Helping individuals, families and small businesses create, grow and preserve wealth since 1995.

Our Services

Investment Management

Objective advice on how best position assets to achieve your goals. With traditional brokerage services and fee-based investment management, there are a variety of ways available to manage your financial assets for you and your family. You can be as involved in making decisions as you feel comfortable.

Financial Planning Services

Utilizing financial calculators and projections, we can work together toward accomplishing your goals. If you are making decisions about having income now, how to retire with dignity, getting your affairs in order, saving for college or managing debt we can help you make a wise decision to proceed with living your life confident in your decision.

Insurance and Annuities

Variable and Fixed Annuities, Life insurance, Long-term care Insurance.

 

Texas Coast Financial Services is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA, SIPC. Advisory services offered through Summit Financial Group, Inc. a Registered Investment Advisor.The Representative associated with this site is registered to conduct business in the following states: TX.

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