Planning Your Future

It is important to feel you have control over your future. At Budnick Wealth Management and Insurance Services, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

If you would like to learn more about Budnick Wealth Management and Insurance Services or would like to schedule a no-obligation meeting, please contact us today!

Round Rock Office

106 S. Harris St.
Suite 236
Round Rock, Texas 78664

Phone: 512.561.1000
Fax: 818.441.5423


Burbank Office

2600 W. Olive Ave.
Fifth Floor
Burbank, CA 91505

Phone: 818.839.6600
Fax: 818.441.5423


Schedule Your Meeting

To schedule a time to discuss your financial future and see where you are on your financial journey , fill out the form below:

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