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NEST Financial
Your trusted partner for personalized financial planning and investment management in Austin.
5(5 reviews)
Business
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Your trusted partner for personalized financial planning and investment management in Austin.
NEST Financial is a premier financial advisory firm based in Austin, TX, dedicated to helping individuals and families achieve their financial goals through comprehensive planning and investment management. Led by Dan Dillard and supported by a cohesive team including Gloria and Sean, we emphasize client education, transparency, and personalized strategies. With a focus on empowering clients—especially women and entrepreneurs—we offer services like retirement planning, investment diversification, insurance, and wealth management. Our client-centric approach ensures you receive honest, responsive guidance tailored to your unique needs, backed by years of expertise and a 5-star reputation.
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Personalized portfolio management and diversification strategies to grow and protect your assets.
Comprehensive planning for retirement, including 401K rollovers and long-term financial security.
Workshops and resources to empower clients with knowledge on financial trends and strategies.
Tailored insurance planning to safeguard your financial future and mitigate risks.
Holistic financial planning for high-net-worth individuals and families.
Responsive, honest guidance focused on your best interests and financial goals.
Dan and company have been taking care of our financial needs since the early 90's. They have always been courteous and most of all honest. Together with Gloria and Sean, Dan has created a very cohesive unit which is on top of the current and future trends careing for all of their clients like family. We would not have anyone else looking after us.
I have worked closely with Gloria/Nest to plan for my future goals. Gloria is a professional and very kind person whose passion for her work shows through her attention to detail in helping her clients. Working with Nest was my first experience speaking with a financial advisor and I am so glad I took this step. Great company and greater people.
Dan and the team at Nest Financial have helped me see my financial situation with such clarity - it feels like a veil has been lifted. They are diligent and methodical in their work, and the result is tremendous insight into where you are, and how to get where you want to be - using their expertise and strategies (some of which I had no idea existed). Now I can make decisions about my future with confidence, while keeping in mind all the ways I could adapt my plans if needed.
Dan, Gloria, and the entire Nest team are simply amazing. Responsive and engaging. Always willing to help. They have manage my and my grandmothers investments for years and have made caring for my grandmother much less stressful financially. I also love that Dan is focused on educating his clients and in particular, women. As a female entrepreneur, I really appreciate the opportunities he has provided me.
I have been a client of Dan Dillard's even before he started NEST Financial. What originally drew me to him for financial advice was his emphasis on educating people and potential clients. He brought in various speakers to his public sessions and helped people get the facts. And even after forming NEST Financial, he still excels at helping people become educated on financial issues. He now holds video conferences to communicate with his clients or other people on a regular basis. The NEST Team (Dan, Gloria and Sean) work together very well and each person brings a set of skills the mesh together for the client. I have had the pleasure of talking and working with each of them at various times. I like the fact that they keep on the forefront of what is going on in the investment and financial world. When I first came to Dan, he helped me invest old 401Ks (that were consistently losing money) into worthwhile financial investments that turned my situation around. He has helped me with insurance and diversifying my investments... including investments outside the stock market. I have learned a tremendous amount from Dan over the years. And with the current team at NEST with Dan, Gloria and Sean and the work they have done to become associated with Folio, it seems like they are headed for even bigger and better things in the future. I have nothing but compliments for the NEST team... they listen to their clients... they are responsive to their clients for getting things done, never pushy and I feel like they give me advice based on what they truly think is in my best interest.
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