Laurels

Best Financial Advisors in Victoria
2022

Bumgardner Morrison

Bumgardner Morrison

  • Certified Financial Planner (CFP)

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.

1501 E Mockingbird Ln, Suite 300
Victoria, TX 77904

Website

Website

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:

2 (Better)

Average Review Score:

4.4 / 5 ( Best)

Total Reviews:

13 (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+

Keller & Associates CPAs, PLLC

Keller & Associates CPAs, PLLC

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

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.

101 S. Main Street, Suite 300
Victoria, TX 77901

Website

Website

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:

2 (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: A+

KMH Wealth Management, LLC

KMH Wealth Management, LLC

  • Certified Financial Planner (CFP)

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.

101 S Main Street, Suite 300
Victoria, TX 77901

Website

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: --

Orr Financial Group

Orr Financial Group

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

1101 Salem Road, Suite E
Victoria, TX 77904

Website

Website

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:

3 (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: A+

Roloff, Hnatek & Co., L.L.P.

Roloff, Hnatek & Co., L.L.P.

  • Estate Planning
  • Tax Planning

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.

120 S Main St Ste 300
Victoria, TX 77901

Website

Website

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:

1 (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: --

Sather Financial Group

Sather Financial Group

  • Certified Financial Planner (CFP)

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.

120 E. Constitution St.
Victoria, TX 77901

Website

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: A+

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