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BEST RATED HOUSTON, TX FINANCIAL SERVICES

3 Best Financial Services in Houston, TX

Expert-recommended Top 3 Financial Services in Houston, Texas. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Edwards Financial Group - Houston, TX Financial Services
Edwards Financial Group - Houston, TX Financial Services
Best Financial Services in Houston TX - Edwards Financial Group video
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EDWARDS FINANCIAL GROUP

(4.9 Score)
1177 West Loop South, Suite 1670,
Houston, TX 77027 Directions

Since 2008

Specialty:

✓ Tax Services ✓ Tax Preparation ✓ Business Taxes ✓ Financial Planning ✓ Retirement Planning ✓ Insurance and Risk Management ✓ Business Planning ✓ Finance Management ✓ Estate Planning ✓ Credit Analysis ✓ Personal Credit Solutions ✓ Business Credit ✓ Bookkeeping ✓ Accounting

“2026 Update: Edwards Financial Group LLC offers support to your journey towards long-term financial success and stability through guidance and planning. Jared Edwards and Vince Edwards are managing partners, while Ajai Jones is the operational manager. Their experienced team assists clients in retirement planning, business funds providing smart financial strategies aligned to individual goals. Their mission is to educate and equip clients for their long-term success. They serve as trusted partners and focus on helping individuals make informed decisions, growing wealth and financial freedom. They offer a free platform for learning for successful retirement planning.”

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Contact:

(832) 930-8344

Mon-Fri: 9am - 5pm
Sat & Sun: By Appointment Only

TBR® Inspection Report:

49 Financial - Houston, TX Financial Services
49 Financial - Houston, TX Financial Services
49 Financial - Houston, TX Financial Services
Best Financial Services in Houston TX - 49 Financial video
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49 FINANCIAL

(4.9 Score)
820 Gessner Road, Suite 316,
Houston, TX 77024 Directions

Since 2019

Specialty:

✓ Retirement Projections ✓ Distribution Planning ✓ Estate Planning ✓ Business Planning ✓ Tax Mitigation Strategies ✓ Insurance ✓ Retirement Accounts ✓ Investments

"49 Financial is built on strong core values and belief that working together yields better outcomes. Josh Henson is the marketing vice president of 49 Financial. 49 Financial offers a unique service approach that provides meaningful value to clients. They operate as an independent registered investment advisor. They develop solutions based on each client’s unique needs and a plan that tells how to achieve the goals you’ve shared. 49 Financial's mission is to create community and simplify lives. They are dedicated to improving the lives of others by bringing clarity to their financial future. They provide clear and easy-to-understand answers to their clients' financial questions based on a thoughtful, scientific, and transparent approach to wealth management. They take a comprehensive approach that combines tailored money management, personalized financial planning strategies, and proactive client service to align their clients’ wealth with long-term goals. They focus on managing risks carefully so clients can make confident and secure decisions.

2026 Update: 49 Financial provides general educational content like articles, videos, and podcasts related to investing, taxes, and retirement. Their goal is to improve financial knowledge and help people make informed decisions."

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Contact:

(512) 241-7341 (512) 387-0495

Mon-Fri: 8am - 5:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Oak Harvest Financial Group - Houston, TX Financial Services
Oak Harvest Financial Group - Houston, TX Financial Services
Oak Harvest Financial Group - Houston, TX Financial Services
Best Financial Services in Houston TX - Oak Harvest Financial Group video
9+ YEARS IN TBR
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OAK HARVEST FINANCIAL GROUP

(4.8 Score)
920 Memorial City Way, Suite 150,
Houston, TX 77024 Directions

Since 2008

Specialty:

✓ Retirement Planning ✓ Income Planning ✓ Long-Term Care ✓ Investment Allocation ✓ Legacy ✓ Estate Planning ✓ Tax Planning ✓ 401(k)s ✓ Qualified Retirement Plans ✓ Health Care Planning ✓ Safe Growth Planning ✓ Social Security ✓ Fixed Income ✓ Indexed Annuities ✓ Fixed Annuities ✓ Life Insurance ✓ Dividend Stocks ✓ Long-Term Care Planning ✓ Asset Allocation ✓ Asset Management

"Oak Harvest Financial Group combines their institutional-grade investment management experience for retail clients with detailed financial, tax, and retirement planning. Troy Sharpe is the founder and Chief Executive Officer of Oak Harvest Financial Group. He is a Certified Financial Planner (CFP), a Certified Tax Specialist (CTS), and a Certified Private Wealth Advisor (CPWA). He has Texas Life Insurance Licenses and he was licensed as a Series 65 Investment Advisor. He also created a structured plan called the Retirement Success Plan (RSP) to help people organize all parts of their financial life such as Investments, Income, Taxes, Healthcare, and Estate Planning into a clear, step-by-step strategy. He makes educational videos to help clients and others better understand important financial topics such as Investing, Tax Planning and Retirement. Oak Harvest Financial Group offers complimentary consultations. They then apply their principles to the processes that comprise the company's operations.

2026 Update: Oak Harvest Financial Group has its own investment team that works closely with clients to improve how their money is managed and help them reach their financial goals. Oak Harvest Financial Group gives financial planning access for 24 hours, so that you can check your financial plan anytime without any restrictions with real updates. They believe that regular individuals and families should receive the same level of expert investment care as large institutions. To do this, they use in-depth research a mix of different investment strategies and advanced tools to manage money across various risk levels ensuring client's hard-earned money is handled carefully and professionally."

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Price:

Hourly Fee $100
Financial Consultations (Per Hour):
From $150
Upto $450
Financial Plan:
From $2400
Upto $25,000

Contact:

(281) 800-9127 (281) 949-7404

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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EDWARDS FINANCIAL GROUP REVIEWS

I'm so glad I chose Edwards Financial Group! They were incredibly helpful with our taxes, and both my fiancé and I are really grateful for the support. I'll definitely be a forever customer and highly recommend their services to anyone in need! We are beyond grateful to them. All staff from the front desk to Mr. Edwards himself were beyond exceptional, kind, and amazing!

Edward Financial is hands down the best financial consultant in the state of Texas! Detail-oriented, transparent, and truly committed to their clients’ success. They genuinely care about the people and businesses they serve. Thank you all for your incredible work and everything you continue to do for my business .

The service was excellent! Vince far exceeded our expectations. The office was very nice. The staff was friendly. They were very professional and knowledgeable. I highly recommend!!

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49 FINANCIAL REVIEWS

49 Houston is such a family, friendly office when it comes to financial planning and culture. There are multiple advisors you can choose from but, each and every one of them will make your experience memorable. They truly do put the client first and ensure your needs are taken care of.

Very friendly and customer service oriented. They are very easy to do business with. They are professional and knowledgeable in all areas of finance to help you strategically reach your goals. Thank ya'll for helping me get closer to mine!

Thorough, responsive, and they don’t try to to trick you. I actually learned something about finances.

OAK HARVEST FINANCIAL GROUP REVIEWS

I started working with Oak Harvest and Nicole about a year ago. I am in awe at the level of care, compassion, understanding, resourcefulness and professionalism Nicole and the entire team display! They always listen to my concerns and give me viable options which have resulted in my feeling financially secure. I know they are always watching out for me. I cannot say enough good things about Oak Harvest! Thank you Jessica for leading me to your door and Nicole for your spot on recommendations! I feel truly blessed!

I had a valuable first consultation with Jared Kenney. I found him to be knowledgeable, courteous and genuinely interested in my financial wellbeing. He shared with me the analysis prepared for me even though I chose not to be a longterm client. I would highly recommend Jared should you need assistance in money management.

I have been with OH for 9 months and give them a A+ on results, communication and attitude. Serious, open and knowledgeable - I think it was one of better financial decisions. FYI my AUM at Oak Harvest are low 7 figures. Kudos to Lizzie, Ryan and Adrienne

TBR® Inspection Score Report

EDWARDS FINANCIAL GROUP Total Inspection Points: 118/120
Business Images: 8
Complete Info: 10
Contact Info: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Responsiveness: 10
Review Analysis: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

49 FINANCIAL Total Inspection Points: 117/120
Business Hours: 8
Business Images: 9
Acknowledgments: 10
Complete Info: 10
Contact Info: 10
Current Evaluation: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Responsiveness: 10
Review Analysis: 10
Website Source: 10

TBR® Inspection Score Report

OAK HARVEST FINANCIAL GROUP Total Inspection Points: 116/120
Business Hours: 8
Reviews Study: 8
Business Images: 10
Complete Info: 10
Contact Info: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Responsiveness: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10