Top financial advisors in Beaumont, TX
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering a financial advisor if you're navigating the complexities of federal income tax alongside significant property and sales taxes in Beaumont, TX. A common mistake is overlooking how these taxes interact, which can lead to unexpected expenses or missed planning opportunities.
- Federal and property tax balance. Ask how they integrate federal tax strategies with Beaumont's notable property taxes to avoid surprises.
- Sales tax impact. Confirm if they consider local sales tax effects on your spending and long-term financial goals.
- Multi-state considerations. If you have assets or income outside Texas, check how they handle tax planning across different states.
- Experience with local market. Inquire about their familiarity with Beaumont's economic environment and how it influences your financial plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jonathan D
Series 65
Beaumont, TX
Aegis Wealth Management, Inc.
Jonathan Durr in Beaumont, TX, offers expertise in retirement income strategy and long-term care insurance, which can help manage the interplay of federal and local taxes. His firm, Aegis Wealth Management, manages $176 million in assets and provides flat-fee financial planning, distinguishing him with tailored portfolio management and a focus on estate planning and insurance solutions.
Experience: 10 years
Avg account: $92,113
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Jeremy S
Series 63, Series 65
Beaumont, TX
Ameriprise
Jeremy Saba's 27 years of experience and Series 63 and 65 licenses equip him to address the complex tax environment in Beaumont, TX, especially for clients approaching retirement. His affiliation with Ameriprise offers access to comprehensive retirement income planning, including Social Security optimization and tax-efficient withdrawal strategies, supported by a large firm's research and consulting resources.
Experience: 27 years
Avg account: $471,167
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Zane H
Series 66
Beaumont, TX
Edward Jones
Zane Hoffpauir in Beaumont, TX, offers expertise in retirement income strategy and wealth management, supported by six years of experience and a Series 66 designation. Affiliated with Edward Jones, a large firm serving over four million clients, he provides access to diverse advisory programs and investment strategies, differentiating him through broad resources and a comprehensive approach to financial planning.
Experience: 7 years
Avg account: $246,728
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Erik M
Series 65
Beaumont, TX
Retirement Financial Group, LLC
Erik Morgan's experience in general retirement and income planning, combined with his Series 65 credential and independent status, equips him to address the complex tax environment in Beaumont, TX. His firm manages $153 million in assets and offers discretionary portfolio management and consulting, providing tailored investment strategies that may suit clients seeking personalized financial planning with negotiable hourly fees.
Experience: 8 years
Avg account: $422,507
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Brian M
Series 66
Beaumont, TX
J. W. Cole Advisors, Inc.
Brian Mcclelland's 23 years of experience and Series 66 designation equip him to address the complex tax environment in Beaumont, TX, including federal and property tax interactions. Operating within J. W. Cole Advisors, a large SEC-registered firm with over 400 representatives, he offers flat-fee financial planning and consulting, which may appeal to clients seeking transparent fees and access to diverse managed account solutions.
Experience: 24 years
Avg account: $255,702
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