Financial Advising in Abilene, TX

“I love this place! Start your IRA and fun portfolios today! You should be supplementing your 401k with an IRA anyway. 5,500 a year - c/mon, I know you can do it! Nick is the area account manager and he has always made time for any questions I have. He is very accessible, over the phone or in person. He has grown my investing knowledge leaps and bounds, so much so that In addition to maxing my 401K and Ira contributions annually, I also use a separate account to invest in pick em stocks. I understand how to research stocks, watch for dips, when to buy big, how to diversify correctly.. Etc etc! Now granted you have to be willing to invest, and there is risk involved. You also have to show initiative to learn about what your investing in, how it performs etc. If your not interested in learning much, and just want something to direct deposit into.. A set it and forget system that you don't have to manage much, Nick can set you up with that also. Schwab also took time to educate me on their online site, stock management, performance monitoring, trading etc, as well as the app. I'm no big fish or anything, but I'm making money, saving money for retirement.. For a guy who never really understood finances, I now have a maxed 401k maxed IRA and another fund that I send extra money to.. All diversified in different ways. Saving money is boring but necessary.. Why not put that money to work for you while it sits?!?! You can still access it if you need to! Now Go Get Rich!!!”

“07:00 05/16/25 am I would like to tel u about the most helpful, kind, and patient person I ever talked to on the phone. Your employee ROSS (K157368) was the most important, delightful, and uplifting person I have ever spoken to on a business call. Thank you very much.”