It strategy and planning in Beaumont, Texas

Wathen, DeShong & Juncker, LLP (WDJ) is a full-service accounting firm located at 4140 Gladys Avenue, Beaumont, Texas, United States. Since 1968, WDJ has been dedicated to serving the needs of individuals and businesses in Southeast Texas. WDJ offers a wide range of services including accounting, audits, consulting, payroll, tax planning and preparation, and more. The firm employs a professional and friendly team approach to ensure accuracy, quality, and client satisfaction. Each engagement is overseen by a Partner or Manager, with team assignments ensuring that clients receive maximum value from staff expertise.

Sunbelt Securities-Cecil B. Byers is a reputable finance institution located at 2615 Calder Avenue in Beaumont, Texas, United States. With a strong focus on providing top-notch financial services, they specialize in investment management, financial planning, and retirement strategies. The team at Sunbelt Securities-Cecil B. Byers is dedicated to helping clients achieve their financial goals and secure their future. Trusted by many in the community, this institution is known for its professionalism, expertise, and commitment to customer satisfaction. Whether you are looking to grow your wealth or plan for a comfortable retirement, Sunbelt Securities-Cecil B. Byers is the institution to turn to for all your financial needs.

Merrill Lynch Financial Advisor Craig J Belaire, located at 7675 Folsom Drive, Beaumont, Texas, is a finance institution supported by the global resources of Merrill. The team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. As Wealth Management Client Associate - Resident Director Assistant, your financial advisor will focus on your family, goals, and priorities as they evolve over time. Through conversations, your advisor will help you identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. By utilizing the Investment Personality Assessment, the team can tailor a financial approach to align with your investing preferences and goals. With access to the investment insights of Merrill and banking solutions from Bank of America, the team will work with you to develop a personalized plan designed to address your financial needs. The mission of Merrill Lynch Wealth Management Advisors is to understand you and what matters most to you, in order to help you pursue your financial goals and manage investment risk. By staying connected and revisiting your financial approach as needed, the team aims to help you achieve what's most important to you. Let's work together to create a financial approach that reflects your personality and priorities, helping you navigate market fluctuations and changes in your life. Contact Merrill Lynch Financial Advisor Craig J Belaire for personalized investment strategies and comprehensive financial solutions to help you reach your goals.

Merrill Lynch Financial Advisor Cat Griffin is a finance institution located at 7675 Folsom Drive in Beaumont, Texas, United States. Specializing in personalized wealth management strategies, Cat Griffin aims to help clients pursue their financial goals through a deep understanding of their full financial picture. With access to investment insights from Merrill and banking solutions from Bank of America, clients can benefit from a customized financial approach tailored to their individual needs and priorities. By focusing on what matters most to each client - whether it's family, goals, or priorities - Cat Griffin works to design and implement a personalized plan intended to help manage, grow, and preserve wealth while considering long-term impact. Through ongoing conversations and regular reviews, clients can stay on track to achieve their financial aspirations and address changes in the market or in their lives. With a commitment to putting clients first, Cat Griffin offers dedicated one-on-one relationships and personalized investment strategies to help clients live their best financial life. Whether planning for retirement, saving for a home, or funding a child's education, Cat Griffin is there to provide guidance and support every step of the way.

Amarillo & College is a bustling transit station located in Beaumont, Texas, United States. This institution serves as a hub for various modes of transportation, providing a convenient and efficient way for commuters to travel around the city and beyond. With its strategic location and excellent facilities, Amarillo & College is a vital link in the region's transportation network, connecting passengers to their destinations with ease. Whether you're heading to work, school, or exploring the sights and sounds of Beaumont, Amarillo & College is the gateway to your journey.

College & 23rd is a bustling transit station located in Beaumont, Texas, United States. This institution serves as a major hub for commuters and travelers, offering convenient access to various modes of transportation. With its strategic location at the intersection of College and 23rd streets, this station provides a crucial link for individuals moving around the city and beyond. Whether you're catching a bus, train, or other forms of public transportation, College & 23rd is the go-to destination for seamless and efficient travel.

Jackson Hewitt Tax Service located at 3965 Phelan Boulevard in Beaumont, Texas is a finance institution that is dedicated to helping clients maximize their tax refunds. Although tax advance loans are no longer available this year, the Tax Pros at Jackson Hewitt are ready to assist you in getting your biggest refund possible. Whether you prefer in-person tax preparation, drop-off services, or assistance with IRS letters, our team is here to help. Our Tax Pros are fluent in both English and Spanish, making it easier for Spanish-speaking clients to receive assistance with their tax preparation needs. While Refund Advance loans may not be available this year, we offer a variety of services to help you make the most of your tax refund. To schedule an appointment with a Tax Pro, you can book online or call (409) 768-4034. Walk-ins are also welcome at our Phelan Blvd. office.