TOP 10 Legacy planning in Houston, Texas

Next Step Financial Transitions is a finance institution located in Houston, Texas, United States. Our mission is to help families make their dreams a reality one financial decision at a time. We offer flat-fee financial planning services with no account minimums, ensuring that you don't need a large portfolio to qualify. Our no-sales approach means we won't push unnecessary or unproductive financial products on you. At Next Step Financial Transitions, we take the time to get to know you – your values, goals, and personality. This allows us to create a personalized financial plan tailored to your needs and situation. We work with a third-party manager and custodian for investment management, helping you create the right investment portfolio that aligns with your goals and risk tolerance.

Profit Made Financial Consultants is a premier financial institution located at 100 Glenborough Drive in Houston, Texas. Our team of expert consultants specializes in providing personalized financial advice and strategies to help our clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, our experienced professionals are here to guide you every step of the way. Trust Profit Made Financial Consultants to help you make smart financial decisions and secure your financial future.

Strategic Financial Advisors is a leading finance institution located at 14550 Torrey Chase Boulevard in Houston, Texas, United States. Our team of experienced financial advisors provides personalized and strategic financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, our advisors are here to guide you every step of the way. Trust Strategic Financial Advisors to provide you with expert financial advice and solutions tailored to your unique needs and objectives.

Mint Wealth Management is a premier finance institution located at 12807 Haynes Road in Houston, Texas, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we offer personalized solutions tailored to your unique needs. Trust Mint Wealth Management to provide expert guidance and support in navigating the complexities of the financial world.

Bainbridge Financial Services is a reputable finance institution located at 12510 Cutten Road in Houston, Texas, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Bainbridge Financial Services is committed to helping clients achieve their financial goals. Our team of experienced professionals offers a wide range of financial solutions, including investment management, wealth management, retirement planning, and more. Trust Bainbridge Financial Services to provide expert guidance and personalized strategies to help you secure a stable financial future.

Merrill 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.

Wealth and Wisdom Financial is a premier financial institution located at 750 Last Arrow Drive in Houston, Texas. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized financial planning and investment strategies. We provide a wide range of services including retirement planning, wealth management, and estate planning. At Wealth and Wisdom Financial, we believe in the power of knowledge and experience to help our clients build and protect their wealth for the future. Contact us today to schedule a consultation and start planning for a secure financial future.

Appreciation Financial is a leading retirement coaching and financial services institution located at 3300 South Gessner Road in Houston, Texas, United States. Our team of experienced professionals is dedicated to helping individuals plan for a secure and comfortable retirement by providing personalized financial guidance and education. Whether you are just starting to save for retirement or are already enjoying your golden years, our comprehensive services can help you navigate the complexities of financial planning and investment management. Contact us today to schedule a consultation and take the first step towards a worry-free retirement.

Merrill 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.

Compass Pointe Financial, LLC is a finance institution located at 14811 Saint Marys Lane in Houston, Texas, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest for the future, secure a loan, or plan for retirement, we are here to guide you every step of the way. Trust Compass Pointe Financial, LLC to be your partner in financial success.

Senior Partners LLC is a finance institution located at 13231 Champion Forest Drive in Houston, Texas. As a trusted financial services provider, Senior Partners LLC specializes in offering personalized investment advice and wealth management solutions for senior clients. With a team of experienced professionals, they strive to help seniors navigate the complexities of financial planning and retirement. Whether you are looking to grow your assets, plan for the future, or secure your financial legacy, Senior Partners LLC is dedicated to helping you achieve your goals with expertise and integrity.

Strategic Wealth Designers is a finance institution located at 2000 West Sam Houston Parkway South in Houston, Texas. We offer a unique approach to financial planning, focusing on forming relationships with our clients to help them achieve their goals and dreams. Our services include holistic planning, tax planning, Medicare planning, and property & casualty insurance. We also provide resources such as a finance blog, secure file uploads, and client logins. Join us for a Taste of Retirement® and let us help you create a retirement that's different. Contact us today to schedule your first meeting and start planning for your future.

John 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.

Heritage Asset Advisors Ltd., LLP is a finance institution located at 723 Cherrybark Lane in Houston, Texas, United States. They specialize in providing expert advice and guidance on heritage assets, helping clients navigate the complexities of managing and preserving their valuable possessions. With a team of experienced professionals, Heritage Asset Advisors Ltd., LLP offers personalized services to meet the unique needs of each client, ensuring their heritage assets are protected and maximized for future generations.

Penney Financial, LLC is a finance institution located at 800 Town and Country Boulevard in Houston, Texas, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Penney Financial, LLC can help you reach your financial objectives.

Hunt, Patton & Brazeal Inc. is a reputable financial institution located at 1400 Broadfield Boulevard in Houston, Texas. With a strong presence in the United States, the institution offers a wide range of financial services including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. With a commitment to excellence and integrity, Hunt, Patton & Brazeal Inc. is a trusted partner for individuals and businesses seeking financial guidance and support.

Brown & Bishop Group - UBS Financial Services Inc. is a leading financial institution located at 750 Town and Country Boulevard in Houston, Texas. Specializing in wealth management and investment advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic financial planning, we strive to provide our clients with the tools and resources they need to secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Brown & Bishop Group - UBS Financial Services Inc. is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.

Memorial Wealth Group, located at 615 Hallie Drive in Houston, Texas, is a finance institution that has been serving the financial needs of the Houston and New Orleans area for over 20 years. They specialize in providing independent financial advice tailored to the unique needs of their customers, with a total wealth management approach. The team at Memorial Wealth Group values integrity and objectivity in all of their services. The institution is passionate about helping individuals, families, and small business owners pursue their financial dreams. Their New Orleans office is located at One Galleria Blvd, Suite 1813 in Metairie, Louisiana. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor.

The Advocates is a reputable finance institution located at 920 Memorial City Way in Houston, Texas, United States. With a team of experienced professionals, The Advocates offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, The Advocates is dedicated to providing personalized solutions to meet your specific needs. Trust The Advocates to be your partner in financial success.

CORDA Investment Management, LLC is a finance institution located at 8955 Katy Freeway in Houston, Texas, United States. At CORDA, we work with you to define your ideal investment approach that aligns with your strategic savings goals both now and in the future. Our services include estate planning with a Board Certified Attorney, with options ranging from $1,000 to $1,500, as well as discounted estate planning documents through our partnership with LegalZoom. With over 20 years of experience, CORDA Investment Management has been guiding families to financial security through personalized strategies, advice, and plans. We have additional locations in Austin, Dallas, San Antonio, Metairie, Broomfield, and Coral Gables to serve our clients nationwide. Please contact us at 713-439-0665 for more information or to schedule a consultation.

Synergy Wealth Management is a prestigious finance institution located at 950 Echo Lane in Houston, Texas, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment planning, retirement planning, tax strategies, and estate planning. At Synergy Wealth Management, we strive to provide our clients with comprehensive financial solutions that are tailored to their unique needs and objectives. Trust us to help you build and protect your wealth for a secure financial future.

Netshares is a leading financial institution located at 3200 Wilcrest Drive in Houston, Texas. We specialize in providing a wide range of financial services to our clients, including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. At Netshares, we strive to provide personalized and comprehensive financial solutions tailored to each client's unique needs. Visit us today to learn more about how we can help you achieve your financial goals.

Messier Financial Advisors is a renowned finance institution located at 1330 Post Oak Boulevard in Houston, Texas, United States. With a team of experienced financial experts, we provide personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for your children's education, our advisors are here to guide you every step of the way. Trust Messier Financial Advisors to help you secure your financial future.

Edward 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.

Your Walker Solutions is a premier financial institution located at 4201 Cypress Creek Parkway in Houston, Texas. Our team of experienced professionals is dedicated to providing top-notch financial solutions tailored to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. With a commitment to excellence and a focus on customer satisfaction, Your Walker Solutions is the go-to destination for all your financial needs. Visit us today and experience the difference that personalized service and expert financial guidance can make in achieving your financial goals.

Insight Wealth Strategies is a leading accounting and finance institution located at 1800 West Loop South in Houston, Texas. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their wealth management goals. With a focus on insight-driven strategies, we offer a range of services including financial planning, investment management, and retirement planning. Whether you are an individual looking to grow your wealth or a business seeking financial guidance, Insight Wealth Strategies is here to help you navigate the complexities of the financial world. Visit us today to learn more about how we can help you secure your financial future.

Logic 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.

Joyce Wealth Management is a leading finance institution located at 7880 San Felipe Street in Houston, Texas, United States. With a team of experienced financial advisors, we specialize in providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our dedicated team is here to provide expert guidance and support. At Joyce Wealth Management, we prioritize building long-term relationships with our clients and strive to deliver tailored financial solutions to meet their unique needs. Contact us today to schedule a consultation and start on the path towards financial success.

CFO 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.

Najafi Financial is a leading finance institution located at 10200 Richmond Avenue in Houston, Texas, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Najafi Financial is here to help. We pride ourselves on our personalized approach and commitment to helping our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your financial needs.