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Devine Consulting
- Work
- Implementations
- Efficient
“If you want an accounting and bookkeeping firm that uses your financials to help you grow your business in a proactive manner, Jennifer and her team is the firm to go to.”
Best Financial Advisors in Sugar Land, TX
24 firms listed · all 24 in Sugar Land · 1 open weekends · 19 rated 4.5+ · 2 show a license
Data verified October 15, 2026
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DWG CPA
- Questions
- Communication
- Company
“There have been many occasions where Darrell or a member of the DWG team has worked with my schedule including evenings and weekends to assist with questions or ensure everything we needed was in order.”
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Jeffery Davidson and Associates CPA
- Tax Laws
- Patient
- Small Business
“They listen to our needs and objectives, are excellent communicators and stay in tune with us, making our accounting and tax compliance much easier to manage.”
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Saleem Lakhani CPA
“Good CPA”
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TN CPA
- Communication
“Although I have only had three years experience with TN CPA preparing my annual Tax Return, I have been pleased with Tina and her firm's quality, timely counsel and work.”
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JES Accounting
- Finances
- Knowledge
- Understanding
“He is easily accessible during his business hours and always open to meet online, he offered to meet in person if needed but it was not necessary for my circumstances.”
The 24 firms listed for Sugar Land, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Sugar Land, TX
All 24 firms we list here are in Sugar Land itself. We have 40 firms in Sugar Land on file; this page shows the highest-rated 24. 20 of the firms on this page have a rating, from 4.0 to 5.0 across 192 reviews; 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), quality (80%) and responsiveness (80%). The topics that come up most in reviews of the firms on this page are "communication" and "patient". 1 is open on Sundays. The services the firms on this page list most often on their websites are tax planning (5), quickbooks services (3), retirement planning (3), tax services (3) and business services (2). 2 show a license on their websites. 19 have ten or more years of experience, the longest 38 years. 3 offer payment plans and 5 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 17 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Sugar Land offer a free first meeting?
5 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Preeminent Financial Solutions
- Credit
- Results
“I never thought of actually using a credit repair agency just because all the bad reputation or others opinions because of the past issues they had- but I gave Preeminent financial solutions a try after being recommended and I do not regret my decisi...”
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Goheen Companies
“All-in-all, he was able to give me great advice and we changed some things around.”
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Carolyn McEathron, CPA
“Her up to date knowledge of tax matters and the professional manner of document preparation make her an excellent choice for anyone needing a skilled CPA.”
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Dearborn & Creggs
“Managing your finances and planning for the future is hard, especially if you don't have professional help. At Dearborn & Creggs, our team of financial planners has helped thousands of people achieve their wealth goals and feel confident about their ...”
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Strategic CFO
- Training
“It provided a lot of useful information over a wide array of topics including budgeting, cash flow, increasing profitability and general best practices for anyone in a financial leadership position.”
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Hannah Financial Solutions
“Less than 24 hours of me signing up for services, the team started disputing items on my credit report.”
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Tritis Wealth Management
“Very informative and helpful advice given on managing my wealth management portfolio!”
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Roberts Wealth Management
“This was the best presentation I have had so far and I felt more confident in the uniqueness of what Roberts WM does, not just simply Annuity Sales.”
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Tom Noble - Raymond James
“Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. The Noble Group is not a registered broker/dealer and is independent of Raymond James Financial Services.”
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Kings Path Partners
“Kings Path Partners is an independent, fee-only financial advisor based in Sugar Land, TX, providing personalized financial and investment consulting services for clients who desire to steward their financial resources well. Our commitment is to put ...”
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Consolidated Planning Group
“She is so helpful for those that are looking at health and life insurance as well as financial planning.”
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Advanced Wealth and Retirement Planning Concepts
“Walker-Green has done an excellent job managing and advising us in our post retirement phase.”
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Ceth & Associates
“According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.”
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Sugar Land Financial Advisors
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H. Bradley Whatley
“Centrally located in Sugar Land, The Whatley CPA firm provides exceptional client service, including bookkeeping, tax preparation and financial planning.”
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ABC Planning and Financial Services
“We do not offer every plan available in your area. Any information we currently represent 21 organizations which offer 129 products in your area. Please contact Medicare.gov or 1-800-Medicare, or your local State Health Insurance Program (SHIP) to ge...”
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Spartan Wealth Management
“We are licensed to sell Insurance Products in the following states: CO, DE, MI, & TX.”
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Robbie L. Bates, CPA
“As a firm, we recognize the inevitability of change. The relationship with a client naturally begins with services aimed at current circumstances, but of equal or greater value is that of helping to plan for the future. We keep in mind the objectives...”
Retirement Planning and Investment Management Services in Sugar Land, TX Cost Estimates
Minimum cost
$1185
Maximum cost
$10066
National Average
$3553
Avg Per Hour Rates
$356
$2369
$6514
Fair price range is based on 547 cost profiles
Why these companies made our list
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