Brazoria County, TX Financial Advisors and Resources



Financial Advisor Firms in Brazoria County, TX


CWM, LLC

Website

(979) 285-0023

7 West Way Court

Lake Jackson, TX 77566

SEC#: 801-72037
Years in Business: 10 years


How Retirement-Friendly is Brazoria County, TX?

  • Population: 360,677
  • % of Population 62 Years and Over: 14.5%
  • Average Home Value: $226,900
  • Average Monthly Housing Cost: $1,216
  • Average Household Income: $100,131
  • Texas Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Texas Property Tax: 3.91% (9th Highest in U.S.)
  • Texas Individual Income Tax: 0.00% (Lowest in U.S.)
  • Texas Sales and Excise Tax: 4.28% (9th Highest in U.S.)


Brazoria County, TX Financial Advisor FAQs

Financial advisors get compensated based on how much work they do. This is often determined by the type of service rendered to the client, the value of assets managed for them or recommendations made regarding their investments.
Do an online search for people in your field of interest or contact their professional organizations. Find someone with the CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or CMTF (Certified Management and Technical Fellow) designations.
When searching for a financial advisor, it's worth asking questions about their background experience and education.
Financial advisors may provide investment advice to help with savings and retirement planning. They may research insurance coverage to help choose between options like term life insurance, whole life insurance, etc., and they could offer guidance on how to value non-financial assets or other types of personal property.