TOP 30 Independent advisor in Austin, Texas

Israel Global Advisors is a reputable finance institution located at 408 West 14th Street in Austin, Texas, United States. Specializing in providing expert financial advice and services, Israel Global Advisors is dedicated to helping clients navigate the complexities of the financial world and achieve their financial goals. With a team of experienced professionals, the institution offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to invest, plan for retirement, or manage your wealth, Israel Global Advisors is committed to guiding you towards financial success.

RIA Advisors is a leading financial institution located at 310 West Main Street in Round Rock, Texas, United States. As a Registered Investment Advisor (RIA), we provide personalized financial planning and investment management services to help individuals and families achieve their financial goals. Our team of experienced advisors offers expert guidance and customized strategies to help clients navigate the complexities of the financial markets and build a secure financial future. Trust RIA Advisors to provide you with the professional expertise and personalized attention you need to make informed decisions and maximize your financial success.

Edward Jones - Financial Advisor: Fady Asaad is a reputable finance institution located at 2137 B West Anderson Lane in Austin, Texas. As a trusted advisor, Fady Asaad provides personalized financial services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones is dedicated to providing quality financial guidance and investment strategies tailored to each individual's unique needs. Whether you are planning for retirement, saving for college, or investing for the future, Fady Asaad and the team at Edward Jones are here to help you navigate the complexities of the financial world with confidence.

First Command Financial Advisor - Fabian Pallares is a finance institution located at 7719 Wood Hollow Drive, Austin, Texas, United States. This institution offers financial services to help clients achieve their financial goals. The institution operates under the umbrella of First Command Financial Services, Inc. and its affiliated entities. Clients have provided voluntary testimonials, showcasing their positive experiences with the institution. First Command does not provide direct or indirect compensation to clients for testimonials, ensuring transparency and integrity in their services. While testimonials may vary, they serve as a testament to the institution's commitment to client success and financial well-being.

Edward Jones - Financial Advisor: William T Jarvis is a trusted financial institution located at 6836 Austin Center Boulevard in Austin, Texas. As a dedicated financial advisor, William T Jarvis offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment solutions, Edward Jones is committed to helping individuals and families secure their financial future. Contact William T Jarvis today to start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: Stacy M Bouwman, AAMS™ is a reputable financial institution located at 4516 Seton Center Parkway in Austin, Texas, United States. With a focus on providing personalized financial services and guidance, Stacy M Bouwman, AAMS™ helps clients achieve their financial goals and secure their financial future. As a trusted advisor, Stacy M Bouwman, AAMS™ offers a wide range of financial services including investment planning, retirement planning, and wealth management. With a commitment to excellence and a dedication to client satisfaction, Edward Jones - Financial Advisor: Stacy M Bouwman, AAMS™ is a reliable partner in navigating the complex world of finance.

Nathan Ross - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 11675 Jollyville Road in Austin, Texas, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, Nathan provides investment recommendations and portfolio analysis to help you track your progress and adjust your approach as life changes. Access your accounts and track your goals securely from any device, and schedule a complimentary initial consultation to get started. Nathan Ross is registered to conduct securities business in select states, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future results, but is committed to helping you achieve your financial goals. Contact Nathan Ross today to learn more and refer friends and family for financial planning assistance.

Merrill Lynch Financial Advisor Dirk W Van De Graaf is a renowned financial institution located at 607 West 3rd Street in Austin, Texas, United States. Specializing in finance, this institution offers expert advice and personalized financial solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, Merrill Lynch Financial Advisor Dirk W Van De Graaf is dedicated to providing top-notch financial services to individuals and businesses in the Austin area.

Jeanne A Underwood is a financial advisor at Ameriprise Financial Services, LLC located at 4131 Spicewood Springs Road, Austin, Texas, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others, showcasing her expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on providing tailored financial advice to individuals and small business owners, Jeanne is committed to upholding the highest standards of ethics and professionalism in the finance industry. Whether you are looking for retirement planning, investment opportunities, or insurance products, Jeanne A Underwood is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Christopher J Vasquez, located at 607 West 3rd Street, Austin, Texas, United States, is a finance institution dedicated to understanding your life priorities and creating personalized financial plans tailored to you and your family. By starting with a conversation to identify your goals and aspirations, the institution collaborates with you to help you make informed investment decisions that align with what matters most to you. Through tools such as the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, the institution helps you track changes in your life and financial goals to ensure your financial approach remains aligned with your objectives. The team of talented and experienced individuals at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution offers comprehensive financial solutions to help you achieve your goals and navigate market fluctuations. Whether you are planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Christopher J Vasquez is dedicated to helping you pursue what matters most to you.

Merrill Lynch Financial Advisor John A Ard, located at 3700 North Capital of Texas Highway, Austin, Texas, United States, is a trusted finance institution with a team of talented and experienced individuals dedicated to providing exemplary client service. Recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024, our advisors focus on building strong client relationships based on trust and personalized service. We understand the importance of maintaining a disciplined approach to help you address short-term market distractions and make thoughtful decisions based on your individual goals. Our goal is to help you preserve and grow your wealth to support yourself and your family now and in the future. With access to global resources and a personalized approach, we aim to help you achieve your financial goals and create a legacy for the future. Contact us today to start working towards your financial success.

Edward Jones - Financial Advisor: Meagan C Recinos is a reputable finance institution located at 3305 Northland Drive in Austin, Texas, United States. Meagan C Recinos is a skilled financial advisor who helps clients achieve their financial goals through personalized investment strategies. With a commitment to providing excellent customer service and expert financial advice, clients can trust Edward Jones to help them navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Mark Fulton, located at 607 West 3rd Street in Austin, Texas, is a finance institution supported by the global resources of Merrill. The team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities, adapting their approach as they evolve over time. By starting with a conversation, they help you identify and prioritize your most important goals, whether it's planning for retirement, saving for a home, or funding a child's education. The Investment Personality Assessment helps tailor a financial approach to your preferences, with ongoing support to help you manage, grow, and preserve your wealth. With access to Merrill's insights and Bank of America's banking solutions, they work with you to develop a personalized plan to address your financial needs. The Merrill Personal Wealth Analysis helps document your goals and desired outcomes. Through regular check-ins, adjustments can be made to keep you on track towards achieving what matters most to you. The dedicated advisors at Merrill Lynch strive to understand you personally, offering a customized investment approach to help you pursue your goals and navigate life's changes. With a focus on your priorities and the advice you need, they aim to help you achieve financial success.

Cresset Family Office in Austin, Texas is a finance institution dedicated to reinventing family office and private wealth management. They have been recognized by Barron's for their proprietary algorithms and awarded for their data as of specific dates. The institution offers goals-based financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy. They adhere to True Fiduciary® Standards, ensuring that their clients' interests come first. Cresset provides access to institutional-quality private investments and operates as an independent firm under strict SEC regulations. With no hidden costs or fees, Cresset Family Office is committed to providing exceptional service to individuals, families, and institutional clients.

Texas College Advisor is a premier institution located at 5100 Bee Cave Road in Austin, Texas. Our dedicated team of experienced advisors is committed to helping students navigate the complex college admissions process. From choosing the right schools to crafting standout applications, we provide personalized guidance every step of the way. Our goal is to empower students to make informed decisions about their future and achieve their academic goals. Visit us at Texas College Advisor and let us help you turn your college dreams into reality.

Austin Powers Tax Company is a trusted accounting and finance institution located at 8449 West Bellfort Avenue in Houston, Texas. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the United States. Whether you need help with tax preparation, planning, or filing, our experts are here to assist you every step of the way. With a commitment to excellence and customer satisfaction, Austin Powers Tax Company is the go-to destination for all of your financial needs.

Carr, Riggs & Ingram CPAs and Advisors is a top-tier accounting and finance institution located at 7000 North Mopac Expressway in Austin, Texas. With a focus on cultivating growth through strong relationships, CRI offers a wide range of services from traditional accounting to cutting-edge business support and technology resources. As a member of PrimeGlobal, a global association of independent accounting firms, CRI has the expertise and resources to take clients from compliance to competitive advantage. Trust CRI to help you find the solutions to triangulate your success.

Offenhauser & Co. Insurance is an independent insurance agency located at 200 Austin Highway in San Antonio, Texas. With additional locations in Texarkana, Atlanta, Mt Pleasant, New Boston, and Austin, Texas, as well as affiliations with Cross Pointe Insurance Advisors in Arkansas and Oklahoma, Offenhauser & Co. is dedicated to finding the most cost-effective risk solutions for businesses, small businesses, and personal home, auto, and life insurance needs. The team at Offenhauser & Co. values their clients like family, providing personalized service and going the extra mile to make insurance easy and accessible. Whether you need assistance with a claim, want to expand your coverage, or simply have questions, the friendly staff is always available to help. Customers praise the expertise and dedication of the team, with individuals like Linda Henderson, Steve Morriss, and Scott Bruner receiving high praise for their exceptional service.

Timmons Insurance Agency is a trusted insurance agency located in Austin, Texas, United States. Our dedicated team is closely monitoring the current situation and all offices are operating under normal business hours. We prioritize the safety of our clients and encourage handling business via email or phone whenever possible. Our Business Insurance division serves as an advisor to protect the most valuable assets in your business. We offer property and liability coverage, as well as liability and physical damage coverage for vehicles. Our personalized approach ensures that we find the best insurance packages tailored specifically to your needs.

Kirk Ingels - State Farm Insurance Agent is a well-established insurance agency located at 3701 Bee Cave Road in West Lake Hills, Texas. Kirk Ingels has been serving as a State Farm Agent since 1984 and is a second-generation agent. With a strong focus on providing auto insurance, car insurance, homeowners insurance, business insurance, life insurance, and more, Kirk and his team are dedicated to helping customers in Austin and the surrounding areas. The office is committed to providing outstanding customer service and an excellent insurance experience for all clients. The team serves customers in various neighborhoods in Austin, including West Lake Hills, Rollingwood, Barton Creek, Oak Hill, Bee Caves, and more. Kirk Ingels is a proud member of the Westlake Hills Chamber of Commerce and has received State Farm's Legion of Honor award.

Court Stotts - State Farm Insurance Agent is a reputable insurance agency located at 514 Fort Mc Gruder Lane in Austin, Texas. With 15 years of experience in the industry, Court Stotts is a second-generation State Farm agent dedicated to serving the community. He is actively involved in various community organizations and initiatives, believing in the importance of giving back. As a husband and father of three, Court understands the significance of protecting what matters most. Whether you need auto, home, life, or any other insurance coverage, Court is committed to providing exceptional customer service and helping you make informed decisions. If you have questions or need assistance, don't hesitate to reach out to Court Stotts. He looks forward to working with you as your long-term partner in safeguarding your future. Please note that sensitive personal information should not be included in communications with the agency.

Angelica Vasquez - State Farm Insurance Agent is a dedicated insurance agency located at 3302 Canal Street, Houston, Texas. Our team is committed to making the insurance process fun and efficient for our customers. We offer free quotes for Auto Insurance, Home Insurance, Life Insurance, Health Insurance, Business Insurance, and Renters Insurance in Houston and surrounding areas. With over 11 years of experience in the insurance industry, we have the knowledge and expertise to help you with all your insurance needs. Conveniently located east of downtown on Canal St and N Sampson St, inside the Headquarters, our office serves customers in Houston, Austin, San Antonio, Dallas, the whole state of Texas, and now Louisiana. We are actively involved in the local community, supporting events in EADO, Eastend Chamber of Commerce, Heights, BNI, local churches, and more.

Carter's Insurance Agency is a client-centered health insurance agency located in Austin, Texas, United States. With over 40 years of experience, our knowledgeable staff is dedicated to guiding you through the complexities of insurance, making it easy to understand and choose the best coverage for your needs. As an independent agency, we work with a wide selection of carriers to provide you with customizable insurance products at affordable prices. Our commitment to excellence and customer-first mentality sets us apart from the competition, ensuring that you always receive high-quality products and services tailored to your individual needs. From billing issues to claims, we are here every step of the way, building strong, long-lasting relationships with our clients. Contact us today to experience the exceptional customer service and attention to detail that Carter's Insurance Agency is known for.

The B.I.G. Insurance Agency is a reputable insurance agency located at 7500 Rialto Boulevard in Austin, Texas. Our mission is to be a model business that values integrity, excellence, and service to others. We strive to provide our customers with the best insurance experience possible by upholding the highest standards in the industry. Our goal is to not only achieve profitability but also to give back to our customers, employees, communities, and charitable organizations. Choose The B.I.G. Insurance Agency for all your insurance needs.

John A Barclay Agency Inc is a small business insurance specialist located in Austin, Texas. Since 1946, we have been providing tailored insurance solutions for businesses and families. Our independent agency works with financially stable insurance and surety companies to ensure that we deliver the best results for our clients. Our team of experienced agents is dedicated to providing personalized attention and being accessible and responsive to your needs. We strive to develop lasting relationships with our clients, acting as trusted advisors in all insurance matters. Whether you need commercial or personal insurance products, surety bonds, or special event liability coverage, we are here to go the extra mile for you. Trust John A Barclay Agency Inc to provide you with the insurance solutions you need to protect what matters most.

Arteca Insurance Agency is a reputable finance and insurance agency located at 7208 Cameron Road in Austin, Texas, United States. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. With years of experience in the industry, we strive to offer excellent customer service and comprehensive coverage options. Whether you are looking for auto, home, life, or business insurance, Arteca Insurance Agency is here to help protect what matters most to you. Contact us today to learn more about our services and how we can assist you in securing the right insurance coverage for your specific needs.

Welcome to Bedrock Insurance Group, a premier Texas insurance agency located at 13809 Research Boulevard, Austin, Texas. We are a local, homegrown institution ready to assist our neighbors with their personal, business, and life insurance needs. Our independent agency has access to various insurance companies, including Progressive, Nationwide, and Safeco, ensuring you get the right coverage at the best market price. Our experienced agents take the time to understand your unique needs and recommend insurance policies that provide the coverage you need at a price you can afford. We have a simple and straightforward claims process and offer online quotes for your convenience. Contact Bedrock Insurance Group today to start your journey to better insurance!

Vida Capital Inc is a leading insurance agency located at 835 West 6th Street in Austin, Texas. We specialize in providing top-notch insurance solutions to meet the needs of our clients, offering a wide range of services including life insurance, health insurance, and wealth management. Our team of experienced professionals is dedicated to helping individuals and families protect their assets and secure their financial future. With a commitment to excellence and personalized service, Vida Capital Inc is the trusted choice for insurance in the United States.

Mario Hinojosa: Primerica - Financial Services is a reputable finance and insurance agency located at 10713 Ranch Road 620 North in Austin, Texas. With a focus on providing top-notch financial services to individuals and families, Mario Hinojosa and his team are dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, Mario Hinojosa: Primerica - Financial Services has the expertise and resources to assist you every step of the way. Trust in their knowledge and experience to guide you towards a more secure financial future.

Stubbs Insurance and Financial Services, LLC is a local Farmers® agency located at 4600 Spicewood Springs Road in Austin, Texas. Our agency serves customers in Austin, Leander, Cedar Park, Spicewood, Barton Creek, and Lago Vista, TX. With a focus on providing personalized insurance coverage tailored to your needs, we offer a range of services including auto, home, renters, business insurance, retirement planning, college savings, and more. Our experienced team is dedicated to helping you understand your coverage options and make informed decisions. We also offer services such as umbrella insurance, rental properties, golf cart, travel trailer, motorcycle insurance, bonds, and financial planning. Our office provides a friendly and hands-on approach to claims advice and assistance, ensuring that you receive the support you need. Whether you prefer to visit us in person or contact us virtually, we are here to help. Give us a call or text at (512) 238-6100 for assistance. Stay safe and let us help you protect what matters most.