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About

About This Business

Financial advisory firm.

BBB Accredited Since: 12/9/2009

Years in Business: 42

Products and Services

Retirement Planning, Wealth Management, Life Stage Planning, Insurance, Long-Term Care, and Disability

Business Details

Local BBB:
BBB of Amarillo
BBB File Opened:
6/9/2003
Business Started:
7/18/1983
Business Started Locally:
7/18/1983
Business Incorporated:
7/18/1983
Type of Entity:
Corporation

Additional Contact Information

Principal Contacts
Mr. Dale Buckner, President
Customer Contacts
Mr. Dale Buckner, President
Teresa Roop, Executive Assistant
A.J. Stamps, Communications Director
Rachelle Castleberry
Fax numbers
Primary Fax: (806) 358-8050

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 639076 for this business, issued by Texas Department of Insurance. The expiration date of this license is 11/30/2026.

Texas Department of Insurance

333 Guadalupe

Austin TX 78701

Additional Information

Other Resources
Texas Department of Insurance
333 Guadalupe
Austin TX 78701
Phone Number: (800) 578-4677
https://www.tdi.texas.gov/

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