Financial Planners in Houston

“Extremely knowledgeable and relatable personnel! Will be referring services to my peers.“

“I've been with Texas Wealth Management since 1992. They are honest and truthful. I
You will be glad you went to them.“

“We love working with Baker Wealth Strategies! They are great in both a personal and professional capacity!“

“We've been with Financial Synergies for the last 4.5 years and couldn't be more pleased with their management of our portfolio. Bryan and Rachel have been wonderful to work with. Professional, personable, and extremely competent. You have questions? They respond promptly! They have many notable accomplishments that reinforces the trust and confidence we have in their management of our nest egg for years to come. We highly recommend Financial Synergies Wealth Advisors!!“

““

“Had a form come in the mail and I reached out to them . They called me back with information on how to fix the problem . Never tried to sell me anything and also told me I could save tons of money doing it myself . Refreshing thanks a lot !“