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5 Star Financial Planners Pre-Qualified Experienced Planners
www.AdvisorWorld.com
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Find a Financial Planner
Free Service to Connect You with the Right Qualified Finance Planner
www.MoneyManager.com/Financial
Free Service to Connect You with the Right Qualified Finance Planner
www.MoneyManager.com/Financial
Hennion & Walsh
Fee-Based Asset Management And Institutional-Quality Service.
www.HennionAndWalsh.com
Fee-Based Asset Management And Institutional-Quality Service.
www.HennionAndWalsh.com
Finance Planning
Launch Your Career Today With A Certificate In Financial Planning.
www.KapContinuing.com
Launch Your Career Today With A Certificate In Financial Planning.
www.KapContinuing.com
Financial Planning
Growing hardwood trees for harvest is "a near perfect" investment.
tropicalhardwoods.com
Growing hardwood trees for harvest is "a near perfect" investment.
tropicalhardwoods.com
Independent Broker/Dealer
Where Fee and Commissions Intersect Want to See How You Can Have Both?
JoinCIR.com
Where Fee and Commissions Intersect Want to See How You Can Have Both?
JoinCIR.com
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A-Z Financial Planners in Texas Provider Directory
A
Adell, Harriman & Carpenter
Provider of fee-only investment and financial counseling services.
www.ahcinvest.com
Provider of fee-only investment and financial counseling services.
www.ahcinvest.com
Allied Business Services
Provider of group health and life insurance, welfare benefit plans, pension and profit sharing and 401(k) plans, business and individual life insurance, annuities and retirement planning, individual and group disability income and major medical ...
www.alliedbusinessinc.com
Provider of group health and life insurance, welfare benefit plans, pension and profit sharing and 401(k) plans, business and individual life insurance, annuities and retirement planning, individual and group disability income and major medical ...
www.alliedbusinessinc.com
Annuity Financial Services
Provider of full-service programs for the professional in the financial service arena.
www.annuityfinancial.com
Provider of full-service programs for the professional in the financial service arena.
www.annuityfinancial.com
Austin Asset Management Company
Provider of comprehensive financial planning and investment advisory services for a fee.
www.austinassetmanagement.com
Provider of comprehensive financial planning and investment advisory services for a fee.
www.austinassetmanagement.com
B
Barrington Financial Advisors
Provider of comprehensive financial planning for the purpose of assisting clients accumulate and conserve capital in order to retire, pay less taxes, educate their children and protect their assets from investment risk and inflation.
www.barringtonfinancial.com
Provider of comprehensive financial planning for the purpose of assisting clients accumulate and conserve capital in order to retire, pay less taxes, educate their children and protect their assets from investment risk and inflation.
www.barringtonfinancial.com
Benjes & Benjes
Provider of a variety of fee-only financial planning services to businesses and individuals.
www.benjesfinancialplanning.com
Provider of a variety of fee-only financial planning services to businesses and individuals.
www.benjesfinancialplanning.com
Beacon Financial Advisors
Provider of a variety of financial planning services for businesses and individuals.
www.bfaltd.com
Provider of a variety of financial planning services for businesses and individuals.
www.bfaltd.com
Boda Financial & Investment Services
Provider of a variety of financial planning services to businesses and individuals.
www.bodafinancial.com
Provider of a variety of financial planning services to businesses and individuals.
www.bodafinancial.com
Briaud Financial Services
Fee-only financial advisory firm that specializes in providing complete personal financial planning and investment management services.
www.briaud.com
Fee-only financial advisory firm that specializes in providing complete personal financial planning and investment management services.
www.briaud.com
C
Cain Watters & Associates, PC
Provider of financial services, monitoring, consultation and planning services for newly formed and established companies.
www.cainwatters.com
Provider of financial services, monitoring, consultation and planning services for newly formed and established companies.
www.cainwatters.com
Butcher, Escamilla & Company
Provider of real estate investment and finance, corporate finance, investment banking and international business services.
www.capital-plus.com
Provider of real estate investment and finance, corporate finance, investment banking and international business services.
www.capital-plus.com
Capital Advisory Group
Provider of a variety of financial planning, investment and insurance services.
www.capitaladvisorygroup.com
Provider of a variety of financial planning, investment and insurance services.
www.capitaladvisorygroup.com
Capital Markets Group
Provider of corporate finance, management buyouts and mergers and acquisition services.
www.capitalmarketsgroup.com
Provider of corporate finance, management buyouts and mergers and acquisition services.
www.capitalmarketsgroup.com
Cumbie Advisory Services
Independent personal financial planning and investment advisory organization.
www.cumbieadvisory.com
Independent personal financial planning and investment advisory organization.
www.cumbieadvisory.com
Cummer Moyers
Provider of financial planning services, investment advisory services, tax investment sevices, estate planning, and long term care insurance.
www.cummermoyers.com
Provider of financial planning services, investment advisory services, tax investment sevices, estate planning, and long term care insurance.
www.cummermoyers.com
D
Decker & Associates, Inc.
Provider of financial counseling, motivating and educational workshops, and innovative financial planning software.
www.deckerusa.com
Provider of financial counseling, motivating and educational workshops, and innovative financial planning software.
www.deckerusa.com
Merit Software Concepts, Inc.
Developer of a financial planning software suite, including Financial Strategies(tm), Financial Independence(tm), Life Insurance Planner(tm), Estate Planner(tm) and Retirement(tm); Future Focus(tm), a customized corporate benefits communication ...
www.deckerusa.com
Developer of a financial planning software suite, including Financial Strategies(tm), Financial Independence(tm), Life Insurance Planner(tm), Estate Planner(tm) and Retirement(tm); Future Focus(tm), a customized corporate benefits communication ...
www.deckerusa.com
E
Wealth Management Advisors
Provider of financial planning services for retirees, business owners and professionals.
www.ewealthadvisors.com
Provider of financial planning services for retirees, business owners and professionals.
www.ewealthadvisors.com
F
Fries Financial Services
Provider of a variety of financial planning services for businesses and individuals.
www.friesfinancial.com
Provider of a variety of financial planning services for businesses and individuals.
www.friesfinancial.com
Frontier Investment Management
Provider of management services to the individual investor from a complete investment process prospective.
www.frontierinvest.com
Provider of management services to the individual investor from a complete investment process prospective.
www.frontierinvest.com
FTP Consulting Services
Provider of financial planning services for clients in Western Europe, Australia, Canada, Mexico and the US.
www.ftpconsulting.com
Provider of financial planning services for clients in Western Europe, Australia, Canada, Mexico and the US.
www.ftpconsulting.com
G
GC Companies
Provider of commercial, residential, personal, life and health insurance consulting services.
www.gccompanies.com
Provider of commercial, residential, personal, life and health insurance consulting services.
www.gccompanies.com
Global Financial Services
Provider of a variety of financial planning services for businesses and individuals.
www.globalhou.com
Provider of a variety of financial planning services for businesses and individuals.
www.globalhou.com
H
Hamilton Lewis Capital Management
Provider of financial planning advice and investment management for individuals.
www.hlcm.com
Provider of financial planning advice and investment management for individuals.
www.hlcm.com
Hill Long & Company
Provider of tax, accounting and business consulting to individuals and closely held businesses.
www.hlco.net
Provider of tax, accounting and business consulting to individuals and closely held businesses.
www.hlco.net
Houston Asset Management
Provider of financial planning services and investment programs to individuals and institutions.
www.houstonassetmgmt.com
Provider of financial planning services and investment programs to individuals and institutions.
www.houstonassetmgmt.com
Strategic Financial Advisors
Provider of financial planning services for residents of Florida, Louisiana and Texas.
www.houstonstrategic.com
Provider of financial planning services for residents of Florida, Louisiana and Texas.
www.houstonstrategic.com
I
International Capital
Provider of a variety of real estate investment and property management services.
www.international-capital.com
Provider of a variety of real estate investment and property management services.
www.international-capital.com
IFS Group
Provider of a variety of financial planning services for businesses and individuals.
www.intersecurities-tx-ok.com
Provider of a variety of financial planning services for businesses and individuals.
www.intersecurities-tx-ok.com
J
Jack Sisk & Co.
Provider of a variety of financial planning services for businesses and individuals.
www.jacksiskco.com
Provider of a variety of financial planning services for businesses and individuals.
www.jacksiskco.com
First Dallas Financial Group
Provider of a variety of financial planning services to businesses and individuals.
www.jimalmond.com
Provider of a variety of financial planning services to businesses and individuals.
www.jimalmond.com
J. K. Financial
Provider of fee-based portfolio management, tax and estate planning services.
www.jkfinancialinc.com
Provider of fee-based portfolio management, tax and estate planning services.
www.jkfinancialinc.com
K
Knight Financial Services
Provider of comprehensive financial planning services.
www.knightfinancial.com
Provider of comprehensive financial planning services.
www.knightfinancial.com
M
Matthews Financial Services
Investment advisory firm specializing in investment and retirement planning for individuals, corporations, and trusts.
www.mattfin.com
Investment advisory firm specializing in investment and retirement planning for individuals, corporations, and trusts.
www.mattfin.com
Maxwell Financial Services, Inc.
Provider of fee based financial planning services.
www.maxwellfinancial.com
Provider of fee based financial planning services.
www.maxwellfinancial.com
Miller Green Financial Group
Provider of financial advisory services including tax, investment, business, retirement, and estate planning.
www.miller-green.com
Provider of financial advisory services including tax, investment, business, retirement, and estate planning.
www.miller-green.com
Mary Jane Dixon, CPA, CFP
Provider of tax preparation, bookkeeping and accounting services.
www.mjdixoncpa.com
Provider of tax preparation, bookkeeping and accounting services.
www.mjdixoncpa.com
Money Methods Inc.
Registered investment advisor firm specializing in client services, portfolio management, financial planning strategies, and tax services.
www.moneymethods.com
Registered investment advisor firm specializing in client services, portfolio management, financial planning strategies, and tax services.
www.moneymethods.com
Green White Advisors
Financial planning company offering a choice of full-range of products and services designed to meet short and long-term financial objectives.
www.moneysmart.com
Financial planning company offering a choice of full-range of products and services designed to meet short and long-term financial objectives.
www.moneysmart.com
Martuci, Walker & Associates
Financial planning firm which develops needs based financial solutions for individuals and small business owners.
www.mwaplanner.com
Financial planning firm which develops needs based financial solutions for individuals and small business owners.
www.mwaplanner.com
N
Neider Financial Consultants
Provider of a full range of financial planning and consulting services.
www.neider.com
Provider of a full range of financial planning and consulting services.
www.neider.com
P
R
Resource Consulting Group
Provider of financial planning products and services including investment, tax, retirement and estate plans.
www.rcgwealthplan.com
Provider of financial planning products and services including investment, tax, retirement and estate plans.
www.rcgwealthplan.com
S
Southwest Business Insurance Agency, Inc.
Provider of insurance, tax, real estate, and financial planning strategies to individuals, businesses, accountants, attorneys, insurance agents and agencies.
www.sbcia.com
Provider of insurance, tax, real estate, and financial planning strategies to individuals, businesses, accountants, attorneys, insurance agents and agencies.
www.sbcia.com
Spear Financial
Provider of financial planning and investment services and products.
www.spearfinancial.com
Provider of financial planning and investment services and products.
www.spearfinancial.com
Strait Financial Services
Provider of bookkeeping, payroll, consulting, and tax preparation and planning services.
www.straitfinancial.com
Provider of bookkeeping, payroll, consulting, and tax preparation and planning services.
www.straitfinancial.com
Strategic Wealth Management
Comprehensive financial services firm which provides a wide range of quality insurance and investment products.
www.strategicwealthmgmt.com
Comprehensive financial services firm which provides a wide range of quality insurance and investment products.
www.strategicwealthmgmt.com
Wilshire Financial
Provider of financial planning services to individuals, private businesses, law firms and accounting firms.
www.wilshirefinancial.com
Provider of financial planning services to individuals, private businesses, law firms and accounting firms.
www.wilshirefinancial.com
Y
Yeiter & Company
Provider of bookkeeping, tax preparation, consulting and entity analysis services.
www.yeiter.com
Provider of bookkeeping, tax preparation, consulting and entity analysis services.
www.yeiter.com
Find a Financial Planner
Free, independent directory matches you with 5 Star planners near you.
www.paladinregistry.com
Free, independent directory matches you with 5 Star planners near you.
www.paladinregistry.com
Need A Financial Planner?
Connect with financial planners ideally suited to serve your needs.
www.wiseradvisor.com
Connect with financial planners ideally suited to serve your needs.
www.wiseradvisor.com
