Top 15 Financial Advisors in Round Rock, TX

Samir I would like to sincerely thank Relationship Banker Lorena Griffin at Bank of America for her outstanding support and professionalism. From the moment I arrived in the U.S., she went above and beyond to guide me through every step of setting up my account and understanding the banking system here. Her patience, kindness, and clear communication made a huge difference in my experience. I truly appreciate her dedication and customer-first approach. Lorena is a great example of excellent service!

Mike Worked with Cameron on a personal loan. You can tell the place is pretty busy and a little under or newly staffed, but Cameron went the extra mile to work with on my schedule and answer all the questions I had about the loan. Overall a pretty good experience!

Walter Rock Bill & Jessica at Financial Integrated Solutions have been a great resource in helping my family with our financial plans. They helped us develop a long-term insurance, investment and retirement strategy. They know their business, were always willing to help and had answers to all of our questions.

Jason Partney Shawn was great to talk to and really helped us put our financial house in order. I would recommend anyone who needs financial advice, not only with asset management but also how to efficiently minimize your debts, to give him a call. We will be with him for years to come!

Michael Burnett A good place to conduct business

Ken Tabor I know Gary Thomas and have complete trust in his desire to do well for his clients. Gary has a tech background, which he uses to offer his clients a different level of service than his peers. If you’re looking for a financial advisor l you need to call Gary and talk to him.

Mandi (Mandy) AVOID THIS PLACE!!! RIP OFF! Worst place to get a loan at.

Laura Lysaght Got a better rate on my car insurance and they did all the shopping. Saved almost $1000/year! I also appreciate how involved they are with community, like providing their financial expertise on volunteer org boards, hosting events, and doing free speaking engagements.

Scott Capouch Ive worked with Stephen for around 15 years. Hes always looked out for my best interest. Hes honest, straight forward, and doesnt try to sell you anything you dont need. Highly recommend.

John Henle My wife and I have used Scott and Susan for many years. It is simple to highlight the benefits of working with them but it is summed up as “true confidence” in my financial plan. It is a pleasure to work with Argent.

Dianne Preston My husband and I have been working with Danny Morgan for the last few years, and he has been an absolutely amazing advisor! He has thoroughly and oh-so patiently walked us through every step of the process when we decided to finally keep track of our scattered assets (401Ks from old employers, etc.) and plan for an eventual retirement, and hes never hesitated to be there to answer questions and to check up on us. Danny has even personally delivered holiday gifts and sent cards for our anniversary and birthdays - a lost art in customer service and lovely touches that are very much appreciated! We highly recommend hiring Danny and his admin Vinka!!!