Security planning in Houston, Texas

Russell Rosin - Financial Advisor at Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue in Houston, Texas, offers expert financial advice to clients. With a background in finance and qualifications available on FINRA's BrokerCheck website, Russell Rosin can help you navigate the current bull market rally and plan for your financial future. If you're not already a client, schedule a complimentary initial consultation to learn more about financial planning concepts. Please note that this offer is valid only in the United States. Investment products come with risks, and it's important to understand the potential for loss of principal and fluctuation in value.

Candace McCormack - Financial Advisor, Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue, Houston, Texas, United States, is a finance institution specializing in providing expert financial advice and services. Candace McCormack holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Candace McCormack's expertise in asset management, financial planning, estate planning, retirement planning, investment management, and more. With a commitment to ethics and ongoing education, Candace McCormack provides comprehensive and personalized financial solutions to clients, including retirees, small business owners, high net worth individuals, and those planning for the future.

Justin Ponchak, a Financial Advisor at Ameriprise Financial Services, LLC, located at 1322 Space Park Drive in Houston, Texas, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Justin Ponchak is committed to providing expert advice on asset management, retirement planning, estate planning, and investment strategies. Whether you are looking for guidance on fixed-rate annuities, retirement income planning, or comprehensive estate planning, Justin Ponchak has the expertise and knowledge to help you achieve your financial goals. Contact Justin Ponchak today to schedule a consultation and take the first step towards securing your financial future.

Merrill Lynch Financial Advisor Fredrick N Nwosu 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. Our team of experienced professionals avoids risky investments and complex strategies, focusing instead on personalized support and world-class resources. With over 210 years of collective industry experience and $3 billion in client assets, we serve a select group of individuals, including CEOs, entrepreneurs, and executives. We aim to simplify the complexities of our clients' financial lives by providing tailored investment strategies and portfolio management. Our team is supported by the global resources of Merrill Lynch and is committed to building strong client relationships based on trust and personalized service. Meet our dedicated team, including Financial Advisor JJ, who works to educate and assist clients in reaching their financial goals. Lending services are provided through Bank of America, N.A. We also have Sylvia, a dedicated advisor who helps families and business executives prepare for their financial future. Sylvia's mission is to create long-lasting client relationships built on trust and understanding. Our Registered Wealth Management Client Associate, Elena "Kate" Walker, is a world traveler and fluent in Spanish, providing support to both domestic and international clients. Join us at Merrill Lynch Financial Advisor Fredrick N Nwosu to start your journey towards financial success.

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.

WFG Kingwood is a finance institution located at 1801 Kingwood Drive in Houston, Texas, United States. We offer a range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or insurance services, WFG Kingwood is here to help you navigate the complex world of finance with confidence. Visit us today to learn more about how we can assist you in securing your financial future.

ORDOS Wealth Management is a prestigious finance institution located at 3427 Rivers Edge Trail in Houston, Texas, United States. Specializing in wealth management, our team of experienced professionals offers tailored financial solutions to help clients achieve their financial goals. With a focus on personalized service and expert advice, ORDOS Wealth Management is dedicated to providing top-notch financial planning and investment services to individuals and families. Contact us today to learn more about how we can help you secure your financial future.

Hawkins Laakso Wealth Management is a leading finance institution located at 3200 Southwest Freeway in Houston, Texas. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide comprehensive financial planning and investment strategies tailored to each client's unique needs. Contact us today to learn more about how Hawkins Laakso Wealth Management can help you secure your financial future.

Luminate - Ameriprise Financial Services, LLC is a finance institution located at 3200 Southwest Freeway in Houston, Texas, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. The initial consultation offers an overview of financial planning concepts without written analysis or recommendations. While future financial results cannot be guaranteed, clients can trust in the expertise of Ameriprise Financial Services, LLC, a member of FINRA and SIPC. The institution values referrals and strives to help friends and family achieve their financial goals. Users of the website are bound by Ameriprise Financial Website Rules and Regulations, ensuring privacy and security for all clients.

Pedram Kaivani, Principal at Kaivani Wealth Strategies, LLC, is a leading financial institution located in Houston, Texas. With a commitment to providing personalized wealth management services, Kaivani Wealth Strategies helps clients achieve their financial goals through strategic planning and investment strategies. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Pedram Kaivani and his team are dedicated to helping you navigate the complex world of finance with confidence. Visit their office at 3200 Southwest Freeway to learn more about their comprehensive financial services.

Xin Wang, Financial Advisor at Abacus Financial Strategies LLC, located at 11 Greenway Plaza in Houston, Texas, is dedicated to building long-term relationships with clients through integrity, trust, and knowledge. Specializing in simplifying financial lives, optimizing investments, and organizing personal financial planning, Xin Wang works closely with clients to help them grow and protect their wealth and achieve their most important financial goals with cost-efficiency and reliability. Xin Wang, Ph.D., CFP®, AEP®, is licensed to sell insurance through New York Life and other independent unaffiliated insurance companies in multiple states. As a Registered Representative of NYLIFE Securities LLC, Member FINRA/SIPC, and an investment adviser representative under Eagle Strategies LLC, Xin Wang offers securities products, services, and advisory services to individuals in specific states. Abacus Financial Strategies LLC is independent and not owned or operated by NYLIFE Securities LLC or its affiliates.

Jeffrey Vanover is a reputable finance institution located at 1428 West Alabama Street in Houston, Texas. Our dedicated team of financial experts provides a wide range of services to help clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help. With a commitment to excellence and personalized service, Jeffrey Vanover is the go-to institution for all your financial needs.

Discovery Point Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 1300 Hercules Avenue in Houston, Texas, United States. With a focus on financial planning, tax, investment, and business planning strategies, our experienced team has successfully guided clients through various economic challenges such as the tech bubble, the great recession, and the recent COVID pandemic. Our goal is to provide holistic advice and proactive communication to help simplify our clients' finances and assist them in achieving their financial goals. Our services are tailored to each individual's needs, and we are committed to helping our clients feel confident about their financial future. If you have questions or would like to schedule a complimentary initial consultation, please get in touch with us. Background and qualification information can be found on FINRA's BrokerCheck website. Our team is dedicated to helping clients navigate the complexities of the financial world and we strive to provide personalized advice to help them reach their goals.

Matthew Miller is a financial advisor at Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue in Houston, Texas, United States. With a background and qualifications available on FINRA's BrokerCheck website, Matthew offers personalized advice to help clients achieve their financial goals. Whether you are looking to understand the current market trends or plan for the future, Matthew can provide valuable insights and guidance. As a member of Ameriprise Financial Services, LLC, he offers investment products and services to help clients navigate the complexities of the financial world.

Gazzier Group - Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue in Houston, Texas, is a trusted finance institution that offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on client relationships, the team at Ameriprise Financial helps clients track progress towards their financial goals through regular reviews and updates. The institution was recognized as one of the 2022 Most Trusted Wealth Management Companies by Investor’s Business Daily, showcasing their commitment to exceptional client service. Clients can access their investments and accounts securely from any device, allowing for easy tracking of progress. Those interested in learning more about how Ameriprise Financial can help achieve their financial goals can schedule a complimentary initial consultation. Please visit FINRA's BrokerCheck website for background and qualification information.

Edward Jones - Financial Advisor: Felicia A Cumby, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 4501 Magnolia Cove Drive in Houston, Texas, United States. Specializing in providing comprehensive financial planning services, Felicia A Cumby is a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™). With a commitment to helping clients achieve their financial goals, this institution offers personalized investment strategies, retirement planning, and wealth management services. With a strong focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Felicia A Cumby is dedicated to helping individuals and families secure their financial future.

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.

Adam John Badeaux is an Associate Advisor at Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue in Houston, Texas, United States. Specializing in finance, Adam holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, among others. With expertise in asset management, retirement planning, estate planning, and more, Adam provides comprehensive financial advice to individuals and small business owners. Partnering with clients to navigate complex financial decisions, Adam is dedicated to helping clients achieve their financial goals and secure their financial future.

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.

Dana Bives - Financial Advisor at Ameriprise Financial Services, LLC is a finance institution located at 1300 Hercules Avenue, Houston, Texas, United States. The institution offers consultations on financial planning concepts, although written analysis and recommendations are not provided during the initial meeting. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, ensuring the highest standards of professionalism and security. Clients can refer friends and family members to Dana Bives for assistance in achieving their financial goals. The institution prioritizes privacy and security, with strict rules and regulations in place to protect client information.

Shehzad D. Khan, a financial advisor at Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue in Houston, Texas, offers personalized financial planning services to help clients achieve their goals. With a background in finance and qualifications verified on FINRA's BrokerCheck website, Shehzad D. Khan provides expert advice on investing and wealth management. Clients can expect a complimentary initial consultation to discuss their financial needs and goals. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser, ensuring that clients receive professional and reliable guidance. By staying informed about market trends and economic indicators, Shehzad D. Khan helps clients navigate the complexities of the financial world and make informed decisions about their money. Whether you are a current client or considering working with Shehzad D. Khan, Ameriprise Financial Services, LLC is committed to helping you achieve a more secure financial future.

Richard Brent Dvorak - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue in Houston, Texas, offers a range of financial services to individuals looking to manage their assets effectively. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Richard Brent Dvorak is equipped to provide expert advice on investment strategies, estate planning, retirement planning, and more. Whether you are a retiree, small business owner, high net worth client, or someone looking for assistance with financial decision-making, Richard Brent Dvorak has the expertise to help you navigate the complex world of finance. Contact them today to start planning for a secure financial future.

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.

Edward Jones - Financial Advisor: Sam Wheatley is a trusted financial institution located at 2605 West Lake Houston Parkway in Houston, Texas. As a dedicated finance professional, Sam Wheatley provides personalized financial advice and investment solutions to help clients achieve their financial goals. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: Sam Wheatley offers a range of services including retirement planning, wealth management, and education savings. Whether you are planning for the future or looking to grow your investments, Sam Wheatley and his team are here to provide expert guidance and support every step of the way. Visit us today to start building a secure financial future.

or solicitation for the purchase or sale of any security or investment strategy. Clients should consult their financial advisor for individualized advice tailored to their specific situation. Merrill Lynch Financial Advisor Bryan D Goodwin, located at 800 Capitol Street, Houston, Texas, United States, is a reputable finance institution dedicated to building strong relationships with clients. With a team of experienced professionals supported by the global resources of Merrill, they provide personalized service to help clients make important financial decisions.

Jay Gazzier is the Branch Manager at Ameriprise Financial Services, LLC located at 1300 Hercules Avenue in Houston, Texas, United States. As a finance institution, they offer a range of services and expertise in various certifications and designations. Jay Gazzier holds the AAMS™ certification, demonstrating a commitment to ethical asset management practices. Additionally, they are an ADPA™ Accredited Domestic Partnership Advisor™, AEP® designated estate planner, AIF® Accredited Investment Fiduciary®, APMA™ Accredited Portfolio Management Advisor™, and more. With a focus on providing comprehensive financial planning and investment advice, Jay Gazzier and their team are dedicated to helping clients achieve their financial goals.

Joe C Klages is a financial advisor at Ameriprise Financial Services, LLC located at 1331 Gemini Street in Houston, Texas. With background and qualification information available at FINRA's BrokerCheck website, Joe C Klages offers personalized advice to help clients achieve their financial goals. From understanding risk tolerance to discussing investment strategies, Joe C Klages provides comprehensive financial planning concepts to clients. As a member of FINRA and SIPC, Joe C Klages can conduct securities business with residents of states in which he is properly registered. Clients can expect a complimentary initial consultation to discuss their financial future and determine an appropriate investment strategy. Ameriprise Financial Services, LLC offers investment products and services, but cannot guarantee future financial results.

Edward Jones - Financial Advisor: Aaron Mettey Jr is a trusted financial institution located at 1616 Clear Lake City Boulevard in Houston, Texas. As a leading finance firm, we offer personalized services and expert advice to help clients achieve their financial goals. With Aaron Mettey Jr at the helm, we provide comprehensive financial planning, investment strategies, and retirement planning services tailored to each client's unique needs. Our team is dedicated to helping individuals and families build wealth, secure their financial future, and make informed decisions about their money. Contact us today to schedule a consultation and start planning for a brighter financial future.

Stender Financial is a reputable finance institution located at 17225 El Camino Real in Houston, Texas, United States. We specialize in providing a wide range of financial services to our clients, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Stender Financial is here to help you every step of the way. Contact us today to schedule a consultation and see how we can assist you in reaching your financial aspirations.

Merrill Lynch Financial Advisor Michael Larry Landolt is a reputable finance institution located at 17225 El Camino Real in Houston, Texas, United States. Specializing in providing expert financial advice and services, Michael Larry Landolt and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, Merrill Lynch Financial Advisor Michael Larry Landolt is committed to providing top-notch service and guidance to individuals and businesses alike. Trust in Michael Larry Landolt for all your financial needs.