Tejas Financial Advisors
Other - Laredo, TX, US
Tejas Financial Advisors Employees
Tejas Financial Advisors Details
At Tejas Financial Advisors, we work for clients providing them with comprehensive wealth management. We help them build, manage, protect, and transition their wealth. Our financial advisors assist our clients with their risk (insurance) management, as well as trust, estate, and fiduciary planning. Our team uses a disciplined process where we listen and get to know our clients—understand them. Their financial situation is carefully analyzed and a customized plan of action is developed. Next, working with our clients, we implement the plan using an approach that is independent, honest and even handed. Once implemented,our team monitors and evaluates the plan, making adjustments when necessary. We have experience, education, and training. We are careful, skillful, and passionate about what we do. Our clients are a diverse group, some of which are business owners, doctors, land owners, attorneys, and retirees. Our passion is to help you design and implement a plan for your money and investments using established investment strategies and products.Disclosures: This communication is strictly intended for individuals residing in the states of FL, OK, PA, TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC-or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org/ http://www.SIPC.org, a Registered Investment Adviser. Fixed Insurance products and services offered through CES Insurance Agency.Tejas Financial Adsivors, 121 Calle del Norte, Suite 103,Laredo,TX 78041. Tel 956.516.7775 Fax 956.435.0171 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html.
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