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.
For a strong foundation, long-term growth potential, diversification and professional management we offer fee –based asset management, which allows us to share a common goal — to grow the value of your assets. Commission-based brokerage accounts are also available for investors preferring this manner of investing.
Our Investment Planning Services include:
Asset Allocation
Diversification
Risk Assessment
Tax Consequences
Portfolio Strategies
For more information contact (956) 723-2265 ext. 1577 or fill out the form on our website by clicking on the link below.
Disclosure Notice
Securities 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.
