Central Texas Area Financial & Investment Services

Central Texas Area Financial & Investment Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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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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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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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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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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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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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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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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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Eric Baker Agency (Farmers Insurance)
Eric Baker Agency (Farmers Insurance)
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1901 E Palm Valley BLVD STE 221
Round Rock, TX 78664
Eric BakerEric Baker
Work Phone: 73790069147379006914
Investor Since: 2022
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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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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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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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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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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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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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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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New York Life Zachary Brady
New York Life Zachary Brady
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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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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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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) 993-8954(512) 993-8954
Investor Since: 2013
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Kathy McClellan State Farm Insurance
Kathy McClellan State Farm Insurance
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1311 South Mays St.
Ste. A
Round Rock, TX 78664
Kathy McClellanKathy McClellan
Work Phone: 512 255 1220512 255 1220
Investor Since: 2022
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Frost Bank Round Rock
Frost Bank Round Rock
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Momentum Investor
2710 La Frontera Boulevard
Round Rock, TX 78681
Mike LipseyMike Lipsey
Work Phone: (512) 473-4396(512) 473-4396
Investor Since: 2002
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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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