Best Financial Consultants In Texas

Known for personalized insurance solutions, this State Farm office specializes in auto, home, life, and business coverage. The agents provide clear guidance and responsive support, helping clients find plans that fit their needs and budgets. Customers appreciate the straightforward claims process and attentive service, though some note occasional wait times when contacting the office.

FranFund specializes in guiding clients through complex business funding processes, including SBA loans, C-Corp formation, and 401k rollovers. Their team stays accessible and organized, helping customers feel informed and supported from pre-approval to closing. Some find the detailed steps time-consuming but appreciate the clear communication throughout.

With over 50 years of experience, Western Finance specializes in personal loans designed to help build credit. The team also assists with tax filing and financial services, earning praise for their friendly, respectful approach and timely communication. Some customers note the personal attention as a key reason they keep returning.

Retirement Planners of America focuses on helping clients protect their investments as they approach retirement, especially in uncertain markets. The team offers retirement planning and asset protection strategies designed to preserve principal rather than chase growth. Clients appreciate the clear explanations, personal service, and consistent communication, though some note the process can… more...

Retirement Planners of America focuses on helping clients protect their investments as they approach retirement, especially in uncertain markets. The team offers retirement planning and asset protection strategies designed to preserve principal rather than chase growth. Clients appreciate the clear explanations, personal service, and consistent communication, though some note the process can require patience.

Specializing in credit report disputes and credit score improvement, Reliable Financial SVCS helps clients remove negative items like repossessions and collections. They also offer personal and business tax preparation, bookkeeping, and payroll services, handling sensitive information securely. Customers appreciate their knowledgeable, professional, and respectful team.

Sullivan Financial Partners is rated one of the top ten firms. It has shown exclusive personal service and insightful financial advice over several years. Craig and the Sullivan team's extensive knowledge help clients to navigate complex retirement and inheritance plans, giving practical, tailored guidance. They’re praised for their dedication to clients, the community, and their quick response… more...

Sullivan Financial Partners is rated one of the top ten firms. It has shown exclusive personal service and insightful financial advice over several years. Craig and the Sullivan team's extensive knowledge help clients to navigate complex retirement and inheritance plans, giving practical, tailored guidance. They’re praised for their dedication to clients, the community, and their quick response times. The firm organizes live events which allow participants to connect and learn at their own pace. This dedication to building relationships makes Sullivan Financial Partners the most trustworthy choice for financial advice.

Oak Harvest Financial Group focuses on combining investment management with comprehensive financial, tax, and retirement planning to help clients prepare for and navigate retirement. Their team works closely with clients to create customized plans, often earning praise for their personal approach and clear communication. Some clients note their preference for working with investors who have… more...

Oak Harvest Financial Group focuses on combining investment management with comprehensive financial, tax, and retirement planning to help clients prepare for and navigate retirement. Their team works closely with clients to create customized plans, often earning praise for their personal approach and clear communication. Some clients note their preference for working with investors who have larger portfolios.

ReDefined Wealth Advisors - Independent Fiduciary Financial Advisor earns a spot among the top 10 owing to Chris Arnold's quality in personal connection, reliability in communication, which makes complicated mortgage processes comprehensible, and the profound confidence he instills in clients. Reviews highlight Arnold's impressive dedication, availability, and trust-building actions, denoting his… more...

ReDefined Wealth Advisors - Independent Fiduciary Financial Advisor earns a spot among the top 10 owing to Chris Arnold's quality in personal connection, reliability in communication, which makes complicated mortgage processes comprehensible, and the profound confidence he instills in clients. Reviews highlight Arnold's impressive dedication, availability, and trust-building actions, denoting his readjustment and unobtrusiveness that enhance his professional identity. Specific experiences claim that he responded until the small hours of the morning and weekends, which made others relaxed. Several consumers, like others in California seeking a home in Fort Worth, appreciated the client's professionalism. Arnold's customer service, coupled with constant information provision and custom work, makes ReDefined Wealth Advisors a trustworthy player.

REAP Financial specializes in a conservative, coordinated approach to retirement income planning and fee-based portfolio management. Their services include tax mitigation, estate planning, asset protection, and life insurance strategies. Clients appreciate the team’s knowledgeable, responsive advisers who guide them through complex financial decisions, though some note occasional challenges with… more...

REAP Financial specializes in a conservative, coordinated approach to retirement income planning and fee-based portfolio management. Their services include tax mitigation, estate planning, asset protection, and life insurance strategies. Clients appreciate the team’s knowledgeable, responsive advisers who guide them through complex financial decisions, though some note occasional challenges with front desk interactions.

Known for combining personal values with advanced technology, this financial planning team offers guidance in retirement, tax, and business planning. Clients appreciate their clear explanations, patience, and timely responses, often noting how approachable and thorough the process feels. Some find the depth of information a lot to absorb at once, but the support remains consistent throughout.

The Art of Finance focuses on creating personalized financial plans that reflect each client’s unique situation, avoiding one-size-fits-all approaches. Their team offers coaching, assessment, and ongoing support, helping clients gain confidence and clarity around budgeting, investing, and long-term goals. Some find the process requires patience, but many appreciate the approachable, educational… more...

The Art of Finance focuses on creating personalized financial plans that reflect each client’s unique situation, avoiding one-size-fits-all approaches. Their team offers coaching, assessment, and ongoing support, helping clients gain confidence and clarity around budgeting, investing, and long-term goals. Some find the process requires patience, but many appreciate the approachable, educational style.

Using a Strategic Client Consulting Process, this firm focuses on creating personalized financial plans to help clients reach their goals. They apply Modern Portfolio Theory, a long-established investment strategy, to guide their recommendations. Customers appreciate the knowledgeable team and the clear, helpful advice they provide, though some note the process can feel detailed.

Charles Schwab’s Houston-Memorial City Branch offers personalized financial assistance with access to a range of specialists to support your goals. Customers appreciate the convenience and helpful handling of complex regulatory matters, though some note occasional communication gaps and issues with paperwork management. The team welcomes all questions from the community.

Cetera Investors focuses on providing personalized financial advice to individuals, families, and business owners, helping them plan for long-term financial well-being. The team offers guidance on investments and legacy planning, with clients appreciating their knowledgeable and patient approach. Some note occasional delays in communication during policy processing.

Haber Wealth Management focuses on providing personalized financial advice that helps clients make informed decisions tailored to their unique goals. The team offers clear explanations of complex financial planning tools and emphasizes client education. While many appreciate their professionalism and thoroughness, some past communications have been described as firm in sensitive situations.

Focused on serving professionals in education and corporate fields, this fee-only financial planning firm offers flexible hourly, monthly, or project-based services. The team provides guidance in retirement, investment, and overall financial planning, helping clients gain clarity and confidence. Customers appreciate their responsiveness and clear explanations, though some note the virtual format… more...

Focused on serving professionals in education and corporate fields, this fee-only financial planning firm offers flexible hourly, monthly, or project-based services. The team provides guidance in retirement, investment, and overall financial planning, helping clients gain clarity and confidence. Customers appreciate their responsiveness and clear explanations, though some note the virtual format may require adjustment.

Edward Jones offers personalized financial planning focused on helping professionals and their families achieve long-term goals like retirement, legacy preservation, and charitable giving. The team emphasizes clear communication and a straightforward approach to investments, with clients appreciating their patience and thorough guidance throughout the process.

With over two decades of experience and multiple FINRA registrations, Long Life Financial specializes in personalized financial planning for individuals and businesses. The team offers services including investment advice and life insurance, earning trust for their thorough, patient approach and clear communication throughout the process. Some clients note a detailed review process that takes… more...

With over two decades of experience and multiple FINRA registrations, Long Life Financial specializes in personalized financial planning for individuals and businesses. The team offers services including investment advice and life insurance, earning trust for their thorough, patient approach and clear communication throughout the process. Some clients note a detailed review process that takes time but appreciate the careful attention given.

Known for a thoughtful, personalized approach, this Edward Jones office offers comprehensive financial planning and retirement account management. The team listens carefully to individual goals and stays in close contact to adjust strategies as needed. Clients appreciate the clear communication and attention to detail throughout their financial journeys.

Trilogy Financial Planning focuses on creating personalized financial plans designed to help clients reach their long-term retirement goals. The team offers guidance on investment strategies and retirement planning, with clients appreciating their clear communication and prompt responses. Some note the close, trust-based relationships built over many years.

Specializing in independent financial planning and wealth management, Redwood Financial offers a variety of investment options tailored to individual goals. The team is known for attentive, client-focused service and responsiveness, though some clients have noted challenges with account fees and withdrawal processes.

Northwestern Mutual offers personalized financial planning with a focus on creating customized strategies in a relaxed, non-judgmental setting. Their advisors provide services including investment guidance, retirement planning, and insurance options, often helping clients understand complex financial topics. Some clients appreciate the thorough approach, though a few have noted occasional… more...

Northwestern Mutual offers personalized financial planning with a focus on creating customized strategies in a relaxed, non-judgmental setting. Their advisors provide services including investment guidance, retirement planning, and insurance options, often helping clients understand complex financial topics. Some clients appreciate the thorough approach, though a few have noted occasional communication issues.

This Edward Jones branch focuses on building personal relationships to align financial strategies with each client’s unique goals. The team works closely with clients and their CPAs or attorneys to provide thoughtful investment guidance and retirement planning. Customers appreciate the straightforward, attentive approach and the reliable support offered throughout their financial journey.

Known for providing personalized attention and clear explanations, this Edward Jones office helps clients develop strategies to meet their financial goals. The team offers investment management and financial planning with patience and professionalism. Some clients note the fit may vary depending on individual business needs.

Focused on guiding clients through every financial decision, Austin Wealth Management offers wealth accumulation, business succession, and tax preparation services. The team is known for being responsive and thorough, helping clients understand both simple and complex aspects of their finances. Some may find the process detailed, but the clear communication is appreciated.

Edward Jones is a passion-driven financial advisor who loves to serve the El Paso/Las Cruces community. Kiwanis International, Lions Club International are two of the many organizations that I am proud to be a part. My highest priority is a relationship built on trust and communication. My team includes investment and administrative product specialists who work together to provide exceptional… more...

Edward Jones is a passion-driven financial advisor who loves to serve the El Paso/Las Cruces community. Kiwanis International, Lions Club International are two of the many organizations that I am proud to be a part. My highest priority is a relationship built on trust and communication. My team includes investment and administrative product specialists who work together to provide exceptional customer service and long-term relationships. Denise Aranda is a key member of my team and is also my branch administrator. A bachelor's degree and a master of business administration are my degrees. My master's degree was completed in Frankfurt, Germany. I also had the opportunity to study abroad at the European Central Bank, and other financial institutions, while in Frankfurt. I believe knowledge is power and am a strong supporter of continuing education. It is with great joy that I have been awarded the Chartered Retirement Plan Counselor (CRPC) title. The CRPC (tm) can only be awarded to those who have completed the program and passed the final exam. The advanced training program is designed to address the individual's pre-and post-retirement requirements. My husband is a loving father and I love him. My beautiful wife Nicole has been my wife for 16 years. We have three wonderful children (Mila Maxton, Lola, and Maxton). Edward Jones is where I serve as a volunteer level leader. This allows me to help new advisors succeed in their jobs. My drive is to see others succeed. Please contact me via phone or email for a financial analysis/consultation at no cost. We are looking forward to working together in a financial partnership.

Lizzie Metzger, a registered representative for NYLIFE Securities LLC*. Additionally, she is a member The Nautilus Group (r), which is a New York Life Insurance Company service. New York Life has awarded her numerous times. She is also a CERTIFIED FINANCIAL PLANNER(tm), holds a Masters degree in Financial Services and an AEP (r) as well as a member the Financial Planning Association. Below are… more...

Lizzie Metzger, a registered representative for NYLIFE Securities LLC*. Additionally, she is a member The Nautilus Group (r), which is a New York Life Insurance Company service. New York Life has awarded her numerous times. She is also a CERTIFIED FINANCIAL PLANNER(tm), holds a Masters degree in Financial Services and an AEP (r) as well as a member the Financial Planning Association. Below are some of our specialties. Technology has made life easier in modern times. The financial sector has seen technological advances as a huge asset. We can now accurately determine risk factors and financial risks. Although software can help us assess various risks financial, it should not be the only tool we use. Technology is the problem. If we rely solely on it, we lose the human touch. We don't have to take into account the unique circumstances of our clients or offer professional advice. Crown Wealth Strategies is committed to the development of a close working relationship with our clients. The perfect combination of technological resources and client relationships is the key to success. Advisors should be able to access both commission- and fee-based products, according to our view. Sometimes, clients are best served by a fee-based product, such as investments. Lizzie is an agent of NYLIFE Securities LLC and a registered representative for NYLIFE Securities LLC. However, there may be times when they would prefer to be able to access commission-based products, like annuities or life insurance. Clients don't need to buy these products through a broker. Lizzie has found that they are more comfortable having a trusted advisor review the products and help them understand the details and provide advice. Lizzie is committed to providing our clients the best possible options for their assets regardless of the commission or payment she earns.

Everyone has their own opinion about how to invest and manage money. You may find it difficult to decide what advice is best for you. Each person has a different definition of financial independence. Therefore, no single financial strategy is right for everyone. Clipper Wealth Management is dedicated to creating a customized financial plan that will help you reach your goals. Our goal is to help… more...

Everyone has their own opinion about how to invest and manage money. You may find it difficult to decide what advice is best for you. Each person has a different definition of financial independence. Therefore, no single financial strategy is right for everyone. Clipper Wealth Management is dedicated to creating a customized financial plan that will help you reach your goals. Our goal is to help simplify complicated financial terms, investment options and offer sound advice. We also want you to navigate the financial complexities and strategies. Our goal in all that we do is to humblely serve you through long-lasting relationships built on trust, performance and friendship.

Edward Jones Financial Advisor believes it is important to take the time to get to know you and your goals before investing. Understanding your tolerance for risk when you invest is important so that we can find the right steps to achieve your long-term goals. We can help you create specific strategies that will allow you to reach your financial goals, whether you are saving for retirement or for… more...

Edward Jones Financial Advisor believes it is important to take the time to get to know you and your goals before investing. Understanding your tolerance for risk when you invest is important so that we can find the right steps to achieve your long-term goals. We can help you create specific strategies that will allow you to reach your financial goals, whether you are saving for retirement or for college. To help you keep on track and determine whether any changes are necessary, we can monitor how your progress is going. We are committed to offering you the best possible client service. We're not the only ones. Our office is supported by thousands of professionals and the latest technology so that you can receive comprehensive and up-to-date guidance. We are happy to collaborate with you, your accountant, and any other professionals who have the expertise to create a complete strategy. We can work together to create a customized strategy that will help you reach your financial goals.

Carson Wealth was founded in 1983. It has since grown to be a Barron's Hall of Fame company. They serve clients with holistic financial planning and disciplined investments strategies. In 1983, from a dorm in a Nebraska college room, it all began. Ron Carson started his career as a financial services entrepreneur from that point. His passion for helping others in Nebraska avoid hardships was a… more...

Carson Wealth was founded in 1983. It has since grown to be a Barron's Hall of Fame company. They serve clients with holistic financial planning and disciplined investments strategies. In 1983, from a dorm in a Nebraska college room, it all began. Ron Carson started his career as a financial services entrepreneur from that point. His passion for helping others in Nebraska avoid hardships was a result of his upbringing as a farm boy. We have grown from a single man's dream to a national financial planning and wealth management company. Families from all walks help us to discover true wealth and map a way forward together.