Best apps like HBKS Wealth Advisors

53+ similar apps compared and reviewed

4.5 avg rating
9 free apps
Updated August 2026

HBKS Wealth Advisors is great, but it's not the only option. Explore 53+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to HBKS Wealth Advisors

Ansel Health#3

Ansel Health by Ansel Health, Inc.

Supplemental Insurance
Worth Considering
💰 Finance
4.2(5 ratings)
Free
Ansel Health screenshot 1
Ansel Health screenshot 2
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Ansel Health screenshot 5

This app provides fast financial support for recovery from health issues. It allows users to easily file claims, manage payments, and set reminders for benefits. The goal is to prevent health hardships from causing financial difficulties.

More apps like HBKS Wealth Advisors

4
Beneflex-Erie
Beneflex-Erie
Beneflex-Erie
by Boetger & Associates, Inc.
Free

Manage your consumer-driven healthcare and other tax-favored benefit accounts in one place. View balances, transaction details, fund your HSA, and contact your administrator directly from your mobile device.

Manage benefit account balancesView recent transactionsFund HSA from external accounts
💰 Finance
(10)
free
5
Ruby Money- Taxes, handled
Ruby Money- Taxes, handled
Ruby Money- Taxes, handled
Write offs and quarterly taxes
Free

This app simplifies accounting for self-employed individuals. It helps track income and expenses, identify tax write-offs, and manage quarterly tax payments. Get organized financial reports and tax-ready documents with ease.

Smart bookkeeping for self-employedConnect bank and credit card accountsTrack self-employed income
💰 Finance
(71)
free
6
RetirePlan
RetirePlan
RetirePlan
by Keltin Enterprises
$4.99

This application helps users plan for retirement by answering key financial questions. It allows for detailed input of financial data, assumptions, and expenses to visualize retirement scenarios and assess their viability. Users can explore different variables with interactive sliders and access detailed reports and simulations.

Retirement financial planningInteractive data input and assumptionsVisual graph projections
💰 Finance
(122)
free with in-app purchases
7
Lake Shore Bank Mobile
Lake Shore Bank Mobile
Lake Shore Bank Mobile
by Lake Shore Savings Bank
Free

Manage your bank accounts, deposit checks, and make payments on the go. This app offers secure access to your financial information, allowing you to monitor balances, transfer funds, and pay bills with ease.

Account managementMobile check depositFund transfers
💰 Finance
(729)
free
8
WealthView
WealthView
WealthView
by Tamarac Inc.
Free

This app offers a comprehensive financial overview with an interactive dashboard and dynamic reports. It includes budgeting tools and a secure document vault, allowing users to manage their finances and connect with their financial advisor.

Interactive financial dashboardDynamic investment reportsBudgeting tools
💰 Finance
(13)
free
9
My MSD Cards
My MSD Cards
My MSD Cards
by Merck Sharp & Dohme Federal Credit Union
Free

Manage your credit card on the go with this app. View transactions, make payments, report lost or stolen cards, and set alerts. Secure access is provided through multi-factor authentication.

View transactionsMake paymentsReport lost/stolen cards
💰 Finance
(6)
free
10
RiverWood Bank
RiverWood Bank
RiverWood Bank
by RiverWood Bank
Free

Manage your finances on the go with this secure mobile banking app. Deposit checks, view balances, pay bills, transfer funds, and receive transaction alerts anytime, anywhere. Enjoy peace of mind with multiple layers of authentication for secure access to your accounts.

Deposit checksView account balancesPay bills
💰 Finance
(504)
free