Best Financial Advisors in Galveston, TX

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Galveston, TX Fiduciary Financial Advisors

Edward Jones - Financial Advisor: David P Rogers
SEC File# 801-3297
CRD# 250

5 out of 5

Location 6710 Stewart Rd Ste 201, Galveston, TX 77551, USA
Phone (409) 744-1769
Hardcastle Group
SEC File# 801-99364
CRD# 226606
Location 2415 Market St, Galveston, TX 77550, USA
Phone (409) 261-3101
Merrill Lynch Wealth Management Advisor Patrick McDonald
Location 306 22nd St, Galveston, TX 77550, USA
Phone (409) 766-2708
Tremont Street Financial Group
Location 1011 23rd Street Rear, Galveston, TX 77550, USA
Phone (281) 204-0014
Merrill Lynch Wealth Management Advisor Theresa L Walker
Location 306 22nd St, Galveston, TX 77550, USA
Phone (409) 766-2726
Bank of America Financial Center

2 out of 5

Location 6311 Central City Blvd, Galveston, TX 77551, USA
Phone (409) 740-8025
Security Finance

5 out of 5

Location 5940 Broadway Avenue J, Galveston, TX 77551, USA
Phone (409) 763-8585
Island Insurance Agency

5 out of 5

Location 6341 Stewart Rd #160, Galveston, TX 77551, USA
Phone (713) 304-5222
Edward Jones - Financial Advisor: Zachary T Sauers

5 out of 5

Location 11961 FM1764, Santa Fe, TX 77510, USA
Phone (409) 316-4178
Edward Jones - Financial Advisor: Mark D Sonnier
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1005 W Main St, League City, TX 77573, USA
Phone (281) 534-1037
Edward Jones - Financial Advisor: Skyler B White, CRPC™
SEC File# 801-3297
CRD# 250
Location 2525 South Shore Blvd Suite 204, League City, TX 77573, USA
Phone (281) 724-4440
Edward Jones - Financial Advisor: John F Mee Jr, CRPC™

5 out of 5

Location 3509 Gulf Fwy, Dickinson, TX 77539, USA
Phone (281) 614-5201
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About Galveston, TX

Galveston is a city located in Galveston County, Texas. It is situated on the Gulf Coast and is the county seat. The city has a population of 47,743 and is the principal city of the Houston-The Woodlands-Sugar Land metropolitan area, which has a population of 6,419,316. Some of Galveston's landmarks include Moody Gardens, Schlitterbahn Galveston Island Waterpark, and Bishop's Palace. The top employers in the city are University of Texas Medical Branch, Walmart, and Seawall Blvd. Major highways and streets in Galveston include I-45, State Highway 146, Broadway Street, and Stewart Road. The neighborhoods in Galveston include East End Historic District, Harbor View Historic District, Lighthouse District, and Strand Historic District.

Where Certified Financial Advisors in Galveston, TX Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Galveston, TX can avail a variety of services from their local banks. These services include, but are not limited to, the following: -Checking and savings accounts -Cash advances -Car loans -Mortgages -Home equity lines of credit Each bank has its own set of products and services available to its customers, so it is important for residents to shop around and find the best bank that suits their needs.

Insurance Broker

Most people living in Galveston, TX probably don't have car insurance. This is because they may feel that they do not need it because they are only driving in a limited area. However, if something were to happen while they are driving, they could be in for a rude awakening. This is where insurance brokers can come into play. They can help residents of Galveston get the insurance that they need, whether it be for their car or for their home. The brokers can also help with other types of insurance, such as health and life insurance. Residents of Galveston should definitely consider using the services of an insurance broker to get the best rates and coverage possible.

Retirement Planning

Financial advisors can help Galveston, TX residents with retirement planning in a number of ways. One way is by helping people to understand what they need to do in order to have a successful retirement. Advisors can also help people to save for retirement, and can give them advice on how to invest their money. Additionally, advisors can help people to plan for unexpected expenses that may come up during retirement.

Wealth Management

Living in Galveston, TX comes with a lot of benefits, from the beautiful beaches to the wonderful weather. But one thing that can be challenging for residents is managing their finances. Wealth management can help with this, by providing guidance and advice on how to save money and make the most of your income.

Estate Planning Lawyer

Estate planning lawyers can help Galveston, TX residents in a variety of ways. For example, they can help residents create wills and trusts, which can make the process of transferring assets much easier for loved ones after someone dies. They can also help residents set up powers of attorney and healthcare directives, which will allow trusted friends or family members to make decisions on behalf of the resident if they are unable to do so themselves. Finally, estate planning lawyers can also work with businesses to create succession plans, ensuring that the business can continue running smoothly even if a key employee dies or leaves the company.

Mortgage Loan Officer

Mortgage loan officers can help Galveston, TX residents in a number of ways. They can provide advice on what types of mortgages are available, help residents find the best rates, and work with them to get the best terms possible. In addition, mortgage loan officers can help residents understand their credit scores and how they impact their ability to get a mortgage. Finally, mortgage loan officers can also assist with the paperwork involved in getting a mortgage.

Tax Services

Residents of Galveston, TX can breathe a little easier this year knowing that tax accountants are available to help them file their returns. The process can be daunting, but with the help of a professional, it doesn't have to be. In fact, tax accountants can often find deductions and credits that residents may not have otherwise known about, resulting in a larger refund check or reduced taxes owed.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Galveston, TX