Best Financial Advisors in Brazos County, TX

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List of Firms

Brazos County, TX Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 1716 Briarcrest Dr # 102, Bryan, TX 77802, USA
Phone (979) 846-0446
Directions
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Fundamental Wealth Advisors
5 out of 5
Location 1716 Briarcrest Dr #810, Bryan, TX 77802, USA
Phone (979) 485-5454
Directions
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T.J. Robie - Thrivent
Location 4103 S Texas Ave Ste 208, Bryan, TX 77802, USA
Phone (979) 492-6131
Directions
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SMITH & Wyatt
Location 1716 Briarcrest Dr Suite 300, Bryan, TX 77802, USA
Phone (979) 431-5440
Directions
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David Bronstad - Thrivent
Location 4103 S Texas Ave Ste 208, Bryan, TX 77802, USA
Phone (979) 777-0985
Directions
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Matthew Chalmers - Raymond James
Location 526 University Dr E, College Station, TX 77840, USA
Phone (979) 693-7600
Directions
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Voya Financial Advisors
SEC File# 801-46585
CRD# 2882
Location 2423 Earl Rudder Fwy S #100, College Station, TX 77845, USA
Phone (979) 383-2505
Directions
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First Command
SEC File# 801-56942
CRD# 281958
Location 3104 Texas Ave S, College Station, TX 77845, USA
Phone (832) 519-9479
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Henderson/Dillon Group - UBS Financial Services Inc.
Location 175 Century Square Dr Ste 300 Suite 300, College Station, TX 77840, USA
Phone (979) 774-8348
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3740 Copperfield Dr Ste 104, Bryan, TX 77802, USA
Phone (979) 774-9464
Directions
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Valic
SEC File# 801-54952
CRD# 42803
Location 3000 Briarcrest Dr #314, Bryan, TX 77802, USA
Phone (979) 776-2656
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 2751 Nash St Suite 140, Bryan, TX 77802, USA
Phone (979) 774-0539
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 4343 Carter Creek Pkwy Suite 109, Bryan, TX 77802, USA
Phone (979) 846-7824
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 219 Rock Prairie Rd Ste 300, College Station, TX 77845, USA
Phone (979) 485-0830
Directions
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Ernie Wright Financial
Location 111 University Dr # 110, College Station, TX 77840, USA
Phone (979) 846-4039
Directions
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Decker Financial Group
5 out of 5
Location 526 University Dr E #102, College Station, TX 77840, USA
Phone (979) 693-7600
Directions
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Sandra Boecker - Financial Consultant, Ameriprise Financial Services, LLC
Location 3030 University Dr E # 300, College Station, TX 77845, USA
Phone (979) 307-7566
Directions
Financial Advisors in Brazos County, TX

Where Certified Financial Advisors in Brazos County, TX Serve

Brazos County, located in Texas, is a vibrant and dynamic region that boasts an array of landmarks, top employers, major highways and streets, and neighborhoods. With its rich history and diverse culture, Brazos County is a must-visit destination for anyone looking to experience the best that Texas has to offer. From the iconic Kyle Field stadium, home to the Texas A&M Aggies football team, to the picturesque Brazos Valley Farmers Market, there is no shortage of landmarks to explore in Brazos County. The region is also home to top employers such as Texas A&M University, St. Joseph Health System, and the Bryan Independent School District, providing ample job opportunities for residents and visitors alike. Navigating Brazos County is easy thanks to its major highways and streets, including US Route 190, State Highway 6, and FM 2818.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Brazos County, TX could greatly benefit from the guidance of a financial advisor. One of the most common ways a financial advisor could help is by assisting with retirement planning. With Texas A&M University located in Brazos County, many residents are employed by the university and have access to a variety of retirement plans. However, navigating the different options and understanding how to maximize benefits can be overwhelming. A financial advisor can help residents make informed decisions about their retirement savings and ensure they are on track to meet their long-term financial goals. Additionally, with the recent growth in the housing market in Brazos County, a financial advisor can also provide guidance on purchasing a home and managing mortgage payments. By working with a financial advisor, residents of Brazos County can feel more confident and secure in their financial future.

Insurance Broker

Residents of Brazos County, TX can benefit greatly from the services of an insurance broker. With the county being home to a large student population due to the presence of Texas A&M University, many young adults may be unfamiliar with the intricacies of insurance policies. An insurance broker can help these students navigate the often complex world of insurance, ensuring they have the proper coverage for their unique needs. Additionally, with Brazos County being located in a region prone to natural disasters such as hurricanes and tornadoes, an insurance broker can assist residents in obtaining adequate coverage to protect their homes and possessions in the event of a disaster. Overall, an insurance broker can provide invaluable assistance to residents of Brazos County, TX in securing the right insurance coverage for their specific needs.

Retirement Planning

Residents of Brazos County, TX can benefit greatly from the services of a retirement planner. A retirement planner can help residents of Brazos County, TX create a comprehensive plan for their retirement, which can include strategies for saving and investing, managing debt, and planning for healthcare expenses. One specific benefit of working with a retirement planner in Brazos County, TX is that they can help residents navigate the unique challenges of retirement in a rural area. For example, a retirement planner may be able to help residents find affordable healthcare options in a county with limited healthcare resources. Additionally, a retirement planner can help residents of Brazos County, TX create a plan that takes into account the cost of living in the area and ensures that they have enough savings to cover their expenses in retirement.

Wealth Management

Residents of Brazos County, TX could benefit from the services of a wealth manager in a variety of ways. For example, a wealth manager could help them create a personalized financial plan that takes into account their unique goals and circumstances. They could also provide guidance on investing, retirement planning, and tax strategies. One specific way that a wealth manager could assist residents of Brazos County is by helping them navigate the local real estate market. With Texas A&M University located in the county, there are many opportunities for investment in rental properties or student housing. A wealth manager could provide valuable insights into the market and help residents make informed decisions about their investments.

Mortgage Loan Officer

Residents of Brazos County, TX can benefit greatly from the services of a mortgage loan officer. These professionals can assist residents in finding and securing mortgage loans for their homes. One specific way that residents of Brazos County can benefit is through the officer's knowledge of the local housing market. With the officer's expertise, residents can find homes that fit their budget and needs, and secure financing that is tailored to their unique situation. Additionally, mortgage loan officers can provide guidance on the various types of mortgage loans available, and help residents navigate the often complex process of obtaining a mortgage. Overall, a mortgage loan officer can be an invaluable resource for residents of Brazos County, TX looking to purchase a home.

Tax Services

Residents of Brazos County, TX can benefit greatly from the expertise of a tax advisor. With the unique tax laws and regulations in Texas, a tax advisor can help residents navigate the complex tax system and ensure they are maximizing their deductions and credits. For example, Brazos County is home to a large number of college students attending Texas A&M University. A tax advisor can help these students understand the tax implications of scholarships and grants, as well as provide guidance on deducting student loan interest. Additionally, with the recent changes to the tax code, a tax advisor can help residents of Brazos County understand how the new laws affect their individual tax situation and make any necessary adjustments to their financial planning.

Estate Planning Lawyer

Residents of Brazos County, TX could benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can assist residents of Brazos County is by helping them create a comprehensive plan for the distribution of their assets after they pass away. This is particularly important in Brazos County, which has a rapidly growing population and a high rate of property ownership. An estate planning lawyer can help residents of Brazos County ensure that their assets are distributed according to their wishes and that their loved ones are protected from unnecessary legal complications and expenses. Additionally, an estate planning lawyer can help residents of Brazos County plan for the possibility of incapacity or disability, ensuring that their healthcare and financial decisions are made by someone they trust.

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FAQs About Personal Financial Advisors in Brazos County, TX