Best Financial Advisors in Houston, TX

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List of Firms

Houston, TX Fiduciary Financial Advisors

SEC File# 801-117111
CRD# 159293
5 out of 5
Location 700 Louisiana St Suite 3950, Houston, TX 77002, USA
Phone (281) 580-2100
Directions
SEC File# 801-48855
CRD# 106779
5 out of 5
Location 1333 W Loop S Suite 1500, Houston, TX 77027, USA
Phone (713) 840-1000
Directions
SEC File# 801-38245
CRD# 107639
Location 1400 Post Oak Blvd Suite 800, Houston, TX 77056, USA
Phone (713) 840-8880
Directions
SEC File# 801-61731
CRD# 114102
Location 2603 Augusta Dr Suite 1400, Houston, TX 77057, USA
Phone (713) 748-7000
Directions
SEC File# 801-118486
CRD# 137902
Location 7500 San Felipe St #150, Houston, TX 77063, USA
Phone (713) 781-1475
Time Monday: 8:30 AM – 4:00 PM Tuesday: 8:30 AM – 4:00 PM Wednesday: 8:30 AM – 4:00 PM Thursday: 8:30 AM – 4:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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The Financial Advisory Group, Inc.
SEC File# 801-54599
CRD# 109558
5 out of 5
Location 5599 San Felipe St # 900A, Houston, TX 77056, USA
Phone (713) 627-7660
Directions
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The Goff Financial Group
SEC File# 801-62129
CRD# 114796
5 out of 5
Location 11 Greenway Plaza Ste. 1425, Houston, TX 77046, USA
Phone (713) 850-8900
Directions
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Ronald Blue Trust
Location 952 Echo Ln Suite #430, Houston, TX 77024, USA
Phone (713) 465-2900
Directions
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Scott Tiras - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 11 Greenway Plaza Ste 3000, Houston, TX 77046, USA
Phone (713) 332-4400
Directions
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Parker Financial Advisors
Location 14800 St Marys Ln, Houston, TX 77079, USA
Phone (832) 476-3495
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Financial Synergies Wealth Advisors
SEC File# 801-30106
CRD# 105643
5 out of 5
Location 4400 Post Oak Pkwy STE 200, Houston, TX 77027, USA
Phone (713) 623-6600
Directions
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Houston Wealth Management
Location 1035 Dairy Ashford St #222, Houston, TX 77079, USA
Phone (281) 372-8410
Directions
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Robare & Jones Wealth Management
SEC File# 801-80075
CRD# 171070
4 out of 5
Location 20405 TX-249 #350, Houston, TX 77070, USA
Phone (281) 374-0756
Directions
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Baird Private Wealth Management
Location 4400 Post Oak Pkwy Ste 2790, Houston, TX 77027, USA
Phone (800) 792-6732
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Baird Private Wealth Management
SEC File# 801-7571
CRD# 8158
5 out of 5
Location 945 Bunker Hill Rd Suite 300, Houston, TX 77024, USA
Phone (877) 792-3234
Directions
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Merrill Lynch Wealth Management Advisor David Smith
Location 800 Capitol St, Houston, TX 77002, USA
Phone (713) 658-1255
Directions
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Bering Street Advisors - Ameriprise Financial Services, LLC
5 out of 5
Location 800 Bering Dr Ste 105, Houston, TX 77057, USA
Phone (713) 400-5000
Directions
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Avidian Wealth Solutions
SEC File# 801-64386
CRD# 127186
Location 800 Town and Country Blvd #220, Houston, TX 77024, USA
Phone (281) 822-8800
Directions
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Strategic Advisory Services, L.L.C.
SEC File# 801-113260
CRD# 108706
Location 10333 Richmond Ave. #720, Houston, TX 77042, USA
Phone (713) 977-3800
Directions
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Mike Garofalo - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 800 Bering Dr Ste 105, Houston, TX 77057, USA
Phone (713) 400-5001
Directions
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Wealth Standard Financial
5 out of 5
Location 4101 Greenbriar Dr Suite 236, Houston, TX 77098, USA
Phone (713) 955-6007
Directions
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Oak Harvest Financial Group
SEC File# 801-116667
CRD# 173293
5 out of 5
Location 920 Memorial City Way Suite 150, Houston, TX 77024, USA
Phone (281) 317-6363
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Financial Advisor Houston
5 out of 5
Location 8955 Katy Fwy #310, Houston, TX 77024, USA
Phone (713) 661-1040
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Strategic Financial Advisors
5 out of 5
Location 14550 Torrey Chase Blvd #360, Houston, TX 77014, USA
Phone (281) 444-8732
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Buckingham Strategic Wealth
Location 2415 Sunset Blvd, Houston, TX 77005, USA
Phone (713) 490-7000
Directions
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Willis Johnson & Associates
SEC File# 801-66191
CRD# 119759
4 out of 5
Location 5847 San Felipe St #1500, Houston, TX 77057, USA
Phone (713) 439-1200
Directions
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Insight Wealth Strategies
5 out of 5
Location 1800 W Loop S #1100, Houston, TX 77027, USA
Phone (713) 609-9635
Directions
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Callahan Advisors LLC
Location 3555 Timmons Ln # 600, Houston, TX 77027, USA
Phone (713) 572-3366
Directions
Financial Advisors in Houston, TX

Where Certified Financial Advisors in Houston, TX Serve

Houston, TX is a vibrant and bustling city that boasts a plethora of landmarks, top employers, major highways and streets, and diverse neighborhoods. From the towering skyscrapers of downtown to the sprawling suburbs, Houston has something for everyone. Some of the most iconic landmarks in Houston include the Space Center Houston, the Houston Museum of Natural Science, and the iconic Williams Tower. These landmarks are a testament to the city's rich history and culture, and they attract visitors from all over the world. When it comes to top employers, Houston is home to a wide range of companies, including ExxonMobil, Chevron, and Shell. These companies are known for their innovation and dedication to excellence, and they provide thousands of jobs to Houston residents. In terms of major highways and streets, Houston is known for its extensive network of freeways, including the I-45, I-10, and the Sam Houston Tollway. These highways make it easy to get around the city and explore all that it has to offer.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Houston, TX could greatly benefit from the guidance of a financial advisor in a variety of ways. With its bustling economy and diverse population, Houston presents unique financial challenges that require a tailored approach. A financial advisor can help Houstonians navigate the city's housing market, which has seen significant fluctuations in recent years, and assist in developing a comprehensive retirement plan that takes into account the city's cost of living and potential tax implications. Additionally, with Houston being a hub for the energy industry, a financial advisor can provide valuable insight into investment opportunities in this sector. Overall, a financial advisor can help Houston residents make informed decisions about their finances and achieve their long-term financial goals.

Insurance Broker

Residents of Houston, TX can benefit greatly from the services of an insurance broker. With the city being prone to natural disasters such as hurricanes and flooding, an insurance broker can help residents find the best coverage for their homes and properties. Houston is also a hub for various industries such as oil and gas, healthcare, and technology, which means that individuals and businesses alike require specialized insurance policies. An insurance broker can assist in finding the right coverage for these industries and provide expert advice on risk management. Additionally, Houston is a diverse city with a large population, which means that insurance needs vary greatly from person to person. An insurance broker can help residents navigate the complex world of insurance and find policies that are tailored to their unique needs and budget.

Retirement Planning

Residents of Houston, TX can benefit greatly from the expertise of a retirement planner. Houston is a bustling city with a diverse population, which can make planning for retirement a daunting task. A retirement planner can help Houston residents navigate the complex world of retirement planning by providing personalized advice and guidance. For example, Houston is known for its booming energy industry, which may be a significant source of income for many residents. A retirement planner can help individuals in this industry plan for the unique challenges and opportunities that come with this type of work. Additionally, Houston is prone to natural disasters such as hurricanes, which can have a significant impact on retirement savings. A retirement planner can help residents prepare for these types of emergencies and ensure that their retirement plans are resilient in the face of unexpected events.

Wealth Management

Residents of Houston, TX can greatly benefit from the services of a wealth manager in various ways. One specific way is by helping them navigate the volatile oil and gas industry that is a significant part of the city's economy. A wealth manager can provide expert guidance on how to invest in this sector and manage risks associated with it. Additionally, with Houston being a hub for many Fortune 500 companies, a wealth manager can assist residents in making informed investment decisions and building a diversified portfolio. They can also help individuals plan for retirement, manage their taxes, and create a comprehensive estate plan. Overall, a wealth manager can provide valuable financial advice and support to Houston residents, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Houston, TX can benefit greatly from the services of a mortgage loan officer. One of the most common ways that a mortgage loan officer can help Houston residents is by providing them with access to affordable home financing options. With a mortgage loan officer's help, residents can secure a loan that fits their budget and allows them to purchase a home in Houston's competitive housing market. Houston is known for its diverse population and thriving economy, which can make finding the right home loan challenging. A mortgage loan officer can help residents navigate the complex process of securing a loan, ensuring that they get the best possible terms and rates. Whether someone is a first-time homebuyer or a seasoned real estate investor, a mortgage loan officer can provide valuable guidance and support throughout the home buying process.

Tax Services

Residents of Houston, TX can benefit from the expertise of a tax advisor in a number of ways. For example, with Houston being a hub for the oil and gas industry, many residents may have complex tax situations related to these industries. A tax advisor can help navigate these complexities and ensure that residents are taking advantage of all available deductions and credits. Additionally, with Houston being prone to natural disasters such as hurricanes, a tax advisor can assist residents in understanding the tax implications of any disaster-related losses or expenses. Overall, a tax advisor can provide valuable guidance and support to Houston residents as they navigate the often confusing and ever-changing world of taxes.

Estate Planning Lawyer

Residents of Houston, TX can benefit greatly from the services of an estate planning lawyer. These professionals can assist with drafting wills, trusts, and other important documents that ensure an individual's assets are distributed according to their wishes after they pass away. In a city like Houston, where natural disasters such as hurricanes and floods are common, an estate planning lawyer can also help residents prepare for these events by creating emergency plans and ensuring that important documents are easily accessible. Additionally, estate planning lawyers can provide guidance on tax planning and minimizing estate taxes, which can be especially important in a state like Texas where there is no state estate tax but federal estate taxes may still apply. Overall, an estate planning lawyer can provide invaluable assistance to Houston residents in protecting their assets and ensuring their loved ones are taken care of in the event of their passing.

Houston, TX Financial Resources

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