Best Financial Advisors in College Station, TX

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List of Firms

College Station, TX Fiduciary Financial Advisors

Alamo Financial Advisors
Location 207 Rock Prairie Rd, College Station, TX 77845, USA
Phone (979) 764-5870
Morgan Stanley Financial Advisors
Location 166 Century Ct Ste 350, College Station, TX 77840, USA
Phone (979) 776-9441
First Command
Location 3104 Texas Ave S, College Station, TX 77845, USA
Phone (832) 519-9479
Edward Jones
SEC File# 801-3297
CRD# 250
Location 2429 Earl Rudder Fwy S Ste 300, College Station, TX 77845, USA
Phone (979) 693-0787
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Paragon Financial Advisors
SEC File# 801-67813
CRD# 143721

4 out of 5

Location 215 Rock Prairie Rd, College Station, TX 77845, USA
Phone (979) 693-3907
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 – 3:00 PM Saturday: Closed Sunday: Closed
Laura Dillon - UBS Financial Services Inc.
Location 175 Century Square Dr Ste 300 Suite 300, College Station, TX 77840, USA
Phone (979) 774-8354
Edward Jones
SEC File# 801-3297
CRD# 250
Location 219 Rock Prairie Rd Ste 300, College Station, TX 77845, USA
Phone (979) 485-0830
Sandra Boecker - Financial Consultant, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3030 University Dr E # 300, College Station, TX 77845, USA
Phone (979) 307-7566
Merrill Lynch Wealth Management
Location 1509 Emerald Pkwy Suite 100, College Station, TX 77845, USA
Phone (979) 695-3000
Matthew Chalmers - Raymond James
Location 526 University Dr E, College Station, TX 77840, USA
Phone (979) 693-7600
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1001 University Dr E Suite 101, College Station, TX 77840, USA
Phone (979) 268-8000
The Atkinson Group - UBS Financial Services Inc.
Location 175 Century Square Dr Ste 300 Suite 300, College Station, TX 77840, USA
Phone (979) 774-8353
Executive Financial Services

4 out of 5

Location 302 Holleman Dr E #200, College Station, TX 77840, USA
Phone (979) 680-0658
Lone Star Trust & Investments

5 out of 5

Location 3030 University Dr E, College Station, TX 77845, USA
Phone (979) 776-0800
Traditions Wealth Advisors
Location 2700 Earl Rudder Fwy #2600, College Station, TX 77845, USA
Phone (979) 694-9100
ING Financial Advisers
Location 111 University Dr E # 215A, College Station, TX 77840, USA
Phone (979) 693-0533
First Command Financial Advisor - Samantha Hilliard
Location 3104 Texas Ave S, College Station, TX 77845, USA
Phone (832) 519-9479
Briaud Financial Advisors
SEC File# 801-31379
CRD# 105638
Location 1611 Crescent Pointe Pkwy, College Station, TX 77845, USA
Phone (979) 260-9771
Cangelose Financial, LLC

5 out of 5

Location 707 Texas Ave E-112, College Station, TX 77840, USA
Phone (979) 703-1836
Edward Jones
SEC File# 801-3297
CRD# 250

5 out of 5

Location 4030 Texas 6 Frontage Rd Suite 240, College Station, TX 77845, USA
Phone (979) 690-0497
VisionPoint Advisory Group
Location 1500 Earl Rudder Fwy S, College Station, TX 77840, USA
Phone (979) 690-9406
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 12:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 12:00 PM Saturday: Closed Sunday: Closed
Cole Branch Financial

5 out of 5

Location 750 William D. Fitch Pkwy STE 520, College Station, TX 77845, USA
Phone (979) 217-1152
Merrill Lynch Wealth Management Advisor Tim W. Johnson
Location 1509 Emerald Pkwy #100, College Station, TX 77845, USA
Phone (979) 695-3015
Merrill Lynch Wealth Management Advisor Lynde Jackson

5 out of 5

Location 1509 Emerald Pkwy #100, College Station, TX 77845, USA
Phone (979) 695-3025
Northwestern Mutual

5 out of 5

Location 111 University Dr E Ste. 103, College Station, TX 77840, USA
Phone (979) 846-3100
The Central Texas Group - Morgan Stanley
Location 166 Century Ct Ste 350, College Station, TX 77840, USA
Phone (979) 776-9441
G Squared Private Wealth
SEC File# 801-99364
CRD# 226606

5 out of 5

Location 1470 Copperfield Pkwy, College Station, TX 77845, USA
Phone (979) 308-2260
Language http://g2pw.com/
Merrill Lynch Wealth Management Advisor Charlee S. Miller
Location 1509 Emerald Pkwy #100, College Station, TX 77845, USA
Phone (979) 695-3026
Principal Financial Group
Location 1701 Southwest Pkwy, College Station, TX 77840, USA
Phone (979) 693-1588
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About College Station, TX

College Station is a city in Texas that is home to Texas A&M University. The city has a population of over 116,000 and is located in Brazos County. Some of the landmarks in College Station include Kyle Field, the George Bush Presidential Library, and the Aggie Bonfire Memorial. The top employers in College Station are Texas A&M University, Scott & White Hospital, and Walmart. The major highways and streets in College Station are Highway 6 and Highway Bryan/College Station. The neighborhoods in College Station are Wolf Pen Creek, Northgate, and Pebble Creek.

Where Certified Financial Advisors in College Station, TX Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

College Station, TX residents have a number of banking services available to them. Each bank provides different services, so it is important for College Station, TX residents to research the banks in their area and find the one that best meets their needs. Some of the most common services offered by banks include checking and savings accounts, loans, credit cards, and investment advice.

Insurance Broker

College Station, TX residents can benefit greatly from the services of an insurance broker. An insurance broker can help you find the best rates and coverage for your needs, and can also help you navigate the complex world of insurance. Insurance brokers are licensed professionals who have years of experience in the insurance industry. They know which companies offer the best rates and coverage, and they can also help you compare policies to find the one that is right for you. If you are looking for affordable car insurance, homeowners insurance, or health insurance, then contact an insurance broker today.

Retirement Planning

College Station, TX residents have a number of financial concerns to think about when planning for retirement. Financial advisors can help residents create a plan that will address all of their needs and help them save for the future. Advisors can also provide guidance on how to make the most of College Station Social Security benefits and ensure that retirees are taking advantage of all available tax breaks.

Wealth Management

College Station, TX is a great place to live, with plenty of opportunity for growth and prosperity. However, managing money can be difficult, especially when you're just starting out. That's where wealth management comes in - it can help residents make the most of their money while still enjoying life. Wealth management firms offer a variety of services, including financial planning, investment advice, and more. They can help College Station residents make the most of their income while saving for the future.

Estate Planning Lawyer

College Station, TX residents who have an estate plan in place can breathe a little easier, knowing that their loved ones will be taken care of after they're gone. An estate plan is a document that spells out your wishes for what should happen to your property and assets after you die. It can also include instructions for handling your medical care if you are no longer able to make decisions for yourself.If you don't have an estate plan, the state will decide how your property is distributed, and it's not likely that your loved ones will get everything they deserve. That's where an estate planning lawyer comes in. He or she can help you create a comprehensive estate plan that meets all of your needs and complies with the laws of Texas.

Mortgage Loan Officer

Mortgage loan officers in College Station, TX can help residents purchase their dream home by providing them with the best mortgage options available. By working with a loan officer, residents can save money on their mortgage and get into the home of their dreams faster.

Tax Services

Residents of College Station, TX can benefit from the services of tax accountants. These professionals can help residents save money on their taxes and file their returns correctly. Tax accountants can also help residents plan for the future and make wise financial decisions.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in College Station, TX