Global tax services in Houston, TX
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Merrill Lynch Financial Advisor Barry W Smith Jr
● ClosedThe Merrill Lynch Financial Advisor Barry W Smith Jr, located at 800 Capitol Street in Houston, Texas, takes a distinctive, multi-generational approach to wealth management. The Smith Wealth Management Group believes in managing not just your money, but also your decisions around money. They work closely with clients such as active and retired physicians, corporate executives, consultants, and multiple generations of their families to create personalized financial strategies that fit like puzzle pieces. With a focus on planning-based approaches and regular communication with clients, the team at The Smith Wealth Management Group aims to provide sophisticated, risk-managed investing and tax-efficient wealth preservation and transfer. Barry Jr's background as a CPA brings a high level of tax awareness to the team, allowing them to identify, optimize, and maintain clients' tax efficiencies. The team collaborates with clients' CPAs and tax attorneys to align financial and tax minimization strategies that benefit generations of families. The team at The Smith Wealth Management Group offers engaging and memorable experiences to clients, with a focus on understanding each client's unique circumstances, preferences, achievements, and ambitions.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Edward A Walker
● ClosedMerrill Lynch Financial Advisor Edward A Walker is a trusted institution located at 3700 Buffalo Speedway, Houston, Texas, United States. Specializing in finance, Edward A Walker has been recognized as one of Forbes' "Best-in-State Wealth Advisors" for multiple years. With a focus on exemplary client service, Edward A Walker has experience in helping executives manage concentrated stock positions and navigate important life events such as retirement, inheritance, or the sale of a business. Additionally, Edward A Walker provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and banking services. Committed to serving the community, Edward A Walker volunteers with local organizations. The institution offers personalized financial planning through the Merrill Personal Wealth Analysis™, tailored to individual goals. Supported by the global resources of Merrill, the team at Edward A Walker's institution is dedicated to building strong client relationships based on trust and personalized service. With a focus on understanding clients' goals and priorities, Edward A Walker helps clients pursue their aspirations and adapt their financial approach as their life changes. By utilizing the Investment Personality Assessment, Edward A Walker can customize financial strategies to align with clients' investing preferences. With a mission to help clients achieve their financial goals and manage investment risk, Edward A Walker works with clients to develop personalized plans. By staying in touch with clients and adjusting their financial approach as needed, Edward A Walker aims to help clients achieve long-term financial success. Whether planning for retirement, education, or wealth transfer, Edward A Walker provides comprehensive financial solutions to help clients navigate the financial landscape. Registered to do business in multiple states, Edward Walker is a Chartered Retirement Planning Counselor™, offering expertise in retirement planning. Investing involves risk, and past performance does not guarantee future results. Merrill Lynch and its advisors do not provide legal, tax, or accounting advice, recommending clients consult with their own legal and financial professionals. With a focus on personalized service and comprehensive financial solutions, Edward A Walker and Merrill Lynch are dedicated to helping clients pursue their financial goals.
3700 Buffalo Speedway Suite 100, Houston, TX 77098, United States -
Merrill Lynch Financial Advisor Joel A Johnson
● Closedocated at 800 Capitol Street in Houston, Texas, Merrill Lynch Financial Advisor Joel A Johnson offers top-notch financial services through VMT Wealth Management. With a team of three professionals dedicated to each client, including a financial advisor, relationship manager, and administrative associate, they provide personalized wealth planning, investment management, and service. Ranked #1 on the Forbes "America's Top Wealth Management Teams High Net Worth" lists in 2022 and 2023, they are committed to exceeding client expectations and focusing on their goals and needs. With a disciplined approach rooted in portfolio management techniques used by large institutional investors, their goal is to help clients pursue their long-term objectives. Recognized by Forbes and Barron's for their exemplary client service, Merrill Lynch Financial Advisor Joel A Johnson is supported by the global resources of Merrill and Bank of America, ensuring personalized and trustworthy financial advice.
800 Capitol St Suite 1900, Houston, TX 77002, United States -
Merrill Lynch Private Wealth Advisor Eduardo Speck
● ClosedMerrill Lynch Private Wealth Advisor Eduardo Speck is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. With a focus on providing personalized attention and customized services, our team of private wealth advisors are dedicated to helping you and your family navigate all aspects of your financial life. We offer industry-leading research and expert analysis to help you stay ahead and achieve your financial goals. Our private wealth advisors are rigorously trained to meet your specialized needs and build relationships based on trust and personalized service. Whether you are a business owner, executive, or multi-generational family, we work with a limited number of clients to provide highly personalized one-on-one service.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Stephen P Lamb
● ClosedMerrill Lynch Financial Advisor Stephen P Lamb is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, we believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and managing over 3 billion in client assets, our team at TSPN Wealth Management Group serves a select group of organizations and individuals, including CEOs, entrepreneurs, and executives. We focus on combining world-class resources with personalized, informed support to help clients achieve their greatest financial goals while preserving their financial futures. Our team believes in a mathematical, non-emotional investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, time horizon, and liquidity needs. We emphasize diversification across global asset classes, investment styles, sectors, and industry groups to manage portfolio risk effectively. We offer banking services through Bank of America, N.A. and provide regular meetings to review investment performance, portfolio rebalancing, and current strategy adjustments as needed.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Jared Holden
● ClosedMerrill Lynch Financial Advisor Jared Holden, located at 800 Capitol Street, Houston, Texas, is a renowned institution in the finance industry. The team at Merrill Lynch is dedicated to providing exemplary client service, setting the standard for excellence in the field. Recognized by prestigious publications such as Forbes and Barron's, Merrill Lynch Financial Advisor Jared Holden is committed to building strong client relationships based on trust and personalized service. With the global resources of Merrill Lynch at their disposal, the team is comprised of talented and experienced individuals who strive to meet the unique needs of each client. Rankings and recognition from industry leaders highlight the expertise and dedication of Merrill Lynch Financial Advisor Jared Holden and their team, making them a trusted choice for financial advice and wealth management.
800 Capitol St Suite 1900, Houston, TX 77002, United States -
The Cornerstone Financial Group - Morgan Stanley
● OpenThe Cornerstone Financial Group is a branch of Morgan Stanley, a leading global financial services firm. Located at 2800 Post Oak Boulevard in Houston, Texas, this institution offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors and analysts, The Cornerstone Financial Group provides personalized investment strategies, wealth management solutions, and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, the experts at The Cornerstone Financial Group are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
2800 Post Oak Blvd 18th Fl, Houston, TX 77056, United States -
Carr, Riggs & Ingram CPAs and Advisors
● ClosedCarr, Riggs & Ingram CPAs and Advisors is a top-ranked accounting and advisory firm located at 2 Riverway Drive in Houston, Texas. Specializing in accounting and finance, we offer a wide range of services to help businesses grow and succeed. As a member of PrimeGlobal, a global association of independent accounting firms, we have access to a wealth of resources and expertise to provide our clients with the best solutions for their financial needs. From traditional accounting services to cutting-edge technology support, we are dedicated to helping our clients achieve their goals and gain a competitive edge in their industries. Contact us today to see how we can help you triangulate your success.
2 Riverway Dr 15th Floor, Houston, TX 77056, United States -
RSM US LLP
● ClosedRSM US LLP, located at 1330 Post Oak Boulevard in Houston, Texas, is a leading accounting and finance institution offering assurance, tax, and consulting services for middle market leaders. Our dedicated team of economic experts and robust research program provide valuable perspectives to support your business strategy and align with global industry trends. With a focus on understanding your unique business issues, our advisors offer a wide range of services and global technical resources to help drive your business forward. Embracing digital tools and solutions, we strive to enhance your RSM experience and empower your business growth. Our team of first-choice advisors is committed to helping you make confident decisions and seize opportunities for meaningful impact. As the U.S. member firm of RSM International, a global network of independent firms, we collaborate to provide services to global clients while maintaining our own unique legal entity. Visit our website for more information on how RSM US LLP can support your business goals and drive success.
1330 Post Oak Blvd #2400, Houston, TX 77056, United States -
Eric Jefferson - Morgan Stanley
● OpenEric Jefferson - Morgan Stanley is a reputable finance institution located at 1330 Post Oak Boulevard in Houston, Texas. As a branch of the global financial services firm Morgan Stanley, Eric Jefferson offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced professionals, they provide tailored investment solutions, wealth management, retirement planning, and more. Whether you are looking to grow your assets or secure your financial future, Eric Jefferson - Morgan Stanley is committed to helping you achieve your financial goals.
1330 Post Oak Blvd # 900, Houston, TX 77056, United States -
The Novelli Group - Morgan Stanley
● OpenThe Novelli Group - Morgan Stanley is a leading finance institution located at 600 Travis Street in Houston, Texas, United States. With a strong reputation for excellence in financial services, The Novelli Group offers a wide range of investment and wealth management solutions to clients. Backed by the global resources of Morgan Stanley, the institution provides expert advice and personalized strategies to help individuals and businesses achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, The Novelli Group - Morgan Stanley is dedicated to providing top-notch service and guidance every step of the way.
600 Travis St # 3700, Houston, TX 77002, United States -
Creative Numberz LLC
● ClosedCreative Numberz LLC, located at 15115 Park Row Drive in Houston, Texas, is a premier accounting and finance institution. Our team serves a diverse range of clients, from small businesses to individual professionals, offering top-notch accounting and tax preparation services with exceptional customer support. Our managing partner, Osei Adams, brings over 20 years of experience in the industry and is dedicated to providing high-quality tax services. With a strong emphasis on continuous education and improvement, we ensure that our clients receive the service they deserve. Osei Adams, with over 25 years of tax preparation experience and a background in accounting, is a registered preparer with the IRS and a practicing accountant. His expertise in business finance and personal taxes, combined with his hands-on experience managing accounting departments, makes him a trusted advisor for clients in all tax brackets. As the International Controller at a global holding company, Osei oversees the accounts of celebrities, athletes, and small business owners. At Creative Numberz LLC, we are committed to addressing all your tax and financial inquiries. Contact us today to learn more about how we can assist you.
15115 Park Row Dr Suite # 350, Houston, TX 77084, United States -
Crowe LLP
● ClosedCrowe LLP is a renowned accounting and finance institution located at 9 East Greenway Plaza in Houston, Texas, United States. With a strong reputation for providing expert financial services, Crowe LLP offers a wide range of accounting solutions to businesses and individuals. Their team of skilled professionals is dedicated to helping clients navigate complex financial matters and achieve their goals. Whether you need assistance with tax preparation, auditing, or financial planning, Crowe LLP is committed to delivering high-quality, personalized service to meet your needs.
9 E Greenway Plaza #1700, Houston, TX 77046, United States -
Brenner & Elsea-Mandojana, LLC
● ClosedBrenner & Elsea-Mandojana, LLC is an accounting and finance institution located at 3663 North Sam Houston Parkway East in Houston, Texas, United States. After ten years of successful collaboration, the firm has decided to dissolve and rebrand as separate CPA firms: CEM Global Tax Planning, LLC and Brenner Global Associates, LLC. Despite the change in name, the commitment to providing clients with excellent and professional services remains unchanged. The valued associates will transition to the new firms, ensuring that clients will continue to work with the same team of professionals. Email addresses will be forwarded to the new firms' email addresses, so clients can expect communication from the new addresses during the transition period. The team is excited to take these next steps and continue serving clients with dedication and expertise.
3663 N Sam Houston Pkwy E, Houston, TX 77032, United States -
EY
● ClosedLocated at 1401 McKinney Street in Houston, Texas, EY is a renowned institution specializing in accounting and finance services. The institution offers valuable insights on how companies can ensure privacy, transparency, and accountability while implementing AI technologies. EY also provides discussions on how AI can unlock value in M&A transactions, turn climate ambitions into action, and create tangible value for businesses. Additionally, EY offers reports on health equity outlook, LGBTQ workplace barometer, government modernization barriers, and health pulse survey findings. The institution aims to develop outstanding leaders who deliver quality services to build trust and confidence in the capital markets and economies worldwide. With a global presence, EY plays a critical role in building a better working world for its people, clients, and communities.
5 Houston Center, 1401 McKinney St Suite 2400, Houston, TX 77010, United States
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