TOP 30 Retirement planning for seniors in Katy, Texas
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Senior Health & Retirement Solutions
● OpenSenior Health & Retirement Solutions is a leading health and insurance agency located in Katy, Texas. We specialize in providing tailored solutions for seniors to ensure they have access to the best healthcare options and retirement plans. Our experienced team is dedicated to helping seniors navigate the complex world of health insurance and retirement planning. Visit us at 2717 Commercial Center Boulevard to learn more about how we can help you secure a healthy and happy future.
2717 Commercial Center Blvd Ste E200, Katy, TX 77494, United States -
Right Decision Financial Planning
● ClosedRight Decision Financial Planning, located at 7043 Terrece Ridge in Katy, Texas, has been providing independent fiduciary investment services since 2002. As a Registered Investment Adviser (RIA), we are held to the highest standard of client care, always putting our client's interests first and fully disclosing any potential conflicts of interest. Unlike traditional advisors, we do not directly hold customer funds or securities, instead, the client's assets are held at their chosen custodian for safekeeping. Our services include investment advisory and financial planning, with a focus on structuring prudent fiduciary processes around planning and investment management. We monitor our clients' progress on an ongoing basis and meet with them at least annually to discuss their financial goals. We work with most major custodians, offering our clients the flexibility to choose the custodian that best suits their needs.
7043 Terrace Ridge, Katy, TX 77494, United States -
Houston Retirement Guy
● OpenHouston Retirement Guy is a leading finance and insurance agency located at 9432 Katy Freeway in Houston, Texas. Our dedicated team of experts is committed to helping individuals and families plan for a secure and comfortable retirement. With a focus on personalized service and tailored solutions, we strive to provide our clients with peace of mind and financial security for their golden years. Contact us today to learn more about how we can help you achieve your retirement goals.
9432 Katy Fwy Main Lobby, Houston, TX 77055, United States -
Solea Cinco Ranch
● ClosedSolea Cinco Ranch is a premier senior living community located at 25500 Westheimer Parkway in Katy, Texas. Our luxurious facility offers a range of amenities and services designed to cater to the needs and preferences of our residents. From spacious apartments and gourmet dining options to a vibrant social calendar and personalized care plans, Solea Cinco Ranch provides a comfortable and enriching environment for seniors to enjoy their retirement years. Come experience the beauty and tranquility of our community and see why Solea Cinco Ranch is the perfect place to call home.
25500 Westheimer Pkwy, Katy, TX 77494, United States -
The Handley Law Office PLLC
● OpenThe Handley Law Office PLLC, located at 633 East Fernhurst Drive in Katy, Texas, is a trusted institution specializing in legal services. With a commitment to treating clients like family, they offer in-home consultations and flexible appointment times to ensure convenience and comfort. The team at The Handley Law Office listens compassionately to each client's story in order to create a comprehensive plan for their family's future. Active in the community, The Handley Law Office provides speaking engagements and resources to groups, schools, churches, and retirement communities. Their expertise in Special Needs Planning and Elder Care Law sets them apart, making them uniquely qualified to assist families facing these challenges. Services offered include Estate Planning, Probate, Guardianship, Trusts, and more.
633 E Fernhurst Dr Ste. 1402, Katy, TX 77450, United States -
First Harbor Group LLC
● ClosedFirst Harbor Group LLC is a finance institution located at 9525 Katy Freeway in Houston, Texas. We specialize in providing financial expertise and guidance for employee benefits, retirement plans, and individual financial planning. Our team is dedicated to putting our clients on the path to financial success, offering securities through Kestra Investment Services, LLC and investment advisory services through Kestra Advisory Services, LLC. Elizabeth Ramsey, our Benefits Coordinator, brings a wealth of knowledge and dedication to our team. With a bachelor's degree from the University of Houston, Elizabeth is committed to building solid relationships with clients and providing exceptional service. Rosie Orozco, our Operations Coordinator and Office Administrator, ensures that our office runs smoothly and efficiently, promoting a positive and high-performance culture.
9525 Katy Fwy Ste 210, Houston, TX 77024, United States -
Victor Israel - Financial Advisor, Ameriprise Financial Services, LLC
● OpenVictor Israel - Financial Advisor at Ameriprise Financial Services, LLC, located at 9821 Katy Freeway in Houston, Texas, is dedicated to helping clients achieve their financial goals. With a focus on providing personalized advice and guidance, Victor Israel offers a range of financial planning services tailored to each client's individual needs. As a registered advisor with FINRA, Victor Israel is committed to upholding the highest standards of professionalism and integrity. Whether you are looking to plan for retirement, invest in the stock market, or simply secure your financial future, Victor Israel is here to help. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
9821 Katy Fwy Ste 840, Houston, TX 77024, United States
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