Top financial advisors in Port Lavaca, 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 seek a financial advisor in Port Lavaca, TX if you're navigating complex tax situations involving federal income, property, and sales taxes, especially since Texas has no state income tax but significant property taxes. A common mistake is overlooking how property and sales taxes impact your overall financial plan, which can lead to unexpected expenses.
- Federal and property tax insight. Confirm how the advisor balances federal tax strategies with local property tax considerations unique to Texas.
- Multi-state planning experience. Ask if they handle clients with assets or income across different states, as many advisors registered in Texas serve multi-state needs.
- Local market knowledge. Ensure they understand Port Lavaca's economic factors, such as oil-and-gas equity or business ownership, which can affect your financial goals.
- Long-term tax modeling. Inquire how they project tax impacts over time, not just for the current year, to avoid surprises in your financial future.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Anna W
Series 66
Port Lavaca, TX
Edward Jones
Anna Williams offers retirement income strategy and college savings expertise in Port Lavaca, TX, supported by Edward Jones' large-firm resources and diverse advisory programs. With a Series 66 designation and experience from healthcare sectors, she provides personalized service within a firm managing over $1 trillion in assets, differentiating her through access to extensive investment options and structured fee programs.
Experience: 1 year
Avg account: $246,728
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Paul H
Series 63
Victoria, TX
Cetera
Paul Holm II's extensive 29 years of experience and expertise in wealth management, tax-loss harvesting, and retirement plans for business owners equip him to address complex tax situations relevant to Port Lavaca, TX residents. Operating through Cetera, a large firm offering flat-fee and hourly consulting options, he serves diverse clients including high earners and those approaching retirement, providing flexible fee structures and seasoned guidance compared to other advisors nearby.
Experience: 30 years
Avg account: $306,089
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Jill P
Series 66
Inez, TX
LPL Financial
Jill Phillips offers expertise in wealth management and retirement plans for business owners, which is valuable for navigating Port Lavaca's local economic factors like business ownership and oil-and-gas equity. Her flat-fee structure through LPL Financial, a large firm with extensive advisory resources, distinguishes her from others by providing flexible, research-backed financial planning with 16 years of experience and a Series 66 designation.
Experience: 17 years
Avg account: $399,489
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Tammy K
Series 63, Series 66
Victoria, TX
Sather Financial Group, Inc.
Tammy Kimbrough offers expertise in wealth management and retirement income strategy, which can help address complex tax situations in Port Lavaca, TX, including property tax considerations. With 23 years of experience at Sather Financial Group, she provides flat-fee and hourly financial planning, serving high-net-worth clients with a value-oriented investment approach influenced by Warren Buffett.
Experience: 24 years
Avg account: $3,747,559
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Vernon H
Series 63, Series 66
Victoria, TX
Raymond James Financial
Vernon Hall's 40 years of experience and Series 63 and 66 credentials equip him to address complex tax and retirement planning needs relevant to Port Lavaca's economic environment. Operating from Raymond James Financial, a large firm offering flat-fee and hourly planning options, he serves a diverse client base including business owners and pension plans, providing tailored financial plans with asset-allocation analysis and modeling tools.
Experience: 40 years
Avg account: $700,796
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