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      G
      George K.

      06/06/13

      Provided by YP.com
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      There is absolutely no reason for not having a complete written Financial Plan done by a Board Certified Financial Planner when you can get one from the Houston Financial Center at no cost or obligation. Juanita Causey is simply the best, and does not charge a fee for her planning or education services. Check out her website at www.houstonfinancialcenter.com

      Do it today.

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      gkallus

      07/25/08

      Provided by YP.com
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      Simply The Best

      Simply the best Financial Planner I have encounered in my 33 years in the Financial Services Business. Do not choose a Financial Planner or Advisor until you have interviewed her.

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      DETAILS

      We plan for others as we would plan for ourselves.

      General Info
      We have been doing Financial Planning for over 23 years. The average experience of our advisors is over 30 years. We have been ranked among Americas Top Financial Planners by a major consumer research organization. We were recognized in Texas Monthly magazine as a 5 Star Wealth Advisor in the Houston area (among the top 2%). Our president is a Top of the Table qualifier with the Million Dollar Roundtable, an international organization in 72 countries, ranking her among the top 2% worldwide.If you don't have a written Financial Plan, why not?
      Extra Phones

      Juanita's Cell: 832-283-0320

      Fax Number: 713-212-7597

      Hours
      Regular Hours
      Mon - Fri:
      Social Links
      Categories
      Estate Planning, Probate, & Living Trusts, Financial Services
      Services/Products
      Financial Planning services including investments, business, estate, education, retirement and estate planning. We offer various forms of investment and insurance products that fill a variety of accumulation and risk managment needs. We never recommend any products and services to our clients that we would not also use ourselves under the same circumstances.
      Payment Options
      Brands
      Most Popular Brands
      Location
      Galleria area in the heart of Tanglewood on Bering Dr. just South of Woodway.
      Neighborhoods
      Westside, Great Uptown
      Amenities
      We never charge a fee for education or planning services. If our clients think our work was beneficial, we ask for product loyalty and referrals to others who may benefit from our services. This philosophy has served us very well over the past 20 years and we see no need to change it.
      Languages
      English, Spanish
      Accreditation

      CFP, Certified Financial Planner

      ChFC, Chartered Financial Consultant

      CLU, Chartered Life Underwriter

      AIF, Accredited Investment Fiduciary

      LUTCF, Life Underwriter Training Fellow

      Associations
      Please click on Associates in our website at www.houstonfinancialcenter.com
      AKA

      Juanita Causey, CFP, ChFC, CLU

      Other Link

      Company Website

      Other Information

      Certifications: Certified Financial Planner

      Data provided by one or more of the following: Thryv, Data Axle, Yext.