Edward Jones

Holdfast Wealth Management is a fee-only financial planning firm based in Austin, Texas, specializing in retirement planning, investment management, and comprehensive financial planning services. With a focus on building a trustworthy and repeatable process tailored to individual goals and risk tolerance, their experienced advisor utilizes a broad set of skills to ensure all aspects of clients' financial lives work together seamlessly. From managing finances to asset allocation and charitable giving, Holdfast Wealth Management takes a holistic approach to wealth planning, aiming to be the first call clients make for any financial questions. With a background in law, business, and securities, their advisor combines expertise with accessibility, providing clients with a dedicated financial coach to navigate the complexities of adulthood's financial boogeymen.Generated from the website

Ciani Thomas Financial is an independent financial services company based in Austin, TX. With a commitment to personalized financial planning, they offer a range of services tailored to meet the unique goals and needs of their clients, including business owners, families, individuals, retirees, and those experiencing sudden wealth. Backed by the expertise and resources of Raymond James, Ciani Thomas Financial provides knowledgeable and effective solutions to help clients achieve their financial objectives. With a focus on expertise and the application of knowledge, Ciani Thomas Financial ensures that clients' important financial affairs are in capable hands. They offer a depth of ability and resources to maximize investment opportunities and help clients make informed decisions. As a well-established company with a history dating back to 1962, Ciani Thomas Financial is dedicated to providing exceptional service and guidance to help clients navigate the complexities of the financial world.Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy