HTX LLC | Houston, TX

  • Service Area: Houston, TX
  • Team Size: 1 employee
  • Business Duration: 5 years
HTX LLC

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

  • Cash
  • Venmo
  • Zelle

Services Offered

Service type

  • General financial planning
  • Retirement planning
  • Tax planning
  • Home purchase
  • Life insurance review
  • Investment review
  • College planning
  • Trusts or estate planning
  • Annuities
  • Mutual funds

Work location

  • My customers travel to me
  • I travel to my customers
  • I work remotely (phone or internet)

About

Hi! My name is Lauren and I have been working in the financial industry since 2020. I have my Certified Financial Planning certificate from Rice University, and I have worked as a financial planner for companies around Houston! I am from Houston originally, and really enjoy helping people budget, save money, and do taxes! I love meeting new people and helping them with their financial future.

I strive to make every client feel welcome and have our conversations feel like a friend having coffee, rather than a business meeting.

I can help create budgets, live excel documents, spending trackers, estate planning, tax help, and more! If you don't know what you need, ask me and I know we can figure it out together.

I also enjoy interior design and have helped numerous people redesign their spaces, including living rooms, bedrooms, office, and more!

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

  • Background Check
    • Lauren Harris
    • Completed on 7/11/2022

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