Victoria, TX

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Victoria, TX
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Best Financial Advisors in Victoria, TX

The highest-rated Financial Planning & Wealth Management companies out of 160 vetted & reviewed in the Victoria area.

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Bumgardner Morrison & Co

Bumgardner Morrison & Co

(6)
Audit, Tax, Wealth Management
“We have used Chris Krejci at Bumgardner Morrison & Co for 40+ years and have received outstanding service for both personal and professional taxes and financial matters over the years.”
Accepts Cash
In Business Since 1990
1501 E Mockingbird Ln # 300, Victoria, TX
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Adam H. Baucom, CPA

Adam H. Baucom, CPA

(5)
  • Financial
“We have been working with Adam this past year and he is very thorough paying close attention to our multi business accounting and personal tax and financial records.”
101 W Goodwin Ave Suite 1025, Victoria, TX
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J. Dwayne Anderson, CPA

J. Dwayne Anderson, CPA

Services For Quickbooks, Tax Services, Industries
“Whether you manage multiple businesses or a large family, tax season is an excellent way to save money and help you achieve your financial goals. However, it can be challenging to make the most of your taxes and can leave you with more questions than...”
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2003
5606 N Navarro St #200, Victoria, TX
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KMH Wealth Management

KMH Wealth Management

“Our team is comprised of CERTIFIED FINANCIAL PLANNER™ professionals, who have met the rigorous education, examination, experience, and ethical requirement to earn the CFP ® mark. We are committed to providing the highest standard of financial plannin...”
Free Initial Consultation
In Business Since 2008
101 S Main St #300, Victoria, TX
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Sather Financial Group

Sather Financial Group

“It is our belief that a “fee-only” financial planning and investment management business is the best way to take care of clients, always putting their interests first. In this manner, no income is derived from commissions or any other type of transac...”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2003
120 E Constitution St, Victoria, TX
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The Handley Ralston Group

The Handley Ralston Group

Advisory Services, Individual Retirement Account (Ira), Insurance
“We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You've worked hard for your money and should feel co...”
In Business Since 2008
101 W Goodwin Ave STE 200, Victoria, TX
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Jaks Financial: Justin Jaks

Jaks Financial: Justin Jaks

“In addition to the myriad of financial planning services listed above, Justin Jaks also offers services and support for wealth management, estate planning, and understanding behavioral finance. When integrated into retirement planning, they provide a...”
Accepts All Major Credit Cards
In Business Since 2016
5606 N Navarro St #200v, Victoria, TX
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South Star Wealth Management

South Star Wealth Management

“Investment planning is a smart decision that can never be started too early. At South Star Wealth Management, we customize our investment strategies in Victoria, TX to take your current and future financial goals into account, and your financial cons...”
In Business Since 2016
101 W Goodwin Ave suite 1050, Victoria, TX
Featured

Our experience financial advisors at South Star Wealth Management can help you map out a step-by-step financial plan that helps prepare your family for the expected and unexpected. Set up a consultation with our team today!

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Pietsch Wealth Management

Pietsch Wealth Management

(1)
“Very professional”
In Business Since 2011
Serving Victoria Area
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Freedom Tax Services

Freedom Tax Services

(2)
“Closed on Friday”
Serving Victoria Area
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Badger CPA Firm

Badger CPA Firm

(7)
Government
“Both of our companies use them and they are professional, on task and very easy to work with.”
Free Initial Consultation
Remote Consultations Available
In Business Since 2010
18402 U.S. Hwy 281 N Suite 281, San Antonio, TX
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Finch CPA Firm

Finch CPA Firm

(12)
Outsourced Accounting and Bookkeeping, Exit and Succession Planning, New Business Advisory
“She does far more than simply complete the IRS forms, she helps us strategize from year to year and make intelligent personal and business financial decisions.”
In Business Since 2013
8900 Eastloch Dr #225, Spring, TX
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Raul Torres, CPA

Raul Torres, CPA

(9)
  • Money
  • Company
“Whatever financial questions I have, even if not tax related, he is always quick to answer and gives you examples for you to make the right choice for you.”
Transparent Fees & Pricing
In Business Since 2011
4118 Ayers St, Corpus Christi, TX
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The Lewis Group

The Lewis Group

(2)
Life Insurance Planning, IRA Planning, Long Term Care Insurance Protection
“Amazing group!”
10101 Reunion Pl #301, San Antonio, TX
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Salter Elite Consulting

Salter Elite Consulting

Tax Services, Business Services, Industries
“IRS problems will not just go away by themselves; they just keep getting worse with penalties and interest being added each day. Our team will get to work solving your tax problem. Sit back and relax, and we will get you there.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Emergency Services
14550 Torrey Chase Blvd Suite 270, Houston, TX
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Infinity Financial Advisors

Infinity Financial Advisors

(27)
  • Finances
  • Plan
  • Family
“I was expecting all real estate, but since the other components are necessary for real estate purchases it was good to include those people to make it kind of a one-stop shop.”
Coupons & Offers
In Business Since 2013
Serving Victoria Area
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Edward M Gardner

Edward M Gardner

(27)
For Small Businesses, For Individuals, 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”
Licensed, BBB Rating: A
In Business Since 2010
2519 South Blvd #100, Houston, TX
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Park Fowler & Co.

Park Fowler & Co.

(30)
Cost Segregation Studies, Bank Financing, Succession Planning
“The attention to detail in doing my taxes, asking questions I may not have thought about and giving valuable advice, helped reassure me that I was getting my taxes done at the right business.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2006
4639 Corona Dr Ste 100, Corpus Christi, TX
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Innovation Financial Services

Innovation Financial Services

(29)
  • People
  • Company
  • Knowledge
“If you are an Auto, RV or Powersports dealer looking to increase your bottom line, streamline processes and develop your management team to take your business to the next level, look no further!”
Emergency Services
In Business Since 2021
2204 Timberloch Pl Suite 150, The Woodlands, TX
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Mendoza & Associates

Mendoza & Associates

(30)
  • Feel
  • Stop Shop
  • Small Business
“They don't take shortcuts because they want to keep you compliant and they are always looking to make sure they are accounting for every tax deduction throughout the year.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2015
2023 Lockhill Selma Rd Suite 1, San Antonio, TX
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Galligan & Manning

Galligan & Manning

(30)
Probate & Estate Administration, Elder Law/Medicaid, Business Succession Planning
“After one conversation with Kevin Horner, I felt more relaxed and actually excited about the process and the fact that I was getting this taken care of.”
Family Business
In Business Since 1998
1770 Saint James Place Suite 412, Houston, TX
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Asap Credit Repair

Asap Credit Repair

(26)
  • Consultant
  • Text
  • Call
“After having dealt with poor credit for years, I can finally say that I have just purchased my first new car due to Cindy and ASAP Credit Repair's help.”
Free Initial Consultation
Transparent Fees & Pricing
Family Business
In Business Since 2014
1880 S Dairy Ashford Rd #425, Houston, TX
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Haynie & Company

Haynie & Company

(29)
Peer Review, Business Consulting & Advisory, Audit and Assurance
“They have been helping me at the very least fifteen years and always professional and are great people to help with you all your Tax needs and a resource for tax related questions.”
Family Business
In Business Since 2007
15460 Pin Oak Dr, The Woodlands, TX
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Oak Harvest Financial Group

Oak Harvest Financial Group

(28)
  • Decisions
  • Tax
  • Meeting
“I also like that they have encouraged fellow clients to meet and interact with each other, where we can ask each other question, and just meet others in similar stages of life.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2010
920 Memorial City Way Suite 150, Houston, TX
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Retirement Planning and Investment Management Services in Victoria, TX Cost Estimates

Minimum cost
$1095
Maximum cost
$9307
National Average
$3285
Avg Per Hour Rates
$329
$2190
$6022
Typical price range is based on 250 cost profiles
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Average Cost $3285
Minimum cost $1095
Maximum cost $9307
Avg Per Hour Rates $329

Typical range $2190 to $6022 is based on 250 cost profiles.

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Wealth Management Advisors near Victoria

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