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?

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Reviews

GK
George K.

06/06/2013

Provided by YP.com

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.

G
gkallus

07/25/2008

Provided by YP.com
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.

More Business Info

We plan for others as we would plan for ourselves.

Hours
Regular Hours
Mon - Fri:
Extra Phones

Juanita's Cell: 832-283-0320

Fax Number: 713-212-7597

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.
Brands
Most Popular Brands
Payment method
check
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

Social Links
Categories
Estate Planning, Probate, & Living Trusts, Financial Services
Other Information

Certifications: Certified Financial Planner