The 20 Best Certified Financial Planners in Houston

Oak Harvest Financial Group is a renowned financial planner in Houston, TX that offers a wide range of services to help individuals secure their financial future. With a ranking of 4.9 based on 48 reviews, customers have shared their positive experiences working with Oak Harvest.

• Customers appreciate the knowledgeable and open communication provided by the team.
• The level of care, compassion, and professionalism displayed by the staff is exceptional.
• Oak Harvest is recognized for their fiduciary advisory services, responsiveness, and expertise in retirement areas such as investments, annuities, insurance, and tax planning.
• Many clients value the retirement planning tools, market insights, and personalized service offered by Oak Harvest.

Whether you are looking for guidance on investments, retirement planning, or estate management, Oak Harvest Financial Group is dedicated to providing top-notch service to help you achieve your financial goals. Visit their website or give them a call to schedule an appointment today.

Nxt:Gen Financial Planning is a renowned financial planner located in Houston, TX. They offer a range of services to help clients achieve their financial goals. With a 5.0 rating, based on 4 reviews, it's clear that customers are extremely satisfied with their experience at Nxt:Gen Financial Planning.

• Customers appreciate the personalized approach to financial planning, tailored to their individual needs.
• Many clients mention the positive impact on their financial lives after working with Nxt:Gen Financial Planning.
• The professionalism, attention to detail, and financial knowledge of the team are highlighted in the reviews.
• Overall, clients highly recommend Nxt:Gen Financial Planning to anyone looking to improve their financial situation.

Brownlee Wealth Management is a well-established financial planner located in Houston, TX. They offer a range of services to help clients manage and grow their wealth effectively. Their team, led by Justin, provides personalized attention and expert advice to ensure that each client's financial goals are met.

Customer reviews highlight some key points about Brownlee Wealth Management:

• Exceptional time, attention, and accessibility from the team
• Peace of mind and trust in the care provided
• Outstanding personal service and valuable advice leading to financial gains
• Highly recommended for their expertise and fee structure

If you are looking for a reliable financial planner to help you secure your financial future, Brownlee Wealth Management comes highly recommended by satisfied clients. Make an appointment today to start planning for a better tomorrow.

The Goff Financial Group is a top-tier financial planner located in Houston, TX. They offer a variety of service options such as online appointments and on-site services, making financial planning convenient for their clients. With a perfect ranking of 5.0 stars, it's no surprise that customers have left glowing reviews about their experiences.

• I’ve been a loyal client of The Goff Financial Group for over 20 years and I can’t say enough great things about Matt Goff and his team.
• The Goff Financial group has helped me for decades. Their customer service is extremely good - responsive, professional and thorough.
• I highly recommend them. I spoke with Mr. Geoff and he gave me really great advice. 100% will come back to build this relationship.

These reviews highlight the professionalism, excellent customer service, and valuable advice that clients receive from The Goff Financial Group. If you're looking for a financial planner that will help you secure your long-term financial future, look no further than The Goff Financial Group.

Edward Jones - Financial Advisor: Deborah L Stelly, CFP®|CEPA® is a top-rated financial consultant located in Houston, TX. With a perfect rating of 5.0 stars, this business is known for its exceptional service and expertise in financial planning. Customers rave about the personalized attention and professional guidance they receive when working with Deborah Stelly and her team.

• Deborah Stelly and the entire Edward Jones office team have been excellent in managing customers' affairs since 2017.
• Clients are grateful for the exceptional service and personalized attention they receive.
• Customers highly recommend Deborah for anyone in need of financial planning services.

If you are looking for comprehensive financial advice and expert guidance, look no further than Edward Jones - Financial Advisor: Deborah L Stelly, CFP®|CEPA®. Make an appointment today and experience the difference for yourself!

WealthCreate is a leading financial planner located in Houston, TX. Their expert advisors offer a wide range of services to help clients secure a prosperous future. From investment-life insurance policies to college counseling services, WealthCreate is committed to providing top-notch financial planning solutions.

Here are some key points from customer reviews:

• Excellent customer service and professionalism
• Highly knowledgeable and detailed financial advice
• Smooth process and personalized guidance
• Quick response time and customer-focused approach

Edward Jones - Financial Advisor: Eric Fontenot, CFP® is a top-rated financial consultant located in Houston, TX. With a perfect 5.0 ranking, it is evident that customers are highly satisfied with the services provided. One reviewer mentioned that after rolling over a 401K to Eric, the process was seamless, with clear and frequent communication about the investment strategy. They also highlighted the advanced mobile tech features that Edward Jones offers, which were an upgrade from their previous financial planner.

• Seamless rollover process
• Clear and frequent communication
• Advanced mobile tech features

With appointments recommended for personalized service, Edward Jones - Financial Advisor: Eric Fontenot, CFP® is dedicated to helping clients achieve their financial goals with confidence and ease.

FCA Corp: Wealth Management and Financial Planning is a reputable financial planner located in Houston, TX. They offer a range of financial planning services to help individuals and families achieve their financial goals. Customers rave about the personalized attention and expert advice they receive at FCA Corp.

• Personalized attention
• Expert financial advice
• Family-owned business

Whether it's online appointments or on-site services, FCA Corp is dedicated to providing accessible and convenient options for their clients. Their commitment to customer satisfaction is evident in their 5.0-star ranking. If you're looking for a trustworthy financial planner in Houston, FCA Corp is the way to go!

Robare & Jones Wealth Management is a well-established financial advisor firm located in Houston, TX. Their team of experts provides personalized guidance in money management and retirement planning. Customers have praised the company for their proactive approach to adjusting investments, their astute analysis of market trends, and their long-term outlook. Some key points from customer reviews include:

• Expert team anticipates market changes and adjusts investments accordingly
• Highly recommended for investing, especially for retirement planning
• Excellent service and top-to-bottom financial planning advice
• Consistent care and excellent service over many years

With a high ranking of 4.6 based on 11 reviews, Robare & Jones Wealth Management is a trusted partner for individuals looking to secure their financial future. Visit their website for more information on the services they offer.

Financial Synergies Wealth Advisors is a renowned financial planner in Houston, Texas, dedicated to providing top-notch services to its clients. With a ranking of 4.5 and 14 reviews, it is clear that customers are highly satisfied with the expertise and professionalism offered by this firm.

• Customers appreciate the team's commitment to ensuring they are on the right financial path.
• The abundance of knowledge and expertise provided by Financial Synergies makes clients feel valued and understood.
• Interactions with the staff and advisors are described as professional, timely, and tailored to individual financial goals.
• Clients commend the team for being knowledgeable, trustworthy, and providing excellent service.

Financial Synergies offers various service options, such as online appointments and on-site services, ensuring flexibility and convenience for clients. Additionally, the business provides amenities like toilets and prioritizes accessibility with features like wheelchair-accessible car park, entrance, seating, and toilet. With appointment required and recommended options for planning, customers can rest assured that they will receive personalized and professional financial advice.

Capital Financial Planning Group is a leading financial planner located in Houston, TX. They are dedicated to helping their clients reach their financial goals through personalized financial planning services.

Their team of experts offers a wide range of services, including retirement planning, investment management, estate planning, and more. Whether you are looking to save for retirement, invest for your future, or protect your assets, Capital Financial Planning Group has you covered.

Customer reviews rave about the professionalism and expertise of the staff. Clients have praised the team's ability to listen to their needs and tailor a financial plan that works for them.

Here are some key points from customer reviews:

• Knowledgeable and professional staff
• Personalized financial planning services
• Great communication and follow-up

Trust Capital Financial Planning Group to help you secure your financial future.

Greenbriar Financial Services is a reputable financial planner located in Houston, Texas. They offer a wide range of financial services to help their clients achieve their financial goals. Customers have praised the knowledgeable staff and personalized approach to financial planning.

• Professional and knowledgeable staff
• Personalized approach to financial planning
• Wide range of financial services offered

Whether you are looking to save for retirement, invest in the stock market, or buy your first home, Greenbriar Financial Services can help you create a customized financial plan to meet your needs. Schedule an appointment today and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Simon J Tanner, CFP® is a reputable financial consultant located in Houston, TX. They offer a wide range of financial services to help individuals achieve their financial goals and secure their financial futures. The office is equipped with amenities such as toilets and offers accessibility features like wheelchair-accessible entrances and parking.

• Knowledgeable and experienced financial advisor
• Personalized financial planning services
• Excellent customer service and support

Potential clients can schedule appointments with the advisor for personalized financial advice. With a dedication to customer satisfaction and a commitment to helping clients succeed financially, Edward Jones - Financial Advisor: Simon J Tanner, CFP® is a top choice for individuals seeking expert financial guidance.

Houston Financial Center - David R. Cohen, CFP is a reputable financial planner located in Houston, Texas. They offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with retirement planning, investment management, or estate planning, their team of experienced professionals is ready to assist you every step of the way.

Customers have praised Houston Financial Center for their expert advice, personalized service, and attention to detail. Some key points from their reviews include:

• Professional and knowledgeable staff
• Thorough and comprehensive financial planning services
• Excellent communication and responsiveness
• Highly recommended for anyone seeking financial guidance

If you're looking for a reliable financial planner in the Houston area, look no further than Houston Financial Center - David R. Cohen, CFP. Give them a call today to schedule a consultation and take the first step towards securing your financial future.

World Financial Advisors is a well-established financial advisor located in Houston, TX. They offer a wide range of services to assist their clients in managing their finances and planning for the future.

Customers have praised World Financial Advisors for their professionalism, expertise, and personalized approach. Clients have highlighted the following key points in their reviews:

• Highly knowledgeable staff
• Excellent communication and customer service
• Effective financial planning strategies

If you are looking for a reliable and experienced financial advisor, consider reaching out to World Financial Advisors to see how they can assist you in achieving your financial goals.

Concert Financial Planning, LLC is a top-notch financial planner located in the heart of Houston, TX. Their team of experts is dedicated to providing personalized and comprehensive financial planning services to help clients achieve their goals.

Customers rave about the professional and tailored approach they receive at Concert Financial Planning, LLC. Here are some key points from their reviews:

• Expert advice tailored to individual needs
• Clear and transparent communication throughout the process
• Helpful and knowledgeable staff members

Whether you are looking to plan for retirement, save for your children's education, or invest for the future, Concert Financial Planning, LLC is the go-to destination for all your financial needs. Visit their website or give them a call to schedule an appointment today.

Edward Jones - Financial Advisor: Kimson H Cao, CFP®|CEPA® is a reputable financial consultant located in Houston, TX. The business offers a wide range of financial services to help clients achieve their financial goals. With a focus on personalized advice and tailored solutions, clients can trust in the expertise provided by Kimson H Cao, a certified financial planner.

• Professional financial advice tailored to individual needs
• Expertise in wealth management and financial planning
• Excellent customer service and attention to detail

Customers have praised the team at Edward Jones - Financial Advisor: Kimson H Cao, CFP®|CEPA® for their professionalism, knowledge, and dedication to helping clients secure their financial futures. With a 5-star rating, clients can be confident in the quality of service they will receive.

Hamilton Financial Planning is a reputable financial planner located in Houston, TX. They offer a range of services including online appointments and on-site services to cater to their clients' needs. Additionally, they provide language assistance to ensure clear communication with all clients.

Customers have praised Hamilton Financial Planning for their professionalism and expertise. Some key points from customer reviews include:

• Highly knowledgeable staff
• Excellent customer service
• Efficient and thorough financial planning

If you are looking for a reliable financial planner in Houston, Hamilton Financial Planning is the perfect choice for all your financial needs. Book an appointment today to secure your financial future!

Houston Wealth Management is a reputable financial planner located in Houston, TX. They provide a wide range of financial services to help their clients achieve their financial goals. Their knowledgeable team offers personalized planning services tailored to each client's individual needs and preferences.

Customer reviews highlight the following key points:

• Professional and knowledgeable staff
• Excellent personalized financial planning services
• Great communication and responsiveness

With a focus on accessibility and amenities, Houston Wealth Management ensures that all clients feel comfortable and accommodated during their appointments. Their wheelchair-accessible facilities make it easy for all clients to access their services. Appointments are recommended to ensure that each client receives the personalized attention they deserve.

Choose Houston Wealth Management for expert financial planning services that prioritize your unique financial needs and goals. Contact them today to schedule an appointment and take the first step towards a secure financial future.

OneHouston Financial is a leading financial planner located in Houston, TX. They offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you need assistance with retirement planning, investment strategies, or debt management, their team of experts is ready to help.

Customer reviews rave about OneHouston Financial for their professionalism, expertise, and personalized approach. Here are some key points from recent reviews:

• Professional and knowledgeable team that goes above and beyond to help clients.
• Great investment advice that has yielded significant returns.
• Quick response times and excellent customer service.

If you are in need of financial guidance, look no further than OneHouston Financial. Schedule an appointment today to start planning for a secure financial future.