The 30 Best Independently owned financial institution in Houston, Texas

Concert Financial Planning, LLC is a finance institution located at 2950 North Loop West in Houston, Texas, United States. Specializing in helping BigLaw Attorneys, we offer commission-free, fiduciary, and independent financial planning services to optimize your hard work and achieve financial peace of mind. Our firm uses the latest technology to create a warm, flexible, and secure environment for clients to collaborate with us, whether in-person or virtually. We do not sell products or accept commissions, ensuring that our advice is always in the best interest of our clients. Owned by Founder Matt Smith, Concert Financial Planning is committed to developing close relationships with clients and providing ongoing, personalized advice to help navigate important financial decisions. Contact us today to begin your financial journey with a trusted partner.

Bessemer Trust Private Wealth Management in Houston, TX, located at 109 North Post Oak Lane, is a trusted institution with over 115 years of experience serving individuals and families of substantial wealth. As a privately owned and independent multi-family office, we offer comprehensive investment management, wealth planning, and family office services to help you achieve peace of mind for generations to come. Our team at Bessemer Trust prioritizes building strong relationships with our clients, focusing on understanding your financial and personal goals to provide personalized advice and service you can depend on. We make your priorities our own, ensuring that your best interests always drive our actions on your behalf.

Danna, Ink. is a reputable finance institution located at 7862 Hillbarn Drive in Houston, Texas, United States. With a strong focus on providing personalized financial solutions, Danna, Ink. offers a wide range of services including investment management, retirement planning, and wealth preservation. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to discover how Danna, Ink. can help you navigate the complexities of the financial world with confidence and ease.

ASAP Credit Repair is a family-owned and operated finance institution located at 15915 Katy Freeway in Houston, Texas. Founded in 2008, ASAP Credit Repair has become one of the most recognized credit repair brands in the United States. With a focus on helping clients achieve their financial goals, ASAP Credit Repair offers flat fee pricing, guaranteeing results or a full refund. The experienced team at ASAP Credit Repair is dedicated to providing the best customer service experience, with a mission to offer effective and affordable credit repair solutions. By disputing inaccurate or invalid accounts on credit reports, ASAP Credit Repair has helped clients improve their credit scores and achieve financial independence. Choose ASAP Credit Repair for all your credit repair needs and start your journey towards a brighter financial future.

Krueger & Catalano Capital Partners, LLC is a finance institution located at 8401 Westview Drive in Houston, Texas, United States. At Krueger & Catalano, clients can expect expert advice without complexity, one-on-one guidance, and honest answers. The institution's unique approach, Freedom Day Solutions™, offers clients a holistic financial plan tailored to their individual goals on a single page. Portfolio research and management are all handled in-house, ensuring timely expert advice when needed most. With a focus on achieving financial peace of mind, Krueger & Catalano helps clients work towards their "Freedom Day" - when multiple streams of income exceed all expenses and can last until the age of 100 . As a family-owned and operated firm, Freedom Day Solutions serves families nationwide, with a commitment to long-lasting partnerships and independence from banks or brokerages.

Zeller Fred is a finance institution located at 10375 Richmond Avenue in Houston, Texas, United States. Each Ameriprise advisor at this institution has their own specialized "Top areas of focus" to help clients achieve their financial goals. Clients can review the backgrounds, credentials, and experience of the advisors to find the best fit for their needs. By filling out the "Request consultation" form, clients can connect with their desired advisor who will schedule a complimentary initial consultation to discuss their financial objectives.

Paul Comstock Partners is a finance institution located at 1177 West Loop South in Houston, Texas, United States. We specialize in providing independent, objective, decision-enabling wealth management advice to individuals, families, fiduciaries, and their advisors. Our team of wealth advisors conducts thorough, strategic research to develop personalized investment and succession planning advice that is client-centered and innovative. As an employee-owned firm with over 40 years of experience, we believe in earning our clients' confidence by delivering clarifying analysis that is both client-centered and sometimes contrarian. We offer flat-fee portfolio asset analysis to assess management performance and strategy, as well as advice on organizing family financial capital to maximize results for generations to come.

Victor Arevalo - Thrivent is a finance institution located at 4400 Post Oak Parkway in Houston, Texas, United States. They are licensed in multiple states including AL, AZ, CA, CO, FL, IN, MD, MI, MO, MS, NJ, NM, NY, OR, TN, TX, UT, VA, and WA. As a Ramsey SmartVestor Pro, Victor Arevalo is part of a network of financial professionals who prioritize client education and empowerment. Thrivent's mission is to build lasting client relationships by providing exceptional guidance and tailored solutions for financial independence. They offer services such as financial planning and Dedicated Planning Services for a fee. Thrivent is not affiliated with Ramsey Solutions or the SmartVestor program. For legal, accounting, or tax advice, clients are advised to consult with their own professionals. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent Financial for Lutherans. Visit their website for more information on their services and professional designations.

Gold Star Tax is a finance institution located at 11078 Veterans Memorial Drive in Houston, Texas, United States. Are you in need of trustworthy advice from a Houston tax professional? Our team at Gold Star Tax is here to help navigate the complexities of today's tax laws and ensure you are taking advantage of all available deductions and credits. With our expertise and knowledge, we can assist you in maximizing your tax savings and establishing greater profitability and business efficiency. Leave the tedious task of bookkeeping to our professionals and enjoy stress-free tax preparation.

RSM 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.

Premium Tax Experts is a top-notch accounting and finance institution located at 10008 Tidwell Road in Houston, Texas. With a focus on providing excellent service and accurate tax advice, Premium Tax Experts is independently owned and operated by Mrs. Davis, who has years of experience in the industry. The institution guarantees customer satisfaction and promises to help clients receive all the tax credits they deserve. What sets Premium Tax Experts apart is their commitment to ongoing education and training to stay informed on the latest tax laws and regulations. Their friendly and knowledgeable staff make clients feel comfortable and at ease during their service appointments. Each tax preparer is fully trained and certified, ensuring the highest quality service possible.