Investment services in The Woodlands, TX

UBS Financial Services is a registered broker and dealer that provides wealth management solutions in the United States. It offers securities, trading, brokerage and related products and services. The company s home office in the United States is located in New York. UBS Financial Services is a part of UBS, which was formed in 1998 with the merger of Union Bank of Switzerland and Swiss Bank Corporation. UBS specializes in wealth management businesses, global investment, key assets, and is one of the leaders in Swiss corporate and individual client banking. It provides a range of wealth management services, such as asset management, estate planning, corporate finance and art banking services. Its client base includes financial institutions, advisors, central banks, charitable foundations and individual investors. Additionally, the company offers underwriting, advisory, brokerage and market making services. UBS has a staff of more than 75,000 employees worldwide. UBS Financial Services maintains one of its locations in The Woodlands, Texas.

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Serving Houston, TX and outlying areas, Matt Moore of Moore Financial Services Group, LLC is offering the following services not limited to: Retirement Plans, Estate Planning, Retirement, Investment Management and Tax Management.

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Assurance Wealth Management is a registered investment advisor that provides wealth management, risk mitigation, a robust array of financial planning and retirement planning services to individuals, families and business owners. At the heart of what is done here at Assurance Wealth Management, we strive for ultimate client-focused service. Combined with our state of the art technology that allows us to create individualized portfolios with a focus on risk mitigation.

There are a lot of factors that can turn your "dimes" into "nickels." In the last year, we consumers have become acutely aware of the effect rising inflation has on spending power. It is the same for investors; inflation is a drag on the real value of an investment over time. Increasing risk is a common tool for overcoming inflation concerns, but it is a critical decision that needs to be done thoughtfully. Income, savings, taxes, retirement age, and risk tolerance are just a few of the many factors people need to consider. We work with Houston area families to address these concerns. We listen to your concerns and dreams to formulate a long term plan based on your unique needs. Then, we turn that into a broadly diversified portfolio focused on tax-efficiency and minimal fees. We would love to hear your story! Please give us a call or message us.

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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.