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Fee-Only Advisors |
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Bob Tabor, Richard P. Slaughter
and Associates, Inc.
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"You have unique needs and desires.
Our personalized approach to wealth management offers you
services tailored to your particular preferences and circumstances.
We spend the time to understand your goals so that we can
create a comprehensive financial plan designed just
for you.
"You may want regular income, long-term
growth, or a combination of the two. Based on your needs
and preferences, we create a customized investment program
designed to meet your objectives."
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Stonebridge Plaza I
9606 North MoPac Expy., Suite 550
Austin, Texas 78759
(512) 918-0000
(800) 821-5610
(512) 918-0001 fax
website
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Fee-Only Advisors |
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Roger Brooks, Strategic
Investment Management
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SIM provides personalized and diversified
portfolio design and management for investors with smaller
portfoliios (a minimum of $50,000).
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9606 N. Mopac Expressway, Ste 555
Austin, Texas 78759
512-341-9898
512-918-0001 fax
website
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Full Service Broker |
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Frank Netherton
WELLS FARGO ADVISORS
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Wells Fargo Advisors is a
full-service brokerage firm that offers a wide range of
services from helping with individual investments to
developing a retirement plan. The
firm is a member of the New York Stock Exchange and all
other major stock and commodities exchanges.
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3100 Windsor Road
Austin, TX 78703-2350
Phone: 512-480-0015
website
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Full Service Broker |
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Kirk R. Price,
Senior Vice President, Investments Branch Manager
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With over 4,750 financial
advisors in 2,200 locations throughout the United States
and internationally, Raymond James has become of the
largest financial service firms in the U.S. At Raymond
James, wealth management is not just about portfolio
holdings and account balances, it's about the client's
complete life.
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221 West 6th Street, Suite 1210 Austin, Texas 78701
Tel: 512-477-3110
Fax 512-472-1046
website
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Discount Broker |
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Tony
Ziccardi
Charles Schwab & Co., Inc.
Rachel
Schmidt
Charles Schwab & Co., Inc.
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Charles Schwab was one of the first
of the discount brokers. They have redefined the term
by adding numerous products and services while remaining
a low cost choice for trading purposes.
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Tony:
12401 Research Blvd
Austin, Texas 78759
512.684.3586
800.435.9050
Fax: 512.684.3592
Rachel:
100 Congress Suite 200
Austin, TX 78701
512.370.3885
800.435.4000
fax 512.370.3890
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