Expertise.com
2024

Last updated:

Best Financial Advisors in League City

Our Recommended Top 5

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 League City Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

27

Reviewed

18

Curated

5

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

League City, TX
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial 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

League City, TX

Why choose this provider?

Need help contacting a Financial Advisor in League City? 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
1014 N. Meyer Avenue, Seabrook, TX 77586
  • Tax Preparation

Why choose this provider?

Main Street Tax Advisors provides counseling services and tax preparation assistance for individuals and businesses in League City. It serves clients with different professions like physicians, child care professionals, and real estate investors. The firm offers advice on business organization and retirement planning. Managing member Judy West oversees the preparation of more than 500 tax returns every year. She worked as a financial consultant at Salomon Smith Barney, Inc., where she supported high-net-worth individuals in their investments.

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
18333 Egret Bay Boulevard Suite 600, Houston, TX 77058
  • Business Formation

Why choose this provider?

Texas Wealth Management, LLC is an independent financial advisory firm serving League City. For more than 35 years, it has provided a comprehensive and personalized menu of services in all areas of financial life and tailored to their clients’ needs, including distribution, family wealth, investment, retirement income, and tax reduction planning to a diverse range of clients. Other services include recommending investment options, designing custom portfolios, and managing them. Clients can call to schedule a complimentary meeting.

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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Website
1013 E Main Street, League City, TX 77573
  • Estate Planning

Why choose this provider?

Tom Crews is an accounting and business consulting firm that serves the financial needs of the League City metro and neighboring areas. The firm helps individuals, businesses, estates, non-profits, and homeowners' associations in managing their finances. It offers services that focus on gaining long-term value, such as financial and retirement planning, employee pension and profit-sharing plans, and financial projections. Its professionals also assist clients in tax management, debt advising, transaction structuring and negotiations, and business valuations.

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
Google
4.6 / 5 (43)
Facebook
5.0 / 5 (7)
Yelp
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.
2.5
Responsiveness
Friendliness
Helpfulness
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Detail
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Frequently Asked Questions

  • 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 advantages of sticking with bonds in League City instead of holding on to stocks for dividend reasons?

    Sticking with bonds in League City gives the holder a guarantee that at a stated point in the future, the company will pay back the investor with interest. There is no equivalent promise by a corporation to release dividends to stockholders. First, no wealth is distributed to shareholders if the business loses money in a given year, and even if it profits, the amounts may be reinvested.

  • What is the advantage of municipal bonds over ordinary bonds in League City?

    Municipal bonds in League City are less risky because the income generated when these grow is not normally subject to federal income taxes. The government wishes to encourage its citizens to lend money for public use, and the tax perks are designed for this purpose. It is also unusual for a government to go bankrupt, so holders should hypothetically always get something once the documents mature.

  • Why is probate avoidance the financially sound choice in League City?

    Probate avoidance is the financially sound choice in League City because, like any court process, probate is costly. While initially designed to save time and hassle by giving conflicting parties an opportunity to get a fair share in a decedent's estate, the actual procedure can deplete the deceased's assets by up to a tenth.

  • What benefit does a financial professional add to the planning process of newlywed couples in League City?

    A financial professional in League City helps newlywed couples set out their monetary goals and budgets. Advisors teach new couples how to prepare for big purchases and how much to set aside each month for various needs, such as retirement and emergencies. A neutral third party also smooths out kinks in communication between spouses.

  • What concepts must parents teach children about managing money in League City?

    In League City, parents can begin teaching children about money matters by discussing the concept of needs and wants. Kids should learn that desires do not need to be met immediately, unlike necessities. This is paired with educating them on the notions of spending versus saving and how to let money grow before depleting it.

  • 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.