View Profile
Solberg Financial - Tax
- Questions
- Service
- LLC
“From Mazuma, LS Bookkeeping, and DIY Quick Books Solberg Financial is by far the most knowledgeable, fastest response time, insightful bookkeeping services I've found.”
Best Financial Advisors near San Marcos, TX
We have one firm in San Marcos on file, and it is on this list, along with 23 from towns including New Braunfels (15, 16 mi), San Antonio (3, 45 mi) and Kyle (2, 10 mi).
3 open weekends · 15 rated 4.5+ · 4 show a license
Data verified October 18, 2026
View Profile
Clipper Wealth Management
- Retirement
“He has done well handling our retirement and estate planning (for myself and my wife) in case something happens to one of us.”
View Profile
AXA Advisors
View Profile
Lazar Financial Service
View Profile
Spectrum Advisor Group
View Profile
Intentional Living FP
- Decisions
- Relationship
- Strategy
“Where other FP's we interviewed were making general assumptions about the steps ahead for us, Jim has kept OUR vision in the forefront of our financial planning every step of the way.”
The 24 firms listed for San Marcos, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: San Marcos, TX
17 of the 24 firms on this page have a rating, from 1.0 to 5.0 across 60 reviews; 15 are rated 4.5 or higher. 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are tax planning (3), back taxes owed (2), bankruptcy (2), buy quickbooks and save (2) and cash flow management (2). 4 show a license on their websites. 16 have ten or more years of experience, the longest 30 years. 2 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 15 publish a contact page; 17 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for San Marcos offer a free first meeting?
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
View Profile
Simonet Financial Group
“His financial acumen, professionalism, and attention to his client's needs makes Simonet Financial Group a truly remarkable Wealth Management Firm and a must for any individual or family looking to bring their financial goals into focus.”
View Profile
Oakwell Private Wealth Management
- Knowledge
“I had the pleasure of working with Jacob Yaklin at Oakwell Private Wealth Management, and I cannot express enough how satisfied I am with his exceptional service and expertise.”
View Profile
Mullins Michael L CPA
“He is the best CPA in New Braunfels He is very reliable and does quality work”
View Profile
Frost Investment Services
View Profile
Fruit of the Vine Financial
“My experience working with Fruit of the Vine was fantastic.”
View Profile
James Mahan- South Texas Wealth Management
“Thanks !”
View Profile
Griffin Asset Management
“Extremely personable, very knowledgeable and always offers options for you to pick from.”
View Profile
Hackett Financial Group
“Good investment firm.”
View Profile
Providence Wealth Management
“I'm 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.”
View Profile
Valerio Financial Services -
“She made sure my concerns have been addressed to the point where I have a clear plan on what to do next.”
View Profile
Hoffmann Financial Services
View Profile
Vol Forrest McGlothlin, CPA
View Profile
David G Barr CPA
View Profile
Cetera Investments
View Profile
E3 Wealth
“He is at an age that is old enough to know his stuff, but young enough that his career will last longer than I probably will so I feel confident he will manage my retirement start to finish.”
View Profile
Sather Financial Group
View Profile
Safe Tree Retirement Services
View Profile
Olson Wealth Management
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
