Central Texas Area Financial & Investment Services

Central Texas Area Financial & Investment Services

 
 
 
 
 
 
 
 
 
 
 
    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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    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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    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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    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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    Matney Wealth Management
    Matney Wealth Management
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    1101 Satellite View, #102
    Round Rock, TX 78665
    Ken MatneyKen Matney
    Investor Since: 2025
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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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    NOW CFO
    NOW CFO
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    6618 Candle Ridge Cove
    Austin, TX 78731
    Ashlee WilcoxAshlee Wilcox
    Work Phone: (512) 657-1388(512) 657-1388
    Investor Since: 2024
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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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    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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    Allen + O'Rourke, PLLC
    Allen + O'Rourke, PLLC
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    11801 Domain Blvd., Suite 300
    Austin, TX 78758
    Andra AllenAndra Allen
    Investor Since: 2025
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    Legacy Oak Financial
    Legacy Oak Financial
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    1620 Red Bud Lane
    Suite #207
    Round Rock, TX 78664-0200
    Clint PottsClint Potts
    Work Phone: (512) 201-2427(512) 201-2427
    Investor Since: 2011
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    Cat Totty Home Loans
    Cat Totty Home Loans
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    308 Bluestem Cove
    Georgetown, TX 78633
    Catherine TottyCatherine Totty
    Work Phone: (512) 921-0812(512) 921-0812
    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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    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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    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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