Long term investments in Katy, Texas

Mariner Investment Group is a finance and insurance agency located at 9601 Katy Freeway, Houston, Texas, United States. Since 1994, we have been dedicated to helping individuals and families plan for a bright future through financial and investment planning. Our team of licensed financial advisors specializes in Self Directed retail and Retirement Accounts, Managed Accounts Clearing, and offers impartial guidance on how to invest in stocks. As a registered broker dealer with the Securities and Exchange Commission and a member of FINRA/SIPC, we provide transparent fee structures and unbiased recommendations to help you reach your long-term financial goals. Our team is committed to ethics and integrity, ensuring that your best interests are always prioritized.

Edward Jones - Financial Advisor: Katie A Schwartz, ABFP™|AAMS™ is a reputable financial institution located at 7200 Southwest 45th Avenue in Amarillo, Texas. Specializing in personalized financial planning and investment services, Katie A Schwartz, ABFP™|AAMS™ is dedicated to helping clients achieve their financial goals and secure their future. With a strong focus on building long-term relationships and providing expert guidance, this institution is a trusted partner for individuals looking to grow and protect their wealth. Contact Katie A Schwartz, ABFP™|AAMS™ today to start planning for a better tomorrow.

Edward Jones - Financial Advisor: Katie Prescott is a trusted financial institution located at 921 10th Street in Floresville, Texas, United States. As a dedicated financial advisor, Katie Prescott provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a strong focus on building relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Katie Prescott is committed to helping individuals and families secure their financial futures. Contact us today to schedule a consultation and start planning for a brighter tomorrow.

ARMA Invests is a finance and accounting institution located in Katy, Texas, United States. They specialize in Clean-Up Bookkeeping services for individuals and businesses using QuickBooks Desktop or Online. Services include one-time bookkeeping, balance-reconciliation, and updating of financial records. They offer assistance with categorizing transactions, streamlining Chart of Accounts, and reconciling bank and credit card accounts. Monthly reports are provided, including balance sheets and profit and loss statements. Clients receive weekly email updates and access to phone "office hours" for any questions or concerns. ARMA Invests values long-term organization and strives to deliver clear and precise financial results. Their team is fluent in the language of numbers and is dedicated to providing exceptional financial statements for their clients.

Edward Jones - Financial Advisor: Katy Cope is a reputable finance institution located at 2806 Trail Drive in Denison, Texas, United States. As a trusted financial advisor, Katy Cope provides personalized financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to invest wisely, Katy Cope is dedicated to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Katy Cope is committed to helping clients secure their financial future.

McCaffrey Wealth Management is a leading finance institution located at 24285 Katy Freeway in Katy, Texas, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and expertise, we offer comprehensive financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, protect your assets, or plan for the future, McCaffrey Wealth Management is here to help you navigate the complexities of the financial world.

Right Decision Financial Planning, located at 7043 Terrece Ridge in Katy, Texas, has been providing independent fiduciary investment services since 2002. As a Registered Investment Adviser (RIA), we are held to the highest standard of client care, always putting our client's interests first and fully disclosing any potential conflicts of interest. Unlike traditional advisors, we do not directly hold customer funds or securities, instead, the client's assets are held at their chosen custodian for safekeeping. Our services include investment advisory and financial planning, with a focus on structuring prudent fiduciary processes around planning and investment management. We monitor our clients' progress on an ongoing basis and meet with them at least annually to discuss their financial goals. We work with most major custodians, offering our clients the flexibility to choose the custodian that best suits their needs.

McGee Wealth Management is a premier finance and insurance agency located at 848 Dominion Drive in Katy, Texas, United States. With a team of experienced professionals, we provide 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, we are here to help. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.

Encompass Advisory Services is a leading financial institution located at 23114 Seven Meadows Parkway in Katy, Texas, United States. We specialize in providing comprehensive financial advisory services to individuals and businesses, helping them navigate complex financial decisions and achieve their financial goals. Our team of experienced professionals offers personalized guidance and expertise in areas such as investment management, retirement planning, estate planning, and more. With a commitment to excellence and a focus on client satisfaction, Encompass Advisory Services is dedicated to helping our clients build and preserve wealth for the long term.

Vested Wealth is a private equity firm located in Katy, Texas, United States. Our mission is to create wealth through strategic interdependence by providing capital, connection, and collaboration for lucrative deals. Our diverse portfolio includes companies in technology, finance, real estate, and health care sectors valued at over $10 million. We believe in the philosophy that wealth creation is a symbiosis and actively seek out companies at the beginning of their journey to bring onto our platform. By offering the support they need, we aim to drive alpha returns for their business, for ourselves, and for the world at large. Our goal is to change the global investment landscape by promoting positive long-term relationships and recognizing the interconnected nature of the world. Interdependence is at the core of our corporate DNA, guiding us to prioritize sustained long-term returns for all stakeholders. We are committed to building wealth while maintaining strong relationships, ensuring that our investing approach benefits everyone involved.

Welcome to Future Financial Solutions, located at 1846 Snake River Road in Katy, Texas, United States. As a finance institution, we specialize in helping individuals protect and grow their nest eggs for a successful retirement. At Future Financial Solutions, we understand the importance of securing your savings for the future. Our team is dedicated to providing you with the information and strategies needed to ensure your financial stability in retirement. Whether you attend one of our educational seminars or schedule a one-on-one meeting with us, we will guide you in making informed decisions about your financial future.

The Mott Group | Graystone Consulting - Morgan Stanley is a premier financial institution located at 15021 Katy Freeway in Houston, Texas, United States. As a part of Morgan Stanley, they offer a wide range of financial services and expertise to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and financial planning, The Mott Group | Graystone Consulting is dedicated to providing personalized solutions and exceptional service to their clients.

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.

MABE International Advisors, Inc. is a leading accounting and finance institution located at 11511 Katy Freeway in Houston, Texas. Our Outsourced CFO and Business Consulting Services provide a clear perspective on financial strategy aligned with your business goals. We offer customized accounting and bookkeeping services to meet the specific needs of your business, helping you keep tax obligations low through diligent planning. Our experienced team is dedicated to creating accounting solutions and reducing tax liabilities for all clients, from new ventures to established businesses. We provide tax preparation, financial statement processing, and strategic financial leadership services to help drive growth and manage risks. With our comprehensive business consulting service, we support organizations in achieving their financial and operational objectives. By outsourcing accounting tasks, companies can focus on core activities and strategic tasks, freeing up time and resources. Stay updated with our newsletter to improve your business knowledge and receive the latest news, trends, and updates. Let us drive your business to success with our expertise and support.

Edward Jones - Financial Advisor: Wesley J Blackmon, CFP® is a reputable financial institution located at 814 East Avenue in Katy, Texas, United States. As a Certified Financial Planner®, Wesley J Blackmon offers expert financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for a child's education, or looking to grow your investments, Wesley J Blackmon can provide personalized solutions to meet your needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Wesley J Blackmon, CFP® is dedicated to helping clients secure their financial future.

Edward Jones - Financial Advisor: Shane P Theriot is a reputable finance institution located at 633 East Fernhurst Drive, Katy, Texas, United States. As a trusted financial advisor, Shane P Theriot provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing sound investment advice, Edward Jones - Financial Advisor: Shane P Theriot is dedicated to helping clients secure their financial futures.

Edward Jones - Financial Advisor: Marcos S Helms, AAMS™ is a reputable financial institution located at 24210 Westheimer Parkway in Katy, Texas, United States. Specializing in finance, their team of experts led by Marcos S Helms, AAMS™, provide personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families secure their financial future. Visit their office today to learn more about their services and how they can assist you in reaching your financial objectives.

Thomas Fons is a financial advisor at Ameriprise Financial Services, LLC located at 2717 Commercial Center Boulevard in Katy, Texas. If you or someone you know has financial questions, Thomas is available to provide personalized advice to help reach financial goals in the short and long term. With over 125 years of history, Ameriprise Financial Services, LLC is dedicated to building a 1-to-1 relationship with clients to ensure financial success. Schedule a complimentary initial consultation to discuss financial planning concepts and take the next step towards a more confident financial future. Securities are offered by Ameriprise Financial Services, LLC, a registered investment adviser, and Thomas Fons may only conduct securities business with residents of specific states in which he is properly registered. Contact Thomas Fons today to start financial planning and achieve your financial goals.

Edward Jones - Financial Advisor: Matt Steger is a trusted financial institution located at 21707 Kingsland Boulevard in Katy, Texas. As a dedicated finance professional, Matt Steger offers personalized financial planning services to help clients achieve their long-term financial goals. Whether you are looking to save for retirement, plan for your children's education, or invest for the future, Matt Steger can provide expert guidance and support. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: Matt Steger is a reliable partner in helping you secure your financial future.

Edward Jones - Financial Advisor: Lee Snowden Jr, AAMS™|CRPC™ is a reputable financial institution located at 1526 Katy Gap Road in Katy, Texas, United States. As a dedicated financial advisor, Lee Snowden Jr, AAMS™|CRPC™ provides personalized financial planning services to help clients achieve their financial goals. With a strong focus on building long-term relationships and providing expert financial advice, clients can trust Edward Jones to help them navigate the complexities of investing and wealth management. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Lee Snowden Jr, AAMS™|CRPC™ is committed to helping you secure your financial future.

Edward Jones - Financial Advisor: Stephen Mount is a reputable finance institution located at 25807 Westheimer Parkway in Katy, Texas, United States. As a trusted financial advisor, Stephen Mount offers personalized investment services and financial planning to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Stephen Mount is dedicated to providing expert guidance and support to individuals and families seeking to secure their financial future. Contact Stephen Mount today to schedule a consultation and start planning for a more secure tomorrow.

Walters & Associates - Ameriprise Financial Services, LLC is a finance institution located at 2900 Commercial Center Boulevard in Katy, Texas, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states, providing personalized financial planning services. During the initial consultation, we discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are dedicated to helping you achieve your objectives. Our website contains important disclosures, rules, and regulations to ensure your privacy and security. We appreciate referrals and look forward to helping your friends and family members reach their financial goals. Contact us today to schedule a meeting and discuss what's most important to you.

Thomas Ballard - Financial Advisor at Ameriprise Financial Services, LLC, located at 2900 Commercial Center Boulevard in Katy, Texas, is a finance institution that offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. As part of Walters & Associates, a Forbes Best-in-State Wealth Management Team for 2024, Thomas Ballard and his team are dedicated to helping clients achieve long-term financial success. Clients can access their investments and track progress towards goals securely from any device. To schedule a complimentary initial consultation and learn more about how Thomas Ballard can help you reach your financial goals, contact the institution today. Securities offered by Ameriprise Financial Services, LLC, member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for registration information in your state.

Edward Jones - Financial Advisor: Garrett Blackmon, AAMS™ is a trusted financial institution located at 22316 Grand Corner Drive in Katy, Texas. Specializing in providing personalized financial planning and investment services, Garrett Blackmon, AAMS™ is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on the expertise and guidance of Garrett Blackmon, AAMS™ to navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Garrett Blackmon, AAMS™ is committed to helping you secure a brighter financial future.

Cathy Buchanan - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2900 Commercial Center Boulevard, Katy, Texas, United States. The institution offers a range of certifications and designations 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®, 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 cover a wide range of financial planning topics including asset management, estate planning, retirement planning, investment strategies, and more. The institution is committed to providing comprehensive and expert financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Their team of professionals are dedicated to upholding the highest standards of ethics and expertise in the field of finance."

Edward Jones - Financial Advisor: Ruben E Valdez is a trusted financial institution located in Katy, Texas. As a dedicated financial advisor, Ruben E Valdez provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for your child's education, or investing for the future, Edward Jones - Financial Advisor: Ruben E Valdez is here to help you every step of the way. Visit us at 2721 Farm to Market 1463 to start planning for a secure financial future today.

Edward Jones - Financial Advisor: Tim Brown is a reputable finance institution located at 23501 Cinco Ranch Boulevard in Katy, Texas. As a trusted financial advisor, Tim Brown provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Tim Brown is dedicated to helping clients navigate the complexities of the financial world and secure their financial future. Contact Tim Brown today to schedule a consultation and start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: Zack Southerland, CRPC™ is a trusted financial institution located at 24210 Westheimer Parkway in Katy, Texas, United States. Specializing in personal finance and investment planning, Zack Southerland, a Certified Retirement Planning Counselor, offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Zack Southerland and the team at Edward Jones are dedicated to providing personalized solutions to meet your unique needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Zack Southerland, CRPC™ is committed to helping you secure a stable financial future.

Terry Bradford - Ameriprise Financial Services, Inc. is a finance institution located at 22107 Baymist Court, Katy, Texas, United States. The institution offers a range of certifications and designations 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®, 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 cover various aspects of financial planning, wealth management, estate planning, investment management, retirement planning, and more. The institution aims to provide comprehensive and specialized financial services to individuals and businesses, ensuring that clients receive expert advice and guidance in managing their finances.

Edward Jones - Financial Advisor: Darby Douglas Walden is a reputable finance institution located at 1322 Pin Oak Road in Katy, Texas, United States. As a trusted financial advisor, Darby Douglas Walden provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a range of investment options and financial solutions tailored to each individual's needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Darby Douglas Walden and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.