Secure tax service for tax management in Houston, Texas
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iscential
● ClosedIscential is a premier independent insurance agency located at 2322 North Veterans Boulevard in Eagle Pass, Texas. With headquarters in Houston, TX and locations throughout the United States, we offer insurance solutions for individuals, families, and businesses. Our focus is on risk management, ensuring that our clients are protected from potential losses. We believe in challenging the status quo and always put our clients' interests first. With over 140 different insurance companies to work with, we provide customized options tailored to your specific needs. Our in-house client service team ensures a smooth customer experience. Iscential is licensed in over 35 states, allowing us to properly serve clients nationwide. Our dedicated agents work with you to understand your risks and explain coverage options in a clear and transparent manner. We strive to provide peace of mind by helping you make informed decisions about your insurance needs. Whether you need coverage for your car, home, business, or personal assets, Iscential has a solution for you. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Our services are available to individuals residing in Texas, Louisiana, Pennsylvania, and Alabama. Contact Iscential today to protect your most valuable assets.
2322 N Veterans Blvd #2, Eagle Pass, TX 78852, United States -
Rogers Financial Agency
● ClosedRogers Financial Agency is a comprehensive financial institution located at 6235 McHard Road in Houston, Texas. Our services include accounting, finance, health, and insurance agency services. With a team of experienced professionals, we are dedicated to providing personalized and efficient solutions to help our clients achieve their financial goals. Whether you are looking for assistance with tax preparation, investment planning, health insurance, or any other financial needs, Rogers Financial Agency is here to help. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
6235 McHard Rd #300, Houston, TX 77053, United States -
Western & Southern Life Insurance Company
● ClosedWestern & Southern Life Insurance Company, located at 1616 South Voss Road in Houston, Texas, is a trusted insurance agency that offers a wide range of products to help you plan for your financial future. Whether you are looking for life insurance, retirement planning, or investment options, our team of experts is here to provide personalized guidance and solutions tailored to your specific needs. Explore our financial tools, educational articles, and interactive calculators to gain a better understanding of your financial goals and learn more about family finances and money management. With Western & Southern Life, you can feel more confident about your personal finances and work towards achieving your dreams.
1616 S Voss Rd Suite 500, Houston, TX 77057, United States -
Granite Harbor Advisors
● ClosedGranite Harbor Advisors is a finance and insurance agency located at 10603 West Sam Houston Parkway North, Houston, Texas, United States. Our office has recently moved to a new location at 10603 W. Sam Houston Parkway N. Ste. 450, Houston, TX 77064. We specialize in providing tailored financial planning, wealth management, and life insurance solutions for successful individuals and families. As a full-service financial advisory firm, we focus on organizing and optimizing our clients' entire financial picture so they can spend more time doing what they enjoy. Our principled approach to financial planning combines expert advice, dedicated service, and a well-defined investment philosophy to deliver results for our clients.
10603 W Sam Houston Pkwy N Ste. 450, Houston, TX 77064, United States -
Albert Diaz - Financial Professional
● ClosedAlbert Diaz - Financial Professional is a trusted institution located at 1980 Post Oak Boulevard in Houston, Texas. As a finance and insurance agency, we offer a wide range of services to help our clients achieve their financial goals and protect their assets. Our team of experts is dedicated to providing personalized solutions tailored to each individual's needs. Whether you are looking to invest for the future, plan for retirement, or secure your family's financial future, Albert Diaz - Financial Professional is here to help. Contact us today to schedule a consultation and take the first step towards financial security.
1980 Post Oak Blvd Suite 341, Houston, TX 77056, United States -
Keystone Advisors
● ClosedKeystone Advisors is a leading health insurance agency located at 2869 South Richey Street in Houston, Texas. Our team of experienced advisors is dedicated to helping individuals and families find the best health insurance coverage to meet their needs. Whether you are looking for a new plan or wanting to explore your options, Keystone Advisors is here to provide personalized guidance and support. Contact us today to schedule a consultation and take the first step towards securing your health and well-being.
2869 S Richey St, Houston, TX 77017, United States -
Jeff Gilbert - State Farm Insurance Agent
● ClosedJeff Gilbert - State Farm Insurance Agent is a trusted insurance agency located at 8045 Farm to Market 359 in Fulshear, Texas, United States. As the Houston Livestock Show and Rodeo begins, we understand the importance of insurance in the world of rodeo and beyond. Just like the brave cowboys and cowgirls in the arena, we know that life can be unpredictable. That's why having the right insurance coverage is essential to protect yourself and your loved ones. Driving on rural roads may seem safe and relaxing, but they are shared with farm vehicles and come with risks. We provide tips to help you stay safe while driving in the country. If you have a furry friend in your life, we can help you choose the right leash, collar, or harness for them. We also offer guidance on rental car insurance options and advise you on whether additional coverage is necessary.
8045 FM359 Ste 111, Fulshear, TX 77441, United States -
Kyle Lindner - State Farm Insurance Agent
● ClosedKyle Lindner - State Farm Insurance Agent is a trusted insurance agency located at 430 South Mason Road in Katy, Texas, United States. Our office is conveniently located behind Canes in the Fed EX/Leslie Pool Shopping Center, just south of Chase Bank. Our team is dedicated to helping you identify security risks in your connected smart home and providing tips on how to secure your devices and network. We also offer advice on safe driving on rural roads and setting up special needs trusts to care for your loved ones.
430 S Mason Rd #112, Katy, TX 77450, United States -
Lindsey Kauffman - State Farm Insurance Agent
● ClosedLindsey Kauffman State Farm Insurance Agent, located at 8111 Ashlane Way in The Woodlands, Texas, is dedicated to providing personalized insurance solutions to meet the unique needs of each customer. Lindsey Kauffman, a Florida native and graduate of Florida International University, leads the team with a focus on protecting what matters most to you - your family, home, autos, and income. With a variety of Life Insurance options available, including coverage with no medical exam, Lindsey Kauffman State Farm is committed to helping you prepare for the future. Serving The Woodlands, Conroe, Spring, Montgomery, Houston, and surrounding areas, the agency offers a range of insurance products, including Auto Insurance, Homeowners Insurance, Renters Insurance, Life Insurance, and Business Insurance. With a team of licensed insurance professionals, Lindsey Kauffman State Farm is dedicated to helping customers manage today and prepare for tomorrow.
8111 Ashlane Way Ste 115, The Woodlands, TX 77382, United States -
The Soto Agency
● ClosedThe Soto Agency is a comprehensive financial services institution located at 7610 Kempwood Drive in Houston, Texas. Specializing in accounting, finance, insurance, and real estate services, our team of experienced professionals is dedicated to providing top-notch assistance to clients in managing their financial needs. Whether you are looking to file taxes, secure insurance coverage, invest in real estate, or plan for your financial future, The Soto Agency is here to help. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.
7610 Kempwood Dr B, Houston, TX 77055, United States -
Western & Southern Life - Elliot Howard
● ClosedWestern & Southern Life - Elliot Howard is an insurance agency located at 1616 South Voss Road, Houston, Texas, United States. Ready to help you plan for your financial future, they offer a variety of products to meet your needs. With personalized guidance and solutions tailored to your specific situation, they can assist with family finances, life insurance, and money management. Their commitment to your success is evident through their comprehensive rewards package and world-class training opportunities. As a member of Western & Southern Financial Group, they provide high-quality products and services to help you achieve your financial goals.
1616 S Voss Rd Suite 500, Houston, TX 77057, United States -
Kyle Miller - State Farm Insurance Agent
● ClosedKyle Miller - State Farm Insurance Agent is located at 7930 Broadway Street in Pearland, Texas. Kyle, originally from Inglewood, CA, has deep roots in Houston and is dedicated to serving the local community. With a background in sales and a passion for helping others, Kyle and his team are committed to providing exceptional insurance services to clients in Pearland, Houston, Pasadena, Brazoria County, Fort Bend County, and Harris County. At Kyle Miller - State Farm Insurance Agent, customers can find coverage for auto, fire, life, and health insurance needs. The team is focused on managing everyday risks and helping clients recover from unexpected events. They strive to create a culture of transparency, family, and community service, ensuring that each client receives personalized attention and expert guidance.
7930 Broadway St #106, Pearland, TX 77581, United States -
Tiffany Jones - State Farm Insurance Agent
● ClosedTiffany Jones - State Farm Insurance Agent is a well-established insurance agency located at 110 Cypress Station Drive in Houston, Texas. Tiffany Jones, a native Chicagoan with over 20 years of experience with State Farm, leads the team of professionals who are dedicated to serving residents all over Houston and throughout Texas. Tiffany holds degrees from Fort Valley State University, Warner Southern University, and The American College, demonstrating her commitment to ongoing education and expertise in the insurance industry. As the seasons change and warmer temperatures approach, now is the perfect time to review your insurance coverage to ensure you are prepared for the months ahead. Whether you are in need of auto, renters, life, business, or commercial liability coverage, Tiffany Jones and her team are here to help. They also offer assistance with out-of-state transfers and are proud volunteers with the Houston Area Urban League and Houston Food Bank.
110 Cypress Station Dr Ste 173, Houston, TX 77090, United States -
Aitu Taube - State Farm Insurance Agent
● ClosedAitu Taube - State Farm Insurance Agent is a trusted insurance agency located at 2015 West 34th Street in Houston, Texas, United States. Situated next to the Valero station at the corner of W 34th St & Oak Forest Dr, our one-story white brick building is easily accessible. At our office, we believe in providing a personal touch to all our clients. Whether you are looking to insure your first apartment, your dream home, your vehicles, or secure your family's future with life insurance, our dedicated team will go above and beyond to meet your needs and make you feel welcome.
2015 W 34th St Ste D, Houston, TX 77018, United States -
Lien Solutions
● ClosedLien Solutions, located at 2929 Allen Parkway in Houston, Texas, is a part of Wolters Kluwer, a global provider of professional information, software solutions, and services for various industries. Specializing in clinical effectiveness, regulatory compliance, financial management, and legal research, Lien Solutions offers comprehensive tools and expert guidance to help companies meet their obligations and manage risks efficiently. With a focus on providing trusted technology and evidence-based solutions, Lien Solutions helps drive effective decision-making and outcomes in healthcare, finance, legal, and regulatory sectors. The institution offers nationwide searching and filing services for loan- and lease-related documentation, as well as innovative platforms like iLien Motor Vehicle for efficient lien management.
2929 Allen Pkwy #3300, Houston, TX 77019, United States -
World Finance
● ClosedWorld Finance is a leading financial institution located at 8572 Highway 6 North in Houston, Texas. With a focus on providing personalized financial solutions to individuals and businesses, World Finance offers a wide range of services including loans, insurance, and investment advice. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Visit us today to learn more about how World Finance can help you navigate the complex world of finance.
8572 Hwy 6 N, Houston, TX 77095, United States -
World Finance
● ClosedWorld Finance is a leading financial institution located at 10705 Market Street in Houston, Texas. We specialize in providing a wide range of financial services to individuals and businesses, including personal loans, tax preparation, and money transfers. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and manage their money effectively. With a commitment to excellence and customer satisfaction, World Finance is the go-to destination for all your financial needs. Visit us today to learn more about how we can help you secure your financial future.
10705 Market St A, Houston, TX 77029, United States -
Thrivent Financial: Bruno Interlandi -
● ClosedThrivent Financial: Bruno Interlandi is a Christian-based financial institution located at 17150 Butte Creek Road, Houston, Texas, United States. Specializing in financial planning, guidance, and investing, the institution is licensed in multiple states and offers personalized services tailored to individual goals and priorities. As a Ramsey SmartVestor Pro, Bruno Interlandi is dedicated to providing exceptional guidance and service to help clients achieve financial independence. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. With over 40 years of experience in business and finances, Bruno Interlandi is seeking motivated individuals to join the team as Financial Advisors. Licensing and training opportunities are available for those interested in a career in the financial services industry. Consult Thrivent for advice and guidance on financial planning and investment strategies. Visit their website for more information on professional designations and services offered.
17150 Butte Creek Rd Ste 230, Houston, TX 77090, United States -
Teamwork Financial Group - McAllen
● ClosedTeamwork Financial Group - McAllen, located at 3400 North McColl Road in McAllen, Texas, is a finance institution dedicated to helping individuals create personalized retirement strategies. By using an Integrated Legal, Tax, and Financial Plan, the experienced team at Teamwork Financial Group will assess your current financial situation and determine your retirement needs. Schedule a meeting with Teamwork Financial Group to receive a custom strategy tailored to help you reach your unique retirement goals. Download a 6-page instant guide on key financial challenges that can impact your income plan in retirement.
3400 N McColl Rd b1, McAllen, TX 78501, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 15021 Katy Freeway in Houston, Texas, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our advisors are here to help guide you every step of the way. With a commitment to excellence and a focus on client satisfaction, Morgan Stanley Financial Advisors is dedicated to helping you secure a strong financial future.
15021 Katy Fwy #650, Houston, TX 77094, United States -
Next Step Financial Transitions
● ClosedNext Step Financial Transitions is a finance institution located in Houston, Texas, United States. Our mission is to help families make their dreams a reality one financial decision at a time. We offer flat-fee financial planning services with no account minimums, ensuring that you don't need a large portfolio to qualify. Our no-sales approach means we won't push unnecessary or unproductive financial products on you. At Next Step Financial Transitions, we take the time to get to know you – your values, goals, and personality. This allows us to create a personalized financial plan tailored to your needs and situation. We work with a third-party manager and custodian for investment management, helping you create the right investment portfolio that aligns with your goals and risk tolerance.
118 Vintage Park Blvd., #W734, Houston, TX 77070, United States -
MYTAXBIZZ.COM
● OpenMYTAXBIZZ.COM is an accounting and finance institution located at 11950 Farm to Market 1960 Road West, Houston, Texas, United States. We aim to make your life easier by providing comprehensive tax preparation services. Our Taxes to go App allows you to securely and conveniently complete your tax services with just a few clicks. Whether you prefer virtual meetings with our tax professionals or in-person consultations through Uber My Taxes, we are here to maximize your tax savings and wealth planning goals. With a proactive approach to tax management, MYTAXBIZZ.COM offers personalized solutions tailored to your unique financial needs. Our team of experienced tax professionals is dedicated to helping you navigate complex financial transactions with confidence. Whether you need assistance with federal and state tax returns, entity structure selection, or mergers and acquisitions, we are here to provide sound advice and expertise.
11950 Farm to Market 1960 Rd W Apt 1133, Houston, TX 77065, United States -
Trajan Wealth
● ClosedTrajan Wealth is a reputable financial institution located at 2245 Texas Drive in Sugar Land, Texas. Specializing in finance and legal services, Trajan Wealth provides expert advice and assistance to clients seeking to optimize their wealth management strategies. With a team of experienced professionals, Trajan Wealth offers personalized solutions tailored to meet the unique needs and goals of each individual or business. Whether you are looking to grow your investments, plan for retirement, or navigate complex legal matters, Trajan Wealth is committed to helping you achieve financial success and security.
2245 Texas Dr #300, Sugar Land, TX 77478, United States -
Parker Financial Advisors
● OpenParker Financial Advisors is a reputable finance institution located at 14800 Saint Marys Lane in Houston, Texas, United States. Our team of experienced financial advisors provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on transparency, integrity, and client satisfaction, Parker Financial Advisors is dedicated to helping individuals and families build and preserve wealth for the future. Contact us today to schedule a consultation and take the first step towards securing your financial future.
14800 St Marys Ln, Houston, TX 77079, United States -
NEXT Financial Group, Inc.
● ClosedNEXT Financial Group, Inc. is a leading finance institution located at 11740 Katy Freeway in Houston, Texas, United States. As a full-service financial firm, we provide a wide range of investment and wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and tailored solutions to meet the unique needs of each individual or business. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, NEXT Financial Group, Inc. is here to help you every step of the way. Contact us today to learn more about how we can assist you in securing your financial future.
11740 Katy Fwy #600, Houston, TX 77079, United States -
MABE International Advisors, Inc.
● ClosedMABE International Advisors, Inc. is a leading accounting and finance institution located at 11511 Katy Freeway in Houston, Texas. Our Outsourced CFO and Business Consulting Services provide a clear perspective on financial strategy aligned with your business goals. We offer customized accounting and bookkeeping services to meet the specific needs of your business, helping you keep tax obligations low through diligent planning. Our experienced team is dedicated to creating accounting solutions and reducing tax liabilities for all clients, from new ventures to established businesses. We provide tax preparation, financial statement processing, and strategic financial leadership services to help drive growth and manage risks. With our comprehensive business consulting service, we support organizations in achieving their financial and operational objectives. By outsourcing accounting tasks, companies can focus on core activities and strategic tasks, freeing up time and resources. Stay updated with our newsletter to improve your business knowledge and receive the latest news, trends, and updates. Let us drive your business to success with our expertise and support.
11511 Katy Fwy #640, Houston, TX 77079, United States -
Edward Jones - Financial Advisor: Anita Bowman-McCormick, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Anita Bowman-McCormick, CFP®|AAMS™ is a reputable financial institution located at 13455 Cutten Road in Houston, Texas, United States. Specializing in finance, Anita Bowman-McCormick is a Certified Financial Planner (CFP®) and an Accredited Asset Management Specialist (AAMS™) who provides expert financial advice and services to clients. With a focus on personalized financial planning and investment strategies, clients can trust in Anita's expertise and dedication to helping them achieve their financial goals. Visit Edward Jones today to start planning for a secure financial future.
13455 Cutten Rd Suite 1G, Houston, TX 77069, United States -
Merrill Edge
● ClosedMerrill Edge is a finance institution located at 11814 Bellaire Boulevard, Houston, Texas, United States. Find a Merrill® Financial Solutions Advisor™ in Houston, TX to help turn your ambitions into action. They provide personalized advice and guidance to help you pursue your goals and plan for what matters most to you. Investing in securities involves risks, and there is always the potential of losing money. Merrill offers a broad range of brokerage, investment advisory, and other services to help you with your financial needs. Banking products are provided by Bank of America, N.A. and affiliated banks. Additional information is available in their Client Relationship Summary.
11814 Bellaire Blvd, Houston, TX 77072, United States -
Reverse America Advisors
● OpenReverse America Advisors is a leading finance institution located at 5222 Cypress Creek Parkway in Houston, Texas. Our team of expert advisors specializes in reverse mortgage solutions, helping clients navigate the complex world of retirement planning and home equity management. With years of experience and a commitment to personalized service, Reverse America Advisors is dedicated to helping individuals make informed financial decisions that align with their unique goals and aspirations. Contact us today to learn more about how we can help you secure your financial future.
5222 Cypress Creek Pkwy #216, Houston, TX 77069, United States -
Autumn Lane Advisors
● ClosedAutumn Lane Advisors, located at 7500 San Felipe Street in Houston, Texas, is a finance institution that offers personalized financial consulting and portfolio oversight for discerning families seeking alternative solutions. Our expertise goes beyond investments, encompassing all aspects of wealth management. By diversifying your portfolio across various investments, we minimize your exposure to risk factors. Our family office approach provides unique opportunities and direct access to resources not commonly available. The Autumn Lane library offers a wealth of information on research, investment markets, and wealth management. Sign up on our website, www.autumnlanellc.com, to stay updated on the latest trends and research in wealth management. Please note that our services are for informational purposes only and do not constitute an offer to buy or sell securities. Past performance is not indicative of future results. Autumn Lane Advisors is a registered investment adviser and does not provide legal, tax, or insurance advice. Visit the SEC's website for more information about our firm.
7500 San Felipe St #1030, Houston, TX 77063, United States
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