TOP 30 Best Certified financial advisor in Houston, Texas

Edward Jones - Financial Advisor: Matt Prucha, CFP®|AAMS™|CRPC™ is a leading financial institution located at 1710 West Lake Houston Parkway in Houston, Texas, United States. As a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), Matt Prucha offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, Edward Jones provides a range of services including investment management, retirement planning, estate planning, and more. Trust in Edward Jones and Matt Prucha to help you secure your financial future.

David Hoffman is a financial advisor at Ameriprise Financial Services, LLC located at 5151 San Felipe Street in Houston, Texas, United States. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. David Hoffman is dedicated to providing expert financial advice to individuals and businesses, helping them navigate the complexities of financial planning and investment management with integrity and professionalism.

Thomas E. Novosad is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 11 Greenway Plaza in Houston, Texas, United States. Thomas holds various prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Thomas' expertise in wealth management, financial planning, and retirement planning for individuals, retirees, small business owners, and high net worth clients. Thomas is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.

Sanjay Pathak - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2100 West Loop South, Houston, Texas, United States. Sanjay Pathak holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Sanjay Pathak is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and comprehensive knowledge in asset management, estate planning, investment strategies, and more, Sanjay Pathak is committed to helping clients achieve their financial goals.

Merrill Lynch Private Wealth Advisor Craig Lambert Massey, located at 800 Capitol Street in Houston, Texas, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth. With specialized services from Merrill and banking and lending capabilities from Bank of America, the institution is dedicated to meeting the unique needs of affluent families, entrepreneurs, executives, and business owners. Craig Massey, a seasoned wealth management professional, leads The Massey Schmidt Harper Group and works closely with clients to develop tailored strategies that integrate various components of significant wealth, such as estate planning and retirement strategies. With a strong background in finance and a commitment to personalized service, Craig has been recognized by Barron's Magazine for his expertise in financial advising.

Thomas Jay Sanders, CRPC - UBS Financial Services Inc. is a leading financial institution located at 1000 Main Street in Houston, Texas, United States. As a Certified Retirement Planning Counselor (CRPC), Thomas Jay Sanders provides expert financial advice and services to help clients achieve their long-term financial goals. With a focus on personalized wealth management, retirement planning, and investment strategies, UBS Financial Services Inc. offers a comprehensive range of financial solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for your children's education, or growing your investment portfolio, Thomas Jay Sanders and his team are dedicated to helping you secure a prosperous financial future.

Merrill Lynch Financial Advisor Jeffrey S Brannen, located at 800 Capitol Street, Houston, Texas, United States, offers personalized wealth management strategies to help clients make important financial decisions. With a focus on building strong client relationships based on trust and personalized service, Jeffrey Brannen and his team provide access to the investment insights of Merrill and the banking solutions of Bank of America. Through the Merrill Personal Wealth Analysis™, a personalized plan is created centered on individual goals and priorities. By understanding each client's unique needs and financial situation, the team designs a customized approach to help manage, grow, and preserve wealth. With a commitment to staying informed and addressing changes in both life and the financial markets, the team helps clients stay on track to achieve their financial goals. Certified as a Senior Wealth Management Client Associate, Jeffrey Brannen is registered to do business in multiple states and holds the CFP® certification. Clients can expect a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor who will provide personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Matt Catron is a Financial Advisor at Ameriprise Financial Services, LLC located at 1300 Hercules Avenue in Houston, Texas, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. Matt Catron is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, he helps clients make informed decisions to achieve their financial goals. Contact Matt Catron today for personalized financial advice tailored to your unique needs.

Candace McCormack - Financial Advisor, Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue, Houston, Texas, United States, is a finance institution specializing in providing expert financial advice and services. Candace McCormack holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Candace McCormack's expertise in asset management, financial planning, estate planning, retirement planning, investment management, and more. With a commitment to ethics and ongoing education, Candace McCormack provides comprehensive and personalized financial solutions to clients, including retirees, small business owners, high net worth individuals, and those planning for the future.

Merrill Lynch Financial Advisor Kristin Haynes is a finance institution located at 17225 El Camino Real, Houston, Texas, United States. Kristin Haynes specializes in managing wealth by creating flexible strategies tailored to individual financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Kristin helps clients pursue their financial aspirations through personalized wealth management strategies. Kristin Haynes follows the Merrill tradition of community involvement, volunteering with organizations in the local area. The institution offers a personalized wealth analysis to build a customized plan centered on individual goals. By understanding clients' financial personalities and goals, Kristin designs and implements plans to help manage, grow, and preserve wealth for the future.

Edward Jones - Financial Advisor: Felicia A Cumby, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 4501 Magnolia Cove Drive in Houston, Texas, United States. Specializing in providing comprehensive financial planning services, Felicia A Cumby is a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™). With a commitment to helping clients achieve their financial goals, this institution offers personalized investment strategies, retirement planning, and wealth management services. With a strong focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Felicia A Cumby is dedicated to helping individuals and families secure their financial future.

Adam John Badeaux is an Associate Advisor at Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue in Houston, Texas, United States. Specializing in finance, Adam holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, among others. With expertise in asset management, retirement planning, estate planning, and more, Adam provides comprehensive financial advice to individuals and small business owners. Partnering with clients to navigate complex financial decisions, Adam is dedicated to helping clients achieve their financial goals and secure their financial future.

Allen Baker - Financial Advisor at Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue in Houston, Texas, is a finance institution offering a wide range of financial services. Allen Baker holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Allen Baker is dedicated to helping individuals achieve their financial goals. Additionally, Allen Baker is a Certified Divorce Financial Analyst and a Certified Fund Specialist, demonstrating his specialization in financial planning for specific situations. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, Allen Baker is a trusted advisor with the qualifications to guide you towards financial success.

Shehzad D. Khan, a financial advisor at Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue in Houston, Texas, offers personalized financial planning services to help clients achieve their goals. With a background in finance and qualifications verified on FINRA's BrokerCheck website, Shehzad D. Khan provides expert advice on investing and wealth management. Clients can expect a complimentary initial consultation to discuss their financial needs and goals. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser, ensuring that clients receive professional and reliable guidance. By staying informed about market trends and economic indicators, Shehzad D. Khan helps clients navigate the complexities of the financial world and make informed decisions about their money. Whether you are a current client or considering working with Shehzad D. Khan, Ameriprise Financial Services, LLC is committed to helping you achieve a more secure financial future.

Neil Rahimi - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 5151 San Felipe Street in Houston, Texas, offers a wide range of financial services to individuals. Neil Rahimi holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, investment strategies, estate planning, and retirement planning. With a focus on providing personalized and ethical financial advice, Neil Rahimi helps clients navigate complex financial situations and make informed decisions for their future. Whether you are a retiree, small business owner, or high net worth individual, Neil Rahimi has the knowledge and experience to assist you in achieving your financial goals. Contact Neil Rahimi - Private Wealth Advisor, Ameriprise Financial Services, LLC today for expert financial guidance.

David Moss is a Financial Advisor at Ameriprise Financial Services, LLC located at 1300 Hercules Avenue, Houston, Texas, United States. David Moss holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate David Moss's expertise in various financial planning areas including asset management, retirement planning, estate planning, investment management, risk management, and insurance products. David Moss is committed to providing comprehensive and specialized financial services to individuals, retirees, small business owners, and high net worth clients. Contact David Moss for expert financial advice and planning tailored to your specific needs.

Mathison CPA Houston is a top-rated accounting and finance institution located at 11803 Grant Road in Cypress, Texas. Our team of certified public accountants is dedicated to providing expert financial services to individuals and businesses in the Houston area. With a focus on accuracy and attention to detail, we offer a wide range of services including tax preparation, auditing, bookkeeping, and financial planning. Whether you need help with your personal taxes or complex corporate finances, Mathison CPA Houston is here to help you achieve your financial goals.

CPA Houston is a reputable institution located at 1940 Fountain View Drive in Houston, Texas. Specializing in accounting and finance, CPA Houston offers top-notch services to individuals and businesses seeking professional financial guidance. With a team of experienced Certified Public Accountants, clients can trust in the expertise and dedication of CPA Houston to help them navigate complex financial matters and achieve their financial goals. Whether you need assistance with tax preparation, auditing, or financial planning, CPA Houston is committed to providing exceptional service and personalized solutions tailored to meet your specific needs.

Certified Tax Professionals is a reputable institution located at 9898 Bissonnet Street in Houston, Texas, United States. Specializing in accounting and finance, our team of experts are dedicated to providing top-notch tax services to individuals and businesses alike. With our extensive knowledge and qualifications, we ensure that all tax matters are handled with precision and accuracy. Trust Certified Tax Professionals to meet all your tax needs and help you navigate the complex world of taxation with ease.

MNB Financial Services is a family-owned accounting and finance institution located at 11152 Westheimer Road in Houston, Texas. Our co-founder, Alicia Brown, has over 17 years of experience in various industries and is passionate about empowering small business owners to build a legacy. We specialize in tax return preparation for individuals and small businesses, QBO training from a certified Quickbooks Online ProAdvisor, and completing financial projects for firms. Let us handle your finances so you can focus on what you love in your business. Contact us today for assistance with your business financials. Thank you for considering MNB Financial Services.

Best CPA Houston is a leading accounting and finance institution located at 1920 North Memorial Way in Houston, Texas. Our team of certified public accountants is dedicated to providing top-notch financial services to individuals and businesses in the Houston area. With a commitment to excellence and a track record of success, Best CPA Houston is the go-to destination for all your accounting and finance needs. Contact us today to see how we can help you achieve your financial goals.

XQ CPA is a reputable accounting and finance institution located at 11511 Katy Freeway in Houston, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, XQ CPA has the expertise to meet your needs. Trust us to handle your financial matters with precision and care. Contact us today to learn more about how we can help you achieve your financial goals.

AB CPA Tax & Advisory is a trusted accounting and finance institution located at 4600 Highway 6 North in Houston, Texas. Our team of experienced certified public accountants is dedicated to providing top-notch tax and advisory services to individuals and businesses in the area. From tax preparation to financial planning, we are here to help you navigate the complexities of the financial world with ease and confidence. Contact us today to schedule a consultation and see how we can assist you in reaching your financial goals.

Nguyen CPA Firm is a reputable accounting and finance institution located at 16310 Tomball Parkway in Houston, Texas, United States. Our team of experienced CPAs and financial experts are dedicated to providing top-notch accounting services to individuals and businesses in the Houston area. Whether you need help with tax preparation, financial planning, or bookkeeping, Nguyen CPA Firm is here to assist you every step of the way. Trust us to help you achieve your financial goals and secure your financial future.

Ahmed Abdalwahab CPA is a reputable accounting and finance institution located at 888 West Sam Houston Parkway South in Houston, Texas, United States. With a team of experienced and knowledgeable Certified Public Accountants, the institution offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, auditing, or financial planning, Ahmed Abdalwahab CPA is dedicated to providing professional and reliable services to meet your needs. Trustworthy and committed to excellence, this institution is a trusted partner in helping clients achieve their financial goals.

ADM CPA's is a trusted accounting and finance institution located at 8303 Southwest Freeway in Houston, Texas. Our team of certified public accountants are dedicated to providing top-notch financial services to individuals and businesses alike. With years of experience and expertise in tax preparation, auditing, and financial consulting, we strive to help our clients achieve their financial goals. Whether you need help with tax planning, bookkeeping, or financial analysis, ADM CPA's is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you manage your finances effectively.

Anna Pi CPA is a reputable accounting and finance institution located at 2500 Yale Street in Houston, Texas, United States. With a team of experienced and knowledgeable professionals, Anna Pi CPA provides a wide range of accounting services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, Anna Pi CPA is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you with your accounting needs.

J.M. Trippon & Company C.P.A.'s is a renowned accounting and finance institution located at 8588 Katy Freeway in Houston, Texas, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, financial planning, or any other accounting needs, J.M. Trippon & Company C.P.A.'s is dedicated to providing top-notch service and personalized solutions to help you achieve your financial goals.

TaxAidUSA is a top-notch accounting and finance institution located at 3033 Chimney Rock Road in Houston, Texas, United States. Our licensed professionals are ready to help you file your taxes, amend your return, or answer any tax-related questions you may have. Whether you prefer to meet in person or virtually, our team is here to provide the services you need when you need them. In addition to tax services, TaxAidUSA can also connect you with the right financing and funding options for your business, with the potential to receive up to $100,000 quickly. Our small business-certified tax professionals specialize in business taxes, bookkeeping, accounting services, and more, ensuring that all your financial needs are met.

Howard CPA, LLC is a reputable accounting and finance institution located at 2200 Post Oak Boulevard in Houston, Texas. Our team of experienced certified public accountants provides a wide range of services including tax preparation, financial planning, and business consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your accounting and finance needs.