TOP 30 Investment performance in Houston, Texas

WR Anderson & Co is a reputable finance institution located at 2190 North Loop West in Houston, Texas. With a strong presence in the financial industry, WR Anderson & Co offers a wide range of financial services to its clients. Whether you are looking for investment advice, wealth management, or financial planning, the experienced team at WR Anderson & Co is dedicated to helping you achieve your financial goals. Trustworthy and reliable, WR Anderson & Co is committed to providing top-notch service to all of its clients in the United States.

LÖWE GLOBAL MANAGEMENT is a leading finance institution located at 2550 North Loop West Freeway in Houston, Texas, United States. Our team of experienced professionals offers a wide range of financial services to help clients achieve their investment goals. With a focus on personalized service and innovative solutions, we strive to provide our clients with the best possible outcomes. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, LÖWE GLOBAL MANAGEMENT is here to help you every step of the way.

Located at 800 Capitol Street in Houston, Texas, Merrill Lynch Financial Advisor Shawn D Farrokh offers insights, observations, and ideas to help clients pursue their financial goals. With 19 years of experience in the financial services industry, Shawn focuses on serving his clients' needs by providing personalized financial plans. He holds a bachelor's degree in Foreign Language and an MBA in Finance from Saint Joseph's University. Shawn follows the Merrill tradition of community involvement, volunteering with organizations in the area. He believes in building personalized plans centered on clients' goals and priorities. By understanding clients' investment preferences through the Investment Personality Assessment, Shawn customizes financial approaches to help clients pursue what matters most to them.

Merrill Lynch Financial Advisor JJ DeForest is a finance institution located at 800 Capitol Street, Houston, Texas, United States. At TSPN, the team believes in building lasting wealth through straightforward guidance and prudent choices. They avoid risky investments and complex strategies, focusing on personalized support with world-class resources. With over 210 years of collective industry experience and managing over 3 billion in client assets, they serve CEOs, entrepreneurs, and executives. The team at TSPN Wealth Management Group helps clients simplify their financial lives through strategic asset allocation and portfolio diversification. They offer banking services through Bank of America, N.A. Meetings are held to review investment performance and adjust strategies as needed. JJ DeForest, a Financial Advisor with Merrill Lynch, works to educate clients on reaching their financial goals. He collaborates with his team to create wealth management plans tailored to each client. Sylvia, another Financial Advisor, helps families and business executives prepare for their financial future by understanding their needs and aspirations. Registered Wealth Management Client Associate Elena “Kate” Walker, fluent in Spanish, has been with Merrill Lynch since 2017 and assists domestic and international clients. The team is dedicated to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor NANCY NGUYEN, located at 2800 Post Oak Boulevard, Houston, Texas, United States, is dedicated to managing your wealth by understanding your full financial picture. With access to investment insights from Merrill and banking solutions from Bank of America, Nancy Nguyen can help create a personalized strategy tailored to your goals and priorities. Through Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your aspirations and focused on what you want to achieve. Nancy Nguyen believes in the importance of building relationships through conversations to identify and prioritize your goals, whether it be planning for retirement, saving for a home, or funding a child's education. As a Merrill Lynch Wealth Management Advisor, Nancy Nguyen focuses on what matters most to you - your family, goals, and priorities. By getting to know you personally, she can design and implement a customized plan to help you pursue financial goals while managing investment risk. By regularly reviewing your progress and adjusting your financial approach as needed, Nancy Nguyen aims to help you stay on track to achieve what's most important to you.

TSA Wealth Management is a leading financial institution located at 5718 Westheimer Road in Houston, Texas. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, TSA Wealth Management is here to provide expert guidance and support. With a focus on integrity, transparency, and client satisfaction, we strive to build long-lasting relationships with our clients and help them secure their financial future. Visit us today to learn more about how we can help you reach your financial goals.

Merrill Lynch Financial Advisor Feriz Halili, located at 2800 Post Oak Boulevard, Houston, Texas, United States, is a finance institution dedicated to providing comprehensive financial strategies for high-net-worth individuals and families. With thirteen years of experience in the financial services industry, Feriz Halili collaborates with clients to understand their priorities and goals, offering access to the investment insights of Merrill and banking convenience of Bank of America. From asset allocation to estate planning services, Feriz is committed to crafting strategies designed to help clients pursue desired outcomes and preserve their wealth for current and future generations. Feriz Halili believes in the importance of community involvement and volunteering, reflecting the deep-seated Merrill tradition of serving the communities they operate in. Through Merrill Personal Wealth Analysis™, clients can build and document personalized financial plans centered on their goals and aspirations. By starting with a conversation to identify and prioritize goals, Feriz focuses on understanding the evolving needs and priorities of clients, offering advice and guidance to help them achieve financial success.

Merrill Lynch Financial Advisor Randy Simpson is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, the team believes in building lasting wealth through straightforward guidance and prudent choices. They avoid risky investments and complex strategies, focusing on personalized support and world-class resources. With over 210 years of collective industry experience and managing over 3 billion in client assets as of January 1, 2024, the TSPN Wealth Management Group serves a select group of individuals including CEOs, entrepreneurs, and executives. They aim to simplify the complexities of financial lives by offering banking services through Bank of America, N.A. The team believes in tailoring investment strategies to client goals, risk tolerance, and time horizon, with a focus on diversification across global asset classes. Meetings are held regularly to review performance and make necessary adjustments. The team is supported by Merrill's global resources and is dedicated to building strong client relationships based on trust and personalized service. Financial Advisor JJ from Merrill Lynch in Houston works to educate and assist clients in reaching their financial goals. He collaborates with his team to create wealth management plans tailored to each client's needs. Financial Advisor Sylvia is committed to helping families and business executives prepare for their financial future by creating long-lasting client relationships built on trust. She works collaboratively with clients to design customized roadmaps to reach their financial goals. Registered Wealth Management Client Associate Kate Walker has been with Merrill Lynch since 2017, working with domestic and international clients. Fluent in Spanish, she is an honors graduate with a background in social science research and a passion for community involvement.

Merrill Lynch Financial Advisor J Michael Fox, located at 800 Capitol Street in Houston, Texas, is a finance institution dedicated to managing wealth beyond just investments and assets. With a team that has been serving families since 1981, led by founder Jim Fox and now his son Mike Fox, the institution focuses on providing exceptional client experiences and fostering positive long-term outcomes for each family. Recognized by Barron's and Forbes for their excellence, the team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. With access to global resources and personalized investment strategies, clients can expect a customized approach to address their needs and pursue their financial goals. Whether it's planning for retirement, managing assets, or navigating market fluctuations, Merrill Lynch Financial Advisor J Michael Fox is dedicated to helping clients achieve their financial objectives.

Don Elster - Raymond James is a reputable finance institution located at 5847 San Felipe Street in Houston, Texas. As part of the Raymond James network, this institution offers a wide range of financial services to help clients achieve their investment goals. With a team of experienced financial advisors, Don Elster - Raymond James provides personalized advice and guidance to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, this institution is committed to helping you make informed financial decisions. Visit Don Elster - Raymond James today to learn more about their services and how they can help you secure your financial future.

The Merrill Lynch Financial Advisor Jeremy C Newton institution, located at 800 Capitol Street, Houston, Texas, United States, offers straightforward guidance and prudent financial choices to help clients build lasting wealth. The team at TSPN avoids risky investments and complex strategies, focusing on personalized support and world-class resources. With over 210 years of collective industry experience and $3 billion in client assets, the TSPN Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. Their services include banking through Bank of America, N.A., and a personalized investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, and time horizon. The team meets with clients regularly to review performance and adjust strategies as needed. Merrill's global resources support the team, comprised of talented individuals dedicated to building strong client relationships based on trust and personalized service. Financial Advisor JJ, a University of Houston graduate with a specialization in Personal Financial Planning, works to help clients achieve their financial goals. Financial Advisor Sylvia is committed to helping families and business executives plan for their financial future, creating long-lasting relationships built on trust. Registered Wealth Management Client Associate Kate, fluent in Spanish and a world traveler, assists domestic and international clients with a background in social science research. The team at Merrill Lynch Financial Advisor Jeremy C Newton is dedicated to helping clients simplify the complexities of their financial lives and reach their financial goals.

Merrill Lynch Financial Advisor Bradley B. Dennison, located at 800 Capitol Street in Houston, Texas, is a trusted institution in the world of finance. Selecting a Financial Advisor is a crucial decision, and the team at Merrill Lynch understands the importance of this choice. They work closely with clients to identify and define their financial goals, creating a personalized strategy that reflects their investment style and life plan. With a commitment to putting the interests of clients first, Merrill Lynch offers a range of solutions, premier customer service, and financial tools based on each client's unique circumstances. Through the Investment Personality Assessment, they strive to gain a deeper understanding of clients' investing preferences and goals, helping them customize a financial approach that aligns with what matters most to them.

Merrill 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.

Raymond James Financial Services is a leading finance institution located at 910 Louisiana Street in Houston, Texas, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, the experienced professionals at Raymond James are dedicated to providing personalized guidance and expert advice. Trust Raymond James Financial Services to help you navigate the complex world of finance with confidence and success.

John Bunch - Financial Advisor, Ameriprise Financial Services, LLC, located at 4501 Magnolia Cove Drive, Houston, Texas, United States, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, John Bunch is equipped to assist individuals with asset management, retirement planning, estate planning, and investment strategies. Additionally, John Bunch is trained in behavioral finance and specializes in working with seniors and those planning for retirement. With a commitment to excellence and a focus on client needs, John Bunch is dedicated to providing personalized financial advice and solutions.

Hawkins Laakso Wealth Management is a leading finance institution located at 3200 Southwest Freeway in Houston, Texas. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide comprehensive financial planning and investment strategies tailored to each client's unique needs. Contact us today to learn more about how Hawkins Laakso Wealth Management can help you secure your financial future.

Brasada Capital Management is a leading finance institution located at 3200 Southwest Freeway in Houston, Texas, United States. With a team of experienced professionals, Brasada Capital Management offers a wide range of financial services including investment management, wealth planning, and retirement solutions. Their commitment to providing personalized and innovative financial strategies sets them apart in the industry. Whether you are an individual looking to grow your wealth or a business seeking financial guidance, Brasada Capital Management is dedicated to helping you achieve your financial goals.

Kanos Capital Management, LLC is a finance institution located at 1217 South Shepherd Drive in Houston, Texas, United States. At Kanos Capital Management, we prioritize understanding our clients' unique goals, needs, and risk tolerance to create customized investment portfolios. Our approach is rooted in thorough research, analyzing companies, industry sectors, and global economies to make informed investment decisions. We focus on long-term wealth management and regularly optimize portfolios to seize market opportunities. Our team provides quarterly updates on portfolio performance and market insights to guide investment strategies. With a commitment to delivering a broader financial perspective, we offer personalized wealth management strategies tailored to each client. We specialize in value investments, emphasizing low-risk, long-term growth potential. Kanos Capital Management has been serving entrepreneurs, wealthy families, and business owners since 2003, offering comprehensive wealth management services supported by expertise in various financial areas. To start building your financial future with us, please reach out for a consultation.

Merrill Lynch Financial Advisor Madison Spahr is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, they focus on providing straightforward guidance and prudent choices to build lasting wealth for their clients. With over 210 years of collective industry experience and managing over 3 billion in client assets, their team of experts serves a select group of individuals, including CEOs, entrepreneurs, and executives. They offer personalized support, strategic asset allocation, and a focus on diversification to help clients achieve their financial goals. Meetings are held regularly to review performance and make adjustments as needed. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. Financial Advisor JJ, a graduate of the University of Houston, works with clients to create wealth management plans tailored to their goals. Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial futures, taking the time to understand their needs and values. Registered Wealth Management Client Associate Kate has been with Merrill Lynch since 2017, bringing a wealth of experience working with domestic and international clients. They offer banking services through Bank of America, N.A., and lending services to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Laura Philmon is a finance institution located at 800 Capitol Street in Houston, Texas, United States. The institution, known as TSPN Wealth Management Group, focuses on providing straightforward guidance and prudent choices to build lasting wealth for their select group of clients. With over 210 years of collective industry experience and over 3 billion in client assets, the team at TSPN combines world-class resources with personalized support to pursue clients' greatest financial goals while preserving their futures. Merrill Lynch Financial Advisor Laura Philmon offers banking services through Bank of America, N.A. Their team believes in a mathematical, non-emotional investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, and time horizon. They emphasize diversification across global asset classes to manage portfolio risk effectively.

Dana Bives - Financial Advisor at Ameriprise Financial Services, LLC is a finance institution located at 1300 Hercules Avenue, Houston, Texas, United States. The institution offers consultations on financial planning concepts, although written analysis and recommendations are not provided during the initial meeting. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, ensuring the highest standards of professionalism and security. Clients can refer friends and family members to Dana Bives for assistance in achieving their financial goals. The institution prioritizes privacy and security, with strict rules and regulations in place to protect client information.

Vacuum Blower Repair is the official HOFFMAN & LAMSON Blower Service & Repair institution located at 18829 Intercontinental Crossing Drive in Houston, Texas, United States. With over a century of engineering, design, and manufacturing expertise, we specialize in restoring performance and efficiency, maintaining reliability, and lowering the total cost of ownership for your blowers. Our certified service centers use OEM quality parts and factory-trained technicians to deliver quality, long-lasting repairs. We ensure that your unit is returned to service quickly and efficiently. Don't risk it with generic parts and inexperienced repair shops - protect your investment and insist on OEM parts and CERTIFIED service for your HOFFMAN & LAMSON blowers.

Trailerrescue.com is a car repair institution located at 9130 East Avenue L in Houston, Texas, United States. Specializing in mobile and trailer repair in the Houston area, we offer quality repairs with years of experience. Our services include selling, installing, and repairing plastic liners on dump trucks, belt trailers, and various equipment. We also remove conveyor belts, repair structures, and provide HMW liners for easy load sliding. Additionally, we repair cracks and holes in plastic liners to extend their life and salvage your investment. Our expertise extends to fabricating truck equipment, repairing live bottom and walking floor trailers, and providing mobile truck and trailer repair services in Houston. Our experienced mechanics have over 40 years of experience and are dedicated to providing high-quality repairs to ensure your safety and satisfaction. We offer 12-month warranties on all services and use parts from reputable brands for reliable performance. Contact us for a quote on repairs for your truck or trailer today.

Evans Sternau CPA, located at 5701 Woodway Drive in Houston, Texas, is not your typical accounting firm. We pride ourselves on our commitment to being responsive and proactive, offering fixed, up-front pricing that sets us apart from the rest. Say goodbye to chasing down your CPA – our team understands the value of your time and is dedicated to providing a seamless and multifaceted experience. When you partner with Evans Sternau CPA, you can trust that you are in good hands. Our full-service firm offers a wide range of services and is prepared to act as your trusted advisor as your business or investments grow. We believe in building strong relationships with our clients, ensuring that we can support you both now and in the future.

Gary Wulf - Morgan Stanley is a leading financial institution located at 717 Texas Avenue in Houston, Texas. As a branch of Morgan Stanley, one of the largest and most prestigious financial services firms in the world, Gary Wulf offers a wide range of wealth management services to clients in the Houston area and beyond. With a team of experienced financial advisors and experts, Gary Wulf - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Gary Wulf - Morgan Stanley is here to provide you with the guidance and support you need.

B&V Capital Advisors, now part of Crowe LLP, is a leading accounting and finance institution located at 9 East Greenway Plaza in Houston, Texas, United States. Our team of experts provides comprehensive financial advisory services to help clients achieve their strategic goals and maximize their financial performance. With a focus on delivering personalized solutions and exceptional client service, we are dedicated to helping businesses thrive in today's competitive marketplace.

Adams Grant & Company Financial Services is a reputable accounting and finance institution located at 11811 East Freeway in Houston, Texas, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and investment management. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance. Contact Adams Grant & Company Financial Services today to learn how they can help you achieve your financial goals.

Cruzelena Business Service is a premier accounting and finance institution located at 7902 Canal Street in Houston, Texas. Our dedicated team of professionals offers a wide range of services to help businesses manage their finances effectively. From bookkeeping and tax preparation to financial consulting and investment advice, we strive to provide top-notch solutions tailored to meet the needs of our clients. Trust Cruzelena Business Service to be your trusted partner in navigating the complexities of the financial world.

The Oliver Team- RE/MAX Fine Properties is a reputable real estate agency located at 3616 Highway 6, Sugar Land, Texas, United States. Led by real estate expert Adrienne Oliver, the team specializes in helping clients in Houston and the surrounding areas buy, sell, and lease residential and commercial properties. With over 9 years of experience, Adrienne and her team are dedicated to guiding clients towards financial success and good investments, always putting their clients first regardless of price point. The mission of The Oliver Team is to ensure clients make informed decisions that lead to financial success and good investments. Their vision is to be a dedicated real estate team of collaborative professionals, continuously developing their skills to advance the lives of their clients. The core values of the institution include family, innovation, passion, integrity, teamwork, clients, discipline, commitment, success, honesty, and respect.

Welcome to D-Max Carpet Care, a general contractor and laundry located at 2343 Weathersfield Trace Circle in Houston, Texas, United States. Our team of professionals is dedicated to providing top-notch carpet cleaning services to ensure your home is fresh and clean. Before our professional carpet cleaners arrive, it is essential to prepare your house and family members for the cleaning process. Consider whether a carpet protector is worth the investment based on your usage and needs. Our team highly recommends Scotchgard Protector for its superior performance compared to other protectors on the market.