Experience

Austin National Financial Services was established in 1986 to deliver exceptional financial advisory and investment management services. Our founder, Jim Cook, laid the foundation for a wealth management firm that provides personalized financial services with an emphasis on open communication, collaboration, and participation that meets the unique needs of our clients. Our unwavering commitment to this vision remains our core strength for over 25 years.

 

Philosophy

The Austin National philosophy is consistent, simple, and effective. It starts with listening to understand your goals and expectations for your financial future. We then develop a plan to match those goals that becomes the working instrument for our relationship as we move forward. 

 

Team

We have built a seasoned team of advisors and client service professionals to deliver our exceptional wealth management services. The team includes senior advisors, CFP® practitioners, and licensed assistants who work together to provide financial planning, investment recommendations, and portfolio management services.
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Process

Austin National’s process-centric environment, from the initial introductory call and financial discovery to our quarterly planning reviews, has been fine-tuned and refined over our 25 years of practice. The hallmarks of our process are close attention to detail, crisp communication, and exceptional handling. These, combined with our experience, philosophy, and dedicated team members have produced award-winning customer service. 
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Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser.
Additional investment advisory services offered through ANFS, Inc., a registered investment adviser not affiliated with FSC Securities Corporation.
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