Wes Young & Associates

Financial Services - Austin, TX, US

Wes Young & Associates Employees
Preston Neumann

Associate Financial Advisor

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Stephanie McKinney

Director of Financial Strategies

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Wes Young & Associates Senior Management
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Wes Young & Associates Details

While there may be hundreds of great planning strategies, there are only a handful that are relevant to personally where you are and what you are trying to accomplish in a given season of your life. That's why our custom approach to planning begins by spending time asking questions about where you are financially and the types of things that are important to you specifically. Once we have this clarity, we are able to identify and discuss the areas of planning that we specialize in that may be most valuable to accomplishing your goals. Once we are clear regarding the areas of planning that resonate with you, we spend time providing you the context you need to choose the best path in each of those areas. Finally, we coordinate the execution and ongoing management of the agreed upon direction that makes sense in your situation.Wes Young and Silas Parker are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Additionally, Wes Young and Silas Parker are Financial Services Professionals of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 6200 Bridge Point Pkwy., Building IV, Suite 300, Austin, TX 78730, (512) 329-4286. Wes Young and Silas Parker are not licensed in all jurisdictions. Neither Wes Young & Assoc. nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Wes Young & Associates is not owned or operated by New York Life Insurance Company or its affiliates.

Wes Young & Associates logo, Wes Young & Associates contact details
Website: wesleyyoung.com
Employees: 5 - 9
HQ: 512-329-4286
Location: Austin, TX, US
Revenue: Not Available
Asset Protection Business Succession Planning Protection Planning/ Family Security Estate Planning Legacy Planning Retirement Planning Business Succession Planning
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