Wealth Management in Harris County, TX

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List of Firms

Harris County, TX Wealth Management Firms

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Robare & Jones Wealth Management
4 out of 5
Location 20405 TX-249 #350, Houston, TX 77070, USA
Phone (281) 374-0756
Directions
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Mint Wealth Management
5 out of 5
Location 12807 Haynes Rd Building H, Houston, TX 77066, USA
Phone (281) 970-4200
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Texas Wealth Management LLC
Location 18333 Egret Bay Blvd # 600, Houston, TX 77058, USA
Phone (281) 333-3800
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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
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The MCC Wealth Management Group - UBS Financial Services Inc.
Location 4400 Post Oak Pkwy 17th Floor, Houston, TX 77027, USA
Phone (713) 940-2977
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Pennington Wealth Management - Ameriprise Financial Services, LLC
Location 11 Greenway Plaza Ste 3000, Houston, TX 77046, USA
Phone (713) 332-4422
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Financial Synergies Wealth Advisors
5 out of 5
Location 4400 Post Oak Pkwy STE 200, Houston, TX 77027, USA
Phone (713) 623-6600
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The Martin Wealth Management Group - UBS Financial Services Inc.
Location 750 Town and Country Blvd Suite 400, Houston, TX 77024, USA
Phone (713) 985-3450
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Texas First Investment Management | Wealth Management
Location 770 S Post Oak Ln # 340, Houston, TX 77056, USA
Phone (713) 877-9800
Directions
Wealth Management in Harris County, TX

Where Wealth Management Advisors in Harris County, TX Serve

Harris County, TX is a bustling county located in the southeastern part of Texas, known for its diverse culture, rich history, and vibrant economy. It is home to several landmarks that attract visitors from all over the world, including the Space Center Houston, the Houston Museum of Natural Science, and the Houston Zoo. The county is also home to some of the top employers in the state, such as ExxonMobil, Chevron, and the Texas Medical Center. Harris County is crisscrossed by a network of major highways and streets, including Interstate 10, Interstate 45, and the Sam Houston Tollway, making it easy to get around. The county is also home to several distinct neighborhoods, each with its own unique character and charm. From the upscale neighborhoods of River Oaks and Memorial to the trendy Montrose and Heights areas, there is something for everyone in Harris County. Despite its size and complexity, Harris County is a vibrant and welcoming community that offers something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Harris County, TX would benefit from a bank in numerous ways. Firstly, a bank can provide financial assistance to those who are struggling to make ends meet due to the high cost of living in the county. This is especially relevant since Harris County has a diverse population with varying income levels. Additionally, banks can offer loans and credit cards to residents who need financial support for major purchases or emergencies. Harris County is also home to several small businesses that would benefit from the services of a bank, such as business loans and merchant services. Lastly, banks can provide financial education and resources to residents to help them better manage their money and plan for their future. With a bank's assistance, the residents of Harris County can improve their financial stability and achieve their goals.

Insurance Broker

Residents of Harris County, TX could benefit from an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex and ever-changing insurance market, and find the best insurance policies that meet their specific needs. This is particularly important in Harris County, TX, where residents face a range of unique challenges, such as frequent natural disasters like hurricanes and floods. An insurance broker can help residents understand the different types of insurance coverage available, and help them choose policies that provide appropriate protection against these specific risks. Additionally, an insurance broker can help residents save money on insurance premiums by identifying discounts and other cost-saving opportunities that they may not be aware of. Overall, the expertise and guidance of an insurance broker can be invaluable to residents of Harris County, TX, helping them protect their homes, businesses, and assets against a range of risks and uncertainties.

Retirement Planning

Residents of Harris County, TX would greatly benefit from the expertise of a retirement planner. With the county being home to over 4.7 million people, the sheer number of individuals in need of financial guidance is staggering. A retirement planner can offer tailored advice on how to save for retirement, manage debt, and maximize social security benefits. Additionally, Harris County is known for its diverse population, with a large percentage of residents being immigrants. A retirement planner can provide guidance on how to navigate the complexities of retirement planning for those who may have unique cultural or language barriers. With the cost of living in Harris County being higher than the national average, it is crucial for residents to have a comprehensive retirement plan in place to ensure financial stability in their later years. A retirement planner can help residents make informed decisions about their finances and provide peace of mind for the future.

Financial Advisor

Residents of Harris County, TX can benefit greatly from the services of a financial advisor. With a population of over 4 million people, Harris County is the most populous county in Texas and the third-most populous county in the United States. As such, there are a wide range of financial issues that residents may face, from managing debt and saving for retirement to investing in real estate and planning for the future. A financial advisor can provide guidance and support in all of these areas, helping residents to make informed decisions that will benefit them in the long run. For example, a financial advisor can help residents to navigate the complexities of the local real estate market, which is known for its high demand and competitive pricing. They can also help residents to understand the tax implications of their investments, which can be particularly complex in a state like Texas that does not have a state income tax.

Mortgage Loan Officer

Residents of Harris County, TX could benefit from the expertise of a mortgage loan officer in a variety of ways. For instance, a mortgage loan officer could help residents navigate the complex and ever-changing housing market in Harris County, which is one of the most populous counties in the United States. With a population of over 4.7 million people, Harris County is home to a diverse range of communities, from bustling urban centers to quiet suburban neighborhoods. A mortgage loan officer could help residents understand the nuances of buying a home in Harris County, such as the impact of property taxes and the availability of government assistance programs. Additionally, a mortgage loan officer could help residents secure financing for their home purchase, whether through traditional loans or specialized programs like VA loans or FHA loans. Overall, working with a mortgage loan officer could help residents of Harris County achieve their dream of homeownership while navigating the unique challenges of the local housing market.

Tax Services

Residents of Harris County, TX can benefit from the services of a tax advisor in several ways. Firstly, a tax advisor can help them navigate the complex tax laws in Harris County, which are different from those in other parts of Texas. For example, Harris County has a higher sales tax rate than other counties, which can affect residents' purchasing decisions. Additionally, a tax advisor can help residents maximize their tax deductions and credits, which can result in significant savings. They can also provide guidance on estate planning and help residents minimize their tax liabilities when transferring assets to their heirs. Furthermore, a tax advisor can assist small business owners in Harris County with tax planning and compliance, ensuring that they remain in good standing with the IRS and other tax authorities. Overall, a tax advisor can be a valuable resource for residents of Harris County, helping them navigate the complex tax landscape and make informed financial decisions.

Estate Planning Lawyer

Residents of Harris County, TX can benefit greatly from the services of an estate planning lawyer. With the county's population exceeding 4 million, there is a great need for individuals to plan for their future and that of their loved ones. An estate planning lawyer can assist in drafting wills, trusts, and other legal documents that ensure assets are distributed according to the individual's wishes. Additionally, Harris County is prone to natural disasters such as hurricanes, flooding, and tornadoes. An estate planning lawyer can help residents prepare for these events by creating emergency plans and designating power of attorney. The complexity of the legal system can be daunting, and an estate planning lawyer can help navigate the intricacies of probate court and ensure that the individual's wishes are carried out. Overall, an estate planning lawyer can provide invaluable assistance to residents of Harris County in planning for their future and protecting their assets.

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