The highest-rated Financial Planning & Wealth Management companies out of 135 vetted & reviewed in the Houston area.
Learn how we score.
Prominent finalists A-Z in Houston
49 Financial – Houston Office
Asap Credit Repair
Cooper CPA Group
Edward M Gardner
Financial Synergies Wealth Advisors
Francis Y. Choy CPA
Galligan & Manning
Granite Harbor Advisors
Hope Tax Pro
Kingdom Group Financial
LKJ Financial
Linscomb & Williams
MWG Financial Solutions & Tax Services
Nguyen CPA Firm
Oak Harvest Financial Group
Oak Harvest Financial Group
Petrus Retirement Planning
Quest Trust Company
Retirement Planners of America
Salter Elite Consulting
THE Allen CPA Firm
The Mendel Law Firm
Thrivent Financial: Bruno Interlandi –
Xtian Financial Services
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Salter Elite Consulting DBA Salter Multiservice
(1)
Tax Services, Services For Individuals, Business Services
“Felicia was professional and extremely understanding and thorough!”
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Edward M Gardner
(43)
For Small Businesses, Additional Services, Tax Services
“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”
i
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Asap Credit Repair
(49)
“During our discussion about my report, he provided valuable recommendations for enhancing my overall score, even though I didn't require their services at the time.”
“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.”
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Oak Harvest Financial Group
(42)
Managing
Questions
Education
“My brother is a stock professional but i wanted Oak Harvest to handle my tax planning, so we came up with an agreement that makes my brorher, me and them happy.”
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Retirement Planners of America
(50)
Money Matters Has a "buy, Hold and Sell"â Philosophy
“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...”
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Xtian Financial Services
(49)
Knowledge
Understand
File
“This is my first time doing Taxes, Christian was very attentive, he took the time to explain everything I needed to know, and gave me the orientation I needed to have a successful experience.”
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Nguyen CPA Firm
(49)
Knowledge
Financial
Decisions
“She explained things really well and has a great system that was able to break down the planning process step by step that made it so easy to follow and comprehend.”
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49 Financial - Houston Office
(49)
Meeting
Culture
Questions
“Under the “2>1” model I've been able to impact a multitude of individuals and families and advance my career at a pace I never thought would be possible.”
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Kingdom Group Financial
(4)
“Speaking of, when I ran into some complications during my pregnancy and started dropping the ball (as it were) on the filing process, not only did Mrs Franklin, personally, stay on top of things for me, but in an act of extreme courtesy, she even met...”
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MWG Financial Solutions & Tax Services
(46)
Financial Services
Taxes
Information
“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.”
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Cooper CPA Group
(46)
Knowledge
Meeting
Financial
“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.”
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Petrus Retirement Planning
(49)
Peace
Evening
Presentation
“Jonathan was very knowledgeable and helpful in setting up the proper and profitable retirement plan for me to get a steady income for life beings I'm self employed”
i
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Oak Harvest Financial Group
(28)
Options
Decisions
Meeting
“There is no cookie cutter approach in their business model and they put a high priority on educating prospective clients in order to assist them in making informative decisions.”
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Hope Tax Pro
(45)
Season
Real Estate
Financial
“She even went as far as checking previous years that were done by my previous tax advisor and was able to file amendment tax return because my others weren't file correctly.”
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Francis Y. Choy CPA
(2)
Business Services, Tax Services, Services For Individuals
“He is not only attentive and responsive to your needs but also a caring individual who gives you his best advice for your retirement planning.”
“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.”
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THE Allen CPA Firm
(22)
Personal Services, Tax Preparation & Planning, Business Services
“Very knowledgeable and accommodating, he completely put my mind at ease on tax prep and filing, super diligent, processional, and very accessible to communicate with.”
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Thrivent Financial: Bruno Interlandi -
(49)
Ethical
Honest
Knowledge
“Mr Bruno Interlandi has been of great help to me and my family, always willing to help and do whatever it takes to get positive results for his clients.”
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The Mendel Law Firm, L.P.
(30)
Incapacity Planning, IRA & Retirement Planning, Estate and Gift Tax Figures
“I would recommend the Mendel Law Firm to anyone who is looking for an estate planning or probate attorney who genuinely cares and strives for greatness in every situation.”
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Quest Trust Company
(27)
Email
Questions
Information
“I am constantly in awe of the amount of free education that Quest provides and the enthusiasm that Quest staff and owners have for their company and their clients.”
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Granite Harbor Advisors
(22)
Knowledge
Decisions
Investment
“While still employed, they gave advice regarding 401k options including options that allowed us to move funds into other assets without generating tax impacts.”
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LKJ Financial
(22)
Number
Seminar
Company
“Their personal approach has taken away a lot of my anxiety over making sure I will have enough financial security and freedom for myself and my family in the future.”
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Linscomb Wealth
(1)
“Excellent personalized investment strategies with performance e that routinely beats market plus fees.”
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Retirement Planning and Investment Management Services in Houston, TX Cost Estimates