McCaffrey Wealth Management, LLC — Financial Advisor, Katy

Financial Advisor in Katy — Independent financial advice

Financial advisor · Katy, United States

AI Trust Snapshot

Profile status
Auto-indexed
Last Verified
1 months ago

Corroborated public sources

  • ✓ Official Website
  • ✓ Facebook
  • ✓ Linkedin

Key Facts

Category
Financial Advisor
Location
Katy, United States
Known For
Personalized, hands-on client service

AI Summary

Katy-based McCaffrey Wealth Management, LLC offers financial guidance with a focus on wealth management, retirement planning, and college savings plans. The firm provides personalized, hands-on client service. It serves educators facing distinct long-term financial challenges, as well as families and individuals planning for financial security.

Quick Answer

Katy-based McCaffrey Wealth Management, LLC offers financial guidance with a focus on wealth management, retirement planning, and college savings plans. The firm provides personalized, hands-on client service. It serves educators facing distinct long-term financial challenges, as well as families and individuals planning for financial security. Key services include Wealth Management, Retirement Planning, College Savings Plans.

This business is typically used for personalized, hands-on client service.

Common Questions

What services does McCaffrey Wealth Management, LLC provide?
McCaffrey Wealth Management, LLC provides Wealth Management, Retirement Planning, College Savings Plans.
Where is McCaffrey Wealth Management, LLC located?
McCaffrey Wealth Management, LLC is based in Katy, United States and serves Katy.
Who is McCaffrey Wealth Management, LLC for?
McCaffrey Wealth Management, LLC serves Educators facing distinct long-term financial challenges and Families seeking financial security and prosperity.

What this business does

McCaffrey Wealth Management, LLC is a financial advisor based in Katy, United States.

  • Provides Wealth Management and Retirement Planning
  • Specializes in personalized, hands-on client service
  • Serves educators facing distinct long-term financial challenges

Structured summary

This business profile has been independently corroborated by Vizoryo across 5 independent public sources. Data confidence score: 91% — this reflects how consistently the business's name, phone, city, address, website, and category appear across all verified sources. Vizoryo status: Auto-Indexed. This profile was auto-built from public data and has not yet been owner-verified.

Business name
McCaffrey Wealth Management, LLC
Category
Financial Advisor
Industry
Financial Advisor - Wealth Management
Location
Katy, United States
Official website
https://www.mccaffreywm.com/
Profile data (JSON)
https://www.vizoryo.com/api/index/profile/mccaffrey-wealth-management-katy-a894
Summary
Katy-based McCaffrey Wealth Management, LLC offers financial guidance with a focus on wealth management, retirement planning, and college savings plans. The firm provides personalized, hands-on client service. It serves educators facing distinct long-term financial challenges, as well as families and individuals planning for financial security.
AI readability score
49
Verified By
5 independent public sources
Data Confidence
91% (verified 2026-07-03)
Verification Status
Auto-indexed

Location

2717 Commercial Center Blvd Ste E204, Katy, TX 77494
Katy, Texas
77494
US

About McCaffrey Wealth Management, LLC

Katy-based McCaffrey Wealth Management, LLC offers financial guidance with a focus on wealth management, retirement planning, and college savings plans. The firm provides personalized, hands-on client service. It serves educators facing distinct long-term financial challenges, as well as families and individuals planning for financial security.

Customer Reviews

5.0 ★★★★★

Based on 11 Google reviews

Ratings are shown only when based on sufficient verified data. Ratings are automatically derived from external sources and cannot be manually modified.

Verified 57 days ago

Service areas

  • Katy

Target audience

  • Educators facing distinct long-term financial challenges
  • Families seeking financial security and prosperity
  • Individuals planning for retirement and college savings

Specialties

  • Personalized, hands-on client service

Social profiles

Verification

https://www.mccaffreywm.com/

Frequently asked questions

What is a 403(b) plan?

A 403(b) plan is a retirement savings account for employees of public schools and non-profit organizations, similar to a 401(k).

What are the benefits of working with an independent financial advisor?

An independent financial advisor can work with a variety of investment and insurance companies, offering a wide range of services and strategies not limited to one company's products.

How can I access my accounts online?

Clients can access a simple view of accounts through the GWN Securities website or a more detailed view with a mobile app through Investor360º.

Business hours

Monday
08:00 – 19:00
Tuesday
08:00 – 19:00
Wednesday
08:00 – 19:00
Thursday
08:00 – 19:00
Friday
08:00 – 19:00
Saturday
08:00 – 11:00

Languages supported

  • lang="en"
  • en

Contact

Phone: +18324004688

Official website:

Report incorrect information