CIS Wealth Management Group

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Today: 8:00 am - 5:00 pm

Tomorrow: 8:00 am - 5:00 pm

31 Years

in Business

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General Info: CIS Wealth Management Group is a full-service advisory, financial planning, and investment management firm of experienced professionals. We use a comprehensive team approach consisting of Registered Investment Advisors and financial planners, and partner with CPAs and attorneys all focused on understanding our clients total financial and wealth management needs, wants, goals and dreams. The founders, Bob and Rachael Barber, started in business in 1984. CIS is one of the oldest and largest independent Wealth Management Firms started and headquartered in New Braunfels, Texas. CIS Wealth Management Group has both experienced and young talent to carry the firm far into the future to serve the needs of its present clients, as well as the needs of their children and grandchildren for many generations to come, in Texas and across the United States.
Email: Email Business
Services/Products: Financial Planning, Investment Management, Retirement Planning, Tax Planning, Risk Management, Estate and Inheritance Planning, Multi-generational Planning, Planned Giving
Location: Corner of loop 337 and Ridge Hill Drive in New Braunfels, TX.
Neighborhood: Mission Oaks
Other Link: CIS Wealth Website
Categories: Investment Securities, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services