TOP 10 Tax and insurance planning in Katy, TX
22 results found
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Mey Chan - State Farm Insurance Agent
● OpenMey Chan - State Farm Insurance Agent is a trusted insurance agency located at 6841 North Fry Road, Katy, Texas, United States. At our institution, we specialize in helping clients navigate the complexities of insurance, including considerations such as trade-ins, payments, purchase price, and down payments when buying a car. We also assist in setting up 529 college savings plans for future educational expenses. Our team is dedicated to providing excellent customer service, with a focus on making each guest feel welcomed and important. We aim to treat our clients like family and serve them in a timely manner. Our office manager, Lita, is licensed to handle Property & Casualty and Life & Health Insurance in Texas. Originally from Ecuador, she now resides in Cypress, TX, and enjoys spending time with her family and her beloved Yorkie, Khloe.
6841 N Fry Rd Ste B1, Katy, TX 77449, United States -
Katy Multi Services
● OpenKaty Multi Services is a trusted institution located at 5650 Roberts Road in Katy, Texas, United States. We specialize in providing top-notch accounting, finance, and insurance services to individuals and businesses in the Katy area. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you need help with tax preparation, investment planning, or finding the right insurance coverage, Katy Multi Services is here to assist you every step of the way. Visit us today to learn more about how we can help you secure a brighter financial future.
5650 Roberts Rd Bldg-B 100, Katy, TX 77494, United States -
MWA Tax and Insurance LLC
● OpenMWA Tax and Insurance LLC is a reputable insurance agency located at 24285 Katy Freeway in Katy, Texas, United States. Our experienced team is dedicated to providing top-notch insurance services to meet the needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the right coverage at the best rates. Trust MWA Tax and Insurance LLC for all your insurance needs.
24285 Katy Fwy Suite 300-5, Katy, TX 77494, United States -
Seguros Unidos Insurance Agency & Taxes
● OpenSeguros Unidos Insurance Agency & Taxes is a trusted insurance agency located at 1920 Primewest Parkway in Katy, Texas. Our dedicated team of professionals is committed to providing top-notch insurance services and tax assistance to our clients. Whether you need coverage for your home, car, or business, we have a wide range of insurance options to meet your needs. Additionally, our tax experts can help you navigate the complexities of tax preparation and planning. Visit us today to experience personalized service and peace of mind knowing your assets are protected.
1920 Primewest Pkwy Suite 600, Katy, TX 77449, United States -
Tricia Calzavara - State Farm Insurance Agent
● OpenTricia Calzavara - State Farm Insurance Agent is located at 810 South Mason Road in Katy, Texas, United States. As an insurance agency, we offer services to help you navigate estate taxes through the use of an irrevocable life insurance trust. We also provide tips on DIY auto maintenance to save on repair costs. For your security, we advise against sharing sensitive personal information on our website. If you need assistance with accessibility, please call (281) 855-7220. State Farm Life Insurance Company and State Farm Life and Accident Assurance Company are the providers of life insurance and annuities. State Farm VP Management Corp. offers investment services, but please note that investing involves risk. Our agents do not provide tax or legal advice, so it is recommended to consult with a professional for personalized guidance.
810 S Mason Rd STE 160, Katy, TX 77450, United States -
Right Decision Financial Planning
● OpenRight Decision Financial Planning, located at 7043 Terrece Ridge in Katy, Texas, has been providing independent fiduciary investment services since 2002. As a Registered Investment Adviser (RIA), we are held to the highest standard of client care, always putting our client's interests first and fully disclosing any potential conflicts of interest. Unlike traditional advisors, we do not directly hold customer funds or securities, instead, the client's assets are held at their chosen custodian for safekeeping. Our services include investment advisory and financial planning, with a focus on structuring prudent fiduciary processes around planning and investment management. We monitor our clients' progress on an ongoing basis and meet with them at least annually to discuss their financial goals. We work with most major custodians, offering our clients the flexibility to choose the custodian that best suits their needs.
7043 Terrace Ridge, Katy, TX 77494, United States -
KG Tax Multiservices
● OpenKG Tax Multiservices is a comprehensive financial institution located at 3060 North Fry Road in Katy, Texas. Specializing in tax preparation, insurance services, and travel planning, our experienced team is dedicated to providing top-notch assistance to our clients. Whether you need help with your taxes, want to protect your assets with insurance coverage, or are looking to plan your next adventure, KG Tax Multiservices is here to help. Visit us today to experience our professional and reliable services.
3060 N Fry Rd, Katy, TX 77449, United States -
A P Insurance & Tax
● OpenA P Insurance & Tax is a reputable institution located at 5770 North Fry Road in Katy, Texas, United States. Specializing in accounting, finance, and insurance services, our experienced team is dedicated to providing top-notch solutions for all your financial needs. Whether you are looking for assistance with tax preparation, insurance coverage, or financial planning, we are here to help. Trust A P Insurance & Tax for professional and reliable services to help you achieve your financial goals.
5770 N Fry Rd ste e, Katy, TX 77449, United States -
FINO Services LLC
● OpenFINO Services LLC is a reputable insurance agency and local government office located at 6193 Highway Boulevard in Katy, Texas, United States. Our dedicated team of professionals is committed to providing top-notch insurance services and assistance with local government matters. Whether you are looking for insurance coverage or need help navigating government procedures, we are here to help. Visit us today to experience our personalized service and expertise.
6193 Hwy Blvd #205, Katy, TX 77494, United States -
State Farm John Adkins
● OpenState Farm John Adkins is an insurance agency located at 24203 Kingsland Boulevard in Katy, Texas. Situated between Grand Parkway (99) and Katy Mills Mall, next to All Pets Animal Hospital, our agency specializes in providing Homeowners, Auto, Renter's, Flood, and Life Insurance services to the Katy area and surrounding communities such as Cypress, Sugarland, Fulshear, West Houston, the Energy Corridor, and Greater Ft. Bend County. Our dedicated team, including licensed members Armando Fernandez and Letty Abundis, is committed to offering a remarkable customer experience in a consistent and seamless manner. We also offer assistance in creating business disaster plans to protect employees, secure assets, and resume operations, as well as provide valuable information on the dangers of drunk driving and the benefits of telematics in sharing vehicle data with insurance companies or mechanics.
24203 Kingsland Blvd, Katy, TX 77494, United States -
Ehrman Murphy & Company, LLP
● ClosedEhrman Murphy & Company, LLP is a health insurance agency located at 9225 Katy Freeway in Houston, Texas. We are dedicated to helping individuals, businesses, and families with their insurance needs. Our services include helping consumers save money, assisting businesses in reducing risk, and aiding families in protecting and preserving their financial future. We are licensed in Texas, Arkansas, California, and Colorado, and we represent top insurance carriers. How can we help you today?
9225 Katy Fwy # 201, Houston, TX 77024, United States -
Portal Enterprise Multi-Services
● OpenPortal Enterprise Multi-Services is a reputable finance and insurance agency located at 21734 Provincial Boulevard in Katy, Texas. Our institution offers a wide range of financial services including investment planning, retirement accounts, and loans. Additionally, we provide various insurance options such as auto, home, and life insurance to meet the needs of our clients. Our experienced team of professionals is dedicated to providing personalized solutions and exceptional customer service. Visit us today to secure your financial future with Portal Enterprise Multi-Services.
21734 Provincial Blvd Suite 240C, Katy, TX 77450, United States -
LGE Systems & Multiservices
● OpenLGE Systems & Multiservices is a trusted institution located at 3111 North Fry Road in Katy, Texas, United States. We specialize in providing top-notch accounting, finance, and insurance services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of financial management and achieve their goals. Whether you need assistance with tax preparation, investment planning, or insurance coverage, we are here to provide expert guidance and support. Visit us today to learn how LGE Systems & Multiservices can help you secure a brighter financial future.
3111 N Fry Rd #284, Katy, TX 77449, United States -
Stirneman Law, PLLC
● OpenStirneman Law, PLLC is a reputable law firm located in Katy, Texas, United States. Specializing in various legal services, the experienced team at Stirneman Law, PLLC is dedicated to providing top-notch representation and personalized attention to each client. With a focus on integrity, professionalism, and client satisfaction, Stirneman Law, PLLC is committed to delivering excellent legal solutions for individuals and businesses alike. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, Stirneman Law, PLLC is here to help. Contact us at 24044 Cinco Village Center Boulevard to schedule a consultation today.
24044 Cinco Village Center Blvd #100, Katy, TX 77494, United States -
McGee Wealth Management
● OpenMcGee Wealth Management is a premier finance and insurance agency located at 848 Dominion Drive in Katy, Texas, United States. With a team of experienced professionals, we provide personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
848 Dominion Dr # 100, Katy, TX 77450, United States -
North Star Wealth Management Inc.
● OpenNorth Star Wealth Management Inc. is a comprehensive financial institution located in Katy, Texas, United States. Specializing in finance, health, insurance, and legal services, our team of experienced professionals is dedicated to helping clients navigate the complexities of their financial portfolios. Whether you are looking to grow your wealth, protect your assets, or plan for the future, North Star Wealth Management Inc. is here to provide expert guidance and personalized solutions tailored to your unique needs. Trust us to be your guiding light on the path to financial success.
2717 Commercial Center Boulevard Cinco Ranch, Ste E200, Katy, TX 77494, United States -
Future Financial Solutions
● OpenWelcome to Future Financial Solutions, located at 1846 Snake River Road in Katy, Texas, United States. As a finance institution, we specialize in helping individuals protect and grow their nest eggs for a successful retirement. At Future Financial Solutions, we understand the importance of securing your savings for the future. Our team is dedicated to providing you with the information and strategies needed to ensure your financial stability in retirement. Whether you attend one of our educational seminars or schedule a one-on-one meeting with us, we will guide you in making informed decisions about your financial future.
1846 Snake River Rd B, Katy, TX 77449, United States -
NEXT Financial Group, Inc.
● OpenNEXT 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 -
Mariner Investment Group
● OpenMariner Investment Group is a finance and insurance agency located at 9601 Katy Freeway, Houston, Texas, United States. Since 1994, we have been dedicated to helping individuals and families plan for a bright future through financial and investment planning. Our team of licensed financial advisors specializes in Self Directed retail and Retirement Accounts, Managed Accounts Clearing, and offers impartial guidance on how to invest in stocks. As a registered broker dealer with the Securities and Exchange Commission and a member of FINRA/SIPC, we provide transparent fee structures and unbiased recommendations to help you reach your long-term financial goals. Our team is committed to ethics and integrity, ensuring that your best interests are always prioritized.
9601 Katy Fwy, Houston, TX 77024, United States -
Business Interruption Consulting
● OpenBusiness Interruption Consulting is a leading institution located in Houston, Texas, specializing in providing expert advice and assistance to businesses facing interruptions in their operations. With a dedicated team led by CEO and Managing Executive Scott, who has over twenty years of experience in Forensic Accounting, the institution has a proven track record of helping clients navigate complex damages and financial challenges. Located at 17714 Red Oak Drive and 11757 Katy Freeway in Houston, Texas, Business Interruption Consulting is a trusted partner for businesses seeking professional guidance in times of crisis.
17714 Red Oak Dr, Houston, TX 77090, United States -
MCN Multiservices
● OpenMCN Multiservices is a leading institution located at 19214 Clay Road in Katy, Texas, United States. We specialize in providing top-notch accounting, finance, and insurance services to individuals and businesses. Our dedicated team of professionals is committed to helping our clients achieve their financial goals and secure their future. Whether you need help with tax preparation, financial planning, or insurance coverage, MCN Multiservices is here to assist you every step of the way. Visit us today to experience the difference our personalized services can make in your financial success.
19214 Clay Rd #E1, Katy, TX 77449, United States -
Flato, Williams & Patterson, P.C.
● OpenFlato, Williams & Patterson, P.C. is a leading accounting and finance institution located at 9821 Katy Freeway in Houston, Texas, United States. With a team of experienced professionals, they provide a wide range of financial services including tax planning, auditing, bookkeeping, and consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses seeking expert financial guidance. Whether you need assistance with personal finances or corporate accounting, Flato, Williams & Patterson, P.C. is here to help you achieve your financial goals.
9821 Katy Fwy #200, Houston, TX 77024, United States
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