Petra Benefits Financial Services
“Always make educated decisions and have great respect for their clients.”
Best Financial Advisors in Tomball, TX
15 firms listed · 5 in Tomball · 1 open weekends · 11 rated 4.5+ · 1 shows a license
Data verified October 15, 2026
Mission Retirement
“Hopkins and Associates are very knowledgeable.”
Core Integrated Wealth
The Greensage Group
Maier Multi Services
Kingdom Group Financial
“I was getting tired of doing my taxes on my own and doing them wrong, she helped me to understand them better while also teaching me how to do them right in the future.”
The 15 firms listed for Tomball, 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: Tomball, TX
Of the 15 firms we list here, 5 are in Tomball itself and 10 come from towns including The Woodlands (5, 8 mi), Spring (3, 14 mi) and Cypress (1, 10 mi). 12 of the firms on this page have a rating, from 4.3 to 5.0 across 250 reviews; 1 has 50 or more reviews and 11 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (86%) and quality (75%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), estate planning (2) and retirement planning (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers payment plans; 2 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Tomball take financial planning bookings online?
4 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Threadgill Financial
“Zac is very professional, easy to get in touch with, and our face-to-face meetings are always good, solid meetings.”
C&G Tax Service
“I was blown away by the professionalism and ease that this business provided me when filing my taxes.”
HFG Wealth Management
“They truly understand how relationships build successful positions and overall stability across the markets.”
Divorce Strategies Group
“Not only did Denise French get my divorce mediated in 1 day (with an ex who is NOT an easy person to deal with), BUT her staff facilitated all of the coordination of the QDRO stuff post divorce.”
PPL CPA
“They get the job done on time and have always given me great advice with my small business .”
Kimes Stephens & Co CPA
“They always do a good job and answer all my questions.”
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Catalano Financial
“Throughout the year Peter has remained accessible when we have questions and is willing to bring in subject matter experts, such as a tax accountant he works with, to provide us with definitive answers.”
The Sum
“He knew that I only had simple and basic questions yet he still took quality time out of his day to understand who I was and to help me on my path.”
The Wehrly Group
“Keeps customer in mind and informed.”
Why these companies made our list
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