Here’s The Deal: Steven Wegrzynowicz is the First Command Financial Advisor in Abilene, Texas. He joined First Command Financial Services in September 2022 and is excited to help people make smart financial decisions essential to long-term financial security. He completed his Bachelor's degree in English from Hardin-Simmons University and a Master's in English from Hardin-Simmons University. He holds Series SIE, 7, 66 securities licenses, and life and health insurance licenses in Texas. Recognizing that many people struggle with money because of how they handle it, Steven Wegrzynowicz steps in as a personal money coach. He's all about encouraging good money habits. He believes in some basic rules like saving for the long haul, being careful with debt, and having the right insurance to stay safe from financial surprises. He'll team up with you to set clear goals that match what matters most to you. Then, he'll craft a special plan to help you reach those goals. He will work with you to establish specific, meaningful goals consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.
3 Best Financial Services in Abilene, TX
Expert recommended Top 3 Financial Services in Abilene, Texas. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 FIRST COMMAND FINANCIAL ADVISOR - STEVEN WEGRZYNOWICZ REVIEWS
If you're interested in having someone help you with your finances, or risk/debt management, Ron and I highly recommend Steven Wegrzynowicz, Financial Advisor at First Command Financial Services, Inc. I've known Steven for several years. He is intelligent, personable, and responsive with excellent work ethic and integrity. Ron and I have also been highly impressed with this company. They have a wonderful team of experts that look at your finances, needs, and goals, and come up with a customized plan just for you from a huge array of investments instead of just pushing one company or limited investments. They also offer so much more, like regular dinners and information just for their clients. We were invited to one of First Command's client dinners expecting to hear a sales pitch. It never happened. Instead, we were pleasantly surprised to hear about investment trends and other helpful information. They do these dinners regularly, presenting different information each time that is helpful and of interest to their clients. It's like a special investment family. Give Steven a call today to visit and see how he might be able to help you reach your financial goals and learn how you can become a part of this wonderful financial family! There is no pressure, just call and visit.
Steven is an outstanding financial advisor. His expertise and clear communication make complex concepts easy to understand. He tailored his advice to my goals, ensuring a personalized approach. He has a genuine concern for my financial well-being, make him highly recommended. If you're seeking a knowledgeable and client-focused advisor, Steven W. is an excellent choice.
Steven is very wise, extremely professional, and friendly- which is exactly what you want in a financial advisor! I very much recommend.
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![Cedar Gap Wealth Management Abilene Financial Services Cedar Gap Wealth Management Abilene Financial Services](https://threebestrated.com/images/CedarGapWealthManagement-Abilene-TX.jpeg)
Here’s The Deal: Cedar Gap Wealth Management is a privately owned financial planner in Abilene, Texas. Michael A. Hull is the firm's founding partner and senior wealth advisor. He started his career in banking and most recently worked at Merrill Lynch Wealth Management for the past 15 years, where he was First Vice President and Senior Financial 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. He believes that the priority for a good client relationship is for an advisor to earn and honor the trust of his clients. He completed his Bachelor of Science in Agricultural and Applied Economics from Texas Tech University and graduated from Leadership Abilene. The Cedar Gap Wealth Management team offers the experience of their combined 30+ years in financial services, plus the expertise of their industry designations for financial planning. By providing reliable, objective advisors, they aim to give you the confidence to advance toward a successful financial future.
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TOP 3 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.
Very professional and extreme attention to every detail. Made sure we understood how each part of the process works and how they work for us. Setting goals and understanding our priorities was their complete focus. Immediately accessible when I have questions with clear concise answers. Highly responsive, I recommend Cedar Gap Wealth Management to anyone needing financial services.
My wife and I have been with Michael Hull and Cedar Gap since the beginning. I can’t recommend them enough. There’s no hidden agenda, pushy tactics for bigger commissions, or any of the other disingenuous agendas you get at the major name firms. Michael is highly knowledgeable, focused on achieving your goals, and always available.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Koda Wealth Management LLC Abilene Financial Services Koda Wealth Management LLC Abilene Financial Services](https://threebestrated.com/images/KodaWealthManagementLLC-Abilene-TX.jpeg)
Here’s The Deal: Koda Wealth Management LLC is a leading Financial advisor in Abilene, Texas. BRENDAN is the founder of the firm. Since 2007, he has assisted his clients in obtaining financial freedom through various means, such as investments, insurance, and debt reduction strategies. He holds the Chartered Financial Consultant (ChFC®) designation and is a CERTIFIED FINANCIAL PLANNER™ professional. He knows and understands a broad collection of investment opportunities, including stocks, bonds, ETFs, Mutual Funds, and the like. The Koda Wealth Management LLC team will work with you to develop a financial blueprint that meets your needs, ensuring that you are on the path to financial security. Their team is knowledgeable about principles and strategies to help you create an investment portfolio tailored to your unique needs, risk tolerance, and goals.
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TOP 3 KODA WEALTH MANAGEMENT LLC 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.
We recently signed up with Koda Wealth Management. We were very impressed with Brenden and his staff. He was very helpful and resourceful. He listened to all of our input and concerns. We look forward to many, many years with this company.
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.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.