Best Financial Advisors in Waco, TX

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

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 1954
Offers Financing Options
Licensed, BBB Rating: A+
4216 Franklin Ave, Waco, TX
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Pattillo Brown & Hill

Pattillo Brown & Hill

(19)
  • Finances
“After the desperate plea to PBH to Lindsey Skinner, Greg, and Jennifer Manning, they moved things around and not only basically from scratch, but completed it and only had a few minor changes in the initial draft, and the final delivered the next day...”
In Business Since 1997
LLP Certified
401 W Hwy 6, 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

(3)
“They truly care about you and your future and treat you like family.”
In Business Since 2003
Licensed, BBB Accredited
16100 Badger Ranch Blvd, Waco, TX
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Matthew Boudreaux, Financial Advisor

Matthew Boudreaux, Financial Advisor

(2)
“If you are looking for a top notch financial advisor, Matthew Boudreaux is the guy to call!”
In Business Since 2016
400 Austin Ave #202, 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 1986
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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Dietz Financial Services

Dietz Financial Services

(2)
Services, Services
“I had questions about stocks and Mr.”
In Business Since 1998
Transparent Fees & Pricing
5400 Bosque Blvd #300, Waco, TX
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Community Bank & Trust

Community Bank & 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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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 1996
Licensed, BBB Rating: A+
500 N Valley Mills Dr #200, Waco, TX
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Trinity Wealth Management

Trinity Wealth Management

“Our mission is to provide all our clients with personal, uncommon attention and care every step along the planing process. Steve helps clients in 3 key areas: 1) to invest in concert with their moral values, 2) to reduce their tax burden, both before...”
In Business Since 2013
Free Initial Consultation
2341 Mt Carmel Dr, 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 2000
Free Initial Consultation
5400 Bosque Blvd #600, Waco, TX
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Disciplined Investors

Disciplined Investors

Retirement Planning, Investment Management, Financial Planning
“We partner with you to serve as your trusted advisor and to help you meet your financial goals and needs. We contribute the time, expertise, and discipline to enable you to invest with confidence. We offer customized solutions and services that are i...”
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
7215 N State Hwy 6, 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 2016
710 N 64th 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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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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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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Ferguson Wealth Management

Ferguson Wealth Management

In Business Since 2014
4830 Lakewood Dr #6, 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 plan...”
In Business Since 2005
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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