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Showing 1 - 12 of 19 results
MATTSON FINANCIAL SERVICES
MATTSON FINANCIAL SERVICES
Waco, Texas
1-24 employees
Mattson Financial Services is a financial services company based out of 5400 Bosque Blvd Ste 453, Waco, Texas, United States.
Retirement Benefits Rank
Market Leading
MCLANE GROUP, L.P.
MCLANE GROUP, L.P.
Temple, Texas
100-499 employees
McLane Group is a holding company comprised of a portfolio of wholly owned operating entities, public and private investments, real estate holdings, and other alternative assets. The current portfolio of wholly owned entities operate within the global logistics, technology, food production, ranch management, automotive sales, and multimedia marketing and publications industries.
Retirement Benefits Rank
Market Laggard
RICHARD P. SLAUGHTER HOLDINGS, LLC
RICHARD P. SLAUGHTER HOLDINGS, LLC
Austin, Texas
25-49 employees
Your Interests First and Foremost In early 1991, Richard Slaughter created a firm designed to provide clients with the best possible financial advice and asset management, free of any product constraints or conflicts of interest. As one of the original fee-based firms in the nation, Slaughter Associates still maintains this unique autonomy. This independence also allows Slaughter Associates to guide your investments to the best vehicle available, a true advantage over commission-based or even fee-based relationships in which recommendations are limited to pre-selected funds and made by salespeople, not industry experts. A Reputation Built On Trust At Slaughter Associates, our clients work with experienced professionals who hold multiple industry designations, including CERTIFIED FINANCIAL PLANNER™ practitioners who tailor and execute a strategy to achieve each customer’s unique financial goals. Slaughter Associates is regularly named among "top wealth managers"​ by leading local and national financial publications such as Financial Advisor Magazine. Members of our team often serve as expert resources for the media. Our company has been repeatedly recognized as a "Best Place to Work"​ by the Austin Business Journal. All of which adds up to exceptional service and a lasting relationship you can trust.
Retirement Benefits Rank
Top Benefits
RICHARD P. SLAUGHTER ASSOCIATES, INC.
RICHARD P. SLAUGHTER ASSOCIATES, INC.
Austin, Texas
1-24 employees
Your Interests First and Foremost In early 1991, Richard Slaughter created a firm designed to provide clients with the best possible financial advice and asset management, free of any product constraints or conflicts of interest. As one of the original fee-based firms in the nation, Slaughter Associates still maintains this unique autonomy. This independence also allows Slaughter Associates to guide your investments to the best vehicle available, a true advantage over commission-based or even fee-based relationships in which recommendations are limited to pre-selected funds and made by salespeople, not industry experts. A Reputation Built On Trust At Slaughter Associates, our clients work with experienced professionals who hold multiple industry designations, including CERTIFIED FINANCIAL PLANNER™ practitioners who tailor and execute a strategy to achieve each customer’s unique financial goals. Slaughter Associates is regularly named among "top wealth managers"​ by leading local and national financial publications such as Financial Advisor Magazine. Members of our team often serve as expert resources for the media. Our company has been repeatedly recognized as a "Best Place to Work"​ by the Austin Business Journal. All of which adds up to exceptional service and a lasting relationship you can trust.
Retirement Benefits Rank
Top Benefits
LUCIEN, STIRLING & GRAY ADVISORY GROUP, INC.
LUCIEN, STIRLING & GRAY ADVISORY GROUP, INC.
Austin, Texas
1-24 employees
Lucien, Stirling & Gray Advisory Group, Inc. is built around a team of financial advisors who provide fee-only financial planning and fiduciary level wealth management services to individuals, corporations, trusts and foundations. We believe that intelligent financial advice, offered in the context of real life, is the most valuable service we can provide. Since 1992, we have served prudent, long-term investors who want to maximize their personal opportunities and minimize their financial concerns. We operate as a Registered Investment Advisory firm, located at 7800 N. Mopac Expy, Suite 340 in Austin, Texas.
Retirement Benefits Rank
Market Competitive
REAP FINANCIAL GROUP, LLC
REAP FINANCIAL GROUP, LLC
Austin, Texas
1-24 employees
At REAP Financial, we understand that everyone’s financial circumstances and goals are unique, so we create a comprehensive strategy to fit your specific needs. To begin, we’ll sit down and listen to your financial goals, help identify gaps that may exist in your current plan, and prepare an advanced financial plan to help you accomplish what matters most to you and your family. We were founded to help successful families achieve all that is important to them and we strive to work with professionals who also have expertise in their related fields. As you change and grow, the environment of your money fluctuates; the stock market, taxes, and estate laws change. We make it our mission to understand and support your goals and help you create a wealth management plan that can adjust to your needs.
Retirement Benefits Rank
Market Leading
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FIRSTCLOSE
FIRSTCLOSE
Austin, Texas
50-99 employees
FirstClose™ is a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide. The company’s solutions dramatically reduce the time to close home equity loans and HELOCs. Its technology covers everything from application to close, including the ability to order required settlement services on ONE easy-to-navigate platform taking friction, cost and risk out of the process. Lenders using the FirstClose ONE solution have experienced a 35% increase in online applications, a 25% increase in pull through, and a 77% reduction in time to close from application to funding. FirstClose ONE is integrated with ICE, MeridianLink. and other industry-leading LOS companies.
Retirement Benefits Rank
Market Competitive
PETER A. BERONIO
PETER A. BERONIO
Killeen, Texas
1-24 employees
Beronio Wealth Planning is a full service independent financial consulting firm. We aim to provide comprehensive financial planning advice with a focus on sustainable results for all our clients goals and objectives. As an independent firm, Beronio WPS has no obligations to investment product manufacturers and no cross-sell quotas or other home-office directives that may lead to conflicts of interest. Our sole focus is serving our clients. We provide personalized financial planning and investment advice, based on a thorough understanding of your unique circumstances and philosophy about wealth management. We offer the benefit of our experience, education and professional training to help our clients pursue their personal financial goals. We survey the marketplace on an ongoing basis to find appropriate vehicles for proper asset deployment, and, in some cases, incorporate said vehicles in our own portfolios. As such, the advice we give remains a personal endeavor. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Beronio Wealth Planning may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Top Benefits
LAKELAND WEST CAPITAL, LLC
LAKELAND WEST CAPITAL, LLC
Waco, Texas
1-24 employees
Manage the collections department. Manage, restructure and monetize performing and distressed loans. Review and approve loans for financing. Manage all accounts in bankruptcy.
Retirement Benefits Rank
Top Benefits
DISCIPLINED INVESTORS, LLC
DISCIPLINED INVESTORS, LLC
Waco, Texas
1-24 employees
Disciplined Investors, LLC is an independent Registered Investment Advisor (RIA) firm in Waco, offering a personalized approach to financial wellness and planning. We are fiduciary advisors and work closely with our clients to achieve long-term goals.
Retirement Benefits Rank
Market Leading
ENSEMBLE VC
ENSEMBLE VC
Austin, Texas
1-24 employees
Ensemble is a modern early-stage venture capital firm that is backed by category-defining operators and investors. We leverage our data platform and functional experts from our network of strategic advisors to help you build the right team and operational processes so you can translate your determination into execution.
Retirement Benefits Rank
Market Leading
HARRIMAN FINANCIAL NETWORK, INC.
HARRIMAN FINANCIAL NETWORK, INC.
Cedar Park, Texas
1-24 employees
Harriman Financial is an independent financial services firm with over 50 years of combined experience in the financial industry. We are also a Dave Ramsey Endorsed Local Provider for Investing. Like Dave talks about on his radio show, we believe that good financial decisions don't have to be confusing and most people once presented with strategies that make sense will make the right decisions. We offer complimentary consultations that are low-keyed, relaxed and educational. It's not about the transaction, but about building a relationship to help you succeed financially. Our business model enables us to work with everyone - from individuals, families, young professionals, entrepeneurs, to retirees. If you're looking for a representative with the heart of a teacher and practices principles taught by Dave Ramsey, there's a chance we could be a good fit. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Harriman Financial are not affiliated. Harriman Financial - 11917 Oak Knoll Drive - Suite C Austin, TX 78759
Retirement Benefits Rank
Market Leading