Expertise.com

2024

Last updated:

Best Financial Advisors in Sugar Land

Our Recommended Top 9

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

29Reviewed

21Curated

9Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Sugar Land, TX
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Sugar Land, TX

Why choose this provider?

Need help contacting a Financial Advisor in Sugar Land? 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
514 Brooks Street, Sugar Land, TX 77478
  • Certified Financial Planner (CFP)

Why choose this provider?

Sugar Land Financial Advisors offers comprehensive financial planning services for individuals and business owners. Its financial advisors help clients in Sugar Land achieve short- and long-term financial goals through retirement and estate planning, and money, investment, and tax management. The firm also offers personal, life, and liability insurance products. Founder Louis Perkins has over 30 years of industry experience. He holds a Series 6, 7, and 63 securities registration with the Financial Industry Regulatory Authority, and a health and life insurance license.

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

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
54 Sugar Creek Center Boulevard, Suite 300, Sugar Land, Tx 77478
  • Certified Financial Planner (CFP)

Why choose this provider?

Saleem & Associates offers financial advice to clients in the Sugar Land area. Individuals and families can get help with managing their wealth so that they have enough income and savings to meet their needs. The firm's advisors also help set up an investment portfolio that fits a client's risk tolerance, along with reviewing insurance policies, taxes, and retirement plans. For more than 15 years, Susan Saleem has been providing financial services as a Certified Financial Planner.

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
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Detail
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Website
2245 Texas Dr Ste 170, Sugar Land, TX 77479
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

The Noble Group offers financial advice to residential and commercial clients in Sugar Land. It educates individuals and families about children's college education, retirement planning, and legacy building. Its advisors aim to provide ongoing financial counseling on wealth management and preservation. In addition, they conduct retirement plan consulting for plan sponsors. CEO Tom Noble, who has been in the financial industry for over 30 years, founded the firm in 1996. He holds a certification as an Accredited Investment Fiduciary.

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

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
4444 Westheimer Road Suite G500, Houston, TX 77027
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist

Why choose this provider?

U.S. Capital Wealth Advisors (USCWA) is an independently owned investment advisory firm that serves the Sugar Land community. It offers a broad range of wealth management solutions, including financial planning, tax-exempt securities, investment management, insurance, and lending. It also helps businesses with succession planning and 401(k) and employer-sponsored plans. Private equity offerings for ultra-high-net-worth clients are also available. US Capital Advisors was founded in 2010 and has joined forces with Legacy One Financial Advisors in 2021 to become USCWA.

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

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
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Website
4550 Post Oak Place, Suite 125, Houston, TX 77027
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Tax Planning

Why choose this provider?

Since 1981, IMG Financial Group, Inc., has been providing clients in Sugar Land and the nearby areas with customized solutions for reaching their financial goals. The financial advisors create these plans by determining the client's current financial position, assessing their risk tolerance, and designing an asset allocation strategy. They also help individuals in planning for retirement, evaluating tax-minimizing strategies, preparing for possible disability or death, and transferring an estate. Business planning services are also available.

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.
3.7
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
12946 Dairy Ashford Rd Suite 320, Sugar Land, TX 77478
  • Retirement Planning

Why choose this provider?

Benzer Capital offers financial services to clients in Sugar Land. Its advisors help people with handling their wealth so that they have adequate income and savings. They also aid in the preparation of a secure retirement income after leaving the workforce. In addition, the firm helps find investment options based on a client's goals and risk tolerance. Benzer Capital founder and principal partner Salim Nathani is a Certified Financial Planner with more than 15 years of industry experience.

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
4800 Sugar Grove Blvd. Suite 100, Stafford, TX 77477
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Early, McClintic & McMillan, LLC, assists its Sugar Land-based clients to make healthier financial decisions through planning and wealth management. Applying its around 100 years of combined experience, its team of financial advisors designs financial plans for families that include retirement planning, college planning, cash flow planning, estate planning support, insurance planning, and employee benefits planning. The company follows a process that assesses the client's financial goals, recognizes and balances the risks, builds an investment portfolio, and monitors its long-term growth.

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.
4.3

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.

  • Should one choose a 15- or 30-year mortgage while looking for loan options in Sugar Land?

    Your situation and money will determine whether you choose a 15- or 30-year mortgage in Sugar Land. A 30-year mortgage is ideal if your budget is limited and you want a low monthly payment. A 15-year mortgage may be better if you want to pay off your property quickly, but the monthly payment will be higher.

  • Do you have to pay taxes when transferring property as a gift in Sugar Land?

    The value of the building determines whether you must pay taxes when transferring property by gift deed in Sugar Land. You will not have to pay gift taxes if the value is less than the federal gift limit. Please note that Texas does not impose gift taxes on real estate transfers between family members. In addition, there is no capital gains tax in the state, so you may only be subject to federal taxes.

  • As a retiree in Sugar Land, does Texas have tax-friendly laws that give opportunities to maximize savings?

    If you are a retiree in Sugar Land, Texas, it features tax-friendly regulations that will allow you to maximize your budget and have more financial flexibility. For example, certain types of retirement income, including pensions, Social Security benefits, and retirement savings, are not subject to state taxes. In addition, the state provides homestead exemptions and "senior freezes" on school property taxes.

  • Is it financially safer to choose private health insurance coverage in Sugar Land than government-funded options?

    Choosing between commercial and government-funded health insurance plans should be done wisely since each has its own set of advantages and limitations. If you intend to get one, you should assess the sort of coverage you require, your monthly budget, and the best plan and network for your scenario.

  • What are the telltale indications of a Ponzi scheme to look out for if investing in Sugar Land?

    When planning to invest in Sugar Land, you should be vigilant when deciding where to invest, as some offers may be Ponzi schemes in disguise. You should look for warning signs, such as misleading or fraudulent advertisements, unsolicited calls, affinity fraud, and junk mail. Remember, Ponzi schemes are illegal in Texas, according to Texas Business and Commerce Code § 17.461.

  • 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.