The Sum

Financial planner · Panther Creek

The Sum

Financial planner · Panther Creek

1

4526 Research Forest Dr Suite 240, The Woodlands, TX 77381

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The Sum by null
The Sum by null
The Sum by null

Highlights

Certified financial planners providing expert, client-focused guidance  

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4526 Research Forest Dr Suite 240, The Woodlands, TX 77381 Get directions

thesumplanning.com

Information

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4526 Research Forest Dr Suite 240, The Woodlands, TX 77381 Get directions

+1 281 940 4859
thesumplanning.com

Features

restroom
wheelchair accessible parking lot
wheelchair accessible entrance
wheelchair accessible restroom

Last updated

Aug 7, 2025

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Nathan Finley

Google
I met with Mike here recently and quickly realized that it would be very challenging to find a more kind, sincere and knowledge financial expert. He knew that I only had simple and basic questions yet he still took quality time out of his day to understand who I was and to help me on my path. It's clear that they do things differently here, and that difference makes the whole experience better.