Laurels

Best Financial Advisors in Round Rock
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Round Rock Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 33 22 7

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Advanced Wealth Strategies Group

  • Retirement Planning
  • Certified Financial Planner (CFP)

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

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Thrifty Scotty Financial

  • 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, TX

Website

tntfinancial.com

  • Retirement Planning
  • Certified Financial Planner (CFP)

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

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