Financial Planning Services
FalconVest financial services was established through a brokerage affiliate agreement between Falcon International Bank and LPL Financial, 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 financial planning we assess your insurance needs, savings and investment needs, and provide strategies for the transfer of wealth.
Our Financial Planning Services Include:
Business Succession Planning
For more information call (956) 723-2265 ext. 1577 or fill out the form on our website by clicking on the link below.
Securities and Insurance products offered through LPL Financial and its affiliates.
- Not FDIC insured
- Have no bank guarantee
- May lose value
- Not a deposit
- Not insured by any federal government agency
The LPL Financial representatives associated with this site are registered to discuss and offer securites to residents of the following states: TX.