Financial Services in Richmond & Rosenberg, TX

Retirement, investing, and planning support for Fort Bend families

Clear Financial Guidance Close to Home

Helping you make smart decisions at every stage

Dearborn & Creggs proudly serves individuals and families throughout Richmond, Rosenberg, and surrounding Fort Bend County. Whether you’re saving for the future, planning for retirement, or navigating investments, our advisors offer tailored advice grounded in decades of experience. From the historic streets of downtown Rosenberg to the master-planned neighborhoods of Harvest Green, Long Meadow Farms, and Veranda, we’re here to support your goals with clear, caring financial guidance.

Financial Services in Richmond & Rosenberg

Tailored support for your life and goals

Our advisors provide personalized retirement planning, financial guidance, and long-term investment strategies for professionals, families, and retirees across the area. No matter your stage of life, we’re here to help you move forward with a plan that fits.

Get help navigating your 403(b), 457, IRA, or pension with a retirement income plan that’s built to last.

From building your budget to saving for education or insurance planning, our advisors create a financial roadmap tailored to your goals.

Help protect and grow your assets with diversified strategies and personalized support for long-term success.

Planning Ahead in a Growing Community

Smart decisions start with clear guidance

As Richmond and Rosenberg continue to expand, families and professionals are facing more complex financial decisions than ever. Whether you work in local government, Fort Bend ISD, or one of the area’s growing businesses, having a long-term financial plan is essential. Rising home values, changing retirement benefits, and increasing costs make proactive planning more important than ever. We help our neighbors build strategies they understand—so they can focus on what matters most.

Questions from Clients in Richmond and Rosenberg

Honest answers for families across Fort Bend County

  • Can you help if I work for the City of Richmond or Rosenberg

    Yes. We’re proud to work with city employees throughout Fort Bend County, including Richmond and Rosenberg municipal workers. If you participate in the Texas Municipal Retirement System (TMRS) or a 457 plan, we’ll help you understand your benefits and how they fit into a larger financial strategy. Our office in nearby Sugar Land makes it easy to meet in person, but we also offer virtual consultations for flexibility.

  • Can I meet in person if I live in Richmond or Rosenberg?

    Absolutely. Our office in Sugar Land is just a short drive down Highway 90 or Grand Parkway, and we also offer virtual appointments for added convenience. Many of our clients come from Veranda, Pecan Grove, and Rosenberg proper, and we’re always happy to accommodate what works best for you. You’ll receive the same thoughtful, personalized support no matter how we meet.

  • What kinds of financial services do you provide?

    We offer financial planning, retirement investment guidance, and long-term wealth management. That includes help with budgeting, insurance, education planning, portfolio strategy, and estate coordination. Each service is tailored to your specific goals, whether you’re saving, investing, or transitioning into retirement. We believe financial planning should be clear, relevant, and built around real life.

  • Is there a cost to get started with your team?

    No—your first consultation is completely free. It’s a chance for us to learn about your goals and walk through how we can help. There’s no pressure to move forward—we just want to give you the space to ask questions and make informed decisions. If we’re a good fit, we’ll guide you through what comes next.

  • What makes your approach different?

    We’re local, independent, and relationship-driven. That means we focus on your long-term goals, not short-term transactions. Our clients in Richmond and Rosenberg appreciate that we take time to explain every option and build trust over time. We’re not here to push products—we’re here to help you create a plan that supports your life.