Banks & Credit Unions in Horseshoe Bay, TX

We did the hard work of finding trustworthy partners in Horseshoe Bay, TX. Fill out the form to get connected.

Start Here to Open a Bank Account

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Bank Branches and ATMs in Horseshoe Bay, TX

ValueBank Texas
Location 9712 FM2147 Ste 103, Horseshoe Bay, TX 78657, USA
Phone (830) 262-7005
Directions
BancorpSouth Bank
Location 9650 FM2147, Horseshoe Bay, TX 78657, USA
Phone (830) 598-7424
Directions
Arrowhead Bank
4 out of 5
Location 5700 FM2147, Horseshoe Bay, TX 78657, USA
Phone (830) 598-7305
Directions
F C T I
Location 200 Hi Cir N, Horseshoe Bay, TX 78657, USA
Phone (830) 598-6435
Directions
ATM (7-Eleven)
SEC File# 801-111055
CRD# 158043
Location 200 Hi Cir N, Horseshoe Bay, TX 78657, USA
Directions
First United Bank - Horseshoe Bay
4 out of 5
Location 6905 FM2147, Horseshoe Bay, TX 78657, USA
Phone (830) 598-4200
Directions
ATM (7-Eleven)
SEC File# 801-111055
CRD# 158043
5 out of 5
Location 8000 FM2147, Horseshoe Bay, TX 78657, USA
Directions
FirstCapital Bank of Texas
5 out of 5
Location 9891 FM2147, Horseshoe Bay, TX 78657, USA
Phone (830) 613-3609
Directions
Banks in Horseshoe Bay, TX

Where Horseshoe Bay, TX Banks & Credit Unions Serve

Nestled in the heart of Texas, Horseshoe Bay is a picturesque city that boasts of several landmarks that are worth seeing. From the iconic Horseshoe Bay Resort to the stunning Lake LBJ, this city is a perfect destination for those seeking adventure and tranquility. With a diverse range of neighborhoods, Horseshoe Bay offers something for everyone, whether you're looking for a quiet retreat or an active lifestyle. The city's top employers include Horseshoe Bay Resort, Horseshoe Bay Property Owners Association, and Marble Falls Independent School District. Major highways such as US-281 and TX-71 provide easy access to neighboring cities such as Austin and San Antonio. The city's streets are lined with charming shops, restaurants, and cafes that offer a taste of local flavor. One of the most popular neighborhoods in Horseshoe Bay is the Summit Rock community, which features luxury homes and a world-class golf course designed by legendary golfer Jack Nicklaus.

Horseshoe Bay, TX Banking Related Services

Insurance Broker

Residents of Horseshoe Bay, TX can benefit from the expertise of an insurance broker in several ways. For instance, an insurance broker can help residents navigate the complex world of health insurance and find a plan that meets their unique needs and budget. Additionally, an insurance broker can help residents protect their homes and personal belongings with the right homeowners or renters insurance policy. With the prevalence of natural disasters such as floods and hurricanes in Horseshoe Bay, TX, having adequate insurance coverage can make all the difference in the aftermath of a catastrophic event. An insurance broker can also assist residents in finding the best auto insurance policy to protect them while driving on the busy roads of Horseshoe Bay, TX. Overall, an insurance broker can provide valuable guidance and support to residents of Horseshoe Bay, TX in securing the insurance coverage they need to protect themselves and their loved ones.

Retirement Planning

Residents of Horseshoe Bay, TX could benefit greatly from the expertise of a retirement planner. With a population of just over 3,000 people, Horseshoe Bay is a small community where many residents are nearing retirement age. A retirement planner can help these individuals by providing guidance on how to maximize their retirement savings, create a comprehensive retirement plan, and ensure that they are financially prepared for the future. Additionally, given that Horseshoe Bay is a popular retirement destination, a retirement planner can help residents navigate the unique challenges of retiring in a small community, such as finding affordable healthcare options and identifying social opportunities to stay active and engaged in retirement. By working with a retirement planner, residents of Horseshoe Bay can feel confident that they are taking the necessary steps to secure their financial future and enjoy a fulfilling retirement.

Wealth Management

Residents of Horseshoe Bay, TX could greatly benefit from the expertise of a wealth manager in various ways. One of the most common ways is through retirement planning. As a retirement destination, Horseshoe Bay has a significant population of retirees who need guidance on how to manage their retirement funds and investments. A wealth manager can help these residents by developing a personalized retirement plan that aligns with their financial goals and risk tolerance. Additionally, Horseshoe Bay is known for its high-end real estate market, and a wealth manager can assist residents in managing their real estate investments and maximizing their returns. Overall, a wealth manager can provide residents of Horseshoe Bay with a comprehensive financial plan that takes into account their unique circumstances and helps them achieve their financial goals.

Financial Advisor

Residents of Horseshoe Bay, TX can benefit from the expertise of a financial advisor in a variety of ways. One of the most common ways is through retirement planning. Horseshoe Bay is a popular retirement community, and a financial advisor can help residents navigate the complexities of retirement planning, including creating a budget, investing in retirement accounts, and managing Social Security benefits. Additionally, a financial advisor can assist residents with managing their investments and creating a diversified portfolio tailored to their individual goals and risk tolerance. With the help of a financial advisor, residents of Horseshoe Bay can feel confident in their financial future and enjoy the many amenities this beautiful community has to offer.

Mortgage Loan Officer

Residents of Horseshoe Bay, TX would greatly benefit from the services of a mortgage loan officer. The officer can help them navigate the complex world of mortgages and find the best loan options for their specific needs. This is especially important in Horseshoe Bay, where the real estate market can be competitive and fast-paced. A mortgage loan officer can provide guidance on the various types of loans available, such as fixed-rate or adjustable-rate mortgages, and help residents understand the terms and conditions of each. They can also assist with the application process, ensuring that residents have all the necessary documents and information to secure a loan. Overall, a mortgage loan officer can provide invaluable support and expertise to residents of Horseshoe Bay looking to purchase a home or refinance their existing mortgage.

Tax Services

Residents of Horseshoe Bay, TX could greatly benefit from the guidance of a tax advisor in a number of ways. One specific example is the fact that Horseshoe Bay is a popular retirement destination, which means many residents may have unique tax considerations related to their retirement income and investments. A tax advisor could help these residents navigate the complexities of tax laws related to retirement income, as well as assist with tax planning strategies to minimize their tax burden. Additionally, a tax advisor could provide guidance on property taxes, which can be particularly high in Horseshoe Bay due to the area's desirable location on Lake LBJ. Overall, a tax advisor could help residents of Horseshoe Bay make informed decisions about their finances and optimize their tax situation.

Estate Planning Lawyer

Residents of Horseshoe Bay, TX can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. In Horseshoe Bay, where many residents own property and have significant assets, having a properly drafted estate plan is crucial to avoid any disputes among family members and ensure a smooth transfer of assets. Additionally, an estate planning lawyer can also help residents navigate complex tax laws and minimize their tax liability, which can be especially important for those with high net worth. Overall, working with an estate planning lawyer can provide peace of mind and ensure that residents' wishes are carried out after they are gone.

FREQUENTLY ASKED QUESTIONS

Personal, Business & Online Bank FAQs