Best Financial Advisors in Brazoria County, TX

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List of Firms

Brazoria County, TX Fiduciary Financial Advisors

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Derrick Dees - Raymond James
Location 113 N Velasco St, Angleton, TX 77515, USA
Phone (979) 849-5220
Directions
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Edward Jones - Financial Advisor: Scott L Ross, AAMS™
5 out of 5
Location 1 W Way Ct, Lake Jackson, TX 77566, USA
Phone (979) 258-3485
Directions
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Bryan Davis Thrivent Financial
Location 900 N Plantation Dr, Angleton, TX 77515, USA
Phone (979) 848-7631
Directions
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Oak Financial Advisors
SEC File# 801-64721
CRD# 133763
5 out of 5
Location 121 E Myrtle St # B, Angleton, TX 77515, USA
Phone (979) 849-2700
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
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Edward Jones - Financial Advisor: Nick Kondra, CFP®
Location 2513 N Velasco St Ste B, Angleton, TX 77515, USA
Phone (979) 849-4439
Directions
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Edward Jones - Financial Advisor: Hugh L Stangeland
Location 109 Abner Jackson Pkwy A, Lake Jackson, TX 77566, USA
Phone (979) 480-9673
Directions
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Merrill Lynch Wealth Management Advisor Sotiros C Polemenakos
Location 210 Lake Rd Building 900, Lake Jackson, TX 77566, USA
Phone (979) 230-2139
Directions
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Edward Jones - Financial Advisor: Martha Z Nelson
5 out of 5
Location 310 N Brooks St, Brazoria, TX 77422, USA
Phone (979) 798-7555
Directions
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Austin Travis - Financial Advisor, Ameriprise Financial Services, LLC
Location 115 Dixie Dr STE 120, Lake Jackson, TX 77566, USA
Phone (979) 297-3700
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Raymond James Financial Services
SEC File# 801-69815
CRD# 149018
Location 120 E Myrtle St, Angleton, TX 77515, USA
Phone (979) 849-5220
Directions
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Securities America Inc
Location 1220 N Velasco St, Angleton, TX 77515, USA
Phone (979) 849-2409
Directions
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Edward Jones - Financial Advisor: Bill Fondren III, AAMS™
Location 136 E Myrtle St, Angleton, TX 77515, USA
Phone (979) 319-5966
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Baird Private Wealth Management
SEC File# 801-7571
CRD# 8158
Location 208 Parking Way, Lake Jackson, TX 77566, USA
Phone (877) 792-3234
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Christensen Financial Services
Location 405 E Mulberry St, Angleton, TX 77515, USA
Phone (979) 848-8999
Directions
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Edward Jones - Financial Advisor: Jim Stubbs Jr, AAMS™
Location 216 S 17th St, West Columbia, TX 77486, USA
Phone (979) 345-2980
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Financial Advisors in Brazoria County, TX

Where Certified Financial Advisors in Brazoria County, TX Serve

Brazoria County, TX is a sprawling region located in the southeastern part of the state. It is home to a plethora of landmarks that are sure to captivate visitors and residents alike. From the historic Brazoria County Courthouse to the stunning Brazos Bend State Park, there is no shortage of things to see and do in this vibrant area. The county is also home to several top employers, including Dow Chemical, BASF, and Phillips 66, which provide ample job opportunities for local residents. Major highways and streets, such as State Highway 288 and FM 521, make it easy to navigate the county and access all of its attractions. Meanwhile, the county's many neighborhoods, including Lake Jackson, Pearland, and Angleton, offer a diverse range of housing options to suit any lifestyle or budget. With its rich history, beautiful scenery, and thriving economy, Brazoria County is a true gem of Texas that is not to be missed.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Brazoria County, TX could greatly benefit from the guidance of a financial advisor in a number of ways. For instance, the county is home to many industries, including agriculture, petrochemicals, and healthcare, which can make navigating financial decisions more complex. A financial advisor can help residents understand the nuances of these industries and provide tailored advice on how to best manage their finances. Additionally, Brazoria County experiences frequent natural disasters such as hurricanes, which can have a significant impact on personal finances. A financial advisor can help residents prepare for these events and create a plan to mitigate the financial fallout. Overall, a financial advisor can provide valuable guidance and support to residents of Brazoria County, helping them achieve their financial goals and navigate the unique challenges of the area.

Insurance Broker

Residents of Brazoria County, TX could greatly benefit from the services of an insurance broker. With the county's proximity to the Gulf of Mexico, residents are at risk for hurricanes and other natural disasters. An insurance broker can help residents find the right coverage for their homes and belongings to protect them from potential damage. Additionally, Brazoria County has a growing population and economy, which means more people are starting businesses and may need commercial insurance. An insurance broker can assist business owners in finding the right coverage to protect their assets and employees. Overall, an insurance broker can provide valuable guidance and support to residents of Brazoria County in navigating the complex world of insurance.

Retirement Planning

Residents of Brazoria County, TX can greatly benefit from the services of a retirement planner. With a growing population of retirees, it is important for individuals to have a solid financial plan in place for their future. A retirement planner can assist with creating a budget, developing an investment strategy, and determining the best options for Social Security and Medicare. Additionally, with the high risk of natural disasters in Brazoria County, a retirement planner can help residents prepare financially for unexpected events such as hurricanes or floods. By working with a retirement planner, residents can feel confident that they have a comprehensive plan in place to secure their financial future and protect their assets.

Wealth Management

Residents of Brazoria County, TX can benefit from the services of a wealth manager in many ways. One of the most common ways is by helping them develop a comprehensive financial plan that takes into account their unique goals and circumstances. This can include strategies for retirement planning, tax optimization, and investment management. Additionally, a wealth manager can provide guidance on estate planning and wealth transfer, ensuring that residents can pass on their assets to their loved ones in the most efficient and effective way possible. With its diverse economy and growing population, Brazoria County presents many opportunities and challenges for its residents. A skilled wealth manager can help them navigate these challenges and achieve their financial objectives with confidence.

Mortgage Loan Officer

Residents of Brazoria County, TX can benefit greatly from the services of a mortgage loan officer. These professionals can help residents navigate the complex process of securing a mortgage loan to purchase a home. With the median home value in Brazoria County being $188,000, many residents may need assistance finding the right loan options that fit their budget. A mortgage loan officer can also help residents with refinancing their current mortgage, which can help lower monthly payments or provide cash-out options for home improvements. With Brazoria County being home to many petrochemical plants and refineries, some residents may have unique employment situations that require specialized loan options. A mortgage loan officer can provide guidance on these options and help residents find the best loan for their needs.

Tax Services

Residents of Brazoria County, TX could benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor could help is by providing guidance on how to maximize deductions and credits on their tax returns. This is especially important for residents of Brazoria County, which has a large agricultural industry. A tax advisor could help farmers and ranchers take advantage of tax breaks related to equipment purchases, land improvements, and other expenses related to their operations. Additionally, with the recent growth in the petrochemical industry in Brazoria County, a tax advisor could assist workers in this field with understanding their unique tax situations and maximizing their deductions. Overall, a tax advisor could provide valuable assistance to residents of Brazoria County in navigating the complex world of taxes and ensuring they are not leaving any money on the table.

Estate Planning Lawyer

Residents of Brazoria County, TX can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by ensuring that a resident's assets are distributed according to their wishes after they pass away. This is especially important in Brazoria County, where many residents own large amounts of property and assets. An estate planning lawyer can also help residents minimize taxes and avoid probate, which can be a lengthy and costly process. Additionally, an estate planning lawyer can assist in setting up trusts and other legal arrangements to protect assets and provide for loved ones. Overall, an estate planning lawyer can provide peace of mind and ensure that a resident's legacy is protected and passed on in the way they intended.

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FAQs About Personal Financial Advisors in Brazoria County, TX