TOP 30 Wealth transfer in Texas

454 results found

Lethe C Burns is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 11675 Jollyville Road, Austin, Texas, United States. Specializing in finance, Lethe C Burns 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®, CFP®, 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 expertise in areas such as asset management, retirement planning, estate planning, investment analysis, and more. Lethe C Burns is dedicated to providing comprehensive financial planning services to individuals and businesses, ensuring their financial goals and needs are met with professionalism and integrity.

Neil Walters - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8310-1 North Capital of Texas Highway, Austin, Texas, United States. Neil Walters holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers services such as wealth transfers, federal taxation, and retirement planning for domestic partners. Neil Walters is also a Chartered Financial Analyst® and a Certified Financial Planner™, providing clients with a high standard of excellence in personal financial planning. With a focus on comprehensive financial planning, Neil Walters aims to help clients achieve their financial goals and secure their financial future.

Weinheimer Wealth Management is a boutique finance firm located in Austin, Texas, offering financial planning strategies and investment management services to high net-worth individuals and small business owners for over twenty years. Our focus is solely on meeting the needs of our clients, developing custom investment strategies to help them reach their financial and lifestyle goals. Our process begins with getting to know each client's specific needs and desires for their investment capital, followed by creating a tailored long-term investment strategy. We then implement the strategy with constant communication and monitoring, making adjustments as needed. Our comprehensive approach includes investments, insurance, legal and accounting needs, and we offer a variety of valuable services to help our clients achieve financial success. Visit us at 4101 Parkstone Heights Drive, Suite 210, Austin, TX 78746 to learn more about how we can help you reach your financial goals.

Monarch Wealth Management is a finance institution located at 2806 Flintrock Trace, Lakeway, Texas, United States. They offer investment products and services through Wells Fargo Advisors Financial Network, LLC and are dedicated to helping residents in select states achieve their financial goals. Please note that the use of the CDFA® designation by Monarch Wealth Management does not imply legal expertise. Additionally, they provide insurance products through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to note that opinions and actions taken on social media platforms are those of third parties and do not necessarily reflect the views of Monarch Wealth Management. Residents outside of the U.S. should be aware that the information provided is for informational purposes only and not an offer to participate in any investment opportunities. Please consult with a financial advisor to learn more about the products and services available in your country of residence.

Justin Montandon - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 10415 Morado Circle in Austin, Texas, offers a wide range of financial services for individuals looking to manage their wealth effectively. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, Justin Montandon is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment strategies. Additionally, Justin Montandon holds certifications in Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With a focus on providing comprehensive financial planning services, Justin Montandon is dedicated to helping clients achieve their financial goals and secure their financial future.

Whitfield Bacon Wealth Partners is a premier financial institution located in Austin, Texas. Our team of experienced professionals are dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investment portfolio, our team is here to assist you every step of the way. Visit us at 901 South MoPac Expressway to learn more about how Whitfield Bacon Wealth Partners can help you secure your financial future.

Verum Wealth Advisors is a leading finance institution located at 9050 North Capital of Texas Highway in Austin, Texas, United States. Our team of experienced advisors is dedicated to providing personalized financial solutions to help clients achieve their wealth management goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Verum Wealth Advisors is here to help you navigate the complex world of finance. Contact us today to schedule a consultation and take the first step towards securing your financial future.

The Heare Wealth Management Group - UBS Financial Services Inc. is a leading financial institution located at 3450 Dowlen Road in Beaumont, Texas, United States. Specializing in wealth management, our team of experienced professionals provides personalized financial planning and investment strategies to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we are committed to delivering exceptional service and expertise to our clients. Whether you are planning for retirement, saving for education, or growing your wealth, The Heare Wealth Management Group - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

The Agathos Group - Morgan Stanley is a prestigious financial institution located at 1400 Civic Place in Southlake, Texas, United States. Specializing in wealth management and investment services, the institution offers expert financial advice and solutions to help clients achieve their financial goals. With a reputation for excellence and a commitment to client satisfaction, The Agathos Group - Morgan Stanley is a trusted partner for individuals and businesses seeking to secure their financial future.

Prospera Financial Services Inc is a finance institution located at 5429 Lyndon B Johnson Freeway in Dallas, Texas. They offer a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. With a team of experienced professionals, Prospera Financial Services Inc is dedicated to helping their clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Prospera Financial Services Inc can provide you with personalized solutions tailored to your specific needs.

Welcome to the office of Roberto Montero State Farm, located at 2307 West Parmer Lane in Austin, Texas. As your dedicated State Farm insurance agent, our team is committed to providing personalized insurance plans that meet your individual needs. Whether you are looking for Life, Auto, Home, or Business Insurance, we are here to help protect what matters most to you. Roberto Montero State Farm is proud to serve the Austin community and surrounding cities such as Cedar Park, Round Rock, Hutto, Pflugerville, and Leander. We offer free consultations for young families and assist with out-of-state transfers to ensure that your insurance needs are met with care and consideration.

Janelle Cremé PLLC is a trusted estate planning attorney located in Prosper, Texas. With a focus on helping clients protect their assets and plan for the future, Janelle Cremé PLLC offers personalized legal services to meet the individual needs of each client. Whether you are looking to create a will, establish a trust, or navigate the probate process, the experienced team at Janelle Cremé PLLC is here to guide you every step of the way. Visit us at our office on South Preston Road to learn more about how we can assist you with your estate planning needs.

The UTSA Recital Hall entrance is a gateway to a world of music, artistry, and scholarship in the heart of San Antonio, Texas. As part of the UTSA School of Music, this institution is dedicated to nurturing the talents of students and enriching the cultural wealth of the community through performances and events. Accredited by the National Association of Schools of Music, the School of Music offers a range of degrees and opportunities for students to showcase their talents. Experience the magic of performances by talented artists such as Jason Robert Brown at the newly renovated Wonder Theater in San Antonio. The School of Music welcomes all music enthusiasts and prospective students to explore the world of music and performing arts. From theory exams for transfer students to faculty artist performances, there is something for everyone to enjoy at UTSA.

Western & Southern Life Insurance Company, located at 1906 East Tyler Avenue in Harlingen, Texas, is a trusted insurance agency offering a range of products to help you plan for your financial future. Whether you are looking for life insurance, retirement planning, or investment options, our team is here to provide personalized guidance and solutions tailored to your specific needs. Explore our financial tools, educational articles, and interactive calculators to feel more confident about your personal finances. From evaluating your financial goals to managing your family's finances, we can help you achieve your dreams at every life stage.

Legacy Protection Insurance is a reputable insurance agency located at 1208 South Farm to Market 51 in Decatur, Texas, United States. We specialize in providing a wide range of insurance solutions to protect your legacy and ensure peace of mind for you and your loved ones. Our experienced agents are dedicated to helping you find the right coverage tailored to your specific needs. Whether you are looking for life insurance, home insurance, auto insurance, or any other type of insurance, we are here to assist you every step of the way. Trust Legacy Protection Insurance to safeguard your future and provide you with the security you deserve.

Jones Strong Financial LLC is a leading institution located at 1139 South WW White Road in San Antonio, Texas. We specialize in accounting, finance, and insurance services, catering to both individuals and businesses. Our range of services includes insurance, tax preparation and planning, notary services, real estate assistance, and credit education. At Jones Strong Financial LLC, we prioritize family values and strive for the success and legacy of our clients. We understand the importance of keeping your personal information safe and secure, which is why we are dedicated to building a strong and trustworthy relationship with each and every one of our clients.

Prestigious Financial Solutions, LLC is a highly reputable insurance agency located at 4001 Airport Freeway in Bedford, Texas, United States. With a commitment to providing top-notch financial solutions to clients, this institution offers a wide range of insurance products and services tailored to meet the unique needs of individuals and businesses. Their team of experienced professionals is dedicated to delivering exceptional customer service and helping clients secure their financial futures. Trust Prestigious Financial Solutions, LLC for all your insurance needs.

Globe Life Family Heritage Division: Byrne Agencies is an insurance agency located at 2000 East Lamar Boulevard in Arlington, Texas, United States. Specializing in family heritage insurance, they offer a range of policies to protect your loved ones and provide financial security for the future. With a commitment to personalized service and comprehensive coverage options, Byrne Agencies is dedicated to helping clients find the right insurance solutions to meet their individual needs. Contact them today to learn more about their services and how they can help you protect what matters most.

Cord & Kruse LLC is a reputable institution located at 11202 Disco in San Antonio, Texas, United States. Specializing in providing top-notch financial services, Cord & Kruse LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized solutions tailored to each client's specific needs. Whether you are looking for accounting, tax preparation, or financial planning services, Cord & Kruse LLC is committed to delivering exceptional results and ensuring client satisfaction. Visit them today to see how they can help you secure a stable financial future.

Robert V. Hands, Attorney-at-Law is a family-oriented law practice located at 83 North Avondale Street in Amarillo, Texas. With a home office setting, Robert creates a warm and welcoming environment for his clients. His practice includes seven notaries and numerous witnesses, making after-hours appointments easy to accommodate. Clients are welcome to bring their children or grandchildren to appointments, with a seesaw in the front yard for their entertainment. Robert specializes in estate planning, ensuring that your wishes are carried out regarding who will benefit from your estate. He emphasizes the importance of creating a plan to avoid the state determining the beneficiaries. Robert also assists with Powers of Attorney to designate decision-makers in case you are unable to make decisions yourself.

L. A Notary & Tax Service is a professional accounting and finance institution located at 2619 West Loop 374 in Palmview, Texas, United States. Our team of experts provides a wide range of services including tax preparation, notary services, and financial consulting. With years of experience and a commitment to excellence, we are dedicated to helping our clients with all their financial needs. Visit us today to see how we can assist you with your accounting and finance needs.

The College of Health Care Professions in Austin, Texas is a leading institution offering a variety of healthcare programs to help individuals pursue successful careers in the medical field. Located at 6330 East Highway 290, our campus provides certificate programs in Dental Assistant, Limited Medical Radiologic Technologies (LMRT) with MA Skills, Medical Assistant, and Medical Coding and Billing. We also offer Associate of Applied Science degrees in Diagnostic Medical Sonography, Health and Medical Administrative Services (HMAS), and Surgical Technology. With a growing demand for healthcare professionals in Austin, CHCP is dedicated to providing the education and training needed to obtain certifications and achieve career goals. Our Career Services team offers job placement assistance and helps students develop the necessary skills sought by healthcare employers.

Michael Crowell is a reputable finance institution located at 107 Riverview Cove in Georgetown, Texas, United States. With a strong focus on providing expert financial services, Michael Crowell is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Michael Crowell is committed to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and customer-focused, Michael Crowell is your go-to destination for all your financial needs.

Prestamos Del Rey is a finance institution located at 1608 North Conway Avenue in Mission, Texas. We offer a variety of financial services to help individuals and businesses meet their financial needs. Our experienced team is dedicated to providing personalized service and finding solutions that work for our customers. Whether you need a loan, money transfer services, or help with your taxes, Prestamos Del Rey is here to assist you every step of the way. Visit us today to learn more about how we can help you achieve your financial goals.

Wells Fargo Bank is a trusted financial institution located at 1175 Farm to Market Road 802 in Brownsville, Texas. As a leading bank in the United States, Wells Fargo offers a wide range of banking and financial services to meet the needs of individuals and businesses. Whether you need to deposit funds, withdraw cash, or manage your finances, Wells Fargo Bank provides convenient ATM services and personalized banking solutions to help you achieve your financial goals. With a strong reputation for reliability and customer service, Wells Fargo Bank is committed to helping you succeed financially.

Thomas Walters, PLLC is a multi-state law firm specializing in estate planning, located at 201 East Pearl Street in Granbury, Texas. Offering customized solutions for wills and trusts, the firm is dedicated to providing tailored estate planning services to meet the unique needs of each client. Principal attorney Leslie Thomas is an experienced estate planning lawyer in Fort Worth, TX, offering complimentary consultations to discuss individual goals and concerns. With a flat fee model, clients can expect transparent pricing and lifetime access to their estate plan. From asset division to medical directives, the firm guides clients through the process of creating a comprehensive estate plan designed to protect their loved ones and assets. With a focus on personalized service and ongoing support, Thomas Walters, PLLC aims to build lasting relationships with clients to ensure their estate planning needs are met for years to come. Schedule a consultation today to start planning for the future with confidence and peace of mind.

Breshears Law is a reputable law firm located at 5049 Edwards Ranch Road in Fort Worth, Texas, United States. Specializing in estate planning and probate matters, the firm is known for guiding clients through the complex probate court system with honesty, kindness, and expertise. Clients have praised Joe Breshears for his professionalism, knowledge, and dedication in helping them create wills, trusts, and estate plans tailored to their needs. With over 35 years of experience, Joe and his team provide personalized and thorough legal services to ensure that clients have control over their assets and properties according to their wishes. Whether it's planning for the future or navigating probate after a loved one's passing, Breshears Law is committed to providing solutions that bring peace of mind and financial security. Click on any "Get Started" button to begin creating your future with Breshears Law.

Howard Investment Services is a renowned finance institution located at 21715 Sierra Long Drive in Richmond, Texas, United States. Our team of expert financial advisors is dedicated to providing top-notch investment services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, save for retirement, or plan for the future, we are here to provide personalized solutions tailored to your specific needs. Trust Howard Investment Services to guide you on the path to financial success.

Richard Weaver & Associates is a renowned finance and law firm located in Haltom City, Texas, United States. With a prime location on Airport Freeway, this institution is dedicated to providing top-notch financial and legal services to its clients. The team of professionals at Richard Weaver & Associates is committed to helping individuals and businesses navigate complex financial and legal matters with expertise and integrity. Whether you need assistance with financial planning, investment strategies, or legal representation, Richard Weaver & Associates is here to help. Contact them today to see how they can assist you in achieving your financial and legal goals.

TDECU Sugar Land is a bank and finance institution located at 2109 Highway 6 in Sugar Land, Texas, United States. Our member center offers various services to meet your financial needs, including ATM access for fast deposits and withdrawals without the need for assistance from an employee. We also provide notary services by appointment, assistance with lost or stolen debit cards, and a range of banking services for personal and business needs. Whether you need to transfer money, open a small business account, or secure a safe deposit box, TDECU Sugar Land has you covered. Visit us today to explore our borrowing solutions and get prequalified for a home loan in minutes.