Keywords: establishment,finance,point_of_interest

Edward Jones - Financial Advisor: Travis W Rehberg - Georgetown (TX)

Address: šŸ” 1015 W University Ave, Wolf Ranch Parkway Suite 505, Georgetown, TX 78628
Phone : +1 (512) 868-3878

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJXVovOsotW4YRfxqS8SXVSoI

Others Near Georgetown,TX

Edward Jones - Financial Advisor: Len Fischman, AAMSĀ® - Georgetown
Ross Baker: Len is an A+ Individual and a A+ financial advisor/planner. Always responsive to questions. Always fully prepared with the info & direction to fulfill your needs. Len will clearly lay out a roadmap of the financial journey youā€™re on and how to get there. Youā€™ll not encounter many people who enjoy their job more than Len. Your success is his greatest joy.
AgTrust Farm Credit - Georgetown
AgTrust Farm Credit
Jithin Jose: Five-Star Experience with AgTrust Farm Credit and Jack! Securing a loan for my farm through AgTrust Farm Credit was one of the smoothest financial experiences Iā€™ve ever had. From start to finish, Jack was exceptionalā€”professional, knowledgeable, and genuinely committed to making the process seamless. He guided me through every step with clarity and patience, always making sure I felt supported and informed. What truly stood out was Jackā€™s presence at the closing. Itā€™s rare to see that level of dedication, and it spoke volumes about his commitment to client service. The entire experienceā€”from initial inquiry to final paperworkā€”was handled with care and efficiency. I couldnā€™t be more impressed. If youre looking for a lending partner who understands agriculture and treats you like more than just a number, I highly recommend AgTrust Farm Creditā€”and especially Jack. It was an awesome experience, and Iā€™m grateful for the support they provided.
RBFCU - Georgetown - Georgetown
Michael Bereman: I like RBFCU but today I was shocked when I went in for my notary appointment. The notary was really sick and coughing. You would think that she would know she shouldnā€™t come to work sick. But if she did at least have the courtesy to cover her mouth when coughing and wear a mask to protect others. I am in a high risk category and donā€™t appreciate a bank that risks my health. Her boss should have sent her home.
Security Finance - Georgetown
Shawn Demore: The ladies here are tremendous. I was amazed at how fast the whole process was. If your looking for some extra money for whatever reason the Georgetown location is the place I would choose. Plus if u refer someone they give u a free 30 dollars
John Boles - Financial Advisor, Ameriprise Financial Services, LLC - Georgetown
Alex Gunn - Financial Advisor, Ameriprise Financial Services, LLC - Georgetown
Alex Gunn - Financial Advisor, Ameriprise Financial Services, LLC
Matthew Shields - Prudential Financial - Georgetown
Jan Gunter: Matt is a knowledgable professional and one of the nicest guys Ive met. He has made it easy for us to make good decisions about investments and life insurance. He is honest, hardworking and smart about his products! I highly recommend him.
Dwight Hipp Insurance and Investments - Georgetown
World Finance - Georgetown
Otis Rockmore: I was in the process of re-establishing credit. I spoke with Ana and explained the circumstances and the reason for my credit situation. She understood and took a chance on me when no other lender would. For that I will be forever grateful and for that reason they have a customer for life and I highly recommend to anyone needing a second chance.
First Command Financial Advisor - Bob Vasquez - Georgetown
Linda Brown: I visited with Bob for some much needed financial advice and consolidation of all of my various current and past retirement accounts. I provided him with the my packet of documentation from several different company retirement accounts throughout my career. (I actually gave him a pile of crumpled, coffee stained (is that mustard?) outdated paperwork that had accumulated beside my coffee canister from various employers of the past 20 odd years. You know you all have that stack) Let me first say that discussing investments, retirement and savings in general causes me to go into a semi-conscious stupor; my eyes glaze over and I start wondering if I left my oven on, when my passport expires, where my passport IS and generally pondering various superfluous concepts and ideas in my brain. (How DOES a bird sleep at night?). Frankly I would rather have a root canal. He gave me the initial information I needed in an easily digestible manner; was thorough and engaging and answered all my questions and concerns. He listened as I explained my position, my past experiences with financial planning and my concerns should I not be able to work. Nursing is a tricky business after 65. My plan up to that point was to simply keep showing up for work until either my key no longer worked or I noticed my checks had failed to arrive. I am within 5-10 years of retirement, just turned 65 and woke up last Friday morning in a panic thinking ā€œI have no plan, donā€™t know where my funds are, donā€™t know how much I have and does anyone really understand annuities?ā€ I am just a hardworking self-supporting RN. I havenā€™t really ever thought I would have to or need to retire. Just point me in the direction of the coffee pot and the next patient and Iā€™m off! Retirement? Whatā€™s that. The retired nurses I have encountered are few and far between and are either in a multi-earner household or were forced to retire due to health concerns (most not ā€˜comfortablyā€™ retired). I feel very comfortable with my choice and am relieved to get back to the business of patient care while not having to worry about my retirement plan (and secure in the knowledge that I actually have one). Thanks Bob Vasquez. PS sorry about the paperwork Jenga. I canā€™t promise Iā€™ll do better in the future.