Mba financial planning in Texas
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MBA Mortgage Solutions, LLC
MBA Mortgage Solutions, LLC is a finance institution located at 7110 Rocio Drive in Laredo, Texas, United States. Specializing in mortgage solutions, they offer a range of services to help individuals and families achieve their dream of homeownership. With a team of experienced professionals, MBA Mortgage Solutions, LLC provides personalized assistance and guidance throughout the mortgage process. Whether you are a first-time homebuyer or looking to refinance, they are dedicated to helping you find the best mortgage solution to fit your needs. Contact them today to learn more about their services and how they can help you achieve your homeownership goals.
Houston Christian University: MBA Graduate Business Programs
Houston Christian University offers a comprehensive Master of Business Administration program tailored for graduate students seeking to enhance their business knowledge and skills. Located in the vibrant city of Houston, Texas, our MBA program provides a unique blend of theoretical knowledge and practical experience to prepare students for success in the competitive business world. Our MBA program is designed to be completed in a residential format, allowing students to fully immerse themselves in the learning experience. With a focus on hands-on learning, case studies, and real-world projects, our graduate business programs provide students with the tools and resources they need to excel in their careers.
Jett Financial Group - John Jett, MBA, ChFC
Jett Financial Group, led by John Jett, MBA, ChFC, is a finance institution located at 4739 South Jackson Road in Edinburg, Texas, United States. The institution specializes in retirement alternatives and offers unbiased recommendations based on individual needs and goals. Mr. Jett, a designated expert consultant, has over 20 years of experience in the field and holds various prestigious accolades in the industry. The team at Jett Financial Group is dedicated to helping clients achieve their retirement goals by providing strategies to safeguard against market volatility and ensure financial security. They offer services such as diversifying retirement options, reducing financial risks, and analyzing exposure to protect retirement assets. The institution also assists with college funding, life insurance policies, and estate planning solutions.
Merrill Lynch Financial Advisor John Gould
Merrill Lynch Financial Advisor John Gould is located at 301 Commerce Street in Fort Worth, Texas, United States. John Gould has over 18 years of experience in the financial services industry, specializing in helping clients develop personalized retirement plans to help their assets last a lifetime. John holds a Bachelor of Business Administration degree in Marketing and Finance from Baylor University and an MBA from Southern Methodist University. He is dedicated to understanding his clients' goals and priorities, offering personalized wealth management strategies to help them achieve their financial aspirations. John works closely with clients to identify and prioritize their goals, including estate planning, investments, tax strategies, wealth transfer, and retirement income. He believes in building long-term relationships based on trust and is committed to helping clients optimize their resources to reach their financial goals. As a Merrill Lynch Wealth Management Advisor, John focuses on creating customized investment approaches tailored to each client's unique needs and circumstances. He believes in the power of personalized financial planning and offers a range of services to help clients navigate the complexities of their financial lives. John is registered to do business in several states and is dedicated to helping clients achieve their financial goals through thoughtful and strategic investment strategies.
Andrew T Schuck IV MBA CPA PC
Andrew T Schuck IV MBA CPA PC is a reputable accounting and finance institution located at 606 Lakeshore Boulevard in Oak Point, Texas, United States. With a team of experienced professionals, including Andrew T Schuck IV who holds an MBA and is a certified public accountant (CPA), the institution offers a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and investment advice, Andrew T Schuck IV MBA CPA PC is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, this institution is a trusted partner for all your accounting and finance needs.
Merrill Lynch Financial Advisor Keith R Conklin
At Merrill Lynch Financial Advisor Keith R Conklin, located at 1803 Broadway in San Antonio, Texas, United States, you can expect personalized financial advice and guidance to help you develop a customized financial strategy. Keith Conklin is dedicated to advising clients on both their personal balance sheet and investment goals, focusing on optimizing debt structure and managing interest expenses. With a Goals Based Wealth Management approach, Keith helps clients navigate financial markets by creating tailored wealth management plans to achieve specific goals such as lifetime income, wealth preservation, and wealth transfer. With 17 years of experience in financial advisory, Keith specializes in working with retirees, pre-retirees, small business owners, physicians, attorneys, and business executives. He is actively involved in community activities and believes in giving back through volunteerism. Keith holds a BA from Union College and an MBA from Tulane University. As a Merrill advisor, Keith takes the time to understand your priorities, risk tolerance, and goals to provide thoughtful advice and guidance to help you achieve financial success. Through the Merrill Personal Wealth Analysis™, he helps build and document a personalized plan centered around your goals. By utilizing the Investment Personality Assessment, Keith can customize a financial approach based on your investing preferences and goals.
FCA Corp: Wealth Management and Financial Planning
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.
Timothy Fleming, MBA - Endurance Financial Planning, LLC
Timothy Fleming, MBA - Endurance Financial Planning, LLC is a finance institution located at 1525 Lakeville Drive in Texas, United States. Specializing in providing expert financial planning services, Timothy Fleming and his team offer personalized solutions to help clients achieve their financial goals and secure their financial future. With a focus on endurance and long-term success, this institution is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Financial Advisor Jason Whitley
Merrill Lynch Financial Advisor Jason Whitley is located at 800 Capitol Street in Houston, Texas, United States. Jason is a Senior Vice President and Senior Financial Advisor with TSPN Wealth Management at Merrill, bringing over 20 years of experience in investment management. Specializing in helping corporate executives and business owners grow and protect their wealth, Jason leverages the resources of Merrill Lynch Wealth Management and Bank of America to create personalized strategies. With a background in private equity and portfolio management, Jason holds an MBA with a concentration in portfolio management from Texas Christian University. He is a member of various professional organizations and has a strong commitment to building client relationships based on trust and personalized service. The TSPN Wealth Management Group offers services for both institutional and individual investors, including retirement planning, stock option exercise, and portfolio diversification. By understanding each client's unique goals and priorities, Jason and his team strive to create comprehensive strategies to turn those goals into reality. With a focus on personalized service and commitment to putting the interests of clients first, Merrill Lynch Financial Advisor Jason Whitley is dedicated to helping clients navigate the complexities of their financial lives and pursue their financial goals.
Merrill Lynch Financial Advisor Akshay Gupta
Merrill Lynch Financial Advisor Akshay Gupta, located at 607 West 3rd Street in Austin, Texas, offers insights, observations, and ideas to help clients pursue their financial goals. With a background in finance and experience in the financial industry, Akshay Gupta and his team can help clients define their financial goals, organize their financial lives, and work with estate planning attorneys and tax advisors to preserve and protect their wealth. Akshay Gupta holds an MBA with a concentration in finance and has experience working in London, UK, and Oregon before joining Merrill Lynch Wealth Management. He is dedicated to helping clients achieve their financial goals for their businesses and families. Through personalized plans and ongoing communication, Akshay Gupta aims to help clients stay on track to achieve what matters most to them. With access to investment insights from Merrill and banking solutions from Bank of America, Akshay Gupta can develop customized approaches to address clients' financial needs. By understanding clients' personalities, priorities, and life goals, Akshay Gupta can offer tailored advice and solutions to help clients navigate market fluctuations and life changes. As a registered financial advisor in multiple states, Akshay Gupta is committed to helping clients live their best financial lives and achieve their goals.
Merrill Lynch Financial Advisor Rodolfo Gomez
Merrill Lynch Financial Advisor Rodolfo Gomez, located at 200 South 10th Street in McAllen, Texas, is a finance institution with a focus on serving high net worth investors. With 25 years of experience in the financial services industry, Rodolfo holds a bachelor's degree in Marketing and an MBA in Finance from The University of Texas Pan American. He is dedicated to understanding each client's needs, concerns, and priorities in order to provide personalized financial planning services. Rodolfo follows a disciplined process that begins with a thorough understanding of each client's goals and priorities. He holds the Certified Investment Management Analyst designation and is committed to delivering excellent service. Merrill Personal Wealth Analysis™ is used to build and document a personalized financial plan tailored to each client's unique objectives.
Jamie Ford, MBA - Morgan Stanley
Jamie Ford, MBA - Morgan Stanley is a reputable finance institution located at 1400 Civic Place in Southlake, Texas, United States. With a strong emphasis on providing top-notch financial services, Jamie Ford, MBA and his team at Morgan Stanley are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Jamie Ford, MBA - Morgan Stanley is committed to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to guide you towards financial success.
Merrill Lynch Financial Advisor Shawn D Farrokh
Located at 800 Capitol Street in Houston, Texas, Merrill Lynch Financial Advisor Shawn D Farrokh offers insights, observations, and ideas to help clients pursue their financial goals. With 19 years of experience in the financial services industry, Shawn focuses on serving his clients' needs by providing personalized financial plans. He holds a bachelor's degree in Foreign Language and an MBA in Finance from Saint Joseph's University. Shawn follows the Merrill tradition of community involvement, volunteering with organizations in the area. He believes in building personalized plans centered on clients' goals and priorities. By understanding clients' investment preferences through the Investment Personality Assessment, Shawn customizes financial approaches to help clients pursue what matters most to them.
Merrill Lynch Financial Advisor Matthew H. Logan II
Merrill Lynch Financial Advisor Matthew H. Logan II is a finance institution located at 800 Capitol Street, Houston, Texas, United States. Matthew Logan has a background in business and philosophy, as well as an MBA with a concentration in Financial Services Management. He believes in effective communication, integrity-based professionalism, and vigilant market education and awareness. With a commitment to service instilled in him at a young age, Matthew has volunteered with various organizations and believes in personalized financial planning centered on individual goals and priorities. As a Merrill Lynch Wealth Management Advisor, Matthew focuses on helping clients pursue their financial goals through tailored investment strategies and comprehensive financial solutions. He is registered to do business in multiple states and believes in staying on track with clients regardless of market fluctuations. With a dedication to understanding each client's unique needs and priorities, Matthew works to help them achieve their financial goals.
Merrill Lynch Financial Advisor Brett A Korensky
Merrill Lynch Financial Advisor Brett A Korensky is a renowned institution located at 3700 North Capital of Texas Highway, Austin, Texas, United States. Mr. Korensky, a Senior Vice President and Wealth Management Advisor, has been a part of Merrill Lynch Wealth Management since 1991. With a background in Economics and Mathematics from Northern Illinois University and an MBA from the University of Chicago Graduate School of Business, Mr. Korensky specializes in advising high net worth families and business owners. His expertise lies in areas such as Corporate Equity Plan Services, High Net Worth Lending, Asset Management Strategies, and Concentrated Stock Management. Additionally, Mr. Korensky is dedicated to giving back to the community through volunteering and philanthropic efforts. With a focus on personalized financial planning centered around your goals and priorities, Merrill Lynch Financial Advisor Brett A Korensky is committed to helping you achieve financial success.
F RAUL TREVINO, MBA, CPA, LLC
F RAUL TREVINO, MBA, CPA, LLC is a professional accounting and finance firm located at 514 North Ceylon Street in Eagle Pass, Texas, United States. With a team of highly qualified professionals led by F Raul Trevino, who holds an MBA and CPA certification, the institution offers a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can expect personalized and expert guidance to help them navigate the complexities of financial management and achieve their goals.
JAMES KENDALL MBA CPA CFP RIA
JAMES KENDALL MBA CPA CFP RIA is a leading accounting and finance institution located at 117 Sproles Drive in Benbrook, Texas, United States. With a team of highly qualified professionals, including Certified Public Accountants (CPAs), Certified Financial Planners (CFPs), and Registered Investment Advisors (RIAs), the institution offers top-notch financial services and expertise to individuals and businesses alike. Whether you need help with tax planning, investment strategies, or retirement planning, JAMES KENDALL MBA CPA CFP RIA is dedicated to providing personalized solutions to help you achieve your financial goals.
Steven Buchanan, CPA, MBA,
Steven Buchanan, CPA, MBA is a renowned accounting and finance institution located at 2012 Meadows Avenue in Lantana, Texas, United States. With expertise in both accounting and finance, Steven Buchanan offers top-notch services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or any other financial matters, Steven Buchanan's team of professionals is dedicated to providing exceptional service and expert advice. Trust Steven Buchanan, CPA, MBA for all your accounting and finance needs.
FREEMAN Q. MAKOR, CPA, MAFM, MBA
Freeman Q. Makor, CPA, MAFM, MBA is a prestigious accounting and finance institution located at 2816 Central Drive in Bedford, Texas, United States. With a team of highly qualified professionals, including Certified Public Accountants and individuals with Master's degrees in Accounting and Business Administration, Freeman Q. Makor offers top-notch financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or auditing, Freeman Q. Makor is dedicated to providing expert guidance and personalized solutions to meet your financial needs.
Nash Kshtriya CPA MBA
Nash Kshtriya CPA MBA is a renowned institution located at 2018 Rustic Oak Lane in Richmond, Texas, United States. Specializing in accounting and finance, this institution offers top-notch education and training in the field. With a focus on producing skilled professionals in the financial industry, Nash Kshtriya CPA MBA is dedicated to providing a comprehensive learning experience for its students. Join us and take the first step towards a successful career in accounting and finance.
Erni S Mann, CPA, MBA
Erni S Mann, CPA, MBA is a reputable accounting and finance institution located at 31003 Johlke Road in Magnolia, Texas, United States. With a team of highly qualified professionals led by Erni S Mann, who holds a CPA and MBA, the institution offers a wide range of accounting and financial services to individuals and businesses. From tax preparation to financial planning, Erni S Mann, CPA, MBA is dedicated to providing top-notch expertise and personalized solutions to help clients achieve their financial goals.
Samuel Behar CPA & MBA
Samuel Behar CPA & MBA is a reputable institution located at 10101 Fondren Road in Houston, Texas. Specializing in accounting and finance, this institution offers top-notch services and expertise in the field. With a team of highly qualified professionals, Samuel Behar CPA & MBA is dedicated to providing clients with exceptional financial solutions and guidance. Whether you are looking for tax assistance, financial planning, or business consulting, this institution has the knowledge and experience to meet your needs. Trust Samuel Behar CPA & MBA for all your accounting and finance needs in Houston, Texas.
John Allgood, CPA MBA
John Allgood, CPA MBA is an accounting and finance institution located at 31 North Main Street in Elgin, Texas, United States. Specializing in resolving tax problems and providing IRS representation, John Allgood and his team are dedicated to helping clients navigate through complex financial issues with knowledge, efficiency, and discretion. With over 30 years of experience in tax accounting, business taxation, estate planning, and IRS representation, John Allgood is a Certified Public Accountant who is committed to providing the best possible financial services to his clients. He is a member of various professional organizations including the Texas Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
Frazier Financial Group
Located in Dallas, Texas, the Frazier Financial Group is a premier institution specializing in accounting and finance services. Led by Sidney Frazier, MBA, a QuickBooks Certified ProAdvisor, the institution aims to inspire, motivate, and build confidence within small business owners and independent professionals. With a focus on providing top-notch Accounting, Bookkeeping, Tax Planning & Preparation, and Business Consulting services, Frazier Financial Group is dedicated to helping clients "Discover the Financial Difference". Serving the DFW Metroplex and surrounding counties, the institution is committed to helping clients achieve their financial goals and success.
Nick Gammill, CPA, MBA
Nick Gammill, CPA, MBA is an accounting and finance institution located at 3240 Central Mall Drive in Port Arthur, Texas, United States. We offer a range of services to help guide you towards a healthy financial future, including payroll processing, strategic analysis, and business debt management. Our dedicated advisors can help you grow your business and navigate challenges such as supply chain disruptions. With the right technology and personalized approach, we can help you make sound business decisions and stay financially healthy. Let us take the stress out of running your business so you can focus on what matters most. Visit us online to access a variety of helpful apps and resources.
Pedro Einaudi - State Farm Insurance Agent
Pedro Einaudi - State Farm Insurance Agent is an insurance agency located at 7049 South Desert Boulevard, Canutillo, Texas, United States. The institution offers a range of insurance products including life insurance and annuities issued by State Farm Life Insurance Company. In addition to insurance services, the institution also provides information on emergency management plans, DIY auto maintenance, and financial services offered by U.S. Bank National Association. The agent, Pedro Einaudi, has a background in finance with a BBA from the University of Texas at El Paso and an MBA in Asset Management from the University of the Incarnate Word. Pedro Einaudi is also a member of the Rotary Club Camino Real. For inquiries or assistance, please call (915) 260-6780. Please note that sensitive personal information should not be shared online. State Farm VP Management Corp. is a separate entity from the banking and insurance entities of State Farm. Consult a tax or legal advisor for personalized advice.
Rick Smith - State Farm Insurance Agent
Rick Smith - State Farm Insurance Agent is an insurance agency located at 518 North Highway 67 in Cedar Hill, Texas, United States. The institution is conveniently situated on the northbound service road of Hwy 67, between Pleasant Run Road and FM 1382. With a passion for meeting people and protecting what they value, Rick Smith became a State Farm Insurance Agent after completing his MBA. Serving the Cedar Hill area for over twelve years, Rick and his experienced team offer exceptional customer service in a variety of insurance products including auto, home, renters, health, life insurance, and financial services. The friendly staff, including licensed Insurance Account Representatives, are dedicated to helping customers create personalized insurance plans tailored to their needs. Whether you are a first-time homebuyer or a small business owner, Rick Smith's office is here to assist you. The team is committed to serving the community and building relationships with local businesses and entrepreneurs. Customers can expect a warm welcome and a personalized approach to insurance coverage. Visit Rick Smith - State Farm Insurance Agent today for a free quote and to start planning for your future.
Rick Smith - State Farm Insurance Agent
Rick Smith - State Farm Insurance Agent is an insurance agency located at 618 South Cedar Ridge Drive in Duncanville, Texas, United States. Rick Smith, the State Farm Insurance Agent, discovered his passion for helping people protect what they value while working as a college intern at State Farm. After obtaining his MBA, he became an insurance agent in Cedar Hill and later opened a second office in Duncanville in 2021. With over 15 years of experience, Rick and his team provide exceptional customer service, offering a range of insurance products including auto, renters, health, life insurance, and financial services. They take pride in building relationships with customers and the community, ensuring that each individual's needs are met. The team includes dedicated professionals like Callie, Christina, Elizabeth, Miraya, Myriam, Kathryn, Kyler, Delia, and Denise, who are ready to assist with various insurance needs. Whether you're a first-time homebuyer, a small business owner, or planning for the future, Rick Smith - State Farm Insurance Agent is committed to helping you create a personalized insurance plan for your future. Contact them today for a free quote!
Cassie Thompson - State Farm Insurance Agent
Cassie Thompson - State Farm Insurance Agent is a veteran-owned insurance agency located at 8610 Broadway, San Antonio, Texas, United States. We proudly serve our military men and women, offering quick, easy, and free insurance quotes for residents of San Antonio, Leon Valley, Selma, Universal City, and beyond. Our services include home insurance, renters insurance, business insurance, life insurance, health insurance, motorcycle insurance, boat insurance, RV insurance, antique vehicle insurance, and financial services. Our experienced team, led by Cassie Thompson, MBA graduate from the University of Phoenix, is dedicated to managing risk and helping you achieve your dreams. Visit our office for 24/7 quotes, service, and claim assistance. Remember, for your protection, please do not include sensitive personal information when contacting us. Call us at (210) 822-2220 for more information.
A.T. Samuel M.B.A., C.P.A.
A.T. Samuel M.B.A., C.P.A. is a prestigious institution located in Houston, Texas, United States. Specializing in accounting and finance, this institution offers top-notch education and training for aspiring professionals in the financial industry. With a focus on preparing students for successful careers as Certified Public Accountants, the program provides a comprehensive curriculum and hands-on experience. Situated at 525 North Sam Houston Parkway East, A.T. Samuel M.B.A., C.P.A. is a leading choice for those looking to excel in the field of accounting and finance.
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