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Best Financial Advisors in Cypress

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49 Financial logo

49 Financial

1334 Brittmoore Road, Houston, TX 77043
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  • 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.

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Core+ Financial Strategies logo

Core+ Financial Strategies

20467 Cypresswood Drive, Cypress, TX 77433
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  • 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.

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Edgar Investment Management, LLC logo

Edgar Investment Management, LLC

12246 Queenston Boulevard, Houston, TX 77095
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  • 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.

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Kusak Wealth Management logo

Kusak Wealth Management

12611 Jones Road, Houston, TX 77070
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  • 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.

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Redfish Capital logo

Redfish Capital

17302 House & Hahl Road, Cypress, TX 77433
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  • 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.

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Richards Financial Planning, LLC logo

Richards Financial Planning, LLC

15923 Pinyon Creek Drive, Houston, TX 77095
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  • 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.

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Silver Star Wealth Management logo

Silver Star Wealth Management

13525 Skinner Road, Cypress, TX 77429
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  • 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.

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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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