Wealth Management in Brazos County, TX

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List of Firms

Brazos County, TX Wealth Management Firms

Charis Legacy Partners
Location 1716 Briarcrest Dr Suite 300, Bryan, TX 77802, USA
Phone (623) 303-9705
Language https://www.charislegacy.com/
Directions
Briaud Financial Advisors
SEC File# 801-31379
CRD# 105638
Location 1611 Crescent Pointe Pkwy, College Station, TX 77845, USA
Phone (979) 260-9771
Language http://www.briaud.com/
Directions
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 1716 Briarcrest Dr # 102, Bryan, TX 77802, USA
Phone (979) 846-0446
Language http://www.lpl.com/
Directions
Fundamental Wealth Advisors
5 out of 5
Location 1716 Briarcrest Dr #810, Bryan, TX 77802, USA
Phone (979) 485-5454
Language http://www.fundamentaladvice.com/
Directions
Merrill Lynch Wealth Management Advisor Rob Putz
Location 1509 Emerald Pkwy #100, College Station, TX 77845, USA
Phone (979) 695-3006
Language https://fa.ml.com/texas/college-station/putz
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
Language https://www.northwesternmutual.com/financial-professional-locator?address=111%20University%20Dr%20E.,21117?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
Directions
RBC Wealth Management
Location 2405 Texas Ave Suite 302, College Station, TX 77840, USA
Phone (979) 694-7788
Directions
TDC Capital Advisors, Inc.
SEC File# 801-121287
CRD# 117769
4 out of 5
Location 1598 Copperfield Pkwy, College Station, TX 77845, USA
Phone (979) 260-9696
Language http://www.tdcadvisors.com/
Directions
William R. Hayes, CFP®, ChFC®, CLU® - Northwestern Mutual
Location 1711 Crescent Pointe Pkwy, College Station, TX 77845, USA
Phone (979) 846-3100
Language http://willhayes.nm.com/
Directions
Merrill Lynch Wealth Management
Location 1509 Emerald Pkwy Suite 100, College Station, TX 77845, USA
Phone (979) 695-3000
Language https://www.local.ml.com/050266
Directions
The Bayliss Group - Morgan Stanley Financial Advisors
Location 166 Century Ct Suite 350, College Station, TX 77840, USA
Phone (979) 731-0203
Language https://advisor.morganstanley.com/the-bayliss-group?y_source=1_MjM2MTM1NjQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
The Central Texas Group - Morgan Stanley
Location 166 Century Ct Ste 350, College Station, TX 77840, USA
Phone (979) 776-9441
Language https://advisor.morganstanley.com/the-central-texas-group?y_source=1_MTA4MjczMzQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Wealth Management in Brazos County, TX

Where Wealth Management Advisors in Brazos County, TX Serve

Brazos County, located in the heart of Texas, is a vibrant and bustling community with a rich history and diverse culture. Home to Texas A&M University, the county boasts a number of iconic landmarks such as Kyle Field, the Bonfire Memorial, and the Brazos Valley Farmers Market. The county is also a hub for major employers, including Texas A&M University, Bryan Independent School District, and St. Joseph Health System. These companies provide a wealth of employment opportunities for residents, contributing to the county's strong economy and high quality of life. Brazos County is easily accessible via major highways such as the Interstate 45, State Highway 6, and State Highway 21, making travel to nearby cities like Houston and Austin a breeze. The county's major streets, including Texas Avenue, University Drive, and Villa Maria Road, are lined with local businesses, restaurants, and shops, providing residents with endless entertainment and dining options.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Brazos County, TX can benefit from a bank in various ways. For instance, a bank can help individuals in the county to save money and plan for their financial future. With the county being home to Texas A&M University, one of the largest universities in the country, students and their families can benefit from student loans, savings accounts, and other financial products offered by banks. Additionally, banks can provide loans to small businesses in the county, helping them to expand and create jobs. Furthermore, banks can assist residents in making investments, such as purchasing a home or investing in the stock market. With the county's population growing rapidly, banks can help residents navigate the complex financial landscape and make sound financial decisions. Overall, banks play a critical role in the economic development of Brazos County, TX, and can provide residents with the financial tools they need to succeed.

Insurance Broker

Residents of Brazos County, TX can greatly benefit from the services of an insurance broker in a variety of ways. For example, an insurance broker can help residents navigate the complex and ever-changing landscape of healthcare insurance. This is particularly important in Brazos County, where the population is growing rapidly and there are many different healthcare providers and insurance plans to choose from. Additionally, an insurance broker can help residents find affordable car insurance that meets their specific needs, which is especially important in a county where many people rely on their cars to get around. Finally, an insurance broker can help residents protect their homes and personal property with the right homeowners or renters insurance, which is particularly important in Brazos County, where severe weather events like hurricanes and tornadoes can cause significant damage. Overall, an insurance broker can provide invaluable assistance to residents of Brazos County, helping them to navigate the often-confusing world of insurance and find the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Brazos County, TX can benefit from a retirement planner in numerous ways. One of the most common ways is by helping them create a comprehensive retirement plan that takes into account their unique financial situation and goals. This includes developing a strategy for saving and investing, managing debt, and maximizing Social Security benefits. Additionally, a retirement planner can assist residents of Brazos County, TX in navigating the complex tax laws and regulations that can impact their retirement income. Given that Brazos County, TX has a rapidly growing population and a diverse economy, a retirement planner can also provide guidance on how to adapt their retirement plan to changing circumstances and market conditions. With the help of a skilled retirement planner, residents of Brazos County, TX can feel confident that they are prepared for a secure and comfortable retirement.

Financial Advisor

Residents of Brazos County, TX can greatly benefit from the services of a financial advisor. With the county's economy heavily reliant on agriculture, oil and gas, and education, a financial advisor can provide guidance on investment strategies that align with these industries. Additionally, the county's population growth and increasing property values make it important for residents to have a solid financial plan in place for their future. A financial advisor can assist with retirement planning, tax strategies, and estate planning to ensure that residents are prepared for any financial challenges that may arise. Furthermore, with Texas being a community property state, a financial advisor can provide guidance on how to navigate the complex laws surrounding marital property. Overall, a financial advisor can provide invaluable assistance to residents of Brazos County, TX in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Brazos County, TX could greatly benefit from the expertise of a mortgage loan officer. With the county's growing population and booming real estate market, navigating the homebuying process can be overwhelming. A skilled loan officer can assist residents in securing a mortgage that fits their unique financial situation, whether they are first-time homebuyers or experienced investors. Additionally, with the county's diverse range of neighborhoods and communities, a mortgage loan officer can help residents find the perfect home in an area that suits their lifestyle and needs. From College Station to Bryan, and everywhere in between, a mortgage loan officer can provide invaluable guidance and support throughout the homebuying journey.

Tax Services

Residents of Brazos County, TX can benefit from the expertise of a tax advisor in several ways. Firstly, a tax advisor can help residents navigate the complex tax laws and regulations specific to the state of Texas and Brazos County. This includes understanding the various tax credits and deductions available to residents, such as the Homestead Exemption, which provides property tax relief for homeowners. Additionally, a tax advisor can assist residents in minimizing their tax liability by identifying tax-saving strategies and ensuring compliance with tax laws. For example, residents who own small businesses in Brazos County can benefit from a tax advisor's knowledge of the various tax incentives and credits available to small business owners in the county. Overall, a tax advisor can provide valuable guidance to Brazos County residents in managing their tax obligations and maximizing their financial resources.

Estate Planning Lawyer

Residents of Brazos County, TX can benefit from the services of an estate planning lawyer in numerous ways. For instance, an estate planning lawyer can help residents of Brazos County, TX to create a legally binding will that accurately reflects their wishes regarding the distribution of their assets and properties. Additionally, the lawyer can assist in the creation of trusts, which can help to protect assets from creditors and minimize taxes. Furthermore, the lawyer can help residents to plan for incapacity by creating advance directives and powers of attorney that designate someone to make medical and financial decisions on their behalf if they become unable to do so. With the complex legal landscape of Brazos County, TX, an estate planning lawyer can provide invaluable assistance to residents in navigating the intricacies of estate planning.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a wealth manager in Brazos County, TX are tailored to meet the unique financial needs of clients in the region. With its diverse economy, Brazos County presents a plethora of investment opportunities that require the expertise of a seasoned wealth manager to navigate. From oil and gas to agriculture and healthcare, the region's economy is characterized by a myriad of industries that require a comprehensive understanding of the market. A wealth manager in Brazos County, TX can provide services such as investment planning, tax planning, estate planning, risk management, and retirement planning. The wealth manager can also help clients take advantage of the various tax incentives offered by the state of Texas, including tax-free municipal bonds. With a deep understanding of the local market, a wealth manager in Brazos County, TX can help clients grow and protect their wealth while minimizing risks.

Brazos County, TX is the ideal location to find a top-tier wealth manager. With its booming economy and diverse population, this area offers an abundance of opportunities for those seeking financial guidance. One specific aspect that sets Brazos County apart is its strong agricultural industry. This sector plays a significant role in the local economy and requires specialized knowledge and expertise to manage investments effectively. A skilled wealth manager in Brazos County will have a deep understanding of the unique challenges and opportunities that come with investing in this industry. Furthermore, the county's proximity to major cities like Houston and Austin provides access to a wide range of investment options and financial resources. Whether you're a seasoned investor or just starting to build your portfolio, a wealth manager in Brazos County can help you navigate the complexities of the financial world and achieve your long-term goals.