3 Best Financial Services in Killeen, TX

Expert-recommended Top 3 Financial Services in Killeen, 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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MICHAEL MOWER

FIRST COMMAND FINANCIAL SERVICES, INC
3803 Levy Lane, Suite 104,
Killeen, TX 76542 Directions

Since 2019

Specialty:

Comprehensive Financial Planning Asset Allocation and Management Retirement Income Planning Estate Planning

"Michael Mower is a Financial Advisor at First Command Financial Services. He has extensive experience and holds several important securities licenses, including the Series 7, 66, and SIE, as well as multiple life and health insurance licenses in various states. He also has degrees in Music and Trumpet Performance, which help him bring a sense of discipline and attention to detail to his work. Michael helps individuals and families build long-term financial security by offering personalized financial coaching. He guides clients through investments, insurance, retirement planning, and complicated financial matters with clear and reliable advice. Outside of work, Michael is involved in community organizations like Vive Les Arts Theatre, Project Sanctuary, and CWJC, showing his commitment to helping others both at work and in his personal life. First Command is a company deeply connected to its local community, focusing on delivering exceptional service to its clients.

2026 Highlights: First Command Financial Services, Inc.'s Mission is Coaching those who serve in their pursuit of financial security."

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License #7046755

Price:

Financial Planning Tailored Professional Services (TPS) Fees
From $750
Upto $3,000

Contact:

(254) 526-4559 (254) 255-1542

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

TBR® Inspection Report:

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NORM MITCHELL

PRIMERICA 217 East Avenue D,
Killeen, TX 76541 Directions

Since 2000

Specialty:

Financial and Retirement Planning Investment Management Term Life Insurance Financial Needs Analysis Comprehensive Strategy Income Protection Debt Solutions Education Funding Mutual Funds Annuities Managed Investments IRA Traditional and Roth 403(b) and 403(b)(7) and College Savings Plans 401(k) 403(b) 457 Plans

"Norm Mitchell wanted to help his neighbors and the residents of Killeen and nearby areas with their financial and life goals through a personalized investment strategy. His main goal is to give his clients value and peace of mind. Norm Mitchell and his team offer various services to help families and individuals plan for the future. Primerica's main focus is on helping people become financially independent. Their team of financial representatives works with clients to understand their financial goals and create personalized plans to achieve them. Primerica's mission is to help clients build a secure financial future.

2026 Highlights: Primerica was recognized as TIME America’s Best Financial Services, in 2026."

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License CRD #4345819

Price:

Annual Fee 1.74% For Assets
From $0
Upto $250,000
Annual Fee 1.71% For Assets
From $250,000.01
Upto $500,000
Annual Fee 1.52% For Assets
From $500,000.01
Upto $1,000,000
Annual Fee 1.38% For Assets
From $1,000,000.01
Upto $3,000,000
Annual Fee 1.15% For Assets
From $3,000,000.01
Upto $5,000,000
Annual Fee 1.00% For Assets
From $5,000,000.01
Upto $10,000,000
Annual Fee 0.85% For Assets
Over $10,000,000.01

Contact:

TBR® Inspection Report:

10+ YEARS IN TBR
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KYLE JETER

EDWARD JONES
4008 East Stan Schlueter Loop, Suite 102,
Killeen, TX 76542 Directions

Since 2009

Specialty:

Retirement Savings Strategies Wealth Strategies Business Retirement Plans Estate and Legacy Strategies College Savings Insurance and Annuities Investment Services Solutions for Business Owners

"Kyle Jeter finished his Bachelor of Business Administration at St. Leo College and completed his Master of Business Administration at the University of Phoenix. He gives personalized financial advice and a variety of product solutions such as investments, insurance, annuities, and banking. Whether you are planning for retirement, saving for college for grandchildren or children, or just trying to protect the financial future of the ones you care for the most, he can work together to develop specific strategies to assist you in achieving your goals. Kyle Jeter looks forward to serving you and learning about your family's priorities for the future.

2026 Highlights: Kyle Jeter holds Accredited Asset Management Specialist™(AAMS®) Credentials."

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License #4230998

Price:

Edward Jones Guided Solutions Starting From 1.40%

Contact:

(254) 690-1740

Mon-Fri: 8am -4pm
Sat: By Appointment Only
Sun: Closed

TBR® Inspection Report: