Office Locations
McAllen, Texas Office
By appointment only
1400 N. McColl Rd., Suite 204-A
McAllen, TX, 78501Austin, Texas Office
13740 Research Blvd., J-3
Austin, TX, 78750
(512) 258-0609
Securities and advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC
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Second Opinion Service
For many people, these are extremely challenging times. Many individuals are not sure that they are going to be as financially secure as they had expected. They hear conflicting opinions and get incompatible counsel.
We offer a service to help you see through the noise of the marketplace so that you can make informed decisions. We call it our Second Opinion Service.
If this service indicates that you are accomplishing your objectives, we will tell you. If we see an opportunity for us to have a significant impact on your financial future, we will describe how that might be accomplished.
It’s free, there is no obligation and it could make a difference in your financial future.
To learn more about our Second Opinion Service, you may call us at (956) 686-9551, email us at wcoffman@coffmancompany.com or use the form below.