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TOP 30 Informed investment advice in Austin, TX
78 results found
Search for local businesses, places and services near you
CORDA Investment Management, LLC
CORDA Investment Management, LLC is a finance institution located at 8955 Katy Freeway in Houston, Texas, United States. At CORDA, we work with you to define your ideal investment approach that aligns with your strategic savings goals both now and in the future. Our services include estate planning with a Board Certified Attorney, with options ranging from $1,000 to $1,500, as well as discounted estate planning documents through our partnership with LegalZoom. With over 20 years of experience, CORDA Investment Management has been guiding families to financial security through personalized strategies, advice, and plans. We have additional locations in Austin, Dallas, San Antonio, Metairie, Broomfield, and Coral Gables to serve our clients nationwide. Please contact us at 713-439-0665 for more information or to schedule a consultation.
Frontier Investments
Frontier Investments is a finance institution located in Austin, Texas, United States, at 9600 Great Hills Trail. We are dedicated to providing wealth management services that go beyond traditional investment-focused models. Our team of professionals takes a life-centered approach to financial advice, putting our clients and their unique goals at the forefront of everything we do. We believe in building strong relationships and enriching lives through comprehensive financial planning. Our services include retirement planning, tax considerations, legacy planning, investment management, and more. By taking a holistic view of our clients' financial lives, we are able to create clear plans that align all elements in harmony.
THE DARILEK & HEGARTY INVESTMENT GROUP
The Darilek & Hegarty Investment Group is a leading financial institution located at 3600 North Capital of Texas Highway in Austin, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services and investment advice to our clients. With a focus on personalized solutions and strategic planning, we help individuals and businesses achieve their financial goals and secure their financial future. Trust us to help you navigate the complex world of finance and make informed decisions that will benefit you in the long run. Contact us today to learn more about how we can help you grow and protect your wealth.
Mitchell & Associates Investment Consultants
Mitchell & Associates Investment Consultants is a renowned finance institution located at 1202 Pike Road in Austin, Texas, United States. With a team of experienced professionals, they offer expert financial advice and consulting services to help clients make informed investment decisions. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Mitchell & Associates Investment Consultants is committed to providing personalized solutions tailored to your unique financial goals. Trust in their expertise and dedication to help you achieve financial success.
Strategic Investment Management
Strategic Investment Management is a leading finance institution located at 9600 North Mopac Expressway in Austin, Texas, United States. Our team of experienced professionals specializes in providing strategic investment solutions tailored to meet the unique financial goals and objectives of our clients. With a focus on delivering personalized service and expert financial advice, we strive to help our clients achieve long-term success and financial security. Whether you are an individual investor, business owner, or institutional investor, Strategic Investment Management is dedicated to helping you navigate the complexities of the financial markets and make informed investment decisions. Contact us today to learn more about how we can help you reach your financial goals.
RK Audiology - South Austin
Welcome to RK Audiology - South Austin, your trusted partner in advanced hearing solutions. Located conveniently at 3625 Menchaca Rd #102, Austin, TX 78704, our clinic combines state-of-the-art technology with compassionate care to help you stay connected to the world around you. At RK Audiology, we specialize in providing simple, high-tech solutions for hearing loss. Our services include comprehensive hearing assessments using a high-frequency clinical audiometer capable of measuring up to 20,000Hz, ensuring precise and personalized care. Whether you're experiencing mild hearing difficulties or profound hearing loss, our expert team is here to help.
Alejandra de la Torre - State Farm Insurance Agent
Alejandra de la Torre - State Farm Insurance Agent is a well-established institution located at 2200 North A W Grimes Boulevard in Round Rock, Texas. With 21 years of experience with State Farm, Alejandra and her bilingual team are dedicated to serving the community in Round Rock, as well as neighboring areas such as Georgetown, Austin, Cedar Park, Manor, Hutto, and Taylor. Specializing in Auto Insurance, Home Insurance, Life Insurance, and Business Insurance, they are committed to helping individuals and small business owners protect themselves and their assets. Alejandra, a proud mother and business management graduate, values community involvement and local activities. The agency's mission is to provide exceptional service, act with integrity, and offer products and services that help customers manage risks, recover from unexpected events, and achieve their dreams. Whether you are looking for insurance coverage or financial advice, Alejandra de la Torre - State Farm Insurance Agent is here to help.
Court Stotts - State Farm Insurance Agent
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.
Hank Gerdes - State Farm Insurance Agent
Hank Gerdes - State Farm Insurance Agent is a reputable insurance agency located at 12016 U.S. 290, Austin, Texas. Situated across from Nutty Brown Cafe and just a few miles west of the Y in Oak Hill, they offer a range of insurance services including home, life, and pet insurance. They also provide helpful tips for first-time flyers, rural road driving safety, and home inspections before purchasing a new house. Investors can find important information on investment objectives and risks by visiting their website. State Farm VP Management Corp. distributes securities and U.S. Bank National Association offers deposit products. Additionally, they provide information on pre-existing conditions for pet insurance and disclaimer regarding third-party sites. For mortgage services, Rocket Mortgage, LLC is available for assistance. State Farm VP Management Corp. advises on investing risks and recommends consulting a tax or legal advisor for personalized advice. Contact them at (512) 300-0986 for any inquiries.
STATE FARM INSURANCE AGENT Patrick Court
STATE FARM INSURANCE AGENT Patrick Court is a health insurance agency located at 5800 West Slaughter Lane, Austin, Texas, United States. The institution offers safety tips for children heading back to school, as well as advice on personal articles and personal liability policies to protect against loss exposure. They also provide tips for driving on rural roads, which may seem safe but come with their own risks. The institution emphasizes the importance of safeguarding sensitive personal information and offers assistance for those using screen readers. Investors are encouraged to carefully consider investment objectives and risks, with information available in fund prospectuses on statefarm.com. Securities are distributed by State Farm VP Management Corp., with life insurance and annuities issued by State Farm Life Insurance Company. The institution stresses the importance of consulting a tax or legal advisor for personalized advice.
Ameritas Group
Ameritas Group is an insurance agency located at 7000 North Mopac Expressway, Austin, Texas, United States. They specialize in helping individuals, families, and organizations create long-term financial plans to prepare for the future. Their services include dental, vision, and hearing care plans, as well as comprehensive business planning and employee benefits. Ameritas offers a range of products and services to help clients achieve their financial goals, with a focus on teamwork and collaboration. They are committed to helping clients feel confident and secure about their financial future, so they can spend less time worrying and more time enjoying life.
Raul Resendez - State Farm Insurance Agent
Raul Resendez - State Farm Insurance Agent is a well-established insurance agency located at 1510 South Sugar Road in Edinburg, Texas. With 16 years of experience, Raul Resendez is dedicated to serving the community and helping individuals manage the risks of everyday life. Raul holds a Masters of Public Affairs, M.B.A., and Masters in Sociology from the University of Texas at Austin, as well as a B.B.A. from Southwest Texas State University. He is actively involved in various organizations such as the Edinburg Chamber of Commerce, McAllen Hispanic Chamber of Commerce, and the Edinburg Economic Development Corporation. At Raul Resendez - State Farm Insurance Agent, the team's mission is to assist customers with their insurance and financial services needs. Whether you are looking for auto, home, life, or pet insurance, Raul and his team are here to help you protect what matters most. They also offer valuable tips on safe commuting, accident prevention, and DIY auto maintenance to help you save on repair costs.
Marc Nascimento - State Farm Insurance Agent
Marc Nascimento - State Farm Insurance Agent is an insurance agency located at 1001 Cypress Creek Road, Cedar Park, Texas, United States. Marc Nascimento, an alumni of Texas A&M University and a long-time resident of Cedar Park and Jonestown, focuses on relocations to Cedar Park, Leander, Jonestown, Lago Vista, Liberty Hill, Round Rock, Pflugerville, and Austin. As an HOA Board Member in Cedar Park, Marc Nascimento offers services such as notary services, auto insurance, home insurance, and renters insurance in Cedar Park and Leander. The institution provides insurance services for zip codes 78613, 78646, 78642, 78645, and 78750. The institution emphasizes the importance of creating a safe sleep environment for newborns, offers driving tips for rural roads, and highlights the importance of life insurance even for non-working adult family members. Michael, the Office Manager, is available to assist with all insurance needs. For inquiries or assistance, individuals can call (512) 258-6272.
M. Lynn Osler - State Farm Insurance Agent
M. Lynn Osler - State Farm Insurance Agent is a trusted insurance agency located at 1114 Lost Creek Boulevard in Austin, Texas. Lynn Osler is a Bronze Tablet Qualifier Ambassador for Life, dedicated to providing exceptional service to clients. Lynn and her husband enjoy living in Austin with their two Schnauzers and five horses. At M. Lynn Osler - State Farm Insurance Agent, common sense is emphasized when it comes to safety, whether it's driving or volunteering in schools. The agency offers tips on DIY auto maintenance to help combat rising repair costs. For your protection, sensitive information should not be shared online. Those using screen readers can call (512) 327-4298 for assistance. Investment options are available through State Farm VP Management Corp. and securities are distributed by State Farm VP Management Corp. Life insurance and annuities are issued by State Farm Life Insurance Company, and deposit products are offered by U.S. Bank National Association. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc. State Farm encourages clients to consult tax or legal advisors for personalized advice. State Farm - like M. Lynn Osler - State Farm Insurance Agent - is committed to providing quality service and guidance to clients.
David Simmons - State Farm Insurance Agent
David Simmons - State Farm Insurance Agent is a reputable insurance agency located at 1910 West Braker Lane in Austin, Texas, United States. The agency is dedicated to helping individuals protect themselves and their assets through various insurance and financial services. They offer valuable tips on avoiding the dangers of drinking and driving, as well as advice on maintaining household appliances like washing machines. The team at David Simmons - State Farm Insurance Agent is passionate about making a positive impact in the community and is committed to providing excellent service to their clients. They strive to create a fun and energetic work environment where team members can work together towards common goals. The agency is looking for individuals who are dedicated to personal growth and achieving success.
Todd Crosley - State Farm Insurance Agent
Todd Crosley - State Farm Insurance Agent is an insurance agency located at 514 Fort Mc Gruder Lane, Austin, Texas, United States. They offer a range of insurance products and services, including information on wills, trusts, and long-term disability risk assessment for business owners. Customers can also learn about DIY auto maintenance to combat rising repair costs. For protection, sensitive information should not be shared online. For assistance with the website, customers can call (512) 447-5294. Investors are advised to carefully consider investment options and risks. Securities are distributed by State Farm VP Management Corp. Life insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association. The issuer of credit cards is U.S. Bank National Association. State Farm VP Management Corp. is a separate entity from State Farm entities providing banking and insurance products. Customers are encouraged to consult tax or legal advisors for personalized advice.
MY Company Funding
MY Company Funding is a leading finance institution located at 2802 Flintrock Trace in Austin, Texas. We specialize in providing tailored funding solutions for businesses of all sizes. Our team of expert advisors work closely with clients to understand their unique financial needs and goals, offering a range of funding options including loans, lines of credit, and other financial products. With a commitment to excellence and customer satisfaction, MY Company Funding is dedicated to helping businesses thrive and succeed. Contact us today to learn more about how we can support your financial needs.
Mercury Financial LLC
Mercury Financial LLC is a finance institution located at 11401 Century Oaks Terrace in Austin, Texas. As a leading financial service provider, we offer a wide range of financial solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized service and expert advice to help our clients make informed financial decisions. Whether you are looking for investment opportunities, retirement planning, or assistance with managing your finances, Mercury Financial LLC is here to help you every step of the way. Contact us today to learn more about how we can help you secure your financial future.
LendFriend Mortgage
LendFriend Mortgage is a finance institution located at 11000 North Mopac Expressway, Austin, Texas, United States. We are dedicated to making our clients feel at home when buying a home, serving as mortgage experts from beginning to end. Our services are automated for convenience but personal when you need us most. With over 2,500 happy clients, we strive to provide the best service possible. Our mortgage calculators help you crunch the numbers without the guesswork, and our network of agents is here to assist with all your home buying or renting needs. First responders, active military, and veterans have saved over $100,000 with us. Join thousands of satisfied clients who rely on LendFriend for the latest mortgage rates and market insights. Please note that this is not an offer for extension of credit or commitment to lend, and all loans must satisfy company underwriting guidelines. We do not engage in discriminatory business practices and are compliant with federal laws. Consumers wishing to file a complaint can do so with the Texas Department of Savings and Mortgage Lending. We also maintain a recovery fund to make payments for certain damages sustained by borrowers caused by our licensed mortgage banker residential mortgage loan originators. For more information, please visit our website or contact us directly.
New Hope Realty Group | White Label Realty
New Hope Realty Group | White Label Realty, located at 203 West New Hope Drive in Cedar Park, Texas, is a finance and real estate agency serving the Greater Austin area. Our mission is to "Do Good Works" for our clients, from the initial free coffee consultation to handing over the keys. We are committed to guiding you through the real estate journey with confidence and have your back every step of the way. Our team, including professionals like Kristen Sparkman and Renee Jordan, provide top-notch service to help you navigate the tough Austin market and find the perfect home or lot for your needs. We are dedicated to ensuring that all information provided is reliable and accurate, and we encourage clients to independently review and verify any details.
Streusand & Landon LLP
Streusand & Landon LLP is a prestigious law firm located at 1801 South MoPac Expressway in Austin, Texas. Founded by partners from top firms, the institution offers sophisticated legal analysis and strategies while providing the cost savings and flexibility of a smaller firm. Specializing in creditor's rights, business bankruptcy, labor and employment, commercial litigation, and corporate transactions, the firm's attorneys handle complex matters nationwide. They also offer guidance to companies on various legal matters such as forming, operating, and governing their businesses, raising capital through securities offerings, and navigating mergers, acquisitions, and strategic investments. Please be aware that information obtained from this site is not intended to be legal advice. For more information, please contact the institution at 512-236-9900.
The Law Office of Ronald Rohde, PLLC
The Law Office of Ronald Rohde, PLLC, located in Austin, Texas, offers a range of legal services for residential and commercial investors. Specializing in asset acquisition, fixed fee commercial lease review, and contract drafting and review, Ronald Rohde Law is dedicated to providing reliable and up-to-date advice to meet the needs of its clients. With a focus on maximizing the use of automation technology to save time and provide exceptional customer service, the firm ensures that clients always speak directly to an attorney who takes the time to understand their investment goals, experience, and risk tolerance. Services offered include LLC formation, asset protection, partnership agreements, purchase and sale agreements, title/survey review, due diligence, leasing, lender compliance, and property management.
Amsel IP Law PLLC
Amsel IP Law PLLC is a cutting-edge law firm located at 3571 Far West Boulevard in Austin, Texas, United States. Specializing in intellectual property law, the firm caters to the needs of the world's most innovative companies. With a focus on aligning IP strategies with business goals, Amsel IP Law helps increase valuations and positions clients for investment and acquisition opportunities. The firm operates with modern business models, advanced software, and analytics tools to provide efficient and transparent legal services. Founded with a vision to embody the values and culture of the technology startup community, Amsel IP Law brings a level of ingenuity, sophistication, and passion to its services. The firm offers flat fee billing arrangements for cost predictability and transparency, ensuring that clients receive high value without sacrificing quality.
Teamwork Financial Group - McAllen
Teamwork Financial Group - McAllen, located at 3400 North McColl Road in McAllen, Texas, is a finance institution dedicated to helping individuals create personalized retirement strategies. By using an Integrated Legal, Tax, and Financial Plan, the experienced team at Teamwork Financial Group will assess your current financial situation and determine your retirement needs. Schedule a meeting with Teamwork Financial Group to receive a custom strategy tailored to help you reach your unique retirement goals. Download a 6-page instant guide on key financial challenges that can impact your income plan in retirement.
Cypress Wealth Advisors LLC
Cypress Wealth Advisors LLC is an independent fee-only registered investment advisor located at 4358 Lockhill Selma Road in Shavano Park, Texas. We offer comprehensive wealth management solutions to individuals, families, and institutions. Our main office is in San Antonio, but we serve clients in Dallas, Houston, Austin, and surrounding states. As one of the few NAPFA-registered advisors in the area, we provide custom-tailored financial planning and investment management services in a clear and understandable way. We also offer advice on estate and tax planning. Our approach focuses on developing investment strategies based on realistic goals and working with clients on an ongoing basis to ensure financial success. Visit our website or FINRA's BrokerCheck for more information.
Capital Strategies
Capital Strategies is a finance and insurance agency located at 10101 Reunion Place, San Antonio, Texas, United States. We offer a wide range of services to help you achieve your financial goals, including retirement planning, investments, estate planning, insurance protection, business planning, taxes, and lifestyle management. Our team of over 100 financial professionals covers Central, South and West Texas and New Mexico, with main offices in 4 cities and detached offices throughout our network. At Capital Strategies, we believe in a holistic approach to financial well-being, viewing your finances as interconnected entities. Our professionals collaborate in teams to provide multiple perspectives and innovative solutions for our clients. We focus on Practice Optimization, Teaming, and Culture to help financial professionals build successful practices.
Claybourn Frakes
Claybourn Frakes is a finance institution located at 1027 Austin Highway in San Antonio, Texas, United States. They specialize in providing information, resources, and strategies for individuals, families, business owners, executives, professionals, and non-profits facing complex wealth management decisions. At Claybourn Frakes, they believe that focus is essential to reaching any goal, and they strive to provide clarity to help clients make informed financial decisions. They understand that assets are a crucial aspect of life, and they take their responsibility seriously.
Merrill Lynch Financial Advisor David Smith
Merrill Lynch Financial Advisor David Smith is a reputable finance institution located at 800 Capitol Street in Houston, Texas, United States. David Smith has been a Financial Advisor since 2015, starting at Credit Suisse before joining the TSPN team. He is dedicated to guiding and teaching clients about the complexities of their financial lives and crafting customized approaches for each individual. David holds a bachelor's degree in Business Administration and French from Austin College and is actively involved in mentoring high school students through YoungLife. As a member of the Merrill Lynch Wealth Management team, David focuses on building personalized plans centered on clients' goals and priorities. Through in-depth conversations and detailed planning, he helps clients navigate through financial decisions and stay on track to achieve their aspirations. With access to investment insights from Merrill and banking solutions from Bank of America, David works with clients to address their financial needs and pursue their goals. Whether it's planning for retirement, saving for a home, or funding a child's education, David is committed to helping clients make informed decisions and turn their financial goals into reality. With a focus on understanding clients' personalities and priorities, David offers tailored advice and solutions to help them achieve their financial objectives. Trust Merrill Lynch Financial Advisor David Smith to provide personalized investment strategies and comprehensive financial solutions to help you live your best financial life.
REAP Financial
REAP Financial is a finance institution located at 9414 Anderson Mill Road in Austin, Texas, United States. Our team of experts is dedicated to addressing all aspects of your financial world, including retirement services, investments, estate planning, wealth management, and tax mitigation. We offer webinars to help you navigate the challenges of retirement income and investment planning in today's economy. Our fiduciary financial advisers cater to affluent families and successful entrepreneurs with complex financial needs. Fill out our form to schedule a one-on-one meeting and unlock your retirement potential. Contact us at [email protected] or 512.249.7300. Visit us at our Austin office or schedule an appointment at our West US Highway 290 location. REAP Financial Group, LLC is an SEC-registered investment advisory firm specializing in retirement strategies using various investment and insurance products. Please note that the information provided on this website is for informational purposes only and should not be considered investment or insurance advice. Consult with your financial advisor, tax advisor, or attorney for personalized guidance.
Capstar Financial Services, LLC
Capstar Financial Services, LLC is an independent financial institution located at 6500 River Place Boulevard in Austin, Texas. We specialize in helping individuals create personalized retirement strategies by offering a variety of investment and insurance products tailored to their specific needs and objectives. Our goal is to assist you in navigating the complexities of today's economic and tax landscapes so you can make well-informed decisions for your financial future. At Capstar Financial, LLC, we believe in working closely with our clients to understand their retirement goals and develop a customized financial plan to help them achieve those goals. Our team of experts will regularly review and adjust your strategy as needed to ensure it continues to align with your objectives.
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