Wealth Management in Kendall County, TX

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List of Firms

Kendall County, TX Wealth Management Firms

Genesis Wealth Management
Location 8000 Fair Oaks Pkwy Suite 104, Fair Oaks Ranch, TX 78015, USA
Phone (210) 530-1270
Bergin Wealth Management LLC
Location 401 Oak Knoll Cir, Boerne, TX 78006, USA
Phone (830) 249-3222
Cameron Behrend - Thrivent
Location 1415 E Blanco Rd Ste8 Office 93, Boerne, TX 78006, USA
Phone (210) 477-8801
Retirement Visions
Location 105 Falls Ct STE 400, Boerne, TX 78006, USA
Phone (830) 816-3434
Edward Jones - Financial Advisor: Ryan Marquard, AAMS™
SEC File# 801-3297
CRD# 250
4 out of 5
Location 512 E Blanco Rd #301, Boerne, TX 78006, USA
Phone (830) 815-1404
Hill Country Financial
Location 614 High St, Comfort, TX 78013, USA
Phone (830) 995-4001
Wealth Management in Kendall County, TX

Where Wealth Management Advisors in Kendall County, TX Serve

Kendall County, located in the heart of the Texas Hill Country, is a vibrant community with a rich history and a promising future. This county is home to a plethora of landmarks, including the iconic Boerne City Park, the historic Kendall County Courthouse, and the picturesque Cibolo Nature Center. These landmarks serve as a testament to the county's deep cultural roots and its commitment to preserving its natural beauty. In terms of top employers, Kendall County boasts a diverse range of businesses, from healthcare providers like Hill Country Memorial Hospital to manufacturing companies like CMC Steel Texas. Other notable employers include the Boerne Independent School District, the City of Boerne, and the H-E-B grocery chain. These employers provide a wide range of job opportunities for residents and contribute to the county's robust economy. When it comes to major highways and streets, Kendall County is situated at the intersection of several important thoroughfares, including Interstate 10, Highway 46, and Highway 87.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Kendall County, TX would benefit from a bank in numerous ways. With a population of almost 50,000 people, Kendall County is a rapidly growing area that is home to many small businesses and agricultural operations. A bank could provide these businesses with access to loans and lines of credit to help them grow and expand. Additionally, many residents of Kendall County live in rural areas and may not have easy access to traditional banking services. A bank could provide these individuals with mobile banking options, such as online banking and mobile check deposit, to make managing their finances more convenient. Furthermore, Kendall County is home to many retirees who may need assistance with retirement planning and investment management. A bank could offer these individuals financial planning services to help them achieve their retirement goals. Overall, a bank could play a vital role in supporting the economic growth and financial well-being of Kendall County and its residents.

Insurance Broker

Residents of Kendall County, TX can benefit from the expertise of an insurance broker in various ways. With the county's growing population and diverse economic landscape, an insurance broker can help individuals and businesses navigate the complex insurance market and find the best policies to meet their unique needs. For instance, with the county's significant agricultural sector, an insurance broker can provide specialized coverage options for farmers and ranchers to protect their crops and livestock against natural disasters and other risks. Additionally, an insurance broker can assist residents in finding affordable health insurance plans that offer comprehensive coverage and access to quality healthcare providers in the county. In short, an insurance broker can provide valuable guidance and support to Kendall County residents, helping them secure the right insurance coverage to protect their assets and achieve their financial goals.

Retirement Planning

Residents of Kendall County, TX can benefit from the services of a retirement planner in numerous ways. The planner can assist in creating a personalized retirement plan that takes into account the unique financial circumstances of the individual. This includes analyzing income streams, investment portfolios, and expenses to determine a realistic retirement budget. Moreover, a retirement planner can help residents of Kendall County navigate the complexities of Social Security and Medicare, ensuring they receive the maximum benefits available. With the county's population growing at a rate of 3.4% annually, a retirement planner can also provide guidance on long-term care planning, including options for in-home care, assisted living, and nursing homes. Furthermore, as Kendall County is home to many retirees who may be interested in leaving a legacy, a retirement planner can provide advice on estate planning, including strategies for minimizing taxes and maximizing the value of assets passed on to beneficiaries.

Financial Advisor

Residents of Kendall County, TX could benefit greatly from the expertise of a financial advisor in multiple ways. One specific example is the booming real estate market in the area. A financial advisor could assist residents in navigating the complexities of buying and selling property, as well as advising on investment opportunities in the local market. Additionally, with the county's proximity to San Antonio and Austin, residents may have unique financial considerations related to commuting or working in those cities. A financial advisor could help with tax planning, retirement planning, and investment strategies tailored to their specific needs. Furthermore, with the county's growth and development, residents may have questions about estate planning and inheritance. A financial advisor could provide guidance on these important topics and help ensure that their financial goals are met. Overall, a financial advisor could be an invaluable resource for residents of Kendall County, TX, as they navigate the complexities of their financial lives.

Mortgage Loan Officer

Residents of Kendall County, TX can benefit from the services of a mortgage loan officer in numerous ways. One of the most common ways is by helping residents navigate the complex process of securing a mortgage for their dream home. With the county's rapidly growing population and rising housing costs, it can be challenging for residents to find affordable homes in the area. A mortgage loan officer can provide expert advice on the various loan options available, including government-backed loans, fixed-rate mortgages, and adjustable-rate mortgages. They can also help residents understand the complex legal and financial requirements of the mortgage application process, including credit scores, income verification, and property appraisals. Additionally, the loan officer can assist residents in finding the best interest rates and loan terms that suit their financial needs and goals. With the help of a mortgage loan officer, residents of Kendall County, TX can achieve their dream of owning a home in this beautiful and vibrant community.

Tax Services

Residents of Kendall County, TX can greatly benefit from the guidance of a tax advisor. With the county being home to a diverse range of industries, such as agriculture, healthcare, and tourism, tax laws can vary greatly depending on one's profession. A tax advisor can provide expert advice on how to navigate these complexities and ensure that residents are maximizing their tax benefits. Additionally, with the recent growth in the county's population, many residents may be unfamiliar with the tax laws specific to Texas. A tax advisor can help explain these laws and ensure that residents are in compliance with all state and federal regulations. Whether it's navigating deductions for farmers or understanding the intricacies of the state's sales tax laws, a tax advisor can be an invaluable resource for residents of Kendall County.

Estate Planning Lawyer

Residents of Kendall County, TX can benefit greatly from the services of an estate planning lawyer. In this area, which is known for its stunning natural beauty and rich history, many families have amassed significant assets over the years. An estate planning lawyer can help these families protect their wealth and ensure that it is passed down to future generations in the most efficient and effective way possible. This may involve creating a trust, drafting a will, or establishing a power of attorney. Additionally, an estate planning lawyer can help residents of Kendall County navigate the complex legal landscape surrounding estate taxes and probate court, ensuring that their assets are distributed according to their wishes and not subject to unnecessary fees or delays. With the help of an experienced estate planning lawyer, residents of Kendall County can rest assured that their legacy will be protected for years to come.


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