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.
3 Best Financial Services in Houston, TX
Expert recommended Top 3 Financial Services in Houston, Texas. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
49 FINANCIAL REVIEWS
Very impressed with my experience with 49 Financial Houston. The amount of time Nick Ryan and Josh Henson have taken to not only answer any questions my Husband and I may have but just spent on making sure we reach our financial goals has been outstanding! Nick has been extremely professional and patient through this entire process. Both Nick and Josh are very knowledgeable and I am confident they are doing what is in our best interest. I highly recommend this company.
Conner Haney at 49 Financial is amazing! He's very responsive, professional, and has wonderful customer service. I can depend on him to have answers for all of my questions, make sure I'm up to date on my financial goals, and ensure I understand every aspect of the process. I trust that Conner has my best interest at heart and will work 24/7 to make sure the service I'm receiving is excellent.
My experience with 49 Financial has exceeded my expectations. This is my first time using a financial planner. Knight Doggett has provided true transparency in structuring my retirement plan. The process has been informative and their approach gives you confidence in their decision making. If you are considering changing your financial planner or have never considered having a professional to oversee your investments and life insurance - I would highly recommend 49 Financial.
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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.
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OAK HARVEST FINANCIAL GROUP REVIEWS
We've worked with Oak Harvest for over three years now and are extremely satisfied with their performance. Troy Sharpe is very knowledgeable about what is important to retirees and offers a very comprehensive approach to retirement planning using any and all financial instruments to construct a financial portfolio tailored to what's important to each client. Chris Perras has an exceptional understanding of the financial markets and regularly shares his insights with clients. We've been very pleased with our investment performance since joining Oak Harvest. All of the staff we have interacted with are knowledgeable, responsive and genuinely want to provide exceptional service. It's a pleasure to do business with Oak Harvest.
The team at Oak Harvest Financial Group takes the time to find out what matters to YOU in retirement, so they can help you achieve that as reality. It was very freeing to know that we had a plan, a map going forward for comfortable income in retirement and protection of our assets. They are responsive to queries, have a wealth and wide breadth of financial professionals on the team, and are fiduciaries. They have weekly podcasts to help decipher trends & investment strategies and occasional seminars. We highly recommend Troy, Jared & the whole Oak Harvest Team.
I would highly recommend Oak Harvest Financial Group for your retirement planning. We have always been treated well. They keep us informed , provide great service, and do a great job representing our best interest.
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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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POST OAK PRIVATE WEALTH ADVISORS REVIEWS
We love the people at Post Oak Private Wealth Advisors. They treat us like family and with respect for our wishes. I like the fact that they only deal with retired people or those close to retirement. Their products and services match our needs and vision for the future. We don’t want to outlive our $ and I’m confident that we will not.
We've worked with Post Oak Private Wealth Advisors for a bit over a year. They convinced me that we had enough saved for retirement. They have kept up with us frequently. I can recommend them readily.
Great company, they know how to make their clients feel right at home, not to mention the brilliantly designed office space encapsulates any who enter
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