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Best Financial Advisors in Round Rock

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Round Rock, TXRound Rock, TX

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Round Rock, TXRound Rock, TX

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

310 West Main Avenue, Round Rock, TX 78664
Round Rock, TX 78664
Instagram
  • Certified Financial Planner (CFP)
  • Retirement Planning

Advanced Wealth Strategies Group is an investment group providing financial advisory services in Round Rock. It assists clients with managing assets, planning for retirement, establishing an estate plan, and calculating social security benefits. It also handles business planning concerns and helps both new and established business owners increase tax efficiency. In 1989, the firm was founded by John E. Levee, who provided clients with counsel through complex financial situations for over 20 years.

310 West Main Avenue, Round Rock, TX 78664
Round Rock, TX 78664

InstagramWebsite(512) 218-7993

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3038 Covington Pl, Round Rock, TX 78681
Round Rock, TX 78681
  • Tax Planning
  • Certified Financial Planner (CFP)

Established in 2003, Ankerstar Wealth is a Round Rock-based financial planning firm that helps clients maximize their wealth and financial independence. It offers various services, such as assistance with Money Guide Elite to help individuals manage their emergency, retirement, and college funds. Founder Steve Ankerstar provides custom wealth management plans to individuals by understanding their needs. Ankerstar, who has three decades of experience in financial and investment markets, performed pro bono works while serving the Air Force to assist veterans and their families.

3038 Covington Pl, Round Rock, TX 78681
Round Rock, TX 78681

Website(512) 937-6750

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

109 South Harris Street, Round Rock, TX 78664
Round Rock, TX 78664
  • Certified Financial Planner (CFP)

Headquartered in Round Rock, Chrisholm Trail Financial Group is a financial services firm catering to individuals and business owners in Texas. Its advisors and planners offer products and information to clients to help them build a comprehensive financial roadmap. The company covers various services, including retirement planning, estate conservation, and insurance protection. It also drafts investment and tax management strategies. The firm's president, Bruce Bessner, is a Certified Financial Planner with over 30 years of industry experience.

109 South Harris Street, Round Rock, TX 78664
Round Rock, TX 78664

Website(512) 671-7526

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1000 Heritage Center Circle, Round Rock, TX 78664
Round Rock, TX 78664
  • Certified Financial Planner (CFP)

Leap Wealth Management, LLC, guides clients in Round Rock in setting finances towards achieving their goals. It advises individuals in managing cash flow to reach their objectives for the future like a comfortable retirement. They also manage individuals' investment 401(k) portfolios, implement strategies to mitigate financial risks, and plan their estate and assets. Founder Chris Leap is a CFP with 27 years of financial planning experience. He was recognized as a top financial adviser in Dallas-Fort Worth by D Magazine.

1000 Heritage Center Circle, Round Rock, TX 78664
Round Rock, TX 78664

Website(512) 920-0317

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

401 Congress Avenue Suite 1100, Austin, TX 78701
Austin, TX 78701
Instagram
  • Certified Financial Planner (CFP)

Established in 1991, Maxwell Locke & Ritter is a locally-owned and operated CPA firm with offices in Round Rock and Austin. The company offers audits, tax services, and due diligence services throughout Central Texas. Its affiliate, ML&R Wealth Management, provides personalized investment management services such as investment advisory and fiduciary compliance and support to help people achieve their financial goals. The firm supports over 290 nonprofit organizations and community-sponsored events outside of the business.

401 Congress Avenue Suite 1100, Austin, TX 78701
Austin, TX 78701

InstagramWebsite(512) 370-3200

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

Austin, TXAustin, TX
  • Certified Financial Planner (CFP)

Thrifty Scotty Financial is an investment management firm serving clients in Round Rock. It assists clients in reaching their financial goals through financial planning services, including income and spending balancing, debt management, retirement planning, and estate planning. The owner, Scotty Wallace, established the firm in 2018. He is an independent Certified Financial Planner who utilizes his experiences as a TV news reporter and professional pilot to help clients manage their finances. Scotty provides financial protection similar to the purpose of the establishment of Scottish clans.

Austin, TXAustin, TX

Website(972) 898-4644

Show Number
105 E. Main St., Round Rock, TX 78664
Round Rock, TX 78664
  • Certified Financial Planner (CFP)
  • Retirement Planning

TNT Financial Services, Inc., caters to clients in Round Rock. Its team helps individuals manage their assets so that they can meet current and future expenses. The company also assists with selecting insurance policies, setting up an estate, and planning for retirement with a stable income throughout a client's golden years. In addition, its team helps choose investments that suit a person's risk tolerance. One of its advisors, Sam Bakir, is a Certified Financial Planner with more than 30 years of business experience.

105 E. Main St., Round Rock, TX 78664
Round Rock, TX 78664

Website(512) 255-1600

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Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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