Tax year in Houston, Texas
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Merrill Lynch Financial Advisor Frank P Breazeale, III
available upon request. The institution, Merrill Lynch Financial Advisor Frank P Breazeale, III, located at 800 Capitol Street in Houston, Texas, offers personalized wealth management services and global investment capabilities. With over 25 years of experience in the financial services industry, Frank P Breazeale, III and his team of professionals provide one-on-one collaboration to create personalized wealth plans for clients. They also offer access to banking solutions from Bank of America. By understanding each client's goals and priorities, they develop tailored financial approaches that evolve with life changes. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, they provide insights and resources to help clients pursue their financial goals. The institution focuses on building long-term relationships and staying engaged with clients to help them achieve financial success. With a commitment to community involvement and a dedication to understanding each client's unique needs, Merrill Lynch Financial Advisor Frank P Breazeale, III aims to help clients navigate the complexities of their financial lives and reach their goals.
Merrill Lynch Financial Advisor Suzette H Tejeda
Merrill Lynch Financial Advisor Suzette H Tejeda, located at 800 Capitol Street, Houston, Texas, United States, is dedicated to understanding your values and helping you achieve your financial goals. With over 20 years of experience in the financial services industry, Suzette Tejeda offers a comprehensive approach tailored to each client's needs. She holds FINRA Series 7, 63, and 66 registrations and specializes in investment and income needs, long term care, and life insurance planning. At Merrill Lynch Wealth Management, your financial advisor focuses on your family, goals, and priorities, adapting to changes over time. Through personalized conversations, we develop a financial approach that aligns with your aspirations and helps you pursue your long-term financial goals. The team utilizes the Merrill Personal Wealth Analysis™ to create a customized plan centered on your objectives.
AMS-PAR Consultants
AMS-PAR Consultants is a contract compliance firm located in Houston, Texas, United States. With over 40 years of experience in the accounting and finance industry, AMS-PAR specializes in helping clients ensure that their contracts are being executed as intended. They conduct thorough reviews of company contracts to assess compliance with joint venture partners, suppliers, and contractors. The highly qualified staff at AMS-PAR works to identify and recover any money paid in error or money owed to the client. They also develop action plans to minimize future risks. AMS-PAR's focus on technology ensures that data is secure and can be effectively analyzed, even with large datasets.
Merrill Lynch Financial Advisor Margaret E Kirby
Merrill Lynch Financial Advisor Margaret E Kirby is a dedicated Wealth Management Advisor located at 800 Capitol Street in Houston, Texas. Margaret focuses on providing total wealth management solutions for personal and business finances, foundations, and endowments based on each client's individual needs and goals. With over 20 years of experience in the financial services industry, Margaret holds prestigious designations such as Certified Investment Management Analyst® (CIMA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®). She has a defined process for working with clients, ensuring a personalized approach to help them achieve their financial objectives. Margaret is actively involved in charitable organizations in the Houston area and has received the Merrill Lifetime Community Achievement Award. As a Merrill Lynch Wealth Management Advisor, Margaret offers personalized advice and specialized investment services to help clients navigate their financial journey. Whether you are planning for retirement, saving for a home, or funding your child's education, Margaret is committed to helping you reach your goals and secure your financial future. Contact Margaret Kirby for a personalized financial plan tailored to your unique needs and priorities.
Velocity Business Advisors
Velocity Business Advisors is a premier finance institution located at 7050 Lakeview Haven Drive in Houston, Texas, United States. Our team of experts provides top-notch financial advice and solutions to help businesses achieve their goals and maximize profits. With years of experience and a track record of success, Velocity Business Advisors is the go-to resource for all your financial needs. Contact us today to see how we can help your business thrive.
Alex Linder - Thrivent
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.
The Goff Financial Group - Katy/Energy Cooridor
The Goff Financial Group in Katy/Energy Corridor, located at 16225 Park Ten Place in Houston, Texas, is a trusted finance institution dedicated to providing personalized investment solutions to individuals and couples. Led by a team of experienced professionals including founder Matt Goff and financial advisors Rick Peterson and Nick Lyons, the institution focuses on offering transparent and unbiased advice to help clients achieve their financial goals. As a fee-only financial advisory firm, The Goff Financial Group prioritizes the best interests of their clients by avoiding conflicts of interest that may arise from commissions or fees from financial products. With over 25 years of experience, the institution has built a reputation for delivering sound and objective financial advice tailored to each client's unique circumstances.
Merrill Lynch Financial Advisor Neil Anthony Puskorius
Merrill Lynch Financial Advisor Neil Anthony Puskorius is a finance institution located at 5775 North Sam Houston Parkway West in Houston, Texas, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The financial advisor focuses on your family, goals, and priorities, adapting to changes over the years. Through conversations, they help identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. With the Investment Personality Assessment, they tailor a financial approach to suit your preferences and goals. The mission is to understand what matters most to you and help you achieve your financial goals while managing investment risk. By staying informed, revisiting your financial approach, and updating as needed, they ensure you stay on track. Let Merrill Lynch Wealth Management Advisors help you navigate the complexities of your financial life and build a customized investment approach to reach your goals.
Aguilera Financial Group LLC
Aguilera Financial Group LLC, located at 14550 Torrey Chase Boulevard in Houston, Texas, is a finance institution with years of experience helping clients prepare for the unknown and meet their financial goals. As an independent firm, we have access to a wide range of products to ensure you receive the right solutions for your needs. Our proven finance strategies are designed to withstand market volatility and are tailored to your risk tolerance. CEO/Sole Managing Member Delores Aguilera specializes in Life Insurance, Medicare, retirement strategies, Forex, and Bitcoins to help clients achieve financial freedom. With over twenty years in the industry, David Ned customizes plans for each client's unique needs, while Tara Manning provides exceptional customer service and support. Whether you are looking to plan your estate, protect your legacy, or simply make better financial decisions, our team is here to help you find the best path to financial freedom. Contact us at 281.620.0779 or visit our website for more information.
Merrill Lynch Financial Advisor Cristina G Moore
Merrill Lynch Financial Advisor Cristina G Moore is a reputable finance institution located at 2800 Post Oak Boulevard in Houston, Texas, United States. With years of experience and expertise in financial planning and investment management, Cristina G Moore provides personalized financial advice and solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Merrill Lynch Financial Advisor Cristina G Moore is dedicated to providing top-notch financial services tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
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.
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 Feriz Halili
Merrill Lynch Financial Advisor Feriz Halili, located at 2800 Post Oak Boulevard, Houston, Texas, United States, is a finance institution dedicated to providing comprehensive financial strategies for high-net-worth individuals and families. With thirteen years of experience in the financial services industry, Feriz Halili collaborates with clients to understand their priorities and goals, offering access to the investment insights of Merrill and banking convenience of Bank of America. From asset allocation to estate planning services, Feriz is committed to crafting strategies designed to help clients pursue desired outcomes and preserve their wealth for current and future generations. Feriz Halili believes in the importance of community involvement and volunteering, reflecting the deep-seated Merrill tradition of serving the communities they operate in. Through Merrill Personal Wealth Analysis™, clients can build and document personalized financial plans centered on their goals and aspirations. By starting with a conversation to identify and prioritize goals, Feriz focuses on understanding the evolving needs and priorities of clients, offering advice and guidance to help them achieve financial success.
Merrill Lynch Financial Advisor Randy Simpson
Merrill Lynch Financial Advisor Randy Simpson is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, the team believes in building lasting wealth through straightforward guidance and prudent choices. They avoid risky investments and complex strategies, focusing on personalized support and world-class resources. With over 210 years of collective industry experience and managing over 3 billion in client assets as of January 1, 2024, the TSPN Wealth Management Group serves a select group of individuals including CEOs, entrepreneurs, and executives. They aim to simplify the complexities of financial lives by offering banking services through Bank of America, N.A. The team believes in tailoring investment strategies to client goals, risk tolerance, and time horizon, with a focus on diversification across global asset classes. Meetings are held regularly to review performance and make necessary adjustments. The team is supported by Merrill's global resources and is dedicated to building strong client relationships based on trust and personalized service. Financial Advisor JJ from Merrill Lynch in Houston works to educate and assist clients in reaching their financial goals. He collaborates with his team to create wealth management plans tailored to each client's needs. Financial Advisor Sylvia is committed to helping families and business executives prepare for their financial future by creating long-lasting client relationships built on trust. She works collaboratively with clients to design customized roadmaps to reach their financial goals. Registered Wealth Management Client Associate Kate Walker has been with Merrill Lynch since 2017, working with domestic and international clients. Fluent in Spanish, she is an honors graduate with a background in social science research and a passion for community involvement.
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 Daniel Wallach
Merrill Lynch Financial Advisor Daniel Wallach 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 over $3 billion in client assets, their team of experts serves a select group of individuals, including CEOs, entrepreneurs, and executives. They offer personalized support and world-class resources to help clients achieve their financial goals while preserving their financial futures. Their non-emotional investment process includes strategic asset allocation tailored to each client's goals, risk tolerance, and liquidity needs. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They have received recognition on the Forbes "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors" lists. Financial Advisor JJ is dedicated to helping clients reach their personal and financial goals by creating customized wealth management plans. Financial Advisor Sylvia helps families and business executives prepare for their financial future by understanding their needs and values. Registered Wealth Management Client Associate Kate Walker, fluent in Spanish, works with domestic and international clients and has a passion for social science research. Merrill Lynch Financial Advisor Daniel Wallach and his team are committed to helping clients simplify the complexities of their financial lives and achieve their financial goals.
Merrill Lynch Financial Advisor Corey DiFazio
Merrill Lynch Financial Advisor Corey DiFazio is a 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 managing over 3 billion in client assets, their team of professionals serves a select group of organizations and individuals, including CEOs, entrepreneurs, and executives. They offer personalized support and tailored investment strategies to help clients achieve their financial goals and preserve their wealth for the future. The team at Merrill Lynch focuses on strategic asset allocation, diversification, and regular portfolio reviews to ensure clients are on track to meet their objectives. With a commitment to trust and personalized service, they work closely with clients to simplify the complexities of their financial lives. Merrill Lynch Financial Advisor Corey DiFazio is dedicated to helping clients navigate the process of managing family wealth and achieving their financial aspirations.
Merrill Lynch Financial Advisor Aurelia Detwiler
Merrill Lynch Financial Advisor Aurelia Detwiler, located at 800 Capitol Street, Houston, Texas, United States, offers personalized wealth planning and banking solutions through Bank of America. With 24 years of experience in the financial services industry, Aurelia and her team provide one-on-one collaboration to help clients achieve their financial goals. Specializing in corporate benefit programs, including equity compensation and retirement plans, Aurelia can assist corporate executives in integrating their benefits into a long-term financial strategy. The institution follows the Merrill tradition of community involvement and offers the Merrill Personal Wealth Analysis™ to create customized financial plans tailored to individual goals and priorities. By utilizing the Investment Personality Assessment and staying informed about changes in clients' lives, Aurelia helps clients navigate the complexities of the financial markets and achieve their long-term objectives. With access to investment insights and banking solutions, the institution focuses on helping clients manage, grow, and preserve their wealth while addressing fluctuations in the market. The institution is registered to do business in multiple states and offers a range of services, including retirement planning and investment strategies. 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, Merrill Lynch Financial Advisor Aurelia Detwiler is dedicated to helping clients live their best financial life.
Merrill Lynch Financial Advisor Sylvia Guerra
Merrill Lynch Financial Advisor Sylvia Guerra is a finance institution located at 800 Capitol Street in Houston, Texas, United States. Sylvia's mission is to assist select families and business executives in planning for their financial future to meet their life goals. She values building long-lasting client relationships based on trust, taking the time to understand each client's financial needs, values, aspirations, and concerns. With 23 years of experience, Sylvia collaborates with her clients to create a customized roadmap to help them reach their financial goals and make adjustments as needed. She is dedicated to helping clients achieve financial success by making informed investment decisions and trade-offs to reach personally meaningful goals. In addition to her professional work, Sylvia is actively involved in her community, volunteering for the Houston Food Bank and supporting the Galveston-Houston Archdiocese. As a Merrill Lynch Wealth Management advisor, Sylvia focuses on personalized investment strategies and financial solutions tailored to each client's unique needs and priorities. She believes in staying connected with clients to track changes in their lives and financial goals, ensuring they stay on track to achieve what matters most to them. Sylvia is registered to do business in multiple states and is committed to providing personalized, comprehensive financial guidance to help clients navigate the complexities of their financial lives.
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 Bradford John Boike
Merrill Lynch Financial Advisor Bradford John Boike is a reputable finance institution located at 600 Rockmead Drive in Houston, Texas, United States. With years of experience and expertise in financial planning and investment management, Bradford John Boike offers personalized services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Merrill Lynch Financial Advisor Bradford John Boike can provide tailored solutions to meet your needs. Contact them today to schedule a consultation and take control of your financial future.
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 Private Wealth Advisor Tyler Lane
Merrill Lynch Private Wealth Advisor Tyler Lane, located at 800 Capitol Street in Houston, Texas, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. As a Private Wealth Management team, they focus on serving a limited number of clients to provide the attention and solutions they deserve. With access to resources from Merrill and Bank of America, the team has specialized training to address the complexities of the evolving financial world. Their services include insights, observations, and ideas to help clients achieve their financial goals, as well as assistance in estate planning and wealth preservation. Clients work with a highly experienced and rigorously trained team who strive to understand their goals and values, providing access to banking capabilities and investing solutions to help pursue financial goals.
Bank of America Private Client Advisor Michael E Rogala
Bank of America Private Client Advisor Michael E Rogala, located at 800 Capitol Street in Houston, Texas, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank. With over 25 years of financial experience, Michael leads a team of specialists dedicated to designing and delivering customized wealth management strategies for ultra-high-net-worth clients. They offer services such as investment management, asset preservation, tax minimization, trust and estate planning, and more. Michael and his team prioritize transparency, personalized service, and collaboration with external advisors to help clients achieve their financial goals. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, using a personalized approach and resources to meet the financial objectives of individuals, families, businesses, and institutions. They strive to provide disciplined financial strategies and innovative solutions in a constantly evolving financial landscape. Important notice: By visiting the Bank of America Private Bank's website, you may be directed to FINRA’S BrokerCheck for further information. Please consult your legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
Merrill Lynch Financial Advisor Fredrick N Nwosu
Merrill Lynch Financial Advisor Fredrick N Nwosu 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. Our team of experienced professionals avoids risky investments and complex strategies, focusing instead on personalized support and world-class resources. With over 210 years of collective industry experience and $3 billion in client assets, we serve a select group of individuals, including CEOs, entrepreneurs, and executives. We aim to simplify the complexities of our clients' financial lives by providing tailored investment strategies and portfolio management. Our team is supported by the global resources of Merrill Lynch and is committed to building strong client relationships based on trust and personalized service. Meet our dedicated team, including Financial Advisor JJ, who works to educate and assist clients in reaching their financial goals. Lending services are provided through Bank of America, N.A. We also have Sylvia, a dedicated advisor who helps families and business executives prepare for their financial future. Sylvia's mission is to create long-lasting client relationships built on trust and understanding. Our Registered Wealth Management Client Associate, Elena "Kate" Walker, is a world traveler and fluent in Spanish, providing support to both domestic and international clients. Join us at Merrill Lynch Financial Advisor Fredrick N Nwosu to start your journey towards financial success.
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.
Bank of America Private Client Advisor Samantha A Kennedy
Bank 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.
Colemanprotax
Colemanprotax is a trusted accounting and finance institution located at 9900 Westpark Drive in Houston, Texas, United States. Our expert team provides top-notch tax preparation services for individuals and businesses, ensuring that each client receives personalized attention and tailored solutions to meet their specific needs. With years of experience and a deep understanding of tax laws and regulations, our professionals help clients navigate the complexities of taxes and achieve their financial goals. From tax preparation to planning and consulting, we offer a range of services to minimize tax liability and maximize financial success. Easily settle your bill online with our secure payment platform. How much would you like to save with Colemanprotax tax preparation service?
Export Advisors
Export Advisors is a leading finance institution located at 6610 Malibu Drive in Houston, Texas, United States. Our team of experts specializes in providing comprehensive financial advice and support to businesses looking to expand their operations through exporting. With years of experience and a deep understanding of international trade, we offer tailored solutions to help our clients navigate the complexities of export finance. Whether you are a small start-up or a large corporation, Export Advisors is committed to helping you achieve your global business goals. Contact us today to learn more about how we can assist you in growing your business through exporting.
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