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Financial Advisors to Avoid

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Top Rated Financial Advisors

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Over 253 reviews for
Cedar Park Financial Advisors from people just like you.

A
"It was very good. He explained the process and found are cash source we had overlooked. Plan to continue the planning process with
.

-Mike G.

A
"
has prepared our Income Taxes for over 15 years; both personal and business. Over the years he has offered us great financial advice and" has represented us when we were audited by the IRS. The number of years that we have used
to prepare our taxes is a testimony to how satisfied we are with his work. Even when we moved out of state seven years ago, we continued to use
.

-William D.

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Financial Advising reviews in Cedar Park

A

Rating
my advisor is thoughtful about my preferences and does not leave money lying about.
my agent is in Hawaii but there is a Portland office. This is a nice broker house, a little expensive, but attentive and knowledgeable.
- S N.
F

Rating
Take your business elsewhere.
1) Escrow officer was repeatedly condescending, and actually scroffed when we told her we wanted to close on a certain date, which had been our plan for more than a month, and all parties had already agreed to.
2) She went on vacation the next day without handing our case off to someone.
3) The receptionist had to process our closing documents while the officer was on vacation. Our loan officer at a major national bank stated this was the most unresponsive company they had ever worked with. This company caused extensive extra work for our bank due to their incompetence (escrow officer complained that loan documents were sent to receptionist and they couldn't find them, even though 2 days previous the receptionist was the only one working on the documents.)
4) When the escrow officer returned from vacation, on the day we need to finalize documents, she delayed the final processing of our loan docs for several hours doing her banking, and did not provide the final down payment amount and wire information until late in the afternoon, of course well after the Fed was closed. Another person in the office scolded us and said we couldn't close the next day because we didnt get the money to them.
5) This company's lack of professionalism caused a 72 hour delay to getting our house.
- Brian M.
B

Rating
I saw the ad for
Cedar Park Financial Advisors Provider Name Locked
on
Cedar Park Financial Advisors Provider Name Locked
's List and then checked out their website.

I needed someone to move a couch and love seat for me on very short notice.

I filled out the form on the website and was contacted via e-mail within one or two hours. We negotiated a price and set an approximate time for the delivery the very next day.

Cedar Park Financial Advisors Provider Name Locked
and a teammate moved my furniture from downtown to Carmel without a single
Cedar Park Financial Advisors Provider Name Locked
or scratch. I think they underestimated the size and weight of the furniture, though, as they struggled to get both pieces up the flight of stairs to my apartment.

Both guys were extremely professional and courteous. I will definitely consider this company the next time I need anything moved.
- Susan K.
A

Rating
She reviewed all her findings with me and made sure I understood her comments. Didn't try to sell me other products such as life insurance since it was not needed. Very helpful! The fee covers any financial questions I have for the year.
- Christine K.
A

Rating
This company handles all of our finances. He is extremely professional. He offers securities and investments through ACTS financial. This gentleman is also very personable.
- Lisa L.
A

Rating
He has far exceeded my expectations and has taken care of a lot of things he didn't have to. He is attentive and always there when you need him. I did a lot of research on him and I went and spoke with him a couple of times. He made some big changes to my portfolio and was able to raise it 15%. He is as professional as they come.
- Elden S.
N

Rating
We worked via teleweb because it is difficult for me to get away from the office. He was able to show me how to perform Excel functions on his computer screen and scroll through the spreadsheet tabs during our discussion, and also display other relevant information about my portfolio from his screen. We have done other telewebs in the past - for our twice yearly check ins, and it works quite well.

I am adding the following statement because my latest contact with him is not representative of the depth, breadth and high quality of services that
Cedar Park Financial Advisors Provider Name Locked
provides for both my mother and me (individually)l. This report about a discrete incident is not sufficient to describe the level and quality of service that he provides to his clients.

Cedar Park Financial Advisors Provider Name Locked
is an intelligent, thoughtful and ethical professional.

Cedar Park Financial Advisors Provider Name Locked
has been working with my mother and me for over 10 years, and we are extremely satisfied with both our interpersonal relationship and the results of his financial planning expertise and advice. He talks to us individually about our needs and goals, and develops a plan that we are comfortable with as well as enables us to achieve our' goals. In addition to the twice yearly updates, he sends special newsletters from time to time to his clients to explain how a trend in financial events might affect our investments; and a letter with each update.

He is available between visits to discuss whatever questions we may have about our investments. His office staff - Cat
Cedar Park Financial Advisors Provider Name Locked
, is very warm and professional.

Cedar Park Financial Advisors Provider Name Locked
goes to visit my mother for her twice yearly reviews so he can talk to her in person. She is rather elderly and doesn't hear well over the phone. I either meet with him in person when I have time; or have discussions by phone and view the information in real time via a teleweb link.

Cedar Park Financial Advisors Provider Name Locked
has given me sound advice over the years about major financial decisions I have made that have resulted from major life events -- buying/selling property, change in marital status (marriage, death of spouse, divorce), changing jobs, buying a car, refinancing a loan, and other complex matters. I do not make any such decisions without first consulting with him to see what the effect will be on my long-term goals.
- Mamie L.
A

Rating
I am very happy with my experience with
Cedar Park Financial Advisors Provider Name Locked
. I found the through their website, startwithgold.com and I had $1,200 I wanted to invest in silver. Everything was explained in detail and I already have the first part of my order. I'm really excted to being investing in precious metals. I don't trust the U.S. dollar and the government just keeps printing money. I feel safe having an investment in something that will never be worth zero and can go up in value a lot.
- Stephanie M.

Financial Advisors in Cedar Park, TX

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

AIC VENTURES

301 CONGRESS AVE
Austin

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

Ameriprise Financial - Michael Eisenmenger

11675 Jollyville Rd Ste 200
Austin

Ameriprise Financial - Tony Franzago

9442 N Capital of Texas Hwy
Austin

AMG Legacy Planning

10100 W Sample Rd

Austin Debt Consolidation

412 Colorado Street

Austin Retirement Group of Raymond James

6034 West Courtyard Drive, Suite 305
Austin

Austin Tax Prep LLC

13013 Silver Creek Dr
Austin

Authorized Credit Card Systems

3500 S Lamar Blvd, Bldg 2A
Austin

Beacon Retirement Planning Group

3315 Ranch Road 620 S.,
Austin

Bell Wealth Management

2901 Bee Cave Rd
Austin

Benchmark Fund, Inc.

7800 N Lamar Blvd
Austin

Benefit NetwoRx

6500 Riverplace Blvd
Austin

BetaFrontier, LLC

156 W Superior St

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Brick Home Partners

6001 W Parmer Ln Ste 370-194
Austin

Cardinal Advisors

117 Edinburgh South Drive Suite 280

Century Management

805 Las Cimas Pkwy
Austin

Chester IRS Tax Lawyers

2101 S Lamar Blvd
Austin

CIC Finance

909 E Cesar Chavez St
Austin

Cooper Waddill

21818 State Hwy 71 W
Austin

Courtney Oldham Real Estate

1801 S Mopac, Suite 100
Austin

Credit 360 Consulting

1306 E. 7th Street 2nd Floor
Austin

CynergyData Texas LLC

206 W Main St.
Round Rock

Daisy Barrios, Farmers Insurance Agency

4000 Medical Pkwy Ste 205B
Austin

DB Consulting, Inc.

715 Discovery Blvd
Cedar Park

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Dunlap Wealth Management Group

14074 Trade Center Dr

EDWARD JONES

16333 GREAT OAKS DR
Round Rock

EDWARD JONES

1903 CYPRESS CREEK RD
Cedar Park

Edward Jones

2900 N Quinlan Park Rd Ste 225
Austin

Fast Payday Loan

116 East 5th Street
Austin

Faykus Financial

6200 Bridgepoint Pkwy, Bldg IV, STE 300
Austin

Financial Advisor Austin Wealth Management

4101 Arrow Wood Rd
Cedar Park

Financial Integrated Solutions

6200 Bridge Point Pkwy
Austin

Financial Process Group

11468 Huebner Road
San Antonio

Fleming and Conway Insurance Agency

3435 Greystone Dr
Austin

Fred Myers, CPA, P.C.

1411 West Avenue, Ste. 100
Austin

Freyman CPA, P.C.

40 Exchange Place

Gray Raven Ventures Inc

605 S Bell Blvd
Cedar Park

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

iBank

3090F Pullman St

III Financial

13492 Research Blvd
Austin

IRS Tax Help Team

1201 S Beach Blvd

Julian Rodriguez & Associates

1050 Meadows Dr.
Round Rock

Keith Powell, CFP®, CDFA™

6500 River Place Blvd
Austin

Larry Falk CPA

5000 Bee Caves Road Suite 106
Austin

Lowell, Blake & Associates

141 Tremont Street

Lyttle Law Firm, PLLC

1524 S. IH 35 Suite 175
Austin

Marchand & Co CPA's PC

2003 Southern Blvd SE

Marcia Van Norman CPA LLC

3000 Joe DiMaggio Blvd Ste 67
Round Rock

Meck Noonan & Co., LLC CPAs

7718 Wood Hollow Dr
Austin

Money Concepts Planning Center

7000 North MoPac Expy Ste 200
Austin

Morano Financial LLC

3300 Bee Cave Rd
Austin

Randolph Brooks Federal Credit Union

4980 Roy Richard Dr
Schertz

Reliable bail Bonds

310 West 7th Suite 101A
Georgetown

RMC Vanguard Mortgage Corporation

1111 N Loop W Fwy
Houston

RUPERT & ASSOC

10616 MANCHACA RD
Austin

S P Johnson Group

2025 Delaware Ave

Sheila Stowers

13062 Hwy 290 W
Austin

STRATEGIC INVESTMENT MANAGEMENT

13809 RESEARCH BlVD.
Austin

superior Debt Consolidation

110 East Main Street

Texas Best Credit Repair, LLC

9300 South IH35 Ste. A-500
Austin

The Mutual Fund Store

4201 W. Parmer Lane, Building B, Suite 250
Austin

The Mutual Fund Store

901 South Mopac Expressway, Barton Oaks Plaza One,

TIAA-CREF

6850 Austin Center Blvd
Austin

TNT Financial Services Inc

105 E Main St
Round Rock

United Gold Direct

2945 Townsgate Road

Victor Thompson

1021 RR 620 S
Austin

WA Holding Inc

202 Walton Way
Cedar Park

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