TOP 10 Financial advisor for investors in Texas

Brian Marlar Investments is a finance and insurance agency located at 406 East Marcy Drive in Big Spring, Texas, United States. Brian Marlar, CFP® is a registered representative and investment advisor representative of Momentum Independent Network Inc. (MIN), a registered broker-dealer and investment adviser. Please note that the information provided on this website, including sample articles and reports from Emerald Publications, is for informational purposes only and not intended as a solicitation. MIN does not provide tax or legal advice and this website is intended for clients and interested investors residing in states where MIN or its financial advisors are qualified to provide brokerage services or investment advisory services. Visitors should exercise caution when accessing external websites linked on this site, as MIN does not endorse or control the information found there.

Infinity Investment Strategies is a finance institution located at 235 Northeast Loop 820 in Hurst, Texas, United States. We are dedicated to educating and implementing the Infinite Banking Concept for real estate investors and business owners. As America’s leading independent Authorized Infinite Banking Practitioners, we partner with Fortune 500 companies to provide customized services tailored to individual needs. Our goal is to help clients achieve financial growth and generational wealth by using strategies employed by the wealthy. We focus on enhancing returns, creating efficiencies, protecting assets, and lowering tax burdens. Our financial plans are based on strategy, not speculation, and we offer clear direction to help clients reach their goals. Whether you are a sole proprietor, manage a business, self-employed, or a real estate investor, we can help you determine the best financial vehicle for your needs. We also offer complimentary services to help analyze potential real estate deals and calculate profitability. Additionally, we specialize in creating lifetime income streams, developing exit strategies for business owners, and establishing plans for generational wealth. Our team is dedicated to educating and listening to our clients' needs, and we have formed strong partnerships and friendships with many of them. Learn how Infinite Banking can be the key to lasting wealth and financial security with Infinity Investment Strategies.

Lloyd and Hodge Tax Services and Accounting is a trusted institution located at 1332 Teasley Lane in Denton, Texas. Our team of experienced Dallas/Fort Worth accountants offers top-notch client service through effective listening, cutting-edge technology, and collaboration to quickly and cost-effectively meet our clients’ goals. Let us handle your bookkeeping, accounting, tax planning, and preparation so you can focus on what you do best. With a passion for figures and attention to detail, we serve clients in Denton, Dallas, Collin, and Tarrant Counties. Our holiday closure schedule allows our team to spend time with family and friends, ensuring we come back refreshed and ready to serve you better. Visit us at 1617 Park Place Ave, Suite 110-LH in Fort Worth, TX 76110.

UBS Private Wealth Management, located at 100 Crescent Court in Dallas, Texas, is a finance institution dedicated to helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. They believe in understanding what wealth means to each individual and offer finely crafted financial advice tailored to their clients' needs. With a commitment to excellence, UBS provides expertise to turn financial visions into reality. They offer a range of services to help clients pursue their financial goals today, tomorrow, and for generations to come. UBS connects clients to experts, insights, and thought leaders, offering focused advice specifically geared towards each individual's unique financial journey. For prominent individuals and families, UBS provides access to a network of experts and peers worldwide. Their Wealth Way approach incorporates strategies to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. As a registered investment advisor and broker-dealer, UBS Financial Services Inc. offers investment advisory services and brokerage services governed by different laws and arrangements. For more information, residents can visit their website or consult with a UBS Financial Advisor. Wealth management services in the United States are provided by UBS Financial Services Inc., a registered investment advisor and broker-dealer offering a range of products and services.

Wealth Planners of America, located at 401 East Sonterra Boulevard in San Antonio, Texas, is a finance institution that specializes in retirement planning. At Wealth Planners of America, we understand that each individual's retirement goals and needs are unique. Our team of agents and advisors work with clients to create personalized solutions that provide peace of mind throughout their retirement years. From constructing a solid financial foundation to addressing specific wants and needs, we help clients navigate the challenges of retirement with careful planning. Our services include a complimentary 401k Optimizer tool to help clients optimize their investment choices, as well as strategies for generating tax-free income in retirement. We also assist clients in utilizing Self-Directed Brokerage Accounts (SDBA) for managing their 401k accounts and offer guidance on converting traditional IRAs to Roths for optimal tax outcomes. Additionally, we provide advice on preserving assets, managing Required Minimum Distributions, and utilizing 529 plans for higher education expenses.

Bibb, Cunningham & Associates CPA's PLLC is a leading accounting and finance institution located in San Antonio, Texas. Our team of experts can help you develop and launch your business plan, protect your personal assets, optimize your finances, and increase efficiency in your business operations. We believe in Service & Integrity as the cornerstones of any successful business relationship, and strive to earn the title of Trusted Advisor through timely communication and solid work. With over 25 years of experience in both industry and public accounting, our founder Patrick Bibb provides a unique management perspective that sets us apart from other firms. We specialize in crafting custom accounting and tax solutions for investors, real estate companies, development companies, and home builders. Our goal is to help you grow and preserve your assets, reduce taxes, and achieve your financial goals.

Capital Strategies of MassMutual is a finance institution located at 2915 West Bitters Road, San Antonio, Texas, United States. We offer a wide range of financial services including retirement planning, investments, estate planning, insurance protection, business planning, taxes, and lifestyle planning. Our team of professionals collaborate to provide comprehensive and personalized solutions for our clients. With over 100 financial professionals covering Central, South, and West Texas and New Mexico, we are dedicated to helping individuals and businesses achieve their financial goals. At Capital Strategies, we focus on building long-term relationships with our clients and creating a positive work environment for our team. Contact us at 512-346-6020 or 210-342-4141 for more information on our services. Securities and investment advisory services are offered through MML Investors Services, LLC, Member SIPC.

Capital Strategies is a finance and insurance agency located at 10101 Reunion Place, San Antonio, Texas, United States. We offer a wide range of services to help you achieve your financial goals, including retirement planning, investments, estate planning, insurance protection, business planning, taxes, and lifestyle management. Our team of over 100 financial professionals covers Central, South and West Texas and New Mexico, with main offices in 4 cities and detached offices throughout our network. At Capital Strategies, we believe in a holistic approach to financial well-being, viewing your finances as interconnected entities. Our professionals collaborate in teams to provide multiple perspectives and innovative solutions for our clients. We focus on Practice Optimization, Teaming, and Culture to help financial professionals build successful practices.

IPX1031 - Investment Property Exchange Services, Inc. is a finance and real estate agency located at 2915 West Bitters Road in San Antonio, Texas, United States. Specializing in 1031 exchange transactions, IPX1031 helps clients defer capital gains tax on the sale of investment properties by reinvesting in like-kind properties. With a team of experienced professionals, IPX1031 provides expert guidance and support throughout the exchange process, ensuring a seamless and successful transaction for their clients.

Crossvault Capital Management, located at 7373 Broadway in San Antonio, Texas, is a finance institution dedicated to building wealth for its clients by constructing portfolios that last. As a registered investment advisor, our mission is to help individuals and institutions achieve their financial goals through customized portfolio management and comprehensive financial planning. We prioritize long-term relationships based on transparency and excellence, measuring our success by the success of our clients. Our name, "Crossvault," symbolizes our commitment to strength, stability, and elegance in creating a solid foundation for your financial future. In partnership with Prime Capital Investment Advisors, we offer personalized investment strategies tailored to your unique needs and aspirations. Whether you are an individual investor or an institutional client, Crossvault Capital Management is here to provide you with the expertise and personalized service you deserve.

Capitalwise Wealth Management is a proactive finance institution located at 1330 Lake Robbins Drive in The Woodlands, Texas. Our team of wealth management advisors is dedicated to helping high-net-worth families and select businesses simplify their retirement, estate planning, investments, and risk management strategies. We specialize in working with oil and gas professionals, inter-generational family businesses, medical and dental practices, as well as law and accounting practice partners. Our portfolio strategy is designed for accredited investors and high-net-worth individuals to achieve financial success. We also offer investment advisory products and services for foundations, endowments, and nonprofit organizations. At Capitalwise, we believe in providing our clients with a dedicated team of professionals who can offer access to the best resources and help navigate their financial journey. Securities are offered through Equitable Advisors, LLC, and annuity and insurance products are offered through Equitable Network, LLC. We do not provide tax or legal advice, so please consult your advisors regarding your circumstances. Capitalwise Wealth Management, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Carson Wealth, located at 1780 Hughes Landing Boulevard in The Woodlands, Texas, specializes in portfolio construction, retirement planning, and generational planning. The financial advisors in Houston offer a hands-on client experience with a family focus. Services include comprehensive financial planning, investment management, insurance analysis, trust services, lending services, and financial education for children and grandchildren. Their goal is to make complex financial matters simple for you and your family. The institution offers Carson Private Client Services, which includes direct access to portfolio managers, regular meetings with your CPA and attorney, and a focus on passing wealth to future generations successfully. With a focus on helping Millennials navigate the largest intergenerational wealth transfer in history, the team at Carson Wealth is dedicated to helping clients plan for the future.

Hood & House Inc is a trusted institution located at 13231 Champion Forest Drive in Houston, Texas, United States. Specializing in accounting and finance, we are dedicated to providing expert tax services for individuals and small businesses in the Houston area. Our team of experienced tax strategists is committed to offering personalized solutions tailored to each client's unique needs. At Hood & House, we understand the stress that taxes can bring, which is why we offer a range of tax services designed to help realtors, real estate investors, and small businesses. Our goal is to make the tax process as simple and stress-free as possible for our clients.

The Commonwealth International Series Trust, located at 791 Town and Country Boulevard in Houston, Texas, offers unique investment opportunities in global markets. Whether you are investing for long-term goals, retirement planning, education funds, or other financial objectives, Commonwealth Funds provide diverse exposure to help you reach your personal financial goals. Our firm stands out for our dedication to researching and investing in quality companies with strong valuations. Our straightforward investment philosophies, combined with country-specific and pan-regional funds, guide our approach to helping investors achieve success. Shareholder service agents are available to answer your questions and provide support. The Commonwealth Funds are distributed by Ultimus Fund Distributors, LLC, with the investment advisor being FCA Corp, a U.S. Registered Investment Advisor and Financial Planning firm established in 1975.

Real Estate CPA Firm, located at 118 Vintage Park Boulevard in Houston, Texas, offers tax planning and advisory services for real estate professionals, investors, agents, and business owners. With a focus on helping real estate businesses reach their goals and maximize profits, the firm, led by Keisha L. Rondeno, CPA, provides expertise in tax planning, tax preparation, and business advisory specific to the real estate industry. By partnering with this CPA firm, clients can expect efficient reporting to manage expenses, reduce tax obligations, and ultimately keep more of their profits. Clients praise Keisha's patience and commitment to helping them understand the intricacies of their tax situations. Whether filing LLC taxes or seeking advice on rental properties, the firm provides fast, friendly service and clear explanations.

Capitalwise Wealth Management is a proactive financial institution located at 3200 Southwest Freeway in Houston, Texas. Our team of wealth management advisors is dedicated to helping high-net-worth families and select businesses achieve their financial goals. From retirement planning to estate planning, investments, and risk management, we provide personalized strategies to simplify your financial journey. We specialize in working with Oil & Gas Professionals, inter-generational family businesses, medical practices, and law or accounting partnerships. Our portfolio strategy is designed for accredited investors and high-net-worth individuals, offering investment advisory products and services for foundations, endowments, and nonprofit organizations.

Smart Capital Management is a leading finance institution located at 5757 Woodway Drive in Houston, Texas. Our team of experienced professionals specializes in providing expert advice and services in capital management, investment strategies, and financial planning. With a focus on maximizing returns and minimizing risks, we strive to help our clients achieve their financial goals and secure their future. Whether you are an individual investor, business owner, or institution, Smart Capital Management is dedicated to providing personalized solutions tailored to your unique needs. Trust us to navigate the complex world of finance and help you make smart decisions for long-term success.

Charles Schwab is a renowned finance institution located at 1225 South Interstate 35 Frontage Road in Georgetown, Texas, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management solutions to help individuals achieve their financial goals. Whether you are a seasoned investor or just starting out, Charles Schwab's team of experienced professionals is dedicated to helping you navigate the complexities of the financial world and make informed decisions. Visit Charles Schwab in Georgetown today to start securing your financial future.

Dwight Hipp Insurance and Investments is an independent financial services firm located at 700 South Austin Avenue in Georgetown, Texas. With 30 years of experience in insurance and investments, we help individuals, families, and businesses prepare for the future and reach their financial goals. Our team is dedicated to providing patient and thorough solutions tailored to each client's unique needs. Please note that stocks, mutual funds, and variable products may not be suitable for all investors, and it is important to carefully review the prospectus and investment objectives before making any purchases. Variable annuities are long-term investments designed for retirement purposes, while index or fixed annuities have specific terms and conditions outlined in the annuity contract.

IronBridge Private Wealth is a finance institution located at 500 North Capital of Texas Highway in Austin, Texas, United States. We specialize in rules-based investing, active risk adjustments, and comprehensive advice to meet your wealth management needs. Our mission is to provide you with confidence in any market environment and phase of life, so you can live your best life possible. Our results-based fee structures are for SEC qualified clients only. We believe that success is a combination of hard work, perseverance, learning, sacrifice, and love for what you do. Our experienced team can help you navigate through market transitions and optimize your retirement plans. Whether you are a woman investor, a small business owner, or part of Gen X or Gen Y, we offer tailored financial planning services to meet your unique needs. Watch our market insights videos and webinars to stay informed about current market trends and risks. At IronBridge Private Wealth, we are dedicated to helping you achieve your financial goals with confidence.

AA CPA Tax Strategies LLC is a leading accounting and finance institution located at 3301 Northland Drive in Austin, Texas. Our team of experienced certified public accountants specializes in providing strategic tax planning and advisory services to individuals and businesses. With our expertise and personalized approach, we help our clients navigate complex tax laws and optimize their financial goals. Trust AA CPA Tax Strategies LLC to provide professional and reliable tax solutions tailored to your specific needs.

Reliant Mortgage Services is a finance institution located at 1724 Boca Chica Boulevard in Brownsville, Texas, United States. They specialize in providing mortgage services to individuals looking to purchase or refinance a home. With a team of experienced professionals, Reliant Mortgage Services offers personalized assistance and competitive rates to help clients achieve their homeownership goals. Whether you are a first-time homebuyer or a seasoned investor, you can rely on Reliant Mortgage Services for expert guidance and support throughout the loan process.

Excalibre Investments of Texas, LLC is a finance and real estate agency located at 624 West University Drive in Denton, Texas, United States. Specializing in multifamily real estate properties, Excalibre Investments focuses on acquiring and managing these properties to provide passive income to investors. With a strong emphasis on valuing investors' time and money, the institution aims to give investors more freedom to pursue their hobbies, interests, and lifestyle. Imagine a day when you receive your first check from your multifamily investment, or when your child thanks you for paying for their college education without student loan debt. Excalibre Investments is dedicated to helping investors achieve financial success and security through strategic real estate investments.

Jon K Wych is a finance institution located at 1152 West Pioneer Parkway in Arlington, Texas, United States. They offer investment and advisory products and services through Nations Financial Group, Inc., a Registered Investment Adviser and Member of FINRA/SIPC. Jon K Wych is a registered representative of Nations Financial Group, Inc. Investors Solutions is a separate entity not affiliated with Nations Financial Group, Inc. Their services are tailored to individual investment objectives and needs, and they are subject to applicable licensing requirements. The opinions expressed on their website are those of the author(s) and not necessarily those of NFGI. For more information, you can view their Form CRS and Disclosures. Please check the background of their investment professional for more details."

Texas Securities Corporation is a reputable finance institution located in Helotes, Texas, United States. With a strong commitment to providing top-notch financial services and expertise, they specialize in securities trading, investment management, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are an individual investor or a corporate entity, Texas Securities Corporation is the trusted partner you need for all your financial needs.

Rockefeller Capital Management, located in San Antonio, Texas, is a renowned finance institution that has been serving families, individuals, institutional investors, and corporations for over seven generations. With a commitment to innovation and personalized service, Rockefeller Capital Management offers independent strategic business advice, investment solutions, and wealth management services. The institution's rich history, shaped by the Rockefeller family, guides its principles and growth, ensuring a future of financial success for its clients. The experienced team at Rockefeller Capital Management approaches each challenge with energy, creativity, and care, delivering unique insights and outcomes in the investment community. With a focus on pioneering the future of financial services, Rockefeller Capital Management continues to expand its network of opportunities and provide exceptional service to its clients.

IPX1031: Carl Pikus is a reputable finance and real estate agency located at 2915 West Bitters Road in San Antonio, Texas, United States. Specializing in 1031 exchanges, they provide expert guidance and personalized solutions for clients looking to defer capital gains taxes on the sale of investment properties. With a team of experienced professionals, IPX1031: Carl Pikus is dedicated to helping clients navigate the complexities of real estate transactions and achieve their financial goals. Whether you are a seasoned investor or a first-time buyer, you can trust IPX1031: Carl Pikus to provide top-notch service and support every step of the way.

Paul Comstock Partners is a finance institution located at 1177 West Loop South in Houston, Texas, United States. We specialize in providing independent, objective, decision-enabling wealth management advice to individuals, families, fiduciaries, and their advisors. Our team of wealth advisors conducts thorough, strategic research to develop personalized investment and succession planning advice that is client-centered and innovative. As an employee-owned firm with over 40 years of experience, we believe in earning our clients' confidence by delivering clarifying analysis that is both client-centered and sometimes contrarian. We offer flat-fee portfolio asset analysis to assess management performance and strategy, as well as advice on organizing family financial capital to maximize results for generations to come.

Capitalwise Wealth Management is a finance institution located at 802 West 17th Street in Houston, Texas, United States. Our team of proactive wealth management advisors is dedicated to helping high-net-worth families and select businesses simplify their Retirement, Estate Planning strategies, Investments, and Risk management. We specialize in working with Oil & Gas Professionals, inter-generational family businesses, medical or dental practices, and law or accounting practice partners to help them make the best decisions for their financial future. Our portfolio strategy is tailored for accredited investors and high-net-worth individuals, as well as foundations, endowments, and nonprofit organizations. Securities are offered through Equitable Advisors, LLC, and investment advisory products and services are also available through Equitable Advisors, LLC. Annuity and insurance products are offered through Equitable Network, LLC. At Capitalwise, we believe in providing our clients with a dedicated team of professionals who can offer access to the best resources to help navigate their financial journey. Please consult your tax and legal advisors regarding your specific circumstances. For more information about Equitable Advisors, LLC, visit equitable.com/crs. Capitalwise Wealth Management, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

SwisherGroup, Ltd. is a leading commercial credit advisory firm located in Austin, Texas, USA. Specializing in risk, recovery, and restructuring services, we are dedicated to providing our clients with expert advice through a network of trained professionals. With a focus on the recovery of large commercial accounts receivables, our team of experienced entrepreneurs and industry experts work diligently to ensure the financial success of our clients. We offer comprehensive risk management services to help creditors and investors assess the qualitative risk in their investments. With over 25 years of experience and a track record of over $300 million in recoveries, we are skilled at swiftly collecting on delinquent accounts worldwide. Our licensed, bonded, and insured team is committed to helping businesses navigate financial distress and achieve long-term solvency. Trusted by clients globally, we are dedicated to providing top-notch services for businesses of all sizes. Contact SwisherGroup, Ltd. today for all your commercial credit needs."