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Best Austin Finance Pros

  • 1512 S Congress Ave, Austin • Travis Heights
    Dustin - Where I haven’t used her yet, she comes highly recommended from a close friend if you ever run into an abnormal tax situation or just tired of doing your own taxes.
    recommended by Jason Molin
  • 2. USAA
    Dustin - If you can qualify for USAA, I haven't found a cheaper auto insurance that is actually worth their policies than USAA
  • 3. UFCU
    Michelle Powell - I can't say enough nice things about UFCU. I have been a member with them for 17 years since I moved to Austin. I have had debit cards, credit cards, checking accounts, savings accounts, refinanced an auto loan and took out small short-term loans with them and never had any issues. Their staff is always friendly, appreciative of my business and provide suggestions on how to improve my accounts without being pushy like many other banks. The only thing they have not been able to provide is foreign currency when I travel internationally which hasn't really been a big issue.
    Travis Jennings - I started banking at UFCU about 8 years ago and am so thankful to work with a local bank without all the crazy fees and unnecessary tape of a large bank. Over the years I have build relationships with tellers, loan officers, and insurance brokers all whom are polite, professional, and prompt in communications.
  • 1501 S MoPac Expy 340, Austin • Barton Hills
    2.0k karma
  • 9415 Burnet Rd 210, Austin • North Shoal Creek
    1.7k karma
  • 11215 S IH 35 Frontage Rd 114, Austin • Southeast Austin
    Joe Fannin - Trish and her team are always prompt and professional. We use them for business and personal assets.
  • 3724 Jefferson St, Austin • Rosedale
    John Works - Great cpa. Austin native. Very knowledgeable and reasonably priced.
  • 7200 N Mopac Expy, Austin • Northwest Hills
    1.2k karma
  • 4611 Bee Caves Rd 206, West Lake Hills
    Chelsea Stepter - I recommend Amanda for all of my first time home buyers. Shopping loans and talking money usually isn't fun and it's like another language for most people. Amanda explains it all as many times as it takes to make sure the buyer is comfortable and they make it into their new home. She's quick, efficient, super smart, and just a super fun gal. 10/10 for sure.
  • Austin
    Dan Driscoll - Super smart, easy and trustworthy

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Ask for Recommendations

Need help finding the right finance pro? Ask your friends.
Christopher Conner
11 months ago • North Shoal Creek
LFR for a financial advisor here in Austin. I’m looking for a fee-only advisor so someone who is a NAPFA member is preferred.
2 replies
8 months ago
Ajay Waghray I'm working on one for myself! Here's the thread where I asked about the same thing - freshchalk.com/a/does-anyon...
Christopher Conner Perfect, thanks!
Ajay Waghray
12 months ago • Crestview
Does anyone have a great accountant that they use in Austin? Want one that I pay on a rate basis, NOT one that makes a commission from products or ...
8 replies
5 months ago
Dustin Claudia who Nathan linked to above is who Marc Perlman uses.

Also John Knox likes and uses Pat Galle linked here - freshchalk.com/galle-pat-au...
Dustin @Nathan why does my link above not auto resolve to look nice like yours or what usability did I mess to recommend from sources 😁
Nathan Kriege @WeGoRTW check again. The links don't fill in immediately.
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