Family financial services in Round Rock, TX
37 results found
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AAA Round Rock Insurance and Member Services
● ClosedAAA Round Rock Insurance and Member Services is a comprehensive institution offering a wide range of financial, insurance, and travel services. Located at 201 University Oaks Boulevard in Round Rock, Texas, this institution is dedicated to providing top-notch customer service and expert advice to help individuals and families make informed decisions about their financial and insurance needs. Whether you are looking for auto, home, life, or travel insurance, or need assistance with booking a vacation or planning a road trip, AAA Round Rock Insurance and Member Services is here to help. With a team of experienced professionals and a commitment to excellence, you can trust that you are in good hands at this trusted institution.
201 University Oaks Blvd STE 750, Round Rock, TX 78665, United States -
Round Rock Insurance
● ClosedRound Rock Insurance, located at 101 East Old Settlers Boulevard in Round Rock, Texas, is a top-notch insurance agency offering a wide array of personal insurance products to keep you and your family safe from danger. From Small Business Packages to highly specific policies tailored to your needs, we provide coverage for all. We also offer Commercial Umbrella insurance and boat insurance for onshore or offshore needs. Our expert insurance agents can navigate the complex world of health insurance options for you. With over 45 years of experience, Whorton Insurance has become a leading insurance provider for various businesses. We strive to offer the best coverage and prices to meet your needs. Contact us at any of our locations in Texas and California to discuss all your insurance needs. Trust Whorton Insurance for consistent financial stability and exceptional service since 1972.
101 E Old Settlers Blvd, Round Rock, TX 78664, United States -
Petty Family Floors
● ClosedPetty Family Floors is a well-established institution located at 110 North Interstate Highway 35 in Round Rock, Texas. With a legacy dating back to the 1970's, we are proud to serve our customers and community with the best flooring solutions available. As a furniture store, general contractor, and home goods store, we offer more than just carpet and tile - we provide modern and high-quality options for all your flooring needs. At Petty Family Floors, we treat our customers like family. From the moment you step into our showroom to the final installation, we are dedicated to providing exceptional service and attention to detail. When you visit our retail location, you will be greeted and assisted by a friendly family member who is eager to help you find the perfect flooring solution for your home.
110 N Interstate Hwy 35 #175, Round Rock, TX 78681, United States -
Texas Children's Pediatrics Round Rock Pediatrics
● ClosedTexas Children's Pediatrics Round Rock Pediatrics, located at 1050 Meadows Drive in Round Rock, Texas, is a trusted institution dedicated to providing superior pediatric care in a friendly and accessible environment. The experienced pediatricians and staff at Round Rock Pediatrics have been serving families in Williamson and Travis counties for over 25 years, offering excellent medical care for children's medical, developmental, and emotional well-being. Current patients with a MyChart account can easily schedule sick visits and well check-up appointments. The institution provides resources and guides for parents and caregivers, along with information on what to expect during visits. Payment for medical services can be made by credit card at the time of service, and claims are filed with Texas Children's Pediatrics-contracted insurance plans.
1050 Meadows Dr Ste. 307, Round Rock, TX 78681, United States -
Leyviana Smith: Primerica - Financial Services
● ClosedLeyviana Smith: Primerica - Financial Services is a reputable finance and insurance agency located at 500 West Palm Valley Boulevard in Round Rock, Texas, United States. With a focus on helping individuals and families achieve financial security and success, Leyviana Smith and her team offer a wide range of services including financial planning, investment strategies, retirement planning, and insurance solutions. With a commitment to providing personalized and comprehensive financial guidance, Leyviana Smith: Primerica - Financial Services is dedicated to helping clients reach their financial goals and secure their future.
500 W Palm Valley Blvd, Round Rock, TX 78664, United States -
Ale Resendiz: Primerica - Financial Services
● OpenAle Resendiz: Primerica - Financial Services is a reputable finance and insurance agency located at 555 Round Rock West Drive in Round Rock, Texas, United States. With a focus on providing comprehensive financial services to individuals and families, Ale Resendiz and his team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Ale Resendiz: Primerica - Financial Services is committed to providing personalized solutions tailored to your specific needs. Contact them today to schedule a consultation and take the first step towards financial security.
555 Round Rock W Dr BLDG E-220, Round Rock, TX 78681, United States -
Arthur Financial Services
● ClosedArthur Financial Services is a leading finance institution located at 2851 Joe Dimaggio Boulevard in Round Rock, Texas. As a trusted financial partner, we offer a wide range of services including investment management, retirement planning, insurance solutions, and wealth management. Our team of experienced financial advisors are dedicated to helping individuals and businesses achieve their financial goals and secure their future. Contact us today to learn more about how Arthur Financial Services can help you build a strong financial foundation.
2851 Joe Dimaggio Blvd, Round Rock, TX 78665, United States -
Robert Wayne Harrison: Primerica - Financial Services
● ClosedRobert Wayne Harrison: Primerica - Financial Services is a reputable finance and insurance agency located at 1050 Meadows Drive in Round Rock, Texas. With a focus on providing top-notch financial services to individuals and families, this institution is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, insurance coverage, or retirement planning, the experienced team at Robert Wayne Harrison: Primerica - Financial Services is here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, this institution is a valuable resource for anyone seeking sound financial guidance.
1050 Meadows Dr STE 401, Round Rock, TX 78681, United States -
Guardian Financial Wealth Management
● ClosedGuardian Financial Wealth Management, located at 3309 Forest Creek Drive, Round Rock, Texas, is a finance institution dedicated to providing security and peace of mind in retirement. They specialize in creating income plans to ensure guaranteed increasing income for you and your family throughout retirement, while also eliminating unnecessary portfolio risks. Their goal is to help you reduce income tax liability and create tax-free income whenever possible. They also offer smart healthcare options to offset potential financial risks in retirement. Guardian Financial Wealth Management ensures a smooth transition for your loved ones and beneficiaries. Brian Winterowd provides insurance services through Guardian, separate from his role as an investment advisor representative of Portfolio Medics. Investment advisory services are offered through Portfolio Medics, and Guardian Financial Wealth Management is a licensed insurance agency. Please consult legal or tax professionals for specific advice regarding your individual situation. This institution aims to educate and provide general information, not serve as a solicitation for security transactions.
3309 Forest Creek Dr #103, Round Rock, TX 78664, United States -
Eagle Harbor Financial
● ClosedEagle Harbor Financial is a leading finance institution located at 1490 Rusk Road in Round Rock, Texas, United States. We specialize in providing a wide range of financial services, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or simply manage your finances more effectively, Eagle Harbor Financial is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.
1490 Rusk Rd STE 101, Round Rock, TX 78665, United States -
Hood & Associates CPAs, PC | Tax, Accounting & Financial Services in Round Rock
● OpenHood & Associates CPAs, PC in Round Rock, Texas offers tax, accounting, and financial services to empower your financial wellness every step of the way. Located at 100 West Anderson Avenue, our team becomes your financial wellness partner year-round, providing support and guidance when you need it. Our 12-month membership includes tax and financial health planning to give you confidence and peace of mind when it comes to your money matters. Clients have praised our polite and courteous service, treating them like family. Contact Hood & Associates CPAs, PC for all your accounting and finance needs.
100 W Anderson Ave, Round Rock, TX 78664, United States -
Edward Jones - Financial Advisor: Danny E Morgan, CFP®
● ClosedEdward Jones - Financial Advisor: Danny E Morgan, CFP® is a trusted financial institution located at 16333 Great Oaks Drive in Round Rock, Texas. As a Certified Financial Planner, Danny E Morgan offers expert financial advice and planning services to help clients achieve their financial goals. Whether you are looking to invest for retirement, save for your child's education, or plan for a major purchase, Danny E Morgan can provide personalized solutions to meet your needs. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Danny E Morgan, CFP® is dedicated to helping clients secure their financial future.
16333 Great Oaks Dr #100, Round Rock, TX 78681, United States -
Edward Jones - Financial Advisor: Joe Brown
● OpenEdward Jones - Financial Advisor: Joe Brown is a trusted financial institution located at 1830 Round Rock Avenue in Round Rock, Texas. Specializing in finance, Joe Brown and his team provide personalized financial advice and services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Joe Brown is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.
1830 Round Rock Ave #200, Round Rock, TX 78681, United States -
Edward Jones - Financial Advisor: Cathy Kohn
● OpenEdward Jones - Financial Advisor: Cathy Kohn is a reputable finance institution located at 1830 Round Rock Avenue in Round Rock, Texas, United States. Cathy Kohn is a dedicated and experienced financial advisor who provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Cathy Kohn is committed to helping individuals and families secure their financial future.
1830 Round Rock Ave #200, Round Rock, TX 78681, United States -
Edward Jones - Financial Advisor: Scott M Green, CFP®|AAMS™
● OpenEdward Jones - Financial Advisor: Scott M Green, CFP®|AAMS™ is a reputable financial institution located at 1 Chisholm Trail Road in Round Rock, Texas. As a Certified Financial Planner and Accredited Asset Management Specialist, Scott M Green provides expert financial guidance and personalized advice to help clients achieve their financial goals. With a focus on long-term financial planning and investment strategies, Edward Jones is dedicated to helping individuals and families secure their financial future. Visit our office today to learn more about our services and how we can help you reach your financial goals.
1 Chisholm Trail Rd #205, Round Rock, TX 78681, United States -
Edward Jones - Financial Advisor: Ken Matney
● ClosedEdward Jones - Financial Advisor: Ken Matney is a reputable financial institution located at 4010 Sandy Brook Drive in Round Rock, Texas, United States. As a trusted financial advisor, Ken Matney offers personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Ken Matney provides expert advice on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, save for the future, or protect your assets, Ken Matney and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
4010 Sandy Brook Dr #203, Round Rock, TX 78665, United States -
Edward Jones - Financial Advisor: Rich Fikani, AAMS™
● OpenEdward Jones - Financial Advisor: Rich Fikani, AAMS™ is a trusted financial institution located at 503 East Palm Valley Boulevard in Round Rock, Texas. As a dedicated financial advisor, Rich Fikani provides personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a range of investment options and strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Rich Fikani and the team at Edward Jones are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
503 E Palm Valley Blvd Ste 110, Round Rock, TX 78664, United States -
Stephen Carter - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedStephen Carter is a financial advisor at Ameriprise Financial Services, LLC located at 2851 Joe Dimaggio Boulevard, Round Rock, Texas, United States. Stephen holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Stephen is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. With expertise in asset management, investment strategies, estate planning, insurance products, and retirement planning, Stephen offers personalized solutions to help clients achieve their financial goals. Additionally, Stephen is trained to assist veterans, active duty, Reserve, National Guard members, and their families with their unique financial needs. Contact Stephen Carter at Ameriprise Financial Services, LLC for expert financial advice and guidance.
2851 Joe Dimaggio Blvd Bldg 8 Ste 16, Round Rock, TX 78665, United States -
Edward Jones - Financial Advisor: Shawn Parsons
● OpenEdward Jones - Financial Advisor: Shawn Parsons is a trusted finance institution located at 307 East Main Street in Round Rock, Texas. As a dedicated financial advisor, Shawn Parsons provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building lasting relationships and delivering top-notch customer service, Edward Jones is committed to helping individuals and families secure their financial future. Contact Shawn Parsons today to start planning for a brighter tomorrow.
307 E Main St, Round Rock, TX 78664, United States -
Edward Jones - Financial Advisor: Daniel Harris
● ClosedEdward Jones - Financial Advisor: Daniel Harris is a reputable financial institution located at 3000 Joe Dimaggio Boulevard in Round Rock, Texas, United States. As a dedicated financial advisor, Daniel Harris provides personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Daniel Harris and the team at Edward Jones are here to help you every step of the way.
3000 Joe Dimaggio Blvd STE 46, Round Rock, TX 78665, United States -
Marques Bobo - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMarques Bobo - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2851 Joe Dimaggio Boulevard, Round Rock, Texas, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Marques Bobo provides investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution helps clients track their progress towards goals and adjust their approach as life changes. Clients can access their investments and accounts from any device securely. The institution offers consultations to discuss financial planning concepts and does not guarantee future financial results. Securities are offered by Ameriprise Financial Services, LLC, a registered investment adviser. Marques Bobo may only conduct securities business with residents of states in which the advisor is properly registered. Referrals are appreciated, and the institution values helping friends and family achieve their financial goals. For more information, visit the website and review important disclosures.
2851 Joe Dimaggio Blvd bldg 8 ste 16, Round Rock, TX 78665, United States -
Edward Jones - Financial Advisor: Kari Matney
● ClosedEdward Jones - Financial Advisor: Kari Matney is a trusted finance institution located at 3000 Joe Dimaggio Boulevard in Round Rock, Texas. As a dedicated financial advisor, Kari Matney provides personalized investment strategies and comprehensive financial planning services to help clients achieve their long-term financial goals. With a commitment to transparency, integrity, and client satisfaction, Kari Matney and the team at Edward Jones strive to empower individuals and families to make informed decisions about their finances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Kari Matney is here to help you navigate the complexities of the financial world with confidence and peace of mind.
3000 Joe Dimaggio Blvd Suite 83, Round Rock, TX 78665, United States -
High Point Dentistry
● OpenHigh Point Dentistry, located at 2719 East 7th Street in Austin, Texas, is a top-notch dental institution dedicated to providing high-quality care to patients in Austin and Round Rock. The team at High Point Dentistry is passionate about dentistry and strives to treat each patient with the same level of care and attention they would give to their own families. The institution offers flexible financing options to accommodate patients with different financial needs, including an in-house membership plan that provides routine preventive care and discounts on additional services. In the event of a dental emergency, the experienced team at High Point Dentistry is ready to provide efficient and effective emergency dental services.
2719 E 7th St, Austin, TX 78702, United States -
Greg Meyer - State Farm Insurance Agent
● ClosedGreg Meyer - State Farm Insurance Agent is located at 10824 East Crystal Falls Parkway in Leander, Texas, United States. With 30 years of experience providing State Farm Home and Auto Insurance and Financial Services to Texans, Greg Meyer understands the importance of safeguarding your family from life's unexpected challenges. A proud graduate of Baylor University, Greg has a deep love for Texas and enjoys welcoming new arrivals to the state. The institution has offices in Leander and Round Rock, with a bilingual staff dedicated to serving all of your insurance needs. Whether you need assistance with Commercial/Business insurance, Auto Insurance, Home Insurance, Renters Insurance, or Flood Insurance, Greg Meyer and his team are here to help. The institution also offers 24/7 access to a real human by phone for your convenience.
10824 E Crystal Falls Pkwy Ste 406, Leander, TX 78641, United States -
Shonda Hetherington - State Farm Insurance Agent
● ClosedShonda Hetherington - State Farm Insurance Agent is a trusted insurance agency located at 3000 Joe Dimaggio Boulevard in Round Rock, Texas. Specializing in health insurance, they provide personalized and comprehensive coverage options to meet the needs of individuals and families. With a commitment to excellent customer service and a wide range of insurance products, Shonda Hetherington - State Farm Insurance Agent is dedicated to helping clients protect their health and financial well-being. Contact them today to learn more about their insurance solutions.
3000 Joe Dimaggio Blvd Unit 2, Round Rock, TX 78665, United States -
USHealth Advisors
● OpenUSHealth Advisors is a reputable health insurance agency located at 1703 Balsam Way in Round Rock, Texas. They offer a wide range of health insurance options to meet the needs of individuals and families. With a team of experienced agents, USHealth Advisors is dedicated to providing personalized service and finding the best coverage for their clients. Whether you are looking for individual health insurance or group coverage, USHealth Advisors is committed to helping you navigate the complex world of health insurance and find a plan that fits your needs and budget. Contact them today to learn more about their services and how they can help you protect your health and financial well-being.
1703 Balsam Way, Round Rock, TX 78665, United States -
Farmers Insurance - Stephen Luna
● ClosedFarmers Insurance - Stephen Luna is a local insurance agency located at 1490 Rusk Road in Round Rock, Texas. Our office is conveniently situated at the corner of Rusk & Gattis School Rd., near Ridgeview Middle School. As your Farmers agent, I am dedicated to helping customers like you find the insurance coverage that best suits your needs. Whether you are looking for Auto, Home, Life, Renters, or Business insurance, I am here to provide personalized and straightforward assistance to make you more informed about your insurance options. With over 80 years of experience, Farmers Insurance has been a trusted provider of insurance products. We offer competitive rates and multi-line insurance discounts to help you save money. Whether you need coverage for your car, home, life, rental property, small business, or recreational vehicles, we have customizable insurance packages to meet your unique needs.
1490 Rusk Rd STE 103, Round Rock, TX 78665, United States -
Koger & Koger Inc
● ClosedKoger & Koger Inc is a reputable health insurance agency located at 4001 Cisco Valley Drive in Round Rock, Texas, United States. With a strong commitment to providing top-notch insurance services to individuals and families, Koger & Koger Inc offers a wide range of health insurance options to meet the diverse needs of their clients. Their knowledgeable team of insurance professionals is dedicated to helping clients find the best coverage that fits their unique requirements and budget. Trust Koger & Koger Inc to provide reliable and comprehensive health insurance solutions for peace of mind and financial security.
4001 Cisco Valley Dr, Round Rock, TX 78664, United States -
Trish Vecchio - State Farm Insurance Agent
● ClosedTrish Vecchio - State Farm Insurance Agent is a trusted insurance agency located at 11215 South Interstate 35 Frontage Road in Austin, Texas. Situated on the corner of Onion Creek Parkway & I35 in the Shops at Onion Creek, our experienced team is here to assist you with all of your insurance needs. Whether you are relocating to Texas, purchasing a new car or home, or looking for coverage for your small business, we are here to help. With over 35 years of combined State Farm Insurance experience, our bilingual team is dedicated to providing personalized service to our customers in Travis, Caldwell, Hays counties, and beyond. As a native Texan, Trish Vecchio brings 21 years of insurance experience to the Austin community. Our agency specializes in Auto Insurance, Home Insurance, Life Insurance, Business Insurance, and more. We understand the importance of protecting your loved ones and assets, and we are committed to helping you achieve financial security. Whether you are a new homeowner, small business owner, or caregiver, we have the knowledge and expertise to guide you through the insurance process.
11215 S I-35 Frontage Rd UNIT 114, Austin, TX 78747, United States -
Anthony Propst, MD - Texas Fertility Center Austin
● ClosedAnthony Propst, MD - Texas Fertility Center Austin, located at 6500 North Mopac Expressway in Austin, Texas, is a leading institution in the field of fertility treatment. Dr. Anthony Propst and his team provide world-class care to patients seeking to achieve their dreams of starting a family. With over 40 years of experience, Texas Fertility Center has helped deliver 23,000 miracles through a range of advanced reproductive technologies such as IVF, IUI, egg donation, and more. Patients from all over the United States, Mexico, and internationally visit Texas Fertility Center for its expertise in assisted reproductive technology. The clinic offers a range of services, including diagnosis and treatment for conditions such as diminished ovarian reserve, luteal support, and controlled ovarian hyperstimulation. The clinic also offers financial assistance options, such as tax credits and insurance coverage for in vitro fertilization.
6500 N Mopac Expy #1200, Austin, TX 78731, United States
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