Financial Advisors in Texas

Travis Cruger, President of Cruger Financial Services, provides the daily market report for KEDT 90.3 FM, and is heavily involved with local non-profit organizations. He currently serves on the board of directors for the Ronald McDonald House of Corpus Christi, the Corpus Christi Police Foundation, and USO South Texas. Travis Has an MBA from Texas A&M University, where he met his wife, Allison. Together, they have two daughters, Lana & Sadie.

There are more ways to manage money than there are people that manage it. In these times you hear many words thrown around the financial industry and media: stocks, bonds, mutual funds, diversification, re-balancing, bulls, bears, etc. There are countless opinions and websites that seem dedicated to information overload, leaving you wondering whom to trust. At Cruger Financial Services we help you make sense of it all. Our focused investment recommendations are always based on your unique needs and are executed with complete transparency. You’ll never be left wondering what you’re invested in, or why.... See More

Hi, I'm Angel Escobedo CFP®

I have worked in the financial services industry since January 2018 after attaining a Bachelor of Science Degree in Personal Financial Planning from Texas Tech University. My primary goal as a financial planner is to help my clients light a financial path to dignity, awareness, hope, and a worry-free life. My experience working with both large broker-dealers and small family offices has allowed me to create a financial planning experience that is both personal and actionable, allowing the client to achieve complete financial peace of mind.

I am an active volunteer in VITA, a nonprofit program that helps low-income individuals get their taxes filed free of charge. Being involved in this program to help give back to the community is something I take pride in.

I enjoy being active and trying out new locally-owned restaurants, breweries, theaters, and other local businesses in my free time.

I've been a numbers guy my whole life, so I like percentages; here are some about me: I am part of the 5.4% of advisors under the age of 30, part of the 3.5% of Black/Latino CFPs in the country, part of the 1% of CFP advisors that speak Spanish, and most importantly I have a 95% client retention rate over the span of my career.... See More

ATX Portfolio Advisors ® is an independent Fee-Only (When You're Up) Investment Advisor based in Austin, TX. We work with clients both on Assets Under Management (AUM) and Hourly engagements.

With the current economic environment & more than 17 years of industry experience, many investors have found our team’s confidential no obligation risk audit, second opinion, & recovery strategy review extremely useful.

WHY WORK WITH US:
I started at Edward Jones 2003 after graduating from Texas A&M University & in 2008 I became a limited partner with the firm.

Since then, I have hired an outstanding, motivated, detail oriented, customer minded branch team, Megan McCoy & Melanie Goodwin.

Our mission in life, is to help affluent investors continue, maintain, & improve their hard earned standard of living for the rest of their life & pass that legacy on to their family.

WHAT WE DO:
We focus on professional financial strategies for affluent business owners, executives, entrepreneurs, families, & individuals.

We work as a financial quarterback, partnering & working in tandem with other professionals including CPAs, estate planning attorneys, & life insurance specialists. Our team can help determine the most appropriate financial strategy for you, your family, & your business.

We use an established process to gain a detailed understanding of your values & goals.

Together we can put a plan in place including but not limited to…
--Retirement Savings Strategies
--Selling Your Business
--Receiving an Inheritance
--Saving for the Dream Vacation Home
--College Savings Plans for Kids or Grandkids
--Long Term Care for Later in Life
--Life Insurance to Plan for the Unexpected
--Charitable Giving
--Leaving a Legacy

WORK WITH US TO:
--Develop, implement, & monitor a comprehensive wealth strategy.
--Make smarter decisions in today's uncertain political, economic, & social environment.
--Obtain a confidential no obligation second opinion, risk audit, & recovery strategy from a seasoned financial advisor.

CALL TO ACTION:
Let’s connect & schedule a confidential no obligation deep dive into your finances today.



http://www.edwardjones.com/brice-milliorn

COMMUNITY INVOLVEMENT:
I am a widely recognized leader in the local Brenham community, having served 6 years on the Washington County Chamber of Commerce Board of Directors, including a year as chairman of the board. I have also served for 14 years in the Blue Blazers Club, including 4 of those years as president. I am currently a member & past President of the Washington County Rotary Club, volunteer at Camp for All, & currently sit on their Camp Friends Board.... See More

My objective is simple: I will focus on understanding your unique values, personal situation and financial needs in order to deliver tailored strategies to you. Our office will help you track your goals and communicate regularly to deliver timely information. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

I began my career with Edward Jones in 2012 in Sugar Land, TX. I hold the professional designations of AAMS® and CRPC®, which help further my ability to work through complex situations. I have served as a trainer to new financial advisors in our firm and am part of our regional leadership team serving as the culture of compliance leader.

My branch office administrator, Nancy King, has twenty five years of experience and is dedicated to providing you with the highest level of personalized service available in our industry.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet your unique goals and needs.

Outside of work, I enjoy attending my children's baseball games, theatre plays, teaching guitar to my oldest and traveling.... See More

MPG is a leading Financial Advisor Recruiter, Financial Headhunter and Financial Recruiter in Houston, Dallas, Fort Worth, Oklahoma City, and Surrounding Areas. Our Financial Advisor Recruiter help you uncover what’s most important to you in Houston, Dallas, Fort Worth and Oklahoma City. Contact Us Today For Your Financial Employment Needs!... See More

Freedom Founder is a community of like-minded investors that helps orthodontists or dentists to overcome their economic barriers and achieve financial freedom. Being a part of a community of investors will help in wealth building for orthodontists through strategic coaching, reliable investment deal flow, and cash-flow opportunities. Our network of esteemed advisors is our greatest strength that helps us survive the turbulence in the market and bring order in chaos through proactive financial planning for dentists. We take immense pride in our ability to generate higher returns and continuous cash flow through reliable real estate investment for doctors. Our collective bargaining power and market expertise help us in negotiating deals and creating investment opportunities that are beyond the reach of individual investors. Our network of fellow practitioners with similar goals and core values ensures a higher layer of safety in investment. We also offer our new members an opportunity to enhance their real estate knowledge and investment skills to achieve higher returns and growth. Freedom Founder is a unique forum that helps generate a reliable passive income source for dentists and provides them with an early retirement plan. For more details, visit our website at https://www.freedomfounders.com/why-choose-freedom-founders/ & https://www.freedomfounders.com/blog/.

Address: 519 E IH 30 # 246, Rockwall, TX, 75087... See More

Gap Financial was established to give everyday people access to what is normally reserved for the ultra wealthy. We believe everyone deserves access to an innovative balance of institutional investment options and unbiased planning advice. We value objectivity, integrity and transparency. So we act as a fiduciary, providing independent investment management and fee-only financial planning tailored to the individual needs of all phases of life. We create personalized investment solutions, with a disciplined process to select, monitor, and adjust your investments so your plan stays on track despite life's ups and downs.... See More

ManagingFinances.net covers topics on general areas of finance such as corporate, public and personal finance includes tax planning, retirement, and estate planning, etc. The blog provides info to help you manage your finances.

.RESIDENT OF WESTON LAKES/FULSHEAR

I am a Baylor MBA graduate as well as a CERTIFIED FINANCIAL PLANNER™ practitioner with over 25 years of experience in helping families and small business meet and exceed their financial goals.

Houston Financial Center - Associate
CERTIFIED FINANCIAL PLANNER™ License 01268 issued 1984
MBA, Baylor University, 1979
BS in Finance from Illinois State University in 1976
Texas Life and Health Insurance Agent
Texas Life and Health Insurance Counselor
IAR, Investment Advisory Representative, Symphonic Financial Advisors

As an associate of the Houston Financial Center, I am committed to maintaining standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
In all our professional relationships, we pledge ourselves to the following rule of ethical conduct:

"We shall, in the light of all conditions surrounding those we serve, which we shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, we would apply to ourselves.”

Resident of Weston Lakes, Texas

Volunteer in local area dog rescue organizations

Active Member and Wrangler of the Fulshear Area Chamber of Commerce

Former Junior Achievement advisor, former Board Member Houston Jaycees

Investment Advisory Services offered through Symphonic Financial Advisors. Insurance offered through Symphonic Insurance. Securities offered through Symphonic Securities, Member FINRA/SIPC, 400 Park Avenue, New York, NY 10022.

Certified Financial Board of Standards owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S.... See More

We provide customized wealth management including investment management and charitable giving expertise that helps simplify our clients’ complex financial situations. We understand the needs of entrepreneurs who are considering selling their businesses or have already sold their business, and we help them plan for financial independence. Because many of our clients haven’t managed their finances for quite a while as they’ve built up their businesses, we provide guidance, education and expertise. Our clients feel informed, confident, and reassured as they enter the next phase of their lives.... See More

We are dedicated to developing lasting relationships with all of our clients. We believe in helping you find the right product and solution whether it is a fixed annuity, a life insurance policy or an individual or group healthcare plan. Maybe you are rolling over a prior company's 401k Plan, preparing for a child going to college, or making sure your business has the proper retirement and succession plan. Whatever the financial situation, we are here to help you!... See More

Steve Swicegood, CFP

Erin Hilton, CFP
Hilton Financial Group, LLC (HFG) was established to help SMALL BUSINESS OWNERS achieve the financial success you deserve. I get you. As a business owner, I have been where you are now. You worry about growing your business, being more efficient, more competitive, more profitable, retaining top employees, providing the best service AND BALANCING all of that with your personal life. The pressure is on, but you don't have the time to optimize and organize your finances. I help you reach that "ah-ha" moment. I help you figure out what you want your life to look like and make it happen. You will be provided with the tools and strategies necessary to accomplish your goals and make life long changes.
I opened my firm, Hilton Financial Group, LLC, to really help transform the lives of as many people as possible. My goal is to provide straightforward financial advice rather than simply handing you a financial plan and waiting for my commissions to roll in or advising you to invest in products that I will get paid on. My practice is based on a passion to make personal finance easy to understand, and more importantly, to show you how to save your money, how to invest your money, how to reduce your taxes, how to pay less in fees, and make sure you have the best insurance products. I work as your personal financial coach. Just like a life coach, a financial coach is in the business of transforming your life.
We provide an alternative to the sales-driven financial services industry. Our model is mentorship-based. Your finances affect every aspect of your life and relationships. As your personal financial coach, let's fulfill your goals, dreams, and plans. Let's transform your life.

... See More

Brandon Parkhurst, CDFA, CFP, CPA/PFS
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Our mission at Parkhurst Consulting is to provide our clients with the very best in Financial Planning Services and solutions that lead them to financial independence. We will make a positive difference in other people's lives and to help them achieve their life's ambitions. We will serve our client's as their Financial Advisor, Consultant, Teacher, Coach and Confidant, and develop relationships with them that will last a lifetime.At Parkhurst Consulting, we are Fee Only Financial Planners offering comprehensive planning services to individuals. We receive no third-party commissions, removing conflicts of interest that may influence an advisor’s recommendation. We work solely for our clients, empowering them to make the best financial decisions possible. We are committed to building long-term client relationships, serving as your Personal Financial Manager. You may have had previous experiences with consultants, advisors, or planners that provided advice but lacked the commitment to implement and service your financial plan through the years. At Parkhurst Consulting, we provide unique financial strategies with the discipline to assist you in the ongoing management of your financial plan. In addition, we are Certified Public Accountants that understand the technical implications and strategies related to the implementation of your financial plan and not just the big picture.... See More