Best Financial Advisors in Travis County, TX

We did the hard work of finding trustworthy partners in Travis County, TX. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Travis County, TX Fiduciary Financial Advisors

Travis Knapp - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 9442 N Capital of Texas Hwy Ste 800, Austin, TX 78759, USA
Phone (512) 314-5374
Directions
The Clevenger Douglas Group - UBS Financial Services Inc.
Location 98 San Jacinto Blvd Suite 600, Austin, TX 78701, USA
Phone (512) 479-5220
Directions
Edward Jones - Financial Advisor: Travis D Ross
SEC File# 801-3297
CRD# 250
Location 2110 Boca Raton Dr Ste 207, Austin, TX 78747, USA
Phone (512) 280-8146
Directions
Austin Financial Advisors Inc
Location 8310 N Capital of Texas Hwy # 305, Austin, TX 78731, USA
Phone (512) 347-8463
Directions
Neil Walters - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8310-1 N Capital of Texas Hwy Ste 360, Austin, TX 78731, USA
Phone (512) 744-4183
Directions
Edward Jones - Financial Advisor: Cody M Williams
SEC File# 801-3297
CRD# 250
Location 4009 Banister Ln Ste 235, Austin, TX 78704, USA
Phone (512) 494-4738
Directions
David Landon Smith, CEPA - UBS Financial Services Inc.
Location 98 San Jacinto Blvd Suite 600, Austin, TX 78701, USA
Phone (512) 479-5224
Directions
Christopher Rapp - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 8310 N Capital of Texas Hwy STE 360, Austin, TX 78731, USA
Phone (512) 201-4020
Directions
Lake Travis Financial Advisors
Location 1202 Lakeway Dr # 1, Lakeway, TX 78734, USA
Phone (512) 261-0101
Directions
Edward Jones - Financial Advisor: Craig T Moore, CRPC®
SEC File# 801-3297
CRD# 250
Location 7301 Ranch Rd 620 N Ste 170, Austin, TX 78726, USA
Phone (512) 250-8013
Directions
Edward Jones - Financial Advisor: Staci L George, CFP®|CEPA®
SEC File# 801-3297
CRD# 250
Location 1009 Meredith Dr, Austin, TX 78748, USA
Phone (512) 280-1379
Directions
Edward Jones - Financial Advisor: Travis W Hoffstot, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 12400 State Hwy 71 Suite 420, Austin, TX 78738, USA
Phone (512) 263-4313
Directions
Edward Jones - Financial Advisor: Tim Coffey, AAMS™
SEC File# 801-3297
CRD# 250
Location 5121 Bee Caves Rd Suite 210, Austin, TX 78746, USA
Phone (512) 328-6263
Directions
Neil Short - UBS Financial Services Inc.
Location 98 San Jacinto Blvd Suite 600, Austin, TX 78701, USA
Phone (512) 542-7500
Directions
Financial Advisors in Travis County, TX

Where Certified Financial Advisors in Travis County, TX Serve

Travis County, located in the heart of Texas, is a vibrant and diverse community with a rich history and an array of landmarks. From the iconic Texas State Capitol building to the eclectic South Congress Avenue, there is no shortage of places to explore. The county is home to a variety of top employers, including tech giants like Apple, Google, and IBM, as well as healthcare institutions like St. David's Healthcare and the Seton Healthcare Family. These companies provide thousands of jobs and contribute to the county's thriving economy. Travis County is crisscrossed by several major highways and streets, including I-35, MoPac Expressway, and Highway 183. These thoroughfares make it easy to get around and connect the county to other parts of the state. The county is also home to many distinct neighborhoods, each with its own character and charm. From the trendy East Austin to the upscale Westlake Hills, there is a neighborhood to suit every taste and lifestyle.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Travis County, TX could benefit greatly from the expertise of a financial advisor. With a population of over 1.2 million people, Travis County is home to a diverse range of individuals with varying financial goals and needs. A financial advisor could assist residents in managing their investments, creating a budget, and planning for retirement. Additionally, with the high cost of living in Austin, the county seat of Travis County, a financial advisor could help residents navigate the local real estate market and make informed decisions about buying or selling property. Overall, a financial advisor could provide invaluable guidance and support to Travis County residents as they work towards achieving their financial goals.

Insurance Broker

Residents of Travis County, TX can benefit greatly from the services of an insurance broker. With the county's rapidly growing population and diverse demographics, an insurance broker can help individuals and families navigate the complex world of insurance policies and find the best coverage for their unique needs. For example, residents of Travis County who live in flood-prone areas may need specialized flood insurance that is not included in standard homeowner's policies. An insurance broker can help these residents find the right coverage to protect their homes and belongings in the event of a flood. Additionally, with the high cost of healthcare in Travis County, an insurance broker can assist residents in finding affordable health insurance options that provide the necessary coverage for their medical needs. Overall, an insurance broker can provide valuable guidance and support for Travis County residents as they navigate the often confusing and overwhelming world of insurance.

Retirement Planning

Residents of Travis County, TX can greatly benefit from the services of a retirement planner. With a growing population and a diverse economy, Travis County presents unique challenges and opportunities for retirement planning. A retirement planner can help residents navigate the various retirement plans available through employers and government programs, as well as provide guidance on individual retirement accounts and investment strategies. Additionally, with the rising cost of healthcare and the prevalence of chronic diseases in Travis County, a retirement planner can assist residents in preparing for potential healthcare expenses in retirement. By working with a retirement planner, residents of Travis County can develop a personalized retirement plan that takes into account their unique financial situation and goals.

Wealth Management

Residents of Travis County, TX can benefit greatly from the services of a wealth manager. A wealth manager can assist individuals in managing their finances, developing a financial plan, and investing their money wisely. One specific way that a wealth manager can help residents of Travis County is by providing guidance on real estate investments. Travis County is home to Austin, which is one of the fastest-growing cities in the country. With so much growth and development happening in the area, it can be challenging for residents to navigate the real estate market. A wealth manager can provide insight into the local market and help individuals make informed decisions about buying or selling property. Additionally, a wealth manager can help residents plan for the future by creating a retirement plan or setting up a trust to protect their assets. Overall, a wealth manager can provide invaluable support to residents of Travis County, TX in achieving their financial goals.

Mortgage Loan Officer

Residents of Travis County, TX can benefit greatly from the services of a mortgage loan officer. These professionals can assist with a variety of tasks, from helping first-time homebuyers navigate the complex process of obtaining a mortgage to refinancing an existing loan to take advantage of lower interest rates. One specific way that residents of Travis County, TX may be helped by a mortgage loan officer is by taking advantage of the area's booming real estate market. With Austin consistently ranked as one of the fastest-growing cities in the country, many residents are looking to purchase homes in the area. A mortgage loan officer can help these individuals secure financing that meets their unique needs and budget, allowing them to take advantage of all that Travis County has to offer.

Tax Services

Residents of Travis County, TX can benefit greatly from the services of a tax advisor. A tax advisor can help residents navigate the complex tax laws and regulations specific to Travis County, such as property tax exemptions for seniors and disabled individuals. Additionally, a tax advisor can help residents save money by identifying tax deductions and credits that they may be eligible for, such as the homestead exemption for homeowners. A tax advisor can also provide guidance on how to properly file and pay taxes, ensuring that residents avoid penalties and interest charges. With the help of a tax advisor, residents of Travis County can feel confident that they are maximizing their tax savings and complying with all applicable tax laws.

Estate Planning Lawyer

Residents of Travis County, TX can benefit greatly from the services of an estate planning lawyer. These professionals specialize in helping individuals and families plan for the future by creating wills, trusts, and other legal documents. One specific way an estate planning lawyer can help in Travis County is by providing guidance on how to navigate the state’s probate process. Texas has its own unique laws and regulations when it comes to probate, and having a knowledgeable attorney on your side can make the process much smoother and less stressful. Additionally, an estate planning lawyer can help ensure that your assets are distributed according to your wishes, protect your loved ones from unnecessary taxes and fees, and provide peace of mind knowing that your affairs are in order.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Travis County, TX