Van M. Pearcy (RFC®), MBA
(432) 683-0000
2020 West Cuthbert Avenue
Midland, TX
Company
Van Pearcy Financial Services
Qualifications
Years of Experience: 23
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, Precious Metals, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, BuySell, Compensation Plans
Data Provided By:
Bryon Townsend, CFP
2950 N. Loop W., Ste 500
Houston, TX
Company
Title: Managing Director
Company: W.R. Anderson & Co
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
Univerversity of Houston, BBA-Finance
Years Experience
Years Experience: 16
Service
Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,Mortga
Data Provided By:
Daniel Goodwin
25511 Budde Rd
The Woodlands, TX
Company
Company: Goodwin Financial Group
Type
Investment Advisor Rep: Yes
Education
SHSU BS
Years Experience
Years Experience: 18
Service
Captive Insurance,High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,Fee Only Portfolio Management,Wealth Engineering,Pension for Highly Compensated Owne
Data Provided By:
Eugene A. Vallorani (RFC®), CHFC
(409) 840-6900
1391 Calder Street
Beaumont, TX
Company
Asset Growth Associates of Texas
Qualifications
Education: BA
Years of Experience: 35
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Stocks and Bonds, Mutual Funds, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Compensation Plans
Data Provided By:
Ray Courville (RFC®), LUTCF, RHU
(409) 860-7250
P O Box 5636
Beaumont, TX
Company
Retirement Concepts
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Charitable Planning, BuySell, Compensation Plans
Data Provided By: