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About

About This Business

As a fee only and fully independent Registered Investment Advisor, we provide customized investment management services based on your comfort level with risk and long-term objectives:
-Tax-efficient investment strategies for high net-worth investors
-Independent and objective investment research and advice
-Strategies for non-qualified and incentive stock options
-Investment recommendations for executive-deferred compensation plans that complement other investment -accounts
-Retirement income planning
-Coordination of services with your tax and legal advisors
-Wealth Management

BBB Accredited Since: 10/30/2010

Years in Business: 30

Photos and Videos

Business Details

BBB File Opened:
11/4/2010
Business Started:
11/1/1994
Type of Entity:
Corporation
Business Management:
Mr. Matthew Goff, Founder/CEO
Mr. Nick Lyons, Financial Advisor
Mr. Rick Peterson, Financial Advisor

Additional Contact Information

Principal Contacts
Mr. Matthew Goff, Founder/CEO
Customer Contacts
Mr. Matthew Goff, Founder/CEO
Fax numbers
Primary Fax: (713) 728-4884

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.

Additional Information

Other Resources
Financial Industry Regulation Authority (FINRA)
1735 K Street
Washington DC 20006
Phone Number: 301-590-6500
http://www.finra.org/

More Resources

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