Financial Planning & Financial Advisors

4801 Woodway, Suite 145 W
Houston
TX
77056
(713) 864-4300
ccmrusa.com/

Core Capital Management & Research is an award winning, Houston-based investment management firm recognized year over year by the Houston Business Journal as one of the city’s Top Wealth Managers. Providing tailored investment management to individuals, businesses, churches, charities and foundations, we put our clients first and work to meet all of their financial needs through a disciplined investment strategy and the highest level of service and transparency. At Core Capital we are accountable directly to our clients and hold tightly to our integrity, credibility and faith.

9555 W Sam Houston Parkway S, Suite 420
Houston
TX
77099
(713) 774-6797​
diyagroup.biz/

DIYA GROUP LLC is the fastest growing financial marketing and solutions company, helping our strategic business partners and individuals build their own finance business. We provide the required knowledge, training, and solutions to meet the client’s financial needs.

Diya Group is a one-stop-shop for all your financial needs. Our products and services can aid you in the following ways:

• Help build your own Finance Agency.
• Educate and train individuals on finance solutions & products.
• Network with other finance professionals in the industry.
• Provide finance solutions that meet your financial goals and objectives.
• Partner with other businesses and individuals on strategic investments.

931-RETIRED(738-4733)
www.retirementspecialtygroup.com/

At Retirement Specialty Group, Inc., a full services investment advisory firm, we help you plan safely for your retirement. We find solutions to many difficult situations. We also promote faith-based investing where you can ensure your investments do not support agendas that go against your moral beliefs.

Whether you are ready to retire or are many years away from retirement, let us meet with you and plan your retirement today!

Investment advisory services are offered through Optivise Advisory Services, LLC. Optivise and RSG are independent of one another. Investment advisory services are offered through Optivise Advisory Services, LLC, a SEC registered investment advisor.

800 Wilcrest Drive, Suite 100
Houston
TX
77042
(713) 974-2843
www.thrivent.com/

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they’ve been given.

At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them towards financial choices that will help them live the life they want today – and tomorrow. Let’s connect if you have questions.

700 Westgreen Boulevard
Katy
TX
77450
(832) 287-1709
www.tnccpa.com/

We are a Christian based business owners and CPAs prepared to listen and help small business owners and nonprofit entities increase profitability following our principles and values. Integrity, Ownership, Hard Work, Innovation & Trust.

We believe that by focusing on doing the right thing, we can increase our clients’ profitability and positively impact our community.

Currently we are providing operational and financial consulting services to 19 organizations who have employed over 453 employees which indirectly we impact over 2015 people

We generated and collected documents over $5 million of PPP loans for our customers. As of today, 105% of them have received their SBA approval and will receive their fundings.

We give you many free resources and information. Check out “Thought Leaders” on our website.

Connect with us on LinkedIn! linkedin.com/in/wendy-nguyencpa

15510 Lexington Blvd Ste P
Sugar Land
TX
77478-4173
(281) 265-0711
www.agentwalker.com/

I am your State Farm Insurance Agent for the Sugar Land, TX and Fort Bend County area, celebrating over 29 years with State Farm! Our Agency has qualified for many State Farm Awards over the years, including State Farm Ambassador Travel and State Farm Golden Triangle. We enjoy assisting on resident relocations to the Fort Bend County area. We focus on Auto Insurance, Homeowner’s Insurance, Renter’s Insurance, Life Insurance, and Business/Commercial Insurance throughout the Fort Bend County area. Call or stop by our office for a free Car Insurance or Home Insurance quote!

9219 Katy Freeway, Suite 115
Houston
TX
77024
(713) 828-0770
www.westernmortgagecorp.com/vince/

Vince Orlando, Senior Loan Advisor

Shopping for a mortgage can be an intimidating task. There are thousands of mortgage lenders and hundreds of ways lenders can tweak any loan. When you are facing the excitement of buying a new home or investment and you may feel vulnerable as each lender will pull your credit report and actual lower you credit rating. It is understandable that many home buyers get stuck with bad mortgages because they just wanted to get the process over with. Unfortunately, that is no small mistake: On a 30-year mortgage, fractions of a rate point can add up to tens of thousands of dollars.

Experience counts and Vince Orlando offers 20 years of experienced in the mortgage business and 24 years as a real estate professional and as a homeowner and real estate investor. Proceeding to real estate Vince has held positions in the leadership in the engineering field and in his church. With his experience and background, he can professionally advise you on your investment in a home or business. He is up to date on the industry by being a Member of NAR, TRA and HAR.

Having a list of banks and mortgage companies Vince Orlando and his team will work for you as if it was their own investment. They will shop for you the best company, terms and the best interest rate and only run your credit one time. If you have credit issues, he can advise you how to get the issues corrected to raise you credit scores.

Reverse Mortgage for people that are 62 years or older. Vince Orlando can advise you if a reverse mortgage is suitable for your situation. It is like a home equity loan. With a traditional mortgage you make monthly mortgage payments, but with a reverse mortgage you have an option on payment. You still own and control your mortgage and can get tax free cash out.