Financial Advisor Houston: CRIS Financial

If you are ready to meet with a financial advisor in Houston or anywhere in the Greater Houston area, CRIS Financial is at your service. We are an established financial services firm with decades of experience helping professionals like you strategize their current portfolios and organize their plans for the future.

What We Do

CRIS Financial specializes in developing customized financial programs for valued clients like you. We aim to educate you in the process, so that you can feel confident in your financial decisions for years to come.

The services we provide include:

  • Retirement income planning
  • Tax management
  • Investment management
  • Retirement strategies
  • Estate conservation
  • Insurance and Annuity products
  • IRAs and IRA rollovers
  • 401K rollovers

Our Qualifications

CRIS Financial is a renowned financial advisor in Houston for good reason: Each of our advisors has broad personal and professional experience with financial planning and investments. Our partners are listed here, alongside their qualifications.

John W. Glowacz

  • Series 6 and 63 Securities License
  • General Lines Property and Casualty License
  • Host of Safe Investment Alternatives (radio show)

Jim Donewald

  • Series 65 Registered Investment Advisors License
  • Licensed life insurance agent
  • Long term care and medical supplements specialist

John and Jim are conservative financial advisors who specialize in safe investment alternatives for investors with low risk tolerance. Whether you are a new or seasoned investor, they can assist you in developing a personalized program that will be your roadmap toward a more secure financial future for yourself and your family.

Why look to any other financial advisor in Houston? Call CRIS Financial today to schedule an appointment with John or Jim. Either of our advisors will be glad to meet with you. Contact us using the information below.

For a trustworthy financial advisor in Houston, call CRIS Financial at (281) 391-7608. You can also reach us via our online contact form.