Tax risk management in Texas
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Edward Jones - Financial Advisor: Bill Coffey, CFP®
● ClosedEdward Jones - Financial Advisor: Bill Coffey, CFP® is a trusted financial institution located at 1300 East Whitestone Boulevard in Cedar Park, Texas, United States. Specializing in finance, Bill Coffey, a Certified Financial Planner, provides personalized and expert financial advice to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Bill Coffey, CFP® is dedicated to helping individuals and families secure their financial future.
1300 E Whitestone Blvd Suite 450, Cedar Park, TX 78613, United States -
Trinvest Advisors, LLC
● OpenTrinvest Advisors, LLC is a finance institution located at 15749 Booth Circle in Volente, Texas, United States. We specialize in providing expert financial advice and investment strategies to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to helping individuals and businesses navigate the complexities of the financial world and make informed decisions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Trinvest Advisors, LLC is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.
15749 Booth Cir, Volente, TX 78641, United States -
Merrill Lynch Financial Advisor Elec Presnell
● ClosedMerrill Lynch Financial Advisor Elec Presnell is a finance institution located at 1780 Hughes Landing Boulevard in The Woodlands, Texas, United States. They are dedicated to understanding you and your family, your unique financial situation, and what matters most to you. With a proactive approach to communication, personalized service, and a commitment to continuing financial education, they aim to help you grow, preserve, and distribute your wealth. Their team, supported by the global resources of Merrill, is comprised of talented individuals who are committed to building strong client relationships based on trust and personalized service. Merrill offers personalized investment strategies and access to comprehensive financial solutions from Bank of America. They believe in getting to know you personally, understanding your goals, priorities, and financial situation, and designing an approach that reflects your unique needs. Their advisors are recognized for exemplary client service and are committed to helping you achieve your financial goals, no matter what stage of life you are in.
1780 Hughes Landing Blvd #900, The Woodlands, TX 77380, United States -
InNet Financial Group
● ClosedInNet Financial Group is a leading finance institution located at 6012 West William Cannon Drive in Austin, Texas, United States. With a strong reputation for providing expert financial services, they offer a wide range of solutions to help individuals and businesses achieve their financial goals. From investment management to retirement planning, their team of experienced professionals is dedicated to delivering tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth or secure your financial future, InNet Financial Group is committed to helping you succeed.
6012 W William Cannon Dr, Austin, TX 78749, United States -
Bank of America Private Client Advisor Samantha A Kennedy
● OpenBank of America Private Client Advisor Samantha A Kennedy, located at 800 Capitol Street in Houston, Texas, is a finance institution that provides personalized advice and guidance to ultra-high-net-worth families and nonprofit institutions. Samantha Kennedy, a Managing Director with Bank of America Private Bank, leads a team of specialists who offer services in wealth structuring, investment management, asset financing, banking, philanthropy, and nonprofit advisory. With over 20 years of experience in the industry, Samantha is dedicated to the long-term well-being of her clients, working towards their financial objectives with strategic planning and expertise. She is actively involved in various nonprofits in the Houston area, demonstrating her commitment to giving back to the community. The institution focuses on building strong client relationships based on trust and personal experience, aiming to meet the needs and goals of individuals, families, businesses, and institutions. With a history of over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial goals. They prioritize innovation and adaptability in today's evolving financial landscape, providing clients with disciplined strategies and solutions for wealth management. Important information about the institution's services, privacy policies, and risk factors is provided on their website. Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients are encouraged to consult their own advisors before making financial decisions.
800 Capitol St, Houston, TX 77002, United States -
Edward Jones - Financial Advisor: Danny E Morgan, CFP®
● ClosedEdward Jones - Financial Advisor: Danny E Morgan, CFP® is a trusted financial institution located at 16333 Great Oaks Drive in Round Rock, Texas. As a Certified Financial Planner, Danny E Morgan offers expert financial advice and planning services to help clients achieve their financial goals. Whether you are looking to invest for retirement, save for your child's education, or plan for a major purchase, Danny E Morgan can provide personalized solutions to meet your needs. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Danny E Morgan, CFP® is dedicated to helping clients secure their financial future.
16333 Great Oaks Dr #100, Round Rock, TX 78681, United States -
Scott A Miller - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedScott A Miller - Financial Advisor, Ameriprise Financial Services, LLC, located at 11675 Jollyville Road, Austin, Texas, United States, offers a wide range of financial services. The institution provides expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Scott A Miller holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating a commitment to professional excellence and ethical standards. The institution also specializes in areas such as behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more. With a team of highly qualified professionals, Scott A Miller - Financial Advisor, Ameriprise Financial Services, LLC, is dedicated to providing comprehensive and personalized financial advice to clients.
11675 Jollyville Rd STE 200, Austin, TX 78759, United States -
Edward Jones - Financial Advisor: Hailey M Whitt, AAMS™
● OpenEdward Jones - Financial Advisor: Hailey M Whitt, AAMS™ is a reputable finance institution located at 10625 West Parmer Lane in Austin, Texas, United States. Hailey M Whitt, a knowledgeable and experienced advisor with the Accredited Asset Management Specialist (AAMS™) designation, provides personalized financial guidance and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or building wealth, Hailey M Whitt and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
10625 W Parmer Ln Ste D200, Austin, TX 78717, United States -
Mitchell & Associates Investment Consultants
● ClosedMitchell & Associates Investment Consultants is a renowned finance institution located at 1202 Pike Road in Austin, Texas, United States. With a team of experienced professionals, they offer expert financial advice and consulting services to help clients make informed investment decisions. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Mitchell & Associates Investment Consultants is committed to providing personalized solutions tailored to your unique financial goals. Trust in their expertise and dedication to help you achieve financial success.
1202 Pike Rd, Austin, TX 78734, United States -
Merrill Lynch Financial Advisor Samuel Showery
● ClosedMerrill Lynch Financial Advisor Samuel Showery, located at 3700 North Capital of Texas Highway in Austin, Texas, is dedicated to helping you manage your wealth with a personalized approach tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Samuel Showery can assist you in creating a flexible strategy that adapts to changing market conditions. At Merrill Lynch Wealth Management, your financial advisor prioritizes understanding your family, goals, and priorities to create a plan that evolves as your life changes. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Samuel Showery can help you develop a personalized financial approach that aligns with your values and aspirations.
3700 N Capital of Texas Hwy, Austin, TX 78746, United States -
Coordinated Financial Group
● ClosedCoordinated Financial Group is a leading finance institution located at 13809 Research Boulevard in Austin, Texas, United States. We specialize in providing comprehensive financial services and solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals offers personalized guidance and expertise in areas such as investments, retirement planning, insurance, and wealth management. At Coordinated Financial Group, we are dedicated to helping our clients navigate the complexities of the financial world and secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
13809 Research Blvd #250, Austin, TX 78729, United States -
Prudence Planning
● ClosedPrudence Planning is a trusted finance and insurance agency located at 3613 Williams Drive in Georgetown, Texas, United States. With a commitment to providing personalized financial planning and insurance solutions, our team of experts is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Prudence Planning offers comprehensive services tailored to meet your individual needs. Visit us today to start planning for a secure financial future.
3613 Williams Dr STE 804, Georgetown, TX 78628, United States -
Edward Jones - Financial Advisor: Cuan McComb, CFP®
● ClosedEdward Jones - Financial Advisor: Cuan McComb, CFP® is a reputable finance institution located at 3613 Williams Drive in Georgetown, Texas, United States. As a Certified Financial Planner, Cuan McComb provides expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, Edward Jones is committed to helping individuals and families navigate the complexities of investing and financial planning. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Cuan McComb and the team at Edward Jones are dedicated to helping you secure a stable financial future.
3613 Williams Dr STE 604, Georgetown, TX 78628, United States -
Rick Dunagan - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRick Dunagan - Financial Advisor, Ameriprise Financial Services, LLC, located at 9442 North Capital of Texas Highway, Austin, Texas, United States, offers expert financial advice and services. If you have questions or would like to schedule a complimentary initial consultation, get in touch with us. Our background and qualification information is available on FINRA's BrokerCheck website. Learn about the positive backdrop for stock prices and the potential for the current bull market rally to extend further into 2024. If you're not already a client, take the next step towards a more confident financial future by setting up a complimentary initial consultation.
Arboretum Plaza One, 9442 N Capital of Texas Hwy Ste 800, Austin, TX 78759, United States -
Merrill Lynch Financial Advisor Michael Krumholz
● ClosedMerrill Lynch Financial Advisor Michael Krumholz is a finance institution located at 3700 North Capital of Texas Highway in Austin, Texas. Managing your wealth starts with a comprehensive understanding of your financial situation, and Michael Krumholz can help create a flexible strategy tailored to your individual needs. With access to investment insights from Merrill and banking solutions from Bank of America, Michael works to help you achieve your financial goals through personalized wealth management strategies. As a Registered Senior Wealth Management Client Associate, Michael follows the Merrill tradition of community involvement and volunteering. By utilizing the Merrill Personal Wealth Analysis™ tool, he can develop a personalized plan focused on your goals. Michael's team is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill.
3700 N Capital of Texas Hwy, Austin, TX 78746, United States -
Edward Jones - Financial Advisor: Jack Cramer
● OpenEdward Jones - Financial Advisor: Jack Cramer is a trusted financial institution located at 3801 North Capital of Texas Highway in Austin, Texas. As a dedicated finance advisor, Jack Cramer provides personalized financial solutions to help clients achieve their goals and secure their financial future. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Jack Cramer is the go-to destination for individuals seeking expert financial guidance in Austin, Texas.
3801 N Capital of Texas Hwy E-210, Austin, TX 78746, United States -
Merrill Lynch Financial Advisor Tiffany N Contreras
● ClosedMerrill 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 -
ENZI Wealth
● ClosedENZI Wealth is a finance institution located at 8500 Bluffstone Cove in Austin, Texas, United States. As a Registered Investment Advisor, ENZI Wealth offers advisory services to clients where the institution and its representatives are properly licensed or exempt from licensure. The institution emphasizes the importance of new beginnings and the risks involved in investing, while also expressing gratitude for the accomplishments achieved in the financial services industry. Those interested in the services provided by ENZI Wealth can expect a member of the team to reach out shortly. Please note that ENZI Wealth does not provide accounting services and past performance is not indicative of future returns.
8500 Bluffstone Cove Ste 105A, Austin, TX 78759, United States -
Justin Montandon - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJustin Montandon - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 10415 Morado Circle in Austin, Texas, offers a wide range of financial services for individuals looking to manage their wealth effectively. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, Justin Montandon is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment strategies. Additionally, Justin Montandon holds certifications in Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With a focus on providing comprehensive financial planning services, Justin Montandon is dedicated to helping clients achieve their financial goals and secure their financial future.
10415 Morado Cir Ste 2-100, Austin, TX 78759, United States -
Pam Friedman, Robertson Stephens
● ClosedPam Friedman, Robertson Stephens is a boutique finance institution located at 1308 Navasota Street in Austin, Texas, United States. Led by Managing Director and Principal Pam Friedman, who has nearly 30 years of financial planning and investment experience, the firm offers a comprehensive suite of wealth management solutions. Pam is a Certified Financial Planner™ professional and Certified Divorce Financial Analyst® who has authored books on marriage, divorce, and maintaining a healthy financial balance. She has been featured in various publications and on ABC News Radio. Pam is also a trained family law mediator and teaches financial topics in divorce to mediator trainees. The institution is known for its expertise in financial planning, investment strategies, and divorce planning. Pam holds an MBA, BBA, and BA in Finance and Economics from The University of Texas at Austin. The firm is dedicated to helping clients achieve their financial goals and maintain a healthy financial balance.
1308 Navasota St, Austin, TX 78702, United States -
Lincoln Financial Advisors
● ClosedLincoln Financial Advisors is a reputable finance institution located at 4617 Page Street in Austin, Texas, United States. With a team of experienced financial advisors, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment management, or insurance solutions, Lincoln Financial Advisors can provide personalized guidance to help you make informed decisions. Trust in their expertise and commitment to excellence to secure your financial future.
4617 Page St, Austin, TX 78723, United States -
Matt Chapman - Raymond James
● OpenMatt Chapman - Raymond James is a finance institution located at 6034 West Courtyard Drive in Austin, Texas, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, our experts are here to provide guidance and support every step of the way. Trust Matt Chapman - Raymond James to help you secure a stable financial future.
6034 W Courtyard Dr #305, Austin, TX 78730, United States -
Whitfield Bacon Wealth Partners
● OpenWhitfield Bacon Wealth Partners is a premier financial institution located in Austin, Texas. Our team of experienced professionals are dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investment portfolio, our team is here to assist you every step of the way. Visit us at 901 South MoPac Expressway to learn more about how Whitfield Bacon Wealth Partners can help you secure your financial future.
901 S MoPac Expy, Austin, TX 78746, United States -
Kelly Financial Services
● ClosedKelly Financial Services is a leading accounting, finance, and insurance agency located at 702 Rio Grande Street in Austin, Texas, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, investment management, and insurance solutions. At Kelly Financial Services, we are committed to helping our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and learn how we can assist you with your financial needs.
702 Rio Grande St, Austin, TX 78701, United States -
Edward Jones - Financial Advisor: John D Kaspar, CFP®
● ClosedAt Edward Jones - Financial Advisor: John D Kaspar, CFP®, located at 305 Main Street in Hutto, Texas, United States, clients can expect personalized financial advice and guidance from a Certified Financial Planner. Whether you are planning for retirement, saving for college, or investing for the future, John D Kaspar and his team are dedicated to helping you achieve your financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial services to individuals and families in the Hutto community. Contact John D Kaspar today to start planning for a secure financial future.
305 Main St, Hutto, TX 78634, United States -
Merrill Lynch Financial Advisor Rebecca Ann Montoya
● ClosedMerrill Lynch Financial Advisor Rebecca Ann Montoya, located at 607 West 3rd Street, Austin, Texas, United States, offers insights, observations, and ideas to help clients pursue their financial goals. With a focus on personalized wealth management strategies, Rebecca Montoya aims to understand each client's unique financial picture and priorities. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, she helps clients create flexible strategies tailored to their changing needs. Through the Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals and aspirations. Rebecca Montoya believes in the importance of building relationships with clients, starting with a conversation to identify and prioritize their financial goals. By using the Investment Personality Assessment, she can customize financial approaches to align with each client's investing preferences. With a commitment to helping clients navigate life changes and achieve their goals, Rebecca Montoya offers ongoing support and guidance to keep clients on track. As a Merrill Lynch Wealth Management Advisor, she is dedicated to helping clients build customized investment approaches that address their needs and aspirations. Rebecca Montoya is registered to do business in Texas and holds the Accredited Asset Management Specialist™ certification. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. With a focus on personalized service and comprehensive financial solutions, Rebecca Montoya is committed to helping clients live their best financial life.
607 W 3rd St, Austin, TX 78701, United States -
Summit Wealth Partners - UBS Financial Services Inc.
● OpenSummit Wealth Partners - UBS Financial Services Inc. is a prestigious finance institution located at 98 San Jacinto Boulevard in Austin, Texas, United States. With a strong reputation for excellence in financial services, Summit Wealth Partners offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals provides personalized guidance and strategic advice to assist clients in navigating the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Summit Wealth Partners - UBS Financial Services Inc. is dedicated to helping you secure a prosperous financial future.
98 San Jacinto Blvd #600, Austin, TX 78701, United States -
John Puailoa, CFP, ChFC - UBS Financial Services Inc.
● OpenJohn Puailoa, CFP, ChFC - UBS Financial Services Inc. is a renowned financial institution located at 98 San Jacinto Boulevard in Austin, Texas, United States. Specializing in finance, this institution offers expert advice and personalized financial planning services to help clients achieve their financial goals. With a team of experienced professionals led by John Puailoa, a Certified Financial Planner and Chartered Financial Consultant, clients can trust in the expertise and integrity of UBS Financial Services Inc. Whether you are looking to invest, plan for retirement, or manage your wealth, this institution is dedicated to providing top-notch financial solutions tailored to your individual needs.
98 San Jacinto Blvd Suite 600, Austin, TX 78701, United States -
Armando Hernandez - TIAA Financial Consultant
● OpenArmando Hernandez - TIAA Financial Consultant is a trusted finance institution located at 9600 Great Hills Trail in Austin, Texas. As a dedicated financial consultant, Armando Hernandez provides expert advice and personalized solutions to help clients achieve their financial goals. With a focus on transparency and integrity, this institution offers a wide range of financial services to individuals and businesses, including retirement planning, investment management, and wealth preservation. Whether you are looking to grow your wealth or secure your financial future, Armando Hernandez - TIAA Financial Consultant is committed to providing you with the guidance and support you need.
9600 Great Hills Trl #150, Austin, TX 78759, United States -
Cresset Family Office | Austin
● ClosedCresset Family Office in Austin, Texas is a finance institution dedicated to reinventing family office and private wealth management. They have been recognized by Barron's for their proprietary algorithms and awarded for their data as of specific dates. The institution offers goals-based financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy. They adhere to True Fiduciary® Standards, ensuring that their clients' interests come first. Cresset provides access to institutional-quality private investments and operates as an independent firm under strict SEC regulations. With no hidden costs or fees, Cresset Family Office is committed to providing exceptional service to individuals, families, and institutional clients.
303 Colorado St Suite 2675, Austin, TX 78701, United States
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