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Best Financial Advisors in League City

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League City, TXLeague City, TX

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.

League City, TXLeague City, 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: --

16850 Royal Crest Drive, Houston, TX 77058
Houston, TX 77058
  • Certified Financial Planner (CFP)

Davis & Associates is a firm that serves clients in League City. Its financial advisors execute a financial program utilizing services including tax management, retirement strategies, estate conservation, accounting services, and investment management. It also offers insurance, investment, and annuity products. Brian Stephens, the company's director of wealth management and planning, is a certified public accountant, Certified Financial Planner, and Personal Financial Specialist. He is a member of the National Association of Financial and Estate Planning and the Hispanic Chamber of Commerce.

16850 Royal Crest Drive, Houston, TX 77058
Houston, TX 77058

Website(281) 422-3087

Show Number

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:

5 (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: --

1014 N. Meyer Avenue, Seabrook, TX 77586
Seabrook, TX 77586
  • Tax Preparation

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.

1014 N. Meyer Avenue, Seabrook, TX 77586
Seabrook, TX 77586

Website(281) 332-2555

Show Number

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:

4.6 / 5 ( Best)

Total Reviews:

16 (Better)

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+

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

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.

18333 Egret Bay Boulevard Suite 600, Houston, TX 77058
Houston, TX 77058

Website(281) 333-3800

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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: --

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

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.

1013 E Main Street, League City, TX 77573
League City, TX 77573

Website(281) 724-9177

Show Number

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:

3 (Best)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

42 (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: --

Detail: --

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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