Financial Advisors in Katy, Texas (Harris County)

MISSION
Through financial education and financial coaching, I aim to:
•Help individuals and families set attainable financial goals.
•Help individuals and families develop a plan to achieve those goals, and put the plan into action.
•Help individuals and families develop responsible financial habits required to build sustainable wealth

SERVICE
•Customized financial education workshops
•Financial plan development and Implementation
•One-on-one financial coaching... See More

Only About investing is an informational and educational blog on investments. Two investment professionals, Trevor and Kloos who are well experienced share their combined knowledge in this resourceful blog. Ever hear of Prop Trading? It is an elaborate subject matter that requires both time and sources to gain an understanding about. If you wish to be on the trading floor or deal with trading firms, this is one lesson you need to be very familiar with and Only About investing provides a brief description on what it is and what it can do. Many people stay away from Stock Trading, mainly because they only know a little about tit or they have misconceptions about it. They choose to invest in traditional investments, rather than giving stocks a chance. To know more, visit http://onlyaboutinvesting.com/ and http://onlyaboutinvesting.com/category/stocks/.... See More

Steven Schwartz, CPA/PFS, JD
Mercer Advisors was founded in 1985 and has become one of the largest registered investment advisory firms in the country, with over 200 employees managing more than $11 Billion on behalf of six thousand plus clients from coast to coast. Our three primary services are investment management, financial planning and estate planning. ... See More

We are dedicated to developing lasting relationships with all of our clients. We believe in helping you find the right product and solution whether it is a fixed annuity, a life insurance policy or an individual or group healthcare plan. Maybe you are rolling over a prior company's 401k Plan, preparing for a child going to college, or making sure your business has the proper retirement and succession plan. Whatever the financial situation, we are here to help you!... See More

MPG is a leading Financial Advisor Recruiter, Financial Headhunter and Financial Recruiter in Houston, Dallas, Fort Worth, Oklahoma City, and Surrounding Areas. Our Financial Advisor Recruiter help you uncover what’s most important to you in Houston, Dallas, Fort Worth and Oklahoma City. Contact Us Today For Your Financial Employment Needs!... See More

With the current economic environment & more than 17 years of industry experience, many investors have found our team’s confidential no obligation risk audit, second opinion, & recovery strategy review extremely useful.

WHY WORK WITH US:
I started at Edward Jones 2003 after graduating from Texas A&M University & in 2008 I became a limited partner with the firm.

Since then, I have hired an outstanding, motivated, detail oriented, customer minded branch team, Megan McCoy & Melanie Goodwin.

Our mission in life, is to help affluent investors continue, maintain, & improve their hard earned standard of living for the rest of their life & pass that legacy on to their family.

WHAT WE DO:
We focus on professional financial strategies for affluent business owners, executives, entrepreneurs, families, & individuals.

We work as a financial quarterback, partnering & working in tandem with other professionals including CPAs, estate planning attorneys, & life insurance specialists. Our team can help determine the most appropriate financial strategy for you, your family, & your business.

We use an established process to gain a detailed understanding of your values & goals.

Together we can put a plan in place including but not limited to…
--Retirement Savings Strategies
--Selling Your Business
--Receiving an Inheritance
--Saving for the Dream Vacation Home
--College Savings Plans for Kids or Grandkids
--Long Term Care for Later in Life
--Life Insurance to Plan for the Unexpected
--Charitable Giving
--Leaving a Legacy

WORK WITH US TO:
--Develop, implement, & monitor a comprehensive wealth strategy.
--Make smarter decisions in today's uncertain political, economic, & social environment.
--Obtain a confidential no obligation second opinion, risk audit, & recovery strategy from a seasoned financial advisor.

CALL TO ACTION:
Let’s connect & schedule a confidential no obligation deep dive into your finances today.



http://www.edwardjones.com/brice-milliorn

COMMUNITY INVOLVEMENT:
I am a widely recognized leader in the local Brenham community, having served 6 years on the Washington County Chamber of Commerce Board of Directors, including a year as chairman of the board. I have also served for 14 years in the Blue Blazers Club, including 4 of those years as president. I am currently a member & past President of the Washington County Rotary Club, volunteer at Camp for All, & currently sit on their Camp Friends Board.... See More

Sarah Buenger, CFP

Christine Nutt, CFP, MBA