Pasadena, TX

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Best Financial Advisors in Pasadena, TX

The highest-rated Financial Planning & Wealth Management firms out of 326 vetted & reviewed in the Pasadena area.

Blum and White Wealth Management

Blum and White Wealth Management

(1)
“We are extremely pleased with how they have managed our money.”
In Business Since 2017
Serving Pasadena Area
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Early Mc Clintic & Mc Millan Wealth Services

Early Mc Clintic & Mc Millan Wealth Services

(1)
“Saving money and preparing for my future is something I know nothing about, but they've walked me through the entire process and are always available to answer any questions I may have.”
In Business Since 1997
Serving Pasadena Area
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SE Financial Literacy & Notary

SE Financial Literacy & Notary

(3)
“She care about her customer very professional I recommend her for all your Financial and Notary needs”
In Business Since 2021
Free Initial Consultation
Serving Pasadena Area
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Portfolio Financial Group

Portfolio Financial Group

(1)
“Today i bought from Perry in Pasedena at Mi Tierra, GREAT service!!”
4545 Spencer Hwy, Pasadena, TX
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Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors

(6)
Wealth Management, Financial Planning, Investment Management
“Thank you to Mike Minter And the rest of the staffs at financial synergies for educating us and assisting us with our Financial stability for now and for our future and our children's futures.”
In Business Since 1990
Licensed, BBB Rating: A+
Transparent Fees & Pricing
4400 Post Oak Pkwy STE 200, Houston, TX
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M&A Wealth

M&A Wealth

(10)
Benefits Packages
“For years, I have been searching for a financial adviser who knows his stuff and who I could trust to have my best interest, but Mack exceeded my expectations and has always gone above and beyond to help explain things in a way that I can understand.”
In Business Since 2018
Free Initial Consultation
4515 Briar Hollow Pl Suite 314, Houston, TX
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Guardian Settlement Funding

Guardian Settlement Funding

(10)
“This company I give five stars dealing with this company was like dealing with somebody in my own family they cared about every need and want that I had every time I called I was right there anytime I had a problem they solved it I would definitely t...”
In Business Since 2021
Free Initial Consultation
10227 Del Monte Dr, Houston, TX
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Oak Harvest Financial Group

Oak Harvest Financial Group

(18)
  • Seminar
  • Annuity
  • Education
“I had heard about Oak Harvest from The Retirement Income Show on the radio, so I visited the website and read about the Retirement 360 program and realized what was missing with the other financial firms.”
In Business Since 2010
Transparent Fees & Pricing
Free Initial Consultation
920 Memorial City Way Suite 150, Houston, TX
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Afte Financial Services

Afte Financial Services

(7)
“I definitely am happy here & for me, he is worth the drive!”
In Business Since 1999
Below Average Price Tag
Free Initial Consultation
9445 W Little York Rd, Houston, TX
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49 Financial - Houston Office

49 Financial - Houston Office

(20)
  • Team
  • Future
  • Confidence
“They were professional, knowledgeable and listened to all my questions and after several meetings presented customized financial plans to fit my circumstances.”
In Business Since 2015
1334 Brittmoore Rd Suite 2610, Houston, TX
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Cooper CPA Group

Cooper CPA Group

(19)
  • Job
  • Knowledge
  • Call
“They helped me set up my Intuit Turbo Tax accounting software and integration with my daily business actions, answered my MANY questions that I had about EVERYTHING since this was foreign to me, are always so prompt and professional over the phone, i...”
In Business Since 2013
Below Average Price Tag
1703 W 12th St, Houston, TX
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Crown Financial

Crown Financial

(16)
  • Company
  • Factoring
  • Business
“Having dealt with the national financing companies prior to our business relationship, I can speak from experience how nice it is to pick up the phone and get Chad, Brandon, Robert or Jim on the line and talk to someone who know my business and truly...”
In Business Since 2004
Licensed, BBB Rating: A+
16420 Park Ten Pl #125, Houston, TX
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Mabe International Advisors

Mabe International Advisors

(2)
Business Accounting, Quickbooks Services, Business and Consulting Services
“This company has not only helped us with payroll, tax and accounting but also helped us organize our cost accounting better in order to understand profitability of our service portfolio.”
Free Initial Consultation
In Business Since 2011
Licensed, BBB Accredited
Above Average Price Tag
11511 Katy Fwy Suite # 640, Houston, TX
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Nguyen CPA Firm

Nguyen CPA Firm

(20)
  • Tax
  • Knowledge
  • Questions
“Regarding the Nguyen CPA Firm: My accounting and tax preparation experience with Haley Nguyen and Justine, her assistant, can be summarized as follows—Skill and competence, experience, attention to detail, personal service, consistently responsive t...”
In Business Since 2019
Licensed
Above Average Price Tag
16310 Tomball Pkwy #403, Houston, TX
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Quest Trust Company

Quest Trust Company

(18)
  • Information
  • Property
  • Work
“Quest Trust Company is a fabulous company that provides a ton of training, seminars, and special events to network and learn how to put your IRA money in alternative investments.”
In Business Since 2011
Below Average Price Tag
17171 Park Row, Houston, TX
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The Wehrly Group

The Wehrly Group

(7)
“I have recommended to several friends.”
In Business Since 2019
Licensed
17015 Seven Pines Dr, Spring, TX
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TR Notary of Texas & Associates

TR Notary of Texas & Associates

(2)
Credit Help
“We offer great mobile service, our team is available for the state of Texas our got to zip codes 77477, 77459, 77583, 77477 , 77071 and more call we come Thank you Ms.”
In Business Since 2010
8449 W Bellfort St #300E, Houston, TX
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Centric

Centric

(17)
Asset Management , Legacy Planning , Investment Planning 
“I had a few policies that I wanted to look at converting, but had a few underwriting concerns; the Centric team did a great job navigating through the challenges and were able to convert my policies into a policy plan that would not only help me stic...”
In Business Since 2021
13231 Champion Forest Dr #311, Houston, TX
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Petrus Retirement Planning

Petrus Retirement Planning

(20)
  • Meeting
  • Family
  • Investment
“To the point and facts that will make your investments more profitable and retirement more enjoyable and confident my family will be cared for years to come.”
In Business Since 2016
Free Initial Consultation
440 Louisiana St Suite 900, Houston, TX
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Linscomb & Williams

Linscomb & Williams

(1)
“Excellent personalized investment strategies with performance e that routinely beats market plus fees.”
In Business Since 1973
Licensed, BBB Rating: A+
Transparent Fees & Pricing
1400 Post Oak Blvd Suite 1000, Houston, TX
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Retirement Planning and Investment Management Services Estimated Cost in Pasadena, TX 2022

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Fair price range based on 220 cost profiles
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Average Cost $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Typical range $2080 to $5720 is based on 220 cost profiles.

Why these companies made our list

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