Best Financial Advisors in Houston, TX

“Ed has been doing my taxes for 20+ years he is definitely the best person I've ever met and he's done everything in his power to help me every year god bless”

“Kevin Horner and the Estate Planning team at Galligan & Manning were very professional and provided exactly the level of service and attention to detail that we were looking for.”

“I moved my retirement assets to Retirement Planners of America approximately 18 months ago, and I am very satisfied with the performance of the firm, the advice I receive from my investment advisor, and the service I receive from the professional sta...”

“In addition to helping me get set up as a small business owner, Gary helped walk me through questions I had regarding a trust after the passing of my dad.”

“Since I've moved from Louisiana to Houston I've filed the last 5 years with her in never had a problem Stop going to these tax places and let them get over you you moving into the city of Houston, Texas Michelle this the place you need to be.”

“While still employed, they gave advice regarding 401k options including options that allowed us to move funds into other assets without generating tax impacts.”

“Our service reps Mitchell and Daniel are very helpful and responsive to any questions or concerns we might have and have been very helpful since day one.”

“Excellent personalized investment strategies with performance e that routinely beats market plus fees.”

“We do this by preparing a complete Financial Analysis that spells out the facts in a way that's easy to understand. We review your analysis with you, line by line, and make realistic recommendations that are customized just for you. We then develop a...”