Houston Financial Services
Affirm Financial Services
Affirm Financial Services is your one-stop destination for all your
business-related needs. We are a reliable and trustworthy full-service firm
based in Houston, TX, and we offer a wide range of services to cover all of your
business, familial, and individual needs. We have years of experience in
offering financial and tax services. We`ll cover your bookkeeping, payrolls,
financial statements, tax preparations, tax resolutions, and tax planning for
you. We specialize in providing you with the expertise and guidance that you
will need in all of these areas and more. We also offer creative business
solutions to ensure your success.
Crown Financial
Crown Financial is a business financial services provider specializing in
accounts receivable Factoring and invoice factoring for home-based
Entrepreneur to major national corporations. Our clients range from the
home-based entrepreneur to major corporations. We work with a range of
industries including staffing companies, food services, construction, surveying,
maintenance, and oil and gas purchasers and producers.
Doctors Financial Services
We create customized financial solutions for Doctors and their Practices.
Doctors Financial Services brings solutions to complex tax and financial issues
through comprehensive tax planing, wealth management and retirement income
planning strategies with the goal to Grow and Protect your Assets. We are
committed to understand each of our Client’s unique financial challenges and
goals as they change over time by tailoring customized Tax and Financial
strategies.
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors is a fee-only Financial Advisor located in
Houston, Texas. For more than thirty years we’ve been serving the financial
needs of individuals, families, and businesses from around the world. When we
take on new clients they become part of our extended family, and in the past
three decades we’ve developed multi-generational relationships with many of
them. Our Certified Financial Planner™ professionals and advisors combine
investment management and holistic planning to provide total wealth management
for our clients. Together, we’ll construct a financial game plan and investment
strategy to meet your goals, and give you greater confidence in your future.
GLOBAL Financial Services
For more than 25 years we have been helping domestic and international
individuals and corporations work toward their financial goals. Our extensive
network provides us with access to markets around the world that gives us the
ability to provide competitive execution and pricing. GLOBAL is a full service
wealth management firm and can service all of your investments needs under one
roof. Our staff has been with us for many years and work together to ensure that
experienced staff members are always available to assist you.
Greenbriar Financial
We are an independent and fee-based financial services firm focusing on
financial planning and the management of investments. Our firm, headquartered in
downtown Houston, Texas, advises clients throughout North America. Our goal is
to be your trusted financial advisor coordinating all of your financial
decisions. Our clients include individuals, families, retirees, trusts,
charities and privately held businesses. As independent financial planners, we
work for you. We utilize a fee-based consultative approach with advice that is
personal, objective, competent, and confidential.
Intrua Financial
At Intrua Financial, we are committed to being involved beyond expected and to
providing comprehensive strategies and experience to our clients. Preserving the
life you’ve created and investing in tomorrow’s dreams are at the core of our
work. When you become an Intrua Financial client, you become part of a family
that is focused on your financial well-being today and beyond.
Managed Financial Services Corporation, Inc.
Managed Financial Services Corporation, Inc., is a Texas-Based Registered
Investment Adviser committed to helping clients achieve their short and
long-term financial goals. Our primary goal is to preserve our client’s
principal while maximizing returns consistent with their investment philosophy.
The Managed Financial Services Corporation, Inc. team encourages you to explore
our site and learn more about the extensive management services we offer.
MBR Financial
MBR Financial is an independent Registered Investment Advisor (RIA). Get
personalized financial advice to help you achieve the financial goals you
envision. Our advisors are dedicated to helping you achieve your financial
goals. You’ll receive personalized financial advice based on what’s most
important to you – to help you live more confidently today and tomorrow.
MD Financial Services
MD Financial Services is a full-service financial firm that focuses on helping
physicians protect their future with disability income insurance and grow their
wealth through personalized investment strategies. Our team has over 24 years of
experience exclusively serving physicians and we have helped thousands of active
physicians around the country protect their families and prepare for a
comfortable retirement.
Oak Harvest Insurance Services
We are an independent financial services firm helping individuals create
retirement strategies using a variety of investment and insurance products.
Advisory services are provided through Oak Harvest Investment Services, LLC, a
registered investment adviser. Insurance services are provided through Oak
Harvest Insurance Services, LLC, a licensed insurance agency.
OneHouston Financial
OneHouston Financial is an insurance and financial services agency that utilizes
a distinct macro-economic process with our clients. This nontraditional approach
helps our clients understand financial concepts and dynamics, which then forms
the foundation for a personalized road map that helps balance growth potential
with the reduction of risk for their future. We offer a wide variety of
financial products and services to provide these economic strategies for our
clients, who include individuals, families, and business owners.
Pre-Emptive Financial Services Inc.
At Pre-Emptive Financial Services Inc. we are committed to the needs and
benefits of our clients. Our focus is helping our clients succeed in making good
financial decisions that enable them to have financial confidence. We will work
hard to access your financial situation, assist you in making and then reaching
your financial goals. At Pre-Emptive Financial Services we offer contemporary
information, premium service and advice.
SilverOak Financial Group, Ltd.
Whether you are investing to build wealth, protect your family, or preserve your
assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can
help you address your needs of today and for many years to come. We look forward
to working with you.
Strategic Financial Advisors
We recognize that our clients lead active and complex lives. They understand
that managing their investments is more complicated and time-consuming than ever
before. They acknowledge that working with specialized investment professionals
provides them with a level of confidence and security. We look forward to
discussing your personal needs and how we might provide investment advisory
services and financial planning support to you.
The Financial Advisory Group
The Financial Advisory Group offers a wide range of services to help clients
achieve and maintain financial independence. This includes financial planning,
tax planning, retirement planning, investment management, family office, and
pension plan fiduciary services. Most of our clients, both in the Houston area
and nationwide, benefit from a mix of these different services tailored to their
specific needs.
Related Links
American Financial Services Association
Our mission is to promote safe, ethical lending to responsible, informed
borrowers and to improve and protect consumers access to credit. American
Financial Services Association (AFSA) is the primary trade association for the
consumer credit industry, protecting access to credit and consumer choice. AFSA
provides the consumer credit industry and the consumers it services with a voice
in Washington, D.C., where the association is headquartered, and access to the
media and investment community. It also provides policy advice and issues
management at both the federal and state level.
Financial Planning Association of Houston
Financial Planning Association of Houston is your partner in planning by helping
you realize your vision of success with practice support, learning, advocacy,
and networking. P: Practice Support FPA supports members with vast savings on
the tools they need. L: Learning FPA provides members with relevant and
accessible educational content. A: Advocacy FPA helps members be advocates for
financial planning. N: Networking FPA provides unmatched networking with a
vibrant community of planners.