Wealth Management Firms Bryan TX

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Bryan, TX. We have compiled a list of businesses and services around Bryan, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Janet Briaud
Briaud Financial Advisors
(979) 260-9771
1611 Crescent Pointe Parkway
College Station, TX
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Alternative or Private Investments, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MA

Mrs. Shana P. Elliott, CFP®
(979) 846-0431
4403 S Texas Ave
Bryan, TX
Firm
Edward Jones Investments

Data Provided By:
Ms. Elizabeth T. Shimshack, CFP®
(979) 776-3279
PO Box 913
Bryan, TX
Firm
Wells Fargo Bank, N.A. / WMG
Areas of Specialization
Wealth Management

Data Provided By:
Mr. Tracy L. Melder, CFP®
(866) 264-5140
P. O. Box 10190
College Station, TX
Firm
Melder Reitz Associates
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Retirement Planning

Data Provided By:
Mr. Curtis Jay Meador, CFP®
(979) 693-7600
526 University Dr. E., Suite A-102
College Station, TX
Firm
Raymond James Financial

Data Provided By:
Sarah Buenger
Paragon Advisors, LLC
(979) 693-3907
215 Rock Prairie Road
College Station, TX
Expertises
Retirement Planning & Distribution Rules, Tax Planning, College/Education Planning, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. David P. Bronstad, CFP®
(979) 777-0985
4103 S. Texas Ave., Suite 208
Bryan, TX
Firm
Thrivent Financial for Lutherans
Areas of Specialization
General Financial Planning

Data Provided By:
Mr. Robert Bruce Sanders Iii, CFP®
(979) 260-9777
4444 Carter Creek Pkwy
Bryan, TX
Firm
Warwick Partners
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Mr. David L. Rhodes, CFP®
(972) 612-2344
1920 W Villa Maria Rd Ste 307
Bryan, TX
Firm
Lincoln Financial Advisors
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Insurance Planning, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Ms. Veronica R. Hart, CFP®
(979) 680-1838
1700 George Bush Dr E
College Station, TX
Firm
Veronica R. Hart, CFP
Areas of Specialization
Budget Development, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care, Estate Planning
Key Considerations
Average Net Worth: Not Applicable



Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874