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South Texas In-Person Appointments

South Texas visits are coming in June! Book your appointment now!

June 22nd, 2019|Tags: , , , , , , , , |

Client Reminder: In-Person Appointments in Texas June 22-26

A quick reminder to our clients in Texas that we will be in San Antonio, Corpus Christi, and the lower RGV for in-person client appointments from Saturday, June 22 through Wednesday, June 26.  We don't plan to be back in the RGV for in-person meetings until November or December, so if you want some face-time

Client Appreciation Breakfast | RGV

Join us for breakfast (or just coffee) and friendship December 18th for our Client Appreciation Breakfast in Brownsville, TX.

December 18th, 2018|Tags: , , , , , , |

RGV Texas Client Appointment Times

Financial Advisor Jeremy Torgerson will be in south Texas for client appointments August 5 - 8, 2018. Book your appointment now - times fill up fast!

August 5th, 2018|Tags: , , , |

nVest 2nd Quarter’s Financial Focus: Wills, Trusts & Beneficiaries

Every client needs to watch this most important webinar about wills, trusts, powers of attorney, and beneficiaries. It's fast and free and it's our Q2 Focus!

May 1st, 2018|Tags: , , , , , , |
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