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Texas Financial Advisory

Texas Financial Advisory

Financial ServicesFlag of USSan Antonio, Texas, United States1-10 Employees

Company overview

Headquarters20650 Stone Oak Pkwy, Suite 100, San Antonio, Texas 78258, US
Website
NAICS52
Keywords
Wealth Preservation, Business Succession Planning, Income Planning, Asset Management, Retirement Planning, Estate Planning, Tax Management, Charitable Giving, Investment Strategies, Tax Strategies
Founded2008
Employees1-10

Key Contact at Texas Financial Advisory

Flag of US

Brooklynn Chandler Willy

Ceo, Founder

About Texas Financial Advisory

Texas Financial Advisory is an 𝒊𝒏𝒅𝒆𝒑𝒆𝒏𝒅𝒆𝒏𝒕 financial advisory firm serving clients throughout Texas. With many years specializing in the needs of 𝐩𝐫𝐞-𝐫𝐞𝐭𝐢𝐫𝐞𝐞𝐬 𝐚𝐧𝐝 𝐫𝐞𝐭𝐢𝐫𝐞𝐞𝐬, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. We believe the cornerstone to wealth accumulation is 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗽𝗿𝗲𝘀𝗲𝗿𝘃𝗮𝘁𝗶𝗼𝗻.💯 It is important that we can provide you with accurate and helpful information. Our firm specializes in choices for investors who are searching for an alternative to buy and hold strategies. We work with you to provide 𝐩𝐫𝐨𝐯𝐞𝐧 𝐚𝐩𝐩𝐫𝐨𝐚𝐜𝐡𝐞𝐬 designed to help you reach your financial goals. By building a strategic foundation, we can focus on creating a 𝘀𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝗲 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗶𝗻𝗰𝗼𝗺𝗲 𝗽𝗹𝗮𝗻 that will protect your lifestyle from the unexpected. CONTACT US: Office: 210-530-1292 / Email: info@texasfinancialadvisory.com https://linktr.ee/texasfinancialadvisory Investment advisory services offered through Queen B Advisors, LLC, a Registered Investment Advisor, which does business as (d/b/a) Texas Financial Advisory. Insurance products, tax preparation services, and estate planning services are offered through Texas Insurance Advisory, Texas Tax Advisory, and Texas Estate Advisory, respectively, all of which also do business as Texas Financial Advisory. Insurance products, tax preparation, and estate planning are offered separate from investment advisory services. Neither Queen B Advisors nor Texas Financial Advisory offer tax or legal advice.

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Texas Financial Advisory revenue & valuation

Annual revenue$855,550
Revenue per employee$86,000
Estimated valuation?$2,800,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Texas Financial Advisory has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Texas Financial Advisory has never raised funding before.

Texas Financial Advisory Tech Stack

Discover the technologies and tools that power Texas Financial Advisory's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

Awesomplete

Awesomplete

Search engines

WP Rocket

WP Rocket

Caching

Swiper

Swiper

JavaScript libraries

Google Maps

Google Maps

Maps

Wistia

Wistia

Video players

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Frequently asked questions

Texas Financial Advisory is located in San Antonio, Texas, US.
Texas Financial Advisory was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.
Texas Financial Advisory has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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