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Financial Planner in Bell County

634 Views | 4 Replies | Last: 15 yr ago by mrcAG05
RanchAg
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AG
My wife and I moved to Belton last year and are looking for a reputable financial planner. Any recommendations?
whitey2002
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AG
Jim Richardson of the ShineRichardson Investment Group is who I use. He's been around for 20+ years and an Ag. His office is in downtown Temple on the square.

254.742.1885 - office
rjhtamu
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AG
We use Shaun McDuffee from Austin. He travels to Bell Country frequently but he specializes in the medical profession. His company Northstar Financial is more broadbased though I believe.
No material on this site is intended to be a substitute for professional medical advice, diagnosis or treatment. See full Medical Disclaimer.
mel99
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AG
Melinda Bulls is excellent. She's Dave Ramsey's Local endorsed provider. 254-899-9944
jac4
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AG
Jim is a good guy, goes to the same gym as me.

Shaun McDuffee definitely knows his stuff. Very charismatic and a smooth, likable guy. Personally, I couldn't get over the fact that his watch is too fancy and he lives in a 7 figure (plus) house, so we opted to not use him. I do respect the success he has achieved.
mrcAG05
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My husband and I use Hugh Shine-a wonderful person with honesty and character. I highly recommend using him.

Financial Advisor Information from his website:
Address: 1 North Main, Temple, TX 76501
Phone: 254-742-1885 | 866-738-8812 Fax: 254-742-7714
Email: hugh.shine@wellsfargoadvisors.com
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