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Financial Planning

Our financial services professionals have shared a commitment to excellence since 1951.

We know how important it is to get to know you and your unique financial goals.

We offer premier financial solutions to meet the increasing challenges associated with professional fiduciary services and sound portfolio management. Our focus is guided by your individual, family, and business goals. Your team at Extraco Wealth & Trust will help you find the right mix of services and solutions.

Our Expertise

  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange-Traded Funds
  • Individual Retirement Accounts (IRA) Plans
  • 401(k) or 403(b)(7) Plans
It Takes a Team | Extraco Wealth & Trust
Why You Should Hire an Investment Professional
What is a Trust?
What is a Fiduciary?
What Can Be Managed With a Trust?
Customized Asset Management

We look forward to discussing our broad range of services and the opportunity to serve you.

Our advisors are located in Central Texas, but have a world-wide footprint.

Find an Advisor

Important Disclosures and Information

  • Extraco Banks is a Member FDIC
  • SECURITIES ARE NOT FDIC OR GOVERNMENT AGENCY INSURED | NO BANK GUARANTEE | MAY LOSE VALUE | NOT A BANK DEPOSIT | SUBJECT TO RISK