Best Financial Advisors in College Station, TX

The highest-rated Financial Planning & Wealth Management companies out of 146 vetted & reviewed in the College Station area.

Hotel Solutions

Hotel Solutions

(11)
  • Team
  • Passionate
  • Organization
“I would recommend Hotel Solutions because the people there are great to work with, they answer questions quickly and go further by providing very effective training videos to help us understand what we need to know.”
In Business Since 2024
2813 Earl Rudder Fwy #100, College Station, TX
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Paragon Financial Advisors

Paragon Financial Advisors

(5)
  • Market
“Robert gave me the honest truth about what I needed to fix, how to improve investment returns, reduce taxes and told me what I was doing wrong.”
In Business Since 2010
215 Rock Prairie Rd, College Station, TX
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Briaud Financial Advisors

Briaud Financial Advisors

(1)
“They were kind and thorough during our initial consultation and provided so many recommendations for us to think through to plan for a healthy financial future.”
In Business Since 1988
Transparent Fees & Pricing
1611 Crescent Pointe Pkwy, College Station, TX
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Thompson, Derrig & Craig

Thompson, Derrig & Craig

(4)
Tax Preparation, General Accounting, Quick Books Support
“Every time I've needed advice, James has taken the time to understand the context of the problem and developed thoughtful actionable advice to guide me along.”
In Business Since 1980
Accepts Cash
Licensed
1598 Copperfield Pkwy, College Station, TX
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Traditions Wealth Advisors

Traditions Wealth Advisors

Wealth Management & Financial Planning, Spirit Fiduciary Partners, Investment Planning
“​​Traditions Wealth Advisors (TWA) is an Aggie owned and operated holistic financial planning and wealth management firm located in College Station, Texas. True to their Aggie roots, the wealth management team is guided by their strong values and loy...”
In Business Since 1990
Licensed, BBB Rating: A+
2700 Earl Rudder Fwy S #2600, College Station, TX
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Melder Financial Services

Melder Financial Services

(1)
“Tracy is a hard working and honest man and has done a great job with our investments.”
In Business Since 2014
110 Lincoln Ave #106, College Station, TX
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Lone Star Trust & Investments

Lone Star Trust & Investments

(3)
“Used for years, great people, honest gains.”
3030 University Dr E, College Station, TX
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Voya Financial Advisors

Voya Financial Advisors

“The need for financial planning doesn't stop once you reach retirement. In fact, during retirement it's more important than ever to work with a financial planner to ensure that your investments can sustain the life of your retirement and beyond. We'l...”
In Business Since 2021
Licensed
2423 Earl Rudder Fwy S Suite 100, College Station, TX
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Hart Veronica

Hart Veronica

In Business Since 2003
CFP Certified
1700 George Bush Dr E # 230, College Station, TX
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Rollo Wealth Management

Rollo Wealth Management

“Wealth management at Rollo Wealth also includes analyses to ensure you have adequate insurance to protect your family's assets, and reviews so that your beneficiaries stay up to date through the years. In tandem with your estate attorney, it includes...”
In Business Since 2020
1500 Earl Rudder Fwy S, College Station, TX
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Kay Perrone & Associates

Kay Perrone & Associates

(2)
Services For Individuals, Tax Services, Business Services
“Always go to Kay Perrone for my taxes every year along with my parents who've done taxes with them way longer than me.”
In Business Since 1985
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Free Initial Consultation
1716 Briarcrest Dr # 203, Bryan, TX
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Charis Legacy Partners

Charis Legacy Partners

(10)
Cashflow Planning, Estate Planning, Tax Planning
“His patience in answering all of our questions, and clearly explaining the various scenarios to consider, truly gives us confidence with how we want to move forward.”
In Business Since 2020
Transparent Fees & Pricing
1716 Briarcrest Dr Suite 300, Bryan, TX
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Ingram, Wallis & Co.

Ingram, Wallis & Co.

(2)
Accounting Services, Tax Services, Consulting Services
“Very professional and very strong in customer service.”
In Business Since 1998
2100 E Villa Maria Rd #100, Bryan, TX
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Fries Financial Services

Fries Financial Services

(1)
Tell A Friend, Client Login & Forms
“The best decision I ever made was to sit down and listen to them - then DO what they said.”
In Business Since 1988
Accepts Financing available
108 E North Ave #101, Bryan, TX
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Lea Financial Management

Lea Financial Management

LFM Staff, Money, Retirement
In Business Since 2016
Licensed, BBB Rating: A+
4444 Carter Creek Pkwy #104, Bryan, TX
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Deitz Consulting

Deitz Consulting

(3)
Bookkeeping, Business Consulting, Payroll
“There is no way I would be able to grow my business and keep up with the bookkeeping side of it were it not for her.”
In Business Since 2015
4015 S Texas Ave, Bryan, TX
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The Dunlap Group

The Dunlap Group

(2)
Product Illustration, Humana Health Insurance Information, Scott & White Health Insurance Information
“I like this group and would highly recommend them.”
In Business Since 2016
3363 University Dr E Suite 211, Bryan, TX
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Dwight Arnold - Raymond James

Dwight Arnold - Raymond James

Services, Education Planning, Alternative Investments
“Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Crossbridge Wealth Strategies, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.”
In Business Since 1998
1716 Briarcrest Dr #730, Bryan, TX
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Smith & Wyatt

Smith & Wyatt

Growth Planning, Retirement Income Planning
In Business Since 2017
1716 Briarcrest Dr Suite 300, Bryan, TX
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The Rhodes Financial Group

The Rhodes Financial Group

“At the Rhodes Financial Group, we concentrate on comprehensive financial planning for individuals and business owners. Our services are focused on providing clients with advice on issues of advanced estate/asset protection strategies, wealth accumula...”
In Business Since 2013
1920 W Villa Maria Rd #307, Bryan, TX
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Evidence Wealth

Evidence Wealth

“At some point we all must ask ourselves, “What will my legacy be?” For the overwhelming majority of us – this is not a money question. It's about family. Nothing is more important than our kids and grandkids. What values will we leave them? What wisd...”
In Business Since 2021
3851 Corporate Center Dr Suite 111, Bryan, TX
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Leatherneck Financial Services

Leatherneck Financial Services

(6)
  • Knowledge
“Leatherneck Financials and Jason have been helping us with preparing our taxes for over 5 years and we have been nothing but happy with the services we have received.”
In Business Since 2022
7800 Dick Elliott Rd, Bryan, TX
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Bev Lindsey Financial Services

Bev Lindsey Financial Services

“Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.”
In Business Since 2004
Offers Financing Options
Serving College Station Area
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Danny Koerth, CPA

Danny Koerth, CPA

Serving College Station Area
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Retirement Planning and Investment Management Services in College Station, TX Cost Estimates

Minimum cost
$1184
Maximum cost
$10060
National Average
$3551
Avg Per Hour Rates
$356
$2367
$6509
Fair price range is based on 344 cost profiles
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Average Cost $3551
Minimum cost $1184
Maximum cost $10060
Avg Per Hour Rates $356

Fair range $2367 to $6509 is based on 344 cost profiles.

Why these companies made our list

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