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Financial Advising reviews in Austin

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  • Provider name locked. Brown opened an office in our neighborhood about 3 years ago. He was very low pressure on the sales side - he didn't push. Eventually, I went looking for a stock broker who could help with the agressive side of my portfolio. What I got was a financial planner that would allow me to take risks to grow my money yet provide a sanity check I got too far off the path toward my goals. Provider name locked. did a portfolio analysis but before that he talked to my wife and I about life goals, family issues, insurance we had and what kept us up at night-a total look at our life. He used that info in the analysis, made recommendations on investments, spending and created an environment where we can ask questions without making us feel like we were stupid or bad people. Provider name locked. is valued advisor - we discuss job changes, healthcare, everything. I would recommend Provider name locked. to anyone looking for an advisor - not just a stockbroker - to help with life decisions.
    - DERRON M.
  • we've been thrilled with our portfolio growth and especially with no longer needing to spend our free-time time anxiously discussing and second-guessing each others' investment picks. They've adapted our plan to include college savings once we started a family, so college funds won't just come out of what we can retire on. We do what they say to do and we are on track to retire early - hooray!
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Financial Advisors in Austin

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