Top 15 Financial Advisors in New Braunfels, TX

John Doria Mr. Morales, reached out to me a couple days before Christmas about coming up to his office and talk about investing. I was pretty nervous about investing my money, but the way Justin explained everything made me feel very comfortable and I’d highly recommend him to anyone who needs the right guidance.

Empower Aesthetics This genuine soul has not only helped my husband and I, but my sons and soon my mother. Who knew all of the different ways to help us prepare for retirement, my sons retirement and not just death benefits but living benefits as well. This woman Linda is phenomenal at what she does. Cant say enough great things!

Sibrie M The ladies at the New Braunfels location were awesome!! Very easy and fast process..Highly recommend!

Karl Schofield Very helpful & caring people in New Braunfels office! All have been very pleasant and I worked with Grace and it could not have been nicer. This office has always been great and I’d recommend them every day of the year.

Thor Thornhill Jason Hurta handles all Retirement funds and investing for our 30+ employees at my Engineering firm. My staff comments often about how hands-on he is, how knowledgeable, and most importantly that they can tell he really cares about their future. Id highly recommend Jason to any company I know and do often. Im also aware that he is a Deacon in his church and is well know for having impeccable moral character, which is extremely important for someone handling your money.

Bernard Delgado I first heard Bob on Christian Radio in the Chorpus Christi area and was impressed with the info he was sharing at that time. I was able to meet Bob several years later when I decided to retire. I truly believe he is a spirit filled individual and truly honest with his clients. I believe he has his clients in heart with every decision he makes. He is always informative and a excellent person. God Bless, Bernard and Nela Delgado

anthony falconetti I have enjoyed working with Michael Gaona and the rest of the NewBraunfels team over the past few yrs..and look forward to continuing my relationship with Teamwork! Wishing all happy holidays! Tom Anger

Alex Polivka My experience working with Fruit of the Vine was fantastic. Della is incredibly thorough- highly recommend!

Jamie Hougham Georgia and everyone in her office seem to truly care about the people she helps. She is constantly working to improve her own knowledge in her field and in topics that affect her clients. I felt so taken care of when I was in her office.

Stephanie Portorreal Keith is amazing ! We were first time home buyers and Keith guided us through the whole process. He is very informative, professional, honest and has a kind soul. He really care about his clients , he makes sure they get a great deal that benefits them in the home buying finance. I HIGHLY RECOMMEND Keith and his team!

Margaret Casey Touchstone McDonald and his Oakwell team welcomed our family to theirs a little over a year ago. After careful evaluation of available and suitable financial advisors and wealth managers, Margaret and I observed the Oakwell team to be thorough, prepared, aware, available, effective, careful and professional in their observance of our financial situation and needs for the future. We made our decision to trust Touchstone and Oakwell based primarily on the integrity of their people, process and related systems. To that end, we remain grateful for the relationship, and we say "thank you" to Touchstone and the entire Oakwell team.

Marie Gabriel Jim was great! He walked me through the change over in IRAs and he was able to save me money on my life insurance.

Brandi Bailey Rebecca is amazing, and very committed to her clients individual needs and goals. She goes above and beyond with presenting a variety of options to meet client needs, and works hard to give the very best outcomes for everyone that she works with. She is well-informed and so easy to talk with about finances and life goals. Shes truly the best!

Frank Villani Doris is the most professional and caring financial advisor that my wife and I have ever had the pleasure of working with