Best Financial Advisors in Leander, TX

The highest-rated Financial Planning & Wealth Management companies out of 132 vetted & reviewed in the Leander area.

United States Gold Bureau

United States Gold Bureau

(42)
“Grateful for the Knowledge that Jonathan has shared and taught me about precious metals ,he is very professional and personable , prompt to what ever I need to know and when to know it.”
Free Initial Consultation
In Business Since 2005
Licensed, BBB Accredited
Transparent Fees & Pricing
203 Heritage Grove Rd, Leander, TX
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Tracey Taubert CPA

Tracey Taubert CPA

(7)
  • Documents
  • Email
  • Books
“I called Traci's number and Jennifer, her Admin, called me within days, walked me through Traci's process, answered my questions, and was even able to give me a quote based on some worst-case scenarios since she was doing both private and business ta...”
In Business Since 2011
Accepts All Major Credit Cards
Transparent Fees & Pricing
660 S Bagdad Rd Suite 610, Leander, TX
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Pacifica Capital Investments

Pacifica Capital Investments

“Over the last four decades, Pacifica has owned and operated approximately 12 million square feet of commercial properties in the Western United States. We look for value and seek to own the projects that generate cash flow and appreciation magnified ...”
In Business Since 2003
3550 Lakeline Blvd #1715, Leander, TX
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Jesse Dominguez CPA

Jesse Dominguez CPA

(1)
“Jesse also answer any financial and business accounting questions I might have.”
In Business Since 2006
Transparent Fees & Pricing
Remote Consultations Available
412 Chaparral Dr, Leander, TX
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Sparkman Wealth Management

Sparkman Wealth Management

(1)
Products & Services, Retirement Planning, Personal & Corporate
“Travis is an expert in the field, he has always offered great advice and education, and thanks to his guidance, I am confident I made the right choice with my money.”
In Business Since 2023
2200 Union St, Leander, TX
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Slaton Schauer Law Firm

Slaton Schauer Law Firm

(30)
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“It is one of the best things a person can leave to their loved ones, a roadmap to handling property, financial affairs, and clear direction to prevent family disputes and hurt feelings when you are no longer here to explain and love them.”
In Business Since 1995
Licensed, BBB Rating: A+
Family Business
102 Raley Rd, Cedar Park, TX
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Reap Financial

Reap Financial

(49)
Stress Test, VFO | Virtual Family Office, Serious Wealth
“We appreciate them being ahead of the curve with tax and social security changes and keeping up with the ever changing market so we can enjoy our retirement and grandkids.”
In Business Since 1994
Licensed, BBB Rating: A+
Remote Consultations Available
9414 Anderson Mill Rd #100, Austin, TX
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Miller, Ross & Goldman Commercial Debt Collection Agency

Miller, Ross & Goldman Commercial Debt Collection Agency

(50)
  • Accounts
  • Results
  • Team
“After several months of carrying the heavy burden of a very large amount owed to us and a very unresponsive client we felt a great sense of relief utilizing Mike and the team at MRG and felt confident that we would see results.”
Free Initial Consultation
In Business Since 2005
Licensed, BBB Accredited
Transparent Fees & Pricing
13809 Research Blvd Suite 640, Austin, TX
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Mikella Maughan, CPA

Mikella Maughan, CPA

(36)
Quickbooks, Bookkeeping, Taxes
“She discovered just how horrible my QB situation was and didn't talk down to me, didn't overwhelm me but instead she just took her time to actually explain things to me (which NO ONE had ever done).”
In Business Since 2009
Licensed, BBB Rating: A+
12407 MoPac Expy ste 250-220, Austin, TX
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Retirement Planners of America

Retirement Planners of America

(34)
  • Cash
  • Questions
  • Feel
“With all the turmoil going on with the stock market and uncertain financial future, it is nice to feel that my retirement funds are closely managed so I don't have to worry about it.”
In Business Since 2001
10900-B, Stonelake Blvd Suite 205, Austin, TX
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S. Patricia White CPA

S. Patricia White CPA

(1)
Industries, Business Services, Tax Services
“Very professional and reliable”
Free Initial Consultation
In Business Since 2014
Licensed, BBB Rating: A+
Transparent Fees & Pricing
2201 Double Creek Dr #1001, Round Rock, TX
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Rock Business Solutions

Rock Business Solutions

(29)
Fiduciary Trust Services, Accounting Services, Payroll Services
“Susan and her team are knowledgeable and are a great asset to any business looking for bookkeeping/payroll/third party overview services (they provide more than that but that is the service they provide us).”
In Business Since 2011
3010 E Old Settlers Blvd Suite 100, Round Rock, TX
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Rock Credit and Business Services

Rock Credit and Business Services

(42)
  • Prices
  • Company
  • Credit Score
“I had no money and I was desperate I called Sean at Rock Credit and he not only helped me get my credit in a better situation but also helped me to pay off my debt and I'm now debt free.”
In Business Since 2022
17004 Joe Barbee Dr Suite 100, Round Rock, TX
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Capstar Financial Services

Capstar Financial Services

(3)
“Most importantly, I really feel I can trust them in this fiduciary relationship, and Suzette's financial decisions have been very successful in growing my financial net worth as I enter retirement.”
In Business Since 2011
Licensed, BBB Rating: A+
Remote Consultations Available
6500 River Pl Blvd Building 1, Suite 200, Austin, TX
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Austin Divorce Planners

Austin Divorce Planners

(11)
Post-Divorce, Spousal Support Calculation, Financial Help
“Knowledge is power and having his knowledge in my case has helped me tremendously with what my settlement should look like in detail along with what my budget will look like after divorce.”
In Business Since 1940
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
11824 Jollyville Rd Suite 500, Austin, TX
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Ameen & Momin CPA

Ameen & Momin CPA

(8)
Quickbooks Services, Services For Individuals, Business Services
“Not only do they ensure our accounting is accurate, but they also help us interpret our financial data, providing valuable insights to improve our financial performance.”
Free Initial Consultation
In Business Since 2008
Transparent Fees & Pricing
Offers Financing Options
8801 Research Blvd Ste 111, Austin, TX
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Southwest Business Consultants

Southwest Business Consultants

(1)
Watercraft, Motorcycle, Contractors
“The former filed things incorrectly, and the latter could never make himself available for Zoom or phone meetings to go over things.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1996
Licensed, BBB Rating: A+
6101 W Courtyard Dr Suite 3-125, Austin, TX
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John S Craite, CPA

John S Craite, CPA

(9)
Industries, Quickbooks Services, Services For Individuals
“He is always very prompt in communications, knowledgeable about all the different tax areas I worked with him on, and has reliably provided services and guidance that kept more money in my pocket than I expected while also ensuring I was staying in t...”
In Business Since 2017
Transparent Fees & Pricing
Offers Financing Options
4413 Spicewood Springs Rd #301, Austin, TX
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Senior Resource Center

Senior Resource Center

(13)
Tax Planning, Retirement Planning, Long-Term Care Planning
“The advice offered was spot on, allowed us to get the accomodations needed for our loved one, and allowed us to handle her estate in such a way as to ensure quality of care for her for the rest of her life while providing $$ for final arrangements an...”
In Business Since 2005
Free Initial Consultation
4408 Spicewood Springs Rd, Austin, TX
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Strategic Investment Management

Strategic Investment Management

(1)
“Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2007
Licensed, BBB Rating: A+
9600 N Mopac Expy #600, Austin, TX
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Lucien, Stirling & Gray Advisory Group

Lucien, Stirling & Gray Advisory Group

Personal Financial Planning, Retirement Planning, Wealth Management
“Our financial lives are full of changes—some pleasant, and some not so much. Marriage, divorce, children, grandchildren, career changes, inheritance, retirement, and death—all of these will impact your financial needs and choices. Having a trusted fi...”
In Business Since 1995
Licensed, BBB Rating: A+
7800 N Mopac Expy STE 340, Austin, TX
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Rocket Dollar

Rocket Dollar

(16)
  • LLC
  • Questions
  • Self-Directed Ira
“Rocket Dollar is low cost relative to other SD-IRA providers, and they provide good instructions on how to setup a brokerage account with TD Ameritrade.”
In Business Since 2008
Transparent Fees & Pricing
10900 Stonelake Blvd Bldg 2 STE 100, Austin, TX
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The Garrett Law Firm

The Garrett Law Firm

(16)
  • Sister
  • Government
  • Estate
“Over Zoom, she very clearly explained what the process in Texas would be if there was a will or if there wasn't, and provided very clear fact sheets describing every step of the process for me to refer to as needed.”
In Business Since 2014
Se Habla Español
4408 Spicewood Springs Rd, Austin, TX
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Common Cent$ Business

Common Cent$ Business

(7)
Business Advisory Services, Business Services, Tax Services
“Five star for common cents, the best tax experience!”
In Business Since 2019
Transparent Fees & Pricing
Offers Financing Options
2911 A W Grimes Blvd Suite #610, Pflugerville, TX
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Retirement Planning and Investment Management Services in Leander, TX Cost Estimates

Minimum cost
$1081
Maximum cost
$9183
National Average
$3241
Avg Per Hour Rates
$325
$2161
$5942
Fair price range is based on 509 cost profiles
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Average Cost $3241
Minimum cost $1081
Maximum cost $9183
Avg Per Hour Rates $325

Fair range $2161 to $5942 is based on 509 cost profiles.

Why these companies made our list

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