3 Best Financial Services in Abilene, TX

“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. Steven Wegrzynowicz understands that many people struggle with money due to how they manage it, so he works as a personal money coach to promote good money habits. He focuses on key principles like saving for the future, managing debt, and having the right insurance to protect against financial surprises. Steven will work with you to set clear, meaningful goals and create a customized plan to help you achieve them. 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.”

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“The Cedar Gap Wealth Management team has over 30+ years of combined experience in financial services. They has been providing reliable, objective advisors, they aim to give you the confidence to advance toward a successful financial future. 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.”

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“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 is the founder of the firm. 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. 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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