Best Financial Advisors in College Station, TX

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College Station, TX Fiduciary Financial Advisors

SEC File# 801-78506
CRD# 168733
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
Directions
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
Directions
Lone Star Trust & Investments
5 out of 5
Location 3030 University Dr E, College Station, TX 77845, USA
Phone (979) 776-0800
Directions
Traditions Wealth Advisors
Location 2700 Earl Rudder Fwy #2600, College Station, TX 77845, USA
Phone (979) 694-9100
Directions
Merrill Lynch Wealth Management Advisor Tim W. Johnson
Location 1509 Emerald Pkwy #100, College Station, TX 77845, USA
Phone (979) 695-3015
Directions
Northwestern Mutual
SEC File# 801-8095
CRD# 2881
5 out of 5
Location 111 University Dr E Ste. 103, College Station, TX 77840, USA
Phone (979) 846-3100
Directions
G Squared Private Wealth
5 out of 5
Location 1470 Copperfield Pkwy, College Station, TX 77845, USA
Phone (979) 308-2260
Language http://g2pw.com/
Directions
Merrill Lynch Wealth Management Advisor Charlee S. Miller
Location 1509 Emerald Pkwy #100, College Station, TX 77845, USA
Phone (979) 695-3026
Directions
Alamo Financial Advisors
Location 207 Rock Prairie Rd, College Station, TX 77845, USA
Phone (979) 764-5870
Directions
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
Directions
Laura Dillon - UBS Financial Services Inc.
Location 175 Century Square Dr Ste 300 Suite 300, College Station, TX 77840, USA
Phone (979) 774-8354
Directions
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
Matthew Chalmers - Raymond James
Location 526 University Dr E, College Station, TX 77840, USA
Phone (979) 693-7600
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1001 University Dr E Suite 101, College Station, TX 77840, USA
Phone (979) 268-8000
Directions
Executive Financial Services
4 out of 5
Location 302 Holleman Dr E #200, College Station, TX 77840, USA
Phone (979) 680-0658
Directions
ING Financial Advisers
Location 111 University Dr E # 215A, College Station, TX 77840, USA
Phone (979) 693-0533
Directions
First Command Financial Advisor - Samantha Hilliard
Location 3104 Texas Ave S, College Station, TX 77845, USA
Phone (832) 519-9479
Directions
Briaud Financial Advisors
SEC File# 801-31379
CRD# 105638
Location 1611 Crescent Pointe Pkwy, College Station, TX 77845, USA
Phone (979) 260-9771
Directions
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
Directions
Cole Branch Financial
5 out of 5
Location 750 William D. Fitch Pkwy STE 520, College Station, TX 77845, USA
Phone (979) 217-1152
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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
Directions
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
Directions
The Central Texas Group - Morgan Stanley
Location 166 Century Ct Ste 350, College Station, TX 77840, USA
Phone (979) 776-9441
Directions
Morgan Stanley Financial Advisors
Location 166 Century Ct Ste 350, College Station, TX 77840, USA
Phone (979) 776-9441
Directions
First Command
Location 3104 Texas Ave S, College Station, TX 77845, USA
Phone (832) 519-9479
Directions
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
Directions
Merrill Lynch Wealth Management
Location 1509 Emerald Pkwy Suite 100, College Station, TX 77845, USA
Phone (979) 695-3000
Directions
Cangelose Financial, LLC
5 out of 5
Location 707 Texas Ave E-112, College Station, TX 77840, USA
Phone (979) 703-1836
Directions
Principal Financial Group
Location 1701 Southwest Pkwy, College Station, TX 77840, USA
Phone (979) 693-1588
Directions
Financial Advisors in College Station, TX

Where Certified Financial Advisors in College Station, TX Serve

College Station, TX is a vibrant city in Brazos County, with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Kyle Field to the peaceful Lick Creek Park, the city offers a diverse range of attractions for residents and visitors alike. Some of the top employers in the area include Texas A&M University, the Bryan Independent School District, and St. Joseph Health System. These organizations provide job opportunities for thousands of people in the community, making College Station a hub for education, healthcare, and public service. Major highways and streets in the city include State Highway 6, University Drive, and Texas Avenue. These thoroughfares connect College Station to other cities in the region, such as Houston, Austin, and Dallas. The city is home to several distinct neighborhoods, including the historic Southside district, the bustling Northgate entertainment district, and the family-friendly Castlegate community.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of College Station, TX can benefit from the guidance of a financial advisor in many ways. One of the most common ways is by creating a personalized financial plan that takes into account the unique aspects of living in College Station. For example, with Texas A&M University located in the heart of the city, many residents may have specific retirement plans or investment opportunities available to them as university employees. Additionally, with the city's growing population and thriving economy, a financial advisor can help residents navigate the local real estate market and make informed decisions about buying or selling property. Overall, a financial advisor can provide valuable insights and strategies to help College Station residents achieve their financial goals and secure their financial future.

Insurance Broker

Residents of College Station, TX can benefit greatly from the services of an insurance broker. With the city's growing population and bustling economy, there are a variety of insurance needs that residents may have. For example, many residents may be looking for affordable health insurance options, given the high cost of medical care in the area. Additionally, with the prevalence of severe weather in College Station, such as tornadoes and hailstorms, homeowners insurance is a must for many residents. An insurance broker can help residents navigate the complex insurance market, find the best policies for their needs, and ensure that they are adequately covered in the event of an emergency. Overall, working with an insurance broker can provide peace of mind and financial security for College Station residents.

Retirement Planning

Residents of College Station, TX could benefit greatly from the services of a retirement planner. With a large population of retirees and aging Baby Boomers, a retirement planner can help individuals navigate the complexities of retirement planning, including managing assets, creating a sustainable income stream, and planning for long-term care. Specifically, a retirement planner can help College Station residents take advantage of the many resources available in the area, such as the Texas A&M University System Retirement Program, which offers retirement benefits to employees of the university system. Additionally, a retirement planner can help residents understand the unique tax and estate planning considerations in Texas, which has no state income tax but does have a complex probate process. By working with a retirement planner, College Station residents can feel confident and prepared for their golden years.

Wealth Management

Residents of College Station, TX can benefit from a wealth manager in a variety of ways. One of the most common ways is through retirement planning. College Station is home to Texas A&M University, which means many residents are employed by the university and have access to retirement plans such as the Teacher Retirement System of Texas. A wealth manager can help residents navigate these plans and ensure they are on track to meet their retirement goals. Additionally, College Station has a growing economy with many small businesses and entrepreneurs. A wealth manager can provide guidance on investment opportunities and help these individuals make informed decisions to grow their wealth. Overall, a wealth manager can provide valuable financial advice to help College Station residents achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of College Station, TX can benefit greatly from the help of a mortgage loan officer. With the city being home to Texas A&M University, many residents are either students or faculty members who may be looking to purchase a home in the area. A mortgage loan officer can assist these individuals in navigating the complex process of obtaining a mortgage, ensuring they get the best possible interest rates and terms. Additionally, College Station has a growing tech industry, and a mortgage loan officer can help local entrepreneurs secure financing for their businesses. Overall, a mortgage loan officer can be a valuable resource for residents of College Station looking to buy a home or start a business in the area.

Tax Services

Residents of College Station, TX can greatly benefit from the services of a tax advisor in a number of ways. For one, a tax advisor can help residents navigate the complex tax laws and regulations that apply to the state of Texas. This is especially important in College Station, which is home to many college students and young professionals who may not have a lot of experience with tax filings. Additionally, a tax advisor can help residents identify potential deductions and credits that they may be eligible for, which can save them money and reduce their tax burden. With the help of a tax advisor, residents of College Station can ensure that they are in compliance with all tax laws and regulations, while also maximizing their savings and minimizing their tax liability.

Estate Planning Lawyer

Residents of College Station, TX can benefit greatly from the services of an estate planning lawyer. These legal professionals can help individuals create a comprehensive plan for the distribution of their assets after they pass away. This can include drafting wills, trusts, and other documents that ensure their wishes are carried out. In a community like College Station, where Texas A&M University is located, many families have unique estate planning needs. For example, parents may want to establish trusts for their children's education expenses or create a plan for the transfer of a family business. An estate planning lawyer can guide families through the process of creating a plan that addresses their specific needs and helps them achieve their goals.

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FAQs About Personal Financial Advisors in College Station, TX