We’re a Veteran-owned, independent financial planning firm. At Anchored Strategic Advisors, we’re here to help you build and protect your wealth with services tailored to your goals. - Fee only financial planner - Fiduciary - Comprehensive Financial Planning - Retirement & Income Strategies - Investment Management (Stocks, Bonds, Mutual Funds, ETFs, alternative and private equity investments) - Tax-Smart Strategies in partnership with CPAs - Insurance & Annuities for Protection -College & Education Planning - Business Consulting & Owner Tax Strategies - Trust & Estate Guidance partnership with estate attorneys Whether you’re planning for retirement, growing a business, or building a legacy, we’re here to guide you every step of the way. Licensed nationwide Anchored in our strategy to build wealth!
Website: raymondjames.com
Phone: (512) 200-9344
Cross Streets: Near the intersection of Gattis School Rd and Lawnmont Dr
Closed now
- Sun Closed
1000 Gattis School Rd Round Rock, TX 78664 ·1163.41 mi
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Reviews
yelpWorking with Cole Drum at Anchored Strategic Advisors has been an exceptional experience from start to finish. Cole brings a rare combination of deep financial expertise, genuine care, and clear...
MoreMy husband and I met with Cole to review our current plans and found the communication, selection of products and guidance provided, created a plan for us and made it easy to understand. He got to...
MoreFrom day one, Cole truly listened to all of my concerns and made the transition to his firm seamless. He and Wendy stay on top of every detail -- making sure all documents are signed, submitted,...
MoreCole is professional, competent, honest, caring, and has excellent communication and follow-through systems and skills. One of his best attributes as a financial planner is to actively think of...
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