Sign in
Trusted Financial Advisors
recommended on social media
Tell us where you need a financial advisor. We'll do the rest.
Relevancy Ranking
1.
2.
3.
4.
5.
6.
7.
8.
Frequently Mentioned on Social Media
Load more
?
Barry A. Tripp
Referral from
Nov 28, 2017
George C.:
Hello! I'm looking for a financial advisor and would appreciate your recommendations. There seems to be a lot of them out there. I'm a...
Lysa S.:
Barry Tripp will take care of you. 512-771-9005 Kenneth Dale Jacobson, CPA, PLLC
Referral from
Feb 10, 2014
Wendy D.:
Can anyone recommend a financial advisor in the N. Austin/Cedar Park area?
Lisa L.:
Dale Jacobson 512-906-9124 The VA Team
Referral from
Aug 15, 2013
Maranda F.:
I have some questions regarding a VA loan, can anyone recommend me to someone who is knowledgable about them?
Lauren P.:
Call chad bowman- he is a VA loan specialist and I work with him a lot. Pls tell him I referred you. His number is 512-646-0800. Flagg Financial Group
- Financial Advisor
- 8834 N Capital of Texas Hwy #220, Austin, TX 78759, USA Austin, TX 78759
- Open ⋅ Closes at 5:00PM
Referral from
Apr 26, 2015
CeAnn M.:
Anyone have any recommendations for a great financial advisor in the ATX?
Adam F.:
I'm also a financial advisor and CFP in Northwest Austin. My website is www.flaggfinancialgroup.com Clint Hutson
Referral from
Feb 10, 2014
Wendy D.:
Can anyone recommend a financial advisor in the N. Austin/Cedar Park area?
Amy K.:
Clint Hutson...512-293-6212 Visio Financial Services
- Financial Advisor
- 1905 Kramer Lane B700, Austin, TX 78758, USA Austin, TX 78758
- Open ⋅ Closes at 5:30PM
Referral from
Dec 05, 2014
Sarah P.:
Where are my Real Estate agents Nationwide...does anyone know of any lenders that lend to international buyers. Ohio specifically! Thanks!!!
Dan N.:
https://www.facebook.com/visiofinancial . Not sure if they do international but do a lot of investor financing. Ask for Lou and tell... Parkhurst Consulting CPA PC
- Financial Advisor, Accountant
- 13785 N Highway 183 Ste 125 Austin, TX 78750
Referral from
Nov 29, 2015
Stephan P.:
Looking for the best financial planner? Thoughts?
Diana W.:
www.parkhurst-consulting.com Prewett Financial
Referral from
Nov 06, 2014
Cristina D.:
I need a financial advisor. Any recommendations? Thanks.
Stephen F.:
Adam Prewett - he is great! Adam@prewettfinancial.com Prewettfinancial.com Frequently Mentioned on Social Media
?
Referral from November 16, 2017
Deborah F. asked:
Do you have a financial advisor and would you recommend them?
Lysa S. replied:
Barry Tripp with Freedom Equity Group is a great advisor and probably the nicest person you will ever meet. (512) 771-9005
Shirley W. replied:
Gary Thomas with EdwardJones. 512-255-4212.
Nancy L. replied:
Edward Jones Bill Hart!
Kacey P. replied:
Edward Jones Scott Murphy
Rebecca H. replied:
I second Barry Tripp. He is super knowledgeable and very trustworthy!
Michelle K. replied:
Another vote for Barry Tripp with Freedom Equity Group!
Thomas M. replied:
Spencer Corzine in Cedar Park Phone: (877) 738-7018 or (585) 924-3069 Email: scorzine@avhinvest.com
Lori O. replied:
Ray Barron at legacy oaks finance he’s just a great guy
Ron P. replied:
Yes:) ....Barry Tripp (Freedom Equity Group). Barry is very congenial and He's right down here on the square so I just go see him, but his # is 512-771-9005
Mauro A. replied:
Barry Tripp (FEG) has years of experience on the field. He can be reached at 512.771.9005.
Jan D. replied:
Goodwater Wealth Management/Raymond James. Beautiful office on The Square. Call Rod (512) 930-8548.
Referral from February 10, 2014
Wendy D. asked:
Can anyone recommend a financial advisor in the N. Austin/Cedar Park area?
Kathy S. replied:
Kelly Mckeehan-512-340-1846 7000 North Mopac Suite 400 Austin Texas 78731
Julie C. replied:
We have used Barry Wood at Ameriprise for the past 10 years and have been happy with him, Nikki referred him to us
Traci M. replied:
Mike Grindal- (512) 302-3279
Referral from November 6, 2014
Cristina D. asked:
I need a financial advisor. Any recommendations? Thanks.
Nick D. replied:
Give your money to Nick Dean Best free financial advice.
Justin R. replied:
If you're shooting to earn about 6-8% return on your investments annually, but are ok with chopping 1-2% off the top...then fine. I'll gladly take that 1-2% and let it compound over the years. It won't be a small amount when I retire. http://www.fool.com/how-to-invest/personal-finance/2014/05/29/the-invisible-and-brutal-cost-of-using-a-financial.aspx
Nick B. replied:
Betterment.com. Much cheaper than an advisor and algorithm based. Set your goals and risk tolerance and you're good to go.
Referral from October 8, 2019
Houston S. asked:
Hi folks, my company is in search of a CPA. We’re open to firms or individuals. What are your recommendations? We’re financial consultants with Saas products as well.
David S. replied:
Check out AVL: https://avlgrowth.com/
Jhonatan A. replied:
Check us out: www.aldamacpa.com
Yosef L. replied:
https://thayeroneal.com/about-us/our-team/barry-levine-cpa/ is someone I've used and very happy with them
Referral from May 21, 2014
Olga M. asked:
If anybody needs a great financial advisor send me a message. I highly recommend this wonderful young lady we've been working with.
Olga M. replied:
Betsy Lau Aldrich, it's Cari Peterson with Mass Mutual. Her # is 413-519-6459; caripeterson@financialguide.com She is awesome!
Referral from January 31, 2018
Robyn R. asked:
Anyone have a recommendation for a good fee only financial advisor?
Janis K. replied:
Robert Berry Money Matters 10900-B Stonelake Blvd. suite 205 Austin, Tx 78759 512-593-7400 I like their strategy. I earned 17% last year. Their fees are reasonable. Tell him Janis Kidd referred you.
Referral from April 26, 2015
CeAnn M. asked:
Anyone have any recommendations for a great financial advisor in the ATX?
Referral from December 19, 2014
Roberto V. asked:
Any financial advisor recommendations??
Ruben T. replied:
AC Financial Investment & Wealth Management
Ricardo B. replied:
Ricardo D Bosch myself
Referral from January 8, 2014
Stacy W. asked:
Can anyone in Austin recommend a financial advisor they've used and had great results with?
Referral from August 2, 2014
Carl W. asked:
I'm looking for a financial advisor to get me set in the right direction. Let me know if anyone has suggestions. I don't think I need a Maserati.....)
Referral from September 26, 2013
Patrick R. asked:
I need a financial advisor... Preferably pro bono
Referral from March 31, 2014
Xavian C. asked:
I work hard and hustle just a lil harder ...talked with my financial advisor ...myself...i can get my self a lil treat lol...any suggestions ppl
New Review
Please wait....
Please wait...
