TOP 30 Best Personalized legal service in Houston, Texas
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Kellan Caldwell - Thrivent
Kellan Caldwell - Thrivent is a finance institution located at 5600 Northwest Central Drive, Houston, Texas, United States. With licenses in multiple states including AL, CA, CO, CT, FL, GA, IN, KS, MD, MO, NY, OK, OR, PA, TN, TX, UT, VA, and WA, we offer personalized financial planning services to help you achieve your life goals. Our team of experienced professionals will work with you to create a customized plan that aligns with your values and aspirations. We provide guidance on insurance, investments, and financial planning, helping you navigate the complexities of the financial world. Thrivent does not offer legal, accounting, or tax advice, but we can refer you to professionals who can help. Our goal is to see you succeed and make your dreams a reality. Contact us today to start your financial journey with Kellan Caldwell - Thrivent.
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 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 NANCY NGUYEN
Merrill Lynch Financial Advisor NANCY NGUYEN, located at 2800 Post Oak Boulevard, Houston, Texas, United States, is dedicated to managing your wealth by understanding your full financial picture. With access to investment insights from Merrill and banking solutions from Bank of America, Nancy Nguyen can help create a personalized strategy tailored to your goals and priorities. Through Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your aspirations and focused on what you want to achieve. Nancy Nguyen believes in the importance of building relationships through conversations to identify and prioritize your goals, whether it be planning for retirement, saving for a home, or funding a child's education. As a Merrill Lynch Wealth Management Advisor, Nancy Nguyen focuses on what matters most to you - your family, goals, and priorities. By getting to know you personally, she can design and implement a customized plan to help you pursue financial goals while managing investment risk. By regularly reviewing your progress and adjusting your financial approach as needed, Nancy Nguyen aims to help you stay on track to achieve what's most important to you.
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 Aurelia Detwiler
Merrill Lynch Financial Advisor Aurelia Detwiler, located at 800 Capitol Street, Houston, Texas, United States, offers personalized wealth planning and banking solutions through Bank of America. With 24 years of experience in the financial services industry, Aurelia and her team provide one-on-one collaboration to help clients achieve their financial goals. Specializing in corporate benefit programs, including equity compensation and retirement plans, Aurelia can assist corporate executives in integrating their benefits into a long-term financial strategy. The institution follows the Merrill tradition of community involvement and offers the Merrill Personal Wealth Analysis™ to create customized financial plans tailored to individual goals and priorities. By utilizing the Investment Personality Assessment and staying informed about changes in clients' lives, Aurelia helps clients navigate the complexities of the financial markets and achieve their long-term objectives. With access to investment insights and banking solutions, the institution focuses on helping clients manage, grow, and preserve their wealth while addressing fluctuations in the market. The institution is registered to do business in multiple states and offers a range of services, including retirement planning and investment strategies. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Aurelia Detwiler is dedicated to helping clients live their best financial life.
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.
Merrill Lynch Financial Advisor Kristin Haynes
Merrill Lynch Financial Advisor Kristin Haynes is a finance institution located at 17225 El Camino Real, Houston, Texas, United States. Kristin Haynes specializes in managing wealth by creating flexible strategies tailored to individual financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Kristin helps clients pursue their financial aspirations through personalized wealth management strategies. Kristin Haynes follows the Merrill tradition of community involvement, volunteering with organizations in the local area. The institution offers a personalized wealth analysis to build a customized plan centered on individual goals. By understanding clients' financial personalities and goals, Kristin designs and implements plans to help manage, grow, and preserve wealth for the future.
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.
Larry Jacobs, Family Office Advisor And Attorney
Larry Jacobs, Family Office Advisor and Attorney, is a reputable institution located at 11 East Greenway Plaza in Houston, Texas, United States. Specializing in accounting, finance, and legal services, our team of experts is dedicated to providing tailored solutions for individuals and families seeking comprehensive wealth management strategies. With a focus on personalized attention and a commitment to excellence, we strive to help our clients achieve their financial goals and protect their assets for future generations. Trust Larry Jacobs, Family Office Advisor and Attorney, to provide you with the guidance and support you need to secure your financial future.
Jay W. Dale, CPA and Attorney
Jay W. Dale, CPA and Attorney is a reputable institution located at 3334 Richmond Avenue in Houston, Texas, United States. Specializing in accounting, finance, and legal services, the institution offers expert advice and assistance in various financial and legal matters. With a team of experienced professionals, including certified public accountants and attorneys, clients can expect top-notch service and personalized solutions to meet their specific needs. Whether you are in need of tax preparation, financial planning, or legal representation, Jay W. Dale, CPA and Attorney is dedicated to providing quality and reliable services to help you achieve your goals.
D & G Bhatia Family Partnership
The D & G Bhatia Family Partnership is a health institution located at 800 Peakwood Drive in Houston, Texas, United States. Our dedicated team of healthcare professionals is committed to providing high-quality medical care and personalized attention to all of our patients. With a focus on holistic wellness and preventative care, we strive to promote the overall health and well-being of our community. Visit us today and experience the difference that compassionate and comprehensive healthcare can make in your life.
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.
LRC & Associates, PLLC
LRC & Associates, PLLC is a reputable law firm located at 12505 Memorial Drive in Houston, Texas. Our team of experienced attorneys specializes in a wide range of legal services including business law, estate planning, real estate law, and more. We are dedicated to providing our clients with top-notch legal representation and personalized attention to help them achieve their goals. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
Cover Fast Tax
Cover Fast Tax is a trusted institution located in Houston, Texas, specializing in accounting, finance, and legal services. Our team of experts understands the importance of maximizing your tax return and ensuring your financial success. Whether you need assistance with tax preparation, financial planning, or legal advice, we have the resources and expertise to guide you through the process. Our convenient location at 8300 Cypress Creek Parkway makes it easy for clients to access our services. With a commitment to professionalism and efficiency, Cover Fast Tax is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can assist you with your tax and financial needs.
Ubernosky & Associates, LLC
Ubernosky & Associates, LLC is a full-service accounting and finance firm located at 820 Gessner Road in Houston, Texas. Our team of qualified professionals is dedicated to providing the highest caliber of professional service to meet all of our clients' tax and accounting needs. We specialize in serving small to mid-size businesses, individuals, and fiduciaries nationwide with a diverse set of accounting and compliance needs. At Ubernosky & Associates, we understand that our clients' needs are constantly evolving. That's why we maintain continuous communication with each client to ensure that we are always available when they need us. Our proactive approach to financial planning and compliance helps our clients reduce uncertainty and make informed decisions throughout the year.
Resolve Tax
Resolve Tax is a leading institution located at 11811 North Freeway in Houston, Texas, United States. Specializing in accounting, finance, and legal services, Resolve Tax is dedicated to helping individuals and businesses navigate the complex world of taxes. Our team of experienced professionals work diligently to provide personalized solutions and expert guidance to ensure clients achieve their financial goals. Whether you need assistance with tax preparation, planning, or resolution, Resolve Tax is here to provide the support and expertise you need to succeed.
Spain Price Reader & Thompson
Spain Price Reader & Thompson is a prestigious institution located at 5300 Memorial Drive in Houston, Texas. With a strong reputation for excellence in the legal field, the firm offers a wide range of services including litigation, corporate law, real estate, and more. Their team of experienced attorneys is dedicated to providing top-notch legal representation and personalized attention to each client. Whether you are in need of legal advice for your business or personal matters, Spain Price Reader & Thompson is committed to helping you navigate the complexities of the legal system with skill and expertise.
The Law Office of Joshua Booker
The Law Office of Joshua Booker is a trusted and experienced legal institution located at 801 Travis Street in Houston, Texas. Specializing in accounting, finance, and legal services, our team of skilled lawyers is dedicated to providing top-notch representation and guidance to our clients. With a strong commitment to excellence and professionalism, we strive to achieve the best possible outcomes for those in need of legal assistance. Contact us today to schedule a consultation and see how we can help you with your legal needs.
Bunch Patricia
Bunch Patricia is a reputable institution located at 5615 Kirby Drive in Houston, Texas, United States. Specializing in accounting, finance, and legal services, Bunch Patricia offers expert advice and guidance to clients in need of financial and legal assistance. With a team of experienced professionals, the institution is dedicated to providing high-quality services and personalized solutions to meet the unique needs of each client. Whether you are seeking assistance with tax preparation, financial planning, or legal representation, Bunch Patricia is the trusted choice for all your accounting, finance, and legal needs.
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.
Matuska Ryan
Matuska Ryan is a reputable law firm located at 1233 Nederland Avenue in Nederland, Texas. With a team of experienced and dedicated lawyers, Matuska Ryan provides a wide range of legal services to clients in the United States. Whether you are in need of legal advice, representation in court, or assistance with complex legal matters, Matuska Ryan is committed to providing top-notch legal services tailored to meet your specific needs. Trust Matuska Ryan for professional and reliable legal assistance.
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.
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.
Nearby cities:
- San Antonio
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- El Paso
- Lubbock
- Arlington
- Katy
- Amarillo
- Laredo
- Spring
- Dallas
- McAllen
- Brownsville
- Irving
- Sugar Land
- Denton
- Round Rock
- Midland
- Cypress
- Grand Prairie
- Beaumont
- Pearland
- Edinburg
- Humble
- Harlingen
- Georgetown
- Mission
- Texarkana
- Lewisville
- Cedar Park
- The Woodlands
- Richmond
- Wichita Falls
- Frisco
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