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        General Info
        *Bob Frater, CFP® *Christopher M. Brown, CFP® *Robert H. Hampton, CFP® *N. Rich Welsh, CFP® *Richard Hollis MBA Securities offered through SagePoint Financial, Inc., member FINRA/SIPC. Investment advisory services offered through Houston Asset Management, Inc., a registered investment advisor not affilitated with SagePoint Financial, Inc. Fixed and/or traditional insurance services offered through Investment Marketing Resources, LP, a company not affiliated with SagePoint Financial or registered as an investment advisor. N. Rich Welsh offers investment advisroy services through SagePoint Financial, Inc., a registered investment advisor.
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        TollFree: (800) 720-7526

        Services/Products
        <p>We provide comprehensive financial planning services and investment management programs to individuals, businesses, pensions and profit sharing plans, trusts and estates, and charitable organizations. Whether you are in the process of building your wealth, nearing retirement, living in retirement, or preparing wealth transfers, we can customize our services to incorporate your personal goals and financial objectives.</p>.
        Payment method
        amex, discover, master card, visa
        Location
        San Felipe & 610 Loop
        Neighborhoods
        Astrodome, Southwest Houston
        Other Link

        http://www.houstonassetmgmt.com

        Other Emails

        Categories
        Financial Planners, Financial Planning Consultants, Investment Advisory Service

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        Details

        Phone: (713) 629-1534

        Address: 1800 West Loop S Ste 1980, Houston, TX 77027

        Website: http://www.houstonassetmgmt.com

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