TOP 30 Senior financial services in Houston, Texas

82 results found

LTC Financial Partners is a finance, health, and insurance agency located at 2301 South Voss Road in Houston, Texas, United States. Our team of experts specializes in providing financial planning and insurance solutions for long-term care needs. We are dedicated to helping individuals and families navigate the complexities of healthcare and insurance to ensure they are prepared for any future medical expenses. Contact us today to learn more about our services and how we can assist you in securing your financial future.

Steve Moss - UBS Financial Services Inc. is a leading financial institution located at 750 Town and Country Boulevard in Houston, Texas, United States. Specializing in finance, they offer a wide range of services including wealth management, investment banking, asset management, and financial planning. With a team of experienced professionals, Steve Moss - UBS Financial Services Inc. is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, this institution is committed to helping you navigate the complex world of finance with confidence.

Edward Jones - Financial Advisor: Keith Nix, CRPC™ is a reputable finance institution located at 357 West 19th Street in Houston, Texas, United States. As a Certified Retirement Planning Counselor, Keith Nix offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Keith Nix, CRPC™ is dedicated to providing top-notch financial services to individuals and families in the Houston area.

Crystal Garrett is a Financial Advisor at Ameriprise Financial Services, LLC located at 11 Greenway Plaza, Houston, Texas, United States. Crystal 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®, CFP®, 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®. Crystal is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Crystal's expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products ensures that clients receive tailored financial advice to meet their specific needs. With a commitment to professionalism and ethics, Crystal is a trusted partner in helping clients achieve their financial goals.

Merrill Lynch Financial Advisor John P Donnelly is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution offers services such as Registered Senior Wealth Management Client Associate, personalized financial planning, investment strategies, and access to comprehensive financial solutions from Bank of America. The advisors at Merrill Lynch Wealth Management focus on understanding your goals, priorities, and financial situation to create a customized approach that reflects your unique needs. They believe in helping clients achieve their goals by providing personalized wealth management services and investment insights. With a focus on building strong client relationships and providing personalized advice, Merrill Lynch Financial Advisor John P Donnelly aims to help clients reach their financial goals and navigate the complexities of their financial lives.

Located at 2800 Post Oak Boulevard in Houston, Texas, Merrill Lynch Financial Advisor Christopher J. Ruiz is a finance institution dedicated to building and maintaining strong relationships with clients. With over 21 years of experience in the financial services industry, Christopher Ruiz is a CERTIFIED FINANCIAL PLANNER™ professional, Senior Portfolio Advisor, and Wealth Management Advisor. Specializing in investment portfolio management, financial strategies, and leveraging connections at Bank of America, N.A., Christopher is committed to helping clients make important financial decisions. Named to the Forbes "Best-in-State Wealth Management Teams" list in 2024 and 2023, Christopher Ruiz is part of The Sheffield Group team at Merrill Lynch. His team is comprised of talented individuals who provide personalized service and build trust with clients. Merrill Personal Wealth Analysis™ can help clients create a personalized plan focused on their goals. Recognized by Forbes for his expertise, Christopher Ruiz and his team are dedicated to providing exceptional financial advice and service to clients in Houston and beyond.

Merrill Lynch Financial Advisor Tommy Tullo is a senior financial advisor located at 800 Capitol Street in Houston, Texas. With a background in Neuroscience and years of experience with Merrill Lynch Wealth Management, Tommy takes a consultative approach to wealth management, focusing on the individual goals and needs of each client. He offers a wide range of customized recommendations including investment, insurance, retirement, and estate planning services. Tommy is also a specially qualified Portfolio Manager, providing personalized strategies for clients. Outside of work, Tommy is actively involved in philanthropic work and community service, volunteering for organizations such as NAMI Greater Houston and Friendswood Youth Baseball. With a passion for helping others achieve their financial goals, Tommy is dedicated to helping clients pursue their aspirations and manage their wealth effectively.

Elton Wong is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 11 Greenway Plaza, Houston, Texas, United States. Elton Wong 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 Elton Wong's expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. Elton Wong is dedicated to providing clients with comprehensive financial planning services and guiding them towards achieving their financial goals.

Merrill Lynch Financial Advisor Donna P McKenzie Grimm is a finance institution located at 2800 Post Oak Boulevard in Houston, Texas, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. Our Registered Senior Wealth Management Client Associate focuses on your family, goals, and priorities, adapting to your changing needs over time. We begin each relationship with a conversation to identify and prioritize your most important goals, whether it's planning for retirement, saving for a home, or funding a child's education. Through our Investment Personality Assessment, we tailor a financial approach to help you pursue what matters most to you. Our mission is to understand you and your aspirations, designing a personalized plan to manage, grow, and preserve your wealth. With regular check-ins and adjustments, we help you stay on track to achieve your goals. Let's work together to create a financial approach that reflects your personality and helps you address market fluctuations and life changes. As Merrill Lynch Wealth Management Advisors, we provide personalized investment strategies and access to comprehensive financial solutions to help you reach your goals. Contact us today to start your financial journey.

Merrill Lynch Financial Advisor Lucas Mendez is a finance institution located at 2800 Post Oak Boulevard in Houston, Texas, United States. Following the deep-seated Merrill tradition of community involvement, Lucas Mendez volunteers with organizations in the community. Specializing in personalized financial planning through Merrill Personal Wealth Analysis™, Lucas and his team of talented individuals at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Lucas focuses on helping clients achieve their goals, whether it's planning for retirement, saving for a home, or funding a child's education. By using the Investment Personality Assessment, Lucas gains a deeper understanding of his clients' investing preferences to customize financial approaches that align with their goals. With access to Merrill's investment insights and banking solutions from Bank of America, Lucas helps clients manage, grow, and preserve their wealth for the future. By regularly reviewing and adjusting financial approaches based on clients' changing needs and goals, Lucas ensures that clients stay on track to achieve what matters most to them. Certified in multiple states and registered with the CFP Board, Lucas Mendez offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Ameriprise Financial: Statham Diane L is a finance institution located at 3050 Post Oak Boulevard in Houston, Texas, United States. Each Ameriprise advisor at this institution has "Top areas of focus" to help clients achieve their financial goals. You can review the backgrounds, credentials, and experience of the advisors to find one that aligns with your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will reach out to schedule a complimentary initial consultation. Take the first step towards securing your financial future by contacting Ameriprise Financial: Statham Diane L today.

Edward Jones - Financial Advisor: Robert A Sitton, AAMS™ is a trusted financial institution located at 18455 West Lake Houston Parkway in Humble, Texas. As a knowledgeable and experienced financial advisor, Robert A Sitton, AAMS™ is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Robert A Sitton, AAMS™ can provide personalized guidance and expert advice to help you navigate the complex world of finance. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Robert A Sitton, AAMS™ is committed to helping you secure a stable financial future.

Merrill Lynch Financial Advisor Jeffrey S Brannen, located at 800 Capitol Street, Houston, Texas, United States, offers personalized wealth management strategies to help clients make important financial decisions. With a focus on building strong client relationships based on trust and personalized service, Jeffrey Brannen and his team provide access to the investment insights of Merrill and the banking solutions of Bank of America. Through the Merrill Personal Wealth Analysis™, a personalized plan is created centered on individual goals and priorities. By understanding each client's unique needs and financial situation, the team designs a customized approach to help manage, grow, and preserve wealth. With a commitment to staying informed and addressing changes in both life and the financial markets, the team helps clients stay on track to achieve their financial goals. Certified as a Senior Wealth Management Client Associate, Jeffrey Brannen is registered to do business in multiple states and holds the CFP® certification. Clients can expect a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor who will provide personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

John Bunch - Financial Advisor, Ameriprise Financial Services, LLC, located at 4501 Magnolia Cove Drive, Houston, Texas, United States, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, John Bunch is equipped to assist individuals with asset management, retirement planning, estate planning, and investment strategies. Additionally, John Bunch is trained in behavioral finance and specializes in working with seniors and those planning for retirement. With a commitment to excellence and a focus on client needs, John Bunch is dedicated to providing personalized financial advice and solutions.

The Harris Center Southwest Community Service Center is a comprehensive health institution located at 9401 Southwest Freeway in Houston, Texas. This center offers a range of healthcare services including pharmacy and store facilities. With a focus on providing quality care and resources to the local community, The Harris Center Southwest Community Service Center is dedicated to promoting wellness and improving the overall health of its patients.

My Community Services is a reputable institution located at 1648 Gessner Road in Houston, Texas, United States. We specialize in providing top-notch accounting and finance services to individuals and businesses in the local community. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of financial management, tax preparation, and budgeting. Whether you need assistance with bookkeeping, financial planning, or investment strategies, we are here to help. Trust My Community Services to provide you with the personalized and reliable financial support you need to succeed.

A-Best Insurance is a reputable insurance agency located at 7731 Long Point Road in Houston, Texas. With a focus on accounting, finance, and insurance services, A-Best Insurance is dedicated to providing top-notch coverage and financial advice to its clients. Whether you are looking for auto, home, life, or business insurance, their experienced team is ready to help you find the best policy to suit your needs. Trust A-Best Insurance for all your insurance needs in Houston, Texas.

Heights Family Dentistry, led by Dr. Carol L Price, DDS and Dr. Eileen Kwee, DDS, is a top-rated dental institution located at 306 West 20th Street in Houston, Texas. Our practice is dedicated to providing high-quality dental care for the entire family in a comfortable and welcoming environment. From routine cleanings to cosmetic procedures, our experienced team is committed to helping patients achieve and maintain optimal oral health. Visit us today for a personalized and gentle dental experience.

Ken Quach State Farm Insurance Agent is a reputable insurance agency located at 3414 Highway 6 in Sugar Land, Texas, United States. With over 23 years of experience in the insurance industry, Ken Quach and his team are dedicated to helping individuals and families protect their assets and secure a brighter future. They offer a wide range of insurance and financial services, including auto, home, property, business, life, pet, and health insurance. Fluent in Vietnamese and Spanish, the team serves various communities in Texas, including Alief, Bellaire, Mission Bend, Katy, Sugar Land, and more. Whether you are a long-time resident or new to the area, Ken Quach and his team are committed to providing exceptional care and support throughout the insurance process.

Loadz of Love is a non-profit organization based in Houston, Texas, dedicated to providing essential items and support to families in need. Located at 14614 Monrad Drive, our institution offers a wide range of services including food assistance, clothing donations, and hygiene products. Our mission is to spread love and kindness throughout our community by helping those who are facing financial difficulties. Join us in making a difference and spreading compassion to those who need it most.

The Buckner Family Hope Center at Reed Road, located in Houston, Texas, is a beacon of hope for vulnerable children, families, and seniors in the community. Our mission is to protect children, strengthen families, transform generations, and serve seniors by providing resources and support. Marissa, a single mother of four girls, found refuge at the Buckner Family Pathways after fleeing a life surrounded by drugs and alcohol. Vanessa, a survivor of domestic violence and breast cancer, turned her life around with the help of the Family Hope Center and is now a published author. Residents at Buckner Parkway Place enjoy a vibrant community and activities that sustain a lifestyle they love.

The Buckner Family Hope Center at Aldine, located in Houston, Texas, is a beacon of hope for vulnerable children, families, and seniors in the community. Our center offers resources and support to protect children, strengthen families, transform generations, and serve seniors. Marissa, a single mother of four girls, found refuge at the Buckner Family Pathways® program after fleeing a life surrounded by drugs and alcohol. Vanessa, a survivor of domestic violence and breast cancer, found support and empowerment at the Buckner Family Hope Center® and is now a published author. Residents at Buckner Parkway Place enjoy a community that sustains a lifestyle they love.

Sunnyside Health Center is a comprehensive health institution located at 4605 Wilmington Street in Houston, Texas, United States. The center offers a range of health services and programs to the community, including rental space for public meetings, receptions, workshops, banquets, and seminars. The center also serves as a cooling center during the summer months for individuals needing to escape high temperatures. The community relations specialist at the center helps clients connect with services such as emergency food assistance, rent and utilities assistance, medical support, job readiness workshops, and more. Additionally, the center functions as a one-stop-shop for completing applications for health service programs, including Houston Health Department Health Centers, Harris County Financial Assistance Program, Texas Medicaid, Children’s Health Insurance Program (CHIP), and Healthy Texas Women program.

Life and Health of Texas is an insurance agency located at 9829 Whithorn Drive in Houston, Texas. We specialize in providing comprehensive coverage for life and health insurance needs. Our experienced agents are dedicated to helping individuals and families find the best policies to protect their well-being and financial security. Whether you are looking for life insurance to provide for your loved ones or health insurance to cover medical expenses, we are here to guide you through the process and find the right plan for you. Contact us today to learn more about our services and how we can help you secure peace of mind for the future.

SeniorHealthPro Corporation is a leading health insurance agency located at 10998 Wilcrest Drive in Houston, Texas. Our dedicated team specializes in providing top-notch health insurance solutions for seniors, ensuring they have access to the best possible care and coverage. With a focus on personalized service and a deep understanding of the unique needs of older adults, SeniorHealthPro Corporation is committed to helping seniors navigate the complexities of the healthcare system with ease and confidence. Contact us today to learn more about how we can help you or your loved ones secure the right health insurance plan for your needs.

Starr Insurance Agency is a reputable health insurance agency located in Houston, Texas. We are dedicated to providing top-notch insurance products and services to our clients to ensure they have peace of mind when it comes to their health coverage. Our experienced agents are committed to finding the best insurance solutions tailored to meet the individual needs of each client. Visit us at 10101 Southwest Freeway to learn more about our comprehensive insurance options and how we can help you protect your health and well-being.

Globe Life American Income Division: Giddens Organization is a reputable insurance agency located at 7324 Southwest Freeway in Houston, Texas, United States. With a focus on providing quality insurance products and exceptional customer service, this institution is dedicated to helping individuals and families protect their financial future. Whether you are in need of life insurance, supplemental health coverage, or retirement planning services, the experienced team at Giddens Organization is here to assist you every step of the way. Contact them today to learn more about their insurance options and how they can help you secure peace of mind for the future.

All-Type Insurance Agency LLC, located at 6464 Savoy Drive in Houston, Texas, is a trusted insurance agency offering a range of products to meet your insurance needs. Our professional staff at All Type Insurance and Financial Services is dedicated to helping you choose the best insurance products tailored to your specific requirements. Whether you are looking for car insurance, home insurance, or coverage for your college student's property, we are here to guide you through the process. With our expertise and personalized service, you can trust All-Type Insurance Agency LLC to provide you with the right coverage for your peace of mind. Contact us today for all your insurance needs.

Latin American Insurance is a reputable insurance agency located at 13617 Veterans Memorial Drive in Houston, Texas. Specializing in serving the Latin American community, this institution provides a wide range of insurance services to meet the unique needs of its diverse clientele. With a team of experienced professionals, Latin American Insurance is committed to providing personalized and reliable insurance solutions to ensure the financial security and peace of mind of its customers. Whether you are looking for auto, home, health, or life insurance, Latin American Insurance is dedicated to helping you find the right coverage at competitive rates. Visit their office today to discuss your insurance needs and receive top-notch customer service.

T&I4U Healthcare Enrollment Center is a leading health and insurance agency located at 2047 Wirt Road in Houston, Texas, United States. Our dedicated team of professionals is committed to helping individuals and families navigate the complex world of healthcare enrollment. Whether you need assistance with choosing the right insurance plan or understanding your coverage options, we are here to provide expert guidance and support. With a focus on personalized service and comprehensive solutions, T&I4U Healthcare Enrollment Center is your trusted partner in achieving optimal health and financial security. Contact us today to schedule a consultation and take the first step towards a healthier future.