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Jan G. Valecka

CFP®

Owner

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

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

Valecka Wealth Management

16610 Dallas Pkwy, Ste 1250
Dallas, TX 75248
(972) 899-1679

Mark S. Henderson

CFP®

CEO

Specialties: Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment...More

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

Asset Preservation Group, Inc.

2750 William D Tate Ave, Ste 100
Grapevine, TX 76051
(817) 251-1008

Steven J. Bloch

Esq., CFP®

Managing Partner

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Bloch Private Wealth, LLC

3040 Kingsbarns
The Colony, TX 75056
(214) 494-2715

Patrick R. Grayson

CFP®

Senior Vice President-Wealth Management

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Retirement, Sudden...More

Financial Advisor serving Texas and the surrounding communities.

UBS Financial Services

100 Crescent Court, Suite 600
Dallas, TX 75201
(214) 981-0574

Brian D. Esway

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Investment Management...More

Financial Advisor serving Texas and the surrounding communities.

Eagle Strategies

6200 Bridgepoint Pkwy, Ste 300
Austin, TX 78730-5106
(512) 329-4288

Bruce D. Wise

CFP®, TGPC

Retirement Specialist

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

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

Wise Capital Partners

1801 Kingwood Dr, Ste 160
Kingwood, TX 77339
(281) 360-9473

Taylor Nipp

CFP®

Specialties:

Financial Advisor serving Texas and the surrounding communities.

SFMG Wealth Advisors

7800 Dallas Pkwy, Ste 350
Plano, TX 75024
(972) 960-6460

Kalita Blessing

CFP®, CAP®, AEP®

Financial Advisor

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

Financial Advisor serving Texas and the surrounding communities.

Quest Capital Management, Inc.

8117 Preston Rd, Ste 700
Dallas, TX 75225
(214) 691-6090

Angel Melgoza

CFP®

Certified Financial Plannerâ„¢

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

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

MyLife Financial LLC, 317 Comino St
Edinburg, TX 78541-9846
(956) 507-0257
CONNECT WITH Angel
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Jillian Nel

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Insurance, Life Planning,...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Inscription Capital

2925 Richmond Ave, Ste 425
Houston, TX 77098
(832) 802-6767

Paul D. Smith

CFP®

Financial Adviser

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

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

Physicians Resource Services

6500 River Place Blvd, Bldg 7 Ste 250
Austin, TX 78730
(512) 334-6200
CONNECT WITH Paul
  • linkedin link

David S. Totah, Jr.

CFP®

Specialties:

Financial Advisor serving Texas and the surrounding communities.

David Totah

2425 Vista Point Dr
Plano, TX 75093
(214) 356-4124

David B. Ackerman

CFP®, CFA

Specialties: Investment Management, Retirement

Fee Only Financial Advisor serving Texas and the surrounding communities.

Ackerman Capital Management

5956 Sherry Ln, Ste 1600
Dallas, TX 75225
(214) 361-5383

Robert Frater

CFP®

CEO

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

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

Houston Asset Management Inc

1800 West Loop South, Ste 1980
Houston, TX 77027-3212
(713) 629-1534

Edward M. Gardner

CFP® CPA PFS MPA

Branch Manager

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

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

Royal Alliance Associates, Inc.

2519 South Blvd, Ste 100
Houston, TX 77098
(713) 659-7526

Kendrick V. Herring

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

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

232 Melrose St
Corpus Christi, TX 78404-1781
(361) 774-4864
CONNECT WITH Kendrick
  • linkedin link

Joy D. Kirsch

CFP®

Registered Rep

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

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

Merit Financial Advisors

2625 E. Southlake Blvd, Ste 100
Southlake, TX 76092
(817) 267-9480

Thomas H. Whitby, III

CFP®

President

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

Financial Advisor serving Texas and the surrounding communities.

Logic Capital Management, LLC

7500 San Felipe, Suite 150
Houston, TX 77063
(713) 781-1475
CONNECT WITH Thomas
  • facebook link
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David L. Martinez

MBA, CFP®, ChFC

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Investment Management, Retirement, Stocks & Bonds, Long...More

Financial Advisor serving Texas and the surrounding communities.

Ameriprise Financial Services, Inc.

8500 Bluffstone Cv, Suite A105
Austin, TX 78759-7809
(800) 979-8996
(512) 795-0062

Trudy R. Turner

CPA/PFS, CFP®, CPWA®

VP, Senior Wealth Manager

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

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

Goldman Sachs Personal Financial Management

125 E John Carpenter Frwy, Suite 1200
Irving, TX 75070
(972) 441-8064
CONNECT WITH Trudy
  • twitter link
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Michael Shockley

CFP®, J.D., MBA

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

Financial Advisor serving Texas and the surrounding communities.

RGT Wealth Advisors

5950 Sherry Lane, Ste 600
Dallas, TX 75225
(214) 360-7000

Raleigh Bailes, Jr.

CPA, CFP®

Associate Financial Planner

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

Financial Advisor serving Texas and the surrounding communities.

Bailes Bates & Associates

1650 Highway 6, Ste 470
Sugar Land, TX 77478
(281) 565-6400

Royce G. Itschner

CPA, CFP®

CPA, CFP, IA

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Massey, Itschner & Company, P.C.

707 Hill Country Dr, Ste 114
Kerrville, TX 78028-5910
(830) 315-2555

Juan L. Munoz

CFP®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Life Strategy Financial

17515 Spring-Cypress, C #569
Cypress, TX 77429
(832) 602-3400
CONNECT WITH Juan
  • facebook link
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  • linkedin link

Mark I. Bass

CFP®, CPA

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

Financial Advisor serving Texas and the surrounding communities.

Pennington, Bass & Associates

7818 Orlando
Lubbock, TX 79423
(806) 797-8349

Rashonner K. Lillie

CFP®

Financial Advisor, Vice President

Specialties:

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

Ameriprise Financial

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

Andrew T. Gardener

CFP®

President

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

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

Tanglewood Legacy Advisors, LLC

One Riverway, Ste 1550
Houston, TX 77056
(713) 599-4999

Scott B. Swanson

CFP®

VP/Financial Planning

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

Financial Advisor serving Texas and the surrounding communities.

Swanson Vann of Raymond James

9 Greenway Plaza, Ste 3112
Houston, TX 77046
(713) 787-2122

Barbara A. Stewart

PCC, CFP®

Principal

Specialties: Career Change, Life Planning, Retirement, Succession Planning

Fee Only Financial Advisor serving Texas and the surrounding communities.

Accelus Partners, LLC

5651 Ella Lee Ln
Houston, TX 77056

Shawn D. Mechler

CFP®, ChFC

Director of Financial Services

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career...More

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

RKM Financial Services & Aperture Wealth Management

100 E. Hubbard St., Suite 200
Mineral Wells, TX 76067
CONNECT WITH Shawn
  • linkedin link