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 sta ... See More
Christine Nutt, CFP, MBA
Sarah Buenger, CFP
Craig Narum, CFP
Since our founding in 2001, Trisperity Advisors has offered fee-only financial planning and investment management conveniently in Katy for the greater West Houston area. Because our Certified Financial Planners do not work on commiss ... See More
My objective is simple: I will focus on understanding your unique values, personal situation and financial needs in order to deliver tailored strategies to you. Our office will help you track your goals and communicate regularly to deliver timely infSee More...
.RESIDENT OF WESTON LAKES/FULSHEAR
I am a Baylor MBA graduate as well as a CERTIFIED FINANCIAL PLANNER™ practitioner with over 25 years of experience in helping families and small business meet and exceed their financial goals.
Houston ... See More
Jonathan Chapman, CFP, MBA
WJ Interests, LLC has provided Fee-Only financial advice to individuals, families and businesses since 1996. We do not sell products or receive commissions from any source. Simply put, our goal is to provide advice that is ... 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 HoustoSee More...
(Michael J. Fitzgerald, CPA/PFS, CFP®, MsTax (Houston, Texas)
Financial Planning & Income Replacement Services, Houston, Texas
He offers a complimentary, no obligation Get Acquainted appointment which can be conducted over the telephone ... See More
Robert Rexford, CFP
Rexford Capital is an independent fee-only investment advisor, actively managing individual investment portfolios containing domestic equity, international equity, and fixed income securities for high net worth individuals, retire ... See More
Marc Schindler, BA, CFP
Pivot Point Advisors openly embraces innovation, but at the same time, typifies traditional values of honesty, transparency and mutual trust that come with a personal relationship and deep understanding of its clients' needs. ... See More
My role is to advise my client as to their best course of action. I am not compensated for selling investments or insurance. During an inital consultation you can explain what you are looking for and we will determine the extent of our relationship. See More...
Charles Parker, AEP, BBA, CFP
We are a wealth management firm committed to independent thinking and personalized service oriented toward your success. Wealth management is the integration of financial planning and investment managment into a cohesiv ... See More
Nathan Bowen, CFP
The Financial Advisory Group, Inc. works closely with clients to protect and manage wealth, while helping them achieve their financial goals. We believe your success begins with our people, whose breadth, depth, and experience is ou ... See More
Peter Regan, CFP, CLU, MBA
CEP Financial is a team of dedicated professionals (CFP, CPA, CLU, JD) focused on helping you achieve your most important financial goals. Our firm provides Planning, Investment and Project services to help you achieve your ... See More
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