Financial portfolio review in Texas

Ashlee Reiszner - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5151 San Felipe Street, Houston, Texas, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution provides investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update approaches, and track progress towards financial goals. Clients can access their investments and accounts securely from any device. The institution offers a positive backdrop for stock prices and can help extend bull market rallies. Investment products are not insured by the FDIC or NCUA and involve risks. Securities are offered by Ameriprise Financial Services, LLC, a registered investment adviser. Ashlee Reiszner may only conduct securities business in certain states. The institution values referrals and provides a secure online environment for financial discussions.

Merrill Lynch Financial Advisor Elias Contreras, located at 15375 Memorial Drive in Houston, Texas, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Elias can help you navigate today's changing market conditions and create a flexible strategy to help you pursue your aspirations. Elias follows the Merrill tradition of community involvement, volunteering with local organizations to give back. By conducting a Merrill Personal Wealth Analysis™, Elias can develop a personalized plan centered on your priorities and objectives, ensuring that your financial approach aligns with your evolving needs.

Ameriprise Financial Services, Inc. is a finance institution located at 363 North Sam Houston Parkway East in Houston, Texas, United States. Each Ameriprise advisor specializes in specific areas of focus, tailored to align with your individual financial goals. You can review their backgrounds, credentials, and experience to find the advisor that best suits your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will reach out to schedule a complimentary initial consultation. Take the first step towards achieving your financial goals with Ameriprise Financial Services, Inc.

Sallie Teninbaum is a financial advisor at Ameriprise Financial Services, LLC located at 5151 San Felipe Street, Houston, Texas, United States. She specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Through regular meetings and progress reviews, Sallie helps clients adjust their financial strategies as life changes. Clients can access their investments and accounts securely from any device. Those interested can schedule a complimentary initial consultation to discuss their financial goals and receive an overview of financial planning concepts. Sallie Teninbaum can conduct securities business only with residents of states where she is properly registered. Ameriprise Financial Services, LLC is a registered investment adviser and member of FINRA and SIPC. Clients are encouraged to refer friends and family members to Sallie for assistance in achieving their financial goals. The institution emphasizes privacy and security, offering online security guarantees and protections against email fraud.

Eduardo Gutierrez is a financial advisor at Ameriprise Financial Services, LLC located at 10000 Memorial Drive in Houston, Texas. With a focus on personalized financial planning, Eduardo and his team are dedicated to helping clients achieve their financial goals. Each advisor at Ameriprise has specialized areas of focus, allowing them to tailor their services to meet the unique needs of their clients. By reviewing their backgrounds, credentials, and experience, clients can choose the advisor that aligns best with their financial goals. To schedule a complimentary initial consultation with Eduardo Gutierrez or another advisor, simply fill out the "Request consultation" form on their website. Take the first step towards a secure financial future by connecting with Eduardo Gutierrez at Ameriprise Financial Services, LLC.

Merrill Lynch Financial Advisor Scott Gross is a finance institution located at 9595 Six Pines Drive, The Woodlands, Texas, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. The institution offers personalized wealth management strategies tailored to each client's unique financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, clients can receive comprehensive financial advice and guidance. The institution's mission is to understand each client's individual needs and aspirations in order to design and implement a personalized plan to help achieve financial goals while managing investment risk. Through ongoing communication and review sessions, clients can stay on track to reach their financial objectives. Merrill Lynch Financial Advisor Scott Gross is committed to helping clients live their best financial life by providing the latest investment insights, tips, and strategies.

Telamon Financial Advisors - Ameriprise Financial Services, LLC is a finance institution located at 5151 San Felipe Street in Houston, Texas, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The advisors document goals, regularly review progress, and update strategies as life changes. Clients can access their investments and accounts from any device and track progress towards their goals securely. The institution provides complimentary initial consultations to discuss financial planning concepts, but cannot guarantee future results. Ameriprise financial advisors are registered to do business in certain U.S. states and adhere to strict regulations and security measures. Clients can refer friends or family members to help them achieve their financial goals. Overall, Telamon Financial Advisors - Ameriprise Financial Services, LLC aims to provide personalized financial planning services to help clients achieve their long-term goals.

Kyndal Martin is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 11 Greenway Plaza in Houston, Texas, United States. Specializing in finance, Kyndal offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular goal-setting meetings and progress reviews, Kyndal helps clients adjust their financial approach as life changes. Clients can conveniently access their investments and accounts from any device, track their progress towards goals, and securely share information with Kyndal. Those interested can schedule a complimentary initial consultation to learn more about how Kyndal can help achieve financial goals. Additionally, Kyndal hosts monthly calls discussing market events, strategies for market volatility, and financial planning concepts. With a focus on Behavioral Finance, Dollar Cost Averaging, debt management, and investment education, Kyndal is committed to helping clients make informed financial decisions. Residents of select states can conduct securities business with Kyndal, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, Member FINRA and SIPC, provides corporate entity information, website rules and regulations, and privacy and security resources for client protection. Referrals to Kyndal are appreciated, and referred individuals can expect to hear from Kyndal soon to discuss their financial goals.

Shane Clotiaux - Financial Advisor at Ameriprise Financial Services, LLC, located at 24 Waterway Avenue in The Woodlands, Texas, is a trusted wealth manager named by Investor's Business Daily. With a focus on individual goals and risk tolerance, Shane provides investment recommendations, asset allocation, and portfolio management services. Regular meetings and progress reviews ensure that your financial plan is adjusted as needed to accommodate life changes. Access to your investments and accounts is available anytime and anywhere, securely and conveniently. Schedule a complimentary initial consultation to learn more about how Shane can help you achieve your financial goals. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Shane Clotiaux is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. Trust Ameriprise Financial for a more confident financial future.

Tommy Daniels - Financial Advisor at Ameriprise Financial Services, LLC, located in Houston, Texas, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Tommy provides investment recommendations and portfolio analysis to help you achieve financial success. Regular meetings and progress reviews ensure that your financial strategy adapts to life changes. Access your accounts and track your progress securely from any device. Schedule a complimentary consultation to learn more about how Tommy can help you reach your financial goals. With a commitment to transparency and professionalism, Tommy Daniels can only conduct securities business in states where he is properly registered. Trust Tommy Daniels to guide you towards a secure financial future.

Edward Jones - Financial Advisor: Bill Nelson, AAMS™ is a reputable finance institution located at 1601 South Gordon Street in Alvin, Texas, United States. Specializing in providing personalized financial advice and services, Bill Nelson, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Bill Nelson, AAMS™ is a trusted partner for individuals and families seeking expert financial guidance.

Yusef Lovette is a Financial Advisor at Ameriprise Financial Services, LLC located at 2 Riverway in Houston, Texas, United States. Specializing in finance, Yusef offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. With regular meetings and progress reviews, Yusef helps clients adjust their approach as life changes and track their financial progress. Clients can access their investments and accounts securely from any device. To learn more or schedule a complimentary initial consultation, visit Yusef Lovette's profile on FINRA's BrokerCheck website. Yusef can only conduct securities business with residents of certain states, as listed on BrokerCheck. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Get in touch to discuss your financial goals and start planning for a secure financial future.

Lejo Abraham, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2 Riverway in Houston, Texas, offers personalized financial planning services tailored to your individual goals and risk tolerance. From retirement planning to major purchases, Lejo provides investment recommendations and portfolio analysis to help you achieve your financial objectives. Regular meetings and progress tracking ensure your plan is adjusted as life changes. Access your accounts and investments securely from any device. Schedule a complimentary initial consultation to learn more about how Lejo can assist you. Check FINRA's BrokerCheck website for qualification information. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Abraham Sobarzo Capital Management is a financial advisory practice of Ameriprise Financial Services, LLC located at 2 Riverway, Houston, Texas, United States. We specialize in providing personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Our team documents and regularly reviews progress towards financial goals, updating strategies as life changes. Clients have secure access to their investments and accounts from any device. Schedule a complimentary initial consultation to learn how we can help you achieve your financial objectives. Our financial advisors are registered in certain U.S. states and adhere to strict regulations to ensure client security and privacy. Contact us to discuss your financial priorities and start planning for the future with confidence.

Misner & Associates - Ameriprise Financial Services, LLC, located at 24 Waterway Avenue in The Woodlands, Texas, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, they provide investment recommendations and portfolio management tailored to each client. Regular meetings and progress tracking ensure that strategies are updated as life changes. Clients can access their accounts and track progress towards their goals securely from any device. The institution offers complimentary initial consultations to help clients get started on their financial journey. Additionally, they provide insights on the stock market and retirement planning through tools like the Retirement InteractiveSM tool. Ameriprise financial advisors are registered to do business in certain U.S. states and clients are encouraged to review their qualifications on FINRA's BrokerCheck website. The institution values privacy and security, adhering to strict rules and regulations to protect client information. With a focus on helping clients achieve financial success, Misner & Associates - Ameriprise Financial Services, LLC is committed to providing personalized financial planning services.

Merrill Lynch Financial Advisor Kevin M Lopardo is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting as they change over time. The institution believes in achieving financial success by making investment decisions that align with your personally meaningful goals. Through conversations and assessments, the team helps you prioritize your goals and develop a customized financial approach. With access to investment insights and banking solutions, they work with you to manage, grow, and preserve your wealth for the future. The institution offers personalized plans, ongoing reviews, and adjustments to help you stay on track to achieve your financial goals. Get to know the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor to address your financial complexities and pursue your goals. Partner with Merrill Lynch Financial Advisor Kevin M Lopardo to live your best financial life.

Fred Zeller - Financial Advisor at Ameriprise Financial Services, LLC, located at 1428 West Alabama Street in Houston, Texas, is a trusted finance institution that provides personalized investment and portfolio recommendations based on individual goals and risk tolerance. With regular progress reviews and updates to adapt to life changes, clients can track their financial journey securely online. Offering complimentary initial consultations, Fred Zeller helps clients plan for retirement, education, major purchases, and more. As a registered investment adviser with FINRA and SIPC, Fred Zeller can conduct securities business with residents of specific states. Clients can expect a commitment to confidentiality, security, and ethical financial practices when working with Ameriprise Financial Services, LLC.

Merrill Lynch Financial Advisor David W Saunders is a finance institution located at 800 Capitol Street, Houston, Texas, United States. Elkins, Utz, Saunders, Brannen & Associates is dedicated to building strong relationships through teamwork and involvement, offering wealth management services and access to global investment capabilities through Merrill and banking services from Bank of America. They prioritize understanding your goals and priorities, providing personalized financial advice and guidance to help you achieve your aspirations. Their Investment Personality Assessment helps tailor financial approaches to suit your preferences and goals. With a focus on building strong client relationships based on trust and personalized service, their team of experienced individuals is committed to helping you pursue your financial goals and manage investment risk. Through regular reviews and adjustments to your financial approach, they aim to keep you on track to achieve what matters most to you. Let Merrill Lynch Financial Advisor David W Saunders help you create a personalized financial plan to reach your goals and navigate the complexities of your financial life.

Merrill Lynch Financial Advisor Laura Cohen Greaser, located at 3700 Buffalo Speedway in Houston, Texas, is a finance institution dedicated to providing personalized financial strategies tailored to your needs. As Merrill advisors, we prioritize listening to your goals and aspirations, whether it's planning for retirement, buying a home, or funding a child's education. Our Investment Personality Assessment helps us understand your investing preferences, allowing us to customize a financial approach that aligns with what matters most to you. Backed by the global resources of Merrill and Bank of America, our experienced team is committed to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to help document your goals and create a personalized plan centered on achieving what you want.

Merrill Lynch Financial Advisor Mindy Yaqi Li is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. Mindy Yaqi Li specializes in managing wealth by creating personalized strategies tailored to each client's financial goals and priorities. By offering access to investment insights from Merrill and banking solutions from Bank of America, Mindy helps clients pursue their financial aspirations through thoughtful planning and risk management. Mindy Yaqi Li is dedicated to understanding her clients on a personal level, ensuring that their financial approach aligns with their unique needs and life priorities. By regularly reviewing and adjusting financial plans, Mindy helps clients stay on track towards achieving their goals, no matter how life or the markets may change.

Merrill Lynch Financial Advisor Steven R Ambriz, located at 800 Capitol Street, Houston, Texas, United States, is a trusted institution in the field of finance. With a focus on understanding your unique financial situation and goals, Steven Ambriz can create a personalized wealth management strategy tailored to your needs. By combining the investment insights of Merrill with the banking solutions of Bank of America, he can help you navigate today's changing market conditions. Dedicated to serving the community, Steven Ambriz volunteers his time with local organizations, reflecting Merrill's commitment to community involvement. Through Merrill Personal Wealth Analysis™, he can help you develop a plan centered on your goals and aspirations, providing guidance on managing investment risk and pursuing financial success.

Merrill Lynch Financial Advisor Ignacio Hawley is a reputable finance institution located at 2800 Post Oak Boulevard in Houston, Texas, United States. With a focus on providing expert financial advice and services, Merrill Lynch offers personalized solutions to help clients achieve their financial goals. Ignacio Hawley, a dedicated and experienced financial advisor, is committed to helping individuals and businesses make informed decisions about their investments, retirement planning, and wealth management. Visit Merrill Lynch Financial Advisor Ignacio Hawley for professional and reliable financial guidance.

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.

Merrill Lynch Financial Advisor Christiane Copeland is a reputable finance institution located at 800 Capitol Street in Houston, Texas, United States. Recognized by Forbes for their excellence in wealth management, the team at Merrill Lynch is dedicated to providing personalized service and building strong client relationships based on trust. With access to the global resources of Merrill, their talented and experienced team works to understand your financial goals and priorities, offering tailored wealth management strategies to help you achieve your desired outcomes. Through in-depth discussions and regular account reviews, Merrill Lynch Financial Advisor Christiane Copeland ensures that your investments remain aligned with your evolving life goals. With a focus on transparent communication and personalized financial planning, they strive to help you navigate the complexities of your financial life and make informed decisions to reach your goals. Contact Merrill Lynch Financial Advisor Christiane Copeland to start your journey towards financial success today.

Judy Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 24 Waterway Avenue in The Woodlands, Texas, United States. The institution has been recognized as the recipient of the Ameriprise Client Experience Award in 2023. They offer complimentary initial consultations to help individuals with their financial goals, whether it be retirement planning, education savings, or major purchases. The team at Judy Financial Group provides investment recommendations based on individual goals and risk tolerance, and regularly reviews progress to make necessary updates. Clients have access to their investments and accounts from any device, securely sharing information with the institution. The financial advisors at Judy Financial Group are dedicated to providing a positive experience for their clients, as evidenced by their Client Experience Award. They are registered to do business in specific U.S. states and adhere to strict regulations to ensure the security and privacy of their clients' information. The institution encourages referrals and is committed to helping friends and family members achieve their financial goals. Contact Judy Financial Group today to schedule a consultation and learn more about how they can assist with financial planning.

Shannon H Abel, a financial advisor at Ameriprise Financial Services, LLC, located at 11 Greenway Plaza in Houston, Texas, offers personalized investment and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education funding, and major purchases, Shannon documents goals, regularly reviews progress, and adjusts strategies as needed. Clients can access their investments and accounts from any device, track progress towards goals, and communicate securely with Shannon. By scheduling a complimentary initial consultation, clients can explore how Shannon can help them achieve their financial objectives. Shannon is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results, but Shannon is committed to helping clients navigate the complexities of financial planning. Clients can refer friends and family members to Shannon for assistance in reaching their financial goals. With a focus on privacy and security, Ameriprise Financial ensures that clients' information is protected and secure.

Merrill Lynch Financial Advisor JJ DeForest is a finance institution located at 800 Capitol Street, Houston, Texas, United States. At TSPN, the team believes in building lasting wealth through straightforward guidance and prudent choices. They avoid risky investments and complex strategies, focusing on personalized support with world-class resources. With over 210 years of collective industry experience and managing over 3 billion in client assets, they serve CEOs, entrepreneurs, and executives. The team at TSPN Wealth Management Group helps clients simplify their financial lives through strategic asset allocation and portfolio diversification. They offer banking services through Bank of America, N.A. Meetings are held to review investment performance and adjust strategies as needed. JJ DeForest, a Financial Advisor with Merrill Lynch, works to educate clients on reaching their financial goals. He collaborates with his team to create wealth management plans tailored to each client. Sylvia, another Financial Advisor, helps families and business executives prepare for their financial future by understanding their needs and aspirations. Registered Wealth Management Client Associate Elena “Kate” Walker, fluent in Spanish, has been with Merrill Lynch since 2017 and assists domestic and international clients. The team is dedicated to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Tommy Tullo is a senior financial advisor located at 800 Capitol Street in Houston, Texas. With a background in Neuroscience and years of experience with Merrill Lynch Wealth Management, Tommy takes a consultative approach to wealth management, focusing on the individual goals and needs of each client. He offers a wide range of customized recommendations including investment, insurance, retirement, and estate planning services. Tommy is also a specially qualified Portfolio Manager, providing personalized strategies for clients. Outside of work, Tommy is actively involved in philanthropic work and community service, volunteering for organizations such as NAMI Greater Houston and Friendswood Youth Baseball. With a passion for helping others achieve their financial goals, Tommy is dedicated to helping clients pursue their aspirations and manage their wealth effectively.

Merrill Lynch Financial Advisor Pete Nguyen, located at 3700 Buffalo Speedway, Houston, Texas, is dedicated to helping clients manage their wealth through personalized strategies tailored to their individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Pete Nguyen works with clients to create flexible plans that adapt to changing market conditions. Committed to building strong client relationships based on trust and personalized service, Pete Nguyen focuses on understanding what matters most to each client, whether it's planning for retirement, saving for a home, or funding a child's education. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients can receive personalized financial plans that align with their goals and priorities. As life and goals change, Pete Nguyen is dedicated to helping clients stay on track by regularly reviewing their financial approach and making adjustments as needed. With a focus on providing comprehensive financial solutions and personalized investment strategies, Merrill Lynch Financial Advisor Pete Nguyen strives to help clients achieve their financial goals and secure their financial future.

Cynthia F Crump, a financial advisor at Ameriprise Financial Services, LLC located at 11 Greenway Plaza in Houston, Texas, is dedicated to helping clients prepare for their financial goals. By offering personalized advice tailored to each individual's needs, Cynthia strives to help clients feel more confident and in control of their financial future. With a focus on saving for college, retirement planning, smart investments, and more, Cynthia aims to help clients navigate the expected and unexpected events in life. She is properly registered to conduct securities business in certain states and encourages potential clients to visit FINRA's BrokerCheck website for more information. Whether discussing stock market trends or creating a comprehensive financial plan, Cynthia is committed to helping clients achieve their financial goals. Contact Cynthia F Crump at Ameriprise Financial Services, LLC today to start planning for a secure financial future.