TOP 10 Personalized family legal services in Houston, TX
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Capitalwise Wealth Management
Capitalwise Wealth Management is a proactive financial institution located at 3200 Southwest Freeway in Houston, Texas. Our team of wealth management advisors is dedicated to helping high-net-worth families and select businesses achieve their financial goals. From retirement planning to estate planning, investments, and risk management, we provide personalized strategies to simplify your financial journey. We specialize in working with Oil & Gas Professionals, inter-generational family businesses, medical practices, and law or accounting partnerships. Our portfolio strategy is designed for accredited investors and high-net-worth individuals, offering investment advisory products and services for foundations, endowments, and nonprofit organizations.
Bentley Bratcher & Associates, P.C.
Bentley Bratcher & Associates, P.C. is a reputable accounting and finance firm located at 515 West Greens Road in Houston, Texas, United States. Our team of experienced professionals provide top-notch financial services to individuals and businesses in the area. With a focus on accuracy, integrity, and customer satisfaction, we strive to help our clients achieve their financial goals. Whether you need tax preparation, bookkeeping, or financial planning services, Bentley Bratcher & Associates, P.C. is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you manage your finances effectively.
Bank of America Private Client Advisor Michael (Mike) J Sonnier
Bank of America Private Client Advisor Michael (Mike) J Sonnier is a Managing Director at Bank of America Private Bank in Houston, Texas. With over 30 years of experience in the financial services industry, Mike works closely with clients to identify their goals and needs, offering personalized guidance on investment management, wealth transfer, credit solutions, and trust and estate planning services. He has a strong background in entrepreneurship, having founded and successfully sold a company focused on providing CFO services to small, family-owned businesses. At Bank of America Private Bank, Mike and his team prioritize understanding each client's unique situation before creating tailored strategies to help achieve their financial objectives. With a commitment to innovation and a focus on disciplined financial strategies, they aim to provide clients with the tools and resources needed to navigate today's evolving financial landscape.
Rashaad & Associates
Rashaad & Associates is a reputable accounting and finance institution located at 2101 Crawford Street in Houston, Texas, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Rashaad & Associates can assist you with all of your accounting and finance needs.
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.
Merrill Lynch Financial Advisor Brian D Kingshill
Merrill Lynch Financial Advisor Brian D Kingshill is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. The Kingshill Group aims to provide exceptional client experiences in wealth planning, investment management, and service. They understand the complexities and challenges families face in a constantly evolving financial world and strive to bring clarity and structure to managing financial aspects of life. The institution offers services such as assessing saving goals, retirement planning, and wealth transfer strategies. The team, supported by Merrill Lynch Wealth Management and Bank of America, is dedicated to helping clients achieve their financial goals through personalized approaches. They believe in building strong client relationships based on trust and personalized service. The institution has been recognized for exemplary client service by Forbes and offers personalized financial planning through Merrill Personal Wealth Analysis™. The advisors at Merrill Lynch put clients first and work to help them stay on track to achieve their goals. They offer investment insights, tips, and strategies to help clients live their best financial lives. It is important to note that investing involves risks and clients should consult their legal and tax advisors before making any financial decisions. The institution offers a range of brokerage, investment advisory, and other services to cater to the individual needs of clients.
Merrill Lynch Financial Advisor Brian Campbell
Merrill Lynch Financial Advisor Brian Campbell is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. With 6 years of experience in the financial services industry, Brian focuses on serving business owners, veterans, and families. He holds a bachelor's degree in History from The University of Houston and a Master of Business Administration in Finance and Investment Management from the University of Houston - Downtown. The institution is actively involved in the community, volunteering for organizations supporting Veteran causes and education. Merrill Personal Wealth Analysis™ is offered to build and document personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The institution offers advice and guidance based on clients' goals and priorities, focusing on helping individuals achieve their financial objectives. With access to Merrill's investment insights and banking solutions from Bank of America, the institution works with clients to develop customized approaches to address financial needs. Regular check-ins and adjustments to financial plans are made to ensure clients stay on track to achieve their goals. The institution believes in getting to know clients personally to create financial approaches that reflect individual personalities and priorities. Merrill Lynch Financial Advisor Brian Campbell is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions. Clients are encouraged to consult legal and tax advisors before making financial decisions. The institution provides a broad range of brokerage, investment advisory, and other services to help clients live their best financial lives.
Merrill Lynch Financial Advisor Feriz Halili
Merrill 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.
Merrill Lynch Private Wealth Advisor Eduardo Speck
Merrill Lynch Private Wealth Advisor Eduardo Speck is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. With a focus on providing personalized attention and customized services, our team of private wealth advisors are dedicated to helping you and your family navigate all aspects of your financial life. We offer industry-leading research and expert analysis to help you stay ahead and achieve your financial goals. Our private wealth advisors are rigorously trained to meet your specialized needs and build relationships based on trust and personalized service. Whether you are a business owner, executive, or multi-generational family, we work with a limited number of clients to provide highly personalized one-on-one service.
Merrill Lynch Financial Advisor Stephen P Lamb
Merrill Lynch Financial Advisor Stephen P Lamb is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, we believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and managing over 3 billion in client assets, our team at TSPN Wealth Management Group serves a select group of organizations and individuals, including CEOs, entrepreneurs, and executives. We focus on combining world-class resources with personalized, informed support to help clients achieve their greatest financial goals while preserving their financial futures. Our team believes in a mathematical, non-emotional investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, time horizon, and liquidity needs. We emphasize diversification across global asset classes, investment styles, sectors, and industry groups to manage portfolio risk effectively. We offer banking services through Bank of America, N.A. and provide regular meetings to review investment performance, portfolio rebalancing, and current strategy adjustments as needed.
Merrill Lynch Financial Advisor Timothy J White
Merrill Lynch Financial Advisor Timothy J White is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, they believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and managing over 3 billion in client assets as of January 1, 2024, their Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. The team at TSPN focuses on personalized, informed support and avoids risky investments and complex strategies. They believe in simplifying the complexities of their clients' financial lives by offering banking services through Bank of America, N.A. Their team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. They offer services such as investment portfolio reviews, rebalancing, and strategy adjustments to help clients reach their financial goals. The team at Merrill Lynch does not provide legal, tax, or accounting advice, but they work with clients to help them make informed financial decisions. Financial Advisor JJ is a graduate from the University of Houston with a Bachelor of Business Administration in Finance. He is committed to helping clients reach their personal and financial goals by creating a wealth management plan tailored to their needs. Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial future by understanding their needs and values. She believes in creating long-lasting client relationships built on trust and professional integrity. Registered Wealth Management Client Associate Elena "Kate" Walker has been with Merrill Lynch since 2017, working with domestic and international clients. Fluent in Spanish, she has a background in social science research and is dedicated to helping clients reach their financial goals.
Bank of America Private Client Advisor Michael E Rogala
Bank of America Private Client Advisor Michael E Rogala, located at 800 Capitol Street in Houston, Texas, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank. With over 25 years of financial experience, Michael leads a team of specialists dedicated to designing and delivering customized wealth management strategies for ultra-high-net-worth clients. They offer services such as investment management, asset preservation, tax minimization, trust and estate planning, and more. Michael and his team prioritize transparency, personalized service, and collaboration with external advisors to help clients achieve their financial goals. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, using a personalized approach and resources to meet the financial objectives of individuals, families, businesses, and institutions. They strive to provide disciplined financial strategies and innovative solutions in a constantly evolving financial landscape. Important notice: By visiting the Bank of America Private Bank's website, you may be directed to FINRA’S BrokerCheck for further information. Please consult your legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
Bank of America Private Client Advisor Samantha A Kennedy
Bank of America Private Client Advisor Samantha A Kennedy, located at 800 Capitol Street in Houston, Texas, is a finance institution that provides personalized advice and guidance to ultra-high-net-worth families and nonprofit institutions. Samantha Kennedy, a Managing Director with Bank of America Private Bank, leads a team of specialists who offer services in wealth structuring, investment management, asset financing, banking, philanthropy, and nonprofit advisory. With over 20 years of experience in the industry, Samantha is dedicated to the long-term well-being of her clients, working towards their financial objectives with strategic planning and expertise. She is actively involved in various nonprofits in the Houston area, demonstrating her commitment to giving back to the community. The institution focuses on building strong client relationships based on trust and personal experience, aiming to meet the needs and goals of individuals, families, businesses, and institutions. With a history of over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial goals. They prioritize innovation and adaptability in today's evolving financial landscape, providing clients with disciplined strategies and solutions for wealth management. Important information about the institution's services, privacy policies, and risk factors is provided on their website. Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients are encouraged to consult their own advisors before making financial decisions.
Reimer McGuinness Hess
Reimer McGuinness Hess is a financial institution located at 750 Town and Country Boulevard in Houston, Texas, United States. Specializing in accounting and finance, we offer a range of services to help take the stress out of running your business. Our team builds authentic, personal relationships with our clients to provide more than just transactional services. Whether you need an audit, review, or compilation, we offer the level of service necessary to meet your financial reporting needs. We provide expert strategic guidance to help you stay financially healthy and offer support for start-up business owners navigating complex accounting processes. Our online apps make it easy to conduct business with us, and we are committed to using technology to enhance our services while maintaining a personalized, human-centric approach. Additionally, we offer tips and strategies for managing business debt, creating sustainable practices, surviving supply chain disruptions, and curating holiday feasts that cater to all dietary preferences. Let us help you navigate the financial aspects of your business and plan for a successful future.
Law Office of Kunal Patel, PLLC
The Law Office of Kunal Patel, PLLC is a Houston-based institution specializing in accounting, finance, and legal services. Located at 6671 Southwest Freeway, Houston, Texas, United States, this institution is known for its expertise in representing clients in federal tax matters, particularly dealing with IRS problems. The team at the Law Office of Kunal Patel, PLLC understands the stress that taxpayers face when dealing with tax issues and works diligently to provide careful planning and teamwork to resolve these matters. The IRS can be aggressive in collecting taxes, which can include filing liens, garnishing wages, and levying bank accounts. The longer these issues are ignored, the more penalties and interest can accrue. For taxpayers with undisclosed foreign financial assets and income, the Law Office of Kunal Patel, PLLC offers various options to remedy previous failures to comply with US tax and information reporting obligations. This includes successful representation in offshore voluntary disclosure matters.
Grantham Mediation
Grantham Mediation is a health institution located at 5330 Griggs Road in Houston, Texas, United States. Our dedicated team of professionals specializes in providing mediation services to help individuals resolve conflicts and improve their overall well-being. Whether you are dealing with personal relationships, workplace disputes, or other issues, Grantham Mediation is here to support you in finding peaceful and effective solutions. Contact us today to learn more about our services and how we can assist you in achieving harmony and balance in your life.
Flato, Williams & Patterson, P.C.
Flato, Williams & Patterson, P.C. is a leading accounting and finance institution located at 9821 Katy Freeway in Houston, Texas, United States. With a team of experienced professionals, they provide a wide range of financial services including tax planning, auditing, bookkeeping, and consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses seeking expert financial guidance. Whether you need assistance with personal finances or corporate accounting, Flato, Williams & Patterson, P.C. is here to help you achieve your financial goals.
Nelson & Associates
Nelson & Associates is a reputable accounting and finance institution located at 3700 Buffalo Speedway in Houston, Texas. Our experienced team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, our experts are here to assist you every step of the way. Trust Nelson & Associates for all your accounting and finance needs in the United States.
Salinas Multiservices LLC
Salinas Multiservices LLC is a reputable accounting and finance institution located at 4625 Highway 6 North in Houston, Texas. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. From tax preparation to bookkeeping and financial planning, Salinas Multiservices LLC is dedicated to providing top-notch services tailored to meet their clients' needs. Trustworthy and reliable, they strive to help clients achieve their financial goals and secure their financial future.
Baldwin & Baldwin
Baldwin & Baldwin is a reputable law firm located at 400 West Houston Street in Marshall, Texas, United States. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to their clients. Specializing in various areas of law, including personal injury, criminal defense, and family law, Baldwin & Baldwin is committed to delivering top-notch legal representation and achieving the best possible outcomes for their clients. Whether you are facing a legal dispute or need guidance on a complex legal matter, the skilled attorneys at Baldwin & Baldwin are here to help. Contact them today to schedule a consultation and discuss your legal needs.
Moseley & Lester Law Firm
Moseley & Lester Law Firm is a reputable legal institution located at 110 West Houston Street in Marshall, Texas, United States. Specializing in providing expert legal services, the firm is known for its dedication to client success and commitment to delivering top-notch legal representation. With a team of experienced lawyers, Moseley & Lester Law Firm offers a wide range of legal services to meet the diverse needs of their clients. Whether you are in need of assistance with personal injury cases, family law matters, or business disputes, the skilled attorneys at Moseley & Lester Law Firm are here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
Malley Law Firm, PLLC
Malley Law Firm, PLLC is a renowned law firm located at 1485 Wellington Circle in Beaumont, Texas, specializing in personal injury, family law, and business law cases. Led by nationally renowned and board-certified trial attorney Tony Malley, the firm is known for its exceptional track record and dedication to fighting for its clients every step of the way. When compromise won't cut it, trust Tony Malley to handle your case with expertise and determination. With a focus on personal injury cases, the firm operates on a contingency fee basis, ensuring that clients only pay if their claim is successfully compensated.
Buzbee Law Firm
Buzbee Law Firm is a reputable legal institution located at 107 East Hiram Street in Atlanta, Texas, United States. With a team of experienced attorneys, the firm specializes in providing high-quality legal services to clients in various practice areas. Whether you are facing a personal injury case, need assistance with a family law matter, or require representation in a criminal defense case, Buzbee Law Firm is committed to advocating for your rights and achieving the best possible outcome for your legal situation. Contact them today for a consultation to discuss your legal needs.
Truelove Law Firm, PLLC
Truelove Law Firm, PLLC is a reputable legal institution located at 100 West Houston Street in Marshall, Texas, United States. With a team of experienced and dedicated attorneys, Truelove Law Firm specializes in various areas of law including criminal defense, family law, personal injury, and estate planning. Clients can expect personalized attention and expert legal representation to help navigate through their legal matters. Whether you are facing a criminal charge, going through a divorce, or need assistance with estate planning, Truelove Law Firm is committed to providing top-notch legal services to meet your needs. Contact them today for a consultation.
Elliott Mark K
Elliott Mark K is a prestigious law firm located at 625 Sam Houston Street in New Boston, Texas, United States. Our team of highly skilled lawyers at Langdon Davis is dedicated to providing top-quality legal representation in a wide range of practice areas. We are proud to have been recognized by Super Lawyers®, a prestigious peer review attorney rating service, for our exceptional ethical conduct and professional competence. Attorney Brent Langdon, a member of the Million Dollar Advocates Forum and a Board Certified Family Law Specialist, leads our team of experienced litigators. With over twenty five years of experience, Mr. Langdon and his partner Kyle Davis are well-respected in the Texas and Arkansas court systems. Our attorneys are active members of various professional organizations and are committed to serving the residents of Texarkana, New Boston, and surrounding communities.
Eckhart Brandon
Eckhart Brandon is a prestigious law firm located at 625 Sam Houston Street in New Boston, Texas, United States. Specializing in various practice areas, our team of skilled lawyers at Langdon Davis is dedicated to providing high-quality legal representation to clients in the Texarkana area. With a commitment to excellence, our firm has been recognized by Super Lawyers®, a peer review attorney rating service that only selects 5 percent of attorneys in the state. Attorney Brent Langdon, a proud member of the Million Dollar Advocates Forum and a Board Certified Family Law Specialist, leads our team of experienced litigators who have a deep understanding of the Texas and Arkansas court systems. Our attorneys, including Kyle Davis and Nick Newton, are members of several professional organizations and are well-respected in the legal community. Whether you need assistance with estate planning, real estate matters, or litigation, our team is here to help. We pride ourselves on serving the residents of Texarkana, New Boston, and surrounding communities with personalized legal services tailored to meet their individual needs. Contact us today for expert legal representation in Texas or Arkansas.
Wilson & Jones
Wilson & Jones is a reputable law firm located at 119 West Houston Street in Sherman, Texas. Our team of experienced and dedicated lawyers provide a wide range of legal services to clients in the area. Whether you are in need of assistance with personal injury cases, family law matters, or criminal defense, our knowledgeable attorneys are here to help. With a commitment to excellence and a track record of success, Wilson & Jones is the go-to institution for all your legal needs in Sherman, Texas.
PsychPlus Dallas Psychiatrist
Welcome to PsychPlus Dallas Psychiatrist Address: 7502 Greenville Ave, Dallas, TX 75231, United States
Clear Choice DNA and Lab Testing
Welcome to Clear Choice DNA and Lab Testing, your trusted partner in providing comprehensive and reliable testing services in Houston, Texas. Conveniently located at 11011 Richmond Ave. Ste. 711, our facility offers a range of professional services tailored to meet the needs of individuals, families, and businesses alike. At Clear Choice, we specialize in DNA and lab testing that encompasses a variety of applications. Whether you are seeking paternity testing, ancestry analysis, or health-related screenings, our state-of-the-art laboratory and experienced team ensure accurate and confidential results. We understand the importance of these tests in making informed decisions for your personal, legal, or financial matters.
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