Values based finance in Houston, Texas

Granite Harbor Advisors is a finance and insurance agency located at 10603 West Sam Houston Parkway North, Houston, Texas, United States. Our office has recently moved to a new location at 10603 W. Sam Houston Parkway N. Ste. 450, Houston, TX 77064. We specialize in providing tailored financial planning, wealth management, and life insurance solutions for successful individuals and families. As a full-service financial advisory firm, we focus on organizing and optimizing our clients' entire financial picture so they can spend more time doing what they enjoy. Our principled approach to financial planning combines expert advice, dedicated service, and a well-defined investment philosophy to deliver results for our clients.

Estrella Insurance #379, located at 3301 Fondren Road in Houston, Texas, is a trusted health and insurance agency serving a diverse client base in the area. Our licensed agents have over 40 years of experience in the insurance industry and are dedicated to finding the best coverage options for each client's unique needs and budget. We offer a wide range of insurance products, including auto, home, renters, commercial, business, life, and health insurance. Our commitment to quality, reliability, and trust is reflected in the positive feedback we receive from our satisfied customers. At Estrella Insurance #379, we strive to deliver exceptional service and value to our clients. Contact us today for personalized insurance solutions at the best price, guaranteed!

Montana Capital Car Title Loans is a finance institution located at 2212 North Fry Road in Houston, Texas, United States. Whether you apply online or by phone, Montana Capital is dedicated to helping you secure a fast and secure cash loan using your car title. Depending on the value of your car, the amount of money you need, and your ability to repay, you could qualify for a loan of up to $50,000. Your funds can be sent directly to your bank account, debit card, or picked up at a convenient MoneyGram location. Applications may be funded by Simple Cash Loans, Inc., dba Montana Capital Car Title Loans®, or by one of their lending partners. Loans may not be available in all states, and in California, loans are made pursuant to the Department of Financial Protection and Innovation (DFPI). The credit decision may be based on information from national databases like TransUnion, Equifax, LexisNexis, or FactorTrust, Inc. Loan amounts, terms, and Annual Percentage Rates may vary by consumer. Loan proceeds are intended for personal, family, and household purposes, and consumers must demonstrate their ability to repay the loan. Minimum loan amounts vary by state.

TitleMax Title Loans, located at 10232 South Post Oak Road in Houston, Texas, is a finance institution that offers fast and easy cash loans using your car title as collateral. With a focus on getting you the cash you need quickly, TitleMax accepts most credit types and considers factors such as the value of your vehicle and your ability to repay. In addition to title loans, TitleMax also offers motorcycle title loans and personal loans, both in-store and online, to help with unexpected financial needs. With flexible options and a fast application process, TitleMax strives to provide the best possible loan experience for its customers. Please note that certain restrictions and requirements may apply based on location and loan type, so be sure to consult with a TitleMax associate for more information.

DHL Express ServicePoint, located at 5133 Richmond Avenue in Houston, Texas, is a finance and post office institution that offers international shipping services. Customers can ship now and save 50% on international shipments with the Promo Code GREEN50. All shipments are subject to DHL's Terms and Conditions of Carriage and guidelines for restricted or prohibited shipments. Valid government-issued photo ID is required for sending or picking up a shipment, and proof of value is needed for shipments of value. Duties and taxes may be applicable at the destination. DHL Express has the fastest transit times in the industry, with a Money Back Guarantee based on the service selected. The cost of a shipment can be affected by its volumetric weight. Customers can use their own packaging for shipments but should leave it unsealed for inspection. DHL Express is the No. 1 World's Best Workplace for 2022.

U Pawn is a one-stop shop located at 14725 Katy Freeway in Houston, Texas. We offer a variety of services including electronics, finance, jewelry, and general store items. If you're in need of quick cash but don't want to sell your belongings, we provide loans based on the value of your items. You can trust that you'll receive the best offer possible for your gently used merchandise with our no hassle approach. Visit us today or give us a call at (832) 617-8370 to learn more about how we can help you with your financial needs.

Capstone Capital Partners is a family-owned private hard money lender located at 507 Denali Pass Drive, Cedar Park, Texas. Since 2006, we have been assisting residential and commercial projects in Texas to achieve success. Our focus is to provide a hassle-free loan experience for borrowers across the state, with pre-approval in just 24 hours. We prioritize building relationships one at a time and value each client's individual needs. With minimal red tape and fast closing times as quick as seven days with an appraisal in hand, we aim to make the loan process smooth and efficient. Our lending is based on the after repair value, ensuring fair loan amounts.

Zayla Partners is a finance institution located at 24285 Katy Freeway in Houston, Texas, United States. Our experienced team offers a wide range of services including executive compensation analysis and design, incentive plan development, compensation philosophy development, and custom surveys. We also provide expert witness testimony, advisory services for mergers and acquisitions, and compensation analysis in various scenarios such as IPOs, bankruptcies, and restructuring. At Zayla Partners, we believe that incentive compensation plans are crucial for driving strategic objectives and enhancing shareholder value. Our industry-specific experience allows us to provide tailored solutions for companies in various sectors including energy, services, high tech, and agriculture. We prioritize our clients' end goals, ensuring that our strategies align with their objectives for success.

Next Step Financial Transitions is a finance institution located in Houston, Texas, United States. Our mission is to help families make their dreams a reality one financial decision at a time. We offer flat-fee financial planning services with no account minimums, ensuring that you don't need a large portfolio to qualify. Our no-sales approach means we won't push unnecessary or unproductive financial products on you. At Next Step Financial Transitions, we take the time to get to know you – your values, goals, and personality. This allows us to create a personalized financial plan tailored to your needs and situation. We work with a third-party manager and custodian for investment management, helping you create the right investment portfolio that aligns with your goals and risk tolerance.

HUB International is a finance institution located at 9731 Wortham Boulevard in Houston, Texas, United States. Specializing in Retirement/Wealth Management, HUB International offers a range of services including institutional investment consulting, participant services, executive benefits, financial planning, and private wealth management. In March 2019, HUB International acquired Peak Financial Group, LLC, expanding its client services across the State of Texas and beyond. The institution's national team of Retirement and Private Wealth Advisors, Relationship Managers, Investment Analysts, and Home Office Support Staff work together to manage fiduciary risk, analyze investment options, and provide streamlined service solutions for plan sponsors and their employees.

Merrill Lynch Financial Advisor Michael W Jerding is a finance institution located at 5775 North Sam Houston Parkway West, Houston, Texas, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is committed to providing exemplary client service and building strong relationships based on trust and personalized service. The team, known as The Murgai, Jerding & Rao Wealth Management Group (MJRWM), has served a diverse clientele for decades, including top executives in the energy industry, physicians, business owners, and affluent individuals. They work collaboratively with clients and their other advisors to tailor financial and retirement strategies that align with tax-minimization and estate planning considerations. The team focuses on managing clients' assets with a long-term view, using Merrill Lynch Wealth Management models and outside thought leadership. They believe in creating value for client families by reviewing investments, evaluating liabilities, and providing input on Social Security and wealth transfer decisions. The team is dedicated to helping clients pursue their financial goals and aspirations, providing personalized financial approaches tailored to individual needs. Merrill Lynch Financial Advisor Michael W Jerding offers a range of services, including the Merrill Personal Wealth Analysis™ to help clients build and document a personalized financial plan. The team believes in staying connected with clients to discuss changes in their lives and financial goals, ensuring they stay on track to achieve what's most important to them. With a focus on understanding clients' priorities and personality, the team at Merrill Lynch Financial Advisor Michael W Jerding is committed to helping clients achieve their financial goals.

Located in Houston, Texas, FCA Corp is a trusted independent wealth management and financial planning firm that has been serving high-net-worth individuals and families since 1975. With a team of highly credentialed professionals, including CFP®, CPA, JD, MBA, and Tax – LLM, FCA Corp offers comprehensive services tailored to each client's unique needs. At FCA Corp, clients can expect a personalized approach to wealth management that takes into account their individual goals and aspirations. The firm's 360-degree, goals-based planning process covers all aspects of a client's financial life, including tax planning and preparation, asset management, and strategic business consulting.

Safe Money with Scott Mann is a finance institution located at 1717 Saint James Place in Houston, Texas, United States. Scott Mann, the Principal of Mann Financial Group, helps clients grow their retirement savings through his expertise in the financial industry. With over seven years of experience hosting a weekly financial radio show and being a frequent contributor to CNBC, Fox News, and other financial news outlets, Scott is dedicated to providing valuable financial advice to his clients. In today's turbulent financial and world markets, characterized by low growth, low interest rates, and high volatility, Scott focuses on helping baby boomers, individuals aged 50 to nearly 70, achieve a safe and comfortable retirement. With pension plans being replaced by 401k plans and the stock market becoming uncertain, Scott's process emphasizes self-controlled, self-funded retirement income savings plans that provide control, flexibility, security of principal, and lifetime income.

EZ Financial Group Inc. is a finance institution located at 2103 Woodland Court, Pearland, Texas, United States. As a Registered Investment Advisory (RIA) wealth management firm based in Houston, Texas, we prioritize putting client interests first and strive to provide original insight that translates into tangible results. We are dedicated to transparently showcasing the costs and benefits of all financial choices to our clients. At EZ Financial Group Inc., you are not just a number - you are a valued client that drives our business forward every day.

McMac CX is a finance institution located at 712 East 20th Street, Houston, Texas, United States. We focus on addressing the pressing global issues in the built environment, such as carbon emissions, indoor environmental quality, and resource depletion. Our goal is to promote sustainable practices that prioritize the health, efficiency, and prosperity of building occupants and communities. Through our Impact Advocacy Tech™ (IAT) platform, we offer solutions that integrate sustainable best practices into business strategies, creating value for both investors and the environment. Our Planet People Profit Impact (P3I) Platform supports clients from various industries in achieving their financial, social, and environmental goals.

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.

Merrill Lynch Financial Advisor Carrie E Short is a finance institution located at 15375 Memorial Drive, Houston, Texas, United States. The RG Group, which oversees the institution, values teamwork and involvement to deliver financial advice and guidance through their advisors and wealth management client associates. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, they strive to be your primary source for financial planning. The institution's mission is to understand your financial goals and aspirations, designing personalized plans to help you manage investment risk and pursue your financial objectives. They focus on creating solutions that turn your goals into reality, considering factors such as future healthcare expenses, college savings, business transactions, and wealth transfer to future generations. The institution utilizes the Investment Personality Assessment to customize financial approaches that align with your investment preferences and life priorities. With a commitment to placing customer interests first, they offer services to address a wide range of financial challenges. As part of the Forbes “Best-in-State Wealth Management Teams” list, the dedicated team at Merrill Lynch Wealth Management Advisors is committed to building strong client relationships based on trust and personalized service. They offer personalized financial strategies, professional management, and consistent advice to help you achieve your long-term financial objectives. By staying updated on changes in your life and revisiting your financial approach, they aim to keep you on track towards reaching your goals. With a focus on understanding what matters most to you, they work together with you to create a financial approach that reflects your personality and priorities. Let Merrill Lynch Financial Advisor Carrie E Short help you achieve your financial goals and live your best financial life.

Merrill Lynch Financial Advisor Gentry L Anderson is a finance institution located at 5775 North Sam Houston Parkway West in Houston, Texas, United States. The team at Merrill Lynch is dedicated to understanding your values and goals in order to help you achieve your financial objectives. Gentry L Anderson, Senior Financial Advisor, has been in the financial services industry since 2004 and specializes in wealth management strategies tailored to individual needs. The team at Merrill Lynch is actively involved in the community, supporting organizations such as Klein ISD, Goodwill, and local churches. By utilizing the global resources of Merrill Lynch, Gentry and his team provide personalized service and build strong client relationships based on trust. They offer personalized financial planning, investment insights, and banking solutions to help clients pursue their financial goals. With a focus on understanding your priorities and adjusting your financial approach as needed, Merrill Lynch Wealth Management Advisors are committed to helping you achieve financial success.

Kellan Caldwell - Thrivent is a finance institution located at 5600 Northwest Central Drive, Houston, Texas, United States. With licenses in multiple states including AL, CA, CO, CT, FL, GA, IN, KS, MD, MO, NY, OK, OR, PA, TN, TX, UT, VA, and WA, we offer personalized financial planning services to help you achieve your life goals. Our team of experienced professionals will work with you to create a customized plan that aligns with your values and aspirations. We provide guidance on insurance, investments, and financial planning, helping you navigate the complexities of the financial world. Thrivent does not offer legal, accounting, or tax advice, but we can refer you to professionals who can help. Our goal is to see you succeed and make your dreams a reality. Contact us today to start your financial journey with Kellan Caldwell - Thrivent.

Ashlee Reiszner - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5151 San Felipe Street, Houston, Texas, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution provides investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update approaches, and track progress towards financial goals. Clients can access their investments and accounts securely from any device. The institution offers a positive backdrop for stock prices and can help extend bull market rallies. Investment products are not insured by the FDIC or NCUA and involve risks. Securities are offered by Ameriprise Financial Services, LLC, a registered investment adviser. Ashlee Reiszner may only conduct securities business in certain states. The institution values referrals and provides a secure online environment for financial discussions.

Merrill Lynch Financial Advisor Chris Deily is a finance institution located at 2800 Post Oak Boulevard in Houston, Texas, United States. Our team of talented and experienced financial advisors is dedicated to building strong relationships with our clients based on trust and collaboration. We are committed to understanding your financial goals and priorities, and designing a customized wealth management approach to help you achieve them. With access to the investment insights of Merrill and banking solutions from Bank of America, we work with you to develop a personalized financial plan tailored to your needs. Our goal is to help you make informed investment decisions that align with your aspirations and values. Whether you are planning for retirement, saving for a major purchase, or funding a child's education, we are here to support you every step of the way. Contact Merrill Lynch Financial Advisor Chris Deily to start building a financial approach that reflects your unique needs and goals.

Located at 800 Capitol Street in Houston, Texas, Merrill Lynch Financial Advisor Conner Jordan is a finance institution dedicated to understanding your values and helping you achieve your financial goals. The team at Merrill Lynch is committed to personalized service, with one-on-one conversations to truly get to know you and your family's needs. Through the Investment Personality Assessment, they tailor a financial approach that aligns with your individual preferences and aspirations. With access to Merrill's investment insights and Bank of America's banking solutions, they work with you to develop a plan to manage, grow, and preserve your wealth. The team, comprised of experienced individuals, focuses on building strong client relationships based on trust and personalized service. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Merrill Lynch Financial Advisor Conner Jordan is here to help you achieve your financial goals.

Performance Trust Capital Partners is a finance institution located at 5615 Kirby Drive in Houston, Texas, United States. We are dedicated to providing your institution with the strategies, tools, and insights needed to make confident decisions and achieve great performance. Our goal is to build strong relationships based on trust, conflict resolution, and delivering exceptional solutions and operational services essential for long-term success. In today's rapidly changing financial landscape, education is key to navigating challenges and seizing opportunities. By staying informed and reflecting on past performance, your team can be well-equipped to overcome obstacles and create value for shareholders and stakeholders. Performance Trust Capital Partners, LLC is a member of FINRA/SIPC/NFA, and we understand that past performance does not guarantee future results. Investing always involves risks, including potential loss of principal.

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 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 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 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, 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.

Merrill Lynch Financial Advisor Andy Conner is a finance institution located at 600 Rockmead Drive in Houston, Texas, United States. With a focus on managing your wealth through a deep understanding of your financial picture, Andy Conner can help create a flexible strategy tailored to your goals. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, personalized wealth management strategies can be developed to help you pursue your financial objectives. Andy Conner follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through Merrill Personal Wealth Analysis™, a personalized plan can be built around your goals and aspirations. As your financial advisor, Andy Conner prioritizes what matters most to you - whether it's family, goals, or evolving priorities over time.

Discovery Point Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 1300 Hercules Avenue in Houston, Texas, United States. With a focus on financial planning, tax, investment, and business planning strategies, our experienced team has successfully guided clients through various economic challenges such as the tech bubble, the great recession, and the recent COVID pandemic. Our goal is to provide holistic advice and proactive communication to help simplify our clients' finances and assist them in achieving their financial goals. Our services are tailored to each individual's needs, and we are committed to helping our clients feel confident about their financial future. If you have questions or would like to schedule a complimentary initial consultation, please get in touch with us. Background and qualification information can be found on FINRA's BrokerCheck website. Our team is dedicated to helping clients navigate the complexities of the financial world and we strive to provide personalized advice to help them reach their goals.