texas Date: 09-25-2025

Top 15 Financial Advisors in Waco, TX

	Financial Advisor	Address
1	♠ Lillard Financial and Insurance Services	6605 Sanger Ave suite 1, Waco, TX 76710
2	♠ Mattson Financial Services	5400 Bosque Blvd 4th Floor, Waco, TX 76710
3	♠ Winnow Wealth	200 W Hwy 6 Suite 330, Waco, TX 76712
4	♠ Lendmark Financial Services LLC	408 N Valley Mills Dr, Waco, TX 76710
5	♠ OneMain Financial	5172 W Waco Dr, Waco, TX 76710
6	♠ Edward Jones - Financial Advisor: Mark Wood, CFP®\|AAMS®\|CRPC™\|CRPS™	8300 Old McGregor Rd Ste 1B, Waco, TX 76712
7	♠ Star of Texas Financial Solutions	810 N Valley Mills Dr, Waco, TX 76710
8	♠ Seedmin Financial Services	6515 Sanger Ave # 3, Waco, TX 76710
9	♠ Edward Jones - Financial Advisor: Shawna B Bradfute, AAMS®	5401 Crosslake Pkwy Suite 300, Waco, TX 76712
10	♠ Abbe Strategic Wealth	4800 Lakewood Dr # 7, Waco, TX 76710
11	♠ Merrill Lynch Wealth Management	510 N Valley Mills Dr 7th Floor, Waco, TX 76710
12	♠ Summit Financial Advisors	108 Topeka Dr #6108, Waco, TX 76712
13	♠ Edward Jones - Financial Advisor: Doug Still, AAMS®	200 Hwy 6 Suite 260, Waco, TX 76712
14	♠ Edward Jones - Financial Advisor: Devin G Mejia	400 Austin Ave #301, Waco, TX 76701
15	♠ Community Bank & Trust - Wealth Management & Trust	1711 Lake Success Dr, Waco, TX 76710

1.Lillard Financial and Insurance Services

Address: 6605 Sanger Ave suite 1, Waco, TX 76710

images Lillard Financial and Insurance Services

(9) user ratings total:

James Macik My family has benefited greatly from Lillard Financial and Insurance Services for almost 10 years. Gill and his staff consistently provide exceptional service, quickly respond to inquiries, and advise their clients with current market conditions. They even notify us of changes we may need to make in our policies when conditions or situations change. This level of personalized service is rarely encountered today and I cannot recommend them highly enough!

5 /5

2.Mattson Financial Services

Address: 5400 Bosque Blvd 4th Floor, Waco, TX 76710

(7) user ratings total:

K F I have had nothing but great experiences with the Mattsons. They are kind, caring and really take the time to know you. My husband and I live in Houston but feel it is worth the trip to feel so comfortable with our financial services.

5 /5

3.Winnow Wealth

Address: 200 W Hwy 6 Suite 330, Waco, TX 76712

(7) user ratings total:

James Foil Excellent investments. Love how they look at your retirement needs.

5 /5

4.Lendmark Financial Services LLC

Address: 408 N Valley Mills Dr, Waco, TX 76710

(7) user ratings total:

GASS Garage They financed me when nobody else would, OF COURSE the interest rate is higher if you have bad credit. I HAD to have a car & they came through. Process was easy, payment includes credit life & payment insurance if you lose your job. Thank You Lendmark Yolanda was very courteous & professional.

5 /5

5.OneMain Financial

Address: 5172 W Waco Dr, Waco, TX 76710

(40) user ratings total:

Brenda Kay Busby It was very quick and easy and great w follow up. Thank you

5 /5

6.Edward Jones - Financial Advisor: Mark Wood, CFP®|AAMS®|CRPC™|CRPS™

Address: 8300 Old McGregor Rd Ste 1B, Waco, TX 76712

(4) user ratings total:

Angie Wood Amazing FA!

5 /5

7.Star of Texas Financial Solutions

Address: 810 N Valley Mills Dr, Waco, TX 76710

(36) user ratings total:

Sherry Collins I Love the prompt customer service, the friendly down to Earth Star of Texas Waco Agents. They treat me like family. They made my life much easier by Ms. Alondria helping me with much needed car insurance. The other company I was with did not offer the quality customer service I received at Star of Texas Waco.

5 /5

8.Seedmin Financial Services

Address: 6515 Sanger Ave # 3, Waco, TX 76710

(3) user ratings total:

Homer Rodriguez Awesome low rates, great customer service every time I have questions they get back to me very prompt. A claim I filed was handled quickly and I received more money then expected for my vehicle which was totaled. Overall great company to have my auto insurance with.

5 /5

9.Edward Jones - Financial Advisor: Shawna B Bradfute, AAMS®

Address: 5401 Crosslake Pkwy Suite 300, Waco, TX 76712

(3) user ratings total:

Leah Stanley Richard is the best

5 /5

10.Abbe Strategic Wealth

Address: 4800 Lakewood Dr # 7, Waco, TX 76710

(3) user ratings total:

Keith Reed Rick and his team have helped me and my family for years. Great guy and knows what he is doing.

5 /5

11.Merrill Lynch Wealth Management

Address: 510 N Valley Mills Dr 7th Floor, Waco, TX 76710

12.Summit Financial Advisors

Address: 108 Topeka Dr #6108, Waco, TX 76712

(2) user ratings total:

Rofik I found the perfect life insurance policy thanks to Summit Financial Advisors. The staff is friendly, and they really take the time to explain everything.

5 /5