TOP 30 Relationships expert in Houston, Texas

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ocated in Houston, Texas, the Merrill Lynch Financial Advisor Kyle R Kelley institution at VMT Wealth Management is dedicated to providing an exceptional client experience in finance. With a focus on wealth planning, strategy, and investment management, the team at VMT is committed to exceeding client expectations and advancing their best outcomes. Ranked #1 on the Forbes "America's Top Wealth Management Teams High Net Worth" lists for 2022 and 2023, the institution takes a unique approach by utilizing a team of three professionals to serve each client, including a financial advisor, relationship manager, and administrative associate. With a process of disciplined advice and guidance rooted in portfolio management techniques used by large institutional investors, VMT aims to create customized financial strategies tailored to each client's goals and priorities. Recognized by top industry publications, the team at Merrill Lynch Financial Advisor Kyle R Kelley is dedicated to providing personalized service and building strong client relationships based on trust and personalized service. With a focus on helping clients achieve their goals through personalized investment approaches, the institution is committed to putting clients first and guiding them towards financial success.

Edward Jones - Financial Advisor: Steve Heller is a reputable finance institution located at 800 Rockmead Drive in Houston, Texas, United States. As a financial advisor, Steve Heller provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships and providing expert financial advice, clients can trust Edward Jones - Financial Advisor: Steve Heller to guide them towards financial success.

Edward Jones - Financial Advisor: Daniel F Stell, AAMS™ is a trusted financial institution located at 1616 Clear Lake City Boulevard in Houston, Texas, United States. Specializing in personalized financial planning and investment strategies, Daniel F Stell, AAMS™ offers expert guidance to help clients achieve their financial goals. With a commitment to exceptional service and a focus on building long-term relationships, Edward Jones is dedicated to helping individuals and families secure their financial futures. Contact Daniel F Stell, AAMS™ today for a comprehensive financial consultation.

UBS Financial Services Inc., located at 5075 Westheimer Road in Houston, Texas, is a leading finance institution dedicated to helping clients achieve their financial goals. The institution believes in optimizing tech exposure, seeking durable income, and diversifying across asset classes, regions, and sectors. With a commitment to understanding what wealth means for each individual, UBS offers expertise and finely crafted financial advice tailored to each client's unique needs. Whether you are planning for today, tomorrow, or generations to come, UBS can help you create a comprehensive wealth strategy that supports you in every stage of life. The institution's experts can help you navigate the markets, economy, trends, and investor mindset to stay ahead of the curve.

Merrill Lynch Financial Advisor Jared Holden, located at 800 Capitol Street, Houston, Texas, is a renowned institution in the finance industry. The team at Merrill Lynch is dedicated to providing exemplary client service, setting the standard for excellence in the field. Recognized by prestigious publications such as Forbes and Barron's, Merrill Lynch Financial Advisor Jared Holden is committed to building strong client relationships based on trust and personalized service. With the global resources of Merrill Lynch at their disposal, the team is comprised of talented and experienced individuals who strive to meet the unique needs of each client. Rankings and recognition from industry leaders highlight the expertise and dedication of Merrill Lynch Financial Advisor Jared Holden and their team, making them a trusted choice for financial advice and wealth management.

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.

Merrill Lynch Private Wealth Advisor William Leven, located at 800 Capitol Street in Houston, Texas, offers personalized financial services supported by the global capabilities of a leading financial institution. With a focus on a limited number of clients, the team provides tailored attention to all aspects of your financial life, both now and for future generations. Through industry-leading research and expert analysis, they aim to help you stay ahead and achieve your financial goals. The team, led by Private Wealth Investment Management Specialist Anthony Hoff, develops customized financial strategies to meet your cash flow needs and goals based on your risk tolerance and timeframes. They are committed to providing highly personalized one-on-one service, gaining a deep understanding of your goals and helping you develop a multigenerational wealth strategy.

Merrill 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.

Edward Jones - Financial Advisor: Jay Joiner is a reputable finance institution located at 19100 West Lake Houston Parkway in Humble, Texas, United States. Jay Joiner is a highly skilled and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or create a comprehensive financial strategy, Jay Joiner can provide personalized guidance and expert advice. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jay Joiner is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

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.

Jonathan Hoyme - Thrivent is located at 700 Rockmead Drive in Houston, Texas, United States. As a finance institution, we are known as Awaken Wealth Partners, dedicated to inspiring intentionality in financial planning. Our team of expert partners is committed to helping you set and achieve your financial goals at every stage of life. We offer wealth management services through Thrivent Advisor Network, LLC, a registered investment adviser. Our Certified Financial Planner professionals are here to guide you through your financial journey, providing services such as financial planning, investment management, and more.

Edward Jones - Financial Advisor: Karen Hollingsworth is a reputable finance institution located at 2563 Bay Area Boulevard in Houston, Texas, United States. With a focus on providing personalized financial planning and investment services, Karen Hollingsworth and her team strive to help clients achieve their financial goals and secure their financial future. With a strong emphasis on building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert advice and guidance in navigating the complexities of the financial world.

Merrill Lynch Financial Advisor Madison Spahr is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, they focus on providing straightforward guidance and prudent choices to build lasting wealth for their clients. With over 210 years of collective industry experience and managing over 3 billion in client assets, their team of experts serves a select group of individuals, including CEOs, entrepreneurs, and executives. They offer personalized support, strategic asset allocation, and a focus on diversification to help clients achieve their financial goals. Meetings are held regularly to review performance and make adjustments as needed. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. Financial Advisor JJ, a graduate of the University of Houston, works with clients to create wealth management plans tailored to their goals. Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial futures, taking the time to understand their needs and values. Registered Wealth Management Client Associate Kate has been with Merrill Lynch since 2017, bringing a wealth of experience working with domestic and international clients. They offer banking services through Bank of America, N.A., and lending services to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Bill Smith, located at 17225 El Camino Real in Houston, Texas, is a finance institution dedicated to helping clients achieve their financial goals. The Smith Group prioritizes understanding each client's unique priorities and financial situation to create personalized retirement plans. With a focus on building strong client relationships based on trust and personalized service, the team at Merrill Lynch works collaboratively with clients to develop customized investment strategies. The institution offers a range of services, including personalized wealth management, investment analysis, and financial planning. By staying informed about changes in clients' lives and the financial markets, Merrill Lynch Financial Advisor Bill Smith aims to help clients stay on track to achieve their financial objectives. With years of experience and access to global resources, the team is committed to providing expert guidance and support to help clients navigate the complexities of their financial lives.

Edward Jones - Financial Advisor: Jacob V Zolman is a trusted financial institution located at 18455 West Lake Houston Parkway in Humble, Texas, United States. Specializing in personalized financial planning and investment services, Jacob V Zolman is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and transparency, Edward Jones - Financial Advisor: Jacob V Zolman is committed to providing top-notch financial advice and guidance to individuals and families in the Humble area.

Peace of Mind Services, located at 950 Echo Lane in Houston, Texas, is your go-to electrician store for all your electrical service and repair needs. Our licensed technicians are experts in diagnosing and repairing a variety of electrical systems, from new machine circuits to office LED lighting. We take pride in getting the job done right and ensuring your facility operates smoothly. Our dedicated team of customer-oriented electricians is committed to providing you with peace of mind. Whether you need electrical repairs, main panel changes, or home standby generators, you can count on Peace of Mind Services for quality service.

Roma Williams is a health institution located at 4801 Woodway Drive in Houston, Texas, United States. Our expert therapists specialize in supporting BIPOC and queer couples, individuals, and families virtually across Texas and in person in Houston. At Unload It Therapy, we believe in seeing the whole person and not just a label. Our therapists work closely with you as you navigate through thoughts, feelings, trauma, and more. We take an integrative approach to healing, incorporating all aspects of who you are to help you create the life you desire. Our BIPOC therapists provide personalized therapy that considers your personal history, cultural background, and interactions with society. We offer a non-judgmental space for clients to bring their whole selves and unload what no longer serves them. As an LGBTQIA2SP affirming practice, we specialize in helping professionals deal with relationship challenges. We are committed to providing individualized care and high-quality therapeutic services to empower our clients to forge healthy relationships and live fulfilling lives. Our goal is to create a safe and supportive environment for clients to process, explore, and expand their self-awareness. Whether you're seeking therapy for couples, individuals, or families, our therapists are here to help you navigate life transitions, develop coping mechanisms, and strengthen relational bonds. You can unload what is weighing you down and move forward with the life and relationships you desire. We currently offer in-person therapy in Houston and virtual therapy across Texas. We are now in network with Cigna and Aetna insurances, and offer packages that save over 15% for cash payments. Congratulations on starting this process, we look forward to speaking with you soon.

Chris Grimes, LCSW is a health institution located at 2211 Norfolk Street in Houston, Texas, United States. As a Licensed Clinical Social Worker, Chris Grimes provides expert mental health services to individuals, families, and groups in need. With a compassionate and client-centered approach, Chris Grimes, LCSW offers counseling, therapy, and support to help clients navigate life's challenges and achieve their wellness goals. Whether you are struggling with anxiety, depression, trauma, or relationship issues, Chris Grimes is dedicated to providing personalized care and empowering clients to lead happier and healthier lives.

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.

Popular Multiservices is a comprehensive financial institution located at 5727 Rampart Street in Houston, Texas. Specializing in accounting, finance, and insurance services, our team of experts is dedicated to providing top-notch solutions for all your financial needs. Whether you're looking for tax preparation, investment advice, or insurance coverage, Popular Multiservices is here to help. With a commitment to excellence and personalized service, we strive to exceed our clients' expectations and build long-lasting relationships. Visit us today and let us assist you in achieving your financial goals.

Glass George S MD is a reputable institution located at 1206 Sienna Hill Drive in Houston, Texas, United States. Dr. Glass is a Board Certified psychiatrist, addictionologist, and forensic psychiatric expert with over 40 years of experience in the field. He believes that every patient deserves to be treated with respect and honesty. Dr. Glass is dedicated to providing competent and capable care to his patients. He takes the time to understand their problems and discuss solutions in a language they can easily comprehend. Whether you are seeking treatment or a second opinion, Dr. Glass can help you understand your options and make informed decisions about your health.

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.

ABIP CPA is a leading accounting and finance institution located at 7809 Broadway in San Antonio, Texas, United States. Our core function is to help build the value of your organization, whether it be increasing profitability for business clients or ensuring regulatory compliance for government agencies. We take the time to understand your goals and customize a strategy unique to your objectives, utilizing accounting, tax, and financial reporting to successfully manage your organization. Our professionals offer a variety of assurance, tax, accounting, and specialized solutions tailored to your specific needs. With a mission to help our clients accomplish their goals, we provide quality accounting, audit, tax, and related professional services. Our leadership team's diverse experience ensures we deliver the results you need, whether it be evaluating your tax position, providing technical assistance for transactions, or offering support for financial issues.

My Tax Resource is an accounting and finance institution located at 7075 Farm to Market 1960 Road West in Houston, Texas, United States. With over 25 years of tax-related experience, founders Michelle Garcia Jordan and Nara Brice are dedicated to providing valuable, personal, and affordable services to individuals seeking tax help. My Tax Resource aims to build long-lasting relationships in the tax world and beyond. Whether you need help filing your tax return, managing your finances, starting a business, or processing payroll, My Tax Resource is here to assist you. Our top-rated consultants offer expert guidance and support to ensure your financial matters are handled with care and efficiency. Don't stress about tax season - let My Tax Resource take care of all your tax-related needs with compassion and excellence. Contact us today to learn more about our services and how we can help you achieve financial success.

Platinum Tax Management is a privately-owned tax management firm located in The Woodlands, Texas, serving affluent clients in the Greater Houston area and nationwide. Our team of trained tax specialists is dedicated to providing professional, fast, and friendly service to help individuals and families make sense of their financial situations and plan for the future. We prioritize customer service and strive to build long-term relationships with hardworking, self-made individuals who need assistance with their taxes. At Platinum Tax Management, we understand the complexities of today's tax laws and aim to maximize deductions and credits for our clients. Our services include tax preparation, tax management, and personalized wealth strategy guidance to help clients achieve financial independence. Whether you are an active real estate professional or looking to utilize the 20% pass-through deduction, our team is here to help you navigate the complexities of tax obligations and investments.

Wise James a CPA is a trusted accounting and finance institution located at 12345 Jones Road, Houston, Texas, United States. Specializing in serving small and mid-size businesses, we act as the accounting and financial department for our clients. Our team is dedicated to providing personalized services to meet your specific needs, ensuring that you feel like our only customer. With a focus on building trust and strong relationships, we offer a range of services including basic and professional monthly, quarterly, and yearly accounting and tax services. Mr. Wise, who received his CPA license in 1976, leads our team with expertise in general accounting, compilation, review, and audit services. We have also been approved by The American Institute of Certified Public Accountants for the quality review of our accounting and auditing services. As our clients' financial needs evolve, we adapt by offering a variety of services such as compilation, review, and audited financial statements.

TruTaXX Solutions LLC is a professional accounting and finance institution located in Houston, Texas, United States. We offer a comprehensive Tax Course that teaches students how to prepare individual tax returns from start to finish. Our experienced tax preparers have extensive knowledge of tax laws and are dedicated to educating clients while filing their taxes. We provide income tax preparation services for clients across the USA, with convenient options for delivery, pick up, and drop off of tax-related documentation. Our goal is to develop personal relationships with each client, identify potential tax deductions, and provide tax guidance for future years. We prioritize honesty, trustworthiness, and experience in our team of tax preparers. We value our clients and offer a referral program as a thank you for their continued support. Visit us at 480 Sam Houston Parkway E Suite #355 or contact us to learn more about our services.

One World Multi-Services is a comprehensive financial institution located at 12740 Woodforest Boulevard in Houston, Texas. As a one-stop shop for all your accounting, finance, and insurance needs, we provide expert guidance and personalized solutions to help individuals and businesses achieve their financial goals. Our experienced team is dedicated to providing top-notch service and building long-lasting relationships with our clients. Whether you need assistance with tax preparation, investment planning, or insurance coverage, One World Multi-Services is here to help you navigate the complex world of finance with ease and confidence. Visit us today to experience the difference our expertise can make in your financial future.

Affinity Tax & Multi Services is a finance institution located at 9001 Airport Boulevard in Houston, Texas, United States. Specializing in tax preparation and a range of financial services, our dedicated team of professionals is committed to providing personalized assistance to individuals and businesses alike. With a focus on building long-lasting relationships with our clients, we strive to help them navigate the complexities of the financial world with ease and confidence. Visit us today to experience the expertise and personalized service that sets us apart.

Outdoor Elements Texas is a general contractor located at 10707 Sharmon Road in Houston, Texas. Specializing in custom pool building, outdoor living spaces, landscape design, commercial landscaping, outdoor kitchens, and covered patios, we offer a wide range of services to transform your outdoor space. With low interest rates and special financing options available, now is the perfect time to invest in your backyard project. Our team has strong relationships with local lenders who are experts in pool and home improvement financing, making the process easy and stress-free for you.