McCaffrey Wealth Management — Financial Advisor
Financial Advisor in Katy — Independent financial advice
Financial advisor · Katy, United States
AI Trust Snapshot
- AI Confidence
- Indexed
- Last Verified
- today
Verified Sources
- ✓ Official Website
- ✓ Google Business Profile
- ✓ Schema.org Structured Data
- ✓ Website Scan
Key Facts
- Category
- Financial Advisor
- Location
- Katy, United States
- Known For
- Independent financial advice, Local client engagement
AI Summary
McCaffrey Wealth Management, a financial advisor based in Katy, United States, offers independent financial advice. Operating since an unspecified date and holding a 5.0-star rating from 11 reviews, the firm focuses on local client engagement.
Quick Answer
Plan your financial future with guidance tailored to your goals. Secure your retirement or build college savings with a trusted local advisor. Key services include Financial Goal Planning, Retirement Planning, College Savings Planning.
This business is typically used for independent financial advice and local client engagement.
Common Questions
- What services does McCaffrey Wealth Management provide?
- McCaffrey Wealth Management provides Financial Goal Planning, Retirement Planning, College Savings Planning, 403(b) Plans.
- Where is McCaffrey Wealth Management located?
- McCaffrey Wealth Management is based in Katy, United States and serves Katy.
- Who is McCaffrey Wealth Management for?
- McCaffrey Wealth Management serves Families seeking financial understanding and Individuals planning for retirement.
What this business does
McCaffrey Wealth Management is a financial advisor based in Katy, United States.
- Provides Financial Goal Planning and Retirement Planning
- Specializes in independent financial advice
- Serves families seeking financial understanding
Structured summary
This business profile has been independently verified by Vizoryo across multiple data sources: Public data, Public data, Public data, Public data, Schema.org Structured Data, AI Content Analysis, Google Business Profile, Website Scan. Data confidence score: 89% — 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
- Category
- Financial Advisor
- Industry
- Financial Advisor
- 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
- McCaffrey Wealth Management, a financial advisor based in Katy, United States, offers independent financial advice. Operating since an unspecified date and holding a 5.0-star rating from 11 reviews, the firm focuses on local client engagement.
- AI readability score
- 45
- Verified By
- Public data, Public data, Public data, Public data, Schema.org Structured Data, AI Content Analysis, Google Business Profile, Website Scan
- Data Confidence
- 89% (verified 2026-06-17)
Location
2717 Commercial Center Blvd Ste E204, Katy, TX 77494Katy, Texas
77494
US
About McCaffrey Wealth Management
McCaffrey Wealth Management, a financial advisor based in Katy, United States, offers independent financial advice. Operating since an unspecified date and holding a 5.0-star rating from 11 reviews, the firm focuses on local client engagement.
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.
Recently verified
Service areas
- Katy
Target audience
- Families seeking financial understanding
- Individuals planning for retirement
- Parents saving for college
Services
Specialties
- Independent financial advice
- Local client engagement
Social profiles
Verification
Frequently asked questions
What are the operating hours for McCaffrey Wealth Management?
The office is open Monday, Tuesday, and Friday from 8:00 AM to 7:00 PM. It is closed on Sunday.
Why should I consider working with an independent financial advisor?
Working with an independent financial advisor provides objective advice and a broader range of options, as they are not tied to specific products or companies.
How can I get started with McCaffrey Wealth Management?
You can begin by contacting us to discuss your financial situation and explore how our services can meet your family's needs.
Languages supported
- lang="en"
- en
Contact
Phone: +18324004688
Official website: https://www.mccaffreywm.com/