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. At Cresta Advisors, they use advanced technologies to help you properly identify your risk profile, illustrate your investment performance, and track your financial goal progress. 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' has 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 work together with them helps simplify the complexities of your economic life by concentrating on maintaining your wealth in a systematic way for the long term. They have the financial tools to help their clients to build, manage, protect, and transition their wealth. Call them to set up an appointment.
SPECIALTY:
Retirement, Business and Estate Planning, Asset Allocation, Alternative Investments, Wealth Strategies, Risk Management, Wealth Accumulation & Tax Planning
TBR® Inspection Report:
PRIMERICA
6017 Mcpherson Road, Suite a, Laredo, TX 78041 DIRECTIONS
Since 2008
Here’s The Deal:
Primerica is the largest independent financial services marketing organization in North America. They take an educational approach and offer financial tools to help their clients reach their goals. Their representative can serve you to get those risks and guide you to mutual funds that match your investment objectives. They protect families' financial futures by offering affordable term life insurance. 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