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Business Profile

Retirement Planning Services

Texas Financial and Retirement LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(903) 534-5477Write a Review

About

Overview

Texas Financial and Retirement LLC

2405 Oak Aly

Tyler, TX 75703-5814

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Find a Location

Texas Financial and Retirement LLC has 2 locations, listed below.

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    BBB Accreditation & Rating

    Texas Financial and Retirement LLC is BBB Accredited.

    BBB accredited business seal

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

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    About This Business

    BBB Accredited Since: 1/26/2004

    Years in Business: 37

    Products and Services

    Financial Advice, Insurance Products, Investment Advisory, Retirement Planning, Social Security Planning, Tax Guidance, Wealth Management

    Business Details

    Local BBB:
    BBB Serving Central East Texas
    BBB File Opened:
    4/16/1993
    Business Started:
    1/6/1989
    Business Incorporated:
    12/5/2000
    Type of Entity:
    Limited Liability Company (LLC)
    Business Management:
    Mr. James Ray Holloway, Owner
    Ms. Linda Holloway, Office Administrator

    Additional Contact Information

    Principal Contacts
    Mr. James Ray Holloway, Owner
    Customer Contacts
    Mr. James Ray Holloway, Owner
    Ms. Linda Holloway, Office Administrator
    Fax numbers
    Primary Fax: (903) 534-4667
    Social Media

    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 722881 for this business, issued by Texas Department of Insurance. The expiration date of this license is 5/31/2028.

    Texas Department of Insurance

    333 Guadalupe / PO Box 149104

    Austin TX 78714

    800-5784677

    Additional Information

    Other Resources
    State Securities Board
    1800 San Jacinto St, P O Box 13167
    Austin TX 78711
    Phone Number: (512) 305-8300
    Texas Department of Insurance
    333 Guadalupe / PO Box 149104
    Austin TX 78714
    Phone Number: (800) 578-4677
    www.texashealthoptions.com
    Texas Department of Savings and Mortgage Lending
    2601 N Lamar Suite 201
    Austin TX 78705
    Phone Number: (512) 475-1350
    http://www.sml.texas.gov
    Business Categories
    Retirement Planning Services, Financial Services, Tax Consultant, Consumer Finance Companies, Financial Planning Consultants, Life Insurance, Health Insurance, Investment Advisory Services, Financial Consultants, Investment Management, Estate Planning and Management, Insurance Consultant, Investment Security, Medicare Supplements, Long Term Care Insurance, Annuities, Social Security Services, Senior Insurance, Inheritance Funding Company

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