Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Find local businesses
Share
Business Profile

Financial Services

Rise Financial Planning
BBB Accredited BusinessA+Rated by BBB
Visit Website(903) 509-2289Write a Review

About

Overview

Rise Financial Planning

6633 Oak Hill Blvd Ste 100

Tyler, TX 75703-0775

View Service Area
See Hours
Operating Hours
8:00 AM - 4:00 PM
8:00 AM - 4:00 PM
8:00 AM - 4:00 PM
8:00 AM - 4:00 PM
8:00 AM - 4:00 PM
Closed
Closed

BBB Accreditation & Rating

Rise Financial Planning is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

Join Trusted Businesses

Become BBB Accredited

About This Business

Income Portfolio Strategies provides financial advisory services, including retirement planning, investment planning, insurance planning, estate planning, and tax planning. The company assists clients with developing comprehensive financial strategies through research-based approaches and tailored planning tools.

BBB Accredited Since: 2/11/2010

Years in Business: 28

Products and Services

Estate Planning, Insurance Planning, Investment Planning, Retirement Planning, Small Business Retirement Plans, Tax Planning

Photos and Videos

  • image description not provided by submitter

Business Details

Local BBB:
BBB Serving Central East Texas
BBB File Opened:
2/6/2007
Business Started:
5/1/1998
Business Started Locally:
5/1/1998
Business Incorporated:
1/1/2002
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
LaSalle St Securities LLC
IPS
LaSalle St. Investment Advisors LLC
Business Management:
Mr. Eric Fox, Partner

Additional Contact Information

Principal Contacts
Mrs. Erin Ortiz, Account Service Manager
Customer Contacts
Mrs. Erin Ortiz, Account Service Manager
Ms. Debbie Vinson, Client Service Manager
Fax numbers
Primary Fax: (903) 509-2287

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

Business Categories
Financial Services, Financial Planning Consultants, Retirement Planning Services, Mutual Funds, Wealth Management, Fee Only Financial Advisor

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.