3 Best Financial Services in Austin, TX

“49 Financial is a values-based financial planning firm in Austin, TX. Their dedicated team of advisors strives to simplify the complex so people can focus on what matters most to them. 49 Financial seeks to serve people by taking a holistic approach to their financial situation. Their team-oriented approach allows them to leverage their collective expertise so they can deliver solutions and strategies you can feel confident in. 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.

UNIQUE FACTS:
• Online Appointments.”

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“Strategic Capital is a Wealth Management and Financial Advisory firm in Austin, Texas. They are Financial Advisors who take a holistic approach to your complete financial picture. They offer their clientele traditional Market offerings (stocks, bonds, mutual funds, and ETFs), including other, more sophisticated offerings in the public markets. They are facilitators of financial resources that can help the right investors get the vehicles to fund important progression in their wealth management & business timelines. They are wealth management specialists; proven Fiduciaries, and experienced at navigating all aspects of asset management. Strategic Capital and Waterloo’s platform gives you insights, options, and impeccable customer service from Registered Investment Advisors in Austin, Texas.”

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