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BEST RATED ABILENE, TX FINANCIAL SERVICES

3 Best Financial Services in Abilene, TX

Expert-recommended Top 3 Financial Services in Abilene, Texas. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Cedar Gap Wealth Management - Abilene, TX Financial Services
Cedar Gap Wealth Management - Abilene, TX Financial Services
Cedar Gap Wealth Management - Abilene, TX Financial Services
Best Financial Services in Abilene TX - Cedar Gap Wealth Management video
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CEDAR GAP WEALTH MANAGEMENT

(4.9 Score)
1650 Southridge Crossing,
Abilene, TX 79606 Directions

Since 2021

Specialty:

✓ Fiduciary Advice ✓ Comprehensive Financial Planning ✓ Preretirement Planning ✓ Retirement Income Strategies ✓ Exit and Succession Planning ✓ Education Savings ✓ Family and Generational Planning

"Cedar Gap Wealth Management is an independent private wealth management team, and its clients range from self-made business owners to corporate executives and entrepreneurs to retirees. They work with individuals and multi-generational families. Michael A. Hull is the founding partner and senior wealth advisor. Michael A. Hull has received the designation of Chartered Retirement Planning Counselor and the Certified Plan Fiduciary Advisor designation. He holds a life and health insurance agent license in Texas and Series 7 and 66 FINRA registrations. Cedar Gap Wealth Management strongly believes that for them to truly help their clients, they need to engage with them on both a professional and personal level.

2026 Update: Cedar Gap Wealth Management is a registered representative of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Their comprehensive financial planning services form the foundation of how they address client needs, including investment management. The team collaborates with each client to develop realistic, goals-based strategies. Their approach is personal and intentional, serving a diverse range of clients, some with long-established wealth and others building it for the first time."

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License #0804019019

Contact:

(325) 244-1311

Mon & Fri: 8am - 4pm
Tue-Thu: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Koda Wealth Management - Abilene, TX Financial Services
Koda Wealth Management - Abilene, TX Financial Services
Koda Wealth Management - Abilene, TX Financial Services
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KODA WEALTH MANAGEMENT

(4.8 Score)
2658 Industrial Boulevard,
Abilene, TX 79605 Directions

Since 2007

Specialty:

✓ Financial Planning ✓ Roth IRA ✓ Traditional IRA ✓ After-tax Accounts ✓ Other Tax-advantaged Accounts ✓ Asset Management ✓ Investments ✓ Insurance ✓ Debt Reduction Strategies

"Koda Wealth Management works with clients to create a financial blueprint tailored to their needs, helping ensure they are on a path toward financial security. Brendan helps clients achieve financial freedom through strategies involving investments, insurance, and debt reduction. He holds the Chartered Financial Consultant (ChFC®) designation and is also a Certified Financial Planner™ (CFP®) professional. Brendan has expertise across a wide range of investment options, including stocks, bonds, ETFs, and mutual funds. Koda Wealth Management aims to assist people in taking their next steps on their journey to financial freedom.

2026 Update: Koda Wealth Management is a Registered Investment Advisor. Their approach with clients starts with listening carefully and concludes with providing solutions tailored to each client’s financial needs. The firm provides financial planning on a fee-for-service basis."

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License #0804952787

Price:

Fees For The Management Of Assets Range From 1.00%
Up To (Annually) 1.5%

Contact:

(325) 695-9999 (325) 515-5401

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Sean Morgan - Abilene, TX Financial Services
Sean Morgan - Abilene, TX Financial Services
Best Financial Services in Abilene TX - Sean Morgan - FIRST COMMAND FINANCIAL ADVISOR video
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SEAN MORGAN

(4.8 Score)
FIRST COMMAND FINANCIAL ADVISOR
749 Gateway Street, Suite B-203,
Abilene, TX 79602 Directions

Since 2020

Specialty:

✓ Comprehensive Financial Planning ✓ Investment Strategies ✓ Retirement Income Planning ✓ Military Benefits ✓ Investments ✓ Insurance Planning ✓ Retirement Planning

"Sean Morgan understands the unique challenges and opportunities faced by military life and is dedicated to helping service members and their families organize and manage their financial affairs. He holds Series 7 and 66 securities licenses, as well as life and health insurance licenses in Texas. Sean is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. Sean is affiliated with the Abilene Chamber of Commerce and is a member of the Military Affairs Committee in both Abilene and San Angelo.

2026 Update: Sean Morgan joined First Command as a Financial Advisor in November 2020. He is part of a team of over 500 advisors across the U.S. and abroad, all committed to the company’s mission of coaching those who serve in their pursuit of financial security. They regularly review clients’ financial plans and make necessary adjustments to account for major life changes. They offer both in-person and virtual meetings to accommodate clients’ preferences. They follow established financial planning principles to help clients reduce debt, build wealth, and achieve financial security throughout their military careers, into retirement, and beyond."

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License #0804182481

Contact:

(325) 232-7533 (325) 225-1411

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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CEDAR GAP WEALTH MANAGEMENT REVIEWS

If I could give 10 stars I would! Michael, Ben, and Tiffani are an incredible team. Financial planning has always been a bit of a mystery to me. Thankfully Cedar Gap came into my life, upon recommendation from a friend. I do not live in Abilene and had they not been recommended I may not have found them. Hopefully you will engage their services regardless of where you live. Michael is able to explain finances/planning to me in a language that I understand. I have been impressed with the service, communication, and yes-most importantly-the positive impact they have made on my financial position. I receive proactive communication on a regular basis even though I am one of their "smaller clients". I never feel that way and could not be happier. I highly recommend Cedar Gap Wealth Management wherever you call home.

I trust Cedar Gap Wealth Management whole heartedly with my financial investments. Michael has always been super transparent. He also takes the time to educate me on the best options for my financial needs, and future plans. I recommend Michael and Ben 100%. If you’re looking for financial investment partners who truly care, look no further.

Great people and truly look out for their clients best interests. I highly recommend using Cedar Gap & in particular Michael Hill-wonderful person.

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KODA WEALTH MANAGEMENT REVIEWS

Brendan and the rest of the team at Koda Wealth Management provide stellar service! My husband and I found Brendan through the Dave Ramsey website and came under his financial advising in early 2023. He has been knowledgeable, kind, and non-judgmental as he has guided us through the process of reducing our debt and investing for retirement. I wish there were more stars to give them! Highly recommend!

Brendon is not only a great guy but he knows the market. He is very good at predicting what will happen next and he stays in tune with not only what has produced well but what will do well in the future. He always makes sure that we are comfortable with the plan we have and always makes it our choice.

Brendan is very knowledgable, and he and his staff are professional and accommodating. I'm glad I chose him to manage my portfolio.

SEAN MORGAN REVIEWS

Sean is a top-tier financial advisor who not only understands the complexities of money management but also has an uncanny ability to simplify the information to an understandable level. He has been my advisor for over two years and has been essential in guiding me and my family's finances to a more stable situation (even with this harsh economy). And he did it without pushy sales tactics or trying to leverage the shame that's often associated with poor budgeting skills. If you are looking for a financial advisor who is available, thoughtful, engaging, and knowledgeable, there is simply only one choice in Abilene: It's Sean Morgan. I look forward to seeing where the next two years will take us.

Sean has been incredibly helpful with all of our financial planning. We’ve refinanced our home, purchased life insurance, and set up an investment account and are looking forward to the future! Him and Adrienne are an incredibly helpful team and he’s always had our best interests in mind, not pushing us to do anything we are uncomfortable with. Would highly recommend.

Sean is a premier financial advisor that truly works for your interests and needs. He’s a veteran that understands the demands of a military lifestyle and works to ensure one’s finances are maximized to their fullest potential. Working with Sean has been incredibly beneficial!

TBR® Inspection Score Report

CEDAR GAP WEALTH MANAGEMENT Total Inspection Points: 117/120
Acknowledgments: 9
Business Hours: 9
Business Images: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

KODA WEALTH MANAGEMENT Total Inspection Points: 116/120
Acknowledgments: 9
Business Hours: 9
Business Images: 9
Current Evaluation: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

SEAN MORGAN Total Inspection Points: 115/120
Business Hours: 8
Acknowledgments: 9
Business Images: 9
Reviews Accuracy of : 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Video: 10
Website Source: 10
Website Standard: 10