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Texas Financial Advisors
Asesoramiento financiero experto para un futuro seguro y próspero en Texas.
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Business
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Asesoramiento financiero experto para un futuro seguro y próspero en Texas.
Texas Financial Advisors es una firma de consultoría financiera de primer nivel con sede en Austin, que ofrece servicios personalizados de inversión y planificación de la jubilación. Con un enfoque en construir relaciones duraderas con los clientes, la firma proporciona orientación experta sobre la gestión de carteras, optimización de 401(k) y estrategias de ahorro para la universidad. Dirigida por profesionales experimentados como Richard Barrick, Texas Financial Advisors ofrece tranquilidad mediante soluciones financieras a medida, ayudando a los clientes a afrontar los desafíos económicos actuales y a alcanzar sus metas con confianza.
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Estrategias integrales para asegurar su futuro financiero, incluida la gestión de 401(k) y la planificación de ingresos.
Gestión de carteras personalizada para optimizar los rendimientos y alinearse con su tolerancia al riesgo y sus objetivos.
Asesoramiento experto para proteger y hacer crecer los activos para la estabilidad financiera a largo plazo.
Asistencia para establecer y gestionar fondos educativos, como los planes 529, para sus hijos.
Sesiones de asesoría individual para abordar necesidades específicas, desde la jubilación hasta transiciones de inversión.
Calificación general
Kurt Hannahs
As I am getting closer to retirement, I wanted to start receiving professional guidance with my investments and retirement planning. Richard Barrick at TFA was highly recommended to me, and I have certainly been pleased with the results. The returns on my investments have greatly improved and Richard has provided insights into my retirement strategies. I trust that my retirement funds and strategies are in good hands and something I do not need to worry about.
MaryAnn Maurin
Richard Barrick has been assisting me with my retirement planning since just before I retired a year ago. His assistance has taken quite a lot of stress from my financial portfolio management. He is not only knowledgeable with financial planning but has the personality to make you comfortable in dealing with the chaotic environment of today's economy.
Charles F
I have been working with my representative here for about a year now, and I only have positive things to say about the firm. They mainly helped with my 401k initially, but recently helped me set up college savings for my daughter. I also switched over my account from Fidelity about 6 months ago, and I am so happy with my performance. Great people!
Joseph Powers
I sold my company in 2023, the best thing that I have done since then was to hire Richard Barrick and TFA to handle my monies. He and I speak often, he has masterfully handled my finances, and he gives me peace of mind, knowing that my future is being watched out for by someone that knows me and what I want/need so I can focus on the happily ever after. My only regret is not hiring him/them sooner.
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