Central Texas Area Financial & Investment Services

Central Texas Area Financial & Investment Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Millennia Park
Millennia Park
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1104 S Mays Street
Suite 209
Round Rock, TX 78664
Charlie HarawayCharlie Haraway
Work Phone: 512-846-3582512-846-3582
Investor Since: 2025
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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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Legacy Oak Financial
Legacy Oak Financial
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1620 Red Bud Lane Suite #207
Round Rock, TX 78664
Clint PottsClint Potts
Work Phone: (512) 201-2427(512) 201-2427
Investor Since: 2011
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Edward Jones - Financial Advisor: John Erickson
Edward Jones - Financial Advisor: John Erickson
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1516 W. Koenig Lane
Austin, TX 78756
John EricksonJohn Erickson
Work Phone: 737.384.2249737.384.2249
Investor Since: 2025
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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
Work Phone: (512) 998-4356(512) 998-4356
Investor Since: 2025
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Solar Systems Imports, Inc
Solar Systems Imports, Inc
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840 Rusk Road
Round Rock, TX 78665
Taajwar Joel HaamidTaajwar Joel Haamid
Work Phone: 210-825-6775210-825-6775
Investor Since: 2025
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netgainCFO
netgainCFO
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Round Rock, TX 78665
Gina SenaGina Sena
Work Phone: 512.222.5159512.222.5159
Investor Since: 2025
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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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Growth Horizons Wealth Management LLC
Growth Horizons Wealth Management LLC
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601 Quail Valley
Georgetown, TX 78626
Zachary ThomasZachary Thomas
Work Phone: (512) 316-7207(512) 316-7207
Investor Since: 2026
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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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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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Prosperity Financial Group
Prosperity Financial Group
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107 Creek Hollow Drive
Hutto, Texas 78634
Aaron BusterAaron Buster
Work Phone: (512) 222-7323(512) 222-7323
Investor Since: 2025
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Weaver Capital Advisors
Weaver Capital Advisors
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1601 South MoPac Expy, Suite D250
Austin, TX 78746
Jullie StrippoliJullie Strippoli
Work Phone: 512-325-3780512-325-3780
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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Exacta Bookkeeping & Tax Service
Exacta Bookkeeping & Tax Service
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3001 Joe DiMaggio Blvd #1000
Round Rock, TX 78665
Victor SalazarVictor Salazar
Work Phone: (512) 733-7300(512) 733-7300
Investor Since: 2025
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Anchored Strategic Advisors
Anchored Strategic Advisors
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1000 Gattis School Rd., Ste. 230
Round Rock, TX 78664
Cole DrumCole Drum
Work Phone: 51220093445122009344
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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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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Edward Jones Cathy Kohn
Edward Jones Cathy Kohn
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1 Chisholm Trail Rd, Suite 4100
Round Rock, TX 78681
Cathy KohnCathy Kohn
Work Phone: (512) 535-1010(512) 535-1010
Investor Since: 2025
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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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Matney Wealth Management
Matney Wealth Management
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1101 Satellite View, #102
Round Rock, TX 78665
Ken MatneyKen Matney
Work Phone: 512-567-4848512-567-4848
Investor Since: 2025
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