Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Texas > Houston > Mary Margolis, CFP®, CPA/PFS
Find the Certified Financial Planner™
Who's right for you.

Mary Margolis, CFP®, CPA/PFS

Margolis Brady Raghavan Financial, Inc.

2000 W Loop S
Ste 1510
Houston, TX 77027-3509
Phone: (713) 337-6345

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care

 

How Planner Charges
N/A

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