Best Financial Advisors in Waco, TX

The highest-rated Financial Planning & Wealth Management companies out of 196 vetted & reviewed in the Waco area.

Pattillo Brown & Hill

Pattillo Brown & Hill

(42)
  • Patient
  • Finances
  • Questions
“My husband and I appreciate the excellent tax services offered by Pattillo Brown & Hill, LLP these past several years with a particular shoutout to our CPA Sharon Herwald.”
In Business Since 1997
LLP Certified
401 W Hwy 6, Waco, TX
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Traplena, Sullivan & Reinke

Traplena, Sullivan & Reinke

(4)
“I have been well taken care of for over two decades by the capable and professional hands of Frank Traplena and the great group of talented individuals who run Traplena, Sullivan & Reinke.”
Transparent Fees & Pricing
In Business Since 1952
Offers Financing Options
Licensed, BBB Rating: A+
4216 Franklin Ave, Waco, TX
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Mattson Financial Services

Mattson Financial Services

(3)
“They get it done.”
In Business Since 1989
Licensed, BBB Rating: A+
5400 Bosque Blvd 4th Floor, Waco, TX
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Lovett & Associates

Lovett & Associates

(1)
“I have been working with the Lovett's since 2018 and they have been fabulous in accessing my needs and accommodating me!”
In Business Since 2003
Licensed, BBB Accredited
16100 Badger Ranch Blvd, Waco, TX
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My Federal Retirement Help | Tom Hofferber

My Federal Retirement Help | Tom Hofferber

(9)
Retirement Planning, College Planning, Investment Services
“I started by trying to get some help from our HR department of course that didn't go well so as I started searching around I found Tom Hofferber and reached out to him.”
In Business Since 2017
6801 Sanger Ave # 130A, Waco, TX
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Disciplined Investors

Disciplined Investors

(1)
Retirement Planning, Investment Management, Financial Planning
“(Registered Investment Advisors) Their client service is unmatched.”
In Business Since 2007
100 N 6th St #500, Waco, TX
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Brazos Banc Service

Brazos Banc Service

(1)
“Great place for all your security needs!”
In Business Since 2002
Licensed
7215 N State Hwy 6, Waco, TX
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Beene Wealth Management Group

Beene Wealth Management Group

Estate Planning, Comprehensive Financial Planning, Business Succession Planning
“We believe every person deserves access to sound, informed financial advice. Regardless of your situation, risk tolerance, and goals we're ready to help you prepare for the future. Come rain or shine, together we'll encourage your investments to grow...”
In Business Since 1984
Accepts All Major Credit Cards
400 Austin Ave #200, Waco, TX
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Winnow Wealth

Winnow Wealth

“Winnow Wealth, LLC (“Winnow Wealth”) is a Registered Investment Advisor (“RIA”), located in the State of Texas. Winnow Wealth provides investment advisory and related services for clients nationally. Winnow Wealth will maintain all applicable registr...”
In Business Since 2021
200 W Hwy 6 #330, Waco, TX
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Community Bank & Trust - Wealth Management & Trust

Community Bank & Trust - Wealth Management & Trust

(1)
Merchant Services, Wire Transfers, Remote Deposit Capture
“Their customer service is impeccable.”
Family Business
1711 Lake Success Dr, Waco, TX
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Dietz Financial Services

Dietz Financial Services

(2)
Services, Services
“I had questions about stocks and Mr.”
In Business Since 1998
5400 Bosque Blvd #300, Waco, TX
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Waco Boom

Waco Boom

(3)
“My husband Luis Rodriguez likes working at waco boom”
In Business Since 1996
481 Texas Central Pkwy, Waco, TX
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Academy Capital Management

Academy Capital Management

“Jeremy Mocek at Academy Capital Management has helped several of my clients and multiple family members prepare for retirement.”
In Business Since 1998
Licensed, BBB Rating: A+
500 N Valley Mills Dr #200, Waco, TX
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EJL Financial Group

EJL Financial Group

“I have had the pleasure of knowing Elgin and Christina for several years now, and with every interaction they never fail to impress me.”
In Business Since 2019
7111 Bosque Blvd #203a, Waco, TX
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Stiba Wealth Management

Stiba Wealth Management

(1)
“They are independent, so they have access to hundreds of carriers for their clients which means they aren't in the pocket of one company and only allowed to write that product.”
400 Austin Ave #200, Waco, TX
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Lifebridge Financial Group

Lifebridge Financial Group

“We are a passionate team of financial advisors and associates with nearly 80 years of combined industry experience focused on holdingourselves to the highest standard of client care by providing those preparing for retirement, retirees and their love...”
In Business Since 2012
710 N 64th St, Waco, TX
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Investors Brokerage of Texas

Investors Brokerage of Texas

“With the rapidly rising cost of college tuition, fees, books, etc, parents and grandparents are looking for effective ways to save for their loved ones' secondary education. While there are many account types that could be used for this goal, an extr...”
In Business Since 2002
225 S 5th St, Waco, TX
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Seitz Financial

Seitz Financial

“Financial freedom means different things to different people. I specialize in Fixed and Fixed Indexed Annuities and Life Insurance Planning for bikers. I want to explore what's important to you, whether that's a 48-state ride, a trip to Sturgis, or e...”
In Business Since 2013
702 N Rita St, Waco, TX
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Southern Financial Group

Southern Financial Group

“At Southern Financial Group, we are always looking for new properties and investment opportunities. Let us know how we can work together by filling out the form provided here or on the contact tab. We read and respond to all inquiries.”
In Business Since 2009
900 Austin Ave #900, Waco, TX
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Resource Benefits Adms

Resource Benefits Adms

“So, there's good news, and there's even better news. The good news is that when it comes to employee benefit plans, there are lots of choices available. And the better news? We'll work with you every step of the way to help you choose the plan that b...”
In Business Since 2002
Free Initial Consultation
5400 Bosque Blvd #600, Waco, TX
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Stifel

Stifel

“We take a different approach to wealth management. One that involves understanding your financial goals, motivation, and how you picture your legacy. Our goals-based approach enables us to find appropriate financial strategies that are built specific...”
In Business Since 2023
1200 W Hwy 6 Suite 3, Waco, TX
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Advanced Financial Strategies

Advanced Financial Strategies

“Whether you are an individual, couple, family, near-retiree, retiree, or business owner, we can help you think through what you currently have in place and see how it matches up with your vision of the future. We can then help design a customized pla...”
In Business Since 2005
Serving Waco Area
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Curtiss Wealth Management

Curtiss Wealth Management

Tax, Investment, Retirement
“At Curtiss Wealth Management, LLC we take a comprehensive approach to helping you live your retirement dreams. Whether you are a few years from retirement or currently retired, our goal is to help protect the wealth that you have spent a lifetime acc...”
In Business Since 2017
Serving Waco Area
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Cen-Tex Financial Solutions

Cen-Tex Financial Solutions

Serving Waco Area
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Retirement Planning and Investment Management Services in Waco, TX Cost Estimates

Minimum cost
$1196
Maximum cost
$10166
National Average
$3588
Avg Per Hour Rates
$359
$2392
$6578
Typical price range is based on 398 cost profiles
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Average Cost $3588
Minimum cost $1196
Maximum cost $10166
Avg Per Hour Rates $359

Typical range $2392 to $6578 is based on 398 cost profiles.

Why these companies made our list

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