Wealth Management in Katy, TX

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List of Firms

Katy, TX Wealth Management Firms

DHudson Financial Services LLC
Location 22503 Katy Fwy, Katy, TX 77450, USA
Phone (713) 298-0076
The Oughtness Group
Location 1807 Breezy Bend Dr, Katy, TX 77494, USA
Phone (281) 769-2846
Merrill Lynch Wealth Management Advisor Nadia Khan
Location 15375 Memorial Dr, Houston, TX 77079, USA
Phone (281) 588-7157
Equilibria Wealth Management
SEC File# 801-119976
CRD# 311785
5 out of 5
Location 24285 Katy Fwy Suite 300, Katy, TX 77494, USA
Phone (432) 617-7788
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Cathy Buchanan - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 2900 Commercial Center Blvd #110, Katy, TX 77494, USA
Phone (713) 332-4333
Edward Jones - Financial Advisor: Wesley J Blackmon
5 out of 5
Location 814 East Ave B, Katy, TX 77493, USA
Phone (281) 395-0327
Luca Financial
5 out of 5
Location 24285 Katy Fwy Suite 300, Katy, TX 77494, USA
Phone (281) 305-8013
Morgan Stanley Financial Advisors
2 out of 5
Location 15021 Katy Fwy Suite 650, Houston, TX 77094, USA
Phone (281) 717-1500
SEC File# 801-68048
CRD# 144344
Location 1844 Snake River Rd, Katy, TX 77449, USA
Phone (281) 206-7464
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Cox Global Associates - Geneos Wealth Mgmt Inc
Location 1260 Pin Oak Rd #204, Katy, TX 77494, USA
Phone (281) 395-8300
Houston Wealth Management
Location 1035 Dairy Ashford St #222, Houston, TX 77079, USA
Phone (281) 372-8410
Coastal Wealth Management
1 out of 5
Location 13501 Katy Fwy #1185, Houston, TX 77079, USA
Phone (713) 621-9898
Bayou City Investment Advisors
Location 2717 Commercial Center Blvd #200, Katy, TX 77494, USA
Phone (832) 957-7243
Fidelity Investments
3 out of 5
Location 23233 Cinco Ranch Blvd Suite 125, Katy, TX 77494, USA
Phone (800) 544-3063
Covenant Wealth Management - Financial Advisor: Daniel A. Mercer AAMS
Location 12258 Queenston Blvd Ste F, Houston, TX 77095, USA
Phone (281) 758-0532
Wealth Management in Katy, TX

Where Wealth Management Advisors in Katy, TX Serve

Katy, TX is a bustling city located in the heart of Harris County. This vibrant community is home to a plethora of landmarks, including the Katy Heritage Museum, Katy Mills Mall, and Mary Jo Peckham Park. Top employers in the area include Katy Independent School District, BP America, and Memorial Hermann Katy Hospital. Major highways and streets that run through Katy include Interstate 10, Grand Parkway, and Westheimer Parkway. The city is also divided into several distinct neighborhoods, such as Cinco Ranch, Falcon Point, and Firethorne, each offering its own unique charm and character. Whether you're looking to explore the city's rich history, shop at world-class retailers, or simply enjoy the great outdoors, Katy has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Katy, TX can benefit from a bank in a variety of ways. Firstly, a bank can help residents manage their finances by offering services such as checking and savings accounts, loans, and credit cards. This can be particularly helpful for those who are looking to purchase a home or start a business in Katy, TX. Additionally, a bank can provide financial education and advice to help residents make informed decisions about their money. For example, a bank can offer workshops on budgeting, investing, and retirement planning. Furthermore, a bank can offer convenient access to ATMs and online banking services, making it easier for residents to manage their finances on the go. Overall, a bank can be a valuable resource for residents of Katy, TX who are looking to improve their financial stability and achieve their financial goals.

Insurance Broker

Residents of Katy, TX can greatly benefit from the services of an insurance broker in numerous ways. For instance, an insurance broker can help residents navigate the complex world of insurance policies and find the right coverage for their unique needs. This is particularly important in Katy, TX, where residents face a range of risks and challenges, including severe weather events like hurricanes and floods, as well as high rates of property and vehicle theft. Additionally, an insurance broker can help residents save money by identifying discounts and other cost-saving opportunities that they may not be aware of. By working with an insurance broker, residents of Katy, TX can ensure that they have the coverage they need to protect themselves and their assets, while also minimizing their financial burden.

Retirement Planning

Residents of Katy, TX could benefit greatly from the expertise of a retirement planner. With the city's population growing rapidly, and an increasing number of retirees looking to settle in the area, a retirement planner could offer invaluable guidance on navigating the complex financial landscape of retirement. From helping residents maximize their Social Security benefits to creating personalized investment strategies, a retirement planner could help ensure that Katy's retirees are financially secure throughout their golden years. Additionally, with the city's proximity to Houston and its booming economy, a retirement planner could advise on how to take advantage of the many job opportunities available to seniors in the area, allowing them to supplement their retirement income and maintain their independence.

Financial Advisor

Residents of Katy, TX can benefit from the services of a financial advisor in many ways. One specific area where a financial advisor can be particularly helpful is in navigating the local real estate market. Katy, TX is known for its booming real estate industry, and a skilled financial advisor can provide invaluable guidance on everything from mortgage options to property taxes. Additionally, a financial advisor can help residents of Katy plan for their long-term financial goals, such as retirement or college savings, by providing personalized investment strategies and advice on tax-efficient savings vehicles. With the help of a knowledgeable financial advisor, residents of Katy can feel confident in their financial decisions and secure in their financial futures.

Mortgage Loan Officer

Residents of Katy, TX can greatly benefit from the services of a mortgage loan officer. With the city's growing population and booming real estate market, navigating the mortgage lending process can be overwhelming. A knowledgeable loan officer can provide guidance and advice on the various loan options available, as well as assist with the application and approval process. Furthermore, with Katy's diverse population, a loan officer who is fluent in multiple languages can provide valuable assistance to non-native English speakers. Additionally, given the city's proximity to Houston and its susceptibility to natural disasters such as hurricanes, a loan officer who is well-versed in insurance policies and requirements can help residents choose the best mortgage options that provide adequate protection in the event of a disaster.

Tax Services

Residents of Katy, TX could greatly benefit from the services of a tax advisor in a number of ways. One of the most common ways is through the optimization of tax deductions and credits. In Katy, TX, there are a number of unique tax incentives and credits available to residents, such as the Homestead Exemption and the Texas Sales Tax Exemption for Manufacturing and Fabrication. A skilled tax advisor can help residents take advantage of these opportunities and potentially save them thousands of dollars on their taxes. Additionally, a tax advisor can assist with tax planning and preparation, ensuring that residents are in compliance with all state and federal tax laws and regulations. With the complexity of the tax code and the constantly changing tax landscape, having a knowledgeable and experienced tax advisor on your side can be invaluable for residents of Katy, TX.

Estate Planning Lawyer

Residents of Katy, TX can benefit from the services of an estate planning lawyer in a variety of ways. One specific need that is common in the area is the protection of assets from hurricane damage. With the city located in a region prone to severe weather, it is important for residents to have a comprehensive plan in place to safeguard their assets in the event of a natural disaster. An estate planning lawyer can assist in developing a plan that includes provisions for insurance coverage, property protection, and asset distribution in the aftermath of a hurricane. Additionally, the lawyer can help residents navigate the complexities of probate and estate administration, ensuring that their wishes are carried out and their loved ones are provided for after their passing. With the help of an estate planning lawyer, residents of Katy, TX can have peace of mind knowing that their assets are protected and their legacy is secure.


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