Houston, TX Financial Planning

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YP - The Real Yellow PagesSM - helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local Yellow Pages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. “Preferred” listings, or those with featured website buttons, indicate YP advertisers who directly provide information about their businesses to help consumers make more informed buying decisions. YP advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.

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3. Beyond Financials

5408 Darling St Unit AHouston, TX 77007

(713) 677-3208
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4. Frost - Northwest Crossing

13191 Northwest FwyHouston, TX 77040

(713) 388-7600

From Business: Texas roots. World-class service. From banking and insurance to all your investment needs, Frost is here for you. Literally. If you're in Texas, chances are there's a Frost nearby with folks you can trust to navigate you through any financial decision, no matter how simple or complicated. And because we put people first, y…

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5. Ameriprise Financial

815 Walker St Ste 1403Houston, TX 77002

(713) 559-4261
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Charles Schwab

6. Charles Schwab

5346 Westheimer RdHouston, TX 77056

(713) 499-6638
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7. Wealth Development Strategies LLC

4203 Montrose Blvd Ste 500Houston, TX 77006

(713) 561-8100

From Business: Wealth Development Strategies LLC, whose history dates back to 1969, is a true reflection of Houston, Texas and its rich and diverse culture. We offer comprehensive financial planning services, as well as other investment advisory services* to both individuals and business professionals. Our associates have the expertise, …

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Bank of Texas

8. Bank of Texas

5500 KirbyHouston, TX 77005

(713) 218-2259

From Business: We offer competitive banking services, credit solutions, financial planning and investment services for individuals, small businesses and institutions.

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Bank of Texas

9. Bank of Texas

14098 Northwest FwyHouston, TX 77040

(713) 462-1320

From Business: We offer competitive banking services, credit solutions, financial planning and investment services for individuals, small businesses and institutions.

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Tri-Star Financial

10. Tri-Star Financial

5718 Westheimer Rd Ste 950Houston, TX 77057

(713) 735-9200
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11. Rapid Settlements LTD

(7)

5051 Westheimer Rd Ste 1875Houston, TX 77056

(713) 850-0550

I was in a transaction with J. G. Wentworth for the sum of $5,000.00. As it went on, I was told that my take home pay would only be $2,800.00. I then canceled the transaction approximately a year or so ago. I have since then started a transaction with RSL Funding, and at this point am very satis…

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12. Houston Asset Management Inc

BBB Rating: A+

1800 West Loop South, Suite 1980Houston, TX 77027

(713) 629-1534

From Business: *Bob Frater, CFP® *Christopher M. Brown, CFP® *Robert H. Hampton, CFP® *N. Rich Welsh, CFP® *Richard Hollis MBA Securities offered through SagePoint Financial, Inc., member FINRA/SIPC. Investment advisory services offered through Houston Asset Management, Inc., a registered investment advisor not affilitated with SagePoint…

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Houston Wealth Management

13. Houston Wealth Management

BBB Rating: A+

1035 Dairy Ashford Rd Ste 222Houston, TX 77079

(281) 372-8410

From Business: Houston Wealth Management is a dynamic independent financial planning and investment management firm based in the Energy Corridor district of Houston, Texas. We provide fee-only services for clients in the Houston area and throughout Texas. At Houston Wealth Management, our clients trust us to be a resource of information,…

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14. Merrill Lynch Wealth Management

BBB Rating: A+

580 Westlake Park Blvd Ste 1630Houston, TX 77079

(281) 493-4224

From Business: Welcome to Merrill Lynch in Houston, TX. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute sol…

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15. The Goff Financial Group

BBB Rating: A+

11 Greenway Plz Ste 1425Houston, TX 77046

(713) 850-8900
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16. Crown Financial

BBB Rating: A+

16420 Park Ten PlHouston, TX 77084

(281) 646-2905
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17. Sustain Wealth Advisors

BBB Rating: A+

11777 Katy Fwy Ste 340Houston, TX 77079

(281) 496-8000

From Business: We're your premier asset management financial advisor in Houston, TX. If you need retirement planning, financial advice or investments, we've got your financial help. Call us today at 281-496-8000.

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18. Financial Synergies Wealth Advisors

BBB Rating: A+

4265 San Felipe St Ste 1450Houston, TX 77027

(713) 623-6600
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Amerisource Funding Inc

19. Amerisource Funding Inc

BBB Rating: A+

7225 Langtry St Ste 100Houston, TX 77040

(713) 863-8300
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Vision Based Planning

20. Vision Based Planning

BBB Rating: A

3310 Katy Fwy Ste 340Houston, TX 77007

(713) 454-7997
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21. PartnersInWealth, Inc.

BBB Rating: A+

3400 Bissonnet St Ste 145Houston, TX 77005

(713) 964-4028
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22. Preserve First

BBB Rating: A+

4400 Post Oak PkwyHouston, TX 77027

(832) 320-3311
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23. Linscomb & Williams

BBB Rating: A+

1400 Post Oak Blvd Ste 1000Houston, TX 77056

(713) 840-1000
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24. Wealth Enhancement Group

BBB Rating: A+

1800 S Loop WHouston, TX 77054

(713) 400-8000
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25. The Settlement Alliance

BBB Rating: A+

5847 San Felipe St Ste 4550Houston, TX 77057

(800) 464-2500
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26. Merchants Group

BBB Rating: A+

8303 Southwest Fwy Ste 855Houston, TX 77074

(713) 981-5500
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27. Silver Oak Financial Group

BBB Rating: A+

10260 Westheimer Rd Ste 210Houston, TX 77042

(713) 830-6315
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28. Wealth Creation Concepts

BBB Rating: A+

12727 Featherwood Dr Ste 119Houston, TX 77034

(281) 481-0872
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29. Compass Pointe Financial

BBB Rating: A+

14811 Saint Marys Ln Ste 175Houston, TX 77079

(281) 584-0700
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30. Kac Financial Services

BBB Rating: A+

14825 Saint Marys Ln Ste 250Houston, TX 77079

(832) 230-8095
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Helpful Reviews 
George Joe Kurka - Ameriprise Financial Services, Inc.
Earle B. rated

Jeffrey Vanover's email footer includes:"Ask me how the Confident Retirement® approach can help you meet your future with confidence."He has left me anything but confident. We had a good plan worked out but he switched it on me. Now I'm retired and find that my foundation account had been changed to over 77% high-risk items from the muni bond funds we agreed on. He gave me a 31% loss in two months a high-risk oil stock.What he had done was schedule a lunch meeting with me, show up half an hour late, and ask me to sign some forms. Being in a hurry to get back to the office (I worked for a few more months) I foolishly trusted him when he said it was just a internal thing to give him more freedom in managing the account. As I drove off I thought it was funny he hadn't given me a copy. But certainly I could trust Jeffrey. That cost me $4,300 last year and more this year.I asked Ameriprise if they had a process for dealing with problem agents. They offered to refer me to another.

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