Independent Financial - Closed

Bank of America Private Bank in Austin, TX offers a range of wealth management services, including alternative investments, customized lending, and trust and estate planning. Their team of advisors and specialists work closely with clients to understand their priorities and build personalized wealth plans that align with their values and goals. With a focus on managing clients' worth and building legacies for future generations, Bank of America Private Bank provides comprehensive solutions that address the dimensions of their clients' wealth. They are committed to privacy, security, and accessibility, and strive to deliver exceptional service and expertise to their clients in Austin, TX.Generated from the website

Thrivent Financial in West Lake Hills, TX, is dedicated to helping individuals develop financial plans that align with their personal values and community commitments. Through personalized consultations, their financial advisors guide clients in areas such as budgeting, saving, retirement planning, and generosity, ensuring that their financial goals are prioritized and actionable steps are established. In addition to financial planning, Thrivent emphasizes the importance of giving back to communities, with millions of dollars raised and countless volunteer hours contributed by clients. They offer ongoing support and guidance, adapting financial strategies as clients' lives change and helping them make a meaningful impact in their communities. Generated from the website