CRESTA ADVISORS
2019 East Del Mar Boulevard, Suite 100, Laredo, TX 78041 Directions
Since 2013
Here’s The Deal:
"Cresta Advisors is an investment advisory firm that guides investors in identifying and achieving their financial goals. As experienced investment professionals, they embrace the responsibility of making investment decisions for their customers within their pre-established profiles. They provide financial services; their customer base includes individuals, institutions, business owners, working professionals, and high net worth, families. They guide investors in achieving their financial goals by implementing a disciplined and simplified goals-based wealth management approach."
SPECIALTY:
Exchange-Traded Funds, Mutual Funds, Asset Allocation Strategies, Portfolio, Wealth and Investment Management, Stock, Bonds, Financial & College Savings Planning
TBR® Inspection Report:
TEJAS FINANCIAL ADVISORS
121 Calle del Norte, Suite 103, Laredo, TX 78041 Directions
Since 2017
Here’s The Deal:
" Tejas Financial Advisors is situated in Laredo, Texas. They have a team of advanced planning specialists who can help them provide you the best possible service. They offer a complete process for handling your financial life and planning a long-term plan customized to your requirements. They are working together with them helps simplify the complexities of your financial life by concentrating on maintaining your wealth in a systematic way for the long term."
SPECIALTY:
Retirement, Business and Estate Planning, Asset Allocation, Alternative Investments, Wealth Strategies, Risk Management, Wealth Accumulation & Tax Planning
TBR® Inspection Report:
PRIMERICA
417 Shiloh Drive, Laredo, TX 78045 Directions
Since 2008
Here’s The Deal:
"Primerica is located in Laredo, TX. Angie Guerra is the Regional Vice-President. Their representative can serve you to get those risks and guide you to mutual funds that match your investment objectives. They have only offered term life insurance as part of their dedication to only market products that are right for the customer."
SPECIALTY:
Fixed Indexed and Variable Annuities, Risk Tolerance, Exchange Traded Funds, Term Life Insurance, 403B, 401K and 457B Plan, Employer-Sponsored and Individual Retirement Plans, Investments & Savings Planning