Operational risk management in Texas
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Founders Group
● ClosedFounders Group is a leading finance institution located in Houston, Texas. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us at 4635 Southwest Freeway to learn more about how Founders Group can help you build and protect your wealth.
4635 Southwest Fwy STE 162, Houston, TX 77027, United States -
Bridgepoint Consulting
● ClosedBridgepoint Consulting, located at 1221 Lamar Street in Houston, Texas, is a finance institution dedicated to helping businesses achieve their goals and drive informed decisions. With a team of experts who are committed to your success, we prioritize building relationships and earning trust to provide the expertise and support needed for your business to thrive. Our comprehensive report is designed to make 2024 your most impactful year yet, offering services to bridge finance, operations, technology, and risk management from startup to IPO readiness. Our full suite of services and solutions is designed to optimize financial operations and mitigate risks, allowing your business to grow and succeed at every stage of its lifecycle. Trust Bridgepoint Consulting to empower growth in your business, your people, and your community.
1221 Lamar St Suite 1200, Houston, TX 77010, United States -
Merrill Lynch Financial Advisor John J. Cho
● ClosedMerrill Lynch Financial Advisor John J. Cho, located at 800 Capitol Street in Houston, Texas, is a trusted institution in the finance industry. With a commitment to building strong relationships with clients, John Cho brings passion and expertise to help individuals and families make important financial decisions. By providing personalized wealth management strategies and access to investment insights from Merrill and banking solutions from Bank of America, clients can pursue their financial goals with confidence. John Cho's involvement in the community reflects Merrill's tradition of serving the areas they operate in. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients can receive tailored financial plans that align with their goals and priorities. With a focus on understanding each client's unique needs, John Cho works to design and implement personalized plans that help manage risk and achieve financial success. By staying in touch with clients and adjusting financial approaches as needed, John Cho ensures that clients remain on track to reach their goals. With a dedication to putting clients first and providing comprehensive financial solutions, Merrill Lynch Financial Advisor John J. Cho is committed to helping clients live their best financial lives.
800 Capitol St, Houston, TX 77002, United States -
ASQ Consulting
● OpenASQ Consulting is a leading consulting firm located at 720 Rusk Street in Houston, Texas, United States. Our team of experienced professionals offers a wide range of consulting services to help businesses achieve their goals and improve their overall performance. From strategic planning and process improvement to quality management and risk assessment, we provide tailored solutions to meet the specific needs of each client. With a commitment to excellence and customer satisfaction, ASQ Consulting is dedicated to helping businesses thrive in today's competitive market.
720 Rusk St #425, Houston, TX 77002, United States -
ServicePro CFO
● ClosedServicePro CFO is an accounting and finance institution located at 121 Magnolia, Friendswood, Texas, United States. Specializing in servicing Trade businesses, ServicePro CFO offers turnkey Accounting and CFO services to provide timely financial insights, boost margins, and enhance overall performance. With a team of experts in ServiceTitan, corporate finance, and the Trades industry, ServicePro CFO equips Trade firms with specialized financial solutions to drive informed decision-making and improve business operations. From comprehensive bookkeeping services to detailed financial analysis, ServicePro CFO ensures the accuracy and integrity of your financial reports, optimizing financial controls within your firm. By maximizing business potential and implementing strategic financial optimizations, ServicePro CFO helps Trade businesses secure their financial health and boost their bottom line.
121 Magnolia #203A, Friendswood, TX 77546, United States -
Whitwell & Co., LLC
● ClosedWhitwell & Co., LLC is a reputable finance and insurance agency located at 15511 State Highway 71 in Austin, Texas, United States. With a strong commitment to providing top-notch financial services and insurance products, Whitwell & Co., LLC is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Our experienced team of professionals is ready to assist clients with personalized solutions tailored to their specific needs. Whether you are looking for investment advice, insurance coverage, or retirement planning, Whitwell & Co., LLC is here to help you navigate the complex world of finance with confidence and peace of mind.
15511 State Hwy 71 Suite 110-526, Austin, TX 78738, United States -
Front Line Advisory Group
● ClosedFront Line Advisory Group is a leading provider of Program Management Consultant services for the Travis County, Texas Transportation and Natural Resources Department. Located in Dripping Springs, Texas, our institution specializes in managing the county's Capital Improvement Program, including a diverse range of infrastructure projects such as roads, bridges, and parks. With a focus on data-driven project delivery and control systems, we utilize cutting-edge project management software and tools to ensure the success of over 60 CIP projects. Our expertise in scope, schedule, and budget best practices, as outlined by the Project Management Institute, guarantees the achievement of desired benefits while minimizing risks and costs.
4207 US-290 Suite 108, Dripping Springs, TX 78620, United States -
Mission Capital Advisors
● ClosedMission Capital Advisors is a finance institution located in West Lake Hills, Texas, United States. Founded in 2002, Mission Capital is a technology-forward real estate capital markets firm that focuses on providing deep client service. They offer asset sales, capital raising platforms, diligence, and consulting services to institutional and governmental clients to help them achieve liquidity and optimize portfolio strategy throughout the credit cycle. Mission Capital represents top financial institutions, investors, and government agencies in the sale of performing, sub-performing, and non-performing debt secured by various types of collateral. They also provide due diligence and collateral document curative solutions for institutional clients involved in buying, selling, managing, and securitizing loans.
1120 S Capital of Texas Hwy, West Lake Hills, TX 78746, United States -
Brighton Jones
● ClosedBrighton Jones, located at 3101 Bee Cave Road in Austin, Texas, is a finance and legal institution dedicated to providing personalized wealth management services. With a focus on creating a comprehensive financial plan tailored to meet individual and family needs, Brighton Jones offers expertise in wealth and retirement planning, estate and tax strategies, insurance and risk assessments, philanthropy, private investments, real estate, and financial planning for business owners and multi-generational family wealth. As a community-minded firm, Brighton Jones is actively involved in philanthropic endeavors, supporting organizations such as Austin Pets Alive, Toastmasters, Kids in a New Groove, and The Trail Foundation. Alejandro Martinez, the Business Development Specialist in the Austin office, works to build the firm's brand in new cities and develop relationships with trusted partners to identify opportunities for clients.
3101 Bee Cave Rd Suite 280, Austin, TX 78746, United States -
Meridian Wealth Advisors
● OpenMeridian Wealth Advisors is a finance institution located at 3600 North Capital of Texas Highway in Austin, Texas. We specialize in serving high net worth clients, offering a comprehensive approach to wealth management that includes investment management, tax planning, and estate planning. As an independent firm, we prioritize providing objective advice that is always in the best interests of our clients. We operate on a fee-only basis to avoid any potential conflicts of interest, ensuring that our clients receive the personalized and trustworthy service they deserve. Our commitment to independence and objectivity sets us apart in the financial industry, making us a trusted partner for those seeking to grow and protect their wealth.
3600 N Capital of Texas Hwy Building B, Suite 150, Austin, TX 78746, United States -
The Heidmann/Jefferson Group
● ClosedThe Heidmann/Jefferson Group is a finance institution located at 607 West 3rd Street in Austin, Texas, United States. Our mission is to preserve and grow wealth for the generations of families and businesses we serve. We treat clients as an extension of our own family, taking the time to understand their priorities, dreams, and concerns in order to help them achieve their financial future. Our team provides values-driven guidance, addressing the most important objectives of each individual or family. We believe in building adaptable, tailored portfolios that reflect each client's unique approach to wealth preservation and growth. Our service model is based on courtesy, communication, and knowledge, with a focus on providing support that goes beyond standard assistance. The Heidmann/Jefferson Group is a multigenerational family team with over 100 years of collective experience, dedicated to helping clients pursue their financial goals and create the lives they've imagined. We believe in collaborating with clients' other advisors to provide synchronized support and work together towards shared success. With Merrill Lynch Wealth Management, we can help clients build personalized plans centered on their goals and focused on achieving what matters most to them. Our goal is to help clients stay on track to achieve their objectives by regularly reviewing and adjusting their financial approach as needed. Let's work together to help you reach your goals and create a secure financial future.
607 W 3rd St Suite 2600, Austin, TX 78701, United States -
Lowenberg Consulting
● ClosedLowenberg Consulting, located in Austin, Texas, is a finance institution dedicated to helping business owners maximize the value of their businesses and personal wealth. With a people-first decision-making process, Lowenberg Consulting offers solutions to common business value challenges such as taxes affecting personal wealth, uncertainties about heirs and business succession, and aligning business and personal advisors. Working with Lowenberg Consulting, business owners can understand the value of their business in various scenarios, take action steps to increase value and retain key personnel, convert business value to cash while reducing taxes, and ensure the continuity and succession of their business without sacrificing personal wealth. By comparing different options and making informed decisions, clients can repurpose tax dollars into a family foundation and have a lasting impact on their wealth.
906 Rio Grande St Suite 200, Austin, TX 78701, United States -
Bridgepoint Consulting
● ClosedBridgepoint Consulting is a leading finance institution located in Austin, Texas. Our mission is to empower growth in our partners, people, and communities by providing expert financial, operational, technological, and risk management services. Our team of experts is dedicated to helping businesses optimize their financial operations and mitigate risks, allowing them to focus on what matters most - growing their business. With a comprehensive report, we help drive informed decisions and achieve goals, making each year more impactful than the last. Trust us to bridge the gaps between finance, technology, operations, and risk management, and watch your business thrive at every stage of its lifecycle. Visit us at 8310 North Capital of Texas Highway to learn more about how we can help you succeed in 2024 and beyond.
8310 N Capital of Texas Hwy Bldg 1, Ste 420, Austin, TX 78731, United States -
Lucro Consulting
● OpenLucro Consulting is a boutique firm located in Austin, Texas, specializing in helping Financial Institutions maximize the potential of the nCino and Salesforce platforms. With a focus on understanding the unique business needs and goals of each client, Lucro provides tailored solutions to drive success in the ever-evolving digital landscape. As a trusted partner, Lucro challenges clients to start with the why, ensuring that platform enhancements align with strategic objectives. With a commitment to going above and beyond for clients, Lucro doesn't just "get the job done" - they ensure a successful and enjoyable digital journey for all. If you're looking for a reliable partner to navigate the complexities of Salesforce and nCino, Lucro Consulting is the answer.
2502 East Side Dr, Austin, TX 78704, United States -
Rupert & Associates
● ClosedRupert & Associates is a leading accounting and finance institution located at 217 Railroad Street in Buda, Texas, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the area. From tax preparation and auditing to financial planning and consulting, our dedicated team is committed to helping our clients achieve their financial goals. Visit us at our convenient location to learn more about how we can assist you with your accounting and finance needs.
217 Railroad St, Buda, TX 78610, United States -
Align Advisory Services, LLC
● ClosedAlign Advisory Services, LLC is a leading accounting and finance institution located in the vibrant city of Austin, Texas. Our team of experienced professionals is dedicated to providing high-quality financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment management, we are here to help you align your financial goals and achieve success. Visit us at 4400 Red River Street to learn more about how Align Advisory Services can support your financial needs.
4400 Red River St, Austin, TX 78751, United States -
BIPP Group
● OpenThe BIPP Group is a leading health institution located at 1100 East Lancaster Avenue in Fort Worth, Texas, United States. Specializing in providing comprehensive health services, the BIPP Group offers a wide range of medical treatments and programs to meet the needs of patients. With a team of experienced healthcare professionals, the institution is dedicated to promoting health and wellness in the community. Whether you are seeking preventive care, treatment for a specific condition, or ongoing support for your health needs, the BIPP Group is committed to providing high-quality care in a compassionate and supportive environment.
1100 E Lancaster Ave, Fort Worth, TX 76102, United States -
J Winston Consulting
● OpenJ Winston Consulting is a healthcare institution located at 7400 Blanco Road in San Antonio, Texas. Our team of experienced consultants provide expert advice and guidance on a wide range of health-related issues, helping organizations improve their operations and deliver better care to their patients. Whether you are looking to streamline your processes, implement new technologies, or enhance your overall performance, J Winston Consulting is here to help. Contact us today to learn more about how we can support your healthcare organization.
7400 Blanco Rd Suite 250, San Antonio, TX 78216, United States -
Doyle Teresa
● OpenDoyle Teresa is a renowned healthcare institution located in Houston, Texas, United States. Specializing in providing top-notch medical care, Dr. Teresa Doyle and her team are dedicated to ensuring the well-being of their patients. With a focus on personalized treatment plans and compassionate care, Doyle Teresa is committed to helping individuals achieve and maintain optimal health. Whether you are in need of routine check-ups, specialized treatments, or preventative care, Doyle Teresa is here to serve all your healthcare needs. Book an appointment today and experience the exceptional care and expertise that Doyle Teresa has to offer.
Houston, TX 77057, United States -
Gallas Stewart
● ClosedGallas Stewart is a reputable medical institution located at 4131 Spicewood Springs Road in Austin, Texas. Specializing in providing top-quality healthcare services, Gallas Stewart is dedicated to promoting the health and well-being of its patients. With a team of highly skilled doctors and healthcare professionals, the institution offers a wide range of medical services to meet the diverse needs of its patients. Whether you are in need of routine check-ups, specialized treatment, or preventive care, Gallas Stewart is committed to delivering personalized and compassionate care to help you achieve optimal health. Visit Gallas Stewart for all your healthcare needs in Austin, Texas.
4131 Spicewood Springs Rd, Austin, TX 78759, United States -
Helen Stephens Group LLC
● ClosedHelen Stephens Group LLC, located at 4150 International Plaza in Fort Worth, Texas, is a finance institution founded by Helen Stephens, a Certified Financial Planner with over 25 years of experience in retirement and tax planning. Helen is dedicated to helping clients address their concerns and fears around money and its impact on their families. She is a thought leader in the field, with her expertise often featured in publications such as The Wall Street Journal and Oprah Magazine. Helen is also actively involved in her community, serving on the board of Habitat for Humanity and volunteering at Christ Chapel Bible Church. Originally from Tulsa, Oklahoma, Helen now resides in Fort Worth with her husband and enjoys spending time with her three adult children, as well as gardening, hiking, and traveling.
4150 International Plaza #600, Fort Worth, TX 76109, United States -
Wolfe Pack Solutions
● OpenWolfe Pack Solutions is a leading institution located at 2923 Jj Street in Canyon, Texas, United States. We specialize in providing innovative and customized solutions for businesses looking to optimize their operations and achieve their goals. Our team of experienced professionals offers a wide range of services including project management, strategic planning, and process improvement. With a focus on collaboration and excellence, Wolfe Pack Solutions is dedicated to helping our clients succeed in today's competitive market.
2923 Jj St, Canyon, TX 79015, United States -
Mission Advisors
● OpenMission Advisors is a finance institution located at 112 E East Pecan Street in San Antonio, Texas. Our team of experienced advisors is dedicated to helping our clients achieve their financial goals through personalized investment strategies and expert financial planning. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, our team is here to provide guidance and support every step of the way. Trust Mission Advisors to help you secure a prosperous financial future.
Weston Centre, 112 E E Pecan St #1425, San Antonio, TX 78205, United States -
Merrill Lynch Private Wealth Advisor Austin Burt
● ClosedMerrill Lynch Private Wealth Advisor Austin Burt is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. They offer industry-leading research and expert analysis to help individuals, families, businesses, and nonprofit institutions achieve their financial goals. The team includes private wealth advisors from Merrill Private Wealth Management and financial advisors from Merrill Lynch Wealth Management, working together to meet specialized needs and build relationships based on trust and personalized service. Dan, a multiple degree holder from The University of Texas at Austin, leads the team with a focus on managing substantial wealth and shaping a legacy for the future. Michael, another key member, brings extensive experience in working with nonprofits, endowments, businesses, and ultra high net worth families to address various financial needs. Bob, the founder of the Nelson Wood Nelson team, specializes in devising strategies for concentrated stock positions and using options to enhance portfolio returns.
1803 Broadway, San Antonio, TX 78215, United States -
Sather Financial Group
● ClosedSather Financial Group, located at 760 Comal Avenue in New Braunfels, Texas, is a finance institution that specializes in customized portfolio management and financial planning. With over $1 billion in client assets under management, Sather Financial Group operates as a fee-only firm, ensuring that clients' interests are always the top priority. The team at Sather Financial Group focuses on risk management, estate planning, retirement planning, tax planning, and large asset planning to help clients build and preserve their wealth for future generations. As a Registered Investment Advisor, Sather Financial Group acts as a Fiduciary, meaning they are legally obligated to act in the best interest of their clients. By providing objective and personalized financial planning and investment management services, Sather Financial Group aims to guide clients from their current financial situation to their desired future goals.
760 Comal Ave, New Braunfels, TX 78130, United States -
WR Anderson & Co
● ClosedWR Anderson & Co is a reputable finance institution located at 2190 North Loop West in Houston, Texas. With a strong presence in the financial industry, WR Anderson & Co offers a wide range of financial services to its clients. Whether you are looking for investment advice, wealth management, or financial planning, the experienced team at WR Anderson & Co is dedicated to helping you achieve your financial goals. Trustworthy and reliable, WR Anderson & Co is committed to providing top-notch service to all of its clients in the United States.
2190 N Loop W Ste 103, Houston, TX 77018, United States -
Merrill Lynch Financial Advisor Feriz Halili
● ClosedMerrill Lynch Financial Advisor Feriz Halili, located at 2800 Post Oak Boulevard, Houston, Texas, United States, is a finance institution dedicated to providing comprehensive financial strategies for high-net-worth individuals and families. With thirteen years of experience in the financial services industry, Feriz Halili collaborates with clients to understand their priorities and goals, offering access to the investment insights of Merrill and banking convenience of Bank of America. From asset allocation to estate planning services, Feriz is committed to crafting strategies designed to help clients pursue desired outcomes and preserve their wealth for current and future generations. Feriz Halili believes in the importance of community involvement and volunteering, reflecting the deep-seated Merrill tradition of serving the communities they operate in. Through Merrill Personal Wealth Analysis™, clients can build and document personalized financial plans centered on their goals and aspirations. By starting with a conversation to identify and prioritize goals, Feriz focuses on understanding the evolving needs and priorities of clients, offering advice and guidance to help them achieve financial success.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Merrill Lynch Private Wealth Advisor Tyler Lane
● OpenMerrill Lynch Private Wealth Advisor Tyler Lane, located at 800 Capitol Street in Houston, Texas, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. As a Private Wealth Management team, they focus on serving a limited number of clients to provide the attention and solutions they deserve. With access to resources from Merrill and Bank of America, the team has specialized training to address the complexities of the evolving financial world. Their services include insights, observations, and ideas to help clients achieve their financial goals, as well as assistance in estate planning and wealth preservation. Clients work with a highly experienced and rigorously trained team who strive to understand their goals and values, providing access to banking capabilities and investing solutions to help pursue financial goals.
800 Capitol St, Houston, TX 77002, United States -
Cresset Family Office | Austin
● ClosedCresset Family Office in Austin, Texas is a finance institution dedicated to reinventing family office and private wealth management. They have been recognized by Barron's for their proprietary algorithms and awarded for their data as of specific dates. The institution offers goals-based financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy. They adhere to True Fiduciary® Standards, ensuring that their clients' interests come first. Cresset provides access to institutional-quality private investments and operates as an independent firm under strict SEC regulations. With no hidden costs or fees, Cresset Family Office is committed to providing exceptional service to individuals, families, and institutional clients.
303 Colorado St Suite 2675, Austin, TX 78701, United States -
Gladiator Elite Roofing
● OpenGladiator Elite Roofing is a roofing contractor located on Mines Road in Laredo, Texas, United States. We specialize in identifying and proactively addressing security risks to ensure maximum safety. Our services include regular testing and evaluation of security risks, as well as the implementation of active or passive security models. We offer customized security solutions, access control tools, and integration with current infrastructure for the highest level of security. In addition to roofing services, we also provide comprehensive security solutions such as DDoS protection, SSL certificates, encrypted communication, and server management. Our team of experienced professionals ensures the smooth operation of servers in top-tier data centers, with 24/7 monitoring and support.
Mines Rd, Laredo, TX 78045, United States
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