FalconVest financial services was established through a brokerage affiliate agreement between Falcon International Bank, AC Financial and LPL Financial, one of 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.

We can help you design an investment strategy to help you meet all of your retirement goals by setting up tax free and tax deferred retirement accounts.

Retirement Planning Services Available

Individual Accounts

  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs 
  • Rollover IRAs
  • Annuities

Corporate Accounts

  • 401(k) Plans
  • Money Sharing Plans 
  • Defined Contribution Plans
  • Defined Benefit Plans
  • Executive Compensation

For more information call (956) 723-2265 or fill out the form on our website by clicking on the link below.

Disclosure Notice

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

If you acknowledge this disclosure click here. Please fill out the form and someone will get back to you promptly.

If you do not acknowledge this disclosure click here.

The LPL Financial representatives associated with this site are registered to discuss and offer securites to residents of the following states: TX.