Tax management in Horizon City, TX
10 results found
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Horizon Advisory Group, LLC
● ClosedHorizon Advisory Group, LLC, located at 2808 Caroline Street in Houston, Texas, is a finance and insurance agency dedicated to helping individuals, families, and businesses achieve their financial goals and dreams. Our approach to financial planning is rooted in building a collaborative relationship with our clients, going beyond just numbers and data. We believe in bringing your vision to life and creating a customized strategy that promotes stability, growth, and longevity. Our goal is to provide you with the confidence to take control of your finances and make informed decisions for the future.
2808 Caroline St Ste 201-M, Houston, TX 77004, United States -
Sentry Management Inc
● OpenSentry Management Inc, located at 5 Eureka Circle in Wichita Falls, Texas, is a finance institution with a strong reputation. With over 95 years of combined experience in managing fixed income portfolios, the firm's investment philosophy is both conservative and dynamic. As a Registered Investment Adviser with the SEC and an Independent Registered Municipal Advisor with the MSRB/SEC, Sentry Management Inc manages over $5.5 billion in assets across seven states. The firm caters to a diverse client base including financial institutions, trust departments, pension plans, individuals, foundations, municipalities, and corporations. Specializing in fixed income securities, the firm's money managers conduct thorough credit analysis and utilize fundamental and technical analysis to make informed investment decisions. By closely monitoring market and economic developments, Sentry Management Inc aims to maximize risk-adjusted returns while minimizing transaction expenses.
5 Eureka Cir # E, Wichita Falls, TX 76308, United States -
Arleen Beard - State Farm Insurance Agent
● OpenArleen Beard - State Farm Insurance Agent is an insurance agency located at 13855 Horizon Boulevard in Horizon City, Texas, United States. Arleen and her team have been serving the Horizon City area for a combined total of 17 years, and they are dedicated to giving back to the community through donations and volunteering. Arleen, a former educator, believes in leaving a legacy for families and providing positive messages through her Facebook page. She is actively involved in organizations such as Gigi's Playhouse and local youth sports. Arleen and her team are committed to helping people manage risks, recover from the unexpected, and realize their dreams. They offer a range of insurance and financial services to meet customers' needs. Whether you need help with auto insurance, life insurance, or pet insurance, Arleen and her team are here to assist you. Visit their website or Facebook page to learn more about what they have to offer.
13855 Horizon Blvd Ste J, Horizon City, TX 79928, United States -
B J Kohutek Jr - State Farm Insurance Agent
● OpenB J Kohutek Jr - State Farm Insurance Agent is located at 7863 Callaghan Road in San Antonio, Texas. Situated on the corner of Callaghan and Horizon Hill, right behind Starbucks, this insurance agency has been serving the needs of State Farm policyholders since 1964. The friendly and experienced team is dedicated to helping customers with a variety of insurance needs including Auto, RV, Boat, Motorcycle, Homeowners, Renters, Farm & Ranch, and Business insurance. The agency emphasizes the importance of responsible behavior such as avoiding drunk driving and knowing your landlord's maintenance responsibilities. They also offer tips on planning your work to achieve business goals. Customers can rest assured that their sensitive personal information will be protected.
7863 Callaghan Rd Suite 105, San Antonio, TX 78229, United States -
Waterworth Wealth Advisors, LLC
● OpenWaterworth Wealth Advisors, LLC is a finance institution located at 1225 South Main Street in Grapevine, Texas, United States. What sets Waterworth Wealth Advisors apart from other financial advisory firms is our commitment to putting your interests first. As an independently owned firm, we are not tied to any corporate agenda, allowing us to provide personalized investment strategies and financial products tailored to your needs. We pride ourselves on simplifying complex financial topics and providing clear explanations without using technical jargon. Our goal is to build deep, lasting relationships with our clients so we can anticipate and address their financial needs, even those they may not be aware of.
1225 S Main St #103, Grapevine, TX 76051, United States -
Simonet Financial Group, LLC
● OpenSimonet Financial Group, LLC is a finance institution located at 1300 Dacy Lane in Kyle, Texas, United States. Our unique culture and business model set us apart, allowing us to bring success to our clients in achieving their financial goals. Whether you are just starting out or have a substantial portfolio to manage, our planning services make your decisions easier so you can focus on what matters most to you. With our long-term approach and strategic partnerships, you can trust in professional investment oversight from some of the most capable money managers in the industry. Our investment structures are tailored to your individual goals, risk tolerance, and time horizon, giving you confidence in your financial decisions.
4964, 1300 Dacy Ln #230, Kyle, TX 78640, United States -
Visionary Wealth Partners
● ClosedVisionary Wealth Partners is a finance and insurance agency located at 7550 Interstate 10 in San Antonio, Texas. Our firm specializes in crafting personalized wealth management strategies that prioritize financial growth, equitable distribution, and comprehensive retirement planning. We are dedicated to delivering unparalleled client experiences, catering to the unique needs of individuals, families, and foundations who share our vision for optimizing wealth for current and future generations. At Visionary Wealth Partners, we begin each new client relationship with a conversation to gain a comprehensive understanding of your objectives, risk tolerance, financial landscape, time horizon, and values. Our advisors then craft a holistic wealth management plan tailored to your specific needs, recognizing the uniqueness of each client's situation and ensuring that every plan is a customized fit.
7550 I-10 Suite 800, San Antonio, TX 78229, United States -
Merrill Lynch Financial Advisor Stephen P Lamb
● OpenMerrill Lynch Financial Advisor Stephen P Lamb is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, we believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and managing over 3 billion in client assets, our team at TSPN Wealth Management Group serves a select group of organizations and individuals, including CEOs, entrepreneurs, and executives. We focus on combining world-class resources with personalized, informed support to help clients achieve their greatest financial goals while preserving their financial futures. Our team believes in a mathematical, non-emotional investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, time horizon, and liquidity needs. We emphasize diversification across global asset classes, investment styles, sectors, and industry groups to manage portfolio risk effectively. We offer banking services through Bank of America, N.A. and provide regular meetings to review investment performance, portfolio rebalancing, and current strategy adjustments as needed.
800 Capitol St, Houston, TX 77002, United States -
Merrill Lynch Financial Advisor Tiffany N Contreras
● OpenMerrill Lynch Financial Advisor Tiffany N Contreras is a prestigious finance institution located at 3700 North Capital of Texas Highway, Austin, Texas, United States. The team at Merrill Lynch is dedicated to providing exemplary client service and has been recognized by financial industry publications and Bank of America Corporation. With access to the global resources of Merrill, the team, led by Tiffany N Contreras, is committed to building strong client relationships based on trust and personalized service. The institution focuses on understanding what matters most to their clients, whether it be family, goals, or priorities that may change over time. With over a quarter century of experience in navigating economic cycles, the team at Merrill Lynch aims to help clients make thoughtful decisions based on their risk tolerance, time horizon, liquidity needs, and overall investment goals.
3700 N Capital of Texas Hwy, Austin, TX 78746, United States -
Jerry M Bookkeeping
● OpenJerry M Bookkeeping is a reputable accounting and finance institution located at 13549 Lartington Street in Horizon City, Texas, United States. With a team of experienced professionals, Jerry M Bookkeeping offers a wide range of services to help individuals and businesses manage their finances effectively. From bookkeeping and payroll services to tax preparation and financial consulting, they are dedicated to providing top-notch solutions tailored to meet their clients' specific needs. Trust Jerry M Bookkeeping to handle all your accounting needs with precision and expertise.
13549 Lartington St, Horizon City, TX 79928, United States
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