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

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We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*).

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.


Texas Coast Financial Services is an independent firm.  Securities offered through Cetera Advisor Networks LLC, Member FINRA, SIPC. Advisory services offered through Summit Financial Group, Inc. a Registered Investment Advisor.  Cetera and Summit are affiliated and under separate ownership from any other named entity.

This site is published for residents of the United States only.  Registered representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.  Not all of the products and services referenced on this site may be available in every state and through every representative listed.  For additional information, please contact the representative (s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com

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