Core Plus Financial Services

Plains Wealth Management, formerly known as Core Financial Strategies, offers comprehensive and unbiased financial advice to clients in Houston, TX. Their experienced team provides tax-advantaged financial planning and investment strategies tailored to help individuals reach their long-term financial goals. With a focus on investments, financial planning, insurance, retirement, estate, education, and business planning, Plains Wealth Management ensures personalized service that goes beyond the numbers. Clients can expect smart strategies and proactive support to protect and grow their wealth effectively.Generated from the website

Saxon Financial Group, nestled in the vibrant city of Houston, TX, stands as a beacon of financial expertise. Specializing in wealth management, investment banking, and asset management, they cater to a diverse clientele encompassing individuals, businesses, and municipalities. By offering comprehensive financial planning and personalized portfolio advisory services, Saxon Financial Group ensures that each client's unique goals are met with precision and care. With a seasoned team well-versed in investment research and tailored financial strategies, Saxon Financial Group excels in providing guidance that is both insightful and client-centric. Their commitment to meticulous risk management allows clients to navigate the complexities of finance with confidence. Emphasizing the growth, protection, and seamless transfer of financial resources, Saxon Financial Group combines global expertise with a local touch to deliver holistic and objective-driven financial solutions. Generated using this brand's available information

As a Personal Financial Representative in Houston, I’ve gotten to know many local families. I understand that when it comes to planning for your financial future, each person’s needs are unique. That’s why when you contact me at my Houston office, you’ll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.