Best Financial Advisors in Comal County, TX

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List of Firms

Comal County, TX Fiduciary Financial Advisors

Agents Advisory Group Llc
5 out of 5
Location 1619 Common St, New Braunfels, TX 78130, USA
Phone (830) 608-0900
Language http://agentsadvisorygroup.com/
Directions
Kristen Christensen - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1067 FM306 #205, New Braunfels, TX 78130, USA
Phone (830) 302-7619
Language https://www.ameripriseadvisors.com/Kristen.Christensen/?cid=IP_local_google
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 12:00 PM Saturday: Closed Sunday: Closed
Directions
Sather Financial Group
Location 760 Comal Ave, New Braunfels, TX 78130, USA
Phone (830) 629-2529
Language http://www.satherfinancial.com/
Directions
Texas Financial Advisory
Location 524 S Seguin Ave, New Braunfels, TX 78130, USA
Phone (210) 530-1292
Language http://texasfinancialadvisory.com/
Directions
Edward Jones - Financial Advisor: Blake McAnelly
5 out of 5
Location 27511 Ih-10 W, Suite 403, Boerne, TX 78006, USA
Phone (210) 403-2155
Language https://www.edwardjones.com/us-en/financial-advisor/blake-mcanelly
Directions
Everstream Capital
5 out of 5
Location 2090 N Interstate 35 Frontage Rd #4114, New Braunfels, TX 78130, USA
Phone (830) 515-7096
Language https://everstreamcapital.net/
Directions
Elite Financial Consulting LLC
5 out of 5
Location 3120 Skyline Dr, Canyon Lake, TX 78133, USA
Phone (830) 515-2414
Directions
Financial Advisors in Comal County, TX

Where Certified Financial Advisors in Comal County, TX Serve

Comal County, located in central Texas, is a vibrant and diverse community with a wealth of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Gruene Hall, a legendary music venue that has hosted countless famous musicians, to the stunning Natural Bridge Caverns, a fascinating underground world of stalactites and stalagmites, Comal County has something for everyone. The county is also home to several major employers, including the Comal Independent School District, Schlitterbahn Waterpark, and the Guadalupe-Blanco River Authority. These employers provide a range of job opportunities for residents and contribute to the county's thriving economy. When it comes to transportation, Comal County is well-connected with several major highways and streets, including Interstate 35, US Highway 281, and State Highway 46. These routes make it easy for residents to travel to nearby cities and towns, as well as to explore the county's many attractions.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Comal County, TX could benefit from the services of a financial advisor in several ways. Firstly, a financial advisor could help them to create a budget and stick to it, which is especially important for those living in the county's rapidly growing urban areas like New Braunfels and Canyon Lake. Additionally, a financial advisor could provide guidance on saving for retirement or college expenses, which is crucial for families in a county where the median age is 45 and many residents have children. Finally, a financial advisor could help residents navigate the unique tax laws of Texas, which can be particularly complex in Comal County due to its proximity to Austin and San Antonio. Overall, a financial advisor could be an invaluable resource for residents of Comal County looking to improve their financial well-being.

Insurance Broker

Residents of Comal County, TX can greatly benefit from the assistance of an insurance broker in a number of ways. One of the most common ways that an insurance broker can help residents is by providing them with personalized guidance on selecting the right insurance policies to meet their unique needs and budget. Given the diverse population of Comal County, which includes both urban and rural areas, insurance needs can vary greatly from person to person. An insurance broker can help residents navigate the complex world of insurance policies and providers, ensuring that they are adequately covered for things like property damage, liability, and healthcare. Additionally, an insurance broker can help residents in Comal County take advantage of any local or state-specific insurance programs or incentives that may be available to them.

Retirement Planning

Residents of Comal County, TX can benefit greatly from the services of a retirement planner. With a population of over 150,000 people, Comal County is home to many retirees who are looking to make the most of their golden years. A retirement planner can help these individuals by providing guidance on how to maximize their retirement savings, manage their investments, and plan for long-term care. Additionally, Comal County is known for its high property values, which can make retirement planning even more complex. A skilled retirement planner can help residents navigate these challenges and create a customized plan that meets their unique needs and goals. By working with a retirement planner, residents of Comal County can feel confident that they are on the right track to a comfortable and secure retirement.

Wealth Management

Residents of Comal County, TX can benefit from the services of a wealth manager in several ways. One of the most common ways is by creating a personalized financial plan that takes into account their unique circumstances and goals. This can help them to make informed decisions about their investments, retirement savings, and estate planning. Additionally, a wealth manager can provide guidance on tax planning, insurance, and other financial matters that are specific to Comal County, such as property taxes and local investment opportunities. By working with a wealth manager, residents can feel confident that they are making the most of their financial resources and planning for a secure future.

Mortgage Loan Officer

Residents of Comal County, TX can benefit greatly from the services of a mortgage loan officer. These professionals can help individuals and families secure financing for the purchase of a home, which is especially important in a county where the median home price is above the national average. Additionally, a mortgage loan officer can assist with refinancing existing mortgages to lower interest rates and monthly payments, freeing up funds for other expenses. With a growing population and a strong economy, Comal County is an attractive place to live, and a mortgage loan officer can help make homeownership a reality for many residents.

Tax Services

Residents of Comal County, TX can benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways a tax advisor can help is by providing guidance on how to minimize tax liabilities and maximize deductions. This is especially important for residents of Comal County, which has a growing population and a thriving business community. A tax advisor can also assist with tax planning for major life events, such as buying a home or starting a business, and help navigate complex tax laws and regulations. With the help of a tax advisor, residents of Comal County can ensure they are making informed financial decisions and taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Comal County, TX can benefit greatly from the services of an estate planning lawyer. One specific way that an estate planning lawyer can help Comal County residents is by assisting them in creating a comprehensive estate plan that takes into account the unique characteristics of the county. With its rapidly growing population and booming real estate market, Comal County presents many challenges when it comes to estate planning. An experienced lawyer can help residents navigate these challenges and ensure that their assets are protected and their wishes are carried out after they pass away. Whether it's drafting a will, setting up a trust, or planning for long-term care, an estate planning lawyer can provide invaluable guidance and support to residents of Comal County, TX.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Comal County, TX

A financial advisor in Comal County, TX, can provide a wide range of financial advising services to help clients achieve their financial goals. These services may include investment planning, retirement planning, tax planning, estate planning, and risk management. In Comal County, TX, one specific aspect that a financial advisor may focus on is the impact of property taxes on a client's financial plan. With the county's growing population and expanding real estate market, property taxes can significantly affect a client's financial situation. A financial advisor may work with clients to develop strategies to minimize the impact of property taxes on their finances, such as exploring homestead exemptions or appealing property tax assessments. By providing tailored financial advice and guidance, a financial advisor in Comal County, TX, can help clients navigate the complexities of the local financial landscape and achieve their long-term financial objectives.

Comal County, TX is undoubtedly the best place to seek financial advising owing to its exceptional economic environment and a plethora of financial advisors with years of experience in the field. The county is home to several multinational corporations, small businesses, and startups, making it a hub of economic activity. This bustling economy creates a unique set of financial challenges and opportunities that require expert advice to navigate successfully. Moreover, the financial advisors in Comal County, TX, are known for their intricate knowledge of the local economy, which enables them to craft bespoke financial plans that cater to the specific needs of each client. With their extensive experience and deep understanding of the local market, these advisors can provide comprehensive financial guidance that is tailored to the unique circumstances of each client. Therefore, if you are looking for expert financial advice that is customized to your needs, Comal County, TX, is the place to be.