Wealth Management in Friendswood, TX

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List of Firms

Friendswood, TX Wealth Management Firms

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Edward Jones - Financial Advisor: Jesse L Esbeck
Location 1110 S Friendswood Dr Ste 104, Friendswood, TX 77546, USA
Phone (281) 993-4841
Directions
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Brian Stanford - TIAA Wealth Management Advisor
Location 6400 Fannin St Suite 2400, Houston, TX 77030, USA
Phone (866) 842-2951
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Merrill Lynch Wealth Management Advisor Duane Bolpa
Location 17225 El Camino Real Suite 200, Houston, TX 77058, USA
Phone (281) 212-9147
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Thompson Wealth Management
Location 2100 NASA Road 1, Seabrook, TX 77586, USA
Phone (281) 942-9155
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Wilson Wealth Advisors - Ameriprise Financial Services, LLC
Location 4111 Fairmont Pkwy Ste 108B, Pasadena, TX 77504, USA
Phone (281) 724-9612
Directions
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Centre Wealth Management
5 out of 5
Location 5252 Westchester Ave #118, Houston, TX 77005, USA
Phone (832) 582-8806
Directions
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Rexford Capital Wealth Management
Location 5420 Braeburn Dr, Bellaire, TX 77401, USA
Phone (713) 838-8383
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SEC File# 801-38245
CRD# 107639
Location 1400 Post Oak Blvd Suite 800, Houston, TX 77056, USA
Phone (713) 840-8880
Directions
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Edward Jones - Financial Advisor: Robert J Bozka
SEC File# 801-3297
CRD# 250
Location 307 S Friendswood Dr Suite B1, Friendswood, TX 77546, USA
Phone (281) 482-8730
Directions
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Pinebrook Wealth Strategies - Raymond James
5 out of 5
Location 711 Bay Area Blvd Ste 530, Webster, TX 77598, USA
Phone (281) 724-1078
Directions
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NEWBOULD WEALTH MANAGEMENT
Location 3730 Kirby Dr, Houston, TX 77098, USA
Phone (713) 328-4506
Directions
Wealth Management in Friendswood, TX

Where Wealth Management Advisors in Friendswood, TX Serve

Friendswood, TX is a charming city located in Galveston County, Texas. It is known for its beautiful parks, top-rated schools, and friendly community. One of the most popular landmarks in Friendswood is the Stevenson Park, which offers a variety of recreational activities for all ages. Another notable landmark is the Friendswood Heritage Museum, which showcases the city's rich history. The top employers in Friendswood include the Friendswood Independent School District, the City of Friendswood, and H-E-B grocery store. The city is also home to a variety of small businesses and local shops, which add to its unique charm. Major highways and streets in Friendswood include Interstate 45, FM 528, and FM 2351. These roads provide easy access to nearby cities such as Houston and Galveston. Some of the most popular neighborhoods in Friendswood include West Ranch, Sterling Creek, and Autumn Creek.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Friendswood, TX would be helped by a bank in several ways. Firstly, a bank could provide loans and mortgages to those looking to buy a home or start a business. This is particularly important in Friendswood, which has a growing population and a thriving economy. Secondly, a bank could offer savings and investment options to help residents plan for their future. With the cost of living in Friendswood being higher than the national average, it is crucial for residents to have access to financial tools that can help them save and grow their money. Additionally, a bank could provide financial education and resources to help residents make informed decisions about their money. This is especially important in a city like Friendswood, where many residents are entrepreneurs and small business owners who may need guidance on managing their finances. Overall, a bank can play an essential role in helping residents of Friendswood achieve their financial goals and build a secure future for themselves and their families.

Insurance Broker

Residents of Friendswood, TX can benefit from the services of an insurance broker in various ways. One of the most common ways is by helping them find the right insurance policies that meet their specific needs. For instance, since Friendswood is located in a hurricane-prone area, an insurance broker can help residents find comprehensive homeowners insurance that includes coverage for wind and flood damage. In addition, an insurance broker can help residents navigate the complex world of health insurance, finding policies that cover their specific medical needs and budget. Furthermore, an insurance broker can assist residents in finding the best auto insurance policies that provide adequate coverage for their vehicles and protect them from financial losses in case of an accident. Overall, an insurance broker can provide valuable guidance and support to residents of Friendswood, TX, helping them make informed decisions about their insurance needs.

Retirement Planning

Residents of Friendswood, TX can greatly benefit from the services of a retirement planner. With its population of over 40,000 people, Friendswood is a thriving community that is home to many retirees who are looking to secure their financial future. A retirement planner can help these residents by providing them with personalized advice and guidance on how to save for retirement, maximize their social security benefits, and manage their investments. Additionally, with its proximity to Houston, Friendswood residents have access to a wide range of investment opportunities that a retirement planner can help them navigate. Whether it's planning for healthcare costs or creating a legacy for their loved ones, a retirement planner can provide the expertise and support that Friendswood residents need to achieve their financial goals and enjoy a comfortable retirement.

Financial Advisor

Residents of Friendswood, TX could benefit from the expertise of a financial advisor in a multitude of ways. For instance, given that Friendswood is a rapidly growing city with a strong economy, a financial advisor could help residents navigate the complexities of investing in the local real estate market. Additionally, with the cost of living in Friendswood being higher than the national average, a financial advisor could assist residents in creating a budget and developing a savings plan to achieve their financial goals. Furthermore, with the city being located near the Gulf of Mexico, a financial advisor could help residents prepare for potential natural disasters by creating an emergency fund and reviewing insurance policies. Overall, a financial advisor could provide invaluable guidance and support to residents of Friendswood, TX in achieving financial stability and success.

Mortgage Loan Officer

Residents of Friendswood, TX can greatly benefit from the services of a mortgage loan officer. These professionals can assist in securing a mortgage loan for the purchase of a new home or refinancing an existing one. With its prime location in Galveston County, Friendswood is a desirable place to live and work. However, the high cost of living and competitive housing market can make it difficult for residents to achieve their homeownership goals. A mortgage loan officer can provide guidance on the various loan options available and help residents navigate the complex process of securing a loan. Additionally, they can offer advice on improving credit scores and obtaining pre-approval for a loan, which can give residents a competitive edge in the housing market. Overall, the expertise of a mortgage loan officer can be invaluable to residents of Friendswood looking to achieve their dreams of homeownership.

Tax Services

Residents of Friendswood, TX could benefit from the services of a tax advisor in numerous ways. Firstly, a tax advisor can assist with the preparation and filing of tax returns, ensuring that all applicable deductions and credits are claimed. Additionally, a tax advisor can provide guidance on tax planning strategies, such as retirement contributions and charitable donations, to minimize tax liability. Given that Friendswood, TX is a rapidly growing city with a thriving business community, tax advisors can also provide invaluable assistance to small business owners, helping them navigate the complex tax laws and regulations that apply to their industry. Furthermore, with the recent changes to the tax code, a tax advisor can help residents of Friendswood, TX understand how these changes may impact their tax situation and provide advice on how to adjust their financial plans accordingly.

Estate Planning Lawyer

Residents of Friendswood, TX can benefit from the services of an estate planning lawyer in a variety of ways. The lawyer can assist with drafting wills, trusts, and other estate planning documents to ensure that a person's assets are distributed according to their wishes after they pass away. In Friendswood, where many residents own property and have substantial assets, an estate planning lawyer can help ensure that their assets are protected and passed on to their loved ones in the most efficient and tax-effective manner possible. Additionally, an estate planning lawyer can help with the complex process of probate, which can be especially challenging in Texas due to the state's unique probate laws. By working with an experienced estate planning lawyer, residents of Friendswood can have peace of mind knowing that their assets are in good hands and their wishes will be carried out after they pass away.

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