Financial Services in Sugar Land, TX

Personalized planning, investing, and retirement strategies close to home

Helping Sugar Land Residents Plan with Purpose

Professional financial support in your own backyard

At Dearborn & Creggs, we’ve been helping people in Sugar Land make confident financial decisions for over three decades. Whether you’re building a retirement strategy, planning for your family’s future, or managing investments, we provide clear, personalized advice that reflects your goals and your life here in Fort Bend County. Located just off Sugar Creek Center Blvd near Highway 59, our office is easily accessible to clients from First Colony, Telfair, and surrounding communities like Missouri City, Richmond, and Stafford.

Comprehensive Financial Services in Sugar Land

Tailored strategies for every stage of life

Our advisors provide a full range of financial services to individuals, families, and public employees throughout Sugar Land and the surrounding area. Whether you’re planning for retirement, managing day-to-day finances, or building long-term wealth, our approach is tailored to your goals and your stage of life. Everything we do starts with listening, so we can build a plan that fits you—not the other way around.

We help you understand and manage your 403(b), 457, IRA, or pension, especially if you work in public service or education.

From budgeting and college savings to insurance and tax strategies, our advisors build customized plans that reflect your needs and values.

We work with you to help preserve and grow your assets over time through investment strategy, asset allocation, and estate coordination.

Local Decisions. Long-Term Confidence.

We know what matters to Sugar Land families

Sugar Land is a dynamic place to live—with a strong school district, a growing economy, and a tight-knit sense of community. But with rising living costs, busy professional lives, and complex retirement options like TRS and 457(b) plans, it’s easy to feel uncertain about your financial future. Our team understands how local factors—from real estate in First Colony to school benefits in Fort Bend ISD—affect your bigger picture. That’s why we take time to listen, explain, and build a plan that works for you and your family right here at home.

Common Questions from Sugar Land Clients

Here’s what people in your neighborhood are asking

  • Do you work with Fort Bend ISD teachers and staff?

    Yes, we regularly work with educators and administrators in Fort Bend ISD. Many clients come to us with questions about TRS retirement, 403(b) plan contributions, and how to coordinate those with other financial goals. We understand the structure of local benefits and how they can fit into a broader financial plan. Whether you’re just starting or planning to retire, we can help you take the right next steps.

  • Can I meet with someone in person at your Sugar Land office?

    Absolutely. Our office is conveniently located off Highway 59 in Sugar Creek, near the Sugar Land Business Park. We welcome in-person meetings, and we also offer virtual consultations for clients who prefer flexibility. Whether you’re coming from Riverstone, New Territory, or nearby cities like Stafford or Richmond, we’re easy to reach and always happy to sit down face-to-face.

  • Do I need to have a lot of money to get started?

    No, you don’t need a certain income or net worth to benefit from financial guidance. Many of our Sugar Land clients are public employees, families, or professionals simply looking for direction and clarity. Whether you’re managing debt, building savings, or preparing for retirement, we’ll meet you where you are and help you move forward with purpose. It’s about creating a strategy that fits your life—not fitting your life into a strategy.

  • What kinds of services do you offer in Sugar Land?

    We offer retirement investment planning, financial planning, and wealth management—all customized to fit your unique goals. This includes help with budgeting, education savings, insurance planning, investment strategies, and estate coordination. Every plan is built around your needs and adjusted as life changes. We work closely with clients in Sugar Land and neighboring areas to help them feel more secure and supported in every stage of life.

  • What can I expect from the first consultation?

    Our first meeting is a 90-minute, no-pressure conversation where we get to know you and your goals. We’ll review your current financial picture and answer any questions you have—whether about retirement, investments, or future planning. From there, we’ll outline how we can help and what next steps might look like if you decide to move forward. It’s a chance to see if we’re the right fit for your needs—no commitments required.