Giles Financial Consulting provides Financial Management & Advisory Services designed to help entrepreneurs, nonprofits, and growing businesses build stronger financial foundations. Our services include Fractional CFO Advisory, Accounting, Bookkeeping, Tax Planning & Strategy, Financial Reporting, Compliance Support, Cash Flow Management, and Business Consulting. We partner with clients to improve financial clarity, strengthen business systems, increase profitability, and support sustainable long-term growth. Whether you need ongoing financial leadership or project-based advisory services, we provide practical solutions tailored to your business goals. Turning Visions Into Profits.
Copelin Financial Advisors have made a commitment to providing excellence in everything we do. Our goal is to exceed our clients expectations at all times by honoring you with a paramount degree of customer service when it comes to planning for retirement.
Campbell Wealth Partners is a fee-based, Veteran-owned Registered Investment Advisor based in Sugar Land, Texas. We serve clients across Fort Bend County, Greater Houston, and throughout Texas. As a fiduciary, we're legally bound to act in your best interest. We offer fee-based financial planning, retirement planning, and investment management, along with more targeted services: retirement analysis, asset allocation review, insurance needs review, scenario analysis, and education funding planning. If you're planning for retirement, reviewing an existing portfolio, or just want a second opinion from someone with nothing to sell you, we would welcome the conversation.
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Justin F. Shaw is the Founder and President of Advanced Financial Concepts (AFC), a firm he established after graduating with a Bachelor's degree in Finance from the University of Houston in 1994. For over 30 years, Justin has served as a trusted Wealth Advisor, consistently exceeding client expectations and building a reputation for exceptional service. His expertise in designing wealth-building strategies has led to significant financial growth and secure retirement incomes for his clientele. Justin's commitment to excellence is reflected in AFC's culture, which he leads by example. He holds numerous professional designations, including Certified Funds Specialist (IBF), Registered Financial Consultant (IARFC), and Certified Financial Fiduciary (NACFF). His achievements have earned him recognition as a Five Star Wealth Manager in Texas Monthly (2009, 2010), featuring him among the top 2% of Houston's 22,500 wealth managers. He has also been featured in Newsweek (2011) and was featured on Times Square Today (2016), broadcast on Fox News and CNBC. AFC has been an Accredited Business with the Better Business Bureau since 2011. By appointment only.
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I enjoy working in the financial industry, helping families understand and plan for all aspects of their retirement puzzle. It's exciting to put the pieces together and provide solutions to their unique financial situations. After work, you'll find me on our local cycling trails enjoying the outdoors. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.
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There are few things more important than ensuring you and your family have a strong financial plan that can help enable you to enjoy life free from the stresses of money worries. We create a team oriented, relaxed environment to have a meaningful conversation with families about what matters most: Taking control of their finances and future Living a secure, comfortable life Pursuing financial security and independence If you are ready to take control of your finances and future, pursue your retirement goals and maintain your retirement successes while simplifying your financial life, come visit us, we want to help. Let's have a cup of coffee and start a meaningful conversation about how our family can help yours work towards their financial goals. At Roberts Wealth Management, we know that what you truly need is a reliable, understanding partner in retirement financial planning. It's what all families deserve.
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Have you been thinking lately about your future and where and how you might like to spend your retirement years, whether it's near your grandchildren, a European retirement home, traveling the world, or Cabo, you've realized that you'll need to start saving now in order to afford any of these possible outcomes or you won't be living near your grandchildren, you'll be living with them? Are you interested in buying a house, but you'd like to have a hefty down payment saved for that house before you start moving forward, because you don't want to be mired by a thirty year mortgage, but you don't know which financial adviser to seek out to help you along this path and where the best place might be for you to put your money? Contact us at Texas Retirement & Financial Advisors, we can help you find the right place for your money and get you on track to saving for the house of your dreams or the retirement of your dreams now. We provide IRA rollovers, disability insurance, life insurance and financial planning to folks in Sugar Land, Houston, Stafford, Richmond, and Katy, and surrounding areas. Planning for your financial future is an important aspect of your current life, but we here in the United States don't think much about our financial futures...
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