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Edward Jones - Aaron Daniel, CFP®, CRPC™

www.edwardjones.com/aaron-daniel

 

As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. The financial world can sometimes seem like foreign territory; I work one-on-one with you to help determine the most appropriate financial strategy. My passion is serving others and working at Edward Jones gives me the tools and resources to truly help people. I look forward to the many years of serving families in Friendswood! 

820 S. Friendswood Drive Suite 106
Friendswood, TX 77546
Map

346-318-1917
Email

  • Financial Services

Profile

Edward Jones - Kristie Ramirez

www.edwardjones.com/kristie-ramirez

At Edward Jones, we partner with individuals and businesses to help you reach all of your long-term financial goals (emergency savings, business retirement plans, reviewing retirement options for individuals, saving for college, estate strategies, etc). We get to know you to find out what's most important to you and then help you develop strategies to reach those goals. We also partner with our (or your) CPA and legal professionals to make sure that what we recommend is in line with your whole plan. Our team is comprised of two people: the Financial Advisor (Kristie Ramirez) and the Branch Office Administrator (Sandra Cory) so that you'll always be able to talk to an actual person and you don't have to deal with long hold times on the phone. We offer complimentary reviews by phone or web conference and are able to accomodate your schedule. Contact us today at 832-240-4110 or kristie.ramirez@edwardjones.com or visit us at https://www.edwardjones.com/kristie-ramirez to learn a little more about what we do and how we can help you with your financial future!

1560 W. Bay Area Blvd., Ste. 180
Friendswood, TX 77546
Map

832-240-4110
Fax: 888-762-1159

  • Financial Services

Profile

Horizon Wealth Advisors - Brad Hughes, CRPC®

Horizon Wealth Advisors - Brad Hughes, CRPC®

https://www.horizon-advisors.com/

Horizon Wealth Advisors, established in 1999, is a Houston-based, fiduciary, fee-only financial planning and wealth management firm. We’re dedicated to building long-term relationships with thoughtful, successful individuals, families, and organizations throughout the Houston area, and to helping them achieve their financial goals. Our services include retirement, estate, and education planning, as well as investment management and tax, estate, and trust services.

Book a discovery call today to get started!

2603 Augusta Drive, Suite 1400
Houston, TX 77057
Map

713-343-3208
Email

  • Financial Services

Profile

Merrill Lynch - Kirk Lippert

17225 El Camino Real, Ste. 200
Houston, TX 77058
Map

281-212-9134
Fax: 713-574-2645
Email

  • Financial Services

Profile

Powell United Financial Services

Powell United Financial Services

https://www.powellunited.com/

At Powell United Financial Services we offer full accounting and insurance solutions. We specialize in tax preparation, strategic planning, QuickBooks Online bookkeeping, life insurance, and annuities via American National Insurance. Offering employee benefits, pension plans, business filing, notary services, and personalized health insurance/Medicare solutions. We are licensed life/health agents, Enrolled Agents, and QuickBooks Online Pro Advisors.

3118 FM 528 Rd #1001
Webster, TX 77598
Map

409-692-3882
Email

  • Financial Services
  • Accounting/Bookkeeping

Profile

UBS Financial Services

I am a financial advisor at UBS.

2525 Bay Area Blvd
Houston, TX 77058
Map

281-709-0446
Email

  • Financial Services

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