Central Texas Area Finance, Insurance, and Lending

Central Texas Area Finance, Insurance, and Lending

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
R Bank
R Bank
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Momentum Investor
1900 Round Rock Avenue
Round Rock, TX 78681
J. Hollis BoneJ. Hollis Bone
Work Phone: (512) 600-8105(512) 600-8105
Investor Since: 2009
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Wells Fargo Commercial Banking
Wells Fargo Commercial Banking
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Momentum Investor
2300 South IH 35
Round Rock, TX 78681
Vivian TranVivian Tran
Work Phone: (512) 344-7203(512) 344-7203
Investor Since: 2002
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First United Bank and Trust
First United Bank and Trust
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10526 W. Parmer Ln.
Austin, TX 78717
Pilar CastilloPilar Castillo
Work Phone: 512-465-4553512-465-4553
Investor Since: 2019
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Broadway Bank
Broadway Bank
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Momentum Investor
710 Hester's Crossing Ste. 210
Round Rock , TX 78681
Mike LancasterMike Lancaster
Work Phone: 512-465-6576512-465-6576
Investor Since: 2018
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Happy State Bank
Happy State Bank
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559 South I-35
Suite 100
Round Rock, TX 78664
Trevor Burwick Trevor Burwick
Work Phone: 737-220-9152737-220-9152
Investor Since: 2021
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Independent Financial
Independent Financial
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Momentum Investor
4420 Sunrise Rd
Round Rock, TX 78665
Michael DossMichael Doss
Work Phone: (512) 733-7766(512) 733-7766
Investor Since: 2002
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PlainsCapital Bank
PlainsCapital Bank
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Momentum Investor
400 Sundance Parkway
Round Rock, TX 78681
T. Shaun TuggleT. Shaun Tuggle
Work Phone: (512) 457-7500(512) 457-7500
Investor Since: 2003
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Williamson County Farm Bureau
Williamson County Farm Bureau
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3000 Joe Dimaggio Blvd. Ste. 20
Round Rock, TX 78665
Clint McPhailClint McPhail
Work Phone: 512-365-5212512-365-5212
Investor Since: 2017
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TruWest Credit Union
TruWest Credit Union
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737 Louis Henna Blvd.
Suite 300
Round Rock, TX 78664
Edna ChildsEdna Childs
Work Phone: 512.996.4000512.996.4000
Investor Since: 2006
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Cadence Bank
Cadence Bank
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Momentum Investor
505 East Palm Valley Blvd, Suite 100
Round Rock, TX 78664
Matt SparkmanMatt Sparkman
Work Phone: (512) 238-8800(512) 238-8800
Investor Since: 2003
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ISF Advisory LLC
ISF Advisory LLC
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9800 North Lamar Blvd. Ste 218
Austin, Texas 78753
Samuel YamtheSamuel Yamthe
Work Phone: 512-838-6000512-838-6000
Investor Since: 2023
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Wells Fargo Bank- Congress Avenue
Wells Fargo Bank- Congress Avenue
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Momentum Investor
111 Congress Ave.
Suite 200
Austin, TX 78701
Wells Fargo Commercial BankingWells Fargo Commercial Banking
Investor Since: 2013
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Wells Fargo Bank-620
Wells Fargo Bank-620
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Momentum Investor
505 Round Rock Avenue
Round Rock, TX 78664
Joe HarrisJoe Harris
Work Phone: (512) 344-8310(512) 344-8310
Investor Since: 2012
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Broadway Bank - Loan Production Office
Broadway Bank - Loan Production Office
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710 Hesters Crossing, Suite 210
Round Rock, TX 78681
Mike LancasterMike Lancaster
Investor Since: 2021
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Navy Federal Credit Union
Navy Federal Credit Union
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115 Louis Henna Blvd
Round Rock, TX 78664
Tamala WilsonTamala Wilson
Work Phone: (888) 842-6328(888) 842-6328
Investor Since: 2023
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TNT Asset Management, LLC
TNT Asset Management, LLC
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Momentum Investor
105 E. Main Street
Round Rock, TX 78664
Sam BakirSam Bakir
Work Phone: (512) 255-1600(512) 255-1600
Investor Since: 2003
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First Texas Bank Round Rock
First Texas Bank Round Rock
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Momentum Investor
500 Round Rock Avenue
Round Rock, TX 78664
Michael LaingMichael Laing
Work Phone: (512) 255-2501(512) 255-2501
Investor Since: 1977
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StretchDollar
StretchDollar
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Austin, TX 78703
Ellen DecareauEllen Decareau
Investor Since: 2023
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Rick Villarreal State Farm Insurance
Rick Villarreal State Farm Insurance
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2301 Red Bud Lane
Suite 100
Round Rock, TX 78664
Rick VillarrealRick Villarreal
Work Phone: (512) 345-5252(512) 345-5252
Investor Since: 2002
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PNC Bank
PNC Bank
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1703 W. 5th Street, Suite 500
Austin, TX 78703
Sharon MackenzieSharon Mackenzie
Work Phone: 512-773-3146512-773-3146
Investor Since: 1996
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Frontier Bank of Texas
Frontier Bank of Texas
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7509 O’Connor Drive
Round Rock, TX 78681
Jennifer MauckJennifer Mauck
Work Phone: (512) 281-1571(512) 281-1571
Investor Since: 2017
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Austin Telco Federal Credit Union
Austin Telco Federal Credit Union
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11149 Research Bvld., Suite 300
Austin, TX 78759
Katrina LevenickKatrina Levenick
Work Phone: (512) 302-5555(512) 302-5555
Investor Since: 2001
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Ram Ramirez Insurance Agency
Ram Ramirez Insurance Agency
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4406 Stone Oak Dr
Round Rock, Texas 78681-1107
Ramiro RamirezRamiro Ramirez
Work Phone: (512) 422-1635(512) 422-1635
Investor Since: 2023
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Chisholm Trail Financial Group
Chisholm Trail Financial Group
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Momentum Investor
109 S. Harris Street, Suite 220
Round Rock, TX 78664
Bruce BessnerBruce Bessner
Work Phone: (512) 671-7526(512) 671-7526
Investor Since: 1999
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The Nitsche Group
The Nitsche Group
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893 North IH 35
Suite 120
Round Rock, TX 78664
Kenneth NitscheKenneth Nitsche
Work Phone: 512.244.1779512.244.1779
Investor Since: 2020
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United Heritage Credit Union
United Heritage Credit Union
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P.O Box 202020
Austin, TX 78720
Kevin FarleyKevin Farley
Work Phone: (512) 435-4545(512) 435-4545
Investor Since: 2003
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Edward Jones Cathy Kohn
Edward Jones Cathy Kohn
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1830 Round Rock Ave, Suite 200
Round Rock, TX 78681
Cathy KohnCathy Kohn
Work Phone: 512-246-0173512-246-0173
Investor Since: 2023
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Randolph Brooks Federal Credit Union
Randolph Brooks Federal Credit Union
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101 University Oaks Blvd
Round Rock, TX 78665
Jamie BlankinshipJamie Blankinship
Work Phone: 512-670-6954512-670-6954
Investor Since: 2009
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Brookshire Insurance Agency
Brookshire Insurance Agency
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306 W. Main St #10
Round Rock, TX 78664
Brent KriegelBrent Kriegel
Work Phone: (512) 218-0262(512) 218-0262
Investor Since: 2006
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IronBridge Private Wealth
IronBridge Private Wealth
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6420 Bee Cave Rd Suite 201
Austin, TX 78746
Melissa FlemingMelissa Fleming
Work Phone: 512-560-9684512-560-9684
Investor Since: 2022
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Wells Fargo Bank Town Centre
Wells Fargo Bank Town Centre
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Momentum Investor
1851 A.W. Grimes Blvd.
Round Rock, TX 78664
Wells Fargo Commercial BankingWells Fargo Commercial Banking
Work Phone: (512) 218-3150(512) 218-3150
Investor Since: 2006
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Cage Free Care
Cage Free Care
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3620 E Whitestone Blvd
Cedar Park, TX 78613
Isaac HigginsIsaac Higgins
Work Phone: 512-629-3442512-629-3442
Investor Since: 2018
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Flatbay Capital
Flatbay Capital
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1724 Zimmerman Lane
Round Rock, TX 78681
Jennifer ParksJennifer Parks
Work Phone: 73723204567372320456
Investor Since: 2024
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UFCU Highway 79 Financial Center
UFCU Highway 79 Financial Center
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120 Palm Valley Cove
Round Rock, TX 78665
Melissa HerreraMelissa Herrera
Work Phone: (512) 467-8080(512) 467-8080
Investor Since: 2003
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Rollo Insurance Agency Round Rock
Rollo Insurance Agency Round Rock
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600 Round Rock West Dr Suite 603
Round Rock, TX 78681
Scott HuckabayScott Huckabay
Work Phone: 512-636-5223512-636-5223
Investor Since: 2022
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Life Changing Lending
Life Changing Lending
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209 Will Smith Drive
Hutto, TX 78634
Ryan JonesRyan Jones
Work Phone: (512) 881-8874(512) 881-8874
Investor Since: 2023
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Capital One Bank, N.A.
Capital One Bank, N.A.
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Austin, TX 78717
Rachel ForristerRachel Forrister
Work Phone: (512) 457-9417(512) 457-9417
Investor Since: 2023
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Financial Integrated Solutions
Financial Integrated Solutions
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3010 E. Old Settlers Blvd.
Round Rock, TX 78665
Jessica MosmanJessica Mosman
Work Phone: (512) 886-8014(512) 886-8014
Investor Since: 2013
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Amplify Credit Union
Amplify Credit Union
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PO Box 85300
Austin, TX 78708
Rene FloresRene Flores
Work Phone: 51277195605127719560
Investor Since: 2022
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VeraBank
VeraBank
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Momentum Investor
902 Palm Valley Boulevard
Round Rock, TX 78664
Joe GonzalezJoe Gonzalez
Work Phone: (512) 246-6800(512) 246-6800
Investor Since: 1997
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Farmers Insurance Federal Credit Union
Farmers Insurance Federal Credit Union
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104 Sundance Pkwy
Round Rock, TX 78681
Marco BarreraMarco Barrera
Work Phone: 323-209-6135323-209-6135
Investor Since: 2022
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Texas Capital Bank
Texas Capital Bank
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98 San Jacinto Blvd.
Suite 200
Austin, TX 78701
Toby StoopsToby Stoops
Work Phone: 512-726-8768512-726-8768
Investor Since: 2021
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Simmons Bank
Simmons Bank
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14951 Avery Ranch Blvd.,
Austin, TX 78717
Chris MillerChris Miller
Work Phone: 512-314-6700512-314-6700
Investor Since: 2022
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TRUIST BANK
TRUIST BANK
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110 N IH 35 STE 340
ROUND ROCK, TX 78681
Hector HernandezHector Hernandez
Work Phone: 51273028735127302873
Investor Since: 2022
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New York Life Zachary Brady, Agent
New York Life Zachary Brady, Agent
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8000 IH-10 W
San Antonio, Texas 78230
Zachary BradyZachary Brady
Work Phone: (512) 294-0293(512) 294-0293
Investor Since: 2023
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First National Bank Texas
First National Bank Texas
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1750 Round Rock Ave
Suite 300
Round Rock, TX 78681
Jeff BridgesJeff Bridges
Work Phone: 51269050815126905081
Investor Since: 2023
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Monica Story State Farm Insurance
Monica Story State Farm Insurance
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3309 Forest Creek Dr #501
Round Rock, TX 78664
Monica StoryMonica Story
Work Phone: 512-835-7211512-835-7211
Investor Since: 2021
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Citizens National Bank
Citizens National Bank
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110 S. Mays
Round Rock, TX 78664
Anna GutierrezAnna Gutierrez
Work Phone: (512) 218-5100(512) 218-5100
Investor Since: 2006
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Amy Davis State Farm
Amy Davis State Farm
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3401 Royal Vista Blvd, Ste B100
Round Rock, TX 78681
Amy DavisAmy Davis
Work Phone: (512) 837-4210(512) 837-4210
Investor Since: 2023
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Eagle Bank
Eagle Bank
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2250 N. A.W.Grimes Blvd.
Round Rock, TX 78665
Regina WhartonRegina Wharton
Work Phone: (512) 218-3903(512) 218-3903
Investor Since: 2013
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Bill Muench Insurance Agency Inc
Bill Muench Insurance Agency Inc
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409 W Main Street, #122
Round Rock, TX 78664
Bill MuenchBill Muench
Work Phone: (512) 388-4633(512) 388-4633
Investor Since: 2006
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Amy Norris Edward Jones Investments
Amy Norris Edward Jones Investments
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3000 Joe DiMaggio, Ste 46
Round Rock, TX 78681
Amy NorrisAmy Norris
Work Phone: 512-255-0116512-255-0116
Investor Since: 2018
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University Federal Credit Union
University Federal Credit Union
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Momentum Investor
8303 N. Mopac
Austin, TX 78759
Rhonda SummerbellRhonda Summerbell
Work Phone: 512.467.8080512.467.8080
Investor Since: 2018
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State Farm Insurance Greg Meyer
State Farm Insurance Greg Meyer
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600 Round Rock West Dr., Suite 205
Round Rock, TX 78681
Greg MeyerGreg Meyer
Work Phone: (512) 255-3672(512) 255-3672
Investor Since: 2007
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Edward Jones Cole Drum
Edward Jones Cole Drum
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2201 Double Creek Dr, Ste 3002
Round Rock, TX 78664
Cole DrumCole Drum
Work Phone: (512) 296-2089(512) 296-2089
Investor Since: 2023
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First Texas Bank Brushy Creek
First Texas Bank Brushy Creek
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Momentum Investor
7509 O'Connor Drive
Round Rock, TX 78681
Corey BaileyCorey Bailey
Work Phone: (512) 246-6010(512) 246-6010
Investor Since: 2008
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Eagle Harbor Financial
Eagle Harbor Financial
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1490 Rusk Rd
Suite 101
Round Rock, TX 78665
Laurence EgleLaurence Egle
Work Phone: (512) 345-3057(512) 345-3057
Investor Since: 2016
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Frost Bank Austin
Frost Bank Austin
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Momentum Investor
605 Canyon Ridge Dr.
Austin, TX 78753
Frost Bank Round RockFrost Bank Round Rock
Work Phone: (512) 473-4861(512) 473-4861
Investor Since: 2008
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First Citizens Bank
First Citizens Bank
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2050 Round Rock Ave.
Round Rock, TX 78681
Jennifer AaronJennifer Aaron
Work Phone: (512) 514-9550(512) 514-9550
Investor Since: 2013
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Prosperity Bank
Prosperity Bank
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3434 East Palm Valley Blvd
Round Rock, TX 78665
Julie HadawayJulie Hadaway
Work Phone: 512-697-0121512-697-0121
Investor Since: 2022
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Rethink Wealth L.L.C
Rethink Wealth L.L.C
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9101 Burnet Rd
Ste. 107
Austin, TX 78758 5260
Joseph JeffersJoseph Jeffers
Work Phone: 321-282-9688321-282-9688
Investor Since: 2018
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HealthMarkets -Round Rock/Austin
HealthMarkets -Round Rock/Austin
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3407 Wells Branch Pkwy Ste 890
Austin, TX 78728
Edward WhitfieldEdward Whitfield
Work Phone: (512) 413-6078(512) 413-6078
Investor Since: 2023
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UFCU - Teravista Interactive Financial Center
UFCU - Teravista Interactive Financial Center
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571 University Blvd.
Round Rock, TX 78665
UFCU Highway 79 Financial Center UFCU Highway 79 Financial Center
Work Phone: (512) 467-8080(512) 467-8080
Investor Since: 2012
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Donna B Parker CFP
Donna B Parker CFP
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Osaic Wealth
4000 Lindo Loop
Round Rock, TX 78681
Donna B. ParkerDonna B. Parker
Investor Since: 2008
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Susser Bank
Susser Bank
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920 North Interstate Hwy 35
Round Rock, Tx 78681
Matt OpipareMatt Opipare
Work Phone: (512) 572 6100(512) 572 6100
Investor Since: 2014
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SouthStar Bank
SouthStar Bank
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3025 FM 1431
Round Rock, TX 78681
Bill StaleyBill Staley
Work Phone: (512) 992-1457(512) 992-1457
Investor Since: 2013
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Webre Sherrill Insurance Advisors
Webre Sherrill Insurance Advisors
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109 South Harris St., Suite 100
Round Rock, TX 78664
Melissa GomezMelissa Gomez
Work Phone: (512) 255-1015(512) 255-1015
Investor Since: 2010
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PNC Bank on University Boulevard
PNC Bank on University Boulevard
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170 University Blvd.
Round Rock, TX 78664
PNC BankPNC Bank
Work Phone: (512) 421-6950(512) 421-6950
Investor Since: 2008
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Austin Hill Insurance, Lori Hill Agent
Austin Hill Insurance, Lori Hill Agent
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Round Rock, TX 78665
Lori HillLori Hill
Work Phone: (512) 573-8069(512) 573-8069
Investor Since: 2024
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Commercial National Bank
Commercial National Bank
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105 E. 2nd Street
Brady, TX 76825
Anna TarverAnna Tarver
Work Phone: (325) 597-2961(325) 597-2961
Investor Since: 2023
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Lone Star Ag Credit
Lone Star Ag Credit
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4411 S. IH-35, Ste. 110
Georgetown, TX 78626
Laramie EpplerLaramie Eppler
Work Phone: 512-591-2151512-591-2151
Investor Since: 2014
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Texell Credit Union
Texell Credit Union
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875 W Whitestone Blvd,
Cedar Park, TX 78613
Jonathan SwalleyJonathan Swalley
Work Phone: (254) 773-1604(254) 773-1604
Investor Since: 2023
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Wells Fargo Bank University Oaks
Wells Fargo Bank University Oaks
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Momentum Investor
271 University Oaks Blvd.
Round Rock, TX 78664
Wells Fargo Commercial BankingWells Fargo Commercial Banking
Work Phone: (512) 238-3423(512) 238-3423
Investor Since: 2007
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Sunflower Bank
Sunflower Bank
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623 West 38th St., Ste 100
Austin, TX 78705
Rich BermanRich Berman
Work Phone: 512-829-0265512-829-0265
Investor Since: 2021
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Wells Fargo Bank Round Rock Palm Valley
Wells Fargo Bank Round Rock Palm Valley
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Momentum Investor
2000 E. Palm Valley Blvd.
Round Rock, TX 78664
Wells Fargo Commercial BankingWells Fargo Commercial Banking
Work Phone: (512) 238-3490(512) 238-3490
Investor Since: 2013
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Thrive Mortgage, LLC
Thrive Mortgage, LLC
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4819 Williams Dr
Georgetown, TX, Texas 78633
Catherine TottyCatherine Totty
Work Phone: (512) 921-0812(512) 921-0812
Investor Since: 2023
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A Plus Federal Credit Union
A Plus Federal Credit Union
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1000 South Mays Street
Round Rock, TX 78664
Crystal SmithCrystal Smith
Work Phone: (512) 302-6800(512) 302-6800
Investor Since: 1996
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Legacy Oak Financial
Legacy Oak Financial
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8600 Pepper Rock Dr.
Austin, TX 78717 4831
Clint PottsClint Potts
Work Phone: (512) 201-2427(512) 201-2427
Investor Since: 2011
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NFP Corporate Benefits
NFP Corporate Benefits
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595 Round Rock West Dr., Ste. 205
Round Rock, TX 78681
Shayne EddlemanShayne Eddleman
Work Phone: (512) 671-9385(512) 671-9385
Investor Since: 1996
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Watkins Insurance Group
Watkins Insurance Group
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Momentum Investor
3834 Spicewood Springs,Suite 100
Austin, TX 78759
Andy WebbAndy Webb
Work Phone: (512) 452-8877(512) 452-8877
Investor Since: 2010
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Frost Bank Round Rock
Frost Bank Round Rock
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Momentum Investor
2710 La Frontera Blvd.
Round Rock, TX 78681
Aaron DominguezAaron Dominguez
Work Phone: (512) 473-4396(512) 473-4396
Investor Since: 2002
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Texas Pioneer Farm Mutual Insurance Association, Inc.
Texas Pioneer Farm Mutual Insurance Association, Inc.
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209 West Main Avenue
Round Rock, TX 78664
Judy MagnusonJudy Magnuson
Work Phone: (512) 255-4874(512) 255-4874
Investor Since: 2002
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First Texas Bank Georgetown
First Texas Bank Georgetown
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Momentum Investor
900 South Austin Avenue
Georgetown, TX 78626
Chessie SmithChessie Smith
Work Phone: (512) 863-2567(512) 863-2567
Investor Since: 2012
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