TOP 30 Financial planning specialist in Houston, Texas

211 results found

North Houston Periodontics & Dental Implants is a cutting-edge dental institution located at 13303 Champion Forest Drive in Houston, Texas. Dr. Mack Coker and Dr. Daniel Ho utilize the latest technologies to provide exceptional results for their patients. Their 3-D low radiation cone beam computed tomography (CT) scanner allows for a comprehensive view of the mouth, aiding in the diagnosis of periodontal issues and precise planning of dental implant surgeries. The institution offers various types of implants, including traditional and mini implants, tailored to each individual's needs. In addition to dental services, North Houston Periodontics & Dental Implants also screens for oral cancer using special lights and partners with MD Anderson Cancer Center for comprehensive care. State-of-the-art lasers are used for gentle and precise treatment of gum disease and other conditions, reducing discomfort and recovery time for patients.

Omega 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.

Texas 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.

Aspire Houston Fertility Institute, located at 929 Gessner Road in Houston, Texas, is a leading health institution specializing in advanced fertility treatments, including IVF. Our newest office in the Memorial City area offers convenience for patients seeking treatment near their home or work. With multiple locations across Greater Houston, including Beaumont, Sugarland, Pearland, Katy, and more, Aspire Houston Fertility Institute is the largest fertility care center in the region. Our team of nationally recognized fertility providers offers personalized treatment plans for various fertility issues, including female infertility, male fertility, LGBTQ fertility, recurrent miscarriages, and more. We provide a range of fertility treatment options, including diagnostics, artificial insemination, ovulation induction, fertility preservation, IVF, genetic testing, and more. We also offer assistance for egg donation, donor sperm, and surrogacy.

Kane Houston - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 417 Oakbend Drive, Lewisville, 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 Planners™, 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®. These certifications cover various aspects of wealth management, asset allocation, retirement planning, estate planning, and more. The institution aims to provide clients with expert financial advice and solutions tailored to their individual needs.

Edward Jones - Financial Advisor: Anita Bowman-McCormick, CFP®|AAMS™ is a reputable financial institution located at 13455 Cutten Road in Houston, Texas, United States. Specializing in finance, Anita Bowman-McCormick is a Certified Financial Planner (CFP®) and an Accredited Asset Management Specialist (AAMS™) who provides expert financial advice and services to clients. With a focus on personalized financial planning and investment strategies, clients can trust in Anita's expertise and dedication to helping them achieve their financial goals. Visit Edward Jones today to start planning for a secure financial future.

Matthew D Landry is a Financial Advisor at Ameriprise Financial Services, LLC located at 800 Bering Drive, Houston, Texas, United States. Matthew D Landry holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and Chartered Life Underwriter Designation®. Matthew D Landry specializes in providing comprehensive financial planning services to individuals and small business owners, with expertise in asset management, estate planning, retirement planning, investment strategies, insurance products, and tax planning. Matthew D Landry is dedicated to upholding the highest ethical standards and continuing education in the field of finance to best serve the needs of their clients.

William M Probe is a financial advisor at Ameriprise Financial Services, LLC located at 3200 Southwest Freeway in Houston, Texas, United States. William holds several certifications including 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®. These certifications demonstrate William's expertise in a wide range of financial planning areas, including asset management, retirement planning, estate planning, investment management, and more. With a commitment to ethical practices and ongoing education, William is dedicated to helping individuals and businesses achieve their financial goals. Contact William M Probe at Ameriprise Financial Services, LLC for personalized financial advice tailored to your unique needs.

Merrill Lynch Financial Advisor Victoria H Merwin is a dedicated finance institution located at 800 Capitol Street in Houston, Texas, United States. With over 25 years of experience in sales and management at Xerox, Vicki has a deep understanding of the financial challenges faced by successful individuals and families. She specializes in guiding female investors, divorcees, widows, and owners of private companies through wealth management strategies. Vicki holds the Chartered Retirement Planning Counselor designation and is committed to creating personalized financial plans for each client. Backed by a team of specialists, she offers services such as retirement planning, cash management, and stock options analysis. Vicki is actively involved in the community and serves on the boards of various organizations. She believes in building strong client relationships based on trust and personalized service. Contact Merrill Lynch Financial Advisor Victoria H Merwin for a thoughtful and thorough wealth management experience tailored to your unique goals and priorities.

Petrus Retirement Planning is a finance institution located in Houston, Texas, specializing in retirement planning and capital preservation. They offer services such as rollovers, IRA transfers, principal protection, income planning, long-term care, and life insurance. Petrus aims to help clients protect their financial assets against market downturns while providing opportunities for safe growth and ensuring a comfortable retirement. They prioritize safety of principal and a reasonable rate of return, helping clients navigate complex financial decisions with a simple and straightforward approach. For a free consultation on safeguarding your retirement accounts and achieving financial security, contact Petrus Retirement Planning at (832) 730-3000.

James T Houston is a financial advisor at Ameriprise Financial Services, LLC located at 417 Oakbend Drive, Lewisville, Texas, United States. He holds various certifications including 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®. James T Houston offers comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. His expertise includes asset management, estate planning, retirement planning, investment strategies, risk management, and insurance products. He is dedicated to providing sound financial advice and helping clients achieve their financial goals.

Andrew Brereton is a Financial Advisor at Ameriprise Financial Services, LLC located at 16420 Park Ten Place, Houston, Texas, United States. Andrew Brereton holds several certifications including 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 Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. Andrew Brereton is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.

Edward Jones - Financial Advisor: Jabari King, CEPA®|ABFP™|AAMS™ is a reputable financial institution located at 5630 North Eldridge Parkway in Houston, Texas, United States. Specializing in finance, this institution offers a range of services including financial planning, investment management, and retirement planning. With certifications in Certified Exit Planning Advisor (CEPA), Accredited Behavioral Financial Professional (ABFP), and Accredited Asset Management Specialist (AAMS), Jabari King is dedicated to providing personalized and comprehensive financial solutions to help clients achieve their financial goals. Visit Edward Jones today to secure your financial future with expert guidance and support.

Larry Boyd - Financial Advisor, Ameriprise Financial Services, LLC, located at 757 North Eldridge Parkway, Houston, Texas, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. Larry Boyd holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®, ensuring that clients receive expert advice and guidance. With a commitment to ethics and professionalism, Larry Boyd is dedicated to helping clients achieve their financial goals and secure their financial future.

Pete Goudeau III is a Financial Advisor at Ameriprise Financial Services, LLC located at 757 North Eldridge Parkway in Houston, Texas, United States. Pete Goudeau III holds various certifications including 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Pete Goudeau III's expertise in asset management, estate planning, retirement planning, investment strategies, and financial planning for various client needs. Pete Goudeau III is dedicated to providing comprehensive and specialized financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Hany H Ahmad is a financial advisor at Ameriprise Financial Services, LLC located at 757 North Eldridge Parkway, Houston, Texas, United States. Hany 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®, CFP®, 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®. These certifications demonstrate Hany's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, investment strategies, and more. Hany is dedicated to providing comprehensive and specialized financial advice to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Whether you are looking for investment opportunities, insurance products, estate planning services, or guidance on financial and medical end-of-life needs, Hany H Ahmad is committed to helping you achieve your financial goals.

Carl 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.

Jeffrey Keown is a Financial Advisor at Ameriprise Financial Services, LLC located at 757 North Eldridge Parkway in Houston, Texas, United States. Jeffrey holds various certifications including 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®. These certifications demonstrate Jeffrey's expertise in asset management, estate planning, retirement planning, investment management, and financial planning for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Jeffrey is committed to providing biblically wise financial advice and personalized solutions to meet the unique needs of each client, including veterans and military personnel. Contact Jeffrey Keown for comprehensive and professional financial advice and services.

Jason Roberts - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9821 Katy Freeway, Houston, Texas, United States. Jason Roberts holds various certifications including 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®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. Jason Roberts is committed to providing comprehensive and specialized financial services to individuals in various life stages and situations, including veterans and military personnel.

Eric Schneider is a Financial Advisor at Ameriprise Financial Services, LLC located at 10000 Memorial Drive, Houston, Texas, United States. Eric 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®, CFP®, 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®. Eric specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. He is dedicated to upholding the highest ethical standards and staying updated on the latest investment strategies and opportunities. Contact Eric Schneider today for expert financial advice tailored to your specific needs and goals.

Joseph Lee Silva is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 10375 Richmond Avenue in Houston, Texas, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in providing comprehensive financial planning services to individuals and families. Joseph Lee Silva specializes in asset management, retirement planning, estate planning, investment strategies, and insurance products. His commitment to ethical practices and continuing education ensures that he can effectively address the diverse financial needs of his clients.

David Riggs - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 10375 Richmond Avenue in Houston, Texas, is a finance institution that offers a range of specialized certifications and designations for financial professionals. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of topics such as asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing expert financial advice and support to individuals, retirees, small business owners, high net worth clients, and those with special financial needs.

Asset Growth Associates is a leading accounting and finance institution located in Houston, Texas. With a prime location at 11111 Katy Freeway, our team of experienced professionals is dedicated to helping clients achieve their financial goals and maximize their assets. Whether you need assistance with tax planning, investment strategies, or financial reporting, our experts are here to provide personalized solutions tailored to your specific needs. Trust Asset Growth Associates to help you navigate the complexities of the financial world and secure a prosperous future.

Brad Walkoviak is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 11757 Katy Freeway in 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®, CFP®, 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®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and financial planning for individuals, retirees, small business owners, and high net worth clients. Brad Walkoviak is committed to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals and secure their financial future.

Terry Bradford - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 10375 Richmond Avenue, 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®, 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®. These certifications cover various aspects of financial planning, estate planning, investment management, and specialized services for specific client needs. Terry Bradford - Financial Advisor, Ameriprise Financial Services, LLC is committed to providing expert financial advice and services to clients, including veterans and military personnel.

Bruce Quick - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 363 North Sam Houston Parkway East in Houston, Texas, is a finance institution offering a wide range of services to meet the diverse needs of individuals. Bruce Quick holds various certifications, including 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®. These certifications demonstrate Bruce Quick's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Bruce Quick can provide tailored financial advice to help you achieve your goals.

Gabrielle Baker is a financial advisor at Ameriprise Financial Services, LLC located at 10375 Richmond Avenue in Houston, Texas, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and Chartered Life Underwriter. Gabrielle specializes in providing comprehensive financial planning services to individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and investment strategies. With her expertise and commitment to excellence, Gabrielle Baker is dedicated to helping clients achieve their financial goals and secure their financial future.

Pavan Varshney is a financial advisor at Ameriprise Financial Services, LLC located at 5850 San Felipe Street in Houston, Texas, United States. He holds various certifications including 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®. Pavan Varshney specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is committed to upholding the highest ethical standards and providing expert advice on asset management, investment strategies, estate planning, retirement planning, and insurance products. With his extensive knowledge and experience, Pavan Varshney is dedicated to helping clients achieve their financial goals and secure their financial future.

La Vera Prestage - Financial Advisor at Ameriprise Financial Services, LLC, located at 5718 Westheimer Road, Houston, Texas, United States, offers a range of financial services and expertise. The institution provides various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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®. These certifications cover a wide range of financial planning topics and ensure that advisors are well-equipped to provide expert advice to individuals, retirees, small business owners, and high net worth clients. The institution also offers specialized training for professionals serving military personnel and their families. With a commitment to ethical standards and ongoing education, La Vera Prestage - Financial Advisor provides comprehensive financial planning services to meet the diverse needs of clients.

Scott Bowers is a Financial Advisor at Ameriprise Financial Services, LLC, located at 800 Bering Drive in Houston, Texas, United States. Scott 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®. Scott is dedicated to providing comprehensive financial planning services to individuals, including asset management, retirement planning, estate planning, investment strategies, and risk management. With a commitment to ethical standards and continuous education, Scott is well-equipped to help clients achieve their financial goals.