Expertise.com

2024

Last updated:

Best Financial Advisors in Cypress

Our Recommended Top 8

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

36Reviewed

24Curated

8Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Cypress, TX
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

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.

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.
4.0

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Cypress, TX

Why choose this provider?

Need help contacting a Financial Advisor in Cypress? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

Website
17302 House & Hahl Road, Cypress, TX 77433
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Why choose this provider?

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.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
15923 Pinyon Creek Drive, Houston, TX 77095
  • Private Wealth Advisor

Why choose this provider?

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.

Website
12611 Jones Road, Houston, TX 77070
  • Retirement Planning

Why choose this provider?

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.

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

Website
1334 Brittmoore Road, Houston, TX 77043
  • Retirement Planning
  • Insurance Products

Why choose this provider?

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.

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 (89)

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

Website
20467 Cypresswood Drive, Cypress, TX 77433
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
12246 Queenston Boulevard, Houston, TX 77095
  • Retirement Planning

Why choose this provider?

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.

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are the benefits of choosing fee-only investment managers in Cypress?

    Choosing fee-only investment managers in Cypress offers a distinct advantage, as they are duty-bound to put the financial interests of their clients first. Legally, this means the investment strategy they develop isn't aimed at boosting corporate earnings but rather at meeting the client's specific financial goals. This commitment to personalized service ensures the individual's unique financial objectives are always at the forefront.

  • Why should individuals in Cypress consistently monitor their credit scores?

    Consistent monitoring of credit scores is critical for individuals in Cypress, as it provides a snapshot of their financial health. By keeping a close watch, they can identify potential issues early, including missed payments, identity theft, or unauthorized credit card use. Even simple misreports can negatively affect their creditworthiness. Therefore, it's essential to challenge inaccuracies promptly to maintain a solid borrowing reputation.

  • How could mutual funds be beneficial for individuals in Cypress?

    Mutual funds provide an excellent investment pathway for individuals in Cypress. Managed by adept finance professionals, these funds allow individuals to invest in various securities, such as stocks and bonds. An adequately diversified portfolio can be established with only six to 10 funds, eliminating the necessity for purchasing multiple securities to achieve the same level of diversification and asset allocation.

  • How does the principle of the time value of money impact individuals and businesses in Cypress, particularly during periods of high inflation?

    The time value of money acknowledges the greater worth of money held today than the same sum in the future. This principle is crucial to individuals and businesses in Cypress, as current funds can be invested for a return, thus enhancing future wealth. This concept becomes more significant with inflation consistently diminishing money's present value. Businesses consider it when investing in product development, infrastructure, or setting credit terms for product sales.

  • Do Cypress residents need to engage local financial advisors exclusively?

    No, Cypress residents don't have to restrict their choices to local financial advisors only. If local advisors don't adequately meet their needs, they can collaborate with advisors based elsewhere. Financial advisors, regardless of location, should possess the necessary expertise to navigate different economic challenges and strategize for optimal investment returns. What matters is finding the right fit for individual financial planning needs, and location often becomes a secondary factor in this equation.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.