Wealth Management in Brazoria County, TX

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List of Firms

Brazoria County, TX Wealth Management Firms

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E C Wealth Management
Location 121 E Myrtle St, Angleton, TX 77515, USA
Phone (979) 849-4700
Directions
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Derrick Dees - Raymond James
Location 113 N Velasco St, Angleton, TX 77515, USA
Phone (979) 849-5220
Language https://www.raymondjames.com/derrickdees
Directions
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Securities America Inc
Location 1220 N Velasco St, Angleton, TX 77515, USA
Phone (979) 849-2409
Language https://www.securitiesamerica.com/
Directions
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Edward Jones - Financial Advisor: Jim Stubbs Jr, AAMS®
SEC File# 801-3297
CRD# 250
Location 216 S 17th St, West Columbia, TX 77486, USA
Phone (979) 345-2980
Language https://www.edwardjones.com/us-en/financial-advisor/jim-stubbs
Directions
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Merrill Lynch Wealth Management
Location 210 Lake Rd, Lake Jackson, TX 77566, USA
Phone (979) 230-2139
Language https://www.local.ml.com/LAKE_JACKSON
Directions
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Wilson Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 130 Parking Way St, Lake Jackson, TX 77566, USA
Phone (281) 724-9612
Language https://www.ameripriseadvisors.com/team/wilson-wealth-advisors/contact?cid=IP_local_google
Directions
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Edward Jones - Financial Advisor: Raymond L Schiller
SEC File# 801-3297
CRD# 250
Location 209 E Mulberry St Suite 210, Angleton, TX 77515, USA
Phone (979) 848-0382
Language https://www.edwardjones.com/us-en/financial-advisor/raymond-schiller
Directions
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Helios Wealth Advisors, LLC
Location 8703 Broadway St # 111, Pearland, TX 77584, USA
Phone (713) 893-0070
Language http://www.helioswealth.com/
Directions
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Bullogic Wealth Management
5 out of 5
Location 3571 Mustang Ridge Ln, Pearland, TX 77584, USA
Phone (832) 543-8890
Language http://bullogicwealth.com/
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
Language https://fa.ml.com/texas/lake-jackson/polemenakos_group
Directions
Wealth Management in Brazoria County, TX

Where Wealth Management Advisors in Brazoria County, TX Serve

Brazoria County, located in the heart of Texas, is a vibrant and diverse area that boasts a rich history and a wealth of attractions. From the towering oak trees that line its streets to the sprawling beaches that dot its coastline, this county is a true gem of the Lone Star State. At the heart of Brazoria County lies the city of Angleton, which serves as the county seat and is home to a number of notable landmarks, including the Brazoria County Courthouse and the Angleton Library. Other popular attractions in the area include the Brazoria National Wildlife Refuge, the Gulf Coast Bird Observatory, and the Brazosport Center for the Arts and Sciences. As far as employment opportunities go, Brazoria County is home to a number of top employers, including Dow Chemical, BASF, Phillips 66, and the Brazosport Independent School District. These companies provide jobs for thousands of residents and contribute significantly to the local economy.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Brazoria County, TX would greatly benefit from having a bank that offers a wide range of financial services. With the county's booming economy and growing population, a reliable and trustworthy financial institution can help individuals and businesses manage their finances effectively. Specifically, a bank can provide loans for small businesses and entrepreneurs looking to start or expand their operations in the county. This can lead to job creation and economic growth, which is crucial for the county's development. Additionally, banks can offer various types of accounts and investment options to help residents save for their future and plan for retirement. With the county's diverse population, banks can also provide multilingual services to cater to the needs of non-English speakers. Overall, having a strong banking presence in Brazoria County can contribute to the county's prosperity and enhance the quality of life for its residents.

Insurance Broker

Residents of Brazoria County, TX can benefit greatly from the services of an insurance broker. With the county being home to a diverse range of industries, including agriculture, petrochemicals, and manufacturing, there are many risks that residents face on a daily basis. An insurance broker can help residents navigate the complex world of insurance and find policies that provide the coverage they need at a price they can afford. For example, a broker can help farmers in Brazoria County find insurance policies that cover crop damage from hurricanes and floods, which are common occurrences in the area. Additionally, a broker can help petrochemical workers find policies that cover the risks associated with working in a hazardous environment. With the help of an insurance broker, residents of Brazoria County can rest assured that they are protected against the unexpected.

Retirement Planning

Residents of Brazoria County, TX can benefit greatly from the services of a retirement planner. With its diverse population and growing economy, the county presents unique challenges and opportunities for those planning their retirement. A retirement planner can help residents navigate the complex world of retirement planning, including strategies for maximizing Social Security benefits, managing investments, and creating a comprehensive retirement income plan. In addition, a retirement planner can help residents navigate the specific challenges of living in Brazoria County, such as the impact of the oil and gas industry on the local economy and the challenges of planning for retirement in a region prone to natural disasters like hurricanes. By working with a retirement planner, residents of Brazoria County can feel confident that they are making informed decisions that will help them achieve their retirement goals and enjoy a secure financial future.

Financial Advisor

Residents of Brazoria County, TX would benefit from the guidance of a financial advisor in a multitude of ways. With the county's economy heavily reliant on the petrochemical industry, a financial advisor could assist individuals in diversifying their investment portfolios to mitigate the risks associated with such a volatile market. Additionally, with the county's population projected to grow by 20% over the next decade, a financial advisor could help residents plan for the long-term financial implications of such growth, including potential increases in property taxes and cost of living. Furthermore, with the county's proximity to the Gulf of Mexico and susceptibility to natural disasters, a financial advisor could aid residents in developing emergency savings plans and insurance strategies to protect against unforeseen circumstances. Overall, the unique economic and demographic characteristics of Brazoria County make the guidance of a financial advisor invaluable to its residents.

Mortgage Loan Officer

Residents of Brazoria County, TX can benefit from a mortgage loan officer in numerous ways. For starters, these professionals can assist in finding the best mortgage rates and loan options available, making it easier for residents to purchase their dream homes. Moreover, mortgage loan officers can also help residents navigate the complex and often confusing mortgage application process, providing guidance and support every step of the way. With Brazoria County being home to a diverse population and a thriving economy, mortgage loan officers can help residents from all walks of life secure the financing they need to achieve their homeownership goals. Whether it's a first-time buyer looking to enter the market or a seasoned homeowner looking to refinance, a mortgage loan officer can provide the expertise and resources necessary to make the process as smooth and stress-free as possible.

Tax Services

Residents of Brazoria County, TX can benefit from the services of a tax advisor in numerous ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations in the county, which can be particularly challenging for those who are self-employed or own small businesses. Additionally, a tax advisor can assist residents in identifying tax credits and deductions that they may be eligible for, such as the Homestead Exemption, which provides property tax relief to homeowners in the county. Furthermore, a tax advisor can help residents plan for their financial future by providing advice on retirement planning, estate planning, and investment strategies. With the help of a tax advisor, residents of Brazoria County can ensure that they are making informed decisions about their finances and minimizing their tax liability.

Estate Planning Lawyer

Residents of Brazoria County, TX can benefit from the services of an estate planning lawyer in a multitude of ways. With its rapidly growing population and booming economy, Brazoria County has become a hub for businesses and families alike. However, with this growth comes the need for proper estate planning to protect one's assets and ensure that their wishes are carried out after they pass away. An estate planning lawyer can assist residents of Brazoria County in creating wills, trusts, and other legal documents that will provide peace of mind and security for their loved ones. Additionally, with the county's proximity to the Gulf of Mexico and the potential for natural disasters, an estate planning lawyer can help residents prepare for unforeseen circumstances by creating emergency plans and ensuring that their assets are protected in the event of a disaster. Overall, the services of an estate planning lawyer can provide invaluable assistance to residents of Brazoria County, allowing them to plan for the future and protect their assets for generations to come.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Brazoria County, TX can provide a range of wealth management services to clients seeking to grow and protect their assets. From investment management to estate planning and retirement planning, a skilled wealth manager can help clients navigate the complex financial landscape and make informed decisions about their money. One specific aspect of wealth management that is particularly relevant to Brazoria County is the management of oil and gas assets. As a major hub for the oil and gas industry, Brazoria County is home to many individuals and families with significant holdings in these industries. A skilled wealth manager can help clients optimize their oil and gas investments, navigate the tax implications of these assets, and develop a comprehensive wealth management plan that takes into account the unique opportunities and challenges of this industry. With their expertise and deep understanding of the local financial landscape, a wealth manager in Brazoria County can help clients achieve their financial goals and build a secure financial future.

Brazoria County, TX is undoubtedly the best place to get a wealth manager. With its booming economy and diverse population, it offers a wealth of opportunities for investors looking to grow their wealth. The county's strategic location along the Gulf Coast provides access to a wide range of industries, including petrochemicals, healthcare, and aerospace. Its strong workforce and low cost of living make it an attractive destination for businesses, which in turn, drives economic growth. In such a dynamic environment, it is crucial to have a wealth manager who can navigate the complexities of the market and provide sound investment advice. With its abundance of financial experts and wealth management firms, Brazoria County is the ideal place to find a professional who can help you achieve your financial goals.