Oak Harvest Financial Group is an independent firm specializing in financial services, catering to individuals by offering a diverse range of insurance and investment products to create personalized financial plans. Their team of advisors and investment managers takes a comprehensive and adaptable approach to designing retirement and investment portfolios that align with your goals. With a particular focus on asset allocation strategy and social security planning, they provide access to various asset classes, including equities, annuities, bonds, real estate, commodities, private equity, and cash. In addition, the firm holds a commitment to treating every client and prospective client with equal dignity, respect, and attentive care. These principles guide the firm's operations, ensuring exceptional service and professionalism. Oak Harvest Financial Group extends its services to clients in League City, the Woodlands, and Sugar Land, expanding its reach in the region.
3 Best Financial Services in Houston, TX
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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 long-term client. I would highly recommend Jared should you need assistance in money management.
We have been clients of Oak Harvest for about a year and a half. They helped organize my retirement financial plan, along with estate planning and related issues. Even though this coincided with a very unpredictable market, their advice has proven to be very effective. They have the expertise and the staff to support all of our financial needs, and we highly recommend them.
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Post Oak Private Wealth Advisors, headquartered in Houston, is a central financial management and advisory firm with clients spanning across the nation. Distinguished by their specialized expertise, they operate as a fiduciary fee-based firm that strongly emphasizes advanced risk-managed investing and retirement distribution planning. Their approach is characterized by exceptional responsiveness and service, going beyond the ordinary to meet clients' needs. Through their dedication to offering investment solutions, they have developed Risk-Managed Portfolios that enable investors to participate in the equity market while mitigating inherent risks. They combine this commitment to risk management with the highest level of expertise, ensuring clients receive unparalleled guidance and support. Working with them is a seamless experience, as they provide a user-friendly package that simplifies the financial process. To explore their services further, reach out to them to arrange a consultation.
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POST OAK PRIVATE WEALTH ADVISORS REVIEWS
Post Oak Private Wealth Advisors is a highly specialized and fiduciary fee-based financial planning firm. From our first interactions, I found them to be extremely transparent about their process, fees, and investment strategy. They have a simple, easy-to-understand philosophy that places the client’s best interest at the forefront. I am extremely happy with the value they have provided.
I am very grateful for the help that Post Oak Private Wealth Advisors has given me in retirement distribution planning. They are extremely knowledgeable and experienced, and they have helped me make the best decisions for my retirement. They have been a great help in ensuring that I will have a comfortable retirement.
I’ve been working with Post Oak for a few years now and they’ve been a huge help in keeping my finances in order. They always offer sound advice and are always up-to-date on the latest changes in the market.
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Financial Synergies Wealth Advisors, based in Houston, Texas, is a distinguished fee-only financial advisor and wealth management firm. With a legacy spanning over 35 years, they have been dedicated to catering to the financial needs of individuals, families, and businesses worldwide. Their ultimate mission revolves around simplifying their clients' financial lives. Certified Financial Planner™ professionals and experienced advisors at Financial Synergies combine the expertise of investment management with holistic financial planning. This unique approach ensures comprehensive wealth management, taking into account all aspects of your financial journey. They prioritize your best interests above all else, ensuring transparent and client-focused services. By seamlessly integrating comprehensive financial planning and prudent investment management, Financial Synergies assists you in growing, managing, and safeguarding your wealth, allowing you to pursue your dreams with confidence. To commence the journey toward financial success, Financial Synergies Wealth Advisors offers a complimentary, no-obligation consultation. This meeting serves as an opportunity to establish rapport and understand your financial goals. The firm prides itself on accessibility, making it easy for clients to communicate with their wealth advisors via phone, in-person meetings, or online discussions. With Financial Synergies Wealth Advisors by your side, you can embrace a brighter financial future and turn your aspirations into reality.
UNIQUE FACTS:
• 100+ years of Experience
• Free consultation
• Meet by phone, in person, or online.
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FINANCIAL SYNERGIES WEALTH ADVISORS REVIEWS
My experience with Financial Synergies has been great over the past couple years. I've worked with several financial advisors in the past, and no one has done a better job at working with me and my family to ensure that we're on the right path. Highly recommend them!
I highly recommend Financial Synergies Wealth Advisors. My interactions with the staff and Advisors is always handled professionally and timely. My wife and I find comfort knowing that the team at Financial Synergies have our best interest in mind.
Just the best, most knowledgeable and most trust worthy you can find. I’m in Boston and it’s like they are down the street from me. Thanks Mike Booker and everyone!
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