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Best Financial Advisors in Cypress

Laurels
2023
Laurels

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SmartAdvisor by SmartAsset logo
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Free Consultation

SmartAdvisor by SmartAsset

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

Business Description

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
Google
3.2 / 5 (15)

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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Price: Free Consultation

49 Financial logo
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49 Financial

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

Business Description

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
Core+ Financial Strategies logo
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Core+ Financial Strategies

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

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Edgar Investment Management, LLC logo
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Edgar Investment Management, LLC

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12246 Queenston Boulevard, Houston, TX 77095
  • Retirement Planning

Business Description

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.

Kusak Wealth Management logo
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Kusak Wealth Management

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12611 Jones Road, Houston, TX 77070
  • Retirement Planning

Business Description

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
Redfish Capital logo
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Redfish Capital

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

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Richards Financial Planning, LLC logo
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Richards Financial Planning, LLC

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

Business Description

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.

Silver Star Wealth Management logo
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Silver Star Wealth Management

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13525 Skinner Road, Cypress, TX 77429
  • Retirement Planning
  • Tax Planning

Business Description

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.

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