Best Financial Advisors in Harris County, TX

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List of Firms

Harris County, TX Fiduciary Financial Advisors

SEC File# 801-107793
CRD# 127289
Location One Riverway Dr #1550, Houston, TX 77056, USA
Phone (713) 599-4999
Directions
Edward Jones - Financial Advisor: Gilberto R Pena, CFP®
SEC File# 801-3297
CRD# 250
Location 7102 W Sam Houston Pkwy N Suite 215, Houston, TX 77040, USA
Phone (713) 856-9081
Directions
Matthew Miller - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1300 Hercules Ave Ste 205, Houston, TX 77058, USA
Phone (281) 461-2028
Directions
Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 363 N Sam Houston Pkwy E #1480, Houston, TX 77060, USA
Phone (281) 931-1900
Directions
David Hergert - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1331 Gemini St Ste 202, Houston, TX 77058, USA
Phone (281) 280-0444
Directions
Morgan Stanley Financial Advisors
2 out of 5
Location 15021 Katy Fwy Suite 650, Houston, TX 77094, USA
Phone (281) 717-1500
Directions
Merrill Lynch Wealth Management Advisor Barry Doering
Location 5775 North Sam Houston Pkwy W, Houston, TX 77086, USA
Phone (281) 866-6314
Directions
Thomas Doggett - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3050 Post Oak Blvd Ste 1710, Houston, TX 77056, USA
Phone (713) 551-4000
Directions
Merrill Lynch Wealth Management Advisor Jeffrey R Stubbs
Location 5775 North Sam Houston Pkwy W Suite 300, Houston, TX 77086, USA
Phone (281) 588-7115
Directions
Morgan Stanley Financial Advisors
Location 717 Texas Ave Suite 3050, Houston, TX 77002, USA
Phone (713) 658-2700
Directions
Justin Swope - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1300 Hercules Ave Ste 205, Houston, TX 77058, USA
Phone (281) 461-2027
Directions
Centric
5 out of 5
Location 13231 Champion Forest Dr #311, Houston, TX 77069, USA
Phone (832) 810-7000
Directions
Merrill Lynch Wealth Management Advisor David A. Gray
Location 15375 Memorial Dr Suite 400, Houston, TX 77079, USA
Phone (281) 588-7127
Directions
Edward Jones - Financial Advisor: Sheri D Mitchell
Location 13347 Jones Rd, Houston, TX 77070, USA
Phone (832) 237-7321
Directions
Raymond James Financial Services
Location 333 Cypress Run #290, Houston, TX 77094, USA
Phone (713) 974-0663
Directions
Raymond James Financial Services
5 out of 5
Location 13810 Champion Forest Dr Ste 148, Houston, TX 77069, USA
Phone (281) 586-7200
Directions
Mint Wealth Management
5 out of 5
Location 12807 Haynes Rd Building H, Houston, TX 77066, USA
Phone (281) 970-4200
Directions
Larry Boyd - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 16420 Park Ten Pl Ste 580, Houston, TX 77084, USA
Phone (832) 371-6092
Directions
Kevin Talley - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 13623 Perry Rd, Houston, TX 77070, USA
Phone (281) 894-0888
Directions
Sharon Ward - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3050 Post Oak Blvd Ste 1710, Houston, TX 77056, USA
Phone (713) 600-3407
Directions
Crawford Mickey McGill - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 5151 San Felipe St Ste 2100, Houston, TX 77056, USA
Phone (713) 260-5855
Directions
Greenbriar Financial Services
Location 801 Travis St, Houston, TX 77002, USA
Phone (713) 651-1600
Directions
Halbert Hargrove Global Advisors
Location 450 Gears Rd #625, Houston, TX 77067, USA
Phone (281) 873-5320
Directions
M&A Wealth
5 out of 5
Location 4515 Briar Hollow Pl Suite 314, Houston, TX 77027, USA
Phone (713) 540-7247
Directions
Financial Advisors in Harris County, TX

Where Certified Financial Advisors in Harris County, TX Serve

Harris County, TX is a vibrant and diverse region located in southeast Texas. It is home to a plethora of landmarks, including the Space Center Houston, the Houston Zoo, and the Museum of Fine Arts. With a booming economy, the county boasts several top employers such as ExxonMobil, Memorial Hermann Health System, and the University of Houston. The county is crisscrossed by major highways and streets such as Interstate 10, Beltway 8, and Westheimer Road. Harris County is also known for its eclectic neighborhoods, including the trendy Montrose, the historic Heights, and the upscale River Oaks. With its rich culture, thriving economy, and diverse communities, Harris County is a true gem of the Lone Star State.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Harris County, TX can benefit from the guidance of a financial advisor in several ways. Firstly, Harris County is home to a diverse population, with varying financial goals and challenges. A financial advisor can help residents navigate these complexities and create a personalized financial plan that aligns with their unique needs. Additionally, Harris County has a booming economy, with industries such as energy, healthcare, and technology driving growth. A financial advisor can help residents take advantage of these opportunities and make informed investment decisions. Finally, Harris County is prone to natural disasters such as hurricanes and floods, which can have a significant impact on residents' finances. A financial advisor can help residents prepare for and recover from these events, ensuring that they are financially resilient in the face of adversity.

Insurance Broker

Residents of Harris County, TX could benefit greatly from the services of an insurance broker. With a population of over 4 million people, Harris County is the most populous county in Texas and the third most populous county in the United States. This means that there are countless insurance options available to residents, and it can be overwhelming to navigate them all. An insurance broker can help residents of Harris County find the best insurance policies for their specific needs, whether it be health insurance, auto insurance, or home insurance. Additionally, Harris County is located on the Gulf Coast and is prone to natural disasters such as hurricanes and flooding. An insurance broker can help residents prepare for these events by finding policies that offer comprehensive coverage for natural disasters.

Retirement Planning

Residents of Harris County, TX can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique characteristics of Harris County. For example, Harris County is home to a large and diverse population, with many different industries and job types. A retirement planner can help residents navigate the complex retirement landscape in Harris County, including the various retirement plans offered by different employers and the different tax implications of retirement savings. Additionally, Harris County is known for its high cost of living, and a retirement planner can help residents plan for the higher expenses they may face in retirement. Overall, a retirement planner can provide valuable guidance and support to help Harris County residents achieve their retirement goals and enjoy a comfortable and secure retirement.

Wealth Management

Residents of Harris County, TX can benefit from the expertise of a wealth manager in several ways. With a population of over 4.7 million people, Harris County is the third most populous county in the United States and is home to a diverse community of individuals with varying financial needs. A wealth manager can help residents of Harris County by providing personalized financial planning and investment advice that takes into account their unique circumstances, such as the local cost of living and tax laws. Additionally, a wealth manager can assist with retirement planning, college savings plans, and estate planning, which are all important considerations for residents of Harris County as they navigate their financial futures. Overall, a wealth manager can help residents of Harris County achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Harris County, TX can benefit greatly from the expertise of a mortgage loan officer. These professionals can help with a variety of tasks, such as finding the best mortgage rates and programs, guiding residents through the homebuying process, and providing advice on how to improve credit scores. In particular, Harris County has a diverse population with a range of income levels, which can make navigating the mortgage market challenging. A mortgage loan officer can help residents understand their options and find the right loan for their needs. Additionally, Harris County has a high rate of natural disasters, such as hurricanes and flooding. A mortgage loan officer can help residents navigate the insurance and financing aspects of rebuilding or repairing their homes after a disaster. Overall, a mortgage loan officer can be an invaluable resource for residents of Harris County looking to buy or refinance a home.

Tax Services

Residents of Harris County, TX could greatly benefit from the services of a tax advisor in a number of ways. For one, Texas has no state income tax, but residents are still subject to federal income taxes and other taxes such as property taxes. A tax advisor can help residents navigate the complex tax system and ensure they are taking advantage of all available deductions and credits. Additionally, Harris County has a large and diverse population, with many residents owning small businesses or rental properties. A tax advisor can assist these individuals in properly reporting their income and expenses, avoiding costly mistakes and potential audits. Overall, a tax advisor can provide invaluable guidance and peace of mind for residents of Harris County, TX when it comes to their tax obligations.

Estate Planning Lawyer

Residents of Harris County, TX can benefit from the help of an estate planning lawyer in a number of ways. One of the most common ways is by creating a comprehensive plan for the distribution of assets after death. This can include drafting a will, setting up trusts, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, an estate planning lawyer can help residents of Harris County navigate the complex probate process, which can be particularly challenging in Texas due to its unique probate laws. By working with an estate planning lawyer, residents of Harris County can ensure that their wishes are carried out and their loved ones are provided for after they pass away.

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FAQs About Personal Financial Advisors in Harris County, TX