Kitty Hawk Road in Universal City, Texas, United States. As a trusted financial advisor, Steve D Rocha II offers personalized financial planning services to help clients achieve their financial goals and secure their future. With a commitment to providing top-notch financial advice and guidance, Edward Jones is dedicated to helping clients make informed decisions about their investments and finances. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Steve D Rocha II is here to help you every step of the way. Visit our office today to start your journey towards financial success.

Merrill Lynch Financial Advisor Henry Matula is a finance institution located at 5775 North Sam Houston Parkway West, Houston, Texas, United States. Henry Matula, CFP, Senior Vice President, Wealth Management Advisor, Portfolio Manager, has extensive experience in sophisticated wealth management strategies. As a Board CERTIFIED FINANCIAL PLANNER™ professional, Henry takes a holistic approach to asset and liability management. He is a graduate of the University of Houston’s C. T. Bauer School of Business and has completed the Executive Education Program at the University of Pennsylvania’s Wharton School. Henry and his wife Tanya live in Houston and enjoy spending time with their two sons. As part of the Merrill Investment Advisory® Program, Henry has the flexibility to make thoughtful changes to a client's portfolio if the client chooses to give him that discretionary option. Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on goals and objectives. The institution offers personalized investment strategies and comprehensive financial solutions to help clients pursue their goals. Henry Matula is registered to do business in multiple states and is committed to helping clients achieve their financial goals through personalized planning and investment strategies.

Merrill Lynch Financial Advisor Brian Campbell is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. With 6 years of experience in the financial services industry, Brian focuses on serving business owners, veterans, and families. He holds a bachelor's degree in History from The University of Houston and a Master of Business Administration in Finance and Investment Management from the University of Houston - Downtown. The institution is actively involved in the community, volunteering for organizations supporting Veteran causes and education. Merrill Personal Wealth Analysis™ is offered to build and document personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The institution offers advice and guidance based on clients' goals and priorities, focusing on helping individuals achieve their financial objectives. With access to Merrill's investment insights and banking solutions from Bank of America, the institution works with clients to develop customized approaches to address financial needs. Regular check-ins and adjustments to financial plans are made to ensure clients stay on track to achieve their goals. The institution believes in getting to know clients personally to create financial approaches that reflect individual personalities and priorities. Merrill Lynch Financial Advisor Brian Campbell is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions. Clients are encouraged to consult legal and tax advisors before making financial decisions. The institution provides a broad range of brokerage, investment advisory, and other services to help clients live their best financial lives.

Academic Investment Management is a finance institution located in The Woodlands, Texas, United States. Our team of experienced professionals specializes in managing investments for academic institutions, providing tailored solutions to help our clients achieve their financial goals. With a focus on research-driven strategies and a commitment to transparency and integrity, we strive to deliver superior results for our clients. Contact us today to learn more about how Academic Investment Management can help you optimize your investment portfolio.

Merrill Lynch Financial Advisor Paul M Margraves, located at 800 Capitol Street in Houston, Texas, is dedicated to providing straightforward guidance and prudent financial choices to help clients build lasting wealth. The institution focuses on avoiding risky investments and complex strategies, instead combining world-class resources with personalized support. 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. The team at Merrill Lynch believes in simplifying the complexities of financial lives by offering banking services through Bank of America, N.A. Through a non-emotional investment process that includes strategic asset allocation and diversification, the team at Merrill Lynch aims to help clients achieve their financial goals while managing portfolio risk. Meetings are held regularly to review performance, rebalance portfolios, and adjust strategies as needed. The institution is supported by the global resources of Merrill and is committed to building strong client relationships based on trust and personalized service. Financial Advisor JJ, a graduate of the University of Houston, works to educate and assist clients in reaching their financial goals, while Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial futures. Registered Wealth Management Client Associate Elena "Kate" Walker, a lifelong Houstonian and world traveler, works with domestic and international clients, providing support and assistance in managing their wealth. The team at Merrill Lynch is committed to helping clients achieve their financial goals and build a secure financial future.

Located at 800 Capitol Street in Houston, Texas, Merrill Lynch Financial Advisor Shawn D Farrokh offers insights, observations, and ideas to help clients pursue their financial goals. With 19 years of experience in the financial services industry, Shawn focuses on serving his clients' needs by providing personalized financial plans. He holds a bachelor's degree in Foreign Language and an MBA in Finance from Saint Joseph's University. Shawn follows the Merrill tradition of community involvement, volunteering with organizations in the area. He believes in building personalized plans centered on clients' goals and priorities. By understanding clients' investment preferences through the Investment Personality Assessment, Shawn customizes financial approaches to help clients pursue what matters most to them.

Merrill Lynch Financial Advisor Santiago Vidales Hildebrandt is located at 2800 Post Oak Boulevard in Houston, Texas. Santiago is a Vice President and International Financial Advisor with Merrill Lynch Wealth Management, specializing in working with high-net-worth individuals, families, business owners, and institutional clients both in the US and internationally. With a focus on personalized client experiences and a holistic goals-based approach, Santiago leverages the investment resources of Merrill and the banking capabilities of Bank of America to help clients achieve their financial goals. Santiago's background in Corporate and Investment Banking allows him to provide unique strategies across various disciplines, including investments, credit and lending, trust and estate planning, and business succession planning. Santiago is bilingual and a native Spanish speaker, with a Bachelor's degree in Economics from The University of Georgia. He holds FINRA Series 7 and Series 66 registrations. Prior to joining Merrill, Santiago worked in commercial banking at HSBC Bank and UBS Group, as well as in Corporate & Investment Banking at BBVA. Raised in Lima, Peru, Santiago has successfully founded business ventures in the services and real estate industries and enjoys playing tennis, traveling, and spending time with his family in Bellaire, Texas.

Merrill Lynch Financial Advisor Christopher C. Magee, located at 2800 Post Oak Boulevard in Houston, Texas, provides expert guidance and advice to business owners, entrepreneurs, and executives in the aerospace industry. With a strong banking background and years of experience, Chris helps clients navigate their financial lives by looking at both sides of their balance sheets. He holds a bachelor's degree in finance and economics from Texas State University and is a Chartered Retirement Planning Counselor™, CRPC™, offering valuable insights on structuring wealth for retirement. Chris takes a holistic approach to wealth management, uncovering clients' aspirations and helping them achieve their financial goals. When he's not in the office, Chris enjoys fishing, golf, and fitness. As a Merrill Lynch Wealth Management Advisor, Chris focuses on understanding his clients' priorities, goals, and changing needs over time. By developing personalized financial plans and staying informed on market trends, he helps clients pursue their aspirations and manage investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, Chris works with clients to address their financial needs and achieve their long-term goals. Backed by the resources and expertise of Merrill Lynch, Chris is dedicated to helping clients navigate the complexities of their financial lives and build customized investment strategies. Whether you're planning for retirement, saving for a major purchase, or passing wealth to future generations, Chris is committed to helping you achieve financial success. Contact Chris Magee today to start a conversation about your financial goals and aspirations.

The Merrill Lynch Financial Advisor Jeremy C Newton institution, located at 800 Capitol Street, Houston, Texas, United States, offers straightforward guidance and prudent financial choices to help clients build lasting wealth. The team at TSPN avoids risky investments and complex strategies, focusing on personalized support and world-class resources. With over 210 years of collective industry experience and $3 billion in client assets, the TSPN Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. Their services include banking through Bank of America, N.A., and a personalized investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, and time horizon. The team meets with clients regularly to review performance and adjust strategies as needed. Merrill's global resources support the team, comprised of talented individuals dedicated to building strong client relationships based on trust and personalized service. Financial Advisor JJ, a University of Houston graduate with a specialization in Personal Financial Planning, works to help clients achieve their financial goals. Financial Advisor Sylvia is committed to helping families and business executives plan for their financial future, creating long-lasting relationships built on trust. Registered Wealth Management Client Associate Kate, fluent in Spanish and a world traveler, assists domestic and international clients with a background in social science research. The team at Merrill Lynch Financial Advisor Jeremy C Newton is dedicated to helping clients simplify the complexities of their financial lives and reach their financial goals.

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.

Merrill Lynch Financial Advisor Timothy J White is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, they 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 as of January 1, 2024, their Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. The team at TSPN focuses on personalized, informed support and avoids risky investments and complex strategies. They believe in simplifying the complexities of their clients' financial lives by offering banking services through Bank of America, N.A. Their team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. They offer services such as investment portfolio reviews, rebalancing, and strategy adjustments to help clients reach their financial goals. The team at Merrill Lynch does not provide legal, tax, or accounting advice, but they work with clients to help them make informed financial decisions. Financial Advisor JJ is a graduate from the University of Houston with a Bachelor of Business Administration in Finance. He is committed to helping clients reach their personal and financial goals by creating a wealth management plan tailored to their needs. Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial future by understanding their needs and values. She believes in creating long-lasting client relationships built on trust and professional integrity. Registered Wealth Management Client Associate Elena "Kate" Walker has been with Merrill Lynch since 2017, working with domestic and international clients. Fluent in Spanish, she has a background in social science research and is dedicated to helping clients reach their financial goals.

Merrill Lynch Financial Advisor Matthew C Jewell is a trusted finance institution located at 800 Capitol Street, Houston, Texas, United States. At TSPN, they believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and over $3 billion in client assets, their team of experienced professionals serves a select group of organizations and individuals, including CEOs, entrepreneurs, and executives. Their personalized approach focuses on avoiding risky investments and complex strategies, instead combining world-class resources with informed support. They offer banking services through Bank of America, N.A. and believe in helping clients make investment decisions that align with their personal goals.

Merrill Lynch Financial Advisor Madison Spahr is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, they focus on providing straightforward guidance and prudent choices to build lasting wealth for their clients. With over 210 years of collective industry experience and managing over 3 billion in client assets, their team of experts serves a select group of individuals, including CEOs, entrepreneurs, and executives. They offer personalized support, strategic asset allocation, and a focus on diversification to help clients achieve their financial goals. Meetings are held regularly to review performance and make adjustments as needed. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. Financial Advisor JJ, a graduate of the University of Houston, works with clients to create wealth management plans tailored to their goals. Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial futures, taking the time to understand their needs and values. Registered Wealth Management Client Associate Kate has been with Merrill Lynch since 2017, bringing a wealth of experience working with domestic and international clients. They offer banking services through Bank of America, N.A., and lending services to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Laura Philmon is a finance institution located at 800 Capitol Street in Houston, Texas, United States. The institution, known as TSPN Wealth Management Group, focuses on providing straightforward guidance and prudent choices to build lasting wealth for their select group of clients. With over 210 years of collective industry experience and over 3 billion in client assets, the team at TSPN combines world-class resources with personalized support to pursue clients' greatest financial goals while preserving their futures. Merrill Lynch Financial Advisor Laura Philmon offers banking services through Bank of America, N.A. Their team believes in a mathematical, non-emotional investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, and time horizon. They emphasize diversification across global asset classes to manage portfolio risk effectively.

Merrill Lynch Financial Advisor Alan E. Skidmore is a finance institution located at 1780 Hughes Landing Boulevard in The Woodlands, Texas, United States. Alan is a CERTIFIED FINANCIAL PLANNER™ certificant with over twenty years of business experience. He is part of The PSMC Group at Hughes Landing and holds the Chartered Retirement Planning Counselor designation. With a BS degree from Kansas State University, Alan focuses on building personalized financial plans tailored to each client's goals and priorities. The Merrill Personal Wealth Analysis™ helps in documenting these plans to achieve financial success. By understanding each client's aspirations and addressing their concerns, Alan helps manage investment risk while working towards financial goals. The institution offers a range of investment strategies and financial solutions from Merrill and Bank of America to help clients navigate through life's financial complexities. Alan is registered to do business in multiple states and is committed to providing personalized advice and guidance to help clients live their best financial life.

Edward Jones - Financial Advisor: Travis W Rehberg is a reputable finance institution located on Wolf Ranch Parkway in Georgetown, Texas, United States. As a trusted financial advisor, Travis W Rehberg provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Travis W Rehberg is dedicated to helping clients navigate the complexities of the financial world and secure their financial future.

Merrill Lynch Financial Advisor Douglas Quint is located at 501 South Austin Avenue, Suite 1110, Georgetown, Texas, United States. Doug Quint is a Vice President and Wealth Management Advisor with a focus on providing a comprehensive approach to managing wealth tailored to each client's individual needs and priorities. With a background in banking, Doug utilizes industry tools to serve his clients in various financial advisory capacities. He is dedicated to delivering excellent service and helping clients pursue their financial goals. Doug Quint is also part of The Special Needs Team at Merrill, serving the Austin, Texas area. This dedicated team works closely with special-needs professionals and family members to improve the long-term well-being of individuals who are unable to care for themselves, including the elder population and those with special needs. The team has extensive experience collaborating with Guardians, Corporate Trustees, Estate Planning Attorneys, and Personal Injury Attorneys.

Edward Jones - Financial Advisor: Drew Bunce is a reputable finance institution located at Wolf Ranch Parkway in Georgetown, Texas, United States. Drew Bunce is a dedicated and experienced financial advisor who provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Drew Bunce is a trusted partner in helping individuals and families secure their financial future.

Merrill Lynch Financial Advisor Brett A Korensky is a renowned institution located at 3700 North Capital of Texas Highway, Austin, Texas, United States. Mr. Korensky, a Senior Vice President and Wealth Management Advisor, has been a part of Merrill Lynch Wealth Management since 1991. With a background in Economics and Mathematics from Northern Illinois University and an MBA from the University of Chicago Graduate School of Business, Mr. Korensky specializes in advising high net worth families and business owners. His expertise lies in areas such as Corporate Equity Plan Services, High Net Worth Lending, Asset Management Strategies, and Concentrated Stock Management. Additionally, Mr. Korensky is dedicated to giving back to the community through volunteering and philanthropic efforts. With a focus on personalized financial planning centered around your goals and priorities, Merrill Lynch Financial Advisor Brett A Korensky is committed to helping you achieve financial success.

College Financial Services is a university located at 4320 North Belt Line Road in Irving, Texas, United States. Our institution is dedicated to providing students with comprehensive financial aid services to help them navigate the complexities of funding their education. From scholarships and grants to student loans and work-study programs, we offer a wide range of resources to ensure that students can achieve their academic goals without financial barriers. Our experienced financial aid advisors are here to assist students every step of the way, helping them make informed decisions about their financial future. Visit College Financial Services today to learn more about how we can support your educational journey.

College Planning of Texas is a prestigious university located in San Antonio, Texas, United States. Our institution is dedicated to helping students achieve their academic and career goals through comprehensive planning and support services. With a focus on personalized guidance and resources, we strive to empower students to make informed decisions about their education and future. Our experienced faculty and staff are committed to providing a high-quality education and cultivating a supportive learning environment for all students. Visit us at 9901 Interstate 10 to learn more about our programs and how we can help you succeed in your academic journey.

Hatter and Associates, LLP. is a prestigious accounting and finance institution located at 1300 South University Drive in Fort Worth, Texas, United States. Our team of dedicated professionals provides expert financial services to individuals and businesses, helping them achieve their financial goals and navigate complex financial matters. With a commitment to excellence and personalized service, Hatter and Associates, LLP. is a trusted partner for all your accounting and finance needs.

Latino Universal Income Tax Multiservices LLC is a comprehensive financial institution located at 2501 Centennial Drive in Arlington, Texas. Specializing in accounting, finance, and insurance services, our experienced team is dedicated to providing top-notch assistance to individuals and businesses in managing their financial affairs. Whether you need help with tax preparation, investment planning, or insurance coverage, we are here to help you navigate the complex world of finance with ease. Visit us today to experience our professional and personalized approach to financial services.

KCA Financial Solutions LLC is a company incorporated in the State of Texas in 2016. However, our beginnings were in 2009 when we noticed the need for Latino entrepreneurs interested in opening businesses within the United States. From 2009 to 2016, we incorporated more than 150 companies and provided accounting and financial solutions that have helped these businesses continue to operate. Located in Katy, Texas, at KCA Financial Solutions LLC, we specialize in providing Tax and Accounting Advisory services for small and medium-sized businesses, supported by reliability, integrity, and high-quality services. This has led to long-term relationships with loyal clients who value the experience and personalized attention of an Accountant.

Education First Federal Credit Union - Lamar University Campus is a financial institution located at 4695 Rolfe Christopher Drive in Beaumont, Texas, United States. As a credit union, they offer a range of services including ATM access, banking, and finance options. Members can earn entries to win $10,000 with every purchase using their totalREWARDS credit or debit card. The institution also offers a referral program called Belong, where members can earn cash for spreading the love of their credit union. Education First provides $250 cash back as a thank-you for financing with them. Members can enjoy discounts on products, services, and tickets from various well-known companies. With a Certificate of Deposit, members can take their savings to the next level. The lending team at Education First is available to help with home lending options and flexible repayment plans for new vehicles. Customers have praised the professionalism, efficiency, and friendly service they receive at Education First, comparing it to the service at Chick Fil A. The mobile app allows members to manage their finances on the go, and find the nearest branch or ATM. Education First also offers guidance on budgeting to help members stay on track with their finances. By clicking on external links, members may be identified as EFFCU members, and should review the privacy policies of linked websites.

The Lamar University Small Business Development Center is a valuable resource for small business owners and entrepreneurs in Beaumont, Texas. Located at 5091 Rolfe Christopher Drive, the center offers a wide range of services and programs to help small businesses thrive and grow. From one-on-one consulting and training workshops to access to funding opportunities and market research, the SBDC is dedicated to supporting the success of local businesses. Whether you're just starting out or looking to expand, the experts at Lamar University SBDC are here to help you achieve your goals.

The Lamar University Planning & Construction Department is located at 1075 Jim Gilligan Way in Beaumont, Texas, United States. The department offers a variety of academic degree options that cater to students' interests and goals, whether they are first-year freshmen, transfer students, or graduate students. The institution provides guidance through the application process and offers information on financial aid and scholarships to help make a college education more accessible. Lamar University has a rich history tied to the 1901 Spindletop oil gusher, which led to the establishment of South Park Junior College in 1923. The institution collaborates with organizations like Baptist Hospital to provide valuable insights and career guidance for aspiring healthcare professionals through panels and mentorship opportunities.

Merrill Lynch Financial Advisor Shannon T Soileau is a finance institution located at 7675 Folsom Drive, Beaumont, Texas, United States. Shannon has been in the financial services industry since 1995 and joined Merrill Lynch Wealth Management in 2011. He focuses on clients' goals and concerns, offering a goals-based wealth management process, global resources, and up-to-the-moment Web technology to help clients pursue their financial lifestyle. Shannon is a problem solver who simplifies high net worth clients' financial lives by offering services such as estate planning, investments, wealth transfer, and retirement income strategies. He believes in paying close attention to both sides of a client's balance sheet and offers access to a Bank of America Wealth Management Lending Officer for home financing solutions. Shannon holds a Bachelor's Degree in Business Administration from McNeese State University with a major in Accounting and maintains his CPA license. He is dedicated to helping clients optimize their resources to achieve their financial goals. The institution offers personalized financial planning, investment strategies, and access to comprehensive financial solutions through Merrill Lynch and Bank of America. Shannon and his team are committed to building strong client relationships based on trust and personalized service.

SETX Training and Consulting Services is a finance institution located at 734 South Memorial Freeway, Nederland, Texas, United States. We offer a variety of services, with tax preparation, interpreting and translating, social media management, web design, and college coaching being among the most popular. Our team, led by Erika, has years of combined experience in different fields, allowing us to understand and meet the needs of our clients. In addition to our popular services, we also provide tax consultations, help with ITIN and 1099 filings, and support for small businesses. We are available year-round to answer tax-related questions and assist small businesses in preparing for tax season. Our interpreting services range from personal situations to large conferences, and we are dedicated to helping businesses effectively manage their social media presence.

Adrian Calvio - State Farm Insurance Agent is a trusted insurance agency located at 801 Farm to Market Road 700 in Big Spring, Texas. Specializing in Life Insurance, Home Insurance, and Auto Insurance, Adrian Calvio is a born and raised resident of Big Spring with a strong educational background, including a M.A. from Texas Tech University and a B.S. from Texas State University- San Marcos. As a past President of the Big Spring Chamber of Commerce and a member of the Howard College Board, Adrian is deeply rooted in the community. With a passion for music and coaching his children in sports, Adrian understands the importance of protecting what matters most to you. Whether you need help navigating a hit and run accident, exploring final expense insurance options, or learning safe driving tips for rural roads, Adrian is here to provide expert guidance and support.