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

Public channels checked

  • ✓ 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

Vizoryo ran a data-consistency check on this profile: it read 5 public sources and compared the core details (name, phone, address, city, category, website) across them. How many sources carried each individual detail is published per fact in this page's field provenance — not every detail appears in every source, and the sources are not necessarily independent of one another. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 91% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. Vizoryo status: Auto-indexed. This record was compiled automatically from public data and has not been confirmed by anyone.

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 (how completely this record is structured for AI systems to read; not a rating of the business)
49
Data Consistency
91% (checked 2026-07-03)
Record status
Auto-indexed
Sources cross-checked
5 public sources

Location

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

(sources disagree)

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 enough reviews to be meaningful. Ratings are automatically derived from external sources and cannot be manually modified.

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

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
Sunday
Closed

Languages supported

  • en

Contact

Phone: +18324004688

Official website:

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