Laurels

Best Financial Advisors in Cypress
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

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.

Cypress, 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: --

49 Financial

49 Financial

  • Retirement Planning
  • Insurance Products

Located in Austin, 49 Financial serves clients in Cypress and its surrounding areas. The firm specializes in financial, education, and retirement planning, as well as fixed income and equity investments. It also offers life, long-term care, and disability insurance solutions. 49 Financial is also a part of Thrivent Advisor Network, LLC, a registered investment advisor. Travis Penfield, Hunter Lloyd, and Kyle Sims are the founding partners of the firm. Travis has also been featured on The Mindset Forge.

1334 Brittmoore Road
Houston, TX 77043

Website

Website

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:

89 (Best)

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+

Core+ Financial Strategies

Core+ Financial Strategies

  • Certified Financial Planner (CFP)

Core+ Financial Strategies is an independent boutique wealth management firm that serves clients in Cypress. Since 2010, it has been providing financial solutions to individuals, families, and businesses. The company offers custom-tailored financial plans and investments that are designed to be tax-efficient. Its financial advisors are also equipped to provide risk management, retirement preparation, and estate planning services. One of the firm's managing partners, Brad Wilson, earned his Chartered Life Underwriter designation from the American College of Financial Services in 2014.

20467 Cypresswood Drive
Cypress, TX 77433

Website

Website
Edgar Investment Management, LLC

Edgar Investment Management, LLC

  • Retirement Planning

Edgar Investment Management, LLC, helps Cypress clients looking for financial advice. It strives to help individuals and families with wealth management, retirement planning, and college planning. Its team uses diversified investment strategies, taking into account factors that can lead to long-term financing goals. The company's lead financial planner, Matt Edgar, is a CPA, a Chartered Financial Analyst, and a member of the American Institute of CPAs and the Texas Society of CPAs.

12246 Queenston Boulevard
Houston, TX 77095

Website

Website
Kusak Wealth Management

Kusak Wealth Management

  • Retirement Planning

Established in 1994, Kusak Wealth Management is an independent financial advisory firm catering to families and businesses in the Cypress metro and its surrounding areas. Its services include financial planning, estate planning, tax planning, insurance planning, and investment management. Its staff takes a holistic approach in guiding clients towards financial wellness. Moreover, it works with a network of professionals like attorneys, accountants, and mortgage brokers to serve the customer's long-term financial needs. Co-founder Kevin Kusak is a member of the Financial Services Institute.

12611 Jones Road
Houston, TX 77070

Website

Website

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+

Redfish Capital

Redfish Capital

  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Redfish Capital is a full-service firm that delivers financial solutions to the residents of Cypress and the neighboring communities. Established in 2010, the company’s professionals offer a wide range of services, including financial planning, tax and accounting, and investment management. They also handle home and auto insurance, life insurance, wills, and powers of attorney. Redfish Capital’s president and founder, Brad Murrill, has more than 25 years of experience in the financial services industry.

17302 House & Hahl Road
Cypress, TX 77433

Website

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: --

Richards Financial Planning, LLC

Richards Financial Planning, LLC

  • Private Wealth Advisor

Richards Financial Planning, LLC, is a firm that serves the residents of Cypress and its neighboring areas. It designs plans to help clients control their finances through a process that involves steps such as defining goals, determining estimates based on income and key goals, and growing net worth. Richards Financial Planning owner Van Richards is a Chartered Financial Consultant with more than three decades’ worth of industry experience in financial advising, investments, and insurance.

15923 Pinyon Creek Drive
Houston, TX 77095

Website

Website
Silver Star Wealth Management

Silver Star Wealth Management

  • Retirement Planning
  • Tax Planning

Silver Star Wealth Management provides services to Cypress and the surrounding areas. It caters to individuals and business owners who want to pursue and meet their financial goals and needs. It offers financial planning services to assist clients with their financial reports and social security benefits. Its president, Tim Hudson, has been in the financial industry for more than 20 years. Hudson is a member of the Society of Financial Services Professionals and the founding member of The Academy of Preferred Financial Advisors.

13525 Skinner Road
Cypress, TX 77429

Website

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: A+

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