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


Professional Resources

In the normal course of business, expertise beyond the scope of a financial advisor may be needed..  Please feel free to ask for a no obligation introduction to an experienced professional in the areas of tax planning and preparation, estate planning and family law, real estate or trust services.

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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