wiseradvisor

Find Top Financial Advisors in Lake Jackson, Texas

Advisor Match Advisor Match

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.

Finding the Top Financial Advisor in Lake Jackson, Texas
Last Updated - 17-Mar-2023

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

Information on Qualified Financial Advisors in Lake Jackson

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.

About The Goff Financial Group

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

About Allworth Financial

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


List of Additional Advisors in Lake Jackson, Texas*

* 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
    Talk to an advisor
    • Find pre-screened advisors
    • Review matched profiles
    • Receive free initial consultation

    Are You A Financial Advisor
    in Texas?

    Grow your AUM with pre-qualified leads!

    join-wiseradvisor-

    Customer Reviews

    Frequently Asked Questions

    Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

    Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

    A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

    While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

    Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

    A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

    A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?