Tailored financial strategies in Houston, TX
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Randall C Sutton - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRandall C Sutton is a Financial Advisor at Ameriprise Financial Services, LLC located at 5151 San Felipe Street in Houston, Texas, United States. With a variety of 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®, Randall C Sutton is equipped to provide expert financial advice and planning services for individuals and businesses. Whether you are looking for retirement planning, investment strategies, estate planning, insurance products, or specialized advice for veterans and military personnel, Randall C Sutton has the knowledge and expertise to help you achieve your financial goals. Contact them today for personalized financial solutions tailored to your needs.
5151 San Felipe St Ste 2100, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Gentry L Anderson
● ClosedMerrill Lynch Financial Advisor Gentry L Anderson is a finance institution located at 5775 North Sam Houston Parkway West in Houston, Texas, United States. The team at Merrill Lynch is dedicated to understanding your values and goals in order to help you achieve your financial objectives. Gentry L Anderson, Senior Financial Advisor, has been in the financial services industry since 2004 and specializes in wealth management strategies tailored to individual needs. The team at Merrill Lynch is actively involved in the community, supporting organizations such as Klein ISD, Goodwill, and local churches. By utilizing the global resources of Merrill Lynch, Gentry and his team provide personalized service and build strong client relationships based on trust. They offer personalized financial planning, investment insights, and banking solutions to help clients pursue their financial goals. With a focus on understanding your priorities and adjusting your financial approach as needed, Merrill Lynch Wealth Management Advisors are committed to helping you achieve financial success.
5775 North Sam Houston Pkwy W, Houston, TX 77086, United States -
Aguilera Financial Group LLC
● ClosedAguilera Financial Group LLC, located at 14550 Torrey Chase Boulevard in Houston, Texas, is a finance institution with years of experience helping clients prepare for the unknown and meet their financial goals. As an independent firm, we have access to a wide range of products to ensure you receive the right solutions for your needs. Our proven finance strategies are designed to withstand market volatility and are tailored to your risk tolerance. CEO/Sole Managing Member Delores Aguilera specializes in Life Insurance, Medicare, retirement strategies, Forex, and Bitcoins to help clients achieve financial freedom. With over twenty years in the industry, David Ned customizes plans for each client's unique needs, while Tara Manning provides exceptional customer service and support. Whether you are looking to plan your estate, protect your legacy, or simply make better financial decisions, our team is here to help you find the best path to financial freedom. Contact us at 281.620.0779 or visit our website for more information.
14550 Torrey Chase Blvd STE 190, Houston, TX 77068, United States -
Sharon Ward - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSharon Ward is a Financial Advisor at Ameriprise Financial Services, LLC located at 800 Bering Drive, Houston, Texas, United States. Sharon holds several prestigious 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®. Sharon specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. With a focus on asset management, estate planning, retirement planning, risk management, and investment strategies, Sharon is dedicated to helping clients achieve their financial goals. Sharon is committed to upholding the highest ethical standards and continuously seeks to enhance her knowledge and skills to better serve her clients. Contact Sharon Ward for expert financial advice and guidance tailored to your specific needs and goals.
800 Bering Dr # 105, Houston, TX 77057, United States -
Merrill Lynch Financial Advisor Colin Michael Jerding
● ClosedMerrill Lynch Financial Advisor Colin Michael Jerding is a prestigious finance institution located at 5775 North Sam Houston Parkway West in Houston, Texas, United States. The institution is known for its exemplary client service and has been recognized by financial industry publications and Bank of America Corporation. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The Murgai, Jerding & Rao Wealth Management Group (MJRWM) has a client-centric philosophy and serves a diverse clientele including top executives in the energy industry, physicians, business owners, and affluent individuals. The team works collaboratively with clients and their other advisors to tailor financial and retirement strategies that align with tax-minimization and estate planning considerations. With access to the investment insights of Merrill and banking solutions from Bank of America, Merrill Lynch Financial Advisor Colin Michael Jerding will work with you to develop a customized financial approach designed to help address your financial needs and pursue your goals. The institution believes in the importance of understanding each client's goals, priorities, and aspirations in order to create a personalized financial plan that reflects their personality and life priorities. By staying informed about changes in your life and revisiting your financial approach, Merrill Lynch Financial Advisor Colin Michael Jerding aims to help you stay on track to achieve what's most important to you. With a focus on providing personalized attention, valuable insights, and resources, Merrill Lynch Financial Advisor Colin Michael Jerding is committed to helping you achieve your financial goals.
5775 North Sam Houston Pkwy W, Houston, TX 77086, United States -
Stephen Drake - RBC Wealth Management Financial Advisor
● ClosedStephen Drake - RBC Wealth Management Financial Advisor is a reputable finance institution located at 750 Town and Country Boulevard in Houston, Texas, United States. As a dedicated financial advisor, Stephen Drake provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a strong focus on wealth management, retirement planning, and investment strategies, Stephen Drake and his team offer comprehensive financial services tailored to each client's unique needs. Trustworthy, experienced, and committed to client success, Stephen Drake - RBC Wealth Management Financial Advisor is a trusted partner in financial planning and wealth management.
750 Town and Country Blvd Suite 325, Houston, TX 77024, United States -
Leslie Golden - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLeslie Golden, a financial advisor at Ameriprise Financial Services, LLC, located at 5151 San Felipe Street in Houston, Texas, is dedicated to helping clients achieve their financial goals. With a focus on individualized investment strategies and portfolio recommendations tailored to each client's goals and risk tolerance, Leslie provides ongoing support and guidance to help clients track their progress and make adjustments as needed. Clients can easily access their investments and accounts from any device, ensuring transparency and security throughout the financial planning process. If you are considering working with Leslie, scheduling a complimentary initial consultation is the first step towards a more confident financial future. During this consultation, Leslie will provide an overview of financial planning concepts and discuss how she can help you achieve your goals. Please note that investment products are not insured by the FDIC or any federal agency and involve risks, including potential loss of principal.
5151 San Felipe St Ste 2100, Houston, TX 77056, United States -
Eugene Balakirov - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEugene Balakirov is a Financial Advisor at Ameriprise Financial Services, LLC located at 5151 San Felipe Street in Houston, Texas, United States. Eugene Balakirov holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and advanced knowledge in financial planning, Eugene Balakirov offers personalized advice and solutions to individuals, retirees, small business owners, and high net worth clients. As a Certified Financial Planner™, Eugene Balakirov is committed to providing excellence in personal financial planning, ensuring clients receive comprehensive and tailored financial advice. With a deep understanding of various financial products and services, Eugene Balakirov is dedicated to helping clients achieve their financial goals and secure their financial future.
5151 San Felipe St Ste 2100, Houston, TX 77056, United States -
Anthony S Hensley - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAnthony S Hensley is a Financial Advisor at Ameriprise Financial Services, LLC located at 9821 Katy Freeway, Houston, Texas, United States. He 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®, 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®. Anthony specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. He is dedicated to upholding the highest ethical standards and continuously educating himself to better serve his clients' needs. With his expertise and commitment to excellence, Anthony S Hensley is a trusted partner in helping clients achieve their financial goals.
9821 Katy Fwy Ste 840, Houston, TX 77024, United States -
Merrill Lynch Financial Advisor Pablo L Munoz
● ClosedMerrill Lynch Financial Advisor Pablo L Munoz is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. Pablo L. Munoz, CFP®, CPFA®, CRPC™, Vice President, Wealth Management Advisor, Retirement Benefits Consultant, and Portfolio Manager, leads a team that provides a personalized wealth management experience. They take the time to fully understand your life and what matters most to you before making any financial decisions. With expertise in business, retirement, and personal estate planning, Pablo and his team offer recommendations focused on providing for future generations and preserving savings. They utilize a disciplined process that draws upon the resources of Merrill and Bank of America to connect all aspects of your financial life. Services include managing personalized investment strategies, retirement planning, and building a comprehensive financial strategy tailored to your goals. The team is committed to building strong client relationships based on trust and personalized service. Contact Merrill Lynch Financial Advisor Pablo L Munoz to start planning for your financial future.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Mark Sorrell
● ClosedMerrill Lynch Financial Advisor Mark Sorrell is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. Mark Sorrell, a Certified Public Accountant with experience in equity investment, offers personalized financial planning services to help clients prioritize and pursue their financial goals. With a background in accounting and real estate investment, Mark provides insight into clients' financial issues, offering guidance on retirement income, legacy planning, and more. As a member of various financial service organizations, Mark is committed to serving the community. Through Merrill Personal Wealth Analysis™, clients can build a personalized plan focused on their goals. Mark believes in understanding clients' aspirations and designing a financial approach tailored to their needs. By staying informed about clients' changing goals and life circumstances, Mark helps them stay on track to achieve their objectives. With access to Merrill's investment insights and Bank of America's banking solutions, Mark works with clients to develop a comprehensive financial strategy. As a Certified Financial Planner, Mark is registered to do business in multiple states and is dedicated to helping clients navigate the complexities of their financial lives.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Sean Gentry
● ClosedMerrill Lynch Financial Advisor Sean Gentry, located at 2800 Post Oak Boulevard in Houston, Texas, offers personalized and boutique-like financial services tailored to individual goals and priorities. Gentry, Masters & Associates, a team supported by Merrill's global resources, provides customized strategies for individuals and families to simplify their financial lives. Recognized by Forbes and Bank of America Corporation for exemplary client service, the team has been named to prestigious lists such as the "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors." With over $1.2 billion in assets under management, the team focuses on risk-adjusted performance and long-term goals, bringing warmth and compassion to wealth management. Sean Gentry's expertise and dedication have earned him recognition as a top advisor in the industry.
2800 Post Oak Blvd Suite 2200, Houston, TX 77056, United States -
Merrill Lynch Financial Advisor Elias Contreras
● ClosedMerrill Lynch Financial Advisor Elias Contreras, located at 15375 Memorial Drive in Houston, Texas, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Elias can help you navigate today's changing market conditions and create a flexible strategy to help you pursue your aspirations. Elias follows the Merrill tradition of community involvement, volunteering with local organizations to give back. By conducting a Merrill Personal Wealth Analysis™, Elias can develop a personalized plan centered on your priorities and objectives, ensuring that your financial approach aligns with your evolving needs.
15375 Memorial Dr, Houston, TX 77079, United States -
Sallie Teninbaum - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSallie Teninbaum is a financial advisor at Ameriprise Financial Services, LLC located at 5151 San Felipe Street, Houston, Texas, United States. She specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Through regular meetings and progress reviews, Sallie helps clients adjust their financial strategies as life changes. Clients can access their investments and accounts securely from any device. Those interested can schedule a complimentary initial consultation to discuss their financial goals and receive an overview of financial planning concepts. Sallie Teninbaum can conduct securities business only with residents of states where she is properly registered. Ameriprise Financial Services, LLC is a registered investment adviser and member of FINRA and SIPC. Clients are encouraged to refer friends and family members to Sallie for assistance in achieving their financial goals. The institution emphasizes privacy and security, offering online security guarantees and protections against email fraud.
5151 San Felipe St Ste 2100, Houston, TX 77056, United States -
Roy William Wheeler - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRoy William Wheeler, a financial advisor at Ameriprise Financial Services, LLC, located at 5151 San Felipe Street in Houston, Texas, is dedicated to helping clients achieve their financial goals. With a focus on personalized investment strategies tailored to individual goals and risk tolerance, Roy provides ongoing support and guidance to help clients track their progress and make adjustments as needed. Clients can conveniently access their accounts and track their progress online from any device, ensuring transparency and security. Roy offers complimentary initial consultations to new clients, providing an overview of financial planning concepts and the opportunity to discuss how he can help them secure a more confident financial future. With a commitment to upholding Ameriprise Financial's rules and regulations, Roy ensures that clients receive sound investment advice and personalized recommendations.
5151 San Felipe St Ste 2100, Houston, TX 77056, United States -
Supal Vora - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedSupal Vora - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5850 San Felipe Street in Houston, Texas, offers a wide range of financial services. Vora 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, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Vora's expertise in asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or military personnel, Supal Vora can provide tailored financial advice to meet your specific needs.
5850 San Felipe St Ste 500 62B, Houston, TX 77057, United States -
Frank O'Neill - RBC Wealth Management Financial Advisor
● ClosedFrank O'Neill - RBC Wealth Management Financial Advisor is a leading financial institution located at 1980 Post Oak Boulevard in Houston, Texas. As a trusted financial advisor, Frank O'Neill provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored investment strategies, Frank O'Neill and his team are committed to providing the highest level of service and expertise. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Frank O'Neill - RBC Wealth Management Financial Advisor is dedicated to helping you secure a sound financial future.
1980 Post Oak Blvd Suite 1630, Houston, TX 77056, United States -
Randy Nelson - RBC Wealth Management Financial Advisor
● ClosedRandy Nelson - RBC Wealth Management Financial Advisor is a leading financial institution located at 1980 Post Oak Boulevard in Houston, Texas. As a trusted advisor, Randy Nelson provides personalized financial planning services to help clients achieve their financial goals. With extensive experience and expertise in wealth management, Randy Nelson offers tailored investment strategies, retirement planning, and estate planning solutions to individuals and families. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Randy Nelson - RBC Wealth Management Financial Advisor is committed to providing professional guidance and support every step of the way.
1980 Post Oak Blvd Suite 1630, Houston, TX 77056, United States -
Nena Brackett - UBS Financial Services Inc.
● OpenNena Brackett - UBS Financial Services Inc. is a renowned financial institution located at 750 Town and Country Boulevard in Houston, Texas, United States. Specializing in wealth management, investment strategies, and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, Nena Brackett - UBS Financial Services Inc. is committed to providing top-notch financial advice and support to individuals, families, and businesses.
750 Town and Country Blvd Suite 400, Houston, TX 77024, United States -
Kyndal Martin - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKyndal Martin is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 11 Greenway Plaza in Houston, Texas, United States. Specializing in finance, Kyndal offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular goal-setting meetings and progress reviews, Kyndal helps clients adjust their financial approach as life changes. Clients can conveniently access their investments and accounts from any device, track their progress towards goals, and securely share information with Kyndal. Those interested can schedule a complimentary initial consultation to learn more about how Kyndal can help achieve financial goals. Additionally, Kyndal hosts monthly calls discussing market events, strategies for market volatility, and financial planning concepts. With a focus on Behavioral Finance, Dollar Cost Averaging, debt management, and investment education, Kyndal is committed to helping clients make informed financial decisions. Residents of select states can conduct securities business with Kyndal, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, Member FINRA and SIPC, provides corporate entity information, website rules and regulations, and privacy and security resources for client protection. Referrals to Kyndal are appreciated, and referred individuals can expect to hear from Kyndal soon to discuss their financial goals.
11 Greenway Plz Ste 3000, Houston, TX 77046, United States -
Merrill Lynch Financial Advisor Jack Hansen
● ClosedMerrill Lynch Financial Advisor Jack Hansen, located at 2800 Post Oak Boulevard, Houston, Texas, United States, is dedicated to understanding you and what matters most to you. With a personalized approach, the institution helps design and implement a plan to help you pursue your financial goals while managing investment risk. By focusing on potential solutions to turn your goals into reality, the institution aims to help you manage, grow, and preserve your wealth today and for the future. The experienced team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, they can develop a plan centered on your goals and what you want to achieve. By staying in touch and revisiting your financial approach as your life and goals change, the team aims to help you achieve what's most important to you.
2800 Post Oak Blvd, Houston, TX 77056, United States -
Tommy Daniels - Financial Advisor, Ameriprise Financial Services, LLC
● OpenTommy Daniels - Financial Advisor at Ameriprise Financial Services, LLC, located in Houston, Texas, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Tommy provides investment recommendations and portfolio analysis to help you achieve financial success. Regular meetings and progress reviews ensure that your financial strategy adapts to life changes. Access your accounts and track your progress securely from any device. Schedule a complimentary consultation to learn more about how Tommy can help you reach your financial goals. With a commitment to transparency and professionalism, Tommy Daniels can only conduct securities business in states where he is properly registered. Trust Tommy Daniels to guide you towards a secure financial future.
363 N Sam Houston Pkwy E #1480, Houston, TX 77060, United States -
Edward Jones - Financial Advisor: Chris Anderson
● ClosedAt Edward Jones - Financial Advisor: Chris Anderson in Houston, Texas, you can expect personalized financial guidance and investment strategies tailored to your individual goals. With a focus on building long-term relationships, Chris Anderson offers expertise in retirement planning, wealth management, and more. Whether you're looking to grow your wealth or plan for the future, Edward Jones is dedicated to helping you achieve financial success. Visit us at 1800 West Loop South to start your journey towards a secure financial future.
1800 W Loop S Suite 1760, Houston, TX 77027, United States -
Merrill Lynch Financial Advisor Patrick L Elkins
● ClosedMerrill Lynch Financial Advisor Patrick L Elkins is a finance institution located at 800 Capitol Street in Houston, Texas, United States. The institution, Elkins, Utz, Saunders, Brannen & Associates, values building strong relationships through teamwork and involvement. They provide financial advice and guidance, utilizing the global investment capabilities of Merrill and the banking convenience of Bank of America. The institution believes in starting every relationship with a conversation to understand and prioritize the goals that matter most to their clients. They offer personalized financial planning services, focusing on helping clients achieve their financial goals, whether it's retirement planning, saving for a home, funding education, or passing wealth to future generations. The team at Elkins, Utz, Saunders, Brannen & Associates is committed to understanding each client's unique needs and providing tailored solutions to help them pursue their aspirations. They offer a range of services including investment strategies, financial planning, and comprehensive financial solutions. The institution is dedicated to helping clients stay on track towards their goals, regardless of market fluctuations. Certified Financial Planner professionals at the institution ensure that clients receive expert guidance and support in their financial decision-making. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Patrick L Elkins aims to help clients achieve their financial goals and live their best financial life.
800 Capitol St, Houston, TX 77002, United States -
Edward Jones - Financial Advisor: Tyler Bebault
● OpenEdward Jones - Financial Advisor: Tyler Bebault is a reputable finance institution located at 1225 North Loop West in Houston, Texas, United States. As a dedicated financial advisor, Tyler Bebault offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones - Financial Advisor: Tyler Bebault is committed to helping individuals and families secure their financial future.
1225 N Loop W #110, Houston, TX 77008, United States -
Norman Chu - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedNorman Chu - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 5151 San Felipe Street in Houston, Texas, is a finance institution offering a wide range of services to meet the needs of individuals and businesses. Norman Chu holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge of financial planning, Norman Chu is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Norman Chu can provide personalized financial advice and guidance to help you make informed decisions for your financial future. Contact Norman Chu - Private Wealth Advisor, Ameriprise Financial Services, LLC, for expert financial planning services tailored to your specific needs.
5151 San Felipe St Ste 2100, Houston, TX 77056, United States -
George Joe Kurka - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGeorge Joe Kurka, a Financial Advisor at Ameriprise Financial Services, LLC, located at 1428 West Alabama Street, Houston, Texas, United States, is dedicated to helping clients achieve their financial goals. As an Ameriprise Platinum Financial Services® Advisor, George offers personalized financial advice, investment recommendations, and solutions tailored to each client's needs. With a focus on tracking progress and adjusting strategies as needed, George helps clients navigate their financial journey with confidence. George Joe Kurka is registered to conduct securities business in select states, as listed on FINRA's BrokerCheck website. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation, although written analysis and recommendations are not provided at this stage. Ameriprise Financial Services, LLC cannot guarantee future financial results, but George is committed to helping clients make informed decisions and adapt to changing circumstances.
1428 W Alabama St, Houston, TX 77006, United States -
Edward Jones - Financial Advisor: John Kaleh, AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: John Kaleh, AAMS™|CRPC™ is a reputable finance institution located at 602 Sawyer Street in Houston, Texas, United States. With a focus on providing personalized financial advice and guidance, John Kaleh, a certified AAMS™ and CRPC™ professional, offers expert financial planning services to help clients achieve their financial goals. Whether it's retirement planning, investment strategies, or wealth management, clients can trust Edward Jones and John Kaleh to provide tailored solutions to meet their individual needs. With a commitment to integrity and excellence, this institution is dedicated to helping clients secure their financial future.
602 Sawyer St Suite 440, Houston, TX 77007, United States -
Merrill Lynch Financial Advisor Barry W Smith III
● ClosedMerrill Lynch Financial Advisor Barry W Smith III is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At The Smith Wealth Management Group, they offer a distinctive, multi-generational approach to wealth management that is personal, comprehensive, and meaningful. They focus on managing not just your money, but also your decisions around money. The team at The Smith Wealth Management Group works closely with clients to address their specialized financial needs, serving a diverse clientele including active and retired physicians, corporate executives, consultants, and multiple generations of families. They provide planning-based approach, working closely with clients, their spouses, and adult children to optimize tax efficiencies and align financial and tax minimization strategies. The team at The Smith Wealth Management Group offers engaging and memorable experiences to clients, delivering sophisticated, risk-managed investing and tax-efficient wealth preservation and transfer. With a collaborative team approach and personalized service, they aim to provide clients with a unique and tailored financial experience. The team at The Smith Wealth Management Group has extensive knowledge and an uncommon perspective in accounting and institutional investing, offering clients the expertise needed to build and preserve solid, long-lasting wealth. They focus on creating investment strategies that align with clients' personal goals for retirement, ensuring that clients are well-informed and comfortable with their portfolios. The team also places a strong emphasis on tax management, developing strategies for tax minimization, legacy planning, and estate planning to meet clients' current and future needs. Supported by the global resources of Merrill Lynch, the team at The Smith Wealth Management Group is dedicated to building strong client relationships based on trust and personalized service.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Bryan Azadian Leonard
● ClosedMerrill Lynch Financial Advisor Bryan Azadian Leonard, located at 800 Capitol Street in Houston, Texas, offers personalized financial strategies tailored to help clients pursue their long-term goals. The institution focuses on understanding each individual's unique needs and aspirations, working one-on-one to design and implement a personalized plan to manage investment risk and achieve financial success. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution aims to address clients' financial needs and help them reach their goals. The team of experienced professionals at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, with a focus on helping clients navigate the complexities of their financial lives. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, Merrill Lynch Financial Advisor Bryan Azadian Leonard offers comprehensive financial solutions to help clients achieve their goals.
800 Capitol St Suite 1900, Houston, TX 77002, United States
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