Stafford, TX Financial Advisors and Resources

Financial Advisor Firms in Stafford, TX



(281) 491-5260

4800 Sugar Grove Blvd.
Suite 100
Stafford, TX 77477

SEC#: 801-110886
Years in Business: 4 years

How Retirement-Friendly is Stafford, TX?

  • Population: 17,206
  • % of Population 62 Years and Over: 15.4%
  • Average Home Value: $190,800
  • Average Monthly Housing Cost: $1,201
  • Average Household Income: $73,572
  • 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.)

Stafford, TX Financial Advisor FAQs

Financial advisors typically offer personalized advice such as designing a portfolio of securities (stocks, bonds, mutual funds), transferring assets from one type of security to another (such as stocks to bonds), and balancing your portfolio among various asset classes by evaluating performance graphs and calculations. They also develop plans for managing risk by diversifying - that is spreading out - investments over time and between different asset types.
Begin by educating yourself and understanding what you need to do to maintain and grow your own wealth. If you don't, then the decisions will be made for you. A true financial advisor must not reduce your decision making ability (limit access to information, time frame of investment vehicle usage) or expect more from an employment situation with respect to the hiring process as it would in any other profession without full disclosure of their liabilities and expected compensation package.
Financial advisors can get paid in a variety of ways, including through hourly rates, commissions on products sold, fees for services rendered.
It is important to approach the decision of choosing a financial advisor with patience, as it can often take time before you are able to find exactly what you are searching for. The first step in the process is to identify specific needs and wants including whether or not will be using an advisor mainly for investments, retirement planning, taxation help, providing general advice on how your finances should be structured.