Houston Financial Advisors

in Houston, TX

Financial Advising Reviews in Houston

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I have used
for years for multiple accounting issues, both business and personal. I was lucky enough to find her, after I got non-personal service from one of the "big" CPA firms in town.If you are looking for personal attention, excellent advise, and service delivered in a timely manner this is the person for you. This lady knows her craft inside out, she will guide you through YOUR needs with the best options available.
- Joseph W.
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I has gone very well, they came to my office picked up my receipts and income statements. Provided timely service by installing and updating Quickbooks with my data. Filed all accurate corporation tax forms I needed. Very informational concerning business planning and financial structuring.
- Khalid K.

Houston Financial Advising Articles

Financial Advising reviews in Houston

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I learned I was being audited by the IRS for past returns. I hired a lawyer who in turn referred me to Pat so that I could have all the returns that were being audited redone. I was in full panic mode as I had almost no records. Pat walked me through the entire process from beginning to end. She sent me daily emails letting me know what I needed and how to get it. She pulled up past tax records for me and put together the books and records that the IRS requires. Most importantly she kept me calm and on task. Pat was absolutely fantastic. Knowing what I know now I would have skipped the lawyer altogether and gone straight to Pat with my IRS issues. She is an enrolled agent and I believe could have handled the situation just as well as the lawyer I hired. If you live in or near
Houston Financial Planners Provider Name Locked
and have ANY tax issues whether they be normal tax preparation or IRS audits call Pat. Pat will be handling all my returns from now on.
- Michael C.
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Mostly all of the things I do with them is all over the internet. I have a retirement account, a stock account, and a regular brokerage account. With the
Houston Financial Planners Provider Name Locked
, you have to take out a certain amount once you turn 65, so I just invest that into the regular brokerage account. My interactions with them are very good, they are very friendly and eager to help, they get right on it. I would use them again.
- Joseph W.
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I went to
Houston Financial Planners Provider Name Locked
in 2000 when I retired and he invested my retirement accounts and
Houston Financial Planners Provider Name Locked
money. I paid a fee of around $750 for the initial financial review. He looked at all my finances, including insurance, net worth, investments, etc, and made recommendations. After discussing my preferences he invested my money in a diversified portfolio. Since then, he has managed the portfolio, occasionally recommending an adjustment, and seeking to reduce fees and taxes. I am able to call or come in to his office to discuss financial questions with no additional fees (except for the management fees he gets from the accounts). He also advised me on handling my father's finances for no additional fee.
Houston Financial Planners Provider Name Locked
is a CFP, CPA, and has a BBA and MBA. He has been named to a list of top US financial advisors several times. He and his staff have always been accessible and responsive, and are quick to return phone calls.
- Ruth C.
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When my husband died unexpectedly my world turned upside down. I was so afraid of who to trust with investing and protecting my money. I interviewed several companies but once I met with the three principals with sweetwater financial (
Houston Financial Planners Provider Name Locked
,
Houston Financial Planners Provider Name Locked
&
Houston Financial Planners Provider Name Locked
) I knew I was home. These are wonderful, christian men who s business is based on biblical principals. They are wise and thoughtful. They understood my fears and tears. I have had great investment returns on my money, but most of all, complete peace of mind knowing that they are protecting me and making plans daily for my financial future. I feel very blessed and grateful.
- RITA K.
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With my 42 years experience dealing with
Houston Financial Planners Provider Name Locked
, they are polite, very professional, knowledgeable, and driven. Their customer-focus is without peer. And, by the way, they also happen to be the most cost effective folks out there!


- Mark E.
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All Financial Planners in Houston, TX

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

A G EDWARDS & SONS INC

600 TRAVIS ST
Houston, TX

A G EDWARDS & SONS INC

1990 POST OAK BLVD
Houston, TX

A G EDWARDS & SONS INC

1110 N LOOP 336 W
Conroe, TX

A G EDWARDS & SONS INC

4 KINGWOOD PL
Humble, TX

A G EDWARDS & SONS INC

900 ROCKMEAD DR
Humble, TX

A G EDWARDS & SONS INC

8500 CYPRESSWOOD DR
Spring, TX

A G EDWARDS & SONS INC

1330 LAKE ROBBINS DR
Spring, TX

A G EDWARDS & SONS INC

830 S MASON RD
Katy, TX

A G EDWARDS & SONS INC

77 SUGAR CREEK CTR BLVD
Sugar Land, TX

A G EDWARDS & SONS INC

PO Box 538
Santa Fe, TX

A G EDWARDS & SONS INC

107 PARKING WAY ST
Lake Jackson, TX

A G EDWARDS PUBLIC FINANCE

2000 POST OAK BLVD
Houston, TX

A+ Tax Service

2139 Ave G Ste 1
Bay City, TX

AAA Credit Repair Services

26734 I-45 North
Spring, TX

ABSHIER WEBB & DONNELLY

2500 CITYWEST BLVD
Houston, TX

Advanced Processing & Services

10567 Veterans Memorial Drive
Houston, TX

ADVANTAGE CAPITAL CORP

16420 PARK TEN PL
Houston, TX

AEGIS ENERGY ADVISORS CORP

440 LOUISIANA ST
Houston, TX

Aetna TRS Care

PO Box 981106
El Paso, TX

AFFILIATED MARKETING

4800 Sugar Grove Blvd Ste 350
Stafford, TX
Houston Zip Codes

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