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TOP 30 Life insurance for estate planning in Houston, TX
42 results found
Search for local businesses, places and services near you
Eva Martinez - State Farm Insurance Agent
Eva Martinez - State Farm Insurance Agent is an insurance agency located at 20008 Champion Forest Drive in Spring, Texas, United States. Our office is conveniently located 1/4 mile from Grand Pkwy before Crescent Clover in Gleannloch Farms. We offer a wide range of insurance services including Auto, Home, Life, Renters, Pet, Business Insurance, and Financial Services. Our team of licensed professionals is dedicated to providing outstanding service and protecting what's important to our customers, so they can focus on achieving their life goals. We are proud to serve the communities of Spring, Tomball, Cypress, Magnolia, Humble, Houston, Conroe, and the surrounding Texas areas with personalized insurance solutions. Our team members, Cinthia and Pia, are here to assist the Spanish-speaking community with their insurance needs. Whether you are looking for a free quote on Car Insurance, Homeowners Insurance, or Life Insurance, we are here to help. Contact us today to review your current policies and become a part of the State Farm family. We also offer advice on important topics such as estate planning, budgeting, and avoiding the dangers of drunk driving. Join our team if you are self-motivated, have an entrepreneurial spirit, and desire to achieve results. Contact us at (832) 761-7874 for more information. Life Insurance and annuities are issued by State Farm Life Insurance Company, and deposit products are offered by U.S. Bank National Association. Please note that State Farm is not responsible for the content of third-party sites referenced in this material.
Legacy Insurance Advisors, LLC
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.
Farmers Insurance - James Acosta
Farmers Insurance - James Acosta is an insurance agency located at 2743 Smith Ranch Road in Pearland, Texas, United States. At The Acosta Agency, we pride ourselves on providing personalized insurance solutions for our clients. We offer a wide range of insurance options including auto, home, life, and business insurance. Our goal is to educate our clients on the different insurance policies available so that they can customize their coverage to meet their unique needs. With two offices in the Houston area, we serve clients all over Texas and are the preferred insurance partner for many lenders and real estate agents. As a Dave Ramsey endorsed local provider, we are committed to helping our clients secure their financial future. Contact us today for a comprehensive insurance quote and start saving money with our insurance discounts. Whether you need coverage for your home, rental property, business, or recreational vehicles, we have you covered. Let us help you build a solid financial plan and secure a prosperous future. Call us today to schedule an appointment and take the first step towards financial security.
Puentes Insurance & Financial Services
Puentes Insurance & Financial Services is a reputable finance and insurance agency located in Houston, Texas. Our experienced team is dedicated to providing high-quality financial and insurance solutions to meet the needs of our clients. Whether you are looking for insurance coverage or financial planning services, we are here to help. Visit us at 1445 North Loop West to learn more about how we can assist you in securing your financial future.
A+ Insurance/Real Estate/Tax Services (Johnny S Bui)
A Insurance/Real Estate/Tax Services (Johnny S Bui) is a finance and insurance agency located at 9820 Gulf Freeway in Houston, Texas, United States. Our top priority is your total protection, every day. We offer the perfect insurance plans to give you peace of mind and meet your ever-changing needs. We provide personal insurance in Houston and the surrounding areas, working with multiple insurance carriers to offer a wide array of products tailored to your specific requirements. For businesses, we offer commercial insurance solutions that match your needs and budget, ensuring you have the right coverage affordably.
Robert Morrison - State Farm Insurance Agent
Robert Morrison - State Farm Insurance Agent is an insurance agency located at 12824 Willow Centre Drive in Houston, Texas, United States. They offer a wide range of insurance services including Car Insurance, Home Insurance, Renters Insurance, Life Insurance, Business Insurance, and Health Insurance throughout Texas. The team at Robert Morrison - State Farm Insurance Agent is dedicated to providing exceptional customer service and creating a memorable experience for their clients. They focus on being personable, reliable, knowledgeable, honest, and customer-centric to ensure their customers' needs are met. In addition to insurance services, they also offer valuable resources such as estate planning checklists and tips to avoid the dangers of drinking and driving. For more information or to inquire about insurance coverage, you can contact Robert Morrison - State Farm Insurance Agent by phone at (832) 249-9907. Please note that State Farm is not responsible for the content of third party sites referenced in their material, and they do not provide tax or legal advice.
Variable Annuity Life Insurance Co: Mccarthy Christy
Variable Annuity Life Insurance Co: McCarthy Christy is a reputable insurance agency located at 16650 Greenbriar Plaza Drive in Houston, Texas. With a focus on providing variable annuity life insurance policies, this institution offers personalized coverage options to meet the unique needs of each individual. The experienced team at Variable Annuity Life Insurance Co: McCarthy Christy is dedicated to helping clients secure their financial future and protect their loved ones. Whether you are looking for retirement planning or estate protection, this agency is committed to providing top-notch service and comprehensive insurance solutions.
Philadelphia Life Insurance
Philadelphia Life Insurance is a reputable insurance agency located at 3121 Buffalo Speedway in Houston, Texas. We specialize in providing a wide range of life insurance products to meet the needs of individuals and families. Our dedicated team of professionals is committed to helping our clients secure their financial future and protect their loved ones. With a focus on personalized service and competitive rates, Philadelphia Life Insurance is the go-to choice for reliable and trustworthy insurance coverage. Contact us today to learn more about our policies and how we can help you plan for tomorrow.
WISE Financial Planning
WISE Financial Planning is a leading finance institution located at 3903 Bellaire Boulevard in Houston, Texas. Our team of experienced financial planners are dedicated to providing personalized and comprehensive financial services to help our clients achieve their goals. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, we are here to guide you every step of the way. At WISE Financial Planning, we believe in empowering our clients to make wise financial decisions that will secure their financial future. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
New Heights Planning
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.
A+ Insurance/Real Estate/Tax Services
A Insurance/Real Estate/Tax Services is a comprehensive financial institution located at 9820 Gulf Freeway in Houston, Texas, United States. Our top priority is your total protection, every day. We offer the perfect insurance plans to provide you with peace-of-mind and meet your ever-changing needs. For personal insurance, business/commercial insurance, and life, disability, and long term care insurance in Houston and surrounding areas, we work with a variety of insurance carriers to access a wide array of products tailored to your specific needs and budget.
Rogers Financial Agency
Rogers Financial Agency is a comprehensive financial institution located at 6235 McHard Road in Houston, Texas. Our services include accounting, finance, health, and insurance agency services. With a team of experienced professionals, we are dedicated to providing personalized and efficient solutions to help our clients achieve their financial goals. Whether you are looking for assistance with tax preparation, investment planning, health insurance, or any other financial needs, Rogers Financial Agency is here to help. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
Granite Harbor Advisors
Granite Harbor Advisors is a finance and insurance agency located at 10603 West Sam Houston Parkway North, Houston, Texas, United States. Our office has recently moved to a new location at 10603 W. Sam Houston Parkway N. Ste. 450, Houston, TX 77064. We specialize in providing tailored financial planning, wealth management, and life insurance solutions for successful individuals and families. As a full-service financial advisory firm, we focus on organizing and optimizing our clients' entire financial picture so they can spend more time doing what they enjoy. Our principled approach to financial planning combines expert advice, dedicated service, and a well-defined investment philosophy to deliver results for our clients.
Albert Diaz - Financial Professional
Albert Diaz - Financial Professional is a trusted institution located at 1980 Post Oak Boulevard in Houston, Texas. As a finance and insurance agency, we offer a wide range of services to help our clients achieve their financial goals and protect their assets. Our team of experts is dedicated to providing personalized solutions tailored to each individual's needs. Whether you are looking to invest for the future, plan for retirement, or secure your family's financial future, Albert Diaz - Financial Professional is here to help. Contact us today to schedule a consultation and take the first step towards financial security.
Elevation Benefits & Consulting, LLC
Elevation Benefits & Consulting, LLC is an independent full-service employee and executive benefits brokerage and consulting firm located at 4543 Post Oak Place Drive, Suite 231, Houston, Texas. Specializing in small to mid-sized companies, they offer a range of services including group health, executive benefits, HR and Payroll Outsourcing, as well as individual PPO plans outside of The MarketPlace. With a focus on providing the best solutions for their clients, Elevation Benefits & Consulting offers a variety of benefits such as dental, vision, disability, life insurance, and more. Co-founded by Cindy K Brown and Denise Sander, the institution combines their diverse backgrounds in wealth management, estate planning, medical sales, and business consulting to provide holistic solutions for businesses and individuals. With a dedication to helping clients retain and attract top talent, Elevation Benefits & Consulting is committed to the growth and preservation of assets for their clients. Their expertise in business insurance planning, tax-free retirement solutions, long-term care, and other benefits ensures that clients receive the best possible options tailored to their needs. With the rising costs of healthcare and the changing landscape of employment, Elevation Benefits & Consulting aims to provide clarity and guidance to help clients navigate the complex world of benefits and insurance.
Horace A Sinclair: Primerica - Financial Services
Horace A Sinclair: Primerica - Financial Services is an insurance agency located at 1880 South Dairy Ashford Road in Houston, Texas. They offer a wide range of financial services to help individuals and families protect and grow their wealth. With a focus on providing personalized and comprehensive financial solutions, Horace A Sinclair: Primerica is dedicated to helping clients achieve their financial goals. Whether you are looking for insurance coverage, investment opportunities, or retirement planning, their team of experienced professionals is ready to assist you every step of the way. Visit Horace A Sinclair: Primerica - Financial Services today to secure your financial future.
The Soto Agency
The Soto Agency is a comprehensive financial services institution located at 7610 Kempwood Drive in Houston, Texas. Specializing in accounting, finance, insurance, and real estate services, our team of experienced professionals is dedicated to providing top-notch assistance to clients in managing their financial needs. Whether you are looking to file taxes, secure insurance coverage, invest in real estate, or plan for your financial future, The Soto Agency is here to help. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.
Everest Funeral Concierge
Everest Funeral Concierge is a unique institution located at 1300 Post Oak Boulevard in Houston, Texas, United States. As a funeral planning and concierge service combined with a life insurance plan, Everest provides 24/7 assistance to families in need. Their Advisors are just a phone call away, ready to personalize funeral plans, compare prices, negotiate on behalf of the family, and expedite insurance payouts to beneficiaries in as little as 48 hours after death. Empowering families to make informed decisions, Everest offers easy-to-understand pricing information and a wide range of service and merchandise options. As an independent consumer advocate, Everest does not profit from any decisions made by the family. In addition to Advisor assistance, Everest provides online tools for funeral and estate planning, including creating and storing wills and estate documents, as well as a secure data vault for personal information.
Featherston Tran, PLLC
Featherston Tran, PLLC is a law firm located at 20333 Texas 249 in Houston, Texas. Specializing in estate planning, probate, trust litigation, and business planning, our experienced attorneys work with clients to achieve their goals and objectives while minimizing the need for courtroom involvement. With over 22 years of combined experience, we take a practical approach to legal issues both inside and outside of the courtroom. Our firm offers services such as revocable living trusts, irrevocable life insurance trusts, wills, powers of attorney, probates, heirships, contested probates, asset protection, and construction law. We understand the importance of proper planning and implementation to avoid disputes, but also have the expertise to handle litigation if necessary.
Petraborg Attorneys
Petraborg Attorneys is a Houston, TX based law firm offering a wide range of legal services to clients. Our experienced team of attorneys is dedicated to providing personalized solutions to meet your unique needs. Whether you are dealing with family issues, estate planning, property disputes, or other legal matters, we are here to guide you through the process with compassion and confidence. Karen Petraborg, a Texas Attorney, UK Solicitor, Mediator, and Arbitrator, brings over 30 years of experience in handling litigation and arbitration cases. Her expertise includes commercial and family disputes, professional malpractice, breach of contract, auto cases, insurance coverage, and federal and state issues. Karen has a proven track record of successfully mediating settlements and is committed to helping clients achieve positive outcomes.
Alexander Law Firm
The Alexander Law Firm, located at 8866 Gulf Freeway in Houston, Texas, is a team of dedicated lawyers specializing in personal injury cases. Whether you've been in a minor fender bender or a serious truck collision, our attorneys are here to help you secure the compensation you deserve. We understand that accidents can have a significant impact on your life, both physically and emotionally, and we are committed to fighting for justice on your behalf. Our experienced Texas personal injury lawyers will carefully assess your case and determine the best course of action, whether that involves negotiating a settlement or taking your case to trial. We know that dealing with insurance companies can be overwhelming, which is why we are here to guide you through the process and ensure that you receive fair compensation.
Teamwork Financial Group - McAllen
Teamwork Financial Group - McAllen, located at 3400 North McColl Road in McAllen, Texas, is a finance institution dedicated to helping individuals create personalized retirement strategies. By using an Integrated Legal, Tax, and Financial Plan, the experienced team at Teamwork Financial Group will assess your current financial situation and determine your retirement needs. Schedule a meeting with Teamwork Financial Group to receive a custom strategy tailored to help you reach your unique retirement goals. Download a 6-page instant guide on key financial challenges that can impact your income plan in retirement.
NEXT Financial Group, Inc.
NEXT Financial Group, Inc. is a leading finance institution located at 11740 Katy Freeway in Houston, Texas, United States. As a full-service financial firm, we provide a wide range of investment and wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and tailored solutions 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, NEXT Financial Group, Inc. is here to help you every step of the way. Contact us today to learn more about how we can assist you in securing your financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a financial institution located in Houston, Texas, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities. We offer financial strategies based on years of combined knowledge and experience, beyond just wealth planning advice. Our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. We are committed to client service and satisfaction, helping clients identify personal and professional goals to create financial strategies tailored to their long-term objectives.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management is a finance institution located at 5555 San Felipe Street in Houston, Texas. They offer a unique approach to wealth management, focusing not just on building wealth, but also on helping clients enjoy the fruits of their labor. The firm believes in overseeing and connecting all aspects of a client's financial life, including financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. The talented wealth advisors at Mercer Advisors in the Houston area are dedicated to helping clients navigate the complexities of wealth management. From retirement planning to investment management, the advisors at Mercer Advisors have the expertise to help clients achieve their financial goals and improve their quality of life. With a focus on building unified wealth plans and providing proactive tax planning, the advisors at Mercer Advisors are committed to helping clients achieve Economic Freedom™.
Midtown Financial Group LLC
Midtown Financial Group LLC is a finance institution located in the heart of Houston, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help. Visit us at 3355 West Alabama Street to see how Midtown Financial Group LLC can help you achieve your financial goals.
Merrill Lynch Financial Advisor Vidal H. Ramirez II
Merrill Lynch Financial Advisor Vidal H. Ramirez II is a finance institution located at 800 Capitol Street, Houston, Texas, United States. They believe in starting every relationship with a conversation to identify and prioritize your goals. Whether you're planning for retirement, saving for a home, or funding education, they listen to your needs and customize a financial approach to help you achieve what matters most to you. The Malonson / Ramirez Team offers wealth management services to high-net-worth individuals, providing investment management, wealth management, banking, life insurance, tax minimization, and wealth transfer strategies. With access to Merrill's investment insights and Bank of America's banking solutions, they work to develop an approach tailored to your financial needs. The team is committed to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ helps create a personalized plan centered on your goals. They understand that life and financial markets change, and aim to keep you on track to achieve your goals. By getting to know you personally, they create a financial approach reflecting your personality and priorities. Certified by various financial planning organizations, they provide personalized investment strategies and comprehensive financial solutions. Whether you have big questions or small moments, they are there to guide you along your financial journey.
Haywood Wealth Management
Haywood Wealth Management, located at 1322 Space Park Drive in Houston, Texas, offers tailored financial planning, investment management, insurance, and tax solutions for individuals and families. As a fiduciary, they always act in the best interest of their clients, taking a holistic approach to understanding their full financial picture. Their team, led by Certified Financial Planner Professional™ Justin Haywood, has successfully guided hundreds of clients towards financial stability and a secure retirement over the past eight years. They specialize in a broad range of financial planning services, including retirement planning, investment management, tax, and estate planning.
Stinson Capital Planner Inc
Stinson Capital Planner Inc is a reputable accounting and finance institution located at 3407 Broadway Street in Houston, Texas, United States. Our team of experienced professionals offers comprehensive financial planning services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and expert advice, we strive to provide our clients with the tools and knowledge they need to make informed financial decisions. Whether you are looking to invest, plan for retirement, or manage your taxes, Stinson Capital Planner Inc is here to help you navigate the complex world of finance. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Alex Linder - Thrivent
Alex Linder - Thrivent is a finance institution located at 12807 Jones Road, Houston, Texas, United States. With licenses in multiple states including CA, CO, FL, IA, LA, MO, OH, OR, PA, TX, VA, WA, WI, and WV, Thrivent is dedicated to providing financial advice, investments, insurance, banking, and generosity programs to help individuals and families achieve financial security and clarity. As a Financial Professional with over 20 years of experience, we work with clients to develop comprehensive financial plans that align with their goals and values. Through collaboration and education, we aim to ensure that our clients feel confident in their financial decisions for themselves and future generations. Thrivent does not provide legal, accounting, or tax advice, but offers a Financial Planning Framework and Dedicated Planning Services to assist clients in achieving their financial goals. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products, securities, and investment advisory services through licensed financial advisors. For more information on professional designations and services offered, visit Thrivent.com.
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