HAP Nielsen Investments

At ClearVista Financial, we are your trusted partner for transforming lives through aligned values and finances. As your premier financial planner in Waco, TX, we take pride in helping clients in retirement planning based on biblical, financial principles. With our expertise and experience guidance, youll develop a clear picture making wise investments and saving for your future. We offer a customized approach to tax strategies, debt counseling, retirement planning, and more. You can rest assured well work hard to build a trusted, long-term relationship with you so that we can help you reach your goals and spend life well. Contact us to schedule a no-obligation consultation.

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy