Gary Wurl - Certified Financial Planner, is a fiduciary wealth advisor who administers sound personal and professional advice on financial planning, investment management and retirement. Gary understands that each client has their own unique situations so he tailors every client's plan to meet their financial goals. Flexibility and caring are how Gary can help you achieve success. With more than 30 years of experience and many client relationships, he specializes in financial planning, retirement planning, tax strategies, and more. So if you are retiring soon or searching for a financial planner in Houston, TX, he's your guy. Contact Gary today!

Houston Retirement Income Planners' goal is here to help you plan for, and potentially achieve and live the retirement lifestyle you seek. Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals.

This is the objectivity afforded by working with a truly independent financial consultant. We offer you timely, unbiased investment advice and promise to do so with the highest level of integrity and service.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Pat Devine founded Fleetwood Financial Solutions, Inc. in 2005. He has been helping clients in pursuing and working toward their financial goals for 30 years. Pat is a Certified Financial PlannerTM Practitioner, specializing in financial planning, including comprehensive financial planning; estate and wealth preservation; installation and monitoring of corporate retirement plans; executive compensation strategies; and life and long-term care coverage. Fleetwood Financial Solutions, Inc. service covers all areas of financial management: retirement planning, investment planning, estate conservation, business planning and risk management.

As a Personal Financial Representative in Houston, I've gotten to know many local families. I understand that when it comes to planning for your financial future, each person's needs are unique. That's why when you contact me at my Houston office, you'll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

As a Personal Financial Representative in Houston, I've gotten to know many local families. I understand that when it comes to planning for your financial future, each person's needs are unique. That's why when you contact me at my Houston office, you'll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

As a Personal Financial Representative in Houston, I've gotten to know many local families. I understand that when it comes to planning for your financial future, each person's needs are unique. That's why when you contact me at my Houston office, you'll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

As a Personal Financial Representative in Sugar Land, I've gotten to know many local families. I understand that when it comes to planning for your financial future, each person's needs are unique. That's why when you contact me at my Sugar Land office, you'll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

As a Personal Financial Representative in Spring, I've gotten to know many local families. I understand that when it comes to planning for your financial future, each person's needs are unique. That's why when you contact me at my Spring office, you'll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

As a Personal Financial Representative in Houston, I've gotten to know many local families. I understand that when it comes to preparing for your financial future, each person's needs are unique. That's why when you contact me at my Houston office, you'll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

As a Personal Financial Representative in Tomball, I've gotten to know many local families. I understand that when it comes to preparing for your financial future, each person's needs are unique. That's why when you contact me at my Tomball office, you'll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

Welcome, as financial professionals, we at Talbot Financial understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (832) 375-0009.

At McGuff Financial, we formed our firm with the desire to help professionals, families, and business owners develop personalized and tax-efficient financial strategies that can grow with them over the years. Since 1992, we have expanded our firm's offerings and team, but our client focus and passion for helping has never wavered. As a family firm with deep roots in Texas, we enjoy serving Pearland and the greater Houston community.

When it comes to protecting the ones you love from life's uncertainties, each person's needs are unique. When you contact me at my Missouri City office, you'll receive personalized service based on your unique needs. My priority is to help you to create a strategy to give you and your loved ones the peace of mind you deserve.

KOINONIA FINANCIAL, LLC offers comprehensive strategies through a spectrum of financial services. From growing your wealth through investment strategies, planning for your family's future, and preparing for retirement, KOINONIA FINANCIAL, LLC is your established financial advisor in The Woodlands, Texas.

The May Group has been serving the insurance needs of Houston and San Antonio since 1998. We believe in providing "old fashioned" service using state of the art tools and communication. We seek first to provide the broadest and best protection for the client and then work to give the best value for their premium dollar. The May Group makes Insurance SIMPLE

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Strategic Financial Advisors is an independent financial planning firm based in Houston, Texas. We assist clients who want objectivity without any product/sales influence. Our mission is to improve your life measurably by helping you become good stewards of your financial resources.

***Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer; Member FINRA, SIPC. Strategic Financial Advisors is independent of ProEquities, Inc.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the The Woodlands, TX area, Shane Clotiaux will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Here at Viva Financial Group LLC, we share a mission to help families and business owners with planning their future. As a financial services company it is important for us to work with integrity and professionalism in order to keep up with our high standards of service. We invite you to take a look at our mission and our proficient team who is constantly ready to assist you. Today more than ever, clients need a safe, reliable and trustworthy company that at the same time offers competitive and affordable prices. Our financial strength and exclusive organization allows us to provide our clients with exceptional services and reputable customer service. Our affiliation with Guardian Life, one of the top-rated Financial Services c companies, helps us bring you and exemplary service satisfaction that differentiates us from other companies. Our carriers include other acclaimed companies such as ING, Cigna, Humana One, Assurant, Aetna and Transamerica.

Michele Teske is the President of Kolibri Financial Group. Specializing in comprehensive financial planning with a focus on asset allocation, tax mitigation and estate planning, Michele helps clients and their families pursue joyful lives.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Houston, TX area, Steven Kalmus will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

We are committed to maintaining the highest 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 the highest quality information, services, and products to help you reach your goals.

As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.
Trilogy Wealth Management, is dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.

Lakeshore Wealth Advisors, LLC is an independent financial service organization. We have been helping closely held companies and professionals with large estates for over 28 years. We help develop personal and/or corporate financial plans to take full advantage of all tax and growth opportunities.

We are dedicated to providing comprehensive financial and estate planning services to our clients. We will not recommend any course of action or any type of financial product until we are fully aware of the clients goals and objectives - and then only when we are convinced that the recommended action or product is suitable as a long-term solution. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy - but rather, how assets should be allocated based upon the investor's attitudes, objectives, circumstances and risk-taking capacity.

Open Range Financial Group is an independent wealth management firm that helps people reduce the complexity that comes with wealth by taking on the role of the Family CFO.

We act as your trusted resource, coordinating your complete financial picture and providing guidance across every area of your financial life, including tax planning, insurance, estate planning, investments, cash flow and financial planning. Everything we do for you is customized. You're not told in which financial box you fit. Instead, one is custom-built just for your needs. After all, it's your money, your needs and your life!

As a Certified Financial PlannerTM since 1988 I have helped my clients navigate many ups and downs in the financial markets. A CFP must complete extensive training and is held to the highest ethical and educational standards. Throughout my career I have acted as a fiduciary, which means I keep the interests of my clients in mind.

RBR Insurance Group

We are committed to understanding your dreams, learning about your goals, and building long lasting relationships to help achieve what you value most. Whether your goals are to grow and enjoy, or to protect and pass on assets - Bay area Private Wealth Group is here to help with sound, professional advice.

Our planning process has evolved around our continuous research and due diligence. We believe that success is achieved through a long-term collective approach, full transparency, thoughtful portfolio construction, and risk management. Together, these concepts form a powerful, disciplined, and diversified plan.

AXA Advisors Financial Professionals can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future..

Cornerstone Wealth Management provides financial planning and advice for individuals, professionals and business owners, specializing in physicians, dentists, resident physicians and CPAs. We offer a wide range of financial products and services, including: Tax management, Investment and asset management and savings, Retirement strategies, Estate conservation and legacy planning, Insurance (personal and business) and annuity products, Business Planning, Cash Flow and Debt Elimination, and Education Savings Plans. Contact Us to Schedule a Complimentary Consultation.

Legacy Visions Wealth Management is a full-service financial firm located in Houston, Texas and services clients across the nation. I follow a fiduciary standard for financial planning and investment advice, therefore, I'm compelled to put your interests first.

For nearly three decades, Dearborn & Creggs has provided financial planning, investment, and tax advice to individuals, businesses, and non-profit organizations in the Houston metropolitan area and beyond. We have made a genuine difference in the financial lives of many people in the community, and we measure our success by the satisfaction of the people we serve.

People come to us for many reasons. Some want to develop a financial plan that encompasses all of their financial goals while others prefer to focus on individual goals such as retirement planning, investment management, estate planning, or insurance and risk management. Our specialties include 403(b) and 457(b) retirement planning for the educator community, and 457(b) deferred compensation for municipality employees. We understand that financial needs change over time, and we are dedicated to helping our clients identify and pursue their goals through every stage of their life.

Through our affiliation with Lincoln Investment and other strategic partners, Dearborn & Creggs is able to provide our clients with the financial services they need.

Osgood & Associates, P.C. is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our programs and services are designed to assist clients in planning for and achieving their personal financial goals by delivering an unprecedented level of personalized service.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at [email protected] or call us at 713.425.4949.

We look forward to hearing from you!

We are committed to providing a full range of financial services to help people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.