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TOP 30 Standard business planning in The Woodlands, TX
5 results found
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Allied Wealth
Allied Wealth, located at 9595 Six Pines Drive in The Woodlands, Texas, is a finance institution that specializes in managing money for successful individuals, business owners, and followers of Dave Ramsey. Dedicated to your financial future, security, and retirement, Allied Wealth offers a range of risk-managed portfolios and programs tailored to your specific risk tolerance and capacity. Their advisors adhere to a fiduciary standard, ensuring that they always act in your best interest. With a focus on minimizing losses and maximizing returns, Allied Wealth keeps a close eye on market trends and adjusts portfolios as needed to keep you on track. Communication is key, and they make themselves readily available to discuss your portfolio and provide regular updates and market commentary. Additionally, they offer resources such as "Stress-Free Retirement" by Patrick Kelly and "The Retirement Hero" to help you navigate the complexities of retirement planning and achieve the lowest possible tax rate for you and your family. Trust Allied Wealth to help you enjoy the life you've earned with peace of mind.
MacFarlane & Associates
MacFarlane & Associates is a full-service accounting firm located at 2219 Sawdust Road in The Woodlands, Texas. Specializing in accounting and finance, we offer affordable monthly/quarterly bookkeeping services to our clients. Our team of experts focuses on effective tax planning strategies to ensure a smooth tax preparation process. We provide assistance in preparing financial statements in accordance with professional accounting standards, and we develop practical and economically beneficial solutions for our clients. In addition to accounting services, we offer tax preparation, electronic filing and representation, QuickBooks® consulting and setup. Our goal is to provide top quality accounting services to small and medium-sized businesses at a low fixed monthly fee. MacFarlane & Associates is an accredited business by the Houston Better Business Bureau (BBB), ensuring our clients receive reliable and trustworthy services. Contact us today to learn more about how we can help your business thrive.
MacFarlane and Associates PC
MacFarlane and Associates PC is a reputable accounting and finance institution located at 1801 Kingwood Drive, Houston, Texas, United States. We specialize in providing affordable monthly/quarterly bookkeeping services, effective tax planning strategies, and preparation of financial statements in accordance with professional accounting standards. Our team develops practical and economically beneficial solutions for our clients. As a full service accounting firm, we offer a range of services including financial statements, tax preparation, QuickBooks® consulting and setup, and electronic filing and representation. We cater to small and medium size businesses, providing top quality accounting services for a low fixed monthly fee. Visit our office at 2219 Sawdust Road Suite 902 in The Woodlands, TX to learn more about how we can assist your business. MacFarlane and Associates PC is an accredited business by the Houston Better Business Bureau (BBB).
Kara Morin - Financial Advisor, Ameriprise Financial Services, LLC
Kara Morin is a Financial Advisor at Ameriprise Financial Services, LLC, located at 25511 Budde Road in The Woodlands, Texas, United States. Kara Morin 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 Kara Morin's expertise in various financial areas such as asset management, estate planning, retirement planning, investment strategies, insurance products, and more. Kara Morin is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Kara Morin is committed to upholding a high standard of ethics and professionalism in all aspects of financial advisory services.
Merrill Lynch Financial Advisor Frederick A de Groot
Merrill Lynch Financial Advisor Frederick A de Groot, located at 9595 Six Pines Drive in The Woodlands, Texas, offers personalized financial strategies and wealth management advice to corporate executives, professionals, business owners, and their families. With nearly three decades of experience, our team oversees approximately $2 billion in client balances, guiding clients through various economic climates and helping them make smart decisions focused on their goals. We believe in tailored asset management disciplines, clear explanations in plain English, and proactive communication with clients. Our goal is to help clients filter out the noise, remove emotions from the process, and create portfolios to weather economic and market turbulence. We offer services to assist with equity awards, deferred compensation, retirement planning, and more, tailored to each client's unique financial situation and goals.
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