More Info
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?
- Juanita's Work Email
- 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
- Other Link
- Category
GalleryView all (5)
Reviews
06/06/2013
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.
07/25/2008
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.
Details
Phone: (713) 212-7565
Address: 675 Bering Dr Ste 575, Houston, TX 77057
Website: Company Website
People Also Viewed
- BancorpSouth
1800 Saint James Pl, Houston, TX 77056
- Amherst Securities Group
5151 San Felipe St Ste 2200, Houston, TX 77056
- Scott & Selber Capital Management Inc
800 Bering Dr, Houston, TX 77057
- The Principal Financial Group
2603 Augusta Dr Ste 1350, Houston, TX 77057
- Mann Orthopaedics
2500 Fondren Rd Ste 300, Houston, TX 77063
- PNC Bank
1330 Post Oak Blvd, Houston, TX 77056
- Lpl Financial
5151 San Felipe St, Houston, TX 77056
- Aok Urgent Orthocare
9180 Katy Fwy Ste 150, Houston, TX 77055
- Dollar Advance Texas
Bellaire, TX 77401