TOP 10 Financial planning for doctors in Texas
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Albert Diaz - Financial Professional
● ClosedAlbert Diaz - Financial Professional is a trusted institution located at 1980 Post Oak Boulevard in Houston, Texas. As a finance and insurance agency, we offer a wide range of services to help our clients achieve their financial goals and protect their assets. Our team of experts is dedicated to providing personalized solutions tailored to each individual's needs. Whether you are looking to invest for the future, plan for retirement, or secure your family's financial future, Albert Diaz - Financial Professional is here to help. Contact us today to schedule a consultation and take the first step towards financial security.
1980 Post Oak Blvd Suite 341, Houston, TX 77056, United States -
Tax Doctors
● OpenTax Doctors is a trusted accounting and finance institution located at 10545 South Post Oak Road in Houston, Texas. Our team of expert professionals are dedicated to providing top-notch tax services to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients navigate the complexities of the tax system and maximize their financial success. Whether you need help with tax preparation, planning, or resolution, Tax Doctors is here to provide you with the personalized and professional assistance you need. Trust us to be your go-to resource for all your accounting and finance needs.
10545 S Post Oak Rd, Houston, TX 77035, United States -
Libertas Financial Advisors
● ClosedLibertas Financial Advisors is a reputable finance institution located at 9355 John W. Elliott Drive in Frisco, Texas, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. Whether you are looking to build wealth, plan for retirement, or protect your assets, Libertas Financial Advisors is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.
9355 John W. Elliott Dr N25, Frisco, TX 75034, United States -
Credent Wealth Management - Plano Fee-Only Financial Planner
● ClosedCredent Wealth Management is a fee-only financial planning institution located in Plano, Texas. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals. We prioritize transparency and integrity in all of our interactions, ensuring that our clients receive unbiased and customized advice to help them navigate their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Credent Wealth Management is here to help. Visit us at our office on Dallas Parkway in Plano or contact us to schedule a consultation today.
7500 Dallas Pkwy Suite 475, Plano, TX 75024, United States -
Courtney Financial - Northwestern Mutual
● OpenCourtney Financial - Northwestern Mutual is a finance and insurance agency located at 122 West John Carpenter Freeway in Irving, Texas, United States. They offer a range of financial services including wealth management, retirement planning, investment strategies, and insurance policies. With a dedicated team of financial experts, Courtney Financial - Northwestern Mutual strives to help clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth or protect your assets, they are committed to providing personalized solutions to meet your needs.
122 W John Carpenter Fwy Ste 450, Irving, TX 75039, United States -
Huned Doctor CPA PLLC
● ClosedHuned Doctor CPA PLLC is a reputable accounting and finance institution located at 533 Busby Drive in San Antonio, Texas, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual or a business owner, they are dedicated to providing personalized and reliable solutions to meet your financial needs. Visit Huned Doctor CPA PLLC for expert advice and assistance with all your accounting and finance needs.
533 Busby Dr Ste.B, San Antonio, TX 78209, United States -
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 -
Matthew Carr - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMatthew Carr is a Financial Advisor at Ameriprise Financial Services, LLC located at 3315 81st Street, Lubbock, Texas, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. As a Certified Financial Planner™, Matthew is committed to providing excellent financial planning services to his clients. With a focus on ethical practices and comprehensive knowledge in various financial areas, Matthew Carr is dedicated to helping individuals achieve their financial goals.
3315 81st St ste d, Lubbock, TX 79423, United States -
Peter Ortega, Jr. Financial Advisor
● ClosedPeter Ortega, Jr. Financial Advisor is a trusted finance and insurance agency located at 5959 Gateway Boulevard West in El Paso, Texas. With years of experience and a commitment to personalized service, Peter Ortega, Jr. and his team provide expert financial advice and insurance solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Peter Ortega, Jr. Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence. Contact us today to schedule a consultation and start securing your financial future.
5959 Gateway Blvd W # 301, El Paso, TX 79903, United States -
Edward Jones - Financial Advisor: Jay Craddock
● ClosedEdward Jones - Financial Advisor: Jay Craddock is a finance institution located at 1028 Halsell Street in Bridgeport, Texas, United States. Jay Craddock is a dedicated financial advisor who helps clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a focus on long-term relationships and exceptional customer service, Jay Craddock and the team at Edward Jones provide expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Jay Craddock is committed to helping you make informed decisions and build a strong financial foundation.
1028 Halsell St Suite 100, Bridgeport, TX 76426, United States -
Edward Jones - Financial Advisor: Zachary Friday
● OpenEdward Jones - Financial Advisor: Zachary Friday is a reputable finance institution located at 5099 U.S. 377 in Aubrey, Texas, United States. Zachary Friday is a highly skilled and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Zachary Friday can provide personalized financial advice and guidance. With a focus on building long-term relationships, Edward Jones - Financial Advisor: Zachary Friday is committed to helping clients navigate the complex world of finance with confidence and peace of mind.
5099 US-377, Aubrey, TX 76227, United States -
Carl Vincent - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenCarl Vincent - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11757 Katy Freeway, Houston, Texas, United States. The institution offers a range of certifications and designations 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, estate planning, investment management, and specialized services for specific client needs such as veterans and individuals with special needs. The institution is dedicated to providing comprehensive and personalized financial advice to help individuals and businesses achieve their financial goals.
11757 Katy Fwy Ste 580, Houston, TX 77079, United States -
Serda Financial
● ClosedSerda Financial, located at 2001 Timberloch Place in The Woodlands, Texas, is a finance institution that specializes in wealth management. Our unique process gives you the confidence to know which wealth management course of action is right for you. During a free consultation, we identify your current financial situation and your future goals. We then create a customized step-by-step plan to help you reach your money management goals. Our experienced team guides you through every part of your financial management plan. At Serda Financial, we believe in simplifying complex financial topics into easy-to-understand concepts. Just like doctors use anatomical models to explain how the human body works, we use a Personal Economic Model to visually represent your entire wealth management picture. This helps you see your financial situation in simple and relevant terms.
2001 Timberloch Pl #500, The Woodlands, TX 77380, United States -
David Brollier - RBC Wealth Management Financial Advisor
● OpenDavid Brollier - RBC Wealth Management Financial Advisor is a trusted financial institution located at 1001 Fannin Street in Houston, Texas. As a dedicated financial advisor, David Brollier provides expert guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and financial planning, David Brollier is committed to helping clients secure their financial future. Trust in David Brollier - RBC Wealth Management Financial Advisor for professional and reliable financial services in Houston, Texas.
1001 Fannin St Suite 1200, Houston, TX 77002, United States -
Security Finance
● ClosedSecurity Finance is a reputable accounting and finance institution located at 500 South Doctor East East Dunlap Street in San Diego, Texas, United States. With a team of experienced professionals, Security Finance offers a wide range of financial services including accounting, financial planning, investment management, and more. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Security Finance is dedicated to providing top-notch solutions tailored to meet your specific needs. Trust Security Finance to help you achieve your financial goals and secure your financial future.
500 South Doctor East E Dunlap Street Suite 4, San Diego, TX 78384, United States -
Omega Dental Specialists
● ClosedOmega Dental Specialists is your premier Houston center for dental implants and cosmetic dentistry. Located at 106 West Gray Street in Houston, Texas, our team of expert dentists and doctors are dedicated to transforming your smile with precision and elegance. At Omega Dental Specialists, we believe in unveiling the artistry in dentistry. We specialize in crafting perfect smiles through cosmetic dentistry, offering services such as discrete Invisalign and exceptional teeth whitening to create radiant smiles that last a lifetime.
106 W Gray St, Houston, TX 77019, United States -
Cook Children's Neighborhood Clinic Arlington
● ClosedCook Children's Neighborhood Clinic Arlington is a top-performing healthcare institution located at 1525 South Cooper Street in Arlington, Texas. Our patients and families have honored us with their trust and recognition for providing exceptional care experiences. We are dedicated to participating in the lives of your children and families, and we can't wait to see you soon! At Cook Children's Neighborhood Clinic Arlington, we prioritize your child's health and well-being. We offer a wide range of services including well checks, immunizations, physicals for school and sports, injury treatment, and care for short-term illnesses and chronic conditions. Our clinic accepts Medicaid, CHIP, and most commercial insurance plans, and our bilingual staff members are ready to assist you in English or Spanish.
1525 S Cooper St, Arlington, TX 76010, United States -
CHI St. Luke's Health–Baylor St. Luke's Medical Center Emergency Room
● OpenCHI St. Luke's Health–Baylor St. Luke's Medical Center Emergency Room, located at 6720 Bertner Avenue in Houston, Texas, is a leading health institution that provides top-notch medical care to patients from all over the world. As a quaternary, academic medical center, Baylor St. Luke's is dedicated to serving communities such as The Woodlands, Conroe, Tomball, Huntsville, Kingwood, Humble, Pasadena, Deer Park, Pearland, Sugar Land, Lake Jackson, Bryan, College Station, Navasota, Madisonville, Caldwell, Hearne, Brenham, Lufkin, Livingston, and San Augustine. At Baylor St. Luke's, patients can easily find a healthcare provider near them by searching by name, location, or specialty. The institution offers a variety of services including hospitals, emergency rooms, and clinics throughout Texas. Patients can schedule appointments online or by phone, and can filter providers based on their specific needs.
6720 Bertner Ave, Houston, TX 77030, United States -
Health Services of North Texas
● ClosedHealth Services of North Texas, located at 306 North Loop 288 in Denton, Texas, is a doctor's office and hospital that focuses on preventive health care. The institution, also known as Serve Denton Center, is accepting new patients of all ages. The center offers primary care services as well as specialists to help patients manage conditions such as diabetes, high cholesterol, and hypertension. The family-friendly office has a bilingual staff ready to assist patients with annual physicals, preventive care, treatment for acute or chronic illnesses, sick and urgent care visits, on-site testing, immunizations, and health education. Patients with conditions such as asthma, COPD, diabetes, heart disease, high blood pressure, high cholesterol, infectious diseases like HIV and hepatitis B, as well as those in need of case management, can all receive care at this location.
306 N Loop 288 Ste 200, Denton, TX 76209, United States -
Dallas Fort Worth Fertility Associates - Southlake Clinic
● ClosedDallas Fort Worth Fertility Associates - Southlake Clinic is a top-tier health institution located at 910 East Southlake Boulevard in Southlake, Texas, United States. We specialize in providing high-quality fertility testing and treatment in a sensitive, caring, and safe environment. Our team of highly trained fertility doctors offers comprehensive services for both men and women, including assessment, IUI, IVF, Egg Freezing, and more. We are committed to delivering the highest quality personal care to our patients, ensuring a compassionate and safe environment for all. Our dedication to excellence has earned us the honor of being named a Top 100 Fertility Clinic in the United States by Newsweek Magazine.
910 E Southlake Blvd, Southlake, TX 76092, United States -
CommuniCare Pediatrics & OBGYN - Medical Center Clinic
● ClosedCommuniCare Pediatrics & OBGYN - Medical Center Clinic is a healthcare institution located at 7220 Louis Pasteur Drive in San Antonio, Texas. This facility offers a range of medical services for both pediatric and obstetric patients. They accept a variety of insurance plans, including Aetna, Blue Cross Blue Shield, Humana, and Medicare Advantage plans. In addition, they also accept Medicaid and CHIP plans for those in need of financial assistance. The clinic is dedicated to providing quality care to all patients, ensuring they "Get Well, Stay Well" with CommuniCare. With multiple locations throughout the area, including their headquarters at 3066 E. Commerce Street, they strive to make healthcare accessible to all members of the community. The institution is committed to transparency in coverage, providing machine-readable files for patients to review. Whether you are in need of pediatric care, obstetric services, or general medical assistance, CommuniCare Pediatrics & OBGYN - Medical Center Clinic is here to help.
7220 Louis Pasteur Dr Suite 140 Suite #140, San Antonio, TX 78229, United States -
Hillside Primary Care
● ClosedHillside Primary Care is a trusted healthcare institution located at 2009 Pat Booker Road, Universal City, Texas, United States. We are dedicated to providing exceptional medical services to the residents of Live Oak, San Antonio, Stone Oak, Universal City, Southside San Antonio, Schertz, Cibolo, New Braunfels, Kyle, North Star / Castle Hills, Culebra, Kerrville, and neighboring areas. Our primary care doctors and providers offer comprehensive, evidence-based medical services, including preventive care, treatment for conditions such as depression, diabetes, stroke, anxiety, high blood pressure, and heart disease. We strive to make top-tier medical care accessible to everyone, regardless of financial constraints.
2009 Pat Booker Rd, Universal City, TX 78148, United States -
LifeClinic Chiropractic & Rehabilitation - Cypress, TX
● ClosedLifeClinic Chiropractic & Rehabilitation in Cypress, TX is a premier health institution located at 9922 Fry Road. Our chiropractic services focus on aligning your body's musculoskeletal structure to promote natural healing without the need for surgery or medication. In addition to chiropractic care, we offer physical therapy and rehabilitation services to help reduce pain and maintain an active lifestyle. Our holistic approach includes alternative treatments such as chiropractic adjustments and soft tissue work to restore range of motion and enhance day-to-day activities. Since 2007, LifeClinic has been dedicated to helping individuals recover from injuries and treat underlying conditions. Our team of experienced chiropractors and physical therapists will create personalized treatment plans to restore movement and improve quality of life. Our state-of-the-art facilities are equipped with top-notch equipment such as treadmills, squat racks, and pools to help you achieve your fitness and mobility goals efficiently.
9922 Fry Rd, Cypress, TX 77433, United States -
Texas Children's Pediatrics West Houston
● ClosedTexas Children's Pediatrics West Houston is a specialized institution located at 12606 West Houston Center Boulevard in Houston, Texas, United States. Our board-certified pediatricians offer expert care in pediatric and adolescent medicine, with special interests in ADD, ADHD, asthma, childhood behavior, eczema, and adolescent girls' health. We have admitting privileges at Texas Children’s Hospital, Memorial Hermann Memorial City Medical Center, and Methodist West Houston Hospital. Patients are seen by appointment only at our modern facility. Current patients with a MyChart account can easily schedule sick visits and well check-ups. Our office accepts credit card payments at the time of service, and we will file claims with most insurance providers for your convenience. Please remember to bring your insurance card to every visit.
12606 W Houston Center Blvd Suite 200, Houston, TX 77082, United States -
Texas Children's Pediatrics Gulfgate
● ClosedTexas Children's Pediatrics Gulfgate, located at 740 Gulfgate Mall in Houston, Texas, is a community-based collaborative health and wellness program dedicated to providing accessible medical care for children and families. Our pediatricians are specially trained to address the unique needs of pediatric patients, from birth through adolescence, and are certified by the American Board of Pediatrics. We offer appointments for routine visits and have a 24/7 overnight call service for urgent medical questions. Our Community Cares Program ensures that all children, regardless of financial situation, have access to high-quality pediatric care. We accept a variety of health insurance plans and Medicaid products, and offer convenient payment options. Trust Texas Children's Pediatrics Gulfgate to provide compassionate and comprehensive care for your child's health and well-being.
740 Gulfgate Mall, Houston, TX 77087, United States -
Texas Children's Pediatrics East
● ClosedTexas Children's Pediatrics East, located at 12620 Woodforest Boulevard in Houston, Texas, is dedicated to providing family-focused pediatric care for children from birth through adolescence. Our team of specially trained doctors is committed to the health and well-being of your child. In addition to our regular pediatric services, Texas Children's Pediatrics East also offers the Community Cares Program, which provides high-quality medical care to children in need, regardless of their financial situation. We strive to build a community of healthy children by ensuring access to trusted pediatric healthcare.
12620 Woodforest Blvd Suite 150, Houston, TX 77015, United States -
Salutem Health & Tax Advisors
● ClosedSalutem Health & Tax Advisors is a comprehensive institution located at 2000 Lee Trevino Drive in El Paso, Texas. Specializing in accounting, finance, health, and insurance services, our team of experienced advisors is dedicated to helping individuals and businesses navigate the complexities of taxes, financial planning, healthcare options, and insurance coverage. With a focus on personalized service and expert advice, Salutem Health & Tax Advisors is committed to helping clients achieve their financial and health goals. Contact us today to schedule a consultation and learn how we can help you secure your financial future.
2000 Lee Trevino Dr O, El Paso, TX 79936, United States -
Southlake Fertility Center- Dallas Fort Worth Fertility Associates
● ClosedSouthlake Fertility Center- Dallas Fort Worth Fertility Associates is a top-tier institution located at 910 East Southlake Boulevard, Southlake, Texas, United States. Specializing in high-quality fertility testing and treatment, we provide a sensitive, caring, and safe environment for our patients. At Dallas - Fort Worth Fertility Associates, we offer comprehensive fertility testing and treatment for both men and women, including assessment, IUI, IVF, Egg Freezing, and more. Our highly trained fertility doctors are dedicated to helping you achieve the family of your dreams.
910 E Southlake Blvd #175, Southlake, TX 76092, United States -
LifeClinic Chiropractic & Rehabilitation - South Austin, TX
● ClosedLifeClinic Chiropractic & Rehabilitation in South Austin, TX is dedicated to providing holistic care and alternative treatments to help you restore your range of motion and get back to day-to-day activities. Our chiropractic services aim to align your body's musculoskeletal structure, allowing your body to heal naturally without surgery or medication. With a focus on physical therapy and rehabilitation, our experienced chiropractors and physical therapists will develop personalized treatment plans to address your pain symptoms and help you maintain a healthier, active lifestyle. Our state-of-the-art facilities are equipped with treadmills, squat racks, and pools to help you reach your fitness and mobility goals faster.
7101 S MoPac Expy, Austin, TX 78749, United States -
Ibis Insurance
● OpenIbis Insurance is a health insurance agency located at 701 Santa Isabel Boulevard in Laguna Vista, Texas, United States. We offer an affordable individual health insurance alternative to Obamacare, providing customized coverage for you and your family through the Health Saver Plus Gold plan from Philadelphia American Life Insurance Company. With our alternative to Obamacare, you no longer have to pay for coverage that you don't want or need. You can choose any doctor or hospital without penalty and have the option to add on additional plans for accident, specified illness, critical illness, and dental coverage for extra protection and peace of mind.
701 Santa Isabel Blvd suite 2, Laguna Vista, TX 78578, United States
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