Top 15 Financial Advisors in Georgetown, TX

Sloan Spacek Jeff is so knowledgeable in so many areas! He absolutely knows his business. He has helped us tremendously in creating a plan for our future, while also giving us peace of mind with our week-to-week situation. Having 3 daughters, it was so important to us to find someone we could trust to help with all of life’s questions when it comes to finances and insurance. And find that person we did! He is also a great human being on top of that. One of the only things I regret is not finding the “White Stallion” sooner.

L A What a marvelous service I received from Uriel, their APR%s are pretty decent compared to all that predatory lending going on. You must inform yourself before you apply, get familiar with their loan products, their terms are legit! Now back to Uriel, he made it possible for me, he took an extra mile for me to get me my money and I will forever be grateful for that. He is very personable and with a hint of sassiness he had me laughing comfortably the whole time. If you also got denied from your bank like I did, this is a great second alternative.

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 you’re on and how to get there. You’ll not encounter many people who enjoy their job more than Len. Your success is his greatest joy.

Stephanie Greg, Jaynie, and Jody are wonderful to work with! Always so kind and helpful.

Raul villa I was referred to Wise Counsel’s services by a trusted friend, and it quickly became clear why. I worked with Trent Connor, one of their highly knowledgeable advisors, whose expertise and professionalism made the process straightforward and seamless from start to finish. I highly recommend their services.

Marty Baecker Zach has always been extremely helpful with every phase of our financial planning from the very beginning. And always has our best interests in mind. Very much recommend him and his services to anyone

Alec M. I was looking for some quality unbiased financial advice. Thats exactly what I got. Highly recommended.

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.

Emily Asminda Almazan John took the time to understand my goals, explained everything clearly, and helped me create a plan I actually feel confident about. I never felt rushed or talked down to — just supported and informed. Whether you’re just starting to build wealth or refining a long-term strategy, John is the kind of professional who listens, educates, and empowers. Highly recommend him to anyone looking for honest, knowledgeable financial guidance.

Tara Shumar I absolutely love Michelle and her office. Not only is she professional and knowledgeable about the market and our investments, she is also so friendly and personable that the entire process feels like a breeze to set up! Knowing her for years now, I trust her ability and judgements and I know she strives to provide what is best for our needs and goals. Her office even calls our family for a personal Birthday greeting every year.. the level of customer service is unheard of. Do not hesitate to schedule an appointment and find out for yourself! Last but not least Michelle is known for her philanthropy and loves to take advantage of opportunities to help others all around the world. I love when businesses and business owners make this a part of their goals!

Shirlene Guthrie Left a message asking to be called back a week ago. Noone even returned my call.

Steve Lopez Darrick Mcgill did a terrfic professional job handling my insurance needs and services at Primeria.Thank you Darrick,

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 “I have no plan, don’t know where my funds are, don’t know how much I have and does anyone really understand annuities?” I am just a hardworking self-supporting RN. I haven’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 I’m off! Retirement? What’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 ‘comfortably’ 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 can’t promise I’ll do better in the future.

Welington Fernandes I only stayed on the call because my insurance covers it, but this was hands down the worst customer support experience I’ve ever had. The wait time to speak with someone is incredibly long, and when you finally get through, youre met with a rude and unhelpful agent who clearly has no interest in actually assisting you. They talk over you, don’t listen, and make the entire process even more frustrating. If youre thinking about calling them, prepare to be extremely patient, or better yet, avoid it if you can. Absolutely unacceptable service.

Chris Gorgol Terrible experience, spent multiple days gathering paperwork and getting confirmation about the exact process. Once we arrive we are told for the first time that the vehicle for the title loan had to be present for pictures. The lady didnt care or offer any sound alternatives. We use another location