Wealth Management in Houston, TX

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List of Firms

Houston, TX Wealth Management Firms

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Oaks Wealth Management
Location 2525 N Loop W Fwy #250, Houston, TX 77008, USA
Phone (281) 888-9085
Directions
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RBC Wealth Management Branch - West Houston
3 out of 5
Location 750 Town and Country Blvd Suite 325, Houston, TX 77024, USA
Phone (713) 626-4910
Directions
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Morgan Stanley Private Wealth Advisors
SEC File# 801-69426
CRD# 147521
Location 600 Travis St Suite 3700, Houston, TX 77002, USA
Phone (713) 512-4400
Directions
SEC File# 801-116892
CRD# 112639
Location 14340 Torrey Chase Blvd # 375, Houston, TX 77014, USA
Phone (832) 375-0900
Directions
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Pennington Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 11 Greenway Plaza Ste 3000, Houston, TX 77046, USA
Phone (713) 332-4422
Directions
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Texas Wealth Management LLC
SEC File# 801-42017
CRD# 7461
Location 18333 Egret Bay Blvd # 600, Houston, TX 77058, USA
Phone (281) 333-3800
Directions
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B. Riley Wealth Management
Location 4400 Post Oak Pkwy # 1400, Houston, TX 77027, USA
Phone (713) 403-2111
Directions
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Bergeron Wealth Management Co LLC
Location 24 Greenway Plaza Suite 550, Houston, TX 77046, USA
Phone (713) 523-1631
Directions
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Callender Family Wealth Management - UBS Financial Services Inc.
Location 4400 Post Oak Pkwy 17th Floor, Houston, TX 77027, USA
Phone (713) 940-2986
Directions
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Young Lockwood Sauer Wealth Management - UBS Financial Services Inc.
Location 4400 Post Oak Pkwy 17th Floor, Houston, TX 77027, USA
Phone (713) 940-2872
Directions
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LaMotta Wealth Management Group - UBS Financial Services Inc.
Location 4400 Post Oak Pkwy 17th Floor, Houston, TX 77027, USA
Phone (713) 940-2973
Directions
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David O'Donnell - RBC Wealth Management Financial Advisor
Location 1001 Fannin St Suite 1200, Houston, TX 77002, USA
Phone (713) 853-0804
Directions
SEC File# 801-107506
CRD# 122394
Location 4400 Post Oak Pkwy # 2510, Houston, TX 77027, USA
Phone (713) 871-9800
Directions
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Merrill Lynch Wealth Management Advisor Nestor J Vicknair
Location 800 Capitol St Suite 1900, Houston, TX 77002, USA
Phone (713) 658-1598
Directions
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Houston, TX Private Wealth Management - UBS Financial Services Inc.
Location 4400 Post Oak Pkwy 20th Floor, Houston, TX 77027, USA
Phone (888) 299-1232
Directions
SEC File# 801-111823
CRD# 289886
5 out of 5
Location 1800 Bering Dr #250, Houston, TX 77057, USA
Phone (713) 344-9300
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Elias Wealth Management - UBS Financial Services Inc.
Location 4400 Post Oak Pkwy 20th Floor, Houston, TX 77027, USA
Phone (713) 350-8070
Directions
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RBC Wealth Management Branch - Houston Center
SEC File# 801-13059
CRD# 31194
Location 1001 Fannin St Suite 1200, Houston, TX 77002, USA
Phone (713) 652-3033
Directions
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CIBC Private Wealth Management
Location 11 E Greenway Plaza #2625, Houston, TX 77046, USA
Phone (832) 941-5760
Directions
Wealth Management in Houston, TX

Where Wealth Management Advisors in Houston, TX Serve

Houston, TX is a sprawling metropolis in the heart of Texas, with a rich history and diverse culture. The city is home to several iconic landmarks, including the Space Center Houston, which offers visitors a glimpse into the world of space exploration, and the Houston Zoo, which features over 6,000 animals from around the world. As one of the largest cities in the United States, Houston is also home to many top employers, including ExxonMobil, Chevron, and Shell, as well as major healthcare institutions like the Texas Medical Center. Navigating the city can be a challenge, as Houston is crisscrossed by a network of major highways and streets, including the I-10, I-45, and the Sam Houston Tollway. However, the city's many unique neighborhoods offer a range of experiences for visitors and residents alike, from the trendy bars and restaurants of Montrose to the historic homes of the Heights.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Houston, TX can benefit from a bank in many ways. For example, banks can provide loans to help residents start or expand their businesses. Houston is a hub for the energy industry, and banks can help finance oil and gas projects that are essential to the city's economy. Banks can also help residents save money by offering competitive interest rates on savings accounts and certificates of deposit. In addition, banks can provide financial advice and investment services to help residents plan for their future. Houston is prone to natural disasters such as hurricanes, and banks can assist residents with insurance claims and disaster relief loans. Overall, banks play a vital role in the financial well-being of Houston residents by providing a range of services to meet their diverse needs.

Insurance Broker

Residents of Houston, TX would 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 navigate the complexities of insurance policies and coverage options. Houston is also home to a diverse population with varying insurance needs, including those related to healthcare, auto, and home insurance. An insurance broker can assist residents in finding the best policies to meet their specific needs and budget. Additionally, with Houston being a major hub for the oil and gas industry, an insurance broker can provide specialized coverage options for businesses and individuals in this sector. Overall, an insurance broker can provide invaluable assistance to Houston residents in navigating the complex world of insurance and ensuring they have the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Houston, TX can benefit greatly from the expertise of a retirement planner. With the city's diverse economy, which includes industries such as energy, healthcare, and aerospace, a retirement planner can help individuals navigate the complexities of retirement planning in their specific field. Additionally, Houston's susceptibility to natural disasters, such as hurricanes and flooding, makes it imperative for residents to have a solid financial plan in place. A retirement planner can assist in creating emergency funds and insurance policies to protect against potential financial losses. Furthermore, Houston's large population of retirees and aging baby boomers means that there is a high demand for retirement planning services. A retirement planner can provide guidance on factors such as Social Security benefits, tax planning, and investment strategies to ensure a comfortable retirement for Houston residents.

Financial Advisor

Houston, TX is a bustling city with a diverse population, and many residents could benefit from the expertise of a financial advisor. One specific way that a financial advisor could help Houstonians is by navigating the city's complex real estate market. Houston is known for its fluctuating housing prices and competitive rental market, which can be overwhelming for those looking to buy or rent. A financial advisor could help residents create a budget and savings plan to prepare for the high costs of housing in the city. Additionally, they could provide guidance on the best neighborhoods to invest in, as well as help residents navigate the intricacies of obtaining a mortgage or negotiating a lease. With the help of a financial advisor, Houston residents can feel more confident in their financial decisions and make the most of the opportunities available in this vibrant city.

Mortgage Loan Officer

Residents of Houston, TX can benefit greatly from the expertise of a mortgage loan officer. With a population of over 2 million people, Houston is the fourth largest city in the United States and is known for its thriving energy industry and diverse cultural scene. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, which is especially important in Houston where the housing market can be competitive and fast-paced. They can assist with everything from pre-approval to closing, ensuring that residents get the best possible terms and rates for their unique financial situation. Additionally, with Houston being located in a region that is prone to natural disasters such as hurricanes and flooding, a mortgage loan officer can provide valuable guidance on obtaining insurance and protecting one's investment.

Tax Services

Residents of Houston, TX can benefit from a tax advisor in numerous ways. Firstly, Houston has a thriving business community, and a tax advisor can help business owners navigate complex tax laws and regulations to ensure compliance and minimize tax liability. Additionally, Houston has a diverse population, including many immigrants, who may have unique tax situations that require specialized knowledge and guidance. A tax advisor can assist with filing taxes for foreign income, navigating visa requirements, and understanding tax treaties between the US and other countries. Furthermore, Houston is prone to natural disasters, such as hurricanes, which can have significant tax implications. A tax advisor can help residents understand the tax implications of disaster relief funds, insurance payouts, and property damage deductions. In short, a tax advisor can provide invaluable assistance to Houston residents in navigating the complex and ever-changing world of tax law.

Estate Planning Lawyer

Residents of Houston, TX can benefit from the expertise of an estate planning lawyer in a variety of ways. One of the most common ways is by setting up a comprehensive estate plan that includes a will, trust, and power of attorney. These legal documents can help ensure that a person's assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. In Houston, where natural disasters like hurricanes and flooding are a common occurrence, an estate planning lawyer can also help residents prepare for unexpected emergencies. They can assist with creating a plan for temporary guardianship of minor children, securing important documents, and protecting assets from potential loss or damage. Additionally, a lawyer can provide guidance on tax planning and minimizing estate taxes, which can be especially important in Houston where property values are high and the tax laws can be complex. Overall, working with an estate planning lawyer can give Houston residents peace of mind knowing that they have a plan in place for the future.

Houston, TX Financial Resources

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