Sloan Insurance Agency

Next Step Financial Transitions is a flat-fee financial planning service based in Spring, TX, offering personalized financial advice and solutions for individuals and families. With a customer-first approach and a no-sales mentality, their certified financial planners prioritize their clients' best interests, helping them maximize their financial potential and control their finances. They specialize in serving people going through or preparing for life transitions, such as newlyweds, first-time homebuyers, career changers, parents planning for their empty nest, retirees, widows/widowers, and families with special needs children. Committed to providing tailored solutions, Next Step Financial Transitions takes the time to understand their clients' needs and situations, offering advice and curating optimal financial plans. They work with a third-party manager and custodian for investment management, ensuring a balanced investment portfolio that aligns with clients' goals and risk tolerance. With no account minimums and a focus on education, they empower their clients to take control of their financial future and make informed decisions.Generated from the website

Complete Bookkeeping Tax Services Inc. in The Woodlands, TX offers expert bookkeeping and tax services for small businesses across various industries, including construction, healthcare, and retail. Their federally licensed tax professionals provide tailored tax strategies to minimize taxes and ensure financial organization. With a focus on simplifying bookkeeping tasks and maximizing tax savings, this local firm helps clients stay focused on running their businesses. From income tax preparation to QuickBooks services, Complete Bookkeeping Tax Services Inc. is dedicated to providing efficient and secure financial solutions.Generated from the website

Founded in 1973, Briggs & Veselka is Houston's largest independent accounting firm. We are also the third-largest independent CPA firm in Texas. We offer audit, consulting, and tax services with experts specializing in a wide range of industries. Our clients range from individuals to closely-held businesses to medium-cap public companies. As a member of HLB International, a global association of independent accounting and business advisory firms with more than 29,300 members with over 750 offices in over 158 countries around the world, we have access to industry experts who can assist with any complex accounting or audit issues that arise during a client engagement.