Laurels

Best Financial Advisors in College Station
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored College Station Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 33 25 14

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Charis Legacy Partners

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Insurance Products

Charis Legacy Partners provides financial advice to clients in College Station. The firm helps individuals manage their cash flow so that they have enough for current and future needs. It also assists with retirement planning and dealing with outstanding debts. In addition, the company provides advice on creating a diversified investment portfolio that can help clients meet their financial goals. Founder Scott Monk is a Certified Financial Planner and Chartered Financial Analyst. He has more than 15 years of industry experience

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

Website

Kriel Financial Services

  • Certified Financial Planner (CFP)

Kriel Financial Services is a wealth management firm that serves individuals and families from College Station and the surrounding areas. It provides a wide range of goal-based financial management strategies, including college saving plans, insurance planning, and retirement planning. It also offers investment management services, which take into account clients' priorities and risk tolerance, needs, and preferences. Founder John T. Kriel Sr. is a Certified Financial Planner. He has been working in the financial services industry for over four decades.

750 William D Fitch Parkway, Suite 520
College Station, TX 77845

Website

The Rhodes Financial Group

  • Financial Planning
  • Certified Financial Planner (CFP)

The Rhodes Financial Group serves individuals and owners of businesses in College Station. Employing the "endowment approach," its consultants gather clients' risk tolerance, time horizon, asset protection needs, and goals to develop personalized financial plans for them. They help create outlines for retirement and tax dues, as well as recommend investment strategies for bonds, stocks, and IRAs. In addition, the advisors provide disability income, life, and long-term care insurance solutions. Founder David L. Rhodes is a CFP who has been featured in USA Today.

1920 West Villa Maria Suite 307
Bryan, TX 77807

Website

Veronica R. Hart, CFP

  • Certified Financial Planner (CFP)

Veronica R. Hart, CFP, offers financial planning and wealth management services to individuals and families in the College Station metro and its surrounding areas. She earned her Certified Financial Planner designation in 1997. As a Registered Investment Advisor, she works with her clients in mapping out their financial goals. She also assists them in reducing the burden of taxes and minimizing the effects of inflation. Hart served as a board member of the Brazos Valley Estate and Financial Planning Council.

1700 George Bush Drive East #230
College Station, TX 77840

Website