TOP 30 Tx estate planning in Houston, Texas

Merrill Lynch Financial Advisor Bradley B. Dennison, located at 800 Capitol Street in Houston, Texas, is a trusted institution in the world of finance. Selecting a Financial Advisor is a crucial decision, and the team at Merrill Lynch understands the importance of this choice. They work closely with clients to identify and define their financial goals, creating a personalized strategy that reflects their investment style and life plan. With a commitment to putting the interests of clients first, Merrill Lynch offers a range of solutions, premier customer service, and financial tools based on each client's unique circumstances. Through the Investment Personality Assessment, they strive to gain a deeper understanding of clients' investing preferences and goals, helping them customize a financial approach that aligns with what matters most to them.

Merrill Lynch Financial Advisor Matthew H. Logan II is a finance institution located at 800 Capitol Street, Houston, Texas, United States. Matthew Logan has a background in business and philosophy, as well as an MBA with a concentration in Financial Services Management. He believes in effective communication, integrity-based professionalism, and vigilant market education and awareness. With a commitment to service instilled in him at a young age, Matthew has volunteered with various organizations and believes in personalized financial planning centered on individual goals and priorities. As a Merrill Lynch Wealth Management Advisor, Matthew focuses on helping clients pursue their financial goals through tailored investment strategies and comprehensive financial solutions. He is registered to do business in multiple states and believes in staying on track with clients regardless of market fluctuations. With a dedication to understanding each client's unique needs and priorities, Matthew works to help them achieve their financial goals.

Merrill Lynch Financial Advisor Victoria Clair Ridgway is a finance institution located at 800 Capitol Street in Houston, Texas, United States. With nearly a decade of experience in investments and a deep knowledge of behavioral finance and financial psychology, Victoria Ridgway and her team at Merrill Lynch Wealth Management are dedicated to creating personalized wealth plans that reflect the goals and aspirations of their clients. By leveraging world-class planning resources, they design tailored strategies to help clients achieve their generational, community, and lifetime financial goals. Victoria's approach focuses on understanding each client's unique needs and priorities, with a mission to help them pursue their financial aspirations. Through personalized plans and thoughtful advice, she aims to help clients manage, grow, and preserve their wealth while considering long-term impacts and future generations.

Fidelity Investments is a renowned financial institution located at 6560 Fannin Street in Houston, Texas, United States. As a leading player in the finance industry, Fidelity Investments offers a wide range of investment services and products to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and expertise, Fidelity Investments is committed to providing top-notch financial solutions and personalized advice to its clients. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Fidelity Investments is dedicated to helping you navigate the complex world of finance with confidence and success.

Azul Wealth Partners is a finance institution located at 2236 Bissonnet Street in Houston, Texas, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Azul Wealth Partners is here to provide expert guidance and support. Contact us today to schedule a consultation and start building a secure financial future.

Matthew Miller - Thrivent is a finance institution located at 700 Rockmead Drive in Houston, Texas, United States. As Awaken Wealth Partners, our mission is to inspire intentionality in achieving your financial goals at every stage of life. We believe in being more than just experts - we are your partners in managing your wealth. Certified by the Certified Financial Planner Board of Standards Inc., we offer investment advisory services through Thrivent Advisor Network, LLC. Our team of Advisory Persons are dedicated to guiding you through your financial journey and are committed to providing transparent services. Visit our website for more information on our services, fees, and disclosures. Trust us to help you achieve your financial goals with integrity and expertise.

Kevin Roth, CFP, CEPA, CM&AA is a boutique financial institution located at 900 Rockmead Drive in Houston, Texas, United States. Specializing in providing Family CFO services driven by stewardship and built on experience, we cater to entrepreneurs looking to understand their options for exiting and monetizing their businesses, as well as family stewards seeking to grow and protect their wealth for future generations. Our team of financial advocates and partners work closely with our clients to co-create action plans that address their financial, tax, business, philanthropic, and estate planning needs. We offer liquidity and exit planning services for entrepreneurs and business owners, helping them transition from founder to asset manager, preparing their businesses for sale, and ensuring the well-being of their families and employees.

Peter Roth - Raymond James is a reputable finance institution located at 700 Rockmead Drive in Houston, Texas, United States. With a team of experienced financial advisors, they provide personalized investment strategies and wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Peter Roth - Raymond James is dedicated to providing expert guidance and support every step of the way. Trust in their expertise and commitment to helping you secure a strong financial future.

Thomas E. Novosad is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 11 Greenway Plaza in Houston, Texas, United States. Thomas holds various prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Thomas' expertise in wealth management, financial planning, and retirement planning for individuals, retirees, small business owners, and high net worth clients. Thomas is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.

Edward Jones - Financial Advisor: Daniel F Stell, AAMS™ is a trusted financial institution located at 1616 Clear Lake City Boulevard in Houston, Texas, United States. Specializing in personalized financial planning and investment strategies, Daniel F Stell, AAMS™ offers expert guidance to help clients achieve their financial goals. With a commitment to exceptional service and a focus on building long-term relationships, Edward Jones is dedicated to helping individuals and families secure their financial futures. Contact Daniel F Stell, AAMS™ today for a comprehensive financial consultation.

Parikh Financial is a leading finance institution based in Houston, Texas. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Located at 8727 Leycrest Road, our institution offers a wide range of financial services including investment management, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for your future, Parikh Financial is here to help you every step of the way. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.

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 Private Wealth Advisor Champ D. Warren, III is a prestigious finance institution located at 800 Capitol Street, Houston, Texas, United States. Specializing in providing personalized financial services to a limited number of individuals and families, the institution offers tailored strategies to help clients simplify their lives and achieve their unique goals. With a team of rigorously trained private wealth advisors, Merrill Private Wealth Management places a strong emphasis on trust and personalized service. The institution boasts industry-leading research and expert analysis to help clients stay ahead in their financial journey. Recognized for their exemplary client service, Merrill Lynch Private Wealth Advisor Champ D. Warren, III has received accolades from various financial industry publications, setting the standard for excellence in the field.

Sanjay Pathak - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2100 West Loop South, Houston, Texas, United States. Sanjay Pathak holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Sanjay Pathak is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and comprehensive knowledge in asset management, estate planning, investment strategies, and more, Sanjay Pathak is committed to helping clients achieve their financial goals.

Raymond James Financial Services is a renowned finance institution located at 2425 West Loop South in Houston, Texas, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment and wealth management solutions tailored to meet the unique needs of individual clients. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment management, or estate planning services, Raymond James Financial Services is committed to providing personalized and expert advice to help you navigate the complexities of the financial world.

Mark Katz - UBS Financial Services Inc. is a renowned financial institution located at 4400 Post Oak Parkway in Houston, Texas. As part of UBS, a global financial services company, Mark Katz provides a wide range of financial services including wealth management, investment banking, asset management, and more. With a team of experienced professionals, they offer personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Mark Katz - UBS Financial Services Inc. is dedicated to providing exceptional service and expertise to meet your financial needs.

UBS Financial Services Inc., located at 5075 Westheimer Road in Houston, Texas, is a leading finance institution dedicated to helping clients achieve their financial goals. The institution believes in optimizing tech exposure, seeking durable income, and diversifying across asset classes, regions, and sectors. With a commitment to understanding what wealth means for each individual, UBS offers expertise and finely crafted financial advice tailored to each client's unique needs. Whether you are planning for today, tomorrow, or generations to come, UBS can help you create a comprehensive wealth strategy that supports you in every stage of life. The institution's experts can help you navigate the markets, economy, trends, and investor mindset to stay ahead of the curve.

Patricia Sayyah - UBS Financial Services Inc. is a reputable finance institution located at 4400 Post Oak Parkway in Houston, Texas, United States. With a strong focus on providing personalized financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, we offer a wide range of services tailored to meet your individual needs. Trust in our experience and expertise to guide you towards financial success.

Sharon Callender Snowden, CFP - UBS Financial Services Inc. is a renowned financial institution located at 4400 Post Oak Parkway in Houston, Texas. With a team of highly experienced professionals, they offer comprehensive financial planning services to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, Sharon Callender Snowden, CFP - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your specific needs. Trustworthy and knowledgeable, they are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

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 Michael Turner 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, the TSPN Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. Their team focuses on avoiding risky investments and complex strategies, instead combining world-class resources with personalized support to help clients achieve their financial goals and preserve their futures. They offer banking services through Bank of America, N.A. and believe in a non-emotional investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, and time horizon.

Merrill Lynch Financial Advisor Joshua L. Espinedo is a reputable finance institution located at 800 Capitol Street in Houston, Texas, United States. With a focus on providing expert financial advice and services, Joshua L. Espinedo and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a strong track record of success and a commitment to personalized service, Merrill Lynch Financial Advisor Joshua L. Espinedo is a trusted partner for individuals and businesses looking to make sound financial decisions.

ArrowStone Financial is a leading finance and insurance agency located in Houston, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with investments, insurance coverage, or retirement planning, ArrowStone Financial is here to help. Visit us at 3 Greenway Plaza to learn more about how we can assist you in achieving your financial goals.

Ala Financial Group LLC is a reputable finance institution located at 3 Greenway Plaza in Houston, Texas, United States. With a strong focus on providing top-notch financial services, Ala Financial Group LLC offers a wide range of financial solutions to meet the needs of individuals, businesses, and organizations. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Ala Financial Group LLC is committed to providing personalized and comprehensive financial services to help you succeed.

Merrill Lynch Financial Advisor Jared Holden, located at 800 Capitol Street, Houston, Texas, is a renowned institution in the finance industry. The team at Merrill Lynch is dedicated to providing exemplary client service, setting the standard for excellence in the field. Recognized by prestigious publications such as Forbes and Barron's, Merrill Lynch Financial Advisor Jared Holden is committed to building strong client relationships based on trust and personalized service. With the global resources of Merrill Lynch at their disposal, the team is comprised of talented and experienced individuals who strive to meet the unique needs of each client. Rankings and recognition from industry leaders highlight the expertise and dedication of Merrill Lynch Financial Advisor Jared Holden and their team, making them a trusted choice for financial advice and wealth management.

Merrill Lynch Financial Advisor Rebecca J Rush is a reputable finance institution located at 800 Capitol Street in Houston, Texas, United States. With a strong focus on providing personalized financial advice and services, Rebecca J Rush and her team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Rebecca J Rush offers expert guidance and support to help you make informed decisions and maximize your financial potential.

Merrill Lynch Private Wealth Advisor William Leven, located at 800 Capitol Street in Houston, Texas, offers personalized financial services supported by the global capabilities of a leading financial institution. With a focus on a limited number of clients, the team provides tailored attention to all aspects of your financial life, both now and for future generations. Through industry-leading research and expert analysis, they aim to help you stay ahead and achieve your financial goals. The team, led by Private Wealth Investment Management Specialist Anthony Hoff, develops customized financial strategies to meet your cash flow needs and goals based on your risk tolerance and timeframes. They are committed to providing highly personalized one-on-one service, gaining a deep understanding of your goals and helping you develop a multigenerational wealth strategy.

Horizon Advisory Group, LLC, located at 2808 Caroline Street in Houston, Texas, is a finance and insurance agency dedicated to helping individuals, families, and businesses achieve their financial goals and dreams. Our approach to financial planning is rooted in building a collaborative relationship with our clients, going beyond just numbers and data. We believe in bringing your vision to life and creating a customized strategy that promotes stability, growth, and longevity. Our goal is to provide you with the confidence to take control of your finances and make informed decisions for the future.

Merrill Lynch Financial Advisor Trenton R. Hollas, located at 800 Capitol Street in Houston, Texas, offers insights, observations, and ideas to help individuals pursue their financial goals. With experience in managing concentrated stock positions and navigating important life events such as retirement, inheritance, or business sales, Trenton R. Hollas provides access to Bank of America Private Bank trust and estate planning services. By working with outside professionals like attorneys and accountants, he helps coordinate comprehensive financial and legacy plans. As a part of the Merrill Lynch Wealth Management team, Trenton R. Hollas focuses on building personalized financial plans centered on individual goals and priorities. Through in-depth conversations and the Merrill Personal Wealth Analysis™, clients can develop strategies to achieve their financial objectives. By utilizing the Investment Personality Assessment, Trenton R. Hollas gains a better understanding of clients' investing preferences to tailor financial approaches accordingly.

Hector Contreras - Morgan Stanley is a renowned finance institution located at 717 Texas Avenue in Houston, Texas, United States. With a strong reputation for excellence and expertise in financial services, Hector Contreras - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Hector Contreras - Morgan Stanley is committed to providing top-notch service and support to help you succeed.