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Our Firm

Our Firm

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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Our Services

Our Services

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Our Approach

Our Approach

We strive to build long-lasting relationships with our clients, offering education and guidance.

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Our Team

Our Team

Each member has a vital role to helping our clients maneuver through a complex financial services world.

Ev Hurley

Ev Hurley

Administrative Assistant - Client Relationship Manager

(713) 690-7210

(713) 690-9151

Learning Center

Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.
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Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.
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