Best Financial Advisors in McLennan County, TX

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List of Firms

McLennan County, TX Fiduciary Financial Advisors

Edward Jones
SEC File# 801-3297
CRD# 250
Location 100 N 6th St Suite 901, Waco, TX 76701, USA
Phone (254) 759-8533
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Mathis Abbe Financial Advisors

3 out of 5

Location 4800 Lakewood Dr # 7, Waco, TX 76710, USA
Phone (254) 741-9000
Dietz Financial Services, LLC

5 out of 5

Location 5400 Bosque Blvd #300, Waco, TX 76710, USA
Phone (254) 296-8888
Wells Fargo Advisors
Location 1105 Wooded Acres Dr Suite 600, Waco, TX 76710, USA
Phone (254) 776-8410
Edward Jones
SEC File# 801-3297
CRD# 250

5 out of 5

Location 400 Austin Ave Ste 301, Waco, TX 76701, USA
Phone (254) 732-1487
Edward Jones
Location 5018A W Waco Dr, Waco, TX 76710, USA
Phone (254) 741-9507
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Curtiss Financial Solutions
Location 7111 Bosque Blvd, Waco, TX 76710, USA
Phone (254) 235-9195
Northwestern Mutual
Location 510 N Valley Mills Dr Suite 403, Waco, TX 76710, USA
Phone (254) 236-1821
Edward Jones
SEC File# 801-3297
CRD# 250

5 out of 5

Location 250 Sharron Dr, Woodway, TX 76712, USA
Phone (254) 776-4337
Edward Jones
Location 720 N 64th St, Waco, TX 76710, USA
Phone (254) 732-1161
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Elgin LaStrape
Location 7111 Bosque Blvd #203a, Waco, TX 76710, USA
Phone (254) 288-7366
Credent Wealth Management
Location 15150 Badger Ranch Blvd #203, Woodway, TX 76712, USA
Phone (254) 777-5252
Merrill Lynch Wealth Management Advisor Kristen Chamblee
Location 510 N Valley Mills Dr 7th Floor, Waco, TX 76710, USA
Phone (254) 751-2713
Image of McLennan County, TX

About McLennan County, TX

McLennan County is located in central Texas and is part of the Waco Metropolitan Statistical Area. The county has a population of 236,721 and covers 875 square miles. Major highways and streets in McLennan County include I-35, US-77, and TX-6. The county's largest employers are Baylor University, the City of Waco, and McLane Company. Some of the county's notable landmarks include the Waco Mammoth National Monument, Cameron Park Zoo, and Dr Pepper Museum. McLennan County's neighborhoods include Woodway, Bellmead, China Spring, and West.

Where Certified Financial Advisors in McLennan County, TX Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banking services are an essential part of life for many people, and McLennan County, TX residents are no exception. Banks provide a variety of important services that help people manage their finances and protect their money. Some of the most important services banks provide include:1. Checking and savings accounts: A checking account is a simple way to keep your money safe and accessible. A savings account allows you to save money over time, making it available for when you need it. Both of these accounts are essential for everyday use.2. Loans: A loan from a bank can help you finance a large purchase or pay for unexpected expenses. Loans come with low interest rates and terms that can be customized to fit your needs.3. Credit cards: A credit card from a bank can help you build your credit history and improve your credit score over time. Credit cards offer fraud protection, rewards programs, and other benefits that make them a valuable tool for managing your finances.

Insurance Broker

Residents of McLennan County, TX can find help and affordable rates for their insurance needs by working with a local insurance broker. Brokers have access to a variety of providers and plans, which they can compare on behalf of their clients. In addition, brokers are often able to negotiate better rates than those available to the general public.

Retirement Planning

Residents of McLennan County, TX can benefit from the help of a financial advisor when it comes to retirement planning. Financial advisors can help residents create a plan that will allow them to retire comfortably and with peace of mind. Advisors can also help residents save for retirement by suggesting investments that will provide growth potential and income stability.

Wealth Management

Many McLennan County, TX residents are unaware of the importance of wealth management and how it can help them grow their money. Wealth management is the process of organizing and managing your financial affairs in order to achieve your financial goals. This includes creating a plan that will help you save for retirement, pay off debt, and make wise investments. A professional wealth manager can help you create a personalized plan that fits your unique needs and circumstances. They can also provide guidance on which investments are best suited for you, and help you stay on track to reach your financial goals.

Estate Planning Lawyer

If you're a McLennan County, TX resident and you haven't already created an estate plan, you need to find an estate planning lawyer as soon as possible. An estate plan is a document that outlines your wishes for what should happen to your property and assets after you die. Without an estate plan, the state will decide how your property is distributed, and this may not be in accordance with your wishes. An estate planning lawyer can help you create a will, power of attorney, and healthcare directive. These documents will ensure that your wishes are carried out after you die. If something happens to you and you don't have an estate plan in place, your loved ones could end up fighting over your property in court. An estate planning lawyer can help prevent this from happening.

Mortgage Loan Officer

Mortgage loan officers in McLennan County, TX can help residents by providing them with the best rates and terms available. By shopping around for a mortgage, residents can save money on their monthly payments and get into the home they want faster. Loan officers can also help residents refinance their mortgages to take advantage of lower interest rates.

Tax Services

In McLennan County, TX, the average annual salary for a tax accountant is $67,980. However, with the right skills and knowledge, tax accountants can help residents save money on their taxes and file their returns correctly. Tax accountants can also help businesses in McLennan County keep track of their finances and stay compliant with state and federal regulations.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in McLennan County, TX