


Texas Financial Advisory
Financial Services • San Antonio, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 20650 Stone Oak Pkwy, Suite 100, San Antonio, Texas 78258, US |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Preservation, Business Succession Planning, Income Planning, Asset Management, Retirement Planning, Estate Planning, Tax Management, Charitable Giving, Investment Strategies, Tax Strategies |
| Founded | 2008 |
| Employees | 1-10 |
Key Contact at Texas Financial Advisory
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.
Texas Financial Advisory revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
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Employees
Employees by Department
Texas Financial Advisory has 1 employees across 1 departments.
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Funding Data
Texas Financial Advisory has never raised funding before.
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