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Over 1,470 reviews for
Cedar Park Financial Advisors from people just like you.

F
"Transaction went very well. Electronic escrow payment tool allowed me (the seller) and the buyer to exchange and inspect goods with payment held in escrow until" acceptance.
's online tool was
to use and offered great peace of mind to both parties. Will definitely use in the future with any big ticket transactions!

-WILLIAM R.

A
"Time Share transfers are costly and take time. These folks are Pros. I've used
several times to transfer multiple time shares.

-BRUCE M.

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Financial Advising reviews in Cedar Park

N

Rating
Cedar Park Financial Advisors Provider Name Locked
was quick to respond, answered all of my questions thoroughly and made sure I understood exactly what was happening. I've recommended
Cedar Park Financial Advisors Provider Name Locked
to numerous other friends and family not only for business, but as a resource should they have any questions about mortgages. I absolutely trust his recommendations, and would not hesitate doing business with him again.
- Edward S.
A

Rating
My wife and I were had a dilemma. After many years of investing in a couple of health-care related stocks, we decided the time was right to sell the stock, which had grown to a considerable sum but all high-risk money, and invest in something safer that stocks or mutual funds. We knew that bank savings accounts, money
Cedar Park Financial Advisors Provider Name Locked
accounts, and Certificates of Deposit were all safe options but were paying near zero percent interest rates.
I initially consulted some of the more well-known local area investment firms but they were painfully slow to get back to me and in essence simply wanted us to reinvest in the stock
Cedar Park Financial Advisors Provider Name Locked
in some form and were generally most interested in large portfolio clients. Turning to Angie's List (which I should have done in the first place) I found
Cedar Park Financial Advisors Provider Name Locked
Fox and
Cedar Park Financial Advisors Provider Name Locked
.
Cedar Park Financial Advisors Provider Name Locked
immediately talked with me about my situation, promptly made an appointment to visit my wife and me at our home, and came out to educate us about a safer alternative to saving for retirement income through the use of annuities.
Cedar Park Financial Advisors Provider Name Locked
's customer service and desire to help were amazing, as he constructed a well thought out plan based on my and my wife's input and helped us invest in an annuity with a financially strong and reputable company. We could not be happier with the job
Cedar Park Financial Advisors Provider Name Locked
did for us. Thanks to
Cedar Park Financial Advisors Provider Name Locked
we now have a very key piece of our retirement secured and can rest easy knowing that the high risk money we once had in the stock
Cedar Park Financial Advisors Provider Name Locked
has been reallocated to a better, safer place and earning a better rate of return than a traditional bank savings vehicle. Thanks again
Cedar Park Financial Advisors Provider Name Locked
!
- Vincent G.
A

Rating
Cedar Park Financial Advisors Provider Name Locked
is very knowledgeable in the area of finance and planning for future retirement. He's great at finding what plan or strategies work for each individual's circumstances. I am very satisfied with his help in this area. I highly recommend to anyone making retirement decisions, talk to
Cedar Park Financial Advisors Provider Name Locked
first.
- Ed J.
N

Rating
It was very easy working with them. The information was very precise and to the point. I feel that everything got fixed fairly quick, which was helpful by the fact that I'm always busy. I would definitely recommend it to anyone who needs help with the IRS. They made it very easy on me. Worth the money spent.
- Javier P.
A

Rating
Cedar Park Financial Advisors Provider Name Locked
is amazing and one of the most honest business people I have ever encountered. He spent about 45 minutes on the phone with me discussing my financial standing as I wanted to move my
Cedar Park Financial Advisors Provider Name Locked
to another company, having fired my prior financial advisor for unresponsiveness and not being happy with the funds I am invested in. Not only did he analyze my situation, he explained that he didn't feel I needed an investment advisor....that I just need a more conservative set of funds to transfer my
Cedar Park Financial Advisors Provider Name Locked
to and basically let it sit and accumulate in a more even fashion than my current one has done. He even suggested where I place the funds to maximize my stability at a low expense ratio. I highly recommend
Cedar Park Financial Advisors Provider Name Locked
as, after having listened to him, he is honest, hard-working, has reasonable fees for investment advisement, and a great hands-on approach that I have to assume he would have in his advisor capacity. Fantastic experience!!
- Meryl C.
D

Rating
Two tax-exempt bonds were purchased. One of the trades was canceled, and a substitute bond was purchased. I received an e-mail showing the two trades that were made and the one that was canceled. The
Cedar Park Financial Advisors Provider Name Locked
representative assured me that the two bonds in question had been purchased. I then received another e-mail the next day showing a third bond had been purchased, which was not correct. I tried to get the representative on the phone. All I got were voice-mails. I then called
Cedar Park Financial Advisors Provider Name Locked
directly as the e-mail said "Please contact
Cedar Park Financial Advisors Provider Name Locked
SERVICES, INC. if you have any questions." When I called
Cedar Park Financial Advisors Provider Name Locked
, I was told that
Cedar Park Financial Advisors Provider Name Locked
did not service the account in question. When I asked why I had been instructed to call
Cedar Park Financial Advisors Provider Name Locked
, the person hung up the phone on me. When I was finally able to speak to the representative, he explained
Cedar Park Financial Advisors Provider Name Locked
's mistake and said that it had been corrected. I like the representative and will continue to use him unless I receive more terrible customer service from
Cedar Park Financial Advisors Provider Name Locked
. One more incident like this and I will be transferring the account.
- Preston B.
F

Rating
The Right Line Stock Report or (
Cedar Park Financial Advisors Provider Name Locked
) fraudulently and unauthorized charged my credit card number they had on file since last year for $499.95 on 7/30/15. There was no advance notice or warning of subscription renewal of any kind. MasterCard contacted me on 7/31 letting me know a large an unauthorized charge had just been placed. I contacted
Cedar Park Financial Advisors Provider Name Locked
the very same day 7/31/15 asking them to remove the charge as I had no intention to renew. Then I got some lame email from someone using the name of
Cedar Park Financial Advisors Provider Name Locked
stating they would not refund the charge, but they would not charge me again in 2016.
Cedar Park Financial Advisors Provider Name Locked
will not return phone calls or numerous emails. They
Cedar Park Financial Advisors Provider Name Locked
’t answer their 1-800 number. They have multiple addresses and phone numbers to hide by. Not only is their stock report uninformative, outdated, and repeats the same information every report; they are trying to steal and scam from honest consumers. 2912
Cedar Park Financial Advisors Provider Name Locked
Pack Drive

Antioch ,
Cedar Park Financial Advisors Provider Name Locked
37013

United States Or



3 Wooded Way Round Rock, TX 78664 512-458-6046
- Jay M.
D

Rating
I had high hopes for Redfin, several agents showed my home
(though non responded to requests for feedback) which showed me they had
Cedar Park Financial Advisors Provider Name Locked

penetration)

When my last agent and I went our separate ways (I’ve been
trying to sell my home ) I engaged redfin. I researched their site and choose
to communicate with our of their high volume agents. (at his point I needed
successes from an agent with a lot of successes behind them, rather than one that’s
still trying to create a reputation).

Anyway, in the end they choose the agent for me.
And after our 1st meeting and follow-up emails, I
was not feeling it, but more so, it seemed the agent was tied up with other
things and being out of town. I wanted
to get my house on the
Cedar Park Financial Advisors Provider Name Locked
quickly, and it seemed Redfin was not able to accommodate
such a request as quickly as other agent/ real-estate firms.

But I like the concept, the webnsite, the idea about being performance
based (at least that’s what they advertise) . But what I didn’t like, was not
being able to pic the agent (I contacted two members of the leadership team
with this request, and they politely avoided it). However one, ‘
Cedar Park Financial Advisors Provider Name Locked
’ took the time to make some well thought out
responses, including addressing many of my questions. Regrettably, it seems
more the heavy hitters are there to draw in clients and then they like the mom
and
Cedar Park Financial Advisors Provider Name Locked
birds, disperse over to the chicks. L
In an attempt to work with the agent, I had written about
what I was looking for, my experiences, past offers, and the agent responded that they promised not to disappoint me. Upon
our 1st meeting they asked me to lower the price by $30k , which
would have made most offers less than my
Cedar Park Financial Advisors Provider Name Locked
offer (that I rejected) , How is
this not going to disappoint me.
I looked at the agent’s reviews, something redfin encourages
people to do and encourages to give feedback on their agents. But what was odd,
was that many of this agents reviews (ok most of them) predated her employment
with the company. Most did not have written comments (despite 5 out of 5 stars)
, even listings that were an offer was not accepted, had 5 stars (yet still no
comments)

Buyer beware (or be cautious) , if you’re looking to attain buyer or seller
services, ask questions of the respective agent about their reviews. I did and
get no response). Shortly thereafter they indicated that maybe they were not
the best option for me. I signed with
someone else (who wasted no time to have the paperwork in front of me.
- Patrick 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!

AIC VENTURES

301 CONGRESS AVE
Austin

Allegiant Group Inc

189 W Clarkston Rd

Ameriprise Financial - Michael Eisenmenger

11675 Jollyville Rd Ste 200
Austin

Ameriprise Financial - Tony Franzago

9442 N Capital of Texas Hwy
Austin

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

858 North Franklin 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

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

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

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

Lyttle Law Firm, PLLC

1524 S. IH 35 Suite 175
Austin

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

NRL Mortgage

3410 Far West Blvd
Austin

Payment 1 Financial Group

6719 N. Lamar
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

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,

TNT Financial Services Inc

105 E Main St
Round Rock

United Gold Direct

2945 Townsgate Road

USAA Bank

PO Box 33490
San Antonio

Victor Thompson

1021 RR 620 S
Austin

WA Holding Inc

202 Walton Way
Cedar Park

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