Expertise.com

2024

Last updated:

Best Financial Advisors in Victoria

Our Recommended Top 6

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

21Reviewed

15Curated

6Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
1101 Salem Road, Suite E, Victoria, TX 77904
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Orr Financial Group serves customers in Victoria and the surrounding communities. It helps clients achieve their financial goals by offering planning services. Its plans encompass fiscal areas, such as charitable and estate planning, college funding, and retirement accumulation and distribution planning. It also deals with different types of investments, including advisory and brokerage accounts, corporate bonds, mutual funds, private placements, and variable annuities. Steve H. Orr, the founder, brings over 30 years of experience in the financial industry. He holds the Accredited Investment Fiduciary designation.

License Verified:

License: 1583467

Investment Adviser Public Disclosure Database, SEC

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
Facebook
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

Website
1501 E Mockingbird Ln, Suite 300, Victoria, TX 77904
  • Certified Financial Planner (CFP)

Why choose this provider?

Bumgardner Morrison is a full-service accounting firm that caters to clients in Victoria and the surrounding areas. It has been in the industry for over 70 years, working with individuals and businesses looking to manage and protect their investment, retirement, insurance, education, income, and business. They consult the client to determine their unique goals and provide a tailored plan based on their needs. The firm also offers tax, audit, and accounting services. It serves as a member of the AICPA.

License Verified:

License: 4394805

Investment Adviser Public Disclosure Database, SEC

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.
3.9
Google
3.9 / 5 (11)

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
120 E. Constitution St., Victoria, TX 77901
  • Certified Financial Planner (CFP)

Why choose this provider?

Sather Financial Group is a locally owned business serving individuals and families in Victoria. It is a fiduciary financial consulting firm offering tax planning, portfolio management, and asset acquisition. In addition, it advises people regarding estate and retirement planning. Currently, Sather Financial Group oversees over $1 billion in client assets. The company's executives, Dave Sather, Warren Udd, and Jon Zahradka, are Certified Financial Planners. Zahradka is also a Certified Public Accountant.

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
101 S Main Street, Suite 300, Victoria, TX 77901
  • Certified Financial Planner (CFP)

Why choose this provider?

KMH Wealth Management, LLC, is an independent financial advisory firm that caters to citizens in Victoria. The company's history dates back to 1969. In 2008, it was formed as a separate entity. Services include portfolio design and monitoring, annuity and insurance review, tax planning, and cash flow allocation. Its team of Certified Financial Planners has also structured the XY Now Plan, which is suitable for professionals under 40. They also render services for nonprofits and businesses.

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
120 S Main St Ste 300, Victoria, TX 77901
  • Estate Planning
  • Tax Planning

Why choose this provider?

Roloff, Hnatek & Co., L.L.P., has been offering financial services to clients in Victoria since 1942. The firm helps people organize their finances to achieve their current and future goals. This includes planning their tax payments and setting up estates, along with preparing a retirement plan with a stable income after leaving the workforce. Individuals and businesses can also hire the firm to handle bookkeeping and IRS representation. Mary Ann McAdams has decades of experience in financial planning and accounting.

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
––

Website
101 S. Main Street, Suite 300, Victoria, TX 77901
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Keller & Associates CPAs, PLLC, provides financial solutions for individuals and businesses in Victoria. The firm's team concentrates on tax planning and preparation for partnerships, sole proprietorships, trusts, S-corporations, non-profits, and C-corporations. Additional services are IRS representation, family office administration, farm and ranch accounting, payroll management, and bookkeeping. Its financial specialist, Thomas Lane Keller, has been dealing with public accounting, banking, and wealth management for over four decades. He is currently a member of the President's Regional Advisory Board for the University of Houston-Victoria.

License Verified:

License: 111610

Investment Adviser Public Disclosure Database, SEC

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

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.

  • In Victoria, what do you need to do as a newly married couple in terms of financial matters?

    As a newly married couple in Victoria, you and your spouse are advised to merge your finances. You need to establish first a joint budget to make sure that you and your partner are on the same financial page. You also need to review and update your employment benefits, as well as your wills, insurance, and other accounts.

  • How can you safeguard a small business in Victoria in case of the owner's death?

    In Victoria, creating a buy-and-sell agreement is the way to safeguard a small business in case of the owner's death. It is a contract involving different entities within a corporation. Investors are requested to buy the interests of the deceased owner to protect the enterprise from loss of revenue.

  • Do you need to see a financial advisor in Victoria when you are near retirement?

    Yes. You are encouraged to see and talk to a financial advisor when you are near retirement in Victoria. You can ask questions and get advice regarding your concerns with your finances. Your advisor will also help you determine your short-term and long-term goals, as well as calculate your income and expenses to know if it fits the life you want when you retire.

  • What should you look for in an extended-care policy in Victoria?

    In Victoria, you should know the costs and benefits of an extended-care policy. You should be aware of the covered facilities like assisted living institutions, home health and hospice care, and adult daycare centers. You also need to determine whether the policy is tax-qualified, the elimination period, the maximum benefit amount, and how much its daily, weekly, and monthly payments are.

  • When can you start establishing a 529 education savings plan in Victoria?

    There is no definite time and date for establishing a 529 education savings plan in Victoria, but it is advised that you start as soon as you can. If you are a parent or guardian, you have to keep in mind that the earlier you start saving, the more time your investments will grow. Funds from the 529 plan can be used for qualified education expenses of your beneficiary.

  • 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.