Abacus Financial Strategies Email Formats

Financial Services • Houston, Texas, United States • 1-10 Employees

Key Contact at Abacus Financial Strategies

Susan Montgomery

Director Of Operations

Company overview

Headquarters	11 Greenway Plaza, Houston, Texas 77046, US
Phone number	+17133886789
Website	abacusstrategies.com
NAICS	52
SIC	628
Founded	2004
Employees	1-10
Socials

About Abacus Financial Strategies

Abacus Financial Strategies mission is to be the trusted advisor for all aspects of our clients’ financial needs. We take the time to develop a detailed understanding of each client’s individual situation, and goals. We help our clients make smart financial and investment decisions, and achieve confidence in having a secure financial future. -- Xin Wang is an agent 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, Xin Wang is a Financial Services Professional of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 11 Greenway Plaza - Suite 1458 Houston, TX 77046. (713) 388-6789. Xin Wang is not licensed in all jurisdictions. Neither Xin Wang 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. Abacus Financial Strategies, LLC is not owned or operated by New York Life Insurance Company or its affiliates.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Abacus Financial Strategies has never raised funding before.

Frequently asked questions

Abacus Financial Strategies is located in Houston, Texas, US.

You can reach Abacus Financial Strategies at +17133886789.

Abacus Financial Strategies was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

Abacus Financial Strategies has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Abacus Financial Strategies

Susan Montgomery

Director Of Operations

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