3 Best Financial Services in Houston, TX

“49 Financial is one of the leading financial planner in Houston, Texas. Josh Henson is the market vice president of Houston. As the Houston Market Vice President at 49 Financial, He leads the management and growth of their Houston office with a mission to create community and simplify lives through holistic financial planning services for families and business owners. He has 11 years of experience in the financial planning field. He holds life and health insurance, Series 7, and 66 licenses and specializes in investment management, tax planning, retirement planning, estate planning, and insurance. At 49 Financial, their 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 straightforward answers to their client's financial questions, utilizing a thoughtful, scientific, and transparent approach to wealth management. Using a comprehensive and personalized approach, the firm employs evidence-based strategies to help clients achieve their goals while managing risk effectively.”

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“Oak Harvest Financial Group is an independent financial services firm that helps individuals to create financial plans using various insurance and investment products. Troy Sharpe is the CEO and founder of the firm. As CEO, he is responsible for the vision, execution, and delivery of services at Oak Harvest Financial Group. He is also the creator of the firm's Retirement Success Plan. He is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), Certified Private Wealth Advisor® (CPWA®) and Certified Tax Specialist® (CTS®). He has a Series 65 Investment Advisor license and a Texas life insurance license. He completed his finance degree from Florida State University and his Certified Financial Planning certification at the Susanne M. Glasscock School of Continuing Studies at Rice University. The team builds custom plans to reduce risk, increase income, and help you pay less tax. Their advisors and investment management team develop a comprehensive and flexible approach to designing your retirement and investment portfolio. The firm focuses on asset allocation strategy and social security. They provide asset classes, including equities, annuities, bonds, real estate, commodities, private equity, and cash. Every client and prospective client is treated with equal dignity, respect, and attention. They then apply their principles to the processes that make up the company's operations. They also serve in League City, the Woodlands, and Sugar Land.

UNIQUE FACTS:
• Complimentary Consultation.”

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“Post Oak Private Wealth Advisors is a boutique-based advisory firm located in Houston. The firm specializes in risk-managed investment solutions, tax strategies, and distribution planning for corporate employees. Robert M. Wyrick, Jr. is the Chief Investment Officer and Managing Director for Post Oak Private Wealth Advisors. The firm is honored to be often featured in the media because they have a reputation for financial expertise. However, they are considered a top advisory firm, not because the media trusts them, but because their clients have placed their trust in them and continue to earn their trust every day. Their way of doing things is about being flexible and ensuring customers are extremely satisfied. They're top-notch at going above and beyond to meet everyone's needs. They can help you understand what kind of retirement you can expect and the steps necessary to achieve your personal and financial goals. They combine this commitment to risk management with the highest level of expertise, ensuring clients receive outstanding guidance and support. Working with them is easy because they offer a simple and user-friendly package that makes dealing with finances a breeze. To explore their services further, contact them to arrange a consultation.”

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