Top Three Rated

Best Financial services in ABILENE

3 trusted local Financial Services in Abilene, Texas

Koda Wealth Management LLC

2658 Industrial Blvd, Abilene, TX
Pincode: 79605
5.0 (27 reviews) Since 2007
Specialties
Financial Planning Portfolio Management Retirement Planning Investment Advisory Risk Management & Wealth Strategy
About Business

Since 2007, Brendan has been assisting his clients in obtaining financial freedom through various means, such as investments, insurance, and debt reduction strategies. His approach with clients begins...

Since 2007, Brendan has been assisting his clients in obtaining financial freedom through various means, such as investments, insurance, and debt reduction strategies. His approach with clients begins at listening and ends at solving problems.

Working Hours
Open Mon - Fri 8:00 am - 5:00 pm
Closed Sat & Sun Closed
Customer Review
The group at Koda Wealth goes above and beyond for their clients. Hunter is always available to answer questions and Brendan always does an excellent job for me and my family. Would definitely recommend them!!!
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Cedar Gap Wealth Management

1650 S Ridge Crossing, Abilene, TX
Pincode: 79606
5.0 (38 reviews) Since 2021
Specialties
Financial Planning Investment Management Retirement Planning Pre-Retirement Strategies Exit and Succession Planning Education Savings Family & Generational Planning
About Business

Cedar Gap Wealth Management concentrates on helping their clients simplify their financial lives by building smart plans and portfolios that address their lifestyle needs and their long-term goals.

Working Hours
Open Mon - Fri 8:00 am - 4:00 pm
Closed Sat & Sun Closed
Customer Review
Cedar Gap Wealth Management is top-notch. Micheal and Ben are amazing to work with — they’re friendly, easy to talk to, and really know their stuff. They take the time to explain things in a way that makes sense and make you feel confident about your financial decisions. I always feel like they genuinely care about my goals and are looking out for my best interests. Couldn’t recommend them
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First Command : Sean Morgan

749 Gateway St b203, Abilene, TX
Pincode: 79602
5.0 (6 reviews) Since 2020
Specialties
Financial Planning Investment Advisory Retirement Planning Military Benefits Coaching & Insurance Consultation.
About Business

Sean Morgan joined First Command Financial Services as a Financial Advisor in November 2020, following a 4-year career in the United States Air Force, where he attained the rank of Senior Airman. Sean...

Sean Morgan joined First Command Financial Services as a Financial Advisor in November 2020, following a 4-year career in the United States Air Force, where he attained the rank of Senior Airman. Sean understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.

Working Hours
Open Mon - Fri 8:00 am - 5:00 pm
Closed Sat & Sun Closed
Customer Review
Sean has been incredibly helpful with all of our financial planning. We’ve refinanced our home, purchased life insurance, and set up an investment account and are looking forward to the future! Him and Adrienne are an incredibly helpful team and he’s always had our best interests in mind, not pushing us to do anything we are uncomfortable with. Would highly recommend!
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