3 Best Financial Services in Austin, TX

Expert-recommended Top 3 Financial Services in Austin, 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!

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49 FINANCIAL

3711 South MoPac Expy Building 1, Suite 150,
Austin, TX 78746 Directions

Since 2019

Specialty:

Estate Planning Business Planning Tax Mitigation Strategies Retirement Projections Life Insurance Investment Management Distribution Planning Retirement Accounts Investment Portfolios

"49 Financial is a values-based financial planning firm, and its clients benefit from a proven process that aligns their planning with their unique goals and needs. Travis Penfield is the founder and CEO of 49 Financial. Under his leadership, 49 Financial has become a beacon for the next generation of financial advisors, with a focus on hiring, developing, and retaining young leaders who are passionate about making a meaningful impact on their clients' lives. The team creates a plan that outlines how to accomplish the goals you've shared.

2026 Update: 49 Financial offers a full range of investment products and trading services, supported by technology and client service resources. Their investment options include stocks, mutual funds, bonds, exchange-traded funds (ETFs), certificates of deposit (CDs), and other financial instruments. 49 Financial operates offices in 11 cities and is licensed to serve clients across all 50 states."

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Contact:

(512) 387-0495 (512) 241-7341

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

TBR® Inspection Report:

11+ YEARS IN TBR
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REAP FINANCIAL

9414 Anderson Mill Road, Suite 100,
Austin, TX 78729 Directions

Since 2007

Specialty:

Investment Planning Estate Planning Retirement Planning Income Needs Analysis Retirement Account Allocation Strategy Roth IRA Conversion Analysis Social Security Optimization Planning Ongoing Plan Review and Adjustments Tax Efficiency and Liability Minimization Guidance Tax Mitigation Asset Protection Planning Business Succession Planning Educational Family Planning for Your Heirs Charitable Planning

"REAP Financial provides comprehensive financial services, covering areas such as estate planning, tax mitigation, charitable planning, and other aspects of wealth management. Chris Heerlein is the CEO, and Sandra Newman is the co-founder of REAP Financial. With their in-depth approach to retirement planning and managing assets, REAP Financial helps their clients forge the future they envision with a team of fiduciary advisers. Their financial experts help clients address each of their five key financial concerns. They work with a network of retirement planning professionals to help their clients maximize the probability of delivering everything that is most important to them. They collaborate to develop powerful ideas to support their families in making intelligent decisions about their money.

2026 Update: REAP Financial is a registered investment advisory firm that follows a conservative approach, coordinated with legal and tax professionals. The firm provides independent management focused on balancing growth with capital preservation, along with a customized retirement planning process designed to help clients stay on track. They also offer free consultations."

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License #0800892538

Price:

Early Retirement Health Insurance (Before Age 65) Per Person Per Month
Starts From $700
Up To $900

Contact:

(512) 249-7300 (512) 249-9499

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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BRIAN ANTHONY PABLO

FIRST COMMAND FINANCIAL SERVICES
7719 Wood Hollow Drive, Suite 260,
Austin, TX 78731 Directions

Since 2018

Specialty:

Financial Planning Risk Management Debt Management Investment Strategies

2026 Update: Brian Anthony Pablo holds Series 6, 63, 65, and 7 securities licenses, along with life and health insurance licenses across multiple states. He joined First Command Financial Services as a financial advisor in September 2018 and previously spent eight years working with several financial services firms. Brian Anthony works with clients as a personal financial coach, encouraging consistent financial habits such as disciplined long-term saving and investing, responsible debt management, and the use of insurance strategies to help manage risk. He collaborates with clients to define clear, meaningful financial goals aligned with their values and develops personalized plans to support those objectives. He is also a member of the Financial Services Institute. First Command Financial Services supports younger clients in building foundational savings habits for long-term financial stability and assists growing families with college savings and insurance planning.

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Contact:

(512) 346-0900 (512) 882-1164

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

TBR® Inspection Report: