TOP 30 Best Trust and estate planning in Katy, Texas

Hilltop Tax & Financial Services is a trusted institution located at 28418 Buffalo Fork Lane in Katy, Texas, United States. Specializing in accounting and finance services, our experienced team is dedicated to helping individuals and businesses navigate the complexities of tax preparation, financial planning, and more. With a commitment to providing personalized and professional service, Hilltop Tax & Financial Services is your go-to destination for all your financial needs.

Gavrel Financial Services, located at 423 Mason Park Boulevard in Katy, Texas, is a family-owned institution specializing in accounting and finance services. They offer a wide range of services including tax preparation, bookkeeping, financial consulting, trust management, and outsourced CFO services for businesses. With over 20 years of experience, Gavrel Financial is dedicated to helping their clients achieve financial prosperity. The institution is now booking appointments for electronic filing of personal and corporate income taxes for 2023, with a deadline extension for 1040 filing until April 1, 2024. They provide a checklist to help clients gather all necessary information for tax preparation. Gavrel Financial takes pride in their strong community presence, offering discounts to military personnel, first responders, and school district employees.

Emory Guest is a trusted institution located at 23501 Cinco Ranch Boulevard in Katy, Texas, United States. Specializing in finance, health, and insurance services, Emory Guest provides expert guidance and support to individuals and businesses seeking to secure their financial future and protect their well-being. With a team of experienced professionals, Emory Guest offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking to invest wisely, safeguard your health, or ensure your assets are protected, Emory Guest is here to help you every step of the way. Trust Emory Guest to provide you with the peace of mind and security you deserve.

Gold Financial Solutions is a leading finance institution located at 11111 Katy Freeway in Houston, Texas, United States. We specialize in providing personalized financial solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals offers a wide range of services including financial planning, investment management, and retirement planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Gold Financial Solutions is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial goals.

CORDA Investment Management, LLC is a finance institution located at 8955 Katy Freeway in Houston, Texas, United States. At CORDA, we work with you to define your ideal investment approach that aligns with your strategic savings goals both now and in the future. Our services include estate planning with a Board Certified Attorney, with options ranging from $1,000 to $1,500, as well as discounted estate planning documents through our partnership with LegalZoom. With over 20 years of experience, CORDA Investment Management has been guiding families to financial security through personalized strategies, advice, and plans. We have additional locations in Austin, Dallas, San Antonio, Metairie, Broomfield, and Coral Gables to serve our clients nationwide. Please contact us at 713-439-0665 for more information or to schedule a consultation.

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

Edward Jones - Financial Advisor: Lee R Chapman, CRPC™ is a reputable finance institution located at 23510 Kingsland Boulevard in Katy, Texas, United States. As a Certified Retirement Planning Counselor, Lee R Chapman specializes in helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a commitment to providing top-quality financial advice and guidance, Edward Jones is a trusted partner for individuals looking to secure their financial future.

Edward Jones - Financial Advisor: Matt Steger is a trusted financial institution located at 21707 Kingsland Boulevard in Katy, Texas. As a dedicated finance professional, Matt Steger offers personalized financial planning services to help clients achieve their long-term financial goals. Whether you are looking to save for retirement, plan for your children's education, or invest for the future, Matt Steger can provide expert guidance and support. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: Matt Steger is a reliable partner in helping you secure your financial future.

Edward Jones - Financial Advisor: Stephen Mount is a reputable finance institution located at 25807 Westheimer Parkway in Katy, Texas, United States. As a trusted financial advisor, Stephen Mount offers personalized investment services and financial planning to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Stephen Mount is dedicated to providing expert guidance and support to individuals and families seeking to secure their financial future. Contact Stephen Mount today to schedule a consultation and start planning for a more secure tomorrow.

Edward Jones - Financial Advisor: Garrett Blackmon, AAMS™ is a trusted financial institution located at 22316 Grand Corner Drive in Katy, Texas. Specializing in providing personalized financial planning and investment services, Garrett Blackmon, AAMS™ is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on the expertise and guidance of Garrett Blackmon, AAMS™ to navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Garrett Blackmon, AAMS™ is committed to helping you secure a brighter financial future.

Edward Jones - Financial Advisor: Clint E Saurage, AAMS™ is a trusted financial institution located at 1617 South Fry Road in Katy, Texas. As a seasoned financial advisor, Clint E Saurage, AAMS™ offers personalized investment strategies and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Clint E Saurage, AAMS™ and the team at Edward Jones are here to guide you every step of the way.

Edward Jones - Financial Advisor: Tweety Thuy Ngo is a trusted financial institution located at 11750 Katy Freeway in Houston, Texas. As a dedicated financial advisor, Tweety Thuy Ngo provides personalized investment strategies and financial planning 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: Tweety Thuy Ngo is committed to helping clients navigate the complexities of the financial world and secure their financial future.

La Dama de Los Taxes is a reputable finance institution located at 25807 Westheimer Parkway in Katy, Texas. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or consulting, La Dama de Los Taxes is here to assist you every step of the way. Trust us to handle your financial needs with precision and care. Visit us today to experience our excellent service firsthand.

Flato, Williams & Patterson, P.C. is a leading accounting and finance institution located at 9821 Katy Freeway in Houston, Texas, United States. With a team of experienced professionals, they provide a wide range of financial services including tax planning, auditing, bookkeeping, and consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses seeking expert financial guidance. Whether you need assistance with personal finances or corporate accounting, Flato, Williams & Patterson, P.C. is here to help you achieve your financial goals.

Lily Multi Services is a finance institution located at 22503 Katy Freeway in Katy, Texas. We understand that tax obligations can be overwhelming, which is why we are here to provide you with expert assistance in managing your tax debt. Our team is dedicated to ensuring your satisfaction by offering unparalleled customer service and the most effective resolution strategies available nationwide. Trust Lily Multi Services to help you navigate your tax obligations with care and efficiency.

Benicia Walker: Primerica - Financial Services is a reputable finance and insurance agency located in Houston, Texas. With a focus on providing personalized financial solutions to individuals and families, Benicia Walker and her team offer a wide range of services including investment planning, retirement planning, life insurance, and more. With their expertise and dedication to helping clients achieve their financial goals, Benicia Walker: Primerica - Financial Services is a trusted choice for those seeking professional financial advice and guidance. Visit their office at 14526 Old Katy Road to learn more about how they can help secure your financial future.

The Law Office of Owen Lockwood, PLLC is a trusted legal institution located at 5818 4th Street in Katy, Texas, United States. As a team of experienced lawyers, we understand that legal matters can be daunting and overwhelming. Our mission is to provide our clients with the best possible resolution to their legal issues in a timely manner, allowing them to move forward with their lives free from the stress of litigation. At our firm, we recognize that every case is unique, and each client is facing their own set of challenges. We take the time to carefully evaluate the specific circumstances of each case and develop a personalized plan to achieve the best possible outcome for our clients. Whether you are dealing with a family law matter, a personal injury case, or a business dispute, our dedicated team is here to provide you with expert legal guidance and support. Contact us today to schedule a consultation and learn how we can help you navigate the legal process with confidence.

Bain & Bain PLLC is a reputable law firm located at 10810 Katy Freeway in Houston, Texas, United States. Specializing in various areas of law, their team of experienced lawyers provide expert legal advice and representation to clients in need. With a commitment to professionalism and client satisfaction, Bain & Bain PLLC is dedicated to helping individuals and businesses navigate the complexities of the legal system with confidence and ease. Contact them today for all your legal needs.

EG Tax Services is a finance institution located at 25722 Kingsland Boulevard in Katy, Texas, United States. Specializing in Partnership Returns, LLC Filings, Business Returns for S Corps and C Corps, EG Tax Services offers personalized tax and accounting services tailored to meet the unique needs of individuals and businesses. With over 18 years of industry experience, the team at EG Tax Services in Houston, Texas, is dedicated to providing exceptional client service and ensuring compliance with US tax laws, including payroll tax requirements. Trust EG Tax Services with all of your tax and accounting needs.

Barker Law Firm PC, located at 23225 Red River Drive in Katy, Texas, offers comprehensive family law services including divorce, child custody, guardianship, and estate planning. Serving families throughout Fort Bend, Harris, Waller, and Austin Counties, our experienced attorneys, led by Georgia Barker, provide tough yet compassionate representation. We strive to simplify the legal process while prioritizing your needs and goals. Our attorneys are skilled in negotiation, mediation, and litigation, ensuring the best possible outcome for your case. With a focus on family well-being, we handle child custody, support, and visitation issues with care and expertise. Don't face your legal challenges alone - contact Barker Law Firm PC at (713) 597-3911 to get started on your case. Trust us to guide you through every step of the legal process and advocate fiercely for your success.

Mandy Miller Legal, PLLC is a reputable law firm located in Katy, Texas, United States. Specializing in a wide range of legal services, Mandy Miller and her team are dedicated to providing expert legal advice and representation to their clients. With a focus on professionalism, integrity, and personalized attention, Mandy Miller Legal, PLLC is committed to achieving the best possible outcomes for their clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Mandy Miller Legal, PLLC is here to help. Contact them today at 9722 Gaston Road to schedule a consultation.

Haven at Westgreen Apartments is a premier real estate agency located at 510 Westgreen Boulevard in Katy, Texas, United States. Adara, the owner of the institution, offers an exceptional standard of living for residents in a clean and inviting environment. With a portfolio of apartment communities across the country, Adara is a trusted expert in leasing properties. Experience the luxury and convenience of living at Haven at Westgreen Apartments.

Syed N Izfar Law Office is a reputable legal institution located at 11111 Katy Freeway in Houston, Texas, United States. Specializing in various areas of law, their team of experienced lawyers provides top-notch legal services to clients in need of professional representation. With a focus on delivering personalized solutions and achieving positive outcomes for their clients, Syed N Izfar Law Office is dedicated to upholding justice and protecting the rights of individuals. Whether you are facing a complex legal issue or seeking legal advice, you can trust Syed N Izfar Law Office to provide expert guidance and support every step of the way.

Donati Brashear Law Firm is a reputable legal institution located at 410 West Grand Parkway South in Katy, Texas, United States. Specializing in providing comprehensive legal services, the firm is dedicated to advocating for their clients and achieving positive outcomes in various legal matters. With a team of experienced and knowledgeable lawyers, Donati Brashear Law Firm is committed to delivering high-quality legal representation and guidance. Whether you are facing a personal injury case, family law issue, or need assistance with estate planning, the firm is equipped to handle a wide range of legal needs. Trust Donati Brashear Law Firm to provide professional and personalized legal services to help you navigate through the complexities of the legal system.

Nido Nylund Law Firm is a reputable legal institution located at 11111 Katy Freeway in Houston, Texas, United States. Specializing in various areas of law, their team of experienced lawyers provides expert legal services to clients in need of professional representation. With a commitment to excellence and a focus on achieving favorable outcomes for their clients, Nido Nylund Law Firm is dedicated to providing top-notch legal counsel and support. Whether you are facing a complex legal issue or seeking guidance on a legal matter, Nido Nylund Law Firm is here to help.

Hunt Law Firm, PLLC is a reputable institution located at 8118 Fry Road in Cypress, Texas, United States. Specializing in family law and divorce matters, our firm is dedicated to providing compassionate yet zealous legal counsel to individuals and families throughout the greater Houston area. Our experienced divorce lawyers in Katy have a deep understanding of the complexities involved in family law cases, including child custody disputes, high-asset property divisions, and modifications/enforcements of court orders. We also offer representation in adoptions, name changes, and guardianships.

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

Tricia Calzavara - State Farm Insurance Agent is located at 810 South Mason Road in Katy, Texas, United States. As an insurance agency, we offer services to help you navigate estate taxes through the use of an irrevocable life insurance trust. We also provide tips on DIY auto maintenance to save on repair costs. For your security, we advise against sharing sensitive personal information on our website. If you need assistance with accessibility, please call (281) 855-7220. State Farm Life Insurance Company and State Farm Life and Accident Assurance Company are the providers of life insurance and annuities. State Farm VP Management Corp. offers investment services, but please note that investing involves risk. Our agents do not provide tax or legal advice, so it is recommended to consult with a professional for personalized guidance.

Rothenberg Lawrence S is a reputable law firm located at 9525 Katy Freeway in Houston, Texas. Specializing in various legal services, the institution is known for its experienced lawyers who provide expert counsel and representation to clients. With a strong focus on delivering personalized and effective solutions, Rothenberg Lawrence S is dedicated to helping individuals and businesses navigate the complexities of the legal system. Whether you are seeking assistance with litigation, corporate law, or estate planning, you can trust in the professionalism and expertise of the team at Rothenberg Lawrence S.

Fleming Law Firm is a reputable legal institution located at 9219 Katy Freeway in Houston, Texas, United States. Specializing in various areas of law, the firm is known for its dedication to providing high-quality legal services to clients in need of expert representation. With a team of experienced lawyers, Fleming Law Firm is committed to achieving favorable outcomes for their clients and helping them navigate through complex legal matters with confidence. Whether you are facing a personal injury case, a business dispute, or need assistance with estate planning, Fleming Law Firm is here to provide you with the legal guidance and support you need.