TOP 30 Legacy planning services in Houston, Texas

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Legacy Insurance Advisors, LLC is an Independent Insurance Agency located at 11111 Katy Freeway in Houston, Texas. We are aligned with top carriers in the industry, providing our clients in Texas, California, and Arizona with the best insurance options available. Our dedicated team of experts works together to ensure that you are fully protected at the best possible rate. We offer a wide range of insurance coverages for both personal and business needs, including Homeowners, Auto, Flood, Landlord, Personal Umbrella, Commercial Real Estate, General Liability, Builder's Risk, Business Owners Policy, and Workers Compensation. Contact Legacy Insurance Advisors today to save on your insurance costs and secure the right coverage for your needs in Texas.

Legacy Pain Associates, located at 9920 Cypresswood Drive in Houston, Texas, is a premier institution specializing in pain management. Led by Dr. Mark Barhorst and Dr. Clayton Barhorst, who together have over two decades of experience, Legacy Pain Associates offers a multidisciplinary approach to diagnosing and managing pain to improve the quality of life for each patient. Dr. Mark Barhorst focuses on comprehensive pain management techniques, while Dr. Clayton Barhorst creates personalized treatment plans for maximum pain relief. The team of Nurse Practitioners at Legacy Pain Associates is dedicated to providing exceptional care to each patient, ensuring they receive the time, knowledge, expertise, and concern they deserve.

Legacy Pharmacy - Montrose is a health institution located at 1415 California Street in Houston, Texas, United States. Specializing in diabetes, hypertension, hyperlipidemia, and asthma/COPD, our team of specially trained pharmacists are dedicated to helping patients live healthier lives. We offer services such as medication adherence, smoking cessation, health coaching, and medication reconciliation. Our pharmacists work closely with patients to address their medication needs, provide education, and improve access to healthcare. We believe in a personalized approach to health and strive to build relationships with our members in the community. Our pharmacy also offers PrEP and antiretroviral treatments for HIV prevention and management. With convenient prescription refill options through our mobile app and prescription delivery to your vehicle, picking up your medications is easier than ever. We accept most private insurance plans and Medicare Part D Plans. Visit Legacy Pharmacy - Montrose for all your pharmacy needs and leave a review to share your experience with us!

MGF Legacy Travel is a premier travel agency located in Houston, Texas. Our team of experienced travel professionals is dedicated to providing personalized service and creating unforgettable travel experiences for our clients. Whether you're planning a relaxing beach getaway, a romantic honeymoon, or an adventurous expedition, we are here to help you every step of the way. Visit us at 150 Dominion Park Drive to start planning your next dream vacation with MGF Legacy Travel.

Legacy Logistics is a premier moving company located in Houston, Texas. With a convenient location on North Sam Houston Parkway East, Legacy Logistics offers top-notch moving services for residential and commercial clients. Whether you are moving locally or long distance, Legacy Logistics has the expertise and resources to make your move stress-free and efficient. Trust in Legacy Logistics for all your moving needs and experience quality service from start to finish.

Your Legacy Legal Care is a team of experienced estate planning attorneys located in Houston, Texas. Our mission is to help individuals protect their assets and ensure their wishes are carried out through comprehensive estate planning services. From wills and trusts to probate and asset protection, our dedicated team is here to provide personalized legal care to help you secure your legacy for future generations. Contact us today at 1150 Clear Lake City Boulevard to schedule a consultation and start planning for your future.

Skeen Law, Estate Planning & Probate is a reputable legal institution located at 800 Town and Country Boulevard in Houston, Texas. Specializing in estate planning and probate matters, our experienced team of attorneys provides personalized and professional services to help clients navigate the complexities of planning for the future and managing the distribution of assets. With a commitment to excellence and a dedication to client satisfaction, Skeen Law is a trusted partner in ensuring your wishes are carried out efficiently and effectively. Contact us today to schedule a consultation and start securing your legacy.

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.

Located in Houston, Texas, FCA Corp is a trusted independent wealth management and financial planning firm that has been serving high-net-worth individuals and families since 1975. With a team of highly credentialed professionals, including CFP®, CPA, JD, MBA, and Tax – LLM, FCA Corp offers comprehensive services tailored to each client's unique needs. At FCA Corp, clients can expect a personalized approach to wealth management that takes into account their individual goals and aspirations. The firm's 360-degree, goals-based planning process covers all aspects of a client's financial life, including tax planning and preparation, asset management, and strategic business consulting.

Tanglewood Legacy Advisors, LLC is a boutique finance institution located at One Riverway Drive in Houston, Texas, United States. Specializing in Family CFO Services driven by stewardship and built on experience, we cater to Entrepreneurs and Family Stewards looking to understand their options for business exit strategies and wealth preservation. Our team of financial advocates and partners work closely with families to create customized action plans that address financial, tax, business, philanthropic, and estate planning needs. For Entrepreneurs and Business Owners, we offer expertise in Liquidity and Exit Planning, ensuring a smooth transition from Founder to asset management.

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.

Houston Retirement Income Planners is a leading finance institution located at 5120 Woodway Drive in Houston, Texas. Our team of experienced financial professionals is dedicated to helping individuals plan for a secure and comfortable retirement. We offer personalized retirement income planning services tailored to each client's unique financial goals and circumstances. Whether you are just starting to save for retirement or are already retired, we can help you create a comprehensive financial plan that will provide you with peace of mind and financial security in your golden years. Contact us today to schedule a consultation and start planning for a worry-free retirement.

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.

New Heights Planning is a premier financial institution located in the vibrant city of Houston, Texas. Situated at 540 Heights Boulevard, our experienced team of financial experts is dedicated to helping clients reach new heights of success through strategic financial planning. Whether you are looking to invest for the future, plan for retirement, or secure your financial legacy, our personalized approach and comprehensive services are designed to meet your unique needs. Trust New Heights Planning to guide you towards a secure and prosperous financial future.

Legacy Visions Wealth Management is a leading finance institution located at 4828 Loop Central Drive in Houston, Texas, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of wealth management services tailored to meet the unique needs of each individual or business. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Legacy Visions Wealth Management is here to help you every step of the way. Contact us today to schedule a consultation and start building your legacy.

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.

Legacy Asset Management Inc is a premier finance institution located at 3411 Richmond Avenue in Houston, Texas. With a strong reputation for excellence in asset management, Legacy Asset Management Inc offers a wide range of financial services to help clients achieve their investment goals. Their team of experienced professionals provides personalized guidance and expert advice to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Legacy Asset Management Inc is dedicated to helping you secure a prosperous financial future.

The Legacy One Group is a renowned finance institution located at 24 Greenway Plaza in Houston, Texas, United States. With a strong reputation for providing expert financial services, they offer a wide range of solutions to meet the needs of their clients. Whether you are looking for investment advice, wealth management, or retirement planning, the professionals at The Legacy One Group are dedicated to helping you achieve your financial goals. Their experienced team is committed to providing personalized and comprehensive services to ensure their clients' financial success. Visit The Legacy One Group today and experience the difference for yourself.

Debra Kaye Denny - Ameriprise Financial Services, LLC is a finance institution located at 13623 Perry Road in Houston, Texas, United States. They offer complimentary initial consultations for those interested in financial planning concepts. The institution is registered with FINRA and offers investment advisory products and services. They provide information on stock prices and market trends, as well as important disclosures and regulations. Debra Denny, a representative of Ameriprise Financial Services, LLC, is properly registered to conduct securities business in certain states. Clients can expect personalized financial advice and assistance in achieving their financial goals. The institution emphasizes privacy and security, offering an Online Security Guarantee and information on email fraud.

Brad Walkoviak is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 11757 Katy Freeway in Houston, Texas, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and financial planning for individuals, retirees, small business owners, and high net worth clients. Brad Walkoviak is committed to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals and secure their financial future.

Spears Wealth Management Group - UBS Financial Services Inc. is a premier financial institution located at 750 Town and Country Boulevard in Houston, Texas, United States. Specializing in wealth management, our experienced team of professionals provides personalized financial solutions tailored to meet the unique needs and goals of each client. With a commitment to excellence and a focus on long-term financial success, Spears Wealth Management Group - UBS Financial Services Inc. is dedicated to helping individuals and families achieve their financial aspirations.

Gilcrease Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at 750 Town and Country Boulevard in Houston, Texas, United States. With a focus on wealth management, our team of experienced professionals provides personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our dedicated advisors are here to guide you every step of the way. Trust Gilcrease Wealth Management Group - UBS Financial Services Inc. to provide you with the expertise and resources needed to secure your financial future.

Darrell Pennington - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 11 Greenway Plaza in Houston, Texas, United States, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Darrell Pennington is equipped to provide expert advice on asset management, retirement planning, estate planning, investment opportunities, and more. Whether you are looking to plan for your future, manage your wealth, or navigate complex financial situations, Darrell Pennington is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards financial security and success.

Martin Wheeler is a financial advisor at Ameriprise Financial Services, LLC located at 5151 San Felipe Street in Houston, Texas, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in areas such as asset management, retirement planning, estate planning, investment analysis, and financial planning for specific demographics such as retirees, small business owners, and individuals with special needs. Martin Wheeler is committed to providing comprehensive and tailored financial advice to his clients, helping them achieve their financial goals and secure their financial future.

Lejo Abraham, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2 Riverway in Houston, Texas, offers personalized financial planning services tailored to your individual goals and risk tolerance. From retirement planning to major purchases, Lejo provides investment recommendations and portfolio analysis to help you achieve your financial objectives. Regular meetings and progress tracking ensure your plan is adjusted as life changes. Access your accounts and investments securely from any device. Schedule a complimentary initial consultation to learn more about how Lejo can assist you. Check FINRA's BrokerCheck website for qualification information. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Michael Trahan - UBS Financial Services Inc. is a leading financial institution located in Houston, Texas. Specializing in wealth management, investment banking, and asset management, our team of experienced professionals is dedicated to providing personalized financial solutions for our clients. With a focus on integrity and expertise, we strive to help individuals and businesses achieve their financial goals and secure their financial future. Visit us at 4400 Post Oak Parkway to learn more about how we can help you manage and grow your wealth.

Sanjay Pathak - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2100 West Loop South, Houston, Texas, United States. Sanjay Pathak holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Sanjay Pathak is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and comprehensive knowledge in asset management, estate planning, investment strategies, and more, Sanjay Pathak is committed to helping clients achieve their financial goals.

UBS Financial Services Inc., located at 5075 Westheimer Road in Houston, Texas, is a leading finance institution dedicated to helping clients achieve their financial goals. The institution believes in optimizing tech exposure, seeking durable income, and diversifying across asset classes, regions, and sectors. With a commitment to understanding what wealth means for each individual, UBS offers expertise and finely crafted financial advice tailored to each client's unique needs. Whether you are planning for today, tomorrow, or generations to come, UBS can help you create a comprehensive wealth strategy that supports you in every stage of life. The institution's experts can help you navigate the markets, economy, trends, and investor mindset to stay ahead of the curve.

Discovery Point Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 1300 Hercules Avenue in Houston, Texas, United States. With a focus on financial planning, tax, investment, and business planning strategies, our experienced team has successfully guided clients through various economic challenges such as the tech bubble, the great recession, and the recent COVID pandemic. Our goal is to provide holistic advice and proactive communication to help simplify our clients' finances and assist them in achieving their financial goals. Our services are tailored to each individual's needs, and we are committed to helping our clients feel confident about their financial future. If you have questions or would like to schedule a complimentary initial consultation, please get in touch with us. Background and qualification information can be found on FINRA's BrokerCheck website. Our team is dedicated to helping clients navigate the complexities of the financial world and we strive to provide personalized advice to help them reach their goals.

Legacy Physicians Group is a leading healthcare institution located at 5353 West Alabama Street in Houston, Texas. Our dedicated team of physicians and medical professionals are committed to providing high-quality healthcare services to patients in the Houston area. From routine check-ups to specialized treatments, Legacy Physicians Group offers a wide range of medical services to meet the diverse needs of our patients. With a focus on compassionate care and personalized treatment plans, we strive to help our patients achieve optimal health and well-being. Visit us today to experience the exceptional care and expertise that Legacy Physicians Group has to offer.