Goal based investment planning in Houston, TX
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Blue Trust | Houston Financial Advisors
● ClosedBlue Trust is a reputable financial advisory firm based in Houston, Texas. Our team of experienced advisors provides personalized financial planning and investment management services to help our clients achieve their financial goals. Located at 952 Echo Lane, we are dedicated to building long-term relationships with our clients and providing them with trusted guidance to secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Blue Trust is here to help. Contact us today to schedule a consultation with one of our Houston Financial Advisors.
952 Echo Ln # 430, Houston, TX 77024, United States -
FCA Corp: Wealth Management and Financial Planning
● ClosedLocated in Houston, Texas, FCA Corp is a trusted independent wealth management and financial planning firm that has been serving high-net-worth individuals and families since 1975. With a team of highly credentialed professionals, including CFP®, CPA, JD, MBA, and Tax – LLM, FCA Corp offers comprehensive services tailored to each client's unique needs. At FCA Corp, clients can expect a personalized approach to wealth management that takes into account their individual goals and aspirations. The firm's 360-degree, goals-based planning process covers all aspects of a client's financial life, including tax planning and preparation, asset management, and strategic business consulting.
791 Town and Country Blvd #250, Houston, TX 77024, United States -
WISE Financial Planning
● ClosedWISE Financial Planning is a leading finance institution located at 3903 Bellaire Boulevard in Houston, Texas. Our team of experienced financial planners are dedicated to providing personalized and comprehensive financial services to help our clients achieve their goals. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, we are here to guide you every step of the way. At WISE Financial Planning, we believe in empowering our clients to make wise financial decisions that will secure their financial future. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
3903 Bellaire Blvd Ste 115, Houston, TX 77025, United States -
Fruth Investment Management
● OpenFruth Investment Management is a leading finance institution located at 820 Gessner Road in Houston, Texas, United States. With years of experience and expertise in investment management, they offer a wide range of financial services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Fruth Investment Management is dedicated to providing personalized solutions tailored to your unique needs. Trust in their team of professionals to help you make informed decisions and secure a prosperous financial future.
820 Gessner Rd # 1640, Houston, TX 77024, United States -
Cresset Family Office | Houston
● ClosedCresset Family Office in Houston, Texas is a finance institution that is reinventing family office and private wealth management. They offer goals-based financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy, all with True Fiduciary® Standards where your interests come first. The institution provides access to institutional-quality private investments and adheres to strict SEC regulations. Cresset is an independent firm with no hidden costs or fees, providing a transparent and trustworthy experience for their clients. Rankings developed by Barron’s and SHOOK Research recognize the institution's excellence in the industry. Cresset Capital Management and its subsidiaries and affiliates offer investment advisory, family office, and other services to individuals, families, and institutional clients, ensuring a comprehensive approach to managing wealth.
2929 Allen Pkwy Suite 2850, Houston, TX 77019, United States -
VIAJES LATINOS
● OpenVIAJES LATINOS is a travel agency located at 4359 Highway 6, Houston, Texas, United States. If you are looking for a perfect vacation experience with memories to cherish, you are in the right place. Let's plan a reasonable stay for you. Surrounded by scenic beauty and attractive tourist attractions, we make it easy for you to visit all the beautiful places with our in-house guide. We can also help you arrange transportation services for easier travel to nearby locations.
4359 Hwy 6, Houston, TX 77084, United States -
Viajes Latinos
● ClosedViajes Latinos is a travel agency located at 1811 Bingle Road, Houston, Texas, United States. If you are looking for a perfect vacation experience with memories to cherish, you are in the right place. Let's plan a reasonable stay for you. Surrounded by scenic beauty and attractive tourist attractions, we make it easy for you to visit all the beautiful places with our in-house guide. We can also help you arrange transportation services for easier travel to nearby locations. From living among the locals to eating authentic delights, you will surely return home with wonderful memories and moments. Starting a travel agency can be an exciting venture. Here is a guide with subtitles to help you get started: 1. Market Research: Understand the travel industry, including trends, competition, and customer preferences.
1811 Bingle Rd, Houston, TX 77055, United States -
Granite Harbor Advisors
● ClosedGranite Harbor Advisors is a finance and insurance agency located at 10603 West Sam Houston Parkway North, Houston, Texas, United States. Our office has recently moved to a new location at 10603 W. Sam Houston Parkway N. Ste. 450, Houston, TX 77064. We specialize in providing tailored financial planning, wealth management, and life insurance solutions for successful individuals and families. As a full-service financial advisory firm, we focus on organizing and optimizing our clients' entire financial picture so they can spend more time doing what they enjoy. Our principled approach to financial planning combines expert advice, dedicated service, and a well-defined investment philosophy to deliver results for our clients.
10603 W Sam Houston Pkwy N Ste. 450, Houston, TX 77064, United States -
Thrivent Financial: Bruno Interlandi -
● ClosedThrivent Financial: Bruno Interlandi is a Christian-based financial institution located at 17150 Butte Creek Road, Houston, Texas, United States. Specializing in financial planning, guidance, and investing, the institution is licensed in multiple states and offers personalized services tailored to individual goals and priorities. As a Ramsey SmartVestor Pro, Bruno Interlandi is dedicated to providing exceptional guidance and service to help clients achieve financial independence. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. With over 40 years of experience in business and finances, Bruno Interlandi is seeking motivated individuals to join the team as Financial Advisors. Licensing and training opportunities are available for those interested in a career in the financial services industry. Consult Thrivent for advice and guidance on financial planning and investment strategies. Visit their website for more information on professional designations and services offered.
17150 Butte Creek Rd Ste 230, Houston, TX 77090, United States -
Teamwork Financial Group - McAllen
● ClosedTeamwork Financial Group - McAllen, located at 3400 North McColl Road in McAllen, Texas, is a finance institution dedicated to helping individuals create personalized retirement strategies. By using an Integrated Legal, Tax, and Financial Plan, the experienced team at Teamwork Financial Group will assess your current financial situation and determine your retirement needs. Schedule a meeting with Teamwork Financial Group to receive a custom strategy tailored to help you reach your unique retirement goals. Download a 6-page instant guide on key financial challenges that can impact your income plan in retirement.
3400 N McColl Rd b1, McAllen, TX 78501, United States -
Advisor's Resource Company
● ClosedAdvisor's Resource Company, located at 446 Houston Street in Coppell, Texas, is dedicated to empowering clients to make smart financial decisions with proactive solutions. The institution offers value through tax-reduction and risk mitigation strategies, utilizing a proactive and holistic mindset. The team-based approach allows for premier service, partnering with firms to deliver more value to clients. The company was founded by a Certified Financial Planner and a Fellow of the Society of Actuaries, with years of experience in the financial services industry. They work with vetted specialists to provide the best advice possible, supporting clients throughout the entire sales process. As a financial architect, Advisor's Resource Company helps build a team of experts to ensure success. They work with current advisors and do not try to replace them. The institution focuses on corporate structure, tax planning strategies, asset protection, savings, and exit strategies to ensure financial health and success for businesses and individuals. With a focus on providing the best advice possible, Advisor's Resource Company is committed to helping clients achieve their financial goals.
446 Houston St, Coppell, TX 75019, United States -
Cypress Wealth Advisors LLC
● ClosedCypress Wealth Advisors LLC is an independent fee-only registered investment advisor located at 4358 Lockhill Selma Road in Shavano Park, Texas. We offer comprehensive wealth management solutions to individuals, families, and institutions. Our main office is in San Antonio, but we serve clients in Dallas, Houston, Austin, and surrounding states. As one of the few NAPFA-registered advisors in the area, we provide custom-tailored financial planning and investment management services in a clear and understandable way. We also offer advice on estate and tax planning. Our approach focuses on developing investment strategies based on realistic goals and working with clients on an ongoing basis to ensure financial success. Visit our website or FINRA's BrokerCheck for more information.
4358 Lockhill Selma Rd Bldg 3, Ste 310, Shavano Park, TX 78249, United States -
The Mott Group | Graystone Consulting - Morgan Stanley
● OpenThe Mott Group | Graystone Consulting - Morgan Stanley is a premier financial institution located at 15021 Katy Freeway in Houston, Texas, United States. As a part of Morgan Stanley, they offer a wide range of financial services and expertise to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and financial planning, The Mott Group | Graystone Consulting is dedicated to providing personalized solutions and exceptional service to their clients.
15021 Katy Fwy #650, Houston, TX 77094, United States -
Preeminence Financial Services
● ClosedPreeminence Financial Services is a distinguished and superior accounting and finance institution located at 2550 Gray Falls Drive in Houston, Texas, United States. As an independent financial services firm and tax preparation corporation, we offer a wide range of products and services tailored to meet your individual needs. Our team of experts uses proven finance strategies to help you navigate market volatility and achieve your financial goals. We provide unbiased recommendations based on your specific needs and goals. Whether you are looking for financial advising, investment management, or estate planning services, we are here to help you make the best decisions for your future. Join us in creating a secure financial future for yourself and your loved ones. Apply for our open positions today and take the first step towards financial success with Preeminence Financial Services.
2550 Gray Falls Dr #145, Houston, TX 77077, United States -
Starfox Financial Services, LLC
● ClosedStarfox Financial Services, LLC is a finance institution located at 10077 Grogans Mill Road in The Woodlands, Texas, United States. Founded in 2006 in Southern California, Starfox Financial has expanded to the Greater Houston area, focusing on serving the unique needs of affluent investors. As an independent Registered Investment Advisor (RIA) with the motto Faith, Family, Finance, we offer wealth-building tools and advice without bias or conflict of interest. Our team works collaboratively with clients to help them achieve their desired financial outcomes through personalized financial planning and investment management strategies. Our firm operates on Christian principles, prioritizing the best interests of our clients and upholding fiduciary standards. We provide transparent, fee-based advice and utilize top-of-the-line technology to help clients visualize their goals and track their progress. Whether you are just starting to build your wealth, planning for retirement, or navigating a life change, Starfox Financial is committed to providing exceptional service and support. Have faith in your future with Starfox Financial Services, LLC.
10077 Grogans Mill Rd ste 150, The Woodlands, TX 77380, United States -
Merrill Lynch Financial Advisor Alvin A Murgai
● ClosedMerrill Lynch Financial Advisor Alvin A Murgai, located at 5775 North Sam Houston Parkway West in Houston, Texas, is a distinguished institution in the finance industry. The team at Merrill Lynch is dedicated to providing exemplary client service and has received recognition from prestigious financial industry publications. The members of The Murgai, Jerding & Rao Wealth Management Group have decades of experience serving accomplished clientele, including top executives in the energy industry, physicians, business owners, and affluent individuals. The team focuses on building strong client relationships based on trust and personalized service, offering tailored financial and retirement strategies that align with tax-minimization and estate planning considerations. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works collaboratively with clients to develop approaches designed to address their financial needs. Merrill Lynch Advisors believe in putting clients first, offering a personalized financial approach that reflects individual goals and priorities. By getting to know clients personally and understanding what matters most to them, the team can provide valuable advice to help clients achieve their financial goals. With a focus on continuous communication and updates to reflect changes in clients' lives, Merrill Lynch Advisors are committed to helping clients stay on track towards financial success.
5775 North Sam Houston Pkwy W, Houston, TX 77086, United States -
Merrill Lynch Financial Advisor Marcus P. Malonson
● ClosedMerrill Lynch Financial Advisor Marcus P. Malonson is a finance institution located at 5775 North Sam Houston Parkway West, Houston, Texas, United States. Marcus P. Malonson, SE-AWMA, CPFA, C(k)P, CIMA, CRPC, CFP, is dedicated to managing your wealth by creating a personalized strategy based on your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Marcus P. Malonson can help you pursue your goals through personalized wealth management strategies. By participating in the community and volunteering, Marcus P. Malonson upholds the Merrill tradition of serving the community. Through Merrill Personal Wealth Analysis™, a personalized plan can be built to focus on your goals and aspirations. As a Merrill Lynch Wealth Management advisor, Marcus P. Malonson focuses on your family, goals, and priorities, adapting to changes over time. By understanding your financial personality and goals, Marcus P. Malonson can provide tailored financial solutions to help you achieve what matters most to you. With regular check-ins and updates to your financial approach, Marcus P. Malonson aims to help you stay on track to reach your financial goals. Let Marcus P. Malonson help you design and implement a personalized plan to manage, grow, and preserve your wealth for the future.
5775 North Sam Houston Pkwy W, Houston, TX 77086, United States -
Steven A Herzog - RBC Wealth Management Financial Advisor
● ClosedSteven A Herzog - RBC Wealth Management Financial Advisor is a trusted financial institution located at 750 Town and Country Boulevard in Houston, Texas. As a dedicated financial advisor, Steven A Herzog provides personalized wealth management services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Steven A Herzog offers expert advice on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or plan for the future, Steven A Herzog - RBC Wealth Management Financial Advisor is committed to helping you navigate the complexities of the financial world with confidence.
750 Town and Country Blvd Suite 325, Houston, TX 77024, United States -
Merrill Lynch Financial Advisor Nadia Khan
● ClosedLynch Financial Advisor Nadia Khan, located at 15375 Memorial Drive in Houston, Texas, is a finance institution dedicated to helping clients achieve their financial goals. Nadia Khan follows the deep-seated Merrill tradition of community involvement, volunteering with organizations in the local area. With the support of the global resources of Merrill, her team is committed to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ is used to create personalized financial plans centered on clients' goals and aspirations. Nadia Khan's mission is to understand each client individually and design a plan to help them pursue their financial goals while managing investment risk. By focusing on potential solutions tailored to each client's needs, she aims to turn their financial goals into reality.
15375 Memorial Dr, Houston, TX 77079, United States -
Merrill Lynch Financial Advisor David A. Gray
● ClosedMerrill Lynch Financial Advisor David A. Gray is a renowned finance institution located at 15375 Memorial Drive in Houston, Texas. With decades of experience, David provides personalized wealth management services to affluent clients in Houston, throughout Texas, and across the country. Specializing in working with business owners, executives, attorneys, and engineers, David implements financial strategies tailored to each client's life priorities. He is dedicated to formulating and executing thoughtful, planning-based approaches to address diverse needs and goals. David coordinates with clients' CPAs and attorneys to develop risk-managed financial and retirement income strategies, including Social Security maximization and legacy planning. As a Houston native and graduate of Texas A&M University, David is committed to building strong client relationships based on trust and personalized service. His team at Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial goals by understanding their aspirations and providing customized investment strategies. With access to the global resources of Merrill and banking solutions from Bank of America, David works with clients to develop approaches designed to address their financial needs and pursue their goals. His mission is to understand each client's unique situation and help them design and implement personalized plans to manage investment risk and achieve financial goals. By staying in touch with clients to discuss changes in their lives and financial markets, David ensures that their financial approach remains aligned with their evolving needs and priorities. Through ongoing reviews and adjustments, David helps clients stay on track to achieve what matters most to them. With a focus on building a dedicated one-on-one relationship with each client, Merrill Lynch Financial Advisor David A. Gray is committed to putting clients first and helping them navigate the complexities of their financial lives.
15375 Memorial Dr Suite 400, Houston, TX 77079, United States -
Merrill Lynch Financial Advisor Michael W Jerding
● ClosedMerrill Lynch Financial Advisor Michael W Jerding is a finance institution located at 5775 North Sam Houston Parkway West, Houston, Texas, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is committed to providing exemplary client service and building strong relationships based on trust and personalized service. The team, known as The Murgai, Jerding & Rao Wealth Management Group (MJRWM), has served a diverse clientele for decades, including top executives in the energy industry, physicians, business owners, and affluent individuals. They work collaboratively with clients and their other advisors to tailor financial and retirement strategies that align with tax-minimization and estate planning considerations. The team focuses on managing clients' assets with a long-term view, using Merrill Lynch Wealth Management models and outside thought leadership. They believe in creating value for client families by reviewing investments, evaluating liabilities, and providing input on Social Security and wealth transfer decisions. The team is dedicated to helping clients pursue their financial goals and aspirations, providing personalized financial approaches tailored to individual needs. Merrill Lynch Financial Advisor Michael W Jerding offers a range of services, including the Merrill Personal Wealth Analysis™ to help clients build and document a personalized financial plan. The team believes in staying connected with clients to discuss changes in their lives and financial goals, ensuring they stay on track to achieve what's most important to them. With a focus on understanding clients' priorities and personality, the team at Merrill Lynch Financial Advisor Michael W Jerding is committed to helping clients achieve their financial goals.
5775 North Sam Houston Pkwy W, Houston, TX 77086, United States -
Merrill Lynch Financial Advisor Adam B Stovall
● ClosedMerrill Lynch Financial Advisor Adam B Stovall, located at 15375 Memorial Drive in Houston, Texas, is a finance institution dedicated to building and maintaining strong relationships with clients. With over 20 years of experience in the financial services industry, Adam Stovall offers personalized wealth management strategies tailored to individual needs. As a Resident Director and Managing Director, Adam focuses on delivering comprehensive approaches to managing wealth by listening to clients and helping them make informed decisions. Committed to the community, Adam volunteers his time with local organizations and follows the Merrill tradition of community involvement. Through Merrill Personal Wealth Analysis™, clients can build personalized financial plans centered on their goals and aspirations. Supported by the global resources of Merrill, Adam's team of talented individuals provides personalized service and builds trust-based client relationships.
15375 Memorial Dr, Houston, TX 77079, United States -
Yellowstone Wealth Advisors
● ClosedYellowstone Wealth Advisors is a finance and health institution located at 2503 Robinhood Street in Houston, Texas, United States. If you want to achieve financial peace and wealth, our fee-only, fiduciary financial planning firm can help professionals and retirees reach their financial goals. Our Founder and Chief Financial Advisor has a background in military, CPA principles, and behavior-based financial advising. We offer in-person or virtual financial planning, coaching, and "financial therapy" to help individuals with money behaviors and decisions. Whether you need help with debt management, investment planning, retirement savings, or any other financial matter, we are here to provide strategic advice tailored to your needs. Our goal is to help you build wealth and achieve financial peace, and we look forward to helping you on your financial journey. Contact us at 2503 Robinhood Street, Houston, Texas 77005, United States.
2503 Robinhood St # 160, Houston, TX 77005, United States -
John McIntyre - RBC Wealth Management Financial Advisor
● ClosedJohn McIntyre - RBC Wealth Management Financial Advisor is a leading financial institution located at 1980 Post Oak Boulevard in Houston, Texas. As a trusted advisor, John McIntyre provides expert financial guidance and personalized wealth management solutions to clients in the United States. With a focus on building long-term relationships and delivering exceptional service, John McIntyre helps individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, John McIntyre - RBC Wealth Management Financial Advisor is dedicated to helping you make informed financial decisions and navigate the complexities of the financial world.
1980 Post Oak Blvd Suite 1630, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Jeffrey R Stubbs
● ClosedMerrill Lynch Financial Advisor Jeffrey R Stubbs is a finance institution located at 5775 North Sam Houston Parkway West in Houston, Texas, United States. The institution, also known as Matula, Stubbs, Winkler, & Young Wealth Management, offers insights, observations, and ideas to help clients achieve their financial goals. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The institution offers personalized investment strategies, wealth management services, and access to banking solutions from Bank of America. The team of experienced individuals at Merrill Lynch focuses on understanding each client's unique financial situation and goals, and works to design and implement personalized plans to help them pursue their financial objectives while managing investment risk. The institution believes in the power of having a dedicated team of advisors committed to helping clients navigate the financial landscape and achieve their goals. Whether clients are planning for retirement, saving for a home, or funding their children's education, Merrill Lynch Financial Advisor Jeffrey R Stubbs is there to provide guidance and support every step of the way.
5775 North Sam Houston Pkwy W Suite 300, Houston, TX 77086, United States -
Edward Jones - Financial Advisor: David G Faris
● ClosedEdward Jones - Financial Advisor: David G Faris is a renowned finance institution located at 5615 Kirby Drive in Houston, Texas, United States. With a strong commitment to providing personalized financial services, David G Faris and his team specialize in helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest wisely, Edward Jones - Financial Advisor: David G Faris is dedicated to providing expert advice and guidance every step of the way. Trustworthy and reliable, this institution is a top choice for individuals seeking comprehensive financial planning services.
5615 Kirby Dr Ste 410, Houston, TX 77005, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a financial institution located in Houston, Texas, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities. We offer financial strategies based on years of combined knowledge and experience, beyond just wealth planning advice. Our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. We are committed to client service and satisfaction, helping clients identify personal and professional goals to create financial strategies tailored to their long-term objectives.
5775 North Sam Houston Pkwy W, Houston, TX 77086, United States -
David Miller - RBC Wealth Management Financial Advisor
● OpenDavid Miller - RBC Wealth Management Financial Advisor is a reputable financial institution located at 1980 Post Oak Boulevard in Houston, Texas, United States. As a financial advisor, David Miller offers personalized wealth management services to help individuals and businesses achieve their financial goals. With a focus on providing expert advice and tailored solutions, David Miller and his team strive to build long-lasting relationships with their clients based on trust and transparency. Whether you are looking to plan for retirement, invest for the future, or protect your assets, David Miller - RBC Wealth Management Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence.
1980 Post Oak Blvd Suite 1630, Houston, TX 77056, United States -
Logic Capital Management, LLC
● ClosedLogic Capital Management, LLC is an independent, fee-based registered investment advisory firm located at 7500 San Felipe Street in Houston, Texas, United States. We specialize in providing customized investment management services and personal financial planning solutions to our clients. Our goal is to simplify the wealth management process, keep our clients informed, and inspire confidence in their financial decisions. At Logic Capital, we believe in making one good short-term decision at a time to reach long-term financial goals. Our services include evaluating investment risk tolerance, building customized portfolios, and managing these portfolios with our recommended custodial partners. We are directly tied to our clients' success and strive to help them achieve their long-term objectives.
7500 San Felipe St suite 150, Houston, TX 77063, United States -
CFO Wealth Management - Ameriprise Financial Services, LLC
● ClosedCFO Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 5151 San Felipe Street in Houston, Texas, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, our team is dedicated to helping clients achieve their financial goals. Whether you are concerned about retirement income, market fluctuations, or inflation, our advisors are here to provide guidance and support. Backed by the Ameriprise Investment Research Group, we closely monitor market conditions to help you make informed decisions. By utilizing our Retirement InteractiveSM tool, you can explore potential challenges that may impact your retirement income. Please visit our website for background and qualification information, as well as important disclosures. Schedule a complimentary initial consultation to discuss what matters most to you and start planning for a secure financial future.
5151 San Felipe St Ste 2100, Houston, TX 77056, United States
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