Best Financial Advisors in Conroe

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Allied Wealth logo
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License Verified:

License: 5358097

Investment Adviser Public Disclosure Database, SEC

Allied Wealth

26410 Oak Ridge Drive #120, Spring, TX 77380
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  • Certified Financial Planner (CFP)

Business Description

Allied Wealth serves individuals and businesses throughout the Conroe area. This company offers financial planning services and provides clients with various programs that will help them minimize losses and maximize returns. It gives clients their private online account portal where they could access and check their accounts. The company also offers estate and tax planning services. President and founder Ryan Wheless has been helping clients with their finances for more than 15 years. He holds Accredited Tax Preparer and Chartered Retirement Planning Counselor designations.

License Verified:

License: 5358097

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.9
Facebook
5.0 / 5 (25)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Avion Wealth logo
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License Verified:

License: 134242

Investment Adviser Public Disclosure Database, SEC

Avion Wealth

2829 Technology Forest Blvd, Suite 300, The Woodlands, TX 77381
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  • Certified Financial Planner (CFP)

Business Description

Avion Wealth serves individuals and businesses in the Conroe metro. The firm offers financial planning and wealth management services, providing clients with wealth confidence plans that reflect their goals. It also builds custom asset allocation models that incorporate various strategies, such as dynamic asset allocation, household-level rebalancing, and tax-managed asset location. In addition, it provides professionals from the energy and airline industries with advice for their retirement. Avion Wealth’s clients include leaders from Chevron, Halliburton, and Shell. Its wealth managers are also all CFP professionals.

License Verified:

License: 134242

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Hebert Financial Services logo
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License Verified:

License: 2134720

Investment Adviser Public Disclosure Database, SEC

Hebert Financial Services

2751 South Loop 336 W, Conroe, TX 77304
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  • Retirement Planning

Business Description

Herbert Financial Services caters to individuals, families, and businesses in Conroe. The wealth management firm helps clients achieve financial freedom through investment, retirement, and insurance planning. Its financial advisors guide businesses in establishing group retirement plans, such as 401k, IRA, and SEP. The firm also offers insurance products from multiple carriers, including Prudential, and Allianz Life. Firm president Lloyd Herbert has over 25 years of industry experience. He is a member of the Million Dollar Round Table and the Financial Industry Regulatory Authority.

License Verified:

License: 2134720

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.3
Google
4.3 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
HFG Wealth Management logo
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License Verified:

License: 148406

Investment Adviser Public Disclosure Database, SEC

HFG Wealth Management

1790 Hughes Landing, Suite 350, The Woodlands, TX 77380
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  • Private Wealth Advisor

Business Description

HFG Wealth Management is an independent firm that has been serving Conroe since 2008. It caters to individuals, families, and business owners, helping them achieve their financial goals through its comprehensive risk management solutions. The company conducts mortgage financing consultations, 401(k) rollover and monitoring, investment portfolio analysis, and asset allocation and rebalancing. It also offers life and long-term care and disability insurance. Founder Larry Harvey is a ChFC who brings 35 years of industry experience. He is a member of the Financial Planning Association.

License Verified:

License: 148406

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.6
Facebook
5.0 / 5 (26)
Google
4.3 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
IMG Financial Group, Inc. logo
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License Verified:

License: 1100789

Investment Adviser Public Disclosure Database, SEC

IMG Financial Group, Inc.

4550 Post Oak Place, Suite 125, Houston, TX 77027
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

Founded in 1981, IMG Financial Group, Inc., caters to individuals, professionals, and business owners in Conroe and the surrounding communities. The firm designs asset allocation strategies, determines retirement savings needs, evaluates investment strategies, and helps clients establish an emergency fund in the event of a disability. It also offers group medical insurance, deferred and fixed annuities, asset management programs, and executive bonus arrangements. The company's president, Jeff Applebaum, brings more than 20 years of experience.

License Verified:

License: 1100789

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
4.6 / 5 (96)
Facebook
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Legacy Capital logo
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License Verified:

License: 305834

Investment Adviser Public Disclosure Database, SEC

Legacy Capital

1725 Hughes Landing blvd.Ste. 830, The Woodlands, TX 77380
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  • Retirement Planning

Business Description

Legacy Capital is a wealth management company serving individuals, families, and business owners in Conroe. It assists in creating financial plans for debt elimination and helps set goals for wealth management. The firm also offers solutions for developing investment portfolios based on the risk tolerance and needs of each client. It provides guidance in estate planning, tax strategies, retirement, and business formation. Legacy Capital's managing partner, Crystal Prachyl, has been in the industry since 2007. She is a Certified Financial Planner and a Certified Divorce Financial Analyst.

License Verified:

License: 305834

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (5)
Facebook
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
McKinney Capital Management logo
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License Verified:

License: 4800098

Investment Adviser Public Disclosure Database, SEC

McKinney Capital Management

8 Greenway Plaza #1414, Houston, TX 77046
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Business Description

McKinney Capital Management is a firm that provides financial solutions to clients in Conroe and the neighboring communities. Its financial advisors assist clients in meeting their short- and long-term investment and retirement goals. They also help clients navigate complex financial matters in making plans for their lifestyles, children's education, taxes, insurance, and estates. Frank McKinney III, the firm's founder and partner, has been offering investment advice to clients since 2000. He is also a Certified Fund Specialist.

License Verified:

License: 4800098

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.7

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Messier Financial Advisors logo
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License Verified:

License: 1299987

Investment Adviser Public Disclosure Database, SEC

Messier Financial Advisors

1330 Post Oak Blvd., Suite 2800, Houston, TX 77056
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  • Retirement Planning
  • Insurance Products

Business Description

Messier Financial Advisors caters to clients in the Conroe metro and the surrounding areas. It helps individuals manage and maximize their wealth by offering financial planning services. These cover business, estate, and retirement planning, education funding, and insurance. It also assists with choosing different types of investments, such as fixed and variable annuities and mutual funds. Brian P. Messier, one of the financial planners, brings over 35 years of experience in the industry. He holds the Chartered Financial Consultant designation.

License Verified:

License: 1299987

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.5
Outlook Wealth Advisors, LLC logo
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License Verified:

License: 291465

Investment Adviser Public Disclosure Database, SEC

Outlook Wealth Advisors, LLC

224 Ed English Drive, Suite A, Shenandoah, TX 77385
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  • Certified Financial Planner (CFP)

Business Description

Outlook Wealth Advisors, LLC helps clients organize their financial resources in Conroe and the surrounding areas. Retirement income strategies, asset protection, tax schemes, and estate preservation are among the solutions offered by the agency. Its advisors work hard to address retirement issues such as lifestyle changes, healthcare costs, social security claims, and the possibility of earning retirement income while spending savings. Allen Neuenschwander, co-founder, is a CPA and a CFP. He has written for Kiplinger magazine and Forbes as an author.

License Verified:

License: 291465

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
3.8
Google
3.9 / 5 (15)
Yelp
3.5 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Rhame & Gorrell Wealth Management logo
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License Verified:

License: 283027

Investment Adviser Public Disclosure Database, SEC

Rhame & Gorrell Wealth Management

1330 Lake Robbins Drive, Suite 360, The Woodlands, TX 77380
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  • Certified Financial Planner (CFP)

Business Description

Rhame & Gorrell Wealth Management has been serving clients in Conroe and its surrounding areas since 2016. It offers a wide range of services, from financial planning and retirement planning to investment management and tax optimization. Approximately 85% of the individuals and families served by the company are from the energy sector, primarily ExxonMobil executives. It is knowledgeable in the ExxonMobil Savings and Pension Plans and has assisted thousands of employees in achieving their retirement objectives.

License Verified:

License: 283027

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.6
Google
4.6 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
U.S. Capital Wealth Advisors logo
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License Verified:

License: 288199

Investment Adviser Public Disclosure Database, SEC

U.S. Capital Wealth Advisors

4444 Westheimer Road Suite G500, Houston, TX 77027
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

U.S. Capital Wealth Advisors comprises a group of financial industry professionals that has been serving clients in Conroe and the surrounding locations since 2010. They provide differentiated investment possibilities and unique investment solutions to help secure their clients' financial outlook. They assist in investment planning and management, retirement planning, risk management, and tax and estate planning. Other services are succession planning, employer-sponsored plans, and banking and lines of credit. Managing partner and board member Patrick Mendenhall has been in the financial services industry for over 33 years.

License Verified:

License: 288199

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
––
Detail
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Viaggio Wealth Partners logo
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License Verified:

License: 5033414

Investment Adviser Public Disclosure Database, SEC

Viaggio Wealth Partners

32731 Egypt Lane Suite 804, Magnolia, TX 77354
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  • Retirement Planning

Business Description

Viaggio Wealth Partners provides solutions to the financial concerns of customers in the Conroe area. It offers financial planning services to individuals who are building their careers and those nearing their retirement. The company consults with each client to determine their goals, time horizon, and risk tolerance and develop investment strategies that suit their situations. Barry Tate, the CEO of Viaggio Wealth Partners, served as the chairman of the Board of the Greater Magnolia Chamber of Commerce.

License Verified:

License: 5033414

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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