Financial Planners in Houston

“My husband and I opened a small business and Nguyen CPA Firm was a life saver and answered all of our questions for our first business tax filling. I'll be recommending their firm“

“Sheila does a thorough job with handling my bookkeeping and taxes for my business and my personal taxes. She is a highly dependable professional who will handle your financial life with care.“

“Extremely knowledgeable and relatable personnel! Will be referring services to my peers.“

“We love working with Baker Wealth Strategies! They are great in both a personal and professional capacity!“

“We’ve been with Heritage Wealth Management since 1997, and what started as a simple need—help choosing investments for a 401(k)—has grown into one of the most important relationships in our lives.
In the early years, we just needed guidance. As our careers progressed and our financial picture became more complex, that guidance naturally evolved into a much more hands-on partnership. They didn’t just keep up with our growth—they anticipated it, helping us make thoughtful decisions each step of the way.
Over time, this relationship extended beyond just the two of us. Our children, now adults, and even our parents have become clients as well. That says a lot about the trust we’ve built. It’s rare to find a firm that can support multiple generations with the same level of care and consistency.
What we value most is their holistic approach. They don’t just focus on investments—they make sure we’re protected on all fronts, from insurance to estate planning, always looking at the bigger picture. And just as importantly, they bring a steady, levelheaded perspective. When markets feel uncertain or chaotic, they’ve helped us stay grounded and confident in our long-term plan.
At this point, Heritage Wealth Management feels less like a service provider and more like an extension of our family. And in many ways, that’s exactly what they’ve become“

“Love this company, Global Financial Aid Services cares about our clients, our team members and the students we impact every day. Our team works diligently to ensure the best experience for clients and their students.“

“It has been a pleasure working with Jack! He has been super responsive and very easy to work with. I have passed him along to serval close friends and trust that they are in good hands. 10/10 would recommend!“

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“Cesar is a great asset to business owners who are in need of pragmatic advice on financial planning to make ensure their family’s future are secure. I have had the chance to speak with him at length about ESOP and found him to be very knowledgeable.“

“Financial Advisory Group has handled our personal & business accounts for 20+ years. We have moved several times across the country for work related reasons. (I am an accountant & my wife is a physician) There have been many contracts that needed to be reviewed, several business ventures to examine, trusts and wills to develop and my 1st step is always to have Financial Advisory Group review all of these life changing opportunities. Having this company on our side in life has given us a peace of mind in this crazy world. We do not worry about the future. We know that this company will help direct us with our best interests in mind.“

“I've been with Texas Wealth Management since 1992. They are honest and truthful. I
You will be glad you went to them.“

“First-class groups of professionals. Our family has worked with the Royal Harbor team for 15+ years and can’t say enough about the phenomenal experience we’ve had. Highly recommend!“