Bryon Townsend, CFP2950 N. Loop W., Ste 500 Houston, TX Bryon Townsend, CFP 2950 N. Loop W., Ste 500 Houston, TX
Company Title: Managing Director Company: W.R. Anderson & Co Type Investment Advisor Rep: Yes Registered Investor: Yes Education Univerversity of Houston, BBA-Finance Years Experience Years Experience: 16 Service Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,Mortga
Ben Keel Jr ThD RHU REBC RFC & Ben Keel III CFP(R) ChFC CFEd CLU800 Avenue C Katy, TX Ben Keel Jr ThD RHU REBC RFC & Ben Keel III CFP(R) ChFC CFEd CLU 800 Avenue C Katy, TX
Company Company: Financial & Insurance Consultants Type Investment Advisor Rep: Yes Registered Investor: Yes Years Experience Years Experience: 24 Service Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Fee Only Portfolio Management,High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distri
Charles Geraci12721 Sawmill Road The Woodlands, TX Charles Geraci 12721 Sawmill Road The Woodlands, TX
Company Title: Principle Company: C. Geraci & Company Type Investment Advisor Rep: Yes Registered Investor: Yes Education University of Texas (1975) Years Experience Years Experience: 20+ Service Portfolio Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Disability Insurance,Retirement Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Fee Only Portfolio Management,Pension for Highly Compensated Owners,Stock Market Alternative,Alternative Investments,Annuities,Alternative Asset Class Pl
Jeremy Monte106 East Sixth Street Austin, TX Jeremy Monte 106 East Sixth Street Austin, TX
Company Title: JD Company: Harbor Capital Advisory Services, Inc Service Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Hourly Financial Planning Engagements,Portfolio Engineering,Pension for Highly Compensated Owners,Income for Life/ Preserve Principal,Alternative Investments,Annuities,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee Only Portfolio Management,High Yield Bank Accoun
Greg Salley & Associates, PC (512) 328-4585
5900 Southwest Parkway Bldg 4 Ste 400 Austin, TX
Roger Asel5485 Belt Line Dallas, TX Roger Asel 5485 Belt Line Dallas, TX
Company Company: Certified Financial Strategies Corp. Type Registered Investor: Yes Education SMU - BBA Major in Accounting Years Experience Years Experience: 30 Service 401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Retirement Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Individual Income Tax Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retiremen
Michael J. Fitzgerald, CPA/PFS, CFP(R), MST2500 City West Boulevard Houston, TX Michael J. Fitzgerald, CPA/PFS, CFP(R), MST 2500 City West Boulevard Houston, TX
Company Title: Retirement Planning Texas - President Company: Retirement Planning Texas - Fitzgerald Financial Partners, LLC Type Investment Advisor Rep: Yes Registered Investor: Yes Education Texas A&M University - Masters of Tax Consulting Texas A&M Univeristy - Bachelors of Business Administration - Accounting Blinn College - Associate of Science - Accounting Years Experience Years Experience: 10 Service Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Portfolio Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,Fee Only Portfolio Management,Pension for High
Ray Lott2700 Post Oak Blvd Houston, TX Ray Lott 2700 Post Oak Blvd Houston, TX
Company Title: Financial Advisor Company: Wells Fargo Advisors, LLC Education Bachelor of Science in Business Management Service Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Portfolio Engineering,401k Rollover From Employer,CD Alternative,Disability Insurance,Retirement Planning,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Captive Insurance,Pension for Highly Compensated Owners,Income for Life/ Preserve Prin
Kris Maksimovich18170 Dallas Pkwy. Dallas, TX Kris Maksimovich 18170 Dallas Pkwy. Dallas, TX
Company Title: President Company: Global Wealth Advisors Type Investment Advisor Rep: Yes Registered Investor: Yes Education Missouri State/Finance University of TX/Finance Texas Tech/Finance Years Experience Years Experience: 25 Service Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies
Ilan Cuellar3730 Kirby Drive Houston, TX Ilan Cuellar 3730 Kirby Drive Houston, TX
Company Title: Financial Advisor Company: LPL Financial, Member FINRA/SIPC Type Investment Advisor Rep: Yes Registered Investor: Yes Service Portfolio Engineering,High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Medicaid,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Captive Insurance,Life Settlements,Pension for Highly Compensated Owners,Stock Market Alternat
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