Individual investment planning in Houston, Texas

Goose Creek Financial is a reputable finance institution located at 915 Heights Boulevard in Houston, Texas. Our dedicated team of financial experts is committed to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, we are here to help you achieve your financial goals. Visit us today and let us help you secure your financial future.

PowerAct Financial Services is a leading finance institution located at 2600 South Loop West in Houston, Texas. Our team of financial experts is dedicated to providing top-notch services to help clients achieve their financial goals. Whether you are looking to invest, save for the future, or secure a loan, we have the expertise and resources to assist you every step of the way. Trust PowerAct Financial Services to provide you with personalized and professional financial solutions.

The Blueprint 360 is a finance institution located at 4306 Yoakum Boulevard in Houston, Texas. We specialize in providing comprehensive financial planning and investment services to help individuals and businesses achieve their financial goals. Our team of experienced financial advisors offers personalized guidance and strategic solutions to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Blueprint 360 is here to help you build a solid financial foundation for the future. Contact us today to schedule a consultation and take the first step towards financial success.

Guardian Financial Services is a reputable accounting and finance institution located at 2600 South Loop West in Houston, Texas, United States. With a team of experienced professionals, Guardian Financial Services offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual looking for personal financial advice or a business in need of accounting solutions, Guardian Financial Services is committed to providing top-notch service and expertise to help you achieve your financial goals.

Merrill Lynch Financial Advisor Steven J Ross is a finance institution located at 3700 Buffalo Speedway in Houston, Texas, United States. With a focus on providing expert financial advice and guidance, Steven J Ross offers personalized investment strategies tailored to meet the unique needs and goals of each client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Merrill Lynch Financial Advisor Steven J Ross is committed to helping you achieve financial success.

Masterson Advisors LLC is a finance institution located at 3 Greenway Plaza in Houston, Texas, United States. We specialize in providing expert financial advice and assistance to individuals and businesses looking to achieve their financial goals. Our team of experienced advisors is dedicated to helping clients navigate the complexities of the financial world and make informed decisions to secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, Masterson Advisors LLC is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards financial success.

Mid-Continent Companies, Ltd. is a prominent finance institution located at 1218 Webster Street in Houston, Texas, United States. With a strong reputation for providing excellent financial services, Mid-Continent Companies, Ltd. offers a wide range of financial solutions to meet the diverse needs of their clients. From investment management to wealth planning, their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Visit Mid-Continent Companies, Ltd. today to experience top-notch financial services tailored to your specific needs.

Merrill Lynch Financial Advisor Kenneth H Albers is a reputable financial institution located at 2800 Post Oak Boulevard in Houston, Texas, United States. Specializing in finance, they offer expert advice and services to help clients achieve their financial goals. With a focus on personalized solutions and excellent customer service, Merrill Lynch Financial Advisor Kenneth H Albers is committed to helping individuals and businesses make informed financial decisions for a secure future.

Merrill Lynch Financial Advisor Jeremy Character is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. Jeremy Character is dedicated to managing your wealth by creating a personalized strategy tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jeremy Character works to help you pursue your goals through personalized wealth management strategies. Jeremy Character follows the Merrill tradition of community involvement by volunteering with local organizations. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. By understanding your investment personality through an assessment, Jeremy Character can customize a financial approach to help you achieve what matters most to you. Regular check-ins and updates ensure your financial approach reflects any changes in your life or goals. Jeremy Character believes in creating a financial approach that helps you pursue your goals and turn them into reality. By working together to understand your priorities and personality, Jeremy Character can offer a personalized approach designed to address your financial needs and manage investment risk. With a focus on building a dedicated one-on-one relationship, Jeremy Character is committed to helping you achieve your financial goals.

roducing Merrill Lynch Financial Advisor Kristen Hanshaw Nichols, located at 2800 Post Oak Boulevard in Houston, Texas. Kristen is a member of The Hanshaw Group, a team with over forty years of experience in finance. Since joining Merrill Lynch Wealth Management in 2011, Kristen has focused on guiding high-net-worth individuals and families in achieving their personal and financial goals. She values consistent communication with clients to ensure they have the right portfolio and makes adjustments as needed. Kristen's goal is to build a trusted relationship with her clients and be a reliable partner in their investment journey. Born and raised in Houston, Kristen is a proud Aggie with a Bachelor of Arts in Spanish and a minor in Business from Texas A&M University. She believes in offering individuals and families a stress-reduced pathway to finances by taking a proactive approach and navigating the many investment options available. Kristen's mission is to understand each client personally and help them create a financial approach that reflects their unique needs and priorities.

Legacy Financial Firm LLC is a reputable finance institution located at 3050 Post Oak Boulevard in Houston, Texas. With a commitment to providing top-notch financial services, we specialize in wealth management, investment planning, and financial consulting for individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Trust Legacy Financial Firm LLC to guide you towards financial success.

Merrill Lynch Financial Advisor John C Young is a Senior Portfolio Advisor with Merrill Lynch Wealth Management, located at 2800 Post Oak Boulevard in Houston, Texas. With 24 years of experience in the securities industry, John provides personalized wealth strategies and financial solutions tailored to each client's risk tolerance, time horizon, and investment goals. He is dedicated to understanding his clients' priorities and helping them pursue their financial objectives, whether it's planning for retirement, saving for a home, or funding a child's education. John believes in building long-term relationships with his clients, regularly reviewing and adjusting their financial approach to reflect changes in their lives and the markets. As a Chartered Retirement Planning Counselor, John is qualified to offer comprehensive financial planning services to help clients achieve their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, John works with clients to develop customized investment strategies designed to address their financial needs. Whether you're looking to transfer wealth to the next generation or plan for future healthcare expenses, John is committed to helping you turn your financial goals into reality. Contact Merrill Lynch Financial Advisor John C Young to start building a personalized financial plan centered on your goals and priorities.

Merrill Lynch Financial Advisor Paul L Reekie is a reputable financial institution located at 2800 Post Oak Boulevard in Houston, Texas. Specializing in finance, Merrill Lynch offers expert advice and guidance on a wide range of financial matters. With a focus on providing personalized service and tailored solutions to meet each client's unique needs, Merrill Lynch Financial Advisor Paul L Reekie is committed to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch is dedicated to providing top-notch financial services and support.

Victoria Polinski Smith - Morgan Stanley is a renowned finance institution located at 2800 Post Oak Boulevard in Houston, Texas, United States. With a strong reputation for excellence in financial services, they provide a wide range of investment and wealth management solutions to their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Victoria Polinski Smith - Morgan Stanley is committed to delivering exceptional service and results.

Merrill Lynch Financial Advisor Andres Swartz, located at 2800 Post Oak Boulevard in Houston, Texas, offers personalized financial advice and guidance to help you develop a customized financial strategy. With a focus on your goals, risk tolerance, and liquidity needs, Andres Swartz and his team at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. Whether you are an individual, family, entrepreneur, business owner, or corporate executive, Merrill Lynch Financial Advisor Andres Swartz can assist you in creating a financial plan that aligns with your unique circumstances and goals. From retirement planning to investment strategies, estate planning, and more, the team at Merrill Lynch is committed to helping you achieve financial success.

Located at 2800 Post Oak Boulevard in Houston, Texas, Merrill Lynch Financial Advisor Jeff Masters, part of Gentry, Masters & Associates, offers personalized financial services tailored to your unique goals and priorities. With a focus on serving a limited number of individuals and families, their team of talented and experienced professionals is dedicated to building strong client relationships based on trust and personalized service. Recognized by Forbes for their exemplary client service, they provide customized strategies to help simplify your life and pursue what's important to you. With over $1.2 billion in assets under management, Gentry, Masters & Associates has been named to Forbes' "Best-in-State Wealth Management Teams" list in 2024 and their advisor, Sean Gentry, has been recognized on the "Best-in-State Wealth Advisors" list. Whether you're a business owner, corporate executive, or affluent family, their team is committed to helping you achieve your long-term financial goals with compassion, warmth, and coordination.

Symphony Financial Ltd Co is a finance institution located at 17725 John F Kennedy Boulevard in Houston, Texas. With a focus on providing top-notch financial services, Symphony Financial Ltd Co offers a wide range of investment and wealth management solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Symphony Financial Ltd Co is here to provide personalized guidance and support every step of the way. Visit us today to learn more about how we can help you secure a solid financial future.

Lone Star Financial is a reputable finance institution located at 3663 North Sam Houston Parkway East in Houston, Texas. We specialize in providing a wide range of financial services to individuals and businesses, including loans, investment opportunities, and financial planning. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their future. Visit us today to learn more about how we can assist you with your financial needs.

ARS Private Wealth is a leading finance institution located at 17725 John F Kennedy Boulevard in Houston, Texas. Our team of experienced professionals is dedicated to providing personalized wealth management services to our clients. From investment planning to retirement strategies, we offer a comprehensive range of financial solutions tailored to meet individual needs and goals. Trust ARS Private Wealth to help you secure your financial future and achieve your long-term financial objectives.

Merrill Lynch Financial Advisor Brenda F Banks is a finance institution located at 600 Rockmead Drive, Houston, Texas, United States. Managing your wealth begins with a comprehensive understanding of your financial situation, goals, and priorities. Brenda Banks can help create a flexible strategy tailored to today's market conditions, with access to investment insights from Merrill and banking solutions from Bank of America. The institution is committed to building strong client relationships through personalized wealth management strategies. Brenda Banks follows the Merrill tradition of community involvement, volunteering with local organizations. The team at Merrill Lynch Wealth Management is dedicated to helping you pursue your goals through personalized financial planning. They focus on family, goals, and priorities, adapting their approach as your life evolves.

Merrill Lynch Financial Advisor Robert L (Bob) Hayes is a dedicated and experienced wealth management advisor located at 600 Rockmead Drive in Houston, Texas. Bob is committed to building strong relationships with his clients and helping them make important financial decisions. With a focus on the financial and investment needs of serious investors, Bob assists clients in meeting their long-term goals by implementing customized financial strategies. As a CERTIFIED FINANCIAL PLANNER™ certificant and former Certified Public Accountant, Bob brings a high level of technical competence to his role at Merrill Lynch. Through Merrill Personal Wealth Analysis™, Bob helps clients create personalized financial plans centered on their goals. With a commitment to putting clients first, Bob works closely with individuals and families to help them address their financial goals at every stage of life. By utilizing the investment insights of Merrill and the lending capabilities of Bank of America, Bob provides comprehensive financial solutions to help clients navigate various financial challenges. With a focus on understanding clients' goals, priorities, and risk tolerance, Bob offers personalized investment strategies to help clients achieve their desired outcomes. By staying connected and adapting to changes in clients' lives and the financial markets, Bob helps clients stay on track towards their goals. Through one-on-one collaboration, Bob works with clients to build personalized financial strategies that reflect their unique needs and priorities. As a Merrill Lynch Wealth Management Advisor, Bob is dedicated to helping clients navigate the complexities of their financial lives and pursue their goals. With a focus on personalized service and comprehensive financial solutions, Bob is committed to helping clients live their best financial lives.

The AFP Group, LLC is a finance and insurance agency located at 602 Sawyer Street in Houston, Texas, United States. We offer a wide range of financial services and insurance products to help individuals and businesses achieve their financial goals and protect their assets. Our team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to help you every step of the way. Contact us today to learn more about how we can assist you with your financial needs.

Merrill Lynch Financial Advisor Victoria H Merwin is a dedicated finance institution located at 800 Capitol Street in Houston, Texas, United States. With over 25 years of experience in sales and management at Xerox, Vicki has a deep understanding of the financial challenges faced by successful individuals and families. She specializes in guiding female investors, divorcees, widows, and owners of private companies through wealth management strategies. Vicki holds the Chartered Retirement Planning Counselor designation and is committed to creating personalized financial plans for each client. Backed by a team of specialists, she offers services such as retirement planning, cash management, and stock options analysis. Vicki is actively involved in the community and serves on the boards of various organizations. She believes in building strong client relationships based on trust and personalized service. Contact Merrill Lynch Financial Advisor Victoria H Merwin for a thoughtful and thorough wealth management experience tailored to your unique goals and priorities.

The Shine Group - Morgan Stanley is a leading finance institution located at 717 Texas Avenue in Houston, Texas, United States. With a strong reputation for excellence in financial services, The Shine Group - Morgan Stanley offers a wide range of investment and wealth management solutions for individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are planning for retirement, investing for the future, or managing your assets, The Shine Group - Morgan Stanley is committed to providing top-tier service and support.

Merrill Lynch Financial Advisor Cameron T. Sparough is a trusted institution located in Houston, Texas, United States. Cameron Sparough believes in trust, integrity, and prosperity as the foundation of his financial advisory services. With a holistic approach to wealth management, Cameron works with individuals, family offices, corporate executives, and middle market companies to tailor financial strategies to meet their unique goals and needs. As a Senior Financial Advisor and Portfolio Manager, Cameron leverages the resources of Merrill Lynch and Bank of America to provide comprehensive financial solutions. With a background in Economics and a passion for the outdoors, Cameron is dedicated to helping clients achieve their financial goals and build sustainable wealth for future generations. Through personalized plans, ongoing communication, and a deep understanding of each client's objectives, Cameron Sparough strives to deliver an unparalleled client experience. Trust Cameron Sparough to guide you towards financial success and help you achieve your goals, whatever they may be.

Graceful Tax and Financial Services is a leading accounting and finance institution located in Houston, Texas. Our team of expert professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial planning. Whether you need assistance with tax preparation, bookkeeping, or investment advice, Graceful Tax and Financial Services is here to help. Visit us at 525 North Sam Houston Parkway East to experience our unparalleled service and expertise.

Raymond James is a leading financial institution located at 1111 North Loop West in Houston, Texas, United States. Specializing in finance, Raymond James offers a wide range of services including wealth management, investment banking, and asset management. With a strong reputation for providing personalized financial solutions, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial futures. Trusted by individuals and businesses alike, Raymond James is committed to delivering exceptional service and expertise in the world of finance.

McRay Money Management, L.L.C. is a finance institution located at 3231 Allen Parkway in Houston, Texas, United States. Led by Laurie McRay, a highly acclaimed wealth manager who has been recognized as a five-star wealth manager by Texas Monthly magazine. This prestigious distinction is awarded to less than 2% of all wealth managers in the Houston area. Laurie McRay's expertise and success in the field have also been highlighted in the Wall Street Journal. Clients can trust McRay Money Management, L.L.C. for expert financial advice and investment strategies. Make sure to read her profile in the upcoming September 2009 issue of Texas Monthly magazine to learn more about her accomplishments and services. Be sure to check the background of this investment professional for added peace of mind.

CAPTRUST, located at 1001 McKinney Street in Houston, Texas, is a finance institution dedicated to providing thoughtful financial and investment advice to a variety of clients. Our team of advisors in Houston brings years of expertise and extensive resources to offer services such as committee education, donor development, OCIO services, performance reporting, and investment management for nonprofit clients. Whether you need wealth planning, portfolio management, family governance assistance, or other financial services, our advisors are ready to help. We support employer organizations with fiduciary partnerships, plan design optimization, financial wellness programs, and more. Founded on a commitment to neutrality and excellence, our Houston location exemplifies these values in everything we do. Contact our Houston office to learn how we can help you achieve financial success, whether you are a high-net-worth individual, a corporation seeking advice on employee retirement plans, or a nonprofit looking to maximize value for endowments and foundations. Stay informed with our team's market insights, financial planning strategies, and upcoming webinars on industry topics. Join us for our next webinar on Quarterly Industry Insights for Hospitals & Healthcare Systems to learn more about fiduciary liability and how nonprofits can navigate volatility. CAPTRUST is here to support you on your financial journey.

Merrill Edge is a financial institution located at 1905 West Gray Street, Houston, Texas, United States. At Merrill, they provide personalized advice and guidance to help you achieve your financial goals. Whether you are looking to invest, plan for the future, or secure your assets, a Merrill Advisor can help you every step of the way. They offer a wide range of services including brokerage, investment advisory, and financial planning. Additionally, they provide banking products through Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of BofA Corp. With Merrill Edge, you can turn your ambitions into action and plan for what matters most to you.