Best Financial Advisors in Travis County, TX

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List of Firms

Travis County, TX Fiduciary Financial Advisors

David Landon Smith, CEPA - UBS Financial Services Inc.
Location 98 San Jacinto Blvd Suite 600, Austin, TX 78701, USA
Phone (512) 479-5224
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
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
The Clevenger Douglas Group - UBS Financial Services Inc.
Location 98 San Jacinto Blvd Suite 600, Austin, TX 78701, USA
Phone (512) 479-5220
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
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
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
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
Lake Travis Financial Advisors
Location 1202 Lakeway Dr # 1, Lakeway, TX 78734, USA
Phone (512) 261-0101
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
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
Austin Financial Advisors Inc
Location 8310 N Capital of Texas Hwy # 305, Austin, TX 78731, USA
Phone (512) 347-8463
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
Neil Short - UBS Financial Services Inc.
Location 98 San Jacinto Blvd Suite 600, Austin, TX 78701, USA
Phone (512) 542-7500
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About Travis County, TX

Travis County is located in central Texas and is the second-most populous county in the state. The county seat is Austin, which is also the state capital. Some of the county's other major cities include Cedar Park, Georgetown, Pflugerville, and Round Rock. Some of Travis County's most notable landmarks include the State Capitol Building, the University of Texas at Austin, and Mount Bonnell. The county is also home to a number of major employers, including Dell, IBM, and Samsung. Travis County is bisected by several major highways and streets, including I-35, US-290, and TX-71. The neighborhoods in Travis County vary widely in terms of demographics and socioeconomic status.

Where Certified Financial Advisors in Travis County, TX Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a vital part of any community, and Travis County is no exception. Banks provide many valuable services to their customers, including checking and savings accounts, loans, and credit cards. They also offer a variety of other services, such as online banking and bill payment. In addition, banks can help their customers save money by providing tips on financial planning and investing.

Insurance Broker

Residents of Travis County, TX can benefit from the services of insurance brokers. Brokers can help residents find the best rates on insurance and they can also help residents file claims quickly and easily. Residents of Travis County should consider using the services of an insurance broker to get the best rates on their insurance and to make filing a claim as easy as possible.

Retirement Planning

Most people in Travis County, TX don't have a financial advisor to help them with their retirement planning. This can be a problem because without an advisor, many people will not have enough saved up to retire comfortably. Financial advisors can help by showing people how to save money and invest it wisely so that they will have a comfortable retirement. Advisors can also help people plan for unexpected expenses that may come up during retirement.

Wealth Management

Residents of Travis County, TX can benefit from wealth management services in order to better manage their finances and grow their wealth. Wealth management services can help individuals and families make the most of their money by providing comprehensive financial planning and investment advice. By working with a qualified wealth manager, residents can rest assured that their finances are in good hands, and they can focus on other important aspects of their lives.

Estate Planning Lawyer

Estate planning lawyers can help Travis County, TX residents protect their assets and plan for the future. By creating a will or trust, estate planning attorneys can help ensure that your property is distributed according to your wishes after you die. They can also help you set up powers of attorney and health care proxies, which will allow someone you trust to make decisions on your behalf if you are unable to do so yourself. Estate planning lawyers can also advise you on tax implications of your estate and how best to minimize them.

Mortgage Loan Officer

Mortgage loan officers in Travis County, TX can help residents by providing them with the best mortgage rates and products available. By educating themselves on the different types of mortgages, loan officers can provide potential homeowners with the information they need to make an informed decision about their home purchase. In addition, loan officers can work with real estate agents to help their clients find the right home within their budget.

Tax Services

Tax accountants can help Travis County, TX residents by filing their taxes and helping them understand their tax forms. They can also help residents find deductions and credits that they may be eligible for, which can save them money on their taxes. Tax accountants can also help businesses in Travis County, TX file their taxes and find deductions and credits that they may be eligible for.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Travis County, TX