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Houser Financial Group

Houser Financial Group


Consulting - Financial Accounting/Bookkeeping Insurance & Benefits Financial Planning & Services Tax Preparation


Wealth Management and Independent Financial Advisory Firm

Certified Public Accountants, Tax Preparation, Tax Efficiency Planning
Certified Financial Planner Professionals

Family Wealth Planners
Business Consultants

CPA (Certified Public Accountant), Life Member of FICPA, CFP® (Certified Financial Planner Practitioner)
FL Insurance-Health, Life, and Variable Annuities

Creating abundant personal legacies –dedicated to one family at a time, delivers private concierge service providing strategic financial solutions based on transparent, trusted relationships.

Houser Financial Group follows three core principles:

Help clients, their families, and businesses build wealth
Create and maintain relationships built on trust to optimize and achieve sound financial futures for clients
Maximize results and save time for clients by providing seamless integration of financial planning, investments, accounting, tax advice, preparation, and representation services

Committed Relationships Customized Solutions Integrity of Service

Office Location: 391 Commerce Parkway, Suite 200, Rockledge, FL 32955. Serving the Space Coast - Brevard County, FL.

Securities are offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Home offices at 1450 American Lane, Ste. 650, Schaumburg, IL 60173; phone 888-528-2987.


Registered Client Relationship Manager

Dina McDermott
Chief Operating Officer

Jessica Sheffield

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