Financial advice for individuals in New Braunfels, Texas

Perkins Karen Lee is a reputable accounting and finance institution located at 8610 North New Braunfels Avenue in San Antonio, Texas, United States. With a team of experienced professionals, they offer a wide range of services such as tax preparation, financial planning, and bookkeeping. Their commitment to providing personalized and efficient solutions to their clients' financial needs sets them apart in the industry. Whether you are an individual or a business owner, Perkins Karen Lee is dedicated to helping you achieve your financial goals.

Matt Patterson Insurance Agency in Kyle, Texas is dedicated to providing top-notch health insurance services to clients in the San Marcos and Central Texas areas. Located at 101 North Sledge Street, our agency prioritizes customer service and treats every client like family. We understand that insurance can be confusing, so we take the time to explain policies and help you make informed decisions about your coverage. Whether you need assistance after a storm or just have a simple question, we are always here to help. Our goal is to create a personalized insurance plan that fits your unique lifestyle. Contact us today for a hassle-free quote and find the coverage you need. Serving Hays, Comal, and Travis County, including San Marcos, New Braunfels, Buda, Kyle, and Wimberley, Matt Patterson Insurance Agency is your trusted insurance partner in Central Texas.

Cynergy Advisors is a leading finance institution located at 144 Landa Street in the vibrant city of New Braunfels, Texas, United States. With a team of experienced financial advisors, Cynergy Advisors specializes in providing comprehensive financial planning and investment management services to individuals and businesses alike. Whether you are looking to secure your financial future, grow your wealth, or plan for retirement, Cynergy Advisors is dedicated to helping you achieve your financial goals. Trust Cynergy Advisors to provide you with expert guidance and personalized solutions to navigate the complexities of the financial world.

Olson Wealth Management is a trusted finance institution located at 468 South Seguin Avenue in New Braunfels, Texas, United States. We specialize in providing personalized wealth management services to help individuals and families achieve their financial goals. Our team of experienced professionals offers tailored investment strategies, retirement planning, estate planning, and more to help our clients secure their financial future. With a commitment to excellence and a focus on personalized service, Olson Wealth Management is dedicated to helping our clients build and preserve their wealth.

Horizon Wealth Strategies, LLC is a finance institution located at 910 Gruene Road in New Braunfels, Texas, United States. The institution is dedicated to serving professional advisors and empowering clients to make wise financial decisions. The team of agents, including Mark D. Olson, Irene Stolte, Michael Ferrara, CFP®, LUTCF®, and Matt Kennedy, are licensed to sell insurance through New York Life Insurance Company and other independent insurance companies in various states. They also offer investment advisory services through Eagle Strategies LLC and securities products and services through NYLIFE Securities LLC. It is important to note that neither Horizon Wealth Strategies LLC nor its employees, nor Eagle Strategies LLC or its advisors, provide tax, legal, or accounting advice. Individuals should consult their own professionals for such matters.

Horizon Wealth Strategies, LLC is a finance institution located at 3305 Northland Drive, Austin, Texas, United States. They are dedicated to serving professional advisors and empowering clients to make wise financial decisions. With additional locations in New Braunfels, the team, including Mark D. Olson, Irene Stolte, Michael Ferrara, and Matt Kennedy, are licensed to sell insurance through New York Life Insurance Company and offer investment advisory services through Eagle Strategies LLC. They also offer securities products and services through NYLIFE Securities LLC. Please consult your own tax, legal, or accounting professional for personalized advice. Horizon Wealth Strategies LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

4Life Wealth Advisors is a premier financial institution located in the heart of New Braunfels, Texas. Our team of expert advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, we offer a wide range of financial services including investment management, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, 4Life Wealth Advisors is here to help you every step of the way. Visit us at 162 West Mill Street to learn more about how we can assist you in reaching your financial goals.

Integrated Wealth Management, LLC is a premier finance institution located at 1067 Farm to Market Road 306 in New Braunfels, Texas. With a team of experienced financial advisors, they offer comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Integrated Wealth Management, LLC can provide personalized solutions to meet your needs. Their dedication to providing top-notch financial advice and excellent customer service sets them apart as a trusted partner in managing your wealth.

Riverstone Advisors LLC is a finance institution located at 480 West Mill Street in the charming city of New Braunfels, Texas, United States. As a trusted advisor in the financial industry, Riverstone Advisors LLC offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized solutions and expert guidance to navigate the complex world of finance. Whether you are looking for investment advice, financial planning, or wealth management services, Riverstone Advisors LLC is dedicated to helping you secure a prosperous future.

Intentional Legacy FP is a finance institution located at 123 North Seguin Avenue in New Braunfels, Texas, United States. Our mission is to help our clients create a lasting financial legacy through intentional planning and strategic investment strategies. Our team of experienced financial professionals is dedicated to providing personalized guidance and support to help you achieve your financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Intentional Legacy FP is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards building a secure financial future for yourself and your family.

Buck Anne Schuma is a reputable finance institution located at 1000 North Walnut Avenue in New Braunfels, Texas. With a strong focus on providing top-notch financial services to individuals and businesses in the area, Buck Anne Schuma is known for its professionalism, expertise, and commitment to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Buck Anne Schuma is dedicated to providing personalized solutions to meet your needs. Visit us today to learn more about how we can help you secure your financial future.

Safe Tree Retirement Services, located at 913 North Academy Avenue in New Braunfels, Texas, is a finance institution dedicated to helping individuals protect and grow their savings for a secure retirement. Our team is committed to providing solutions that offer comfort, trust, and security, ensuring your money is safe and secure. With a focus on personalized income strategies, investment planning, tax optimization, healthcare planning, and legacy planning, we strive to help you achieve a worry-free retirement surrounded by loved ones. Our experienced financial professionals, led by Justin, offer expertise in retirement products, Social Security, and Medicare to guide you through the complexities of retirement planning.

David G Barr CPA is a reputable accounting and finance institution located at 554 South Castell Avenue in New Braunfels, Texas, United States. With years of experience in the industry, they provide a wide range of services including tax preparation, financial planning, and business consulting. Their team of skilled professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax compliance or strategic financial planning, David G Barr CPA is the trusted partner you can rely on for all your accounting and finance needs.

Burkhart Peterson & Co is a reputable accounting and finance institution located at 1000 North Walnut Avenue in New Braunfels, Texas, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Burkhart Peterson & Co for all your accounting and finance needs.

Findling Milam & Pyle: Blass Barbara A CPA is an accounting and finance institution located at 3011 Nacogdoches Road in San Antonio, Texas, United States. This institution, which was established in 1964, recently merged with the firm ABIP, PC in January 2016. With a team of 14 professionals, Findling Milam & Pyle works with a diverse client base, including closely-held and family-owned businesses, as well as high-net-worth individuals. The firm will continue to operate out of their current office on Nacogdoches Road. The merger with ABIP, PC expands the presence of both firms in the San Antonio marketplace and provides additional resources for clients. Led by Managing Partner Scott Irvine, ABIP has approximately 70 professionals working in four distinct practice areas in offices in San Antonio and Houston. The goal of the merger is to provide the best client service possible and align the firms to better serve their clients.

Rick C. Reed & Co is a reputable accounting and consulting firm located at 1672 Independence Drive, New Braunfels, Texas. With over 60 years of combined experience, our team of skilled professionals is dedicated to providing high-quality services to businesses and individuals in Central and South Central Texas. Our firm, founded in 1958, offers big firm capabilities with a small firm personality, ensuring that our clients receive personalized attention and solutions they can count on. We are members of the American Institute of Certified Public Accountants (AICPA) and have successfully completed independent peer reviews to meet the stringent quality control standards set by the AICPA.

Streamline Tax Solutions is a leading finance institution located at 1619 Common Street in New Braunfels, Texas, United States. Our dedicated team of experts specializes in providing comprehensive tax solutions for individuals and businesses. From tax planning and preparation to IRS representation and audit assistance, we are committed to helping our clients navigate the complex world of taxation with ease and confidence. With our personalized approach and commitment to excellence, Streamline Tax Solutions is your trusted partner for all your tax needs.

Cornell Allen CPA is a reputable accounting and finance institution located at 1133 South Academy Avenue in New Braunfels, Texas, United States. With a team of experienced and knowledgeable certified public accountants, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and audit support. Clients can trust Cornell Allen CPA for professional and reliable financial guidance to help them achieve their goals.

The Ray Tax Group is a finance institution located at 1527 Common Street in New Braunfels, Texas, United States. With expertise in tax preparation and financial planning, our team of professionals is dedicated to helping individuals and businesses navigate the complexities of taxation and financial management. Whether you need assistance with tax filing, retirement planning, or investment strategies, The Ray Tax Group is here to provide personalized and reliable services to meet your financial needs.