Contact Us2024-05-16T20:19:04+00:00

Contact Us

We help our clients to pay as little tax as possible and to not outlive their money. How best to accomplish these goals is different for each of us and depends upon our unique circumstances. Let’s schedule a time to visit and talk about developing a plan to achieve your preferred outcome!

Federal tax laws are complex and subject to change. This information is not intended to be a substitute for specific individualized tax or legal advice. Neither Kestra Investment Services, LLC, nor its registered representatives, offer tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

Contact Info

6750 West Loop South, Suite 825
Bellaire, TX 77401

[email protected]
P: (713) 667-4884
F: (713) 893-4457

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Park Place Financial and any other entity listed herein are not affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdiction in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5KESTRA. (844-553-7872).

Any web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.