Best Financial Advisors in Leander, TX

“As things began to grow I started to realize that I was in over my head in certain areas and I brought Larry on as a consultant to help streamline my systems/processes and lay a solid infrastructure that would allow my business to thrive under curren...”

“Jesse also answer any financial and business accounting questions I might have.”

“I've been working with Liz for over 6 years and have nothing but great things to say about her and completly trust her as my financial advisor.”

“She left no stone un-turned as she gathered our financial records and plugged them in to the REAP Financial algorithm and developed a retirement program that assuaged our fears about retiring within a couple of years.”

“She has helped us with different needs over the years to include: Quickbooks, data entry, payroll services, accounts payable/receivable, reports to prepare for taxes, etc.”

“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.”

“Rocket Dollar made it extremely easy to set up my IRA LLC, and has a wide variety of knowledge base articles that make it painless to manage an IRA LLC!”

“Known Roger Brooks for decades.”

“When you work with Lucien, Stirling & Gray Advisory Group, Inc, you get a whole team of experienced pros, no matter where your needs take you. As you'll see from our bios, many of us have worked together for years. We trust each other, and our client...”

“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...”

“Instead of taking my money for something that doesn't really fit in their wheelhouse and doing a meh job, they were honest and referred me to two people they felt would be a good fit.”

“Claudine Homolash provides excellent advice and options for lawyers and their clients when considering the benefits of her services for structured settlements and attorney fees.”

“IBEX quickly brought potential buyers to the table, and despite our eventual buyer and closing taking a great deal of time, the IBEX team was diligent in staying on top of the sale and working with us until the deal was closed.”

“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...”

“Communication is awesome always answers the phone and my emails right away.”

“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.”