Best Financial Advisors in Salado, TX

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List of Firms

Salado, TX Fiduciary Financial Advisors

BancorpSouth Bank
3 out of 5
Location 50 S Main St, Salado, TX 76571, USA
Phone (254) 947-5852
Directions
Beronio Wealth Planning Solutions
5 out of 5
Location 2601 Trimmier Rd, Killeen, TX 76542, USA
Phone (800) 728-3067
Directions
Bolick Bruce
Location 560 N Main St, Salado, TX 76571, USA
Phone (254) 947-1040
Directions
Innovative Financial Group
Location 16 E Avenue A SUITE 208, Temple, TX 76501, USA
Phone (254) 342-3939
Directions
Texas House Advisors
Location 1041 Jewel Ln, Salado, TX 76571, USA
Phone (512) 815-3661
Directions
Roger Daniel - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 10252 W Adams Ave Ste 104B, Temple, TX 76502, USA
Phone (254) 598-7480
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 – 4:30 PM Saturday: Closed Sunday: Closed
Directions
Carson Stephens New York Life
Location 209 Salado Creek Pl, Salado, TX 76571, USA
Phone (512) 321-9524
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
First Command Financial Advisor - Castulo Vera
Location 3803 Levy Ln Suite 104, Killeen, TX 76542, USA
Phone (254) 526-4559
Directions
Swanson Financial Strategies
Location 133 Walter Way, Jarrell, TX 76537, USA
Phone (512) 528-4422
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 213 Mill Creek Dr Suite 120, Salado, TX 76571, USA
Phone (254) 947-5128
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
Troy L. Smith Financial
SEC File# 801-60812
CRD# 17587
Location 101 Salado Plaza Dr, Salado, TX 76571, USA
Phone (254) 947-0376
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1005 Marlandwood Rd Ste 101, Temple, TX 76502, USA
Phone (254) 791-4630
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 5320 E Central Texas Expy Suite 104, Killeen, TX 76543, USA
Phone (254) 501-3781
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 2015 Birdcreek Terrace Suite 105, Temple, TX 76502, USA
Phone (254) 771-0196
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
Financial Advisors in Salado, TX

Where Certified Financial Advisors in Salado, TX Serve

Salado, TX is a charming small town located in Bell County, Texas. The town is home to several historic landmarks, including the Stagecoach Inn, which was built in 1861 and is now a popular restaurant and hotel. Other notable landmarks include the Salado Creek Winery & Vineyard, which offers wine tastings and tours, and the Salado Sculpture Garden, which features unique works of art by local artists. When it comes to employment, Salado is home to several top employers, including the Salado Independent School District, which employs over 200 people, and the Stagecoach Inn, which employs over 100 people. Other major employers in the area include the Salado Chamber of Commerce and the Salado Public Library. Salado is located near several major highways and streets, including Interstate 35, which runs through the heart of the town.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Salado, TX could benefit from the guidance of a financial advisor in a variety of ways. One of the most common ways a financial advisor could assist Salado residents is by helping them create a personalized financial plan that takes into account their unique goals and circumstances. Salado is a small town with a population of just over 2,000, and many residents may not have access to the same financial resources as those in larger cities. A financial advisor could provide valuable advice on budgeting, saving for retirement, and investing in a way that aligns with their clients' values and priorities. Additionally, Salado is located in the heart of Texas, where the cost of living is relatively low. A financial advisor could help residents make the most of their income and savings by identifying investment opportunities that offer a high return on investment. Overall, a financial advisor could play a crucial role in helping Salado residents achieve financial security and peace of mind.

Insurance Broker

Residents of Salado, TX can benefit from the services of an insurance broker in many ways. One of the most common ways an insurance broker can help Salado residents is by assisting them in finding the right insurance coverage for their needs. Salado is a small town with a population of just over 2,000 people, and many residents may not be familiar with the insurance options available to them. An insurance broker can provide valuable guidance and advice on the types of insurance policies that are most relevant to Salado residents, such as flood insurance due to the town's proximity to the Salado Creek. Additionally, an insurance broker can help Salado residents navigate the complex insurance market and find policies that fit their budget and provide the coverage they need.

Retirement Planning

Residents of Salado, TX could benefit greatly from the services of a retirement planner. Specifically, a retirement planner can help Salado residents navigate the unique challenges of retirement in a small town. For example, a retirement planner can help residents make the most of their retirement savings by identifying low-cost investment options that are accessible to residents of a smaller community. Additionally, a retirement planner can help Salado residents plan for the potential costs of healthcare in retirement, which can be especially important in a community where access to healthcare may be limited. With the help of a retirement planner, Salado residents can ensure that they are making the most of their retirement years and enjoying all that their community has to offer.

Wealth Management

Residents of Salado, TX could greatly benefit from the expertise of a wealth manager in a number of ways. For instance, a wealth manager could help them navigate the complex financial landscape of the town, which is known for its thriving tourism industry. With so many visitors coming to Salado each year, it can be difficult for residents to know how to invest their money wisely and make the most of their assets. A wealth manager could help them develop a sound financial plan that takes into account their unique needs and goals, and helps them maximize their returns while minimizing their risk. Additionally, a wealth manager could provide valuable advice on tax planning, estate planning, and other important financial matters, helping residents of Salado to secure their financial future and achieve their long-term goals.

Mortgage Loan Officer

Residents of Salado, TX could greatly benefit from the services of a mortgage loan officer. These professionals can help residents navigate the complex world of mortgages and find the best loan options to fit their unique financial situations. For example, Salado is a small town with a population of just over 2,000 people. As a result, many residents may have limited access to large financial institutions and may not know where to turn for mortgage advice. A mortgage loan officer can provide personalized guidance and support to help residents secure the financing they need to purchase a home or refinance an existing mortgage. With their expertise and knowledge of the local real estate market, mortgage loan officers can help residents make informed decisions that will benefit them for years to come.

Tax Services

Residents of Salado, TX can benefit greatly from the services of a tax advisor. One of the most common ways that a tax advisor can help is by providing guidance on tax deductions and credits that are specific to the area. For example, Salado is home to many small businesses and agriculture operations, which may qualify for tax breaks that are unique to those industries. Additionally, Salado is located in Bell County, which has its own set of tax laws and regulations that may differ from other counties in Texas. A tax advisor can help residents navigate these complexities and ensure that they are taking advantage of all available tax benefits. Overall, a tax advisor can provide valuable insights and expertise to help Salado residents maximize their tax savings and minimize their liabilities.

Estate Planning Lawyer

Residents of Salado, TX can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Salado, TX, where many residents own large plots of land and may want to ensure that their property is passed down to future generations. Additionally, an estate planning lawyer can help residents create a plan for long-term care, including Medicaid planning and setting up trusts to protect assets. Overall, an estate planning lawyer can provide peace of mind for Salado, TX residents by helping them prepare for the future and ensure that their wishes are carried out.

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