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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Lake Jackson
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
17
non-vetted advisors in your local area. These financial advisors in
Lake Jackson, Texas
have an average of
25
years of experience.
NOTE: The list of financial
advisors in
Lake Jackson, Texas
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Lake Jackson, Texas.
| Qualified Financial Advisors in Lake Jackson, Texas | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Matthew Goff
76784 THE GOFF FINANCIAL GROUP 11 Greenway Plaza, Suite 1425, Houston, TX 77046 |
25 | $382,205,981 | $500,000 | Fee-Only |
| Allworth Financial
ALLWORTH FINANCIAL 1800 West Loop South, Suite 1980, Houston, TX 77027 |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
Qualifications
CRD# 2390431
Firm CRD# 114796
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
11 Greenway Plaza, Suite 1425,
Houston,
TX
77046
Phone Number
713-850-8900
Matthew Goff is the founder and Chief Investment Officer of the Goff Financial Group, an SEC registered investment advisory company which manages over $380 million in private accounts. After graduating from the University of Texas in Austin with a major in finance, Matt began his career in financial services working on fixed income portfolios at Lehman Brothers in 1993. His company manages portfolios for individuals, couples, trusts, retirement plans and corporations. For four consecutive years Mr. Goff has been included in the Five Star Award Professionals list as featured in Texas Monthly Magazine. He has also been rated as a Five Star advisor by the Paladin Registry since 2006. Matt is also an active member of the National Association of Personal Financial Advisors (NAPFA), the country's leading professional association of fee-only financial advisors.
Your financial goals are our highest priority. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first. Unlike many other firms, all of our services are provided on a fee-only basis, we have a FIDUCIARY DUTY to put your interests first, and you always have direct access to the investment manager for your accounts as opposed to a sales agent. In addition, we have the knowledge, experience, and integrity to help you achieve what is most important to you, including financial independence, a secure and comfortable retirement, a college education for your children, travel, and a second home.
Advisory Services Provided:
Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
1800 West Loop South, Suite 1980,
Houston,
TX
77027
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Richard Travis Inquire with Richard |
115 N Dixie Dr, Ste 120, Lake Jackson, TX 77566 | 979-297-3700 |
| Dennis Charleton Inquire with Dennis |
103 Plantation Dr, Lake Jackson, TX 77566 | 979-297-0478 |
| Edward Jones Inquire with Edward |
109 Abner Jackson Parkway, Suite A, Lake Jackson, TX 77566 | 979-480-9673 |
| Edward Jones Inquire with Edward |
109 Abner Jackson Parkway, Suite A, Lake Jackson, TX 77566 | 979-480-9673 |
| Edward Jones Inquire with Edward |
109 Abner Jackson Parkway, Suite A, Lake Jackson, TX 77566 | 979-480-9673 |
| Edward Jones Inquire with Edward |
215 Parking Way, Suite A, Lake Jackson, TX 77566 | 979-292-0603 |
| Edward Jones Inquire with Edward |
202 This Way, Suite A, Lake Jackson, TX 77566 | 979-297-3975 |
| Edward Jones Inquire with Edward |
115 N Dixie Dr, Suite 420, Lake Jackson, TX 77566 | 979-299-0119 |
| Edward Jones Inquire with Edward |
506 This Way St, Lake Jackson, TX 77566 | 979-529-2357 |
| Edward Jones Inquire with Edward |
107 West Way, Suite 18, Lake Jackson, TX 77566 | 979-299-1523 |
Grow your AUM with pre-qualified leads!
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