Retirement Planning in Travis County, TX

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List of Firms

Top Retirement Planners in Travis County, TX

NEST Financial
5 out of 5
Location 5323 Levander Loop #104, Austin, TX 78702, USA
Phone (512) 944-4882
Southwest Retirement Advisors
Location 13809 Research Blvd #645, Austin, TX 78750, USA
Phone (512) 342-7063
David DiRe - UBS Financial Services Inc.
Location 98 San Jacinto Blvd Suite 600, Austin, TX 78701, USA
Phone (512) 479-5293
Living Wealthy Financial
5 out of 5
Location 100 Congress Ave. #2000, Austin, TX 78701, USA
Phone (800) 382-0830
Neil Short - UBS Financial Services Inc.
Location 98 San Jacinto Blvd Suite 600, Austin, TX 78701, USA
Phone (512) 542-7500
Mercer Advisors Wealth Management
Location 901 South MoPac Expressway Barton Oaks Plaza II, Suite 270, Austin, TX 78746, USA
Phone (512) 347-9500
The CWN Group - Morgan Stanley
Location 301 Congress Ave. 14th Floor, Austin, TX 78701, USA
Phone (833) 994-1382
The Coffey-Marino Group - Morgan Stanley
Location 301 Congress Ave. Suite 1400, Austin, TX 78701, USA
Phone (512) 480-8833
Retirement Planning in Travis County, TX

About Travis County, TX for Those Planning to Retire

Travis County is a county located in the U.S. state of Texas. As of the 2010 census, the population was 1,024,266. The county seat is Austin, which is also the capital of Texas. Travis County is included in the Austin-Round Rock Metropolitan Statistical Area. Some of the major landmarks in Travis County include Mount Bonnell, the 360 Bridge, and the State Capitol building. The top employers in Travis County are IBM, Dell, and Apple. The major highways and streets in Travis County include I-35, US-290, and TX-1. Some of the neighborhoods in Travis County include Westlake Hills, Barton Creek, and Pemberton Heights.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Banks and credit unions offer a variety of products and services that can benefit those living in Travis County, TX. For example, banks offer checking and savings accounts, loans, and mortgages. Credit unions often offer the same products as banks but may also offer car loans, home equity loans, and credit cards. In addition to products and services, banks and credit unions offer convenience. Both institutions have branches throughout Travis County so residents can easily access their products and services.

Estate Planning Lawyer

If you live in Travis County, TX, there are a few important reasons why you should work with an estate planning lawyer. First and foremost, an estate planning lawyer can help you create a will or trust that will ensure your assets are distributed according to your wishes after you die. Additionally, an estate planning lawyer can help you set up powers of attorney and healthcare directives, which will allow you to designate someone to make decisions for you if you become unable to do so yourself. And finally, working with an estate planning lawyer can help minimize the taxes your heirs have to pay on your estate after you die.

Mortgage Loan Officer

If you're a resident of Travis County, TX, there are a number of benefits to working with a mortgage loan officer. Mortgage loan officers can help you understand your options and find the best loan for your needs. They can also help you get pre-approved for a mortgage and guide you through the entire home buying process. If you're looking for a new home in Travis County, TX, be sure to work with a mortgage loan officer. They can make the process much easier for you.

Wealth Management

If you live in Travis County, TX, there are a number of wealth management firms that can help you grow your money. However, it's important to do your research before choosing one.The right wealth manager can help you make the most of your money by providing sound financial advice and strategies. They can also help you stay on track with your long-term financial goals and keep your investments diversified.

Financial Advisor

People in Travis County, TX can benefit by working with a financial advisor because they can help people save money, invest money, and plan for the future. Financial advisors have knowledge about the market and can help people make wise investment choices. They can also offer guidance on retirement planning and other important financial matters.

Insurance Broker

If you live in Travis County, TX and are looking for a way to save money on your insurance premiums, you should consider working with an insurance broker. An insurance broker can help you find the best rates available from a variety of insurers. Brokers have access to special discounts that are not available to the general public, and they can also help you file claims quickly and easily if something goes wrong.

Tax Services

Residents of Travis County, TX can benefit greatly from working with a tax accountant. An accountant can help residents stay up to date on the latest changes to the tax code, help them file their taxes correctly, and find any deductions or credits they may be eligible for. This can save taxpayers time and money, and ensure that they are getting the most out of their tax return.

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