Harvey Financial Group

Farris Financial Group is a reputable financial services firm located in Houston, TX. They offer a wide range of insurance and investment solutions, including long-term care insurance, life insurance, disability income insurance, and 401(k) information. With their experienced team of professionals, Farris Financial Group provides personalized advice and guidance to help individuals and businesses achieve their financial goals. As a trusted partner, Farris Financial Group is committed to helping clients make informed decisions about their financial future. They provide valuable resources such as articles, calculators, flipbooks, and newsletters to educate and empower their clients. With a focus on long-term financial security, Farris Financial Group strives to deliver exceptional service and tailored solutions to meet the unique needs of each client.Generated from the website

Jaykay Wealth Advisors Inc, a trusted financial services firm in Houston, TX, has been providing expert guidance for 35 years. Specializing in comprehensive investment management and financial planning, our experienced team offers tailored solutions to help clients achieve their financial goals. Our services include portfolio optimization, tax planning, risk management, estate planning, and retirement planning. We excel in cash flow management, philanthropic planning, and succession strategies for business owners. With a focus on relationship management, we coordinate with professional teams and provide financial education for family members.

UBS is a leading global wealth manager and the largest universal bank in Switzerland, offering a comprehensive range of financial services, investment solutions, and personalized advice to help clients achieve their financial goals. Their extensive capabilities encompass wealth management, asset management, and investment banking, tailored for individuals, families, and institutional clients worldwide. With a focus on building strong client relationships, UBS emphasizes the importance of informed advice and strategic execution in managing wealth. The firm also provides insights and resources to support various financial needs, including charitable giving and the unique challenges faced by women navigating wealth transfer. Generated from the website