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Tax-Advantaged Financial Planning © 2024

Houston Office

6019 Schuler Street
Houston, TX 77007
(281) 888-3433

Cypress Office

20467 Cypresswood Dr, Ste B
Cypress, TX 77433
(281) 888-3433

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Raymond James Privacy Notice Disclosure

Raymond James: Privacy Notice and Disclosure

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Plains Wealth Management and are not insured by any Bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc., Plains State Bank and Plains Wealth Management are separately owned and operated and not independently registered as broker-dealers or investment advisers.

Raymond James, Plains Wealth Management and their advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.