Financial Advisors in Brookshire, Texas (Waller County)

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 hopes and dreams whether its sending your children to the right schools, a comfortable retirement, financial security late in life. Our team has the expertise and integrity to help you achieve these critical goals. Our biggest impact may be the financial peace of mind that comes with the awareness that your interests always come first. We serve Houston and Southeast Texas.... 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

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

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

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

Sarah Buenger, CFP

Christine Nutt, CFP, MBA