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Business Profile

Financial Services

LoneStar Registered Investment Advisors PLLC

About

About This Business

LoneStar Wealth Management provides financial advisory services, including retirement planning, investment strategies, tax planning, and federal employee benefits. The company assists clients with income planning, legacy preservation, and Social Security optimization through workshops and personalized advising.

BBB Accredited Since: 10/17/2008

Years in Business: 25

Products and Services

Federal Employee Benefits Advisor, Financial Services, Income Planning, Investment Advising, Legacy Planning, Retirement Planning, Social Security Workshops, Tax Planning, VA Benefits Advisor, Wealth Management

Business Details

BBB File Opened:
9/29/2008
Business Started:
9/15/2001
Business Started Locally:
9/15/2001
Business Incorporated:
3/26/2007
Type of Entity:
Limited Liability Company (LLC)
Related Businesses:
Lone Star Wealth Management
Business Management:
Mr. Michael Byers, Managing Member
Mr. Mark Groom, Investment Representative
Mr. Lee Fortenberry
Ms. Maria Richburg, Operations Manager

Additional Contact Information

Principal Contacts
Mr. Michael Byers, Managing Member
Customer Contacts
Mr. Michael Byers, Managing Member
Ms. Maria Richburg, Operations Manager
Additional Email Addresses
Primary: Email this Business
Additional Websites
myalliancefinancial.com/
Social Media
Facebook

Additional Information

Other Resources
FINRA - Financial Industry Regulatory Authority
1700 K Street, NW
Washington DC 20006
U.S. Securities and Exchange Commission
100 F Street, NE
Washington DC 20549
Phone Number: (202) 551-6551
https://www.sec.gov/

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