Find the Certified Financial Planner™
Who's right for you.

Bruce D. Wise, CFP®, TGPC

Williams Financial Group of Kingwood; WFG Investments Inc., Member FINRA & SIPC

1801 Kingwood Dr
Suite 160
Kingwood, TX 77339
Phone: (281) 360-9473
Fax: (281) 852-9473

Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Mutual Funds
  • Insurance
  • Retirement
  • Women's Finances

 

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.