LocationsClear Vista2026-09-11T18:40:25+00:00

Locations

Trusted Guidance, Anywhere

In-Person or Virtual, We’re Here to Help

Based in Texas and serving clients wherever they are, ClearVista Financial offers both in-person and virtual planning experiences designed around your needs. No matter how you choose to connect, you’ll receive personalized guidance, comprehensive financial planning, and a trusted partnership focused on helping you build and protect the future you envision.

Waco, TX

2410 Wycon Dr.
Suite 204
Waco TX, 76712

Temple, TX

2401 South 31st St.
Temple, TX 76508
Located Inside Scott and White Employees Credit Union

Austin, TX

6012 West William Cannon Dr.
Suite A101
Austin, TX 78749

621 West St. Johns Ave.
Austin, TX 78752
Located Inside Texas DPS Credit Union

Brownwood, TX

1602 Austin Ave.
Brownwood, TX 76801

Located Inside First Central Credit Union

Virtual

Enjoy the same personalized guidance and trusted relationship wherever you are.

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(800) 491-4508
info@clearvistafinancial.com

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Waco

2410 Wycon Dr., Suite 204
Waco TX, 76712

Austin

6012 West William Cannon Dr., Suite A101
Austin, TX 78749

621 West St. Johns Ave.
Austin, TX 78752
Located Inside Texas DPS Credit Union

Temple

2401 South 31st St.
Temple, TX 76508
Located Inside Scott and White Employees Credit Union

Brownwood

1602 Austin Ave.
Brownwood, TX 76801
Located Inside First Central Credit Union

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. ClearVista Financial and Cambridge are not affiliated. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

Cambridge Form CRS (Customer Relationship Summary)

ClearVista Financial provides personalized wealth management, retirement planning, and investment guidance built on integrity, wisdom, and long-term financial stewardship.