1. TX
  2. Longview
  3. Investment Bank

BeMoneySmart

 
1800 Judson Road Suite 300
Longview, TX 75605
(903) 757-6283
investment bank
www.bemoneysmart.com
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Today: 9:00 AM to 6:00 PM
BeMoneySmart My mission is to get to know and understand your needs, wants, and long-term goals. I want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. I understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. My commitment is to utilize all of our resources to help you pursue your goals.
Mon 9:00 AM to 6:00 PM
Tue 9:00 AM to 6:00 PM
Wed 9:00 AM to 6:00 PM
Thu 9:00 AM to 6:00 PM
Fri 9:00 AM to 6:00 PM
Sat Closed
Sun Closed

Products and Services

Investment Management
Investment Risk Analysis
Retirement Planning
Income Distribution
401(k) and 403(b) Planning
Education Planning
Estate Planning Strategies
Money Purchasing Plans
Profit Sharing Plans
Insurance Planning
Cash Flow Management

Mutual Funds, Fixed Annuities, Fixed Indexed Annuities, Variable Annuities, Certificates of Deposit, Disability Income Insurance, Life Insurance, Long-Term-Care Insurance, Hybrid Long Term Care Insurance, Buy/Sell Insurance, Key Person Insurance, Traditional, Roth, SEP, and Simple IRAs

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