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Brian T. Stephens, CFP®, CPA/PFS

Davis & Associates CPA Firm

717 Cedar Bayou Rd
Ste 100
Baytown, TX 77520-2985
Phone: (281) 837-1040 x222
Fax: (281) 837-9868

Toll-free: (800) 437-7980

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Estate Planning
  • Investment Management
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Tangible Assets
  • Succession Planning
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.