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Search for Financial Planning Consultants Accredited Businesses in Greater Houston and South Texas

All directory listings are in order of seniority by accreditation date unless a sponsored listing has been arranged by that accredited business. If a "business name" search has been performed, listings are in order of strongest data match.
 
BBB Accredited since 1980
Kanaly Trust Company
5555 San Felipe St., Suite 200 Houston, TX 77056 (map)
713-626-9483
http://www.kanaly.com
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Additional Website URLs:
http://kanalytrustcompany.trustab.org
BBB Accredited since 1981
Houston Asset Management, Inc.
1800 W. Loop South, Ste. 1980 Houston, TX 77027 (map)
713-629-1534
http://www.houstonassetmgmt.com
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Additional Website URLs:
http://houstonassetmanagement.trustab.org
BBB Accredited since 1989
Independent Financial & Insurance Services
631 Diamond Leaf Houston, TX 77079 (map)
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BBB Accredited since 1992
Linscomb & Williams
1400 Post Oak Blvd., Suite 1000 Houston, TX 77056 (map)
713-840-1000
http://www.linscomb-williams.com
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BBB Accredited since 1993
Waddell & Reed, Inc.
14505 Torrey Chase Ste 400 Houston, TX 77014 (map)
281-893-6020
http://www.waddell.com
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BBB Accredited since 1995
Moore Money Management
12315 Shadowvista Dr. Houston, TX 77082 (map)
281-531-0793
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BBB Accredited since 1996
Andrews Financial Services
17510 Huffmeister Rd., Ste 105 Cypress, TX 77429 (map)
281-550-3330
http://www.andrewsfinancial.net
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BBB Accredited since 1997
Gray, David/Merrill Lynch
580 Westlake Park Blvd., #1630 Houston, TX 77079 (map)
281-588-7127
http://www.newmlol.ml.com
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BBB Accredited since 2001
Financial & Insurance Consultants
800 Avenue C Katy, TX 77493 (map)
281-392-2900
http://financialinsuranceconsultants.trustab.org
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BBB Accredited since 2001
Garrett Financial Group
1900 Saint James Place, Suite 400 Houston, TX 77056 (map)
713-467-7577
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http://garrettfinancialgroup.trustab.org
BBB Accredited since 2004
Allied Wealth Management
13810 Champion Forest Dr., Ste 202 Houston, TX 77069 (map)
281-444-7555
http://alliedwealthmanagement.trustab.org
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BBB Accredited since 2004
Wallstreet Texas
5120 Woodway St., Ste.9000 Houston, TX 77056 (map)
281-953-2050
http://www.wallstreettexas.com
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BBB Accredited since 2005
Jim Sloan & Associates
5615 Kirby Drive, Ste. 820 Houston, TX 77005 (map)
713-524-7500
http://www.jimsloan.com
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BBB Accredited since 2005
Rood, John W., CPA
13484-1 Stonehollow Drive Kingwood, TX 77339 (map)
281-358-0534
http://roodjohnwcpa.trustab.org
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BBB Accredited since 2006
J.E. Champion Financial
1520 Dove Avenue, Suite C McAllen, TX 78504 (map)
956-928-1477
http://www.jechampionfinancial.com
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Additional Website URLs:
http://jechampionfinancial.trustab.org
BBB Accredited since 2006
TBH Financial Group, LLC
15503 Prade Ranch Ln. Cypress, TX 77429 (map)
832-488-0011
http://tbhfinancialgroup.trustab.org
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BBB Accredited since 2007
Edward Jones Investments/ R.T. Dixon, Jr.
525 Nolana Avenue McAllen, TX 78504 (map)
956-682-1275
http://www.edwardjones.com
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BBB Accredited since 2008
Edna J. Thompsen, CFP
12707 N. Freeway, Suite 465 Houston, TX 77060 (map)
281-873-5850
http://www.ethompsen.com
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Additional Website URLs:
http://ednajthompsencfp.trustab.org
BBB Accredited since 2009
Selah Financial Services
1550 West Bay Area Blvd. Ste. 101 Friendswood, TX 77546 (map)
281-990-7100
http://www.selahfs.com
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BBB Accredited since 2009
Tax Plan Advocate
1795 North Fry Road, Suite 431 Katy, TX 77449 (map)
832-391-3600
http://www.taxplanadvocate.com
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Additional Website URLs:
http://taxplanadvocate.trustab.org
BBB Accredited since 2009
LKJ Financial, LLC
3000 Weslayan, Suite 274 Houston, TX 77027 (map)
713-840-0534
http://www.lkjfinancial.com
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Additional Website URLs:
http://lkjfinancial.trustab.org
BBB Accredited since 2010
Roberts Wealth Management
1600 Highway 6, Suite 280 Sugar Land, TX 77478 (map)
http://www.robertswealth.com
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Additional Website URLs:
http://robertswealth.trustab.org
BBB Accredited since 2010
Franz J. Hildebrand, CFP
1120 Nasa Parkway, # 220-O Houston, TX 77058 (map)
281-335-4720
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BBB Accredited since 2010
Landers Financial Strategies, Inc.
2318 Center St., #100 Derr Park, TX 77536 (map)
281-479-6488
http://www.landersfinancial.com
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Additional Website URLs:
http://landersfinancialstrategies.trustab.org
BBB Accredited since 2010
Oak Harvest Financial Group, Inc.
7670 Woodway Drive Suite 165 Houston, TX 77063 (map)
281-822-1350
http://www.oakharvestfinancialgroup.com
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Additional Website URLs:
http://oakharvestfinancialgrouppllc.trustab.org
BBB Accredited since 2010
Liberty Road Financial Services, Inc.
211 West Sealy St., #4 Alvin, TX 77511 (map)
281-824-4290
http://www.libertyroadfinancial.com
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Additional Website URLs:
http://libertyroadfinancialservicesinc.trustab.org
BBB Accredited since 2010
Post Oak Financial Group
19855 Southwest Freeway #120 Sugar Land, TX 77479 (map)
713-960-6949
http://postoakfinancialgroup.trustab.org
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Additional Website URLs:
http://www.postoakfinancialgroup.com
BBB Accredited since 2010
Personal Finance Management
14887 Hwy 105 W. #108 Montgomery, TX 77356 (map)
936-447-1626
http://www.debtfreeconroe.com
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Additional Website URLs:
http://personalfinancemanagement.trustab.org
BBB Accredited since 2011
Safe Money With Scott Mann
1717 St James Place, Ste 365 Houston, TX 77056 (map)
713-386-5307
http://www.safemoneywithscottmann.com
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Additional Website URLs:
http://safemoneywithscottmann.trustab.org
BBB Accredited since 2011
Spiller & Associates Private Wealth Advisor Practice
711 W Bay Area Blvd Ste. 500 Webster, TX 77598 (map)
281-953-7600
http://www.advisorspiller.com
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Additional Website URLs:
http://spillerassocprivatewealthadvisorpractice.trustab.org
BBB Accredited since 2011
Advanced Wealth and Retirement Planning
2425 West loop South #200 Houston, TX 77027 (map)
713-297-9185
http://www.personalwealthadvisor.com
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Additional Website URLs:
http://advancedwealthandretirementplanning.trustab.org
BBB Accredited since 2011
Outlook Wealth Advisors, LLC
2002 Timberloch Place, Suite 120 The Woodlands, TX 77380 (map)
281-872-1515
http://www.outlookwealth.com
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Additional Website URLs:
http://outlookfinancialgroupllc.trustab.org
BBB Accredited since 2011
Preserve First
4265 San Felipe, #1025 Houston, TX 77027 (map)
832-320-3311
http://www.preservefirst.com
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Additional Website URLs:
http://preservefirst.trustab.org
BBB Accredited since 2012
Lifetime Planning, LLC
10777 Westheimer Suite 1100 Houston, TX 77042 (map)
281-444-1449
http://www.lifetimeplanning.cc
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Additional Website URLs:
http://lifetimeplanningllc.trustab.org
BBB Accredited since 2012
PartnersInWealth, Inc.
3400 Bissonnet Suite 145 Houston, TX 77005 (map)
713-964-4028
http://www.partnersinwealth.com
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Additional Website URLs:
http://partnersinwealthinc.trustab.org
BBB Accredited since 2012
Stability Partners, LLC
9714 Prairie Clover Ln. Spring, TX 77379 (map)
832-559-8393
http://www.stabilitypartners.com
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Additional Website URLs:
http://stabilitypartners.trustab.org
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