Houston Financial Planners

HOUSTON, TX

474

Financial Planners are in Houston

Houston Financial Planners are TOP RATED

Zip code:

Join Now

Angie's List has trusted reviews

on Houston Financial Planners

"... experience. dan was very available to us. we asked a billion questions and he remained patient with both me and my husband. he found us a great car for below the msrp, and his service, cost us nothing...."

"... and very knowledgeable, and they did a good job with the filing...."

View More Houston Financial Planners

Access to trusted reviews, the best Financial Planners and exclusive discounts!

Memberships allow Angie’s List to certify that all reviews are real reviews from real members—no fake, bogus, or anonymous reviews here!
Members can choose from tons of deals and discounts for projects they need to do, like 30% off exterior home painting!
Businesses can’t pay to be on Angie’s List, which means they can’t buy their way to better ratings.
If a project goes badly, Angie’s List has a complaint resolution team standing by to help you.

Houston Financial Advising Articles

8 retirement investment planning missteps to avoid

Some classic missteps in financial planning plague retirees. Calling them “mistakes” may be a bit harsh, yet whether they result from ignorance or fate, we need to be aware of them as we plan for retirement.

How to choose the right financial planner

A financial planner can help you protect your family's assets and achieve long-term goals such as retirement and college savings. (Photo by Chris Liphart)

Before you hire a financial planner, be sure you know what you want to achieve. Take the time to interview potential candidates, know how they’re paid, check their credentials and get and check references.

Why hire a financial planner?

A financial planner can help you examine the realities and possibilities of retirement, no matter whether you're self-employed, work for an employer, have retirement benefits or are on your own.

Don't get buried by funeral planning scams

The average funeral costs more than $4,000 - avoid costly mistakes and make sure your final investment is sound.

Angie's List In The Press

Houston Financial Planners Reviews

"... with him has been excellent. he isn't aggressive about trying to make me do a lot of transactions to benefit himself. he has been very beneficial to me...."