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Heidi L. Davis

CFP®, CPA

4.82 Miles

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement, Long...More

Financial Advisor serving Houston, Texas and the surrounding communities.

Linscomb & Williams

1333 West Loop South, Ste 1500
Houston, TX 77027
(713) 840-1000

Pamela K. Ahlers

CFP®

2.47 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Houston, Texas and the surrounding communities.

Ahlers & Stoll, PC

15311 Vantage Pkwy W, Ste 160
Houston, TX 77032-1970
(281) 999-1283

William E. Frisco

CFP®

Executive Director- Wealth Management 6.26 Miles

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Insurance,...More

Financial Advisor serving Houston, Texas and the surrounding communities.

Morgan Stanley

5065 Westheimer Rd
Houston, TX 77056-5605
(713) 471-2221

David Hanson

CFP®

4.44 Miles

Specialties: Comprehensive Financial Planning, Annuities, Estate Planning, Employee Benefits, Life...More

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

Sovereign Wealth Advisors

3120 Southwest Fwy, Ste 500
Houston, TX 77098
(713) 527-3400

Lawrence E. Maddox

CFP®, CPA

President 7.31 Miles

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a...More

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Horizon Advisors, LLC

2603 Augusta Dr, Ste 1400
Houston, TX 77057
(713) 748-7000

Lisa M. Lee

CFP®

16.92 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

Turnkey Financial Services LLC

10260 Westhimer, suite 300
Houston, TX 77042
(832) 615-2905

Phillip P. Hamman, IV

CFP®

4.82 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Houston, Texas and the surrounding communities.

Linscomb & Williams

1333 West Loop South, Ste 1500
Houston, TX 77027
(713) 840-1000

Meredith J. Rice

CFP®

Senior Wealth Advisor 7.1 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Mariner Wealth Advisors

1800 Bering Drive, Ste 250
Houston, TX 77057
(713) 344-9308

John B. MacDonald

CPA, CFP®, MBA

Principal 9.53 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

JMac Financial Planning & Investment Services PLLC

950 Echo Ln, Ste 200
Houston, TX 77024
(713) 464-4152
CONNECT WITH John
  • facebook link
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Paige Pickar Guinn

CFP®

Vice President 5.93 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Houston, Texas and the surrounding communities.

Logic Capital

7500 San Felipe St, Ste 150
Houston, TX 77063-1721
(713) 781-1475

Tracy L. Miller

CFP®

7.09 Miles

Specialties:

Financial Advisor serving Houston, Texas and the surrounding communities.

TMiller Financial

3033 Chimney Rock Rd, Ste 320
Houston, TX 77056
(713) 974-7500

Becky W. Ruthven

CFP®

Registered Rep./Investment Advisor 11.74 Miles

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Houston, Texas and the surrounding communities.

2537 S. Gessner, Suite 134
Houston, TX 77063
(713) 621-7563

Mitchell G. Rubin

CFP®

23.31 Miles

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Houston, Texas and the surrounding communities.

ProWealth One

11757 Katy Freeway, Ste 1300-B
Houston, TX 77079
(281) 542-4400

Kurt Box

CFP®, AIF, MS

Partner 10.42 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

The Advocates

920 Memorial City Way, Ste 250
Houston, TX 77024
(713) 827-8014
CONNECT WITH Kurt
  • linkedin link

Ana Maria Salas

CFP®, EA

Wealth Advisor 3.04 Miles

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Insurance,...More

Financial Advisor serving Houston, Texas and the surrounding communities.

Intrua Financial

3737 Buffalo Speedway, Ste. 400
Houston, TX 77098
713-355-9910

Keith D. Huff

CPA,PFS,CFP®,CLU®,

President 20.02 Miles

Specialties: 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management,...More

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

Lakeshore Wealth Advisors, LLC

2525 Bay Area Blvd, Ste 135
Houston, TX 77058
(281) 984-7503

Sharon Snowden

CFP®

Senior Vice President-Wealth Management 5.42 Miles

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Mutual Funds,...More

Financial Advisor serving Houston, Texas and the surrounding communities.

UBS Financial Services Inc.

4400 Post Oak Pkwy, Ste 1700
Houston, TX 77027
(800) 538-6436
(713) 940-2986

John K. Siegel

CFP®

Wealth Manager 7.19 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned...More

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Willis Johnson & Associates

5847 San Felipe, Suite 1500
Houston, TX 77057
(713) 439-1200
CONNECT WITH John
  • linkedin link

Bryan D. Zschiesche

CFP®

Financial Advisor 5.36 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy, Ste 200
Houston, TX 77027
(713) 623-6600
CONNECT WITH Bryan
  • twitter link
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Juanita Causey

CFP®, ChFC, CLU, AIF

Financial Advisor 6.94 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

Houston Financial Center

675 Bering Dr, Ste 575
Houston, TX 77057
(713) 212-7565
CONNECT WITH Juanita
  • facebook link

Mark E. Hollis

CFP®

19.63 Miles

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Charitable & Planned...More

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

Sterling Total Wealth Solutions

2437 Bay Area Blvd, #500
Houston, TX 77058-1519
(281) 461-7000

Joseph P. Griffard

CFP®

Wealth Manager 670.99 Miles

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable &...More

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

Bridgewater Asset Management

1502 Knox St
Houston, TX 77007-3021
(877) 876-1666
(636) 256-2440

Jeffrey Ivy

MBA, CFP®

Owner 12.98 Miles

Specialties:

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Vestis Advisors, LLC

11111 Katy Freeway, Suite 910
Houston, TX 77079
(713) 485-6642

Beth A. Hearn

CFP®

18.75 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Estate...More

Financial Advisor serving Houston, Texas and the surrounding communities.

Lincoln Financial Advisors

1330 Post Oak Blvd, Ste 2800
Houston, TX 77056
(713) 899-0515

Ray J. Fernandez, Jr.

CPA/PFS,CFP®, CLU

Financial Advisor 5.96 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

Asset Management Advisors, Inc.

1 Riverway
Houston, TX 77056
(713) 977-9600

Michael Booker

CFP®

6.85 Miles

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Houston, Texas and the surrounding communities.

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy, Ste 200
Houston, TX 77027
713-623-6600

Scott A. Bishop

MBA, CPA/PFS, CFP®

Partner, Managing Director 15.42 Miles

Specialties: Comprehensive Financial Planning, Business Taxes, Corporate Finance, Estate Planning,...More

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Presidio Wealth Partners

757 N Eldridge Pkwy 8th Floor Suite C
Houston, TX 77079
(713) 832-1301
CONNECT WITH Scott
  • twitter link
  • linkedin link

Rashonner K. Lillie

CFP®, CRPC®

Private Wealth Advisor, Managing Director 6.17 Miles

Specialties:

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

Ameriprise Financial

5151 San Felipe St., Suite 2100
Houston, TX 77056
(713) 260-1371

Alison James

CFP®

Owner, Financial Advisor 20.88 Miles

Specialties: Attending College, Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403...More

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

WorthWise Financial Partners, LLC

21175 State Highway 249
Houston, TX 77070-1655
(832) 838-9473
CONNECT WITH Alison
  • facebook link
  • linkedin link

Kris Etter

CFP® MBA ChFC RICP

Principal 4.55 Miles

Specialties:

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

Beacon Financial Planners

Beacon Financial Planners Inc, 2525 Robinhood
Houston, TX 77005
(281) 953-7442