Financial Services
Retirement Planning Services
Investment Planning Services
College Planning Services
Financial Planning Services
Estate Planning Services
FalconVest financial services was established through a brokerage affiliate agreement between Falcon International Bank and Linsco Private Ledger (LPL), the nation’s leading independent source for financial services and investment advice. This agreement was established to fill the growing demand for quality investment and financial planning options.
Our advisors at FalconVest offer unbiased advice; meaningful, timely information and research; and easy access to the investments and services that best fit your circumstances.
With our comprehensive approach to estate planning we assess your insurance needs, savings and investment needs, and provide strategies for the preservation of wealth from generation to generation.
Estate Planning Services Available:
Will Planning
Trust Planning
Intergenerational Wealth Transfers
Charitable Giving
Family Limited Partnerships
For more information contact (956) 723-2265 ext. 1577 or fill out the form on our website by clicking on the link below.
Disclosure NoticeSecurities and Insurance Products Offered through Linsco/Private Ledger, Member NASD/SIPC
- Not FDIC insured
- Have no bank guarantee
- May lose value
- Not a deposit
- Not insured by any federal government agency
If you do not acknowledge this disclosure click here.
The Linsco/Private Ledger representatives associated with this site are registered to discuss and offer securites to residents of the following states: TX.
