Tax service providers in Universal City, Texas
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First Command Financial Advisor - Rob Brister
First Command Financial Advisor - Rob Brister is a finance institution located at 2101 Pat Booker Road in Universal City, Texas, United States. This institution provides financial services to clients on a voluntary basis, with no direct or indirect compensation given for testimonials. The experiences shared by clients may vary and are not a guarantee of future success. The institution operates with transparency and strives to help clients achieve their financial goals.
First Command Financial Advisor - Sherry Neeley
First Command Financial Advisor - Sherry Neeley is a trusted institution located at 2101 Pat Booker Road in Universal City, Texas, United States. Specializing in finance, Sherry Neeley provides expert financial advice and personalized strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, First Command Financial Advisor - Sherry Neeley is dedicated to helping individuals and families secure their financial future.
First Command Financial Advisor - Patrick Marshall
First Command Financial Advisor - Patrick Marshall is a finance institution located at 2101 Pat Booker Road in Universal City, Texas, United States. This institution offers financial services to help individuals and families achieve their financial goals. The institution operates on a strictly voluntary basis and does not provide any direct or indirect compensation to clients for testimonials. The experiences shared by clients may vary and are not a guarantee of future performance or success. Contact First Command Financial Advisor - Patrick Marshall for personalized financial advice and guidance.
Edward Jones - Financial Advisor: Douglas F Ternan
Edward Jones - Financial Advisor: Douglas F Ternan is a reputable finance institution located at 433 Kitty Hawk Road in Universal City, Texas, United States. As a trusted financial advisor, Douglas F Ternan provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Douglas F Ternan is committed to providing expert financial guidance and support to individuals and families in the Universal City area.
First Command Financial Advisor - Sid Frith
First Command Financial Advisor - Sid Frith is a finance institution located at 2101 Pat Booker Road in Universal City, Texas, United States. This institution provides financial services to clients on a voluntary basis, without any direct or indirect compensation. Testimonials from clients are strictly voluntary and may not be representative of the experience of other clients. First Command is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
Edward Jones - Financial Advisor: Steve D Rocha II
Edward Jones - Financial Advisor: Steve D Rocha II is a reputable finance institution located at 433 Kitty Hawk Road in Universal City, Texas, United States. As a trusted financial advisor, Steve D Rocha II offers personalized financial planning services to help clients achieve their financial goals and secure their future. With a commitment to providing top-notch financial advice and guidance, Edward Jones is dedicated to helping clients make informed decisions about their investments and finances. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Steve D Rocha II is here to help you every step of the way. Visit our office today to start your journey towards financial success.
Merrill Lynch Financial Advisor Brian Campbell
Merrill Lynch Financial Advisor Brian Campbell is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. With 6 years of experience in the financial services industry, Brian focuses on serving business owners, veterans, and families. He holds a bachelor's degree in History from The University of Houston and a Master of Business Administration in Finance and Investment Management from the University of Houston - Downtown. The institution is actively involved in the community, volunteering for organizations supporting Veteran causes and education. Merrill Personal Wealth Analysis™ is offered to build and document personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The institution offers advice and guidance based on clients' goals and priorities, focusing on helping individuals achieve their financial objectives. With access to Merrill's investment insights and banking solutions from Bank of America, the institution works with clients to develop customized approaches to address financial needs. Regular check-ins and adjustments to financial plans are made to ensure clients stay on track to achieve their goals. The institution believes in getting to know clients personally to create financial approaches that reflect individual personalities and priorities. Merrill Lynch Financial Advisor Brian Campbell is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions. Clients are encouraged to consult legal and tax advisors before making financial decisions. The institution provides a broad range of brokerage, investment advisory, and other services to help clients live their best financial lives.
Academic Investment Management
Academic Investment Management is a finance institution located in The Woodlands, Texas, United States. Our team of experienced professionals specializes in managing investments for academic institutions, providing tailored solutions to help our clients achieve their financial goals. With a focus on research-driven strategies and a commitment to transparency and integrity, we strive to deliver superior results for our clients. Contact us today to learn more about how Academic Investment Management can help you optimize your investment portfolio.
Merrill Lynch Financial Advisor Shawn D Farrokh
Located at 800 Capitol Street in Houston, Texas, Merrill Lynch Financial Advisor Shawn D Farrokh offers insights, observations, and ideas to help clients pursue their financial goals. With 19 years of experience in the financial services industry, Shawn focuses on serving his clients' needs by providing personalized financial plans. He holds a bachelor's degree in Foreign Language and an MBA in Finance from Saint Joseph's University. Shawn follows the Merrill tradition of community involvement, volunteering with organizations in the area. He believes in building personalized plans centered on clients' goals and priorities. By understanding clients' investment preferences through the Investment Personality Assessment, Shawn customizes financial approaches to help clients pursue what matters most to them.
Merrill Lynch Financial Advisor Santiago Vidales Hildebrandt
Merrill Lynch Financial Advisor Santiago Vidales Hildebrandt is located at 2800 Post Oak Boulevard in Houston, Texas. Santiago is a Vice President and International Financial Advisor with Merrill Lynch Wealth Management, specializing in working with high-net-worth individuals, families, business owners, and institutional clients both in the US and internationally. With a focus on personalized client experiences and a holistic goals-based approach, Santiago leverages the investment resources of Merrill and the banking capabilities of Bank of America to help clients achieve their financial goals. Santiago's background in Corporate and Investment Banking allows him to provide unique strategies across various disciplines, including investments, credit and lending, trust and estate planning, and business succession planning. Santiago is bilingual and a native Spanish speaker, with a Bachelor's degree in Economics from The University of Georgia. He holds FINRA Series 7 and Series 66 registrations. Prior to joining Merrill, Santiago worked in commercial banking at HSBC Bank and UBS Group, as well as in Corporate & Investment Banking at BBVA. Raised in Lima, Peru, Santiago has successfully founded business ventures in the services and real estate industries and enjoys playing tennis, traveling, and spending time with his family in Bellaire, Texas.
Merrill Lynch Financial Advisor Christopher C. Magee
Merrill Lynch Financial Advisor Christopher C. Magee, located at 2800 Post Oak Boulevard in Houston, Texas, provides expert guidance and advice to business owners, entrepreneurs, and executives in the aerospace industry. With a strong banking background and years of experience, Chris helps clients navigate their financial lives by looking at both sides of their balance sheets. He holds a bachelor's degree in finance and economics from Texas State University and is a Chartered Retirement Planning Counselor™, CRPC™, offering valuable insights on structuring wealth for retirement. Chris takes a holistic approach to wealth management, uncovering clients' aspirations and helping them achieve their financial goals. When he's not in the office, Chris enjoys fishing, golf, and fitness. As a Merrill Lynch Wealth Management Advisor, Chris focuses on understanding his clients' priorities, goals, and changing needs over time. By developing personalized financial plans and staying informed on market trends, he helps clients pursue their aspirations and manage investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, Chris works with clients to address their financial needs and achieve their long-term goals. Backed by the resources and expertise of Merrill Lynch, Chris is dedicated to helping clients navigate the complexities of their financial lives and build customized investment strategies. Whether you're planning for retirement, saving for a major purchase, or passing wealth to future generations, Chris is committed to helping you achieve financial success. Contact Chris Magee today to start a conversation about your financial goals and aspirations.
Merrill Lynch Financial Advisor Stephen P Lamb
Merrill 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.
Merrill Lynch Financial Advisor Timothy J White
Merrill Lynch Financial Advisor Timothy J White is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, they 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 as of January 1, 2024, their Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. The team at TSPN focuses on personalized, informed support and avoids risky investments and complex strategies. They believe in simplifying the complexities of their clients' financial lives by offering banking services through Bank of America, N.A. Their team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. They offer services such as investment portfolio reviews, rebalancing, and strategy adjustments to help clients reach their financial goals. The team at Merrill Lynch does not provide legal, tax, or accounting advice, but they work with clients to help them make informed financial decisions. Financial Advisor JJ is a graduate from the University of Houston with a Bachelor of Business Administration in Finance. He is committed to helping clients reach their personal and financial goals by creating a wealth management plan tailored to their needs. Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial future by understanding their needs and values. She believes in creating long-lasting client relationships built on trust and professional integrity. Registered Wealth Management Client Associate Elena "Kate" Walker has been with Merrill Lynch since 2017, working with domestic and international clients. Fluent in Spanish, she has a background in social science research and is dedicated to helping clients reach their financial goals.
Merrill Lynch Financial Advisor Matthew C Jewell
Merrill Lynch Financial Advisor Matthew C Jewell is a trusted finance institution located at 800 Capitol Street, Houston, Texas, United States. At TSPN, they believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and over $3 billion in client assets, their team of experienced professionals serves a select group of organizations and individuals, including CEOs, entrepreneurs, and executives. Their personalized approach focuses on avoiding risky investments and complex strategies, instead combining world-class resources with informed support. They offer banking services through Bank of America, N.A. and believe in helping clients make investment decisions that align with their personal goals.
Merrill Lynch Financial Advisor Laura Philmon
Merrill Lynch Financial Advisor Laura Philmon is a finance institution located at 800 Capitol Street in Houston, Texas, United States. The institution, known as TSPN Wealth Management Group, focuses on providing straightforward guidance and prudent choices to build lasting wealth for their select group of clients. With over 210 years of collective industry experience and over 3 billion in client assets, the team at TSPN combines world-class resources with personalized support to pursue clients' greatest financial goals while preserving their futures. Merrill Lynch Financial Advisor Laura Philmon offers banking services through Bank of America, N.A. Their team believes in a mathematical, non-emotional investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, and time horizon. They emphasize diversification across global asset classes to manage portfolio risk effectively.
Merrill Lynch Financial Advisor Alan E. Skidmore
Merrill Lynch Financial Advisor Alan E. Skidmore is a finance institution located at 1780 Hughes Landing Boulevard in The Woodlands, Texas, United States. Alan is a CERTIFIED FINANCIAL PLANNER™ certificant with over twenty years of business experience. He is part of The PSMC Group at Hughes Landing and holds the Chartered Retirement Planning Counselor designation. With a BS degree from Kansas State University, Alan focuses on building personalized financial plans tailored to each client's goals and priorities. The Merrill Personal Wealth Analysis™ helps in documenting these plans to achieve financial success. By understanding each client's aspirations and addressing their concerns, Alan helps manage investment risk while working towards financial goals. The institution offers a range of investment strategies and financial solutions from Merrill and Bank of America to help clients navigate through life's financial complexities. Alan is registered to do business in multiple states and is committed to providing personalized advice and guidance to help clients live their best financial life.
Lam & Company PC
Lam & Company PC is a reputable accounting and finance institution located at 7602 University Avenue in Lubbock, Texas, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, Lam & Company PC is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
District Facilities Office
The District Facilities Office at 2222 North Alamo Street in San Antonio, Texas, United States, is a vital department within the university campus. This office is responsible for overseeing and managing all aspects of the university's facilities, including maintenance, repairs, and improvements. With a dedicated team of professionals, the District Facilities Office ensures that the campus remains safe, functional, and aesthetically pleasing for students, faculty, and visitors. From coordinating building projects to conducting routine inspections, this office plays a crucial role in maintaining the overall infrastructure of the university. Whether it's addressing a leaky roof or upgrading classroom technology, the District Facilities Office is committed to providing a comfortable and efficient learning environment for all members of the university community.
Office of Prof. Loretta L. Higgins, CPA, MIM
The Office of Prof. Loretta L. Higgins, CPA, MIM is a prestigious institution located at 7206 North Hearthstone Green Court in Houston, Texas, United States. As a university, it offers high-quality education in the fields of accounting and international management. Prof. Loretta L. Higgins is a renowned expert in the industry and provides students with valuable insights and knowledge to succeed in their careers. The institution prides itself on its dedicated faculty, rigorous curriculum, and commitment to excellence in education. Students can expect a supportive learning environment and opportunities for professional growth at the Office of Prof. Loretta L. Higgins, CPA, MIM.
Barg & Henson PC
Barg & Henson PC is a reputable accounting and finance institution located at 1300 South University Drive in Fort Worth, Texas. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Their commitment to excellence and personalized attention to each client's needs sets them apart in the industry. Whether you are a business owner or an individual looking for financial guidance, Barg & Henson PC is dedicated to helping you achieve your financial goals.
Melrose & Palmer, Inc
Melrose & Palmer, Inc. is a trusted accounting and finance institution located at 622 Meadow Arbor Lane in Universal City, Texas, United States. With over six years of experience in accounting and payroll for small businesses, we are dedicated to helping our clients fulfill their accounting needs with confidence and ease. Our team is committed to providing quality service and support to help our clients increase their business success. Whether you need assistance with tax planning, preparation, or general accounting services, we are here to help. Let Melrose & Palmer, Inc. be your go-to resource for all your accounting needs. Just ask Azucena's Box, who has trusted us with their accounting since starting their business.
Paul R. Nitz, P.C., CPA
Paul R. Nitz, P.C., CPA is a reputable accounting and finance institution located at 2002 Timberloch Place in The Woodlands, Texas, United States. With over 30 years of experience, Paul R. Nitz is a CPA and board certified tax attorney from the University of Texas Law School. Specializing in preparing income tax returns for individuals, businesses, trusts, and estates, Paul ensures that clients receive all the deductions they are entitled to while avoiding any issues with the IRS. Whether your tax situation is simple or complex, Paul R. Nitz, P.C., CPA is dedicated to providing professional and reliable services. Contact them at 281-444-3710 or visit their office at 6610 Trebeck Ln in Spring, Texas 77379.
Michael H Hogan & Co., P.C.
Michael H. Hogan & Co., P.C. is a reputable accounting and finance institution located at 2525 Wallingwood Drive in Austin, Texas. Established in 1975, the company specializes in tax compliance and planning, as well as representing clients before the IRS. They also offer consulting services for new business formation, structuring, financing, and operations. Serving individuals, partnerships, trusts, estates, tax-exempt organizations, and small corporations, Michael H. Hogan & Co., P.C. is dedicated to providing expert advice and assistance in all matters related to tax and finance. President Mike Hogan, a University of Texas at Austin graduate with a BBA in Accounting, leads the team in delivering professional and reliable services to their clients.
Lamar State College Business Office
The Lamar State College Business Office, located at 1501 Procter Street in Port Arthur, Texas, is a vital administrative hub for students and faculty at this esteemed university. Responsible for managing financial transactions, tuition payments, and budgetary matters, the Business Office plays a crucial role in ensuring the smooth operation of the institution. With a dedicated team of professionals committed to providing excellent service and support, students can rely on the Business Office for all their financial needs. Whether it's processing payments, addressing billing inquiries, or offering guidance on financial aid options, the Business Office is here to help students navigate the financial aspects of their academic journey.
H&R Block
H&R Block is a trusted accounting and finance institution located at 109 East 2nd Street in Quanah, Texas, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services to meet your needs. Visit us today to experience the expertise and reliability that H&R Block is known for.
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