Financial wellness in The Woodlands, Texas

Welcome to Encompass Health Rehabilitation Hospital of The Woodlands, a premier facility dedicated to providing exceptional inpatient rehabilitation services. Conveniently located at 18550 I-45 in Conroe, TX, our hospital serves the greater Houston area, including The Woodlands, Conroe, and Spring. We specialize in helping patients regain independence following life-altering illnesses or injuries, such as strokes, amputations, and complex neurological and orthopedic conditions. As part of the nation's largest system of rehabilitation hospitals, Encompass Health is the trusted choice for medical professionals and patients alike. Our hospital is accredited by The Joint Commission and has earned multiple Gold Seal of Approval® certifications for Disease-Specific Care, including stroke, heart failure, Parkinson's disease, and hip fracture rehabilitation. We are also proud national sponsors of the Together to End Stroke initiative.

Dynasty Financial Group is a reputable finance and insurance agency located at 719 Sawdust Road in The Woodlands, Texas, United States. With a strong focus on providing top-notch financial services and insurance solutions, Dynasty Financial Group is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking for investment guidance, retirement planning, or insurance coverage, Dynasty Financial Group is committed to providing exceptional service and expertise to help you secure a prosperous financial future.

Koinonia Financial is a finance institution located at 8505 Technology Forest Place in The Woodlands, Texas, United States. Our dedicated team of financial advisors provides exceptional service to clients in The Woodlands, TX. Built upon Christian principles, our foundation is centered around trust built through relationships. We strive to be good stewards of God's wealth and aim to establish meaningful, long-lasting relationships with our clients. Our services include tax efficiency, risk management, investment management, financial planning, education savings plans, retirement planning, insurance plans, and more. We do not have account minimums and meet with clients regularly to ensure their financial well-being.

Outlook Financial Group LLC, located in The Woodlands, Texas, is a finance institution that offers a 5-Step Process to help you manage your future. Their advisors provide a comprehensive approach to managing your financial affairs, ensuring that your assets are managed with your goals and risk tolerance in mind, and that your future and loved ones are well-protected. With a focus on accountability, stewardship, responsibility, and teamwork, Outlook Financial Group strives to provide clarity and reduce anxiety about your financial affairs. They offer financial planning and wealth management services to individuals locally and nationally, helping them meet their financial goals. Their advisors are fiduciaries, meaning they are obligated to act in your best interest. Visit their website to learn more about their process and schedule a free consultation to get started on planning your financial future.

Zone 7 Financial Services, LLC is a finance and legal institution located at 25025 Interstate 45 North, The Woodlands, Texas, United States. They offer securities through J.W. Cole Financial, Inc. (JWC) and investment advisory services through J.W. Cole Advisors, Inc. (JWCA). The institution is not affiliated with TJ Hayes & Co, PLLC. Registered Representatives of J.W. Cole Financial, Inc. may only conduct business with residents of specific states and jurisdictions where they are properly registered. The institution does not offer securities in jurisdictions where it would be unlawful. Please note that not all investments and services mentioned may be available in every state. For more information, you can request JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement. Visit their website for more details.

Wells Fargo Bank is a leading financial institution located at 9901 Woodlands Parkway in The Woodlands, Texas, United States. As a full-service bank, Wells Fargo offers a wide range of banking services including checking and savings accounts, loans, mortgages, and investment options. Customers can also access convenient ATM services at this location. With a commitment to customer service and financial expertise, Wells Fargo Bank is a trusted choice for individuals and businesses looking for reliable banking solutions.

Crossings At Woodland Trails is a premier senior living community located at 7058 West Gulf Bank Road in Houston, Texas. Our beautiful facility offers a range of amenities and services designed to provide a comfortable and enriching lifestyle for our residents. From spacious living accommodations to delicious dining options, we strive to create a welcoming and supportive environment for seniors looking to enjoy their golden years to the fullest. Our dedicated staff is committed to providing top-notch care and assistance to ensure the well-being and happiness of all residents. Come experience the warmth and hospitality of Crossings At Woodland Trails today.

Kristin Lee Sanders is a Financial Advisor at Ameriprise Financial Services, LLC located at 25511 Budde Road in The Woodlands, 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®, 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 her expertise in asset management, retirement planning, estate planning, investments, insurance, and more. With a focus on serving a diverse range of clients, including veterans and individuals with special needs, Kristin Lee Sanders is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.

Thrivent Financial-Lutherans, located in The Woodlands, Texas, is a finance institution dedicated to helping individuals create a financial plan they can be confident about. Their team of financial advisors work to understand each client's unique situation and goals, offering strategies and solutions to help them achieve financial success. Through their Money Canvas™ virtual coaching service, clients can build healthier money habits at their own pace. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to guide you through life's challenges and opportunities. They offer charitable planning options and generosity programs to help clients give back to their communities. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization providing advice, investments, insurance, banking, and solutions to help individuals make the most of all they've been given.

Edward Jones - Financial Advisor: Zac Pyles is a trusted finance institution located at 2203 Timberloch Place in The Woodlands, Texas. Specializing in personalized financial planning and investment services, Zac Pyles is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert advice and guidance tailored to their individual needs. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Zac Pyles is committed to providing top-notch financial services to clients in The Woodlands and beyond.

Jason Merrill, Branch Manager at Ameriprise Financial Services, LLC, located at 24 Waterway Avenue in The Woodlands, Texas, offers personalized financial planning services tailored to your individual goals and risk tolerance. From retirement planning to education savings, Jason provides investment recommendations and portfolio analysis to help you achieve your financial aspirations. With regular meetings and updates, he ensures your approach evolves as your life changes. Through secure online access, you can track your progress towards your goals from any device. Jason specializes in multi-generational financial planning, engaging each family member in discussions about their unique financial priorities. By emphasizing financial literacy and empowering every voice to be heard, he crafts personalized strategies that resonate with both younger and older generations. Whether you're planning for education, retirement, or personal investments, Jason is dedicated to helping you make informed decisions for a confident financial future.

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.

Jennifer Joyce Chachere is a Financial Advisor at Ameriprise Financial Services, LLC located at 25511 Budde Road in The Woodlands, 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®, 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®. Jennifer specializes in providing financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. She is dedicated to upholding a code of ethics and staying up-to-date on the latest investment strategies and opportunities to best serve her clients.

Merrill Lynch Financial Advisor Brian Petrauskas, located at 9595 Six Pines Drive in The Woodlands, Texas, is a finance institution founded in 1992 on the principles of integrity and transparency. With over 100 years of collective financial service experience, the institution helps individuals, families, corporate executives, business owners, endowments, and foundations create and preserve their wealth through a consultative process. The institution takes a holistic view of clients' financial world, focusing on long-term strategies rather than specific products. Their investment approach is based on tactical asset allocation, responding to market conditions by dynamically allocating across asset classes. They use award-winning research from BofA Global Research to track global economic indicators.

Merrill Lynch Financial Advisor Frederick A de Groot, located at 9595 Six Pines Drive in The Woodlands, Texas, offers personalized financial strategies and wealth management advice to corporate executives, professionals, business owners, and their families. With nearly three decades of experience, our team oversees approximately $2 billion in client balances, guiding clients through various economic climates and helping them make smart decisions focused on their goals. We believe in tailored asset management disciplines, clear explanations in plain English, and proactive communication with clients. Our goal is to help clients filter out the noise, remove emotions from the process, and create portfolios to weather economic and market turbulence. We offer services to assist with equity awards, deferred compensation, retirement planning, and more, tailored to each client's unique financial situation and goals.

Troy Hooper - State Farm Insurance Agent is a reputable insurance agency located at 17302 House & Hahl Road in Cypress, Texas, United States. With a focus on providing long-lasting financial security for loved ones, they offer a range of insurance and financial services to clients in Cypress, Katy, Tomball, Spring, The Woodlands, and Houston. Led by State Farm Insurance Agent Troy Hooper, who is a veteran of the United States Air Force, the agency is committed to helping individuals and businesses protect their future. Their team of licensed insurance professionals can assist with auto, home, renters, life, and pet insurance, as well as commercial insurance for small businesses. With a dedication to outstanding customer service, Troy Hooper - State Farm Insurance Agent is a trusted partner in securing a stable future for their clients.

Kyle Jungels - State Farm Insurance Agent is located at 10920 Fry Road in Cypress, Texas, United States. As we enter the spring season, this insurance agency is dedicated to helping you protect what matters most. Whether you need to refresh your insurance coverage or ensure you have the right protection in place, Kyle Jungels and his team are here to assist you in making the most of this season of growth and renewal. Kyle Jungels is a third-generation State Farm Agent, following in the footsteps of his grandfather and father. With a background in accounting, finance, and extensive experience in various industries, Kyle is well-equipped to help you manage the risks of everyday life and achieve your financial goals.

Renee Langdon - State Farm Insurance Agent is a local insurance agency located at 4775 West Panther Creek Drive in The Woodlands, Texas. With over 30 years of experience in insurance and financial services, Renee Langdon and her team are dedicated to helping families and business owners protect what matters most. Conveniently located in the Panther Creek Shopping Center, near The Woodlands Children's Museum, they serve the local community of The Woodlands, Spring, Conroe, as well as customers throughout Texas and Oklahoma. The team at Renee Langdon - State Farm Insurance Agent offers a variety of insurance services including Auto Insurance, Homeowner's Insurance, Renter's Insurance, Life Insurance, and Health Insurance. They also provide services in Spanish for their customers' convenience. Whether you are new to the community or looking to relocate, the team is ready to assist with your insurance needs.

Hyde Insurance Group is a health insurance agency located at 4747 Research Forest Drive in The Woodlands, Texas, United States. Our mission is to help people save money and protect their financial future. Whether you need life insurance or assistance with insurance for your business, we are here to help. Our dedicated team, led by Richard, provides quality insurance at affordable prices and goes above and beyond to offer exceptional customer service. We are a proud member of the 2024 MARKETPLACE CIRCLE of CHAMPIONS. Contact us today for a fast and easy life insurance quote. Let us provide you with the peace of mind that comes from being fully covered by a trusted insurance provider. We represent top insurance carriers and are ready to assist you with all of your insurance needs.

Lopez - Integra Insurance is a reputable health insurance agency located at 8111 Ashlane Way in The Woodlands, Texas, United States. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of each individual and family. With a focus on integrity and customer service, we strive to ensure that our clients have access to the best healthcare coverage available. Contact us today to learn more about how Lopez - Integra Insurance can help protect your health and financial well-being.

Haynie & Company is a well-established accounting and finance institution located at 15460 Pin Oak Drive in The Woodlands, Texas. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial consulting, auditing, and more. Whether you are a small business owner or an individual looking for financial guidance, Haynie & Company is dedicated to providing personalized solutions to help you achieve your financial goals. Their commitment to excellence and customer satisfaction sets them apart as a trusted partner in the financial industry.

Greg Sherlock - State Farm Insurance Agent is an insurance agency located at 19221 Interstate 45, The Woodlands, Texas, United States. Greg and his team are dedicated to providing exceptional customer service and finding the perfect fit for Auto, Life, Renters, Condo, and Home Insurance. They proudly serve the communities of The Woodlands, Spring, Tomball, Magnolia, Woodforest, Montgomery, and Conroe, as well as other areas of Texas. With over a decade of experience, Greg holds the prestigious CLU Designation and has received awards such as Ambassador Travel and Legion of Honor as a State Farm agent. The agency also offers assistance with General Commercial Liability, Business & Commercial Fleet Insurance, and Texas Residential & Commercial Flood Insurance.

Ernesto Rincon State Farm Insurance Agency, located at 25420 Kuykendahl Road in The Woodlands, Texas, is dedicated to providing insurance and financial services to the Creekside area and beyond. With a team of licensed professionals, they offer a wide range of insurance options including life, home, auto, health, and business insurance. The agency is fluent in Spanish and available 24/7 for customer convenience. In addition to insurance services, they also assist with supplemental medical insurance, pet insurance, and more. The agency's mission is to make a positive impact on the community and provide exceptional care to their clients. Whether you need a free quote or assistance with your personal insurance plan, Ernesto Rincon State Farm is here to help. Contact them today for all your insurance needs.

Affordable Health & Medicare Insurance is a reputable insurance agency located at 525 Woodland Square Boulevard in Conroe, Texas. We specialize in providing affordable health and Medicare insurance options to individuals and families in the United States. Our knowledgeable agents are dedicated to helping our clients find the best coverage that meets their specific needs and budget. With a focus on customer service and personalized guidance, Affordable Health & Medicare Insurance is committed to ensuring our clients have access to quality healthcare options. Contact us today to learn more about our insurance plans and how we can assist you in protecting your health and financial well-being.

ACEC Life/Health Trust is an Association Health Plan that has been providing affordable and high-quality health plans to over 1,300 ACEC Member firms nationwide since 1965. Located at 9950 Woodloch Forest Drive in The Woodlands, Texas, USA, the Trust offers fully insured plans in 36 states through UnitedHealthcare (UHC) and Select Plans in 33 states through Meritain (an Aetna company). With over 50 plan options and access to UHC's national Choice Plus network of over one million providers, member firms can find the coverage that best suits their needs. The Trust also offers stop loss reinsurance through Summit Re for large firms that self-fund their insurance. In addition to medical coverage, the Trust provides specialty services such as dental, vision, life, and disability insurance through UnitedHealthcare. By bundling medical and specialty coverage, member firms can save on their insurance costs. The Trust also partners with industry leaders to offer financial incentives and wellness programs to member firms. ACEC, the parent organization, has been advocating for the engineering and design services industry for over 100 years, representing more than 5,500 consulting engineering firms and over 600,000 professionals. Membership in ACEC allows firms to access group health and specialty insurance policies through the Trust, ensuring that every employee can benefit from the services provided.

Jonathan Born - Thrivent is a finance institution located at 8777 West Rayford Road in The Woodlands, Texas, United States. They are licensed in multiple states, including AL, AR, AZ, CA, CO, GA, HI, IN, LA, MA, MI, MO, NC, NJ, NY, OK, PA, TN, TX, VA, and WA. The institution offers financial planning services through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent does not provide legal, accounting, or tax advice, and recommends consulting with a professional in those areas. They are the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on their services and professional designations, visit their website or FINRA’s Broker Check.

Edward Jones is a reputable financial institution located at 9595 Six Pines Drive in The Woodlands, Texas, United States. Specializing in personalized financial services, Edward Jones is committed to helping individuals and families achieve their financial goals through tailored investment strategies and expert advice. With a focus on building long-term relationships with clients, Edward Jones prides itself on providing exceptional customer service and sound financial guidance. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Potler CPA Services, PLLC is a well-established accounting and finance institution located at 1095 Evergreen Circle in The Woodlands, Texas, United States. Led by President Jonathan Potler, a licensed CPA with over 15 years of experience, our firm offers a wide range of professional services including bookkeeping, QuickBooks consulting, business formation assistance, and income tax preparation for both individuals and corporations. Please note that we are not accepting new clients for the 2023 tax season, but we are happy to provide referrals to other reputable firms in the area. Our office hours are Monday through Friday from 8:00am to 5:00pm, and tax support can be dropped off with our admin during these times.

Questco is a leading finance, health, and insurance agency located at 480 Wildwood Forest Drive in The Woodlands, Texas, United States. With a team of experienced professionals, Questco is dedicated to providing top-notch services and solutions to meet the diverse needs of their clients. Whether you are looking for financial advice, health insurance options, or assistance with your insurance policies, Questco is here to help. Trust in Questco to provide you with the expertise and support you need to secure your financial future and protect your well-being.

Capital One Café is a unique and innovative institution located in The Woodlands, Texas. It is not just your average café, but also a place where you can enjoy delicious food, grab a cup of coffee, and even do some shopping. With its cozy atmosphere and modern design, it is the perfect spot to relax, socialize, or get some work done. Whether you're looking to grab a quick bite to eat, meet up with friends, or simply unwind, Capital One Café is the place to be. Come visit us at 1201 Lake Woodlands Drive and experience a new kind of café experience.