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Dean L. Boebinger

CFP®

Director Emeritus 19.96 Miles

Specialties: 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career...More

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Strategic Financial Concepts, LLC

14505 Palazzo Dr
Houston, TX 77070-2151
(281) 300-8120
CONNECT WITH Dean
  • linkedin link

William E. Frisco

CFP®

Managing Director- Wealth Management 6.26 Miles

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Insurance,...More

Financial Advisor serving Houston, Texas and the surrounding communities.

Morgan Stanley

5065 Westheimer Rd
Houston, TX 77056-5605
(713) 471-2221

Lawrence E. Maddox

CFP®, CPA

President 7.31 Miles

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a...More

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Horizon Advisors, LLC

2603 Augusta Dr, Ste 1400
Houston, TX 77057
(713) 748-7000

Thomas H. Whitby, III

CFP®

President 8.41 Miles

Specialties: Comprehensive Financial Planning, Arbitration & Mediation, Attending College, 401(k)/403(b...More

Financial Advisor serving Houston, Texas and the surrounding communities.

Logic Capital Management, LLC

7500 San Felipe, Suite 150
Houston, TX 77063
(713) 781-1475
CONNECT WITH Thomas
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Donald W. Roberts

CFP®

7.27 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Logic Capital Management, LLC

7500 San Felipe St, Ste 150
Houston, TX 77063-1721
(713) 781-1475
CONNECT WITH Donald
  • linkedin link

Lisa M. Lee

CFP®

16.92 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

Turnkey Financial Services LLC

10260 Westhimer, suite 300
Houston, TX 77042
(832) 615-2905

John B. MacDonald

CPA, CFP®, MBA

Principal 9.53 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

JMac Financial Planning & Investment Services PLLC

950 Echo Ln, Ste 200
Houston, TX 77024
(713) 464-4152
CONNECT WITH John
  • facebook link
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Gary D. Wurl

CFP®

17.66 Miles

Specialties: Budget & Debt Management, Annuities, Asset Allocation, Investment Management, Employee...More

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

Financial Destiny, Inc.

7802 Autumn Hollow Lane
Houston, TX 77041
(855) 863-2195
(713) 688-8681

Thomas H. Jackson

CFP®

President 19.33 Miles

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Financial Advisor serving Houston, Texas and the surrounding communities.

T. Jackson & Company, P.C.

9720 Cypresswood Dr, Ste 120
Houston, TX 77070-3557
(281) 890-5800

Paige Pickar Guinn

CFP®

Vice President 5.93 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Houston, Texas and the surrounding communities.

Logic Capital

7500 San Felipe St, Ste 150
Houston, TX 77063-1721
(713) 781-1475

Susan J. Travis

CFP®

6.59 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Kanaly Trust, LTA

5555 San Felipe St, Ste 200
Houston, TX 77056-2760
(713) 561-9370

Tracy L. Miller

CFP®

7.09 Miles

Specialties:

Financial Advisor serving Houston, Texas and the surrounding communities.

TMiller Financial

3033 Chimney Rock Rd, Ste 320
Houston, TX 77056
(713) 974-7500

Cole Campbell

CFP®

Partner 10.43 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

The Advocates

920 Memorial City Way, Ste 250
Houston, TX 77024
(713) 827-8014

Daniel Goott

CFP®, AIF

Partner 5.93 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

Cerity Partners, LLC

4900 Woodway Dr, Ste 550
Houston, TX 77056
(713) 622-9111

Ana Maria Salas

CFP®, EA

Wealth Advisor 3.04 Miles

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Insurance,...More

Financial Advisor serving Houston, Texas and the surrounding communities.

Intrua Financial

3737 Buffalo Speedway, Ste. 400
Houston, TX 77098
713-355-9910

Keith D. Huff

CPA,PFS,CFP®,CLU®,

President 20.02 Miles

Specialties: 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management,...More

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

Lakeshore Wealth Advisors, LLC

2525 Bay Area Blvd, Ste 135
Houston, TX 77058
(281) 984-7503

Sharon Snowden

CFP®

Senior Vice President-Wealth Management 5.42 Miles

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Mutual Funds,...More

Financial Advisor serving Houston, Texas and the surrounding communities.

UBS Financial Services Inc.

4400 Post Oak Pkwy, Ste 1700
Houston, TX 77027
(800) 538-6436
(713) 940-2986

Heath V. Hightower

CFP®

Financial Advisor 5.42 Miles

Specialties: Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Financial Synergies Wealth Advisors, Inc.

4400 Post Oak Pkwy, Ste 200
Houston, TX 77027
(713) 623-6600

Joseph P. Griffard

CFP®

Wealth Manager 670.99 Miles

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable &...More

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

Bridgewater Asset Management

1502 Knox St
Houston, TX 77007-3021
(877) 876-1666
(636) 256-2440

Jeffrey Ivy

MBA, CFP®

Owner 12.98 Miles

Specialties:

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Vestis Advisors, LLC

11111 Katy Freeway, Suite 910
Houston, TX 77079
(713) 485-6642

Douglas F. Garrison

CFP®

Partner 5.93 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

Cerity Partners

4900 Woodway Dr, Ste 550
Houston, TX 77056-1877
(713) 622-9111

Ray J. Fernandez, Jr.

CPA/PFS,CFP®, CM&AA,

Director, Transaction Advisory Services 5.96 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

abip CPAs & Advisors

1 Riverway
Houston, TX 77056
(713) 409-8033

Joshua Hebert

CFP®

Principal 6.74 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment...More

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Beacon Financial Advisors, Ltd.

1800 St. James Place, Ste 101
Houston, TX 77056
(713) 622-9981 x13

Jaclyn E. Bell

CFP®

Financial Planner 671.04 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Houston, Texas and the surrounding communities.

Houston Police Officers' Pension System

602 Sawyer St STE. 300
Houston, TX 77007
(713) 869-8734
CONNECT WITH Jaclyn
  • facebook link
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Jonathan H. Swanburg

JD,MBA,CFP®

President 7.15 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

TSA Wealth Management

5718 Westheimer Rd, Ste 950
Houston, TX 77057-5782
(713) 735-9228
CONNECT WITH Jonathan
  • linkedin link

Michelle J. Gessner

CFP®

Owner 6.66 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable...More

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

Gessner Wealth Strategies, LLC

1717 St James Place, Suite 625
Houston, TX 77056
(713) 589-6448
CONNECT WITH Michelle
  • facebook link
  • twitter link
  • linkedin link

Kris Etter

CFP® MBA ChFC RICP

Principal 4.55 Miles

Specialties:

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

Beacon Financial Planners

Beacon Financial Planners Inc, 2525 Robinhood
Houston, TX 77005
(281) 953-7442

Matthew Douglas Berti

CFP®, CPWA®

Associate Wealth Advisor 5.91 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Houston, Texas and the surrounding communities.

Royal Harbor Partners

12000 Aerospace Ave, Ste 420
Houston, TX 77034-5576
(713) 554-2252
CONNECT WITH Matthew
  • linkedin link

André Small

CFP® , MBA

3.91 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Houston, Texas and the surrounding communities.

A Small Investment, LLC

250 Assay Street, Suite 300-380
Houston, TX 77044
(832) 303-3732

Matthew P. Kardesch

CFP®

4.81 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Commission and Fee Financial Advisor serving Houston, Texas and the surrounding communities.

Ameriprise Financial Services, LLC

11 Greenway Plaza, Ste 3000
Houston, TX 77046
(713) 332-4343