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Best Financial Advisors in Bryan

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Bryan, TXBryan, TX

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Bryan, TXBryan, TX

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

111 E. 27th St., Bryan, TX 77803
Bryan, TX 77803
Instagram
  • Tax Planning

Brewer, Eyeington, Patout, & Co., LLP, is an accounting firm in Bryan that provides integrated financial planning services. Its team of financial consultants prepares financial statements to help drive the decisions of its clientele. It also takes a holistic and objective view of clients' financial situations, suggesting improvements to help them attain their goals. Additionally, its CPAs assist in navigating complex matters, such as tax preparation and estate planning. The firm has been serving the metro since 1965.

111 E. 27th St., Bryan, TX 77803
Bryan, TX 77803

InstagramWebsite(979) 268-1350

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

1716 Briarcrest Dr Suite 300, Bryan, TX 77802
Bryan, TX 77802
  • Private Wealth Advisor
  • Retirement Planning
  • Finance Planning
  • CFA Charterholder

Charis Legacy Partners provides financial advising services to clients in Bryan. The company focuses on helping individuals plan their finances by offering cash flow, investment, tax, insurance, and estate planning services. It also guides clients needing assistance to manage or grow their investments. Charis Legacy Partners works with Charitable Advisors Network and Orca Capital Ventures. The company's founder and CEO, Scott Monk, brings over two decades of experience in the investment and financial planning industry. He holds the Chartered Financial Analyst certification.

1716 Briarcrest Dr Suite 300, Bryan, TX 77802
Bryan, TX 77802

Website(623) 303-9705

Show Number
4444 Carter Creek Pkwy Ste 105, Bryan, TX 77802
Bryan, TX 77802
  • Financial Planning

Cheryl A. Janner serves clients throughout Bryan and the surrounding communities. Since 1984, this firm has offered financial planning services for individuals and business owners. Its team of certified public accountants and bookkeepers provides a comprehensive suite of advisory and accounting services, including retirement planning, tax preparation, debt and finances advising, entity selection and restructuring, and cash flow and budgeting analysis. In addition, the firm provides IRS representation, payroll services, and bookkeeping assistance. Its team holds over 100 years of collective experience in the industry.

4444 Carter Creek Pkwy Ste 105, Bryan, TX 77802
Bryan, TX 77802

Website(979) 846-0020

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

3851 Corporate Center Dr. Suite 111, Bryan, TX 77802
Bryan, TX 77802
  • Private Wealth Advisor
  • Retirement Planning
  • Finance Planning

Evidence Wealth is a Bryan-based financial planning and advisory firm. Its staff works with clients to develop custom financial plans with evidence-based strategies built around their current financial capabilities and life goals. It also offers legacy planning services, helping families set up support and training programs for children and grandchildren. Co-founder James Whiddon authored a variety of books discussing investments and financial planning, such as "The Old School Advantage," "There For The Taking," and "The Investing Revolutionaries." He is a Certified Financial Planner.

3851 Corporate Center Dr. Suite 111, Bryan, TX 77802
Bryan, TX 77802

Website(979) 690-9406

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

302 Holleman Dr E, Ste 200, College Station, TX 77840
College Station, TX 77840
  • Estate Planning
  • Retirement Planning

Executive Financial Services serves individuals and families in the Bryan metro area. It primarily offers financial management and planning services, helping clients acquire long-term investments like mutual funds and annuities to assist them in accumulating and preserving their wealth. Its staff also assists in retirement and estate planning. Founder Steven C. Colson holds the Chartered Financial Consultant designation from The American College of Financial Services. He is a founding member of the Central Texas Association of Insurance and Financial Advisors.

302 Holleman Dr E, Ste 200, College Station, TX 77840
College Station, TX 77840

Website(979) 680-0658

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

3.9 / 5 ( Good)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

108 E. North Ave., Bryan, TX 77801
Bryan, TX 77801
  • Retirement Planning

Fries Financial Services serves mainly the estate conservation and financial planning needs of Bryan residents. It clarifies clients' goals to recommend solutions for achieving their desired financial futures. The firm's advisors handle retirement planning, helping employees determine the retirement funds they need. They help in managing tax dues, finding ways to reduce current and future burdens. In addition, they lend a hand in estate planning, risk management, and education funding. Founder Denise Fries was a recipient of The Newman 10 Business Performance Award.

108 E. North Ave., Bryan, TX 77801
Bryan, TX 77801

Website(979) 846-8395

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1211 Financial Plaza, Huntsville, TX 77340
Huntsville, TX 77340
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

Global Financial Partners is an independent firm that has been serving Bryan and surrounding communities since 1986. It educates individuals about their current financial situations and helps them in developing a plan to establish security. Services include comprehensive financial planning, family protection, investment management, and risk analysis and management. The firm's managing partner, Brian B. Smith, is a Certified Financial Planner and a Chartered Financial Consultant who has extensive experience in working for a Fortune 500 energy service company.

1211 Financial Plaza, Huntsville, TX 77340
Huntsville, TX 77340

Website(936) 294-0201

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

110 Lincoln Avenue Suite 106, College Station, TX 77840
College Station, TX 77840
  • Retirement Planning

Melder Financial Services Inc. is a boutique financial advisory company that serves clients in Bryan and the surrounding areas. Through a client-centric and immersive approach, the firm guides individuals in realizing their financial goals by determining suitable strategies depending on their unique situations. The team specializes in retirement plan allocations, retirement income estimates, Social Security management, tax optimization, and financial road map creation. Tracy Melder, the company's CEO, has been in the financial industry for over 22 years.

110 Lincoln Avenue Suite 106, College Station, TX 77840
College Station, TX 77840

Website(979) 764-6450

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

, Bryan, TX 77802
Bryan, TX 77802
  • Financial Planning
  • Investment Management
  • Life Insurance

Smith & Wyatt is a financial management company that helps clients in Bryan. It assists individuals with growth planning strategies that aim to maximize the potential of an individual’s wealth before retirement. It offers high growth, low-cost investments with a proven track record and encourages policyholders to contribute to their portfolio consistently. The business handles retirement income planning strategies for people nearing this phase and wants to make sure their money is adequate for their needs.

, Bryan, TX 77802
Bryan, TX 77802

Website(979) 431-5440

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1598 Copperfield Parkway, College Station, TX 77845
College Station, TX 77845
  • Investment Advisor

TDC Capital Advisors, Inc., provides financial insight to individuals and businesses in Bryan and its neighboring metros. As an investment advisory firm, its professionals work closely with clients to design an individualized investment portfolio that suits their needs. The firm focuses on long-term strategies and asset diversification, helping individuals keep the quality of their investments high and their expenses low. It also offers education, estate, and retirement planning. Its primary shareholder, Ronnie Craig, has been a certified public accountant since 1988.

1598 Copperfield Parkway, College Station, TX 77845
College Station, TX 77845

Website(979) 260-9696

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1920 West Villa Maria Suite 307, Bryan, TX 77807
Bryan, TX 77807
  • Financial Planning

The Rhodes Financial Group is an advisory firm that serves individuals in Bryan. It offers assistance in a broad range of areas, including retirement plans, profit-sharing plans, and life insurance. The company also assists clients with various types of investments such as fixed annuities, common stocks, and bonds. Its team works with clients' attorneys and CPAs in the process of creating financial plans. The firm is headed by David Rhodes, a CFP, who appeared on several media platforms, including CBS Market Watch and USA Today.

1920 West Villa Maria Suite 307, Bryan, TX 77807
Bryan, TX 77807

Website(979) 690-5930

Show Number
4444 Carter Creek Parkway, Suite 109, Bryan, TX 77802
Bryan, TX 77802
  • Estate and Trust Specialist
  • Insurance Products
  • Private Wealth Advisor
  • Retirement Planning
  • Finance Planning
  • CFA Charterholder

Warwick Partners is a financial planning and wealth management firm serving Bryan. It provides a range of services, including charitable, estate, and tax planning. Other services include asset, debt, disability, and risk management. Its process begin with assessing their clients’ financial picture to gather a solid understanding of their needs and goals. It uses the data in constructing a comprehensive plan that aligns with them, including advising on investment options. It also conducts reviews to monitor its financial performance.

4444 Carter Creek Parkway, Suite 109, Bryan, TX 77802
Bryan, TX 77802

Website(979) 260-9777

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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