South Texas visits are coming in June! Book your appointment now!
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
Join us for breakfast (or just coffee) and friendship December 18th for our Client Appreciation Breakfast in Brownsville, TX.
Financial Advisor Jeremy Torgerson will be in south Texas for client appointments August 5 - 8, 2018. Book your appointment now - times fill up fast!
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!