TOP 10 Tax efficient investing in Texas

Merrill Lynch Private Wealth Advisor Austin Burt is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. They offer industry-leading research and expert analysis to help individuals, families, businesses, and nonprofit institutions achieve their financial goals. The team includes private wealth advisors from Merrill Private Wealth Management and financial advisors from Merrill Lynch Wealth Management, working together to meet specialized needs and build relationships based on trust and personalized service. Dan, a multiple degree holder from The University of Texas at Austin, leads the team with a focus on managing substantial wealth and shaping a legacy for the future. Michael, another key member, brings extensive experience in working with nonprofits, endowments, businesses, and ultra high net worth families to address various financial needs. Bob, the founder of the Nelson Wood Nelson team, specializes in devising strategies for concentrated stock positions and using options to enhance portfolio returns.

Sara Ortiz, a Financial Advisor at Ameriprise Financial Services, LLC in San Antonio, Texas, offers a wide range of financial services to meet the needs of individuals and businesses. Sara holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating her expertise in asset management, estate planning, investment strategies, and retirement planning. Whether you are a retiree, small business owner, or high net worth client, Sara can provide personalized financial advice to help you achieve your goals. Contact Sara Ortiz today to schedule a consultation and take the first step towards securing your financial future.

Planto Roe Financial Services is a reputable finance and insurance agency located at 19230 Stonehue in San Antonio, Texas. With a commitment to providing superior financial services to individuals and businesses, our team of experienced professionals offers a wide range of financial solutions tailored to meet the unique needs of our clients. Whether you are looking for insurance coverage, investment advice, retirement planning, or wealth management services, Planto Roe Financial Services is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you in securing your financial future.

Edward Jones - Financial Advisor: Robert T Zito, AAMS™ is a reputable finance institution located at 160 Creekside Park in Spring Branch, Texas, United States. As a knowledgeable and experienced financial advisor, Robert T Zito, AAMS™ provides personalized financial planning services to help clients achieve their long-term financial goals. Whether you are looking to invest for retirement, save for your child's education, or build wealth for the future, Robert T Zito, AAMS™ can provide expert guidance and tailored solutions to meet your unique needs. Trust Edward Jones - Financial Advisor: Robert T Zito, A “good neighbor” committed to helping you secure a brighter financial future.

John White is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1314 East Sonterra Boulevard in San Antonio, Texas, United States. John holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications cover a wide range of financial planning and asset management topics, ensuring that John is well-equipped to assist individuals with their investment needs. With expertise in estate planning, retirement planning, investment strategies, and insurance products, John White is committed to providing personalized and comprehensive financial advice to his clients. Whether you are a retiree, small business owner, or high net worth individual, John can help you navigate the complexities of financial planning and achieve your financial goals.

MainStreet Financial Strategies is a leading finance institution located at 17202 Sable Landing in San Antonio, Texas, United States. Our team of experienced financial advisors provides personalized strategies to help individuals and businesses achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, MainStreet Financial Strategies offers comprehensive services to meet your needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.

David Wynn is a financial advisor at Ameriprise Financial Services, LLC located at 1314 East Sonterra Boulevard in San Antonio, Texas, United States. David Wynn 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®, 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®. These certifications demonstrate David Wynn's expertise in various areas of financial planning, asset management, estate planning, retirement planning, and more. David Wynn is committed to providing high-quality financial advice and services to individuals, retirees, small business owners, high net worth clients, and those with specialized needs such as military personnel and families with special needs children. Contact David Wynn for expert financial guidance and support.

David E Kunold - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1 IKEA-RBFCU Parkway, Live Oak, Texas, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution provides investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update approaches, and track progress towards goals. Clients have access to their investments and accounts from any device, securely. The institution focuses on goals such as retirement, education, and major purchases. David E Kunold is registered in states where securities business can be conducted. The initial consultation provides an overview of financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. Clients are bound by the terms of the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. Referrals are appreciated, and the institution will reach out to them soon.

Stephen N Havel - Morgan Stanley is a renowned finance institution located at 7600 Broadway in San Antonio, Texas, United States. With a reputation for excellence in financial services, the institution offers a wide range of investment opportunities and wealth management solutions to help clients achieve their financial goals. The team of experienced professionals at Stephen N Havel - Morgan Stanley is dedicated to providing personalized guidance and expert advice to clients, ensuring that their financial needs are met with precision and care. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Stephen N Havel - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Wesley J Blackmon, CFP® is a reputable financial institution located at 814 East Avenue in Katy, Texas, United States. As a Certified Financial Planner®, Wesley J Blackmon offers expert financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for a child's education, or looking to grow your investments, Wesley J Blackmon can provide personalized solutions to meet your needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Wesley J Blackmon, CFP® is dedicated to helping clients secure their financial future.

Edward Jones - Financial Advisor: Shane P Theriot is a reputable finance institution located at 633 East Fernhurst Drive, Katy, Texas, United States. As a trusted financial advisor, Shane P Theriot provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing sound investment advice, Edward Jones - Financial Advisor: Shane P Theriot is dedicated to helping clients secure their financial futures.

Walters & Associates - Ameriprise Financial Services, LLC is a finance institution located at 2900 Commercial Center Boulevard in Katy, Texas, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states, providing personalized financial planning services. During the initial consultation, we discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are dedicated to helping you achieve your objectives. Our website contains important disclosures, rules, and regulations to ensure your privacy and security. We appreciate referrals and look forward to helping your friends and family members reach their financial goals. Contact us today to schedule a meeting and discuss what's most important to you.

Edward Jones - Financial Advisor: Anne Martin is a reputable accounting and finance institution located at 18338 Kingsland Boulevard in Houston, Texas, United States. Anne Martin is a trusted financial advisor who provides personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Anne Martin offers expert advice on investments, retirement planning, insurance, and estate planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Anne Martin is dedicated to helping you secure a stable financial future.

Edward Jones - Financial Advisor: Ken Parker, AAMS™, is a trusted institution located at 8711 Highway 6 North in Houston, Texas. As a finance institution, Ken Parker offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Ken Parker provides expert guidance and recommendations tailored to each individual's unique financial situation. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Ken Parker, AAMS™, is dedicated to helping you secure a stable financial future.

Alex Linder - Thrivent is a finance institution located at 12807 Jones Road, Houston, Texas, United States. With licenses in multiple states including CA, CO, FL, IA, LA, MO, OH, OR, PA, TX, VA, WA, WI, and WV, Thrivent is dedicated to providing financial advice, investments, insurance, banking, and generosity programs to help individuals and families achieve financial security and clarity. As a Financial Professional with over 20 years of experience, we work with clients to develop comprehensive financial plans that align with their goals and values. Through collaboration and education, we aim to ensure that our clients feel confident in their financial decisions for themselves and future generations. Thrivent does not provide legal, accounting, or tax advice, but offers a Financial Planning Framework and Dedicated Planning Services to assist clients in achieving their financial goals. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products, securities, and investment advisory services through licensed financial advisors. For more information on professional designations and services offered, visit Thrivent.com.

Edward Dobin, a financial advisor at Ameriprise Financial Services, LLC, is located at 2277 Plaza Drive in Sugar Land, Texas, United States. Edward Dobin offers personalized financial advice to help clients prepare for their future financial goals, whether it's saving for college, planning for retirement, or making smart investments. By understanding what is truly important to each individual, Edward Dobin can provide guidance to help clients feel more confident and in control of their financial lives. If you have questions or would like to schedule a complimentary initial consultation, Edward Dobin invites you to get in touch. Background and qualification information can be found on FINRA's BrokerCheck website, as well as the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Adam Burden - Thrivent is a finance institution located at 12807 Jones Road, Houston, Texas, United States. The institution is licensed in multiple states including CA, IL, OH, TX, WA, and WI. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with further planning engagements available through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Licensed agents and financial advisors provide insurance products, securities, and investment advisory services. Visit Thrivent.com for more information on their services and professional designations.

Steve Alexander - RBC Wealth Management Financial Advisor is a trusted financial institution located at 2150 Town Square Place in Sugar Land, Texas, United States. As a seasoned financial advisor, Steve Alexander is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on providing comprehensive financial planning services, Steve Alexander works closely with clients to develop tailored investment strategies that align with their unique needs and objectives. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Steve Alexander - RBC Wealth Management Financial Advisor is committed to providing expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Jim McKenzie, AAMS™ is a reputable finance institution located at 32731 Egypt Lane in Magnolia, Texas, United States. With a focus on providing personalized financial planning services, Jim McKenzie, AAMS™, helps clients navigate the complexities of investing and wealth management. Whether you are looking to plan for retirement, save for a child's education, or grow your investments, Jim McKenzie, AAMS™, offers tailored solutions to meet your financial goals. With a commitment to exceptional customer service and a strong track record of success, Edward Jones - Financial Advisor: Jim McKenzie, AAMS™ is a trusted partner in helping individuals secure their financial future.

Triple Financial Services is a reputable institution located at 19734 Saums Road in Houston, Texas. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. From tax preparation to investment planning, we offer a wide range of services tailored to meet our clients' specific needs. Trust Triple Financial Services to handle all your financial needs with expertise and efficiency.

Edward Jones - Financial Advisor: Kent A Beard, AAMS™ is a reputable financial institution located at 1500 South Dairy Ashford Road in Houston, Texas, United States. Specializing in providing personalized financial advice and services, Kent A Beard, AAMS™ offers expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored solutions, this institution is committed to helping individuals and families navigate the complexities of finance with confidence and clarity. Whether you are planning for retirement, investing for the future, or seeking to grow your wealth, Edward Jones - Financial Advisor: Kent A Beard, AAMS™ is dedicated to providing professional and reliable financial support.

Oak Bridge Financial - Ameriprise Financial Services, LLC is a finance institution located at 757 North Eldridge Parkway, Houston, Texas, United States. They offer a range of services including investment recommendations, asset allocation, and portfolio management tailored to individual goals and risk tolerance. The institution values regular communication with clients to track progress and make adjustments as needed. Clients can access their accounts and investments securely from any device. The team at Oak Bridge Financial is supported by the Ameriprise Investment Research Group, ensuring clients receive up-to-date market analysis and guidance. They offer complimentary initial consultations to discuss financial goals and risk tolerance. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing a secure and regulated environment for clients. Clients can refer friends and family members to the institution for assistance in achieving their financial goals.

D-Edward Jones - Financial Advisor is a reputable finance institution located at 5630 North Eldridge Parkway in Houston, Texas, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and sound financial planning. Whether you are looking to grow your wealth, save for retirement, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Trust D-Edward Jones - Financial Advisor to help you secure a bright financial future.

Mike Jepson - Raymond James is a financial institution located at 580 Westlake Park Boulevard in Houston, Texas, United States. Specializing in wealth management and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, we provide personalized solutions tailored to your individual needs. With a commitment to excellence and a focus on building long-term relationships, Mike Jepson - Raymond James is your trusted partner in financial success.

Carl Vincent - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11757 Katy Freeway, Houston, Texas, United States. The institution offers a range of certifications and designations 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, estate planning, investment management, and specialized services for specific client needs such as veterans and individuals with special needs. The institution is dedicated to providing comprehensive and personalized financial advice to help individuals and businesses achieve their financial goals.

David Riggs - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 10375 Richmond Avenue in Houston, Texas, is a finance institution that offers a range of specialized certifications and designations for financial professionals. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of topics such as asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing expert financial advice and support to individuals, retirees, small business owners, high net worth clients, and those with special financial needs.

Edward Jones - Financial Advisor: Jeff Gulitus, CFP®|ChFC®|CEPA® is a reputable financial institution located in Houston, Texas, United States. Specializing in financial planning and wealth management, Jeff Gulitus is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Certified Exit Planning Advisor (CEPA®). With years of experience and expertise in the field, Jeff Gulitus provides personalized financial advice and strategies to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Edward Jones - Financial Advisor: Jeff Gulitus, CFP®|ChFC®|CEPA® is dedicated to helping you navigate the complexities of the financial world and secure your financial future. Visit their office at 4794 West Bellfort Street to learn more about their services.

Alexander Wealth Management Group is a finance institution located at 2150 Town Square Place in Sugar Land, Texas, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, our team is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start on the path towards financial success.

Linda Donovan - RBC Wealth Management Financial Advisor is a leading financial institution located at 750 Town and Country Boulevard in Houston, Texas. Specializing in wealth management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we provide personalized solutions tailored to your unique needs. With a commitment to excellence and a focus on building long-term relationships, Linda Donovan - RBC Wealth Management Financial Advisor is your trusted partner in financial success.

Scott Bowers is a Financial Advisor at Ameriprise Financial Services, LLC, located at 800 Bering Drive in Houston, Texas, United States. Scott 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®. Scott is dedicated to providing comprehensive financial planning services to individuals, including asset management, retirement planning, estate planning, investment strategies, and risk management. With a commitment to ethical standards and continuous education, Scott is well-equipped to help clients achieve their financial goals.