3 Best Financial Services in Abilene, TX

“Koda Wealth Management LLC team works with you to develop a financial blueprint that meets your needs, ensuring that you are on the path to financial security. Brendan has been assisting his clients in obtaining financial freedom through various means, such as investments, insurance, and debt reduction strategies. Brendan currently holds the Chartered Financial Consultant (ChFC®) designation and is a CERTIFIED FINANCIAL PLANNER™ professional. He knows and understands a broad collection of investment opportunities, to include stocks, bonds, ETFs, mutual funds, and the like. Koda Wealth Management LLC aims to assist people in taking their next steps on their journey to financial freedom.”

Read more

“Cedar Gap Wealth Management is an independent private wealth management team. Their 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 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. 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.”

Read more

“Sean Morgan understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. 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 a member of First Baptist Church of Abilene, where he serves as a deacon and is involved with the youth and young adults departments. He is also affiliated with the Abilene Chamber of Commerce and is a member of the Military Affairs Committee in both Abilene and San Angelo.”

Read more