3 Best Financial Services in Austin, TX

“49 Financial has a dedicated team of advisors who strives to simplify the complex so people can focus on what matters most to them. 49 Financial serves people by taking a holistic approach to their financial situation. Their team-oriented approach leverages collective expertise to provide solutions and strategies you can trust. Travis Penfield is the Founder & CEO and Luke Winskowski is the President of 49 Financial. Their trusted process is designed to bring clarity to individuals and families, specifically tailored to professionals, pre-retirees, and retirees. 49 Solutions Team can help with investment management, estate planning, and life insurance needs.”

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“REAP Financial is a registered investment advisory firm. Their team is made up of qualified financial professionals in Austin who are passionate about helping families and individuals achieve their ideal retirements. At REAP Financial, they consider their client's family, so they take wealth management personally. The firm provides IRA legacy planning, long-term care strategies, and investments. Sandra Newman is the Founder & Special Adviser, and Chris Heerlein is the Chief Executive Officer of REAP Financial. Their financial experts help their clients address their five key financial concerns. They work with a network of retirement planning professionals to help clients maximize the probability of delivering everything most important to them. They collaborate to develop powerful ideas to help their families make intelligent decisions about their money.”

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“Strategic Capital is a Wealth Management and Financial Advisory firm that takes a holistic approach to your complete financial picture. They offer traditional market options like stocks, bonds, mutual funds, and ETFs, along with more advanced offerings in the public markets. They help investors access financial resources to support wealth management and business growth. As wealth management specialists and proven fiduciaries, they are experienced in all aspects of asset management. With Strategic Capital and Waterloo's platform, they provide insights, options, and exceptional customer service from Registered Investment Advisors in Austin, Texas.”

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