Retirement Planning in Galveston County, TX

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List of Firms

Top Retirement Planners in Galveston County, TX

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Merrill Lynch Wealth Management Advisor Mason Schraufnagel
Location 306 22nd St, Galveston, TX 77550, USA
Phone (409) 766-2736
Language https://fa.ml.com/texas/galveston/brassieurassoc
Directions
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Merrill Lynch Wealth Management Advisor Marcia L Brassieur
Location 306 22nd St, Galveston, TX 77550, USA
Phone (409) 766-2718
Language https://fa.ml.com/texas/galveston/brassieurassoc
Directions
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The Corbell Group - Morgan Stanley
Location 16055 Space Center Blvd Ste 100, Houston, TX 77062, USA
Phone (281) 280-3303
Language https://advisor.morganstanley.com/the-corbell-group?y_source=1_MTA4MjUxNDQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
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Edward Jones - Financial Advisor: Garrett T Maddox, CFP®|CRPC™
Location 711 Bay Area Blvd Suite 250, Webster, TX 77598, USA
Phone (281) 280-0534
Language https://www.edwardjones.com/us-en/financial-advisor/garrett-maddox?y_source=1_OTYzMTQzLTcxNS1sb2NhdGlvbi53ZWJzaXRl
Directions
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Gaston Financial Consulting
Location 822 Seacliff Dr, Houston, TX 77062, USA
Phone (281) 954-6398
Language http://gastonfinancialconsulting.com/about-us/
Directions
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Shehzad D. Khan - Financial Advisor, Ameriprise Financial Services, LLC
Location 1300 Hercules Ave Ste 205, Houston, TX 77058, USA
Phone (281) 280-8700
Language https://www.ameripriseadvisors.com/shehzad.d.khan/?cid=IP_local_google
Directions
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J Macpherson Financial Services, LLC
Location 2800 Marina Bay Dr, League City, TX 77573, USA
Phone (281) 335-4429
Language http://www.moneyforthefuture.com/
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Island Insurance Agency
5 out of 5
Location 6341 Stewart Rd #160, Galveston, TX 77551, USA
Phone (713) 304-5222
Language http://www.islandinsurance.agency/
Directions
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Mark Ray Joffrion, CRPC - UBS Financial Services Inc.
Location 2525 Bay Area Blvd, Houston, TX 77058, USA
Phone (281) 709-0444
Language https://advisors.ubs.com/mark.joffrion/?utm_source=Yext&utm_medium=GMB&utm_campaign=165473&y_source=1_MTg4ODc1NTUtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
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Provident Oak Financial LLC
5 out of 5
Location 1322 Space Park Dr c118, Houston, TX 77058, USA
Phone (832) 836-2459
Language http://www.providentoakfinancial.com/
Directions
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Tremont Street Financial Group
Location 1011 23rd Street Rear, Galveston, TX 77550, USA
Phone (281) 386-3692
Language https://tremontsfg.business.site/?utm_source=gmb&utm_medium=referral
Directions
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Merrill Lynch Wealth Management Advisor Patrick McDonald
Location 306 22nd St, Galveston, TX 77550, USA
Phone (409) 766-2708
Language https://fa.ml.com/texas/galveston/patrick.mcdonald
Directions
Retirement Planning in Galveston County, TX

About Galveston County, TX for Those Planning to Retire

Located in the southeastern part of Texas, Galveston County is a vibrant and diverse community that boasts a rich history and a variety of attractions for visitors and residents alike. From its stunning beaches and historic landmarks to its thriving economy and top-notch schools, Galveston County has something for everyone. Some of the county's most notable landmarks include the Galveston Island Historic Pleasure Pier, the Moody Gardens complex, and the USS Cavalla and USS Stewart submarine museum. These attractions draw visitors from all over the world and are a testament to the county's unique blend of history and modernity. When it comes to employment, Galveston County is home to a number of major employers, including the University of Texas Medical Branch, the Galveston Independent School District, and the Valero Energy Corporation. These companies provide a range of job opportunities across a variety of industries, making Galveston County a great place to live and work.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Galveston County, TX can benefit from a bank in numerous ways. For instance, the bank can offer loans to businesses and individuals, allowing them to start or expand their operations. Additionally, the bank can provide financial education to the community, helping them to make informed decisions about their money. Galveston County is known for its tourism industry, and a bank can help support this sector by providing loans to hotels, restaurants, and other businesses that cater to tourists. Furthermore, the bank can offer services such as online banking and mobile banking, making it more convenient for residents to manage their finances. With the help of a bank, residents of Galveston County can achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of Galveston County, TX can greatly benefit from the services of an insurance broker. With the county being situated on the Gulf of Mexico, it is prone to natural disasters such as hurricanes, flooding, and storms. An insurance broker can assist residents in finding the most comprehensive and affordable insurance policies that can protect their homes, businesses, and personal belongings. Additionally, an insurance broker can help residents navigate the complexities of insurance policies and claims, ensuring that they receive the proper coverage and compensation in the event of a disaster. With the unique challenges that come with living in a coastal area, it is crucial for residents of Galveston County to have a knowledgeable and experienced insurance broker on their side.

Wealth Management

Residents of Galveston County, TX can benefit from the services of a wealth manager in a multitude of ways. With its proximity to the Gulf of Mexico, Galveston County is home to a significant number of individuals who work in the oil and gas industry. A wealth manager can assist these individuals in creating a comprehensive financial plan that takes into account the cyclical nature of the energy sector and the potential impact it may have on their income and investments. Furthermore, Galveston County is also home to a large retired population who may require assistance in managing their retirement savings and ensuring that they have enough income to support their lifestyle. A wealth manager can help retirees navigate the complexities of Social Security, pension plans, and other retirement income sources to maximize their retirement income. Additionally, Galveston County is prone to natural disasters such as hurricanes, which can have a significant impact on personal finances.

Financial Advisor

Residents of Galveston County, TX could benefit from the guidance of a financial advisor in various ways. For instance, due to the county's location on the Gulf of Mexico, it is susceptible to natural disasters such as hurricanes, which can result in significant financial losses for residents. A financial advisor can assist residents in creating a disaster preparedness plan that includes emergency funds and insurance coverage to mitigate the financial impact of such disasters. Additionally, the county's economy heavily relies on the tourism industry, which can be unpredictable and volatile. A financial advisor can help residents invest their money wisely and diversify their portfolio to protect against potential downturns in the industry. Furthermore, the county has a diverse population, with a significant portion being retirees. A financial advisor can help retirees manage their retirement savings, plan for healthcare costs, and ensure that their assets are protected for future generations. Overall, a financial advisor can provide valuable guidance to Galveston County residents in navigating the unique financial challenges and opportunities of the area.

Mortgage Loan Officer

Residents of Galveston County, TX could benefit greatly from the expertise of a mortgage loan officer. With the county's proximity to the Gulf of Mexico, many residents may be interested in purchasing a beachfront property. A mortgage loan officer could assist in securing financing for these types of properties, which can often be more complex than traditional home loans. Additionally, the county has a diverse population, including a large number of retirees. A mortgage loan officer could help these individuals navigate the various options available to them, such as reverse mortgages or home equity loans. Furthermore, Galveston County has experienced significant growth in recent years, with new developments and construction projects popping up throughout the area. A mortgage loan officer could provide guidance to those interested in purchasing a newly constructed home or investing in a property for rental income. Overall, a mortgage loan officer can be an invaluable resource for residents of Galveston County, TX looking to navigate the complex world of home financing.

Tax Services

Residents of Galveston County, TX can benefit from the services of a tax advisor in a variety of ways. One specific example is the complexity of the property tax system in Galveston County. A tax advisor can help residents navigate the intricacies of property tax assessments, exemptions, and appeals. Additionally, with the county's proximity to the Gulf of Mexico, residents may have unique tax considerations related to fishing or boating businesses. A tax advisor can provide guidance on deductions and credits related to these industries. Finally, with the recent changes to federal tax laws, residents may need assistance in understanding how these changes impact their individual tax situation. A tax advisor can provide personalized advice on maximizing deductions and minimizing tax liability.

Estate Planning Lawyer

Residents of Galveston County, TX can benefit from the expertise of an estate planning lawyer in a myriad of ways. These include drafting wills and trusts, establishing powers of attorney, and creating healthcare directives. An estate planning lawyer can also assist with the administration of an estate, including probate proceedings. In Galveston County, where the population is primarily coastal and heavily reliant on the tourism industry, an estate planning lawyer can also provide guidance on protecting assets from potential liabilities that may arise from natural disasters such as hurricanes. Additionally, with Galveston County being home to a significant number of retirees, an estate planning lawyer can help ensure that their assets are protected and their wishes are carried out in the event of incapacity or death. Overall, an estate planning lawyer can provide invaluable assistance to residents of Galveston County, TX in securing their future and protecting their loved ones.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in Galveston County, TX are essential for anyone looking to secure their financial future. A retirement planner in this area can provide a range of services, including investment advice, tax planning, and estate planning. With its beautiful beaches and vibrant culture, Galveston County is a popular destination for retirees. However, navigating the complex world of retirement planning can be challenging, especially for those who are not familiar with the area. That's where a retirement planner comes in. They can help clients navigate the unique challenges of Galveston County, such as the high cost of living and the unpredictable weather patterns. By working with a retirement planner, clients can feel confident that they are making the right financial decisions for their future.

Galveston County, TX is undoubtedly the best place to get a retirement planner. With its diverse and thriving economy, the county offers a plethora of opportunities for retirees to invest and grow their wealth. The county's strategic location on the Gulf Coast also makes it a prime destination for retirees looking for a peaceful and serene environment to spend their golden years. Moreover, Galveston County boasts of a highly skilled and experienced team of retirement planners who are well-versed in the intricacies of retirement planning. These professionals are equipped with the latest tools and techniques to help retirees make informed decisions about their finances. From investment planning and tax management to estate planning and risk management, Galveston County's retirement planners have got you covered. So, if you're looking for a retirement planner who can help you navigate the complexities of retirement planning, look no further than Galveston County, TX.