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Houston Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Houston.

Top Pro
Naresh Setlur CPA, CGMA
5.0
from 19 reviews
  • 27 years in business
  • 26 hires on Thumbtack
  • Top pro on Thumbtack
Johnathan W.
Verified review

Naresh is very down to earth and is very concise with explaining how he can help you . He seeks to understand your needs and is passionate about ensuring your success within your business. I would recommend Naresh to anyone that is acquiring a business or is in need of financial services for their business. Thank You Naresh !

M. Angela Morales, CPA
5.0
from 8 reviews
  • 6 years in business
  • 15 hires on Thumbtack
Alex C.
Verified review

Completed my tax work and advised me on financial tax planning for next year. She was able to handle everything remotely, very convenient and knowledgeable.

ICEOSUPPORT
5.0
from 7 reviews
  • 17 years in business
  • 2 hires on Thumbtack
Bernardo M.
Verified review

I have known Jehu Castellano for over ten years and he is one of the most thorough financial professionals I have worked with. Besides being my direct report at a former job, Jehu has also provided valuable FP&A work at my current employer as a services finance contractor. He helped us revamp our financial reporting and system capabilities, saving us one day in our month-end close which generated substantial savings for our organization. We are in the process of upgrading our ERP system and we will definitely consider Jehu’s support for this upcoming project.

  • 5 years in business
  • 16 hires on Thumbtack
Tyler P.
Verified review

Very prompt. Excellent pricing. They get our business and understand the stage that we are in. I am excited to have began this working relationship and looking forward to continuing with it

Markiewicz Financial Group
5.0
from 4 reviews
  • 5 years in business
  • 3 hires on Thumbtack
Megan D.
Verified review

Mike was great to work with. He is very knowledgable for being so young. I would definitely recommend his services to others.

LS Financial Services
5.0
from 3 reviews
  • 8 years in business
  • New on Thumbtack
Samual G.
Verified review

LSFS has been doing my taxes for over 5 years now ! The owner (Linda) is amazing at her job . The entire staff is very professional and trustworthy ! Would definitely recommend for any tax services or bookkeeping !

My Financial Coach
5.0
from 2 reviews
  • 5 years in business
  • 1 hire on Thumbtack
David D.
Verified review

I like the fact that Gary charges for his consulting time and has no conflicting interests, such as making commissions. That objectivity is important to me. Also, it is important that my financial consultant is trustworthy. I have known Gary for about 50 years - and he has earned my trust. Give him the opportunity to earn yours. You will not be disappointed.

Primerica
4.5
from 2 reviews
  • New on Thumbtack
Chris R.
Verified review

Jacqueline not only helped me properly protect my family but also helped me get my investment portfolio started through the many services Primerica offers. In addition the policy options she gave us were at an amazing competiré price. I made sure to refer her to my freinds and family, such a great experience.

Personal Financial Planing
4.5
from 2 reviews
  • 1 hire on Thumbtack
Sabrina M.
Verified review

Very attentive and helpful person. She’s honest and very friendly.

  • 2 years in business
  • New on Thumbtack
Robert R.
Verified review

Very intelligent young man. Built a website for me a while back. Would definitely recommend

  • 10 years in business
  • New on Thumbtack
About

I have been told I explain about investing in an easy to understand way and I do not put pressure on you to invest in anything you are not ready to invest in.

About

Customized to individual travel and investment needs.

About

MWG tax professionals specialize in Maximizing all client tax refund. We educate consumers how to take advantage of tax deductions. We offer Home-Based businesses, notary service and wills and trust.

  • New on Thumbtack
About

I offer financial guide and resources for business and individuals. I do home refinancing and retirement planning, personal finance, credit card, and business loans.

  • New on Thumbtack
About

To provide accounting and financial needs/services complete Accounting cycle through financials Migration and program needs.

About

As one Houston, Texas's recognized independent investment advisory firms, Financial Group assists clients in achieving life goals through business and personal wealth building and financial planning. The best way to attain a prosperous financial future is to plan for it. Our team closely works with you to address your long- and short-term needs, including planning, investments, retirement and estate. Our usual client is one who has no interest, no time, or no knowledge that would allow him to chart his own financial path. Whether you need investment management advice or comprehensive financial guidance, the combined experience of our financial planners can help you achieve your goals. When what's at stake is your family's legacy, there is no substitute for professional counsel that is scrupulously objective, reasoned and rational. We can develop a custom plan, incorporating your time horizons and risk tolerances to help you meet your goals. The best advisors understand not just the intricacies of investment vehicles and the markets, but something every bit as valuable; they understand how hard it can be for people to consider the future, make hard choices and accept risks. The resulting roadmap includes a time frame and recommendations for implementation. To generate a clear course of action, we address any concerns and answer all queries.

  • New on Thumbtack
About

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe that by providing you with sound financial information, you will be better able to identify your goals and make good sound decisions. Please call us if you have any questions about our firm or the range of financial products and services we provide.

About

Serving Houston, TX and outlying areas, C. Aaron Durben of Lifebridge Financial Group is offering the following services not limited to: * Investment Advising * Retirement Planning * Estate Taxes and Investing

About

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

  • New on Thumbtack
About

Financial Advisor, Investment Advisor, Life Insurance

  • 38 years in business
  • New on Thumbtack
About

Financial Planning, College Planning, Final Expense

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