Expertise.com

2024

Last updated:

Best Financial Advisors in Pasadena

Our Recommended Top 3

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

38Reviewed

24Curated

3Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
East Medical Center Boulevard, Webster, TX 77598
  • Certified Financial Planner (CFP)

Why choose this provider?

MDT Financial Advisors helps clients in Pasadena and nearby communities achieve their financial goals. The firm provides clients with personalized financial strategies for investment planning, estate planning, tax-efficient investments, portfolio management, and retirement planning. Larry W. Denson, one of the managing partners, previously worked as the assistant vice president at Merrill Lynch for 11 years. He was also a former partner for Head, Maxwell, McKenna & Denson for over 13 years. Larry holds a CPA certification.

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 (2)

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
3709 Center Street, Deer Park, TX 77536
  • Certified Financial Planner (CFP)

Why choose this provider?

Matthew D. Spradley is a financial advisor serving clients in Pasadena and the surrounding areas. He specializes in developing retirement savings and income, estate, and wealth strategies for individuals who want to manage their finances properly. He also offers various investment products, such as mutual funds, fixed-income investments, unit investment trusts, and exchange-traded funds. Spradley has been working at Edward Jones company since 2007. He is also a member of the Deer Park Rotary International and Deer Park Chamber of Commerce.

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 (2)

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
700 Louisiana Street, Houston, TX 77002
  • Certified Financial Planner (CFP)

Why choose this provider?

Post Oak Private Wealth Advisors provides fiduciary financial planning services to clients in and around Pasadena. The firm focuses on advanced risk-managed investing, retirement distribution planning, and cash flow planning. Its wealth management services also cover retirement income, estate planning, and tax planning. Post Oak Private Wealth Advisors has been serving a wide range of clients, including medical professionals, senior executives, high-net-worth families, corporate employees nearing or in retirement, and mid-tier institutional investors for 25 years.

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.
4.9
Google
4.8 / 5 (15)
Facebook
5.0 / 5 (8)

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

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 expenses should you account for as an incoming college student in Pasadena?

    You should account for expenses beyond your tuition fees in Pasadena, whether you will be living at home or on campus. Your educational budget should include transportation, room and board, books, and other supplies. Daily living expenses like meals, laundry, clothes, and laundry should also be listed. Research shows students who receive professional financial advice exhibit high financial literacy. If you feel overwhelmed about managing your collage expenses, a financial advisor can help you.

  • What financial concerns should engaged couples in Pasadena talk about?

    Engaged couples in Pasadena would do well to discuss wedding costs, household budgeting, and employment benefits before the marriage. Doing this will prevent unpleasant surprises and help ease them into married life. Transparency is a must for issues like debts and bankruptcies since these now need to be resolved as partners. If they are uncomfortable about sharing assets, a prenuptial agreement can also be considered.

  • What is the difference between an immediate and a deferred fixed annuity in Pasadena?

    An immediate fixed annuity in Pasadena is more accessible since it provides income 12 months after the contract is purchased. It releases a steady series of payments throughout the set term. Payments for a deferred fixed annuity can be started at a later date. Thus, it is beneficial for those who wish to protect their funds until they reach retirement. Deferred annuity payments may also be bigger than immediate ones since the money has time to grow in value.

  • Why should you avoid holding too much company stock in your 401(k) in Pasadena?

    You should avoid doing this because it exposes your retirement funds to overconcentration, and you could end up losing money. It is too risky to allocate a huge percentage of your 401(k) on a single investment. There is no hard and fast rule as to how much company stock investment is too much in Pasadena. However, it is worth considering whether the company is stable enough for you to take on such risk or if you need to diversify your investments.

  • Should the majority of your investment portfolio in Pasadena comprise cash?

    No, your investment portfolio should only consist of a small percentage of cash in Pasadena. While it is tempting to invest in cash because of its liquidity and higher returns, especially when market rates are high, it tends to only be beneficial in the short term. Cash cannot keep up with inflation in the long run compared to stocks and bonds. That said, it is still useful to save cash for emergencies and other investment opportunities.

  • 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.