Best Financial Advisors in Bell County, TX

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List of Firms

Bell County, TX Fiduciary Financial Advisors

SEC File# 801-79934
CRD# 171919
4 out of 5
Location 2207 Birdcreek Dr, Temple, TX 76502, USA
Phone (254) 770-3022
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 – 3:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-56942
CRD# 281958
Location 3803 Levy Ln Suite 104, Killeen, TX 76542, USA
Phone (254) 526-4559
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-62226
CRD# 126514
Location 3000 S 31st St #301, Temple, TX 76502, USA
Phone (254) 773-3580
Directions
Gunter Financial Services
SEC File# 801-69815
CRD# 149018
Location 204 N Penelope St Ste A, Belton, TX 76513, USA
Phone (254) 613-5508
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Matt Gunter - Raymond James
SEC File# 801-69815
CRD# 149018
5 out of 5
Location 204 N Penelope St, Belton, TX 76513, USA
Phone (254) 613-5508
Directions
Steven Edward Smith: Primerica - Financial Services
Location 200 E Central Ave STE B, Belton, TX 76513, USA
Phone (254) 613-5560
Directions
John Ash & Associates
Location 314 E 6th Ave, Belton, TX 76513, USA
Phone (254) 933-3030
Directions
Edward Jones - Financial Advisor
5 out of 5
Location 120 W Central Texas Expy #102, Harker Heights, TX 76548, USA
Directions
First Command Financial Advisor - Ray Jimenez
Location 3803 Levy Ln Suite 104, Killeen, TX 76542, USA
Phone (254) 526-4559
Directions
Troy L. Smith Financial
Location 101 Salado Plaza Dr, Salado, TX 76571, USA
Phone (254) 947-0376
Directions
Edward Jones
5 out of 5
Location 1908 W Avenue H, Temple, TX 76504, USA
Phone (254) 770-0958
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3011 N Main St Ste C, Belton, TX 76513, USA
Phone (254) 933-7680
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
Directions
Edward Jones
Location 2015 Birdcreek Terrace Suite 105, Temple, TX 76502, USA
Phone (254) 771-0196
Directions
Centaurus Financial
Location 1949 Scott Blvd, Temple, TX 76504, USA
Phone (254) 771-0180
Directions
H D Vest Investment Services
Location 207 Lake Rd, Belton, TX 76513, USA
Phone (254) 933-3200
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 127 Lake Rd Suite 201, Belton, TX 76513, USA
Phone (254) 939-3387
Directions
Edward Jones
5 out of 5
Location 207 E 2nd Ave, Belton, TX 76513, USA
Phone (254) 939-5824
Directions
Edward Jones
Location 2015 Birdcreek Terrace Suite 105, Temple, TX 76502, USA
Phone (254) 771-0196
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2010 Southwest Hk Dodgen Loop Exchange Plaza, Suite 208, Temple, TX 76504, USA
Phone (254) 771-1288
Directions
Eric L Prall - Financial Advisor, Ameriprise Financial Services, LLC
Location 10252 W Adams Ave Ste 104B, Temple, TX 76502, USA
Phone (254) 598-7480
Directions
John Bailey Financial
5 out of 5
Location 7480 Honeysuckle #100, Temple, TX 76502, USA
Phone (254) 774-8882
Directions
Cord Financial Services
Location Nolanville, TX 76559, USA
Phone (254) 698-2415
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 100 Kasberg Dr Ste B, Temple, TX 76502, USA
Phone (254) 774-9300
Directions
Edward Jones
5 out of 5
Location 114 S East St, Belton, TX 76513, USA
Phone (254) 933-2436
Directions
Francesca Gervascio-Franzen, CFP®
SEC File# 801-69815
CRD# 149018
Location 306 E Central Ave, Belton, TX 76513, USA
Phone (254) 613-5508
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 114 S East St, Belton, TX 76513, USA
Phone (254) 933-2436
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 511 Lake Rd Suite 104, Belton, TX 76513, USA
Phone (254) 933-3155
Directions
Dave Lesko -- Get out of the Rat Race
Location 3606 Antelope Trail, Temple, TX 76504, USA
Phone (254) 654-3016
Directions
Cord Financial Services
Location 804 S Main St, Belton, TX 76513, USA
Phone (254) 939-3262
Directions
Ellefson & Associates
1 out of 5
Location 552 Farm to Market 2410 A, Harker Heights, TX 76548, USA
Phone (254) 680-4408
Directions
First Command Financial Advisor - Byron Rogers
Location 3803 Levy Ln Suite 104, Killeen, TX 76542, USA
Phone (254) 526-4559
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4008 E Stan Schlueter Loop Suite 102, Killeen, TX 76542, USA
Phone (254) 690-1740
Directions
Bryan Daniel - Financial Advisor, Ameriprise Financial Services, LLC
Location 10252 W Adams Ave Ste 104B, Temple, TX 76502, USA
Phone (254) 598-7480
Directions
The Personal Wealth Coach
SEC File# 801-68174
CRD# 144588
Location 918 N Main St, Salado, TX 76571, USA
Phone (254) 947-1111
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
Directions
Innovative Financial Group
Location 16 E Avenue A SUITE 208, Temple, TX 76501, USA
Phone (254) 342-3939
Directions
Benjamin F. Edwards
SEC File# 801-113797
CRD# 297750
Location 2102 Birdcreek Dr Ste A, Temple, TX 76502, USA
Phone (844) 236-6490
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
First Command Financial Advisor - Michael Mower
Location 3803 Levy Ln Suite 104, Killeen, TX 76542, USA
Phone (254) 526-4559
Directions
Bill Smith Financial Services
Location 425 Elmer King Rd, Belton, TX 76513, USA
Phone (254) 933-1887
Directions
Edward Jones - Financial Advisor: Mike Gunter
SEC File# 801-3297
CRD# 250
Location 210 N Penelope St, Belton, TX 76513, USA
Phone (254) 933-2436
Directions
Beronio Wealth Planning Solutions
5 out of 5
Location 2601 Trimmier Rd, Killeen, TX 76542, USA
Phone (800) 728-3067
Directions
The Daniel Group - Ameriprise Financial Services, LLC
Location 10252 W Adams Ave Ste 104B, Temple, TX 76502, USA
Phone (254) 598-7480
Directions
Innovest Financial Planning
Location 800 Frontier Trail, Harker Heights, TX 76548, USA
Phone (254) 698-0085
Directions
Edward Jones - Financial Advisor: Sara Hebert
Location 12 N 5th St, Temple, TX 76501, USA
Phone (254) 774-9170
Directions
Bulls Financial Group
Location 803 S 33rd St, Temple, TX 76504, USA
Phone (254) 899-9944
Directions
W. Marcus Henn, Certified Financial Planner
SEC File# 801-62226
CRD# 126514
5 out of 5
Location 4102 S 31st St #350, Temple, TX 76502, USA
Phone (254) 773-3580
Directions
First Command Financial Advisor - Josh LaMotte
Location 3803 Levy Ln Suite 104, Killeen, TX 76542, USA
Phone (254) 526-4559
Directions
Donna Heatherly Martin - Raymond James
5 out of 5
Location 2010 Birdcreek Dr, Temple, TX 76502, USA
Phone (254) 314-8863
Directions
Gerhardt Korn - Thrivent
Location 5100 Midway Dr Ste 100, Temple, TX 76502, USA
Phone (254) 774-7917
Directions
Financial Advisors in Bell County, TX

Where Certified Financial Advisors in Bell County, TX Serve

Bell County, located in central Texas, is a vibrant and diverse community with a rich history and plethora of landmarks. From the stunning Lake Belton to the iconic Bell County Expo Center, there is no shortage of sights to see and experiences to be had. The county is home to several major employers, including Fort Hood, Baylor Scott & White Health, and the Killeen Independent School District, providing ample job opportunities for residents. Major highways and streets, such as Interstate 35, Highway 190, and State Highway 195, allow for easy access to neighboring cities and towns, while also connecting residents to local shops, restaurants, and attractions. With a variety of neighborhoods, from quiet suburbs to bustling city centers, Bell County offers something for everyone. Whether you're looking for a peaceful retreat or an active lifestyle, this county has it all. Come explore the beauty and diversity of Bell County, TX.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Bell County, TX can benefit greatly from the expertise of a financial advisor. With a population of over 340,000 people, Bell County is home to a diverse community with varying financial needs. A financial advisor can help residents with a range of services, including retirement planning, investment management, and debt management. For example, many residents in the area work for the military or government, which often comes with unique financial challenges. A financial advisor can help navigate these complexities and create a customized financial plan that takes into account the specific needs of Bell County residents. Additionally, with the recent growth in the area's economy, a financial advisor can help residents take advantage of new investment opportunities and maximize their financial potential.

Insurance Broker

Residents of Bell County, TX can greatly benefit from the services of an insurance broker. Bell County is known for its diverse population and range of industries, which can make finding the right insurance coverage a daunting task. An insurance broker can assist residents in navigating the complex insurance market and finding policies that fit their unique needs. For example, with the high rate of military personnel and veterans residing in Bell County, an insurance broker could help them find policies that provide coverage for service-related injuries or illnesses. Additionally, with the county's proximity to the Gulf Coast, residents may need specialized coverage for flood or hurricane damage. An insurance broker can help residents understand their options and make informed decisions about their insurance needs.

Retirement Planning

Residents of Bell County, TX could greatly benefit from the services of a retirement planner. With a population of over 340,000 people, Bell County is home to a variety of individuals with different financial situations and retirement goals. A retirement planner can provide personalized advice and guidance on investment strategies, tax planning, and retirement income planning to help residents achieve their long-term financial goals. Additionally, Bell County has a large military population due to the presence of Fort Hood, and a retirement planner can assist military personnel in navigating the unique challenges of military retirement benefits and planning for life after service. Overall, a retirement planner can provide valuable support and expertise to residents of Bell County, TX as they plan for their future.

Wealth Management

Residents of Bell County, TX could benefit greatly from the services of a wealth manager. With a population of over 340,000 people, Bell County is home to a diverse range of individuals with varying financial needs and goals. A wealth manager can help these residents by providing personalized financial planning and investment advice, tailored to their specific circumstances. Whether it's helping families save for college tuition, assisting retirees with managing their retirement income, or advising business owners on tax-efficient strategies, a wealth manager can provide valuable guidance to help Bell County residents achieve their financial objectives. Additionally, given the region's strong military presence, a wealth manager can also offer expertise in navigating the unique financial challenges faced by military families. Overall, a wealth manager can be an invaluable resource for Bell County residents looking to build and protect their wealth over the long term.

Mortgage Loan Officer

Residents of Bell County, TX can benefit greatly from the services of a mortgage loan officer. One specific way that a loan officer can help residents in this area is by providing guidance on the unique housing market in Bell County. As a growing community with a strong military presence, Bell County has a diverse range of housing options, from historic homes in downtown Belton to new construction in Harker Heights. A knowledgeable loan officer can help residents navigate this market and find the best mortgage options for their specific needs and budget. Additionally, a loan officer can assist with the pre-approval process, which can give homebuyers an advantage in a competitive market. Overall, working with a mortgage loan officer can help residents of Bell County achieve their dream of homeownership with confidence and ease.

Tax Services

Residents of Bell County, TX could benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways is by receiving guidance on how to maximize their deductions and credits on their tax returns. This is especially important for Bell County residents who may be eligible for unique tax breaks, such as those related to owning property in a rural area or being a member of the military. Additionally, a tax advisor can assist residents with tax planning strategies, helping them to minimize their tax liability and potentially save money in the long run. Overall, working with a tax advisor can provide valuable insights and support for Bell County residents looking to navigate the complex world of taxes.

Estate Planning Lawyer

Residents of Bell County, TX can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is through the creation of a comprehensive estate plan that outlines how their assets will be distributed after their passing. This is especially important in Bell County, which has a growing population of retirees and elderly residents who need to ensure that their loved ones are taken care of. Additionally, an estate planning lawyer can help residents minimize their tax liabilities, protect their assets from creditors, and establish trusts for their children or grandchildren. In short, an estate planning lawyer can provide invaluable guidance and support to Bell County residents as they navigate the complexities of estate planning.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Bell County, TX