Pasadena, TX

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Pasadena, TX
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Best Financial Advisors in Pasadena, TX

Handpicked from 239 vetted & reviewed Financial Planning & Wealth Management firms in the Pasadena area, explore the top 5 leading options among the selected group of 12 finalists.

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Mosher Seifert & Company CPA

Mosher Seifert & Company CPA

(9)
Bookkeeping
“I have used Mosher Seifert & Company CP As for over 35 years for both business and personal accounting / tax services , and have had excellent results for all those years.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 1951
4701 Preston Ave, Pasadena, TX
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Rivera & Co.

Rivera & Co.

(13)
Financial Statements, Individual Tax, Financial Planning
“I've been a very happy customer with Rivera Income tax for many years now, and I can really say I've been able to run my business with a peace of mind.”
Se Habla Español
In Business Since 2010
1120 Pasadena Blvd, Pasadena, TX
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Max Tax Pro

Max Tax Pro

(3)
“Love being Here”
Se Habla Español
In Business Since 2012
1415 Shaver St, Pasadena, TX
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Worthen Financial Advisors

Worthen Financial Advisors

(2)
Flat Fee Financial Plans, Hourly Consulting, Monthly Financial Planning & Coaching
“So we trust her to make the the best of our monies that will carry us through out the rest of our lives.”
Free Initial Consultation
In Business Since 2021
Serving Pasadena Area
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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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Best of 2023

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.5 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Early McClintic & McMillan Wealth Services

Early McClintic & McMillan 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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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)
Retirement Planning, Wealth Management, Investment Management
“I've worked with several financial advisors in the past, and no one has done a better job at working with me and my family to ensure that we're on the right path.”
Licensed, BBB Rating: A+
In Business Since 1991
4400 Post Oak Pkwy STE 200, Houston, TX
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Kimes Stephens & Co CPA

Kimes Stephens & Co CPA

(3)
“Great place to work.”
Transparent Fees & Pricing
Offers Financing Options
Accepts All Major Credit Cards
In Business Since 1998
5555 Fellowship Ln 2nd Floor, Spring, TX
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Provident Oak Financial

Provident Oak Financial

(3)
Podcasts, Videos, Blog
“Therefore, if you are passionate about green energy, or social values, or even Biblical Responsible investments they can customize your investing to mirror your values in everyday life.”
In Business Since 2018
1322 Space Park Dr c118, Houston, TX
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The K Corporation

The K Corporation

(1)
“If you are looking for the best financial advisor in town you should talk to Water Katz, he has help people in the entire nation since 1985.”
In Business Since 1999
1401 Richmond Ave # 200, Houston, TX
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Edward M Gardner

Edward M Gardner

(27)
For Small Businesses, Tax Problem Resolution, For Individuals
“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”
Licensed, BBB Rating: A
In Business Since 2010
2519 South Blvd #100, Houston, TX
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Retirement Planning and Investment Management Services in Pasadena, TX Cost Estimates

Minimum cost
$1202
Maximum cost
$10217
National Average
$3606
Avg Per Hour Rates
$361
$2404
$6611
Typical price range is based on 377 cost profiles
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Average Cost $3606
Minimum cost $1202
Maximum cost $10217
Avg Per Hour Rates $361

Typical range $2404 to $6611 is based on 377 cost profiles.

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