2. Financial Advisor Dallas:
CRIS Financial
If you are interested in meeting with a financial advisor
in Dallas, Fort Worth or anywhere in the DFW area, CRIS
Financial welcomes your call. We are an experienced
financial services firm with more than two decades of
experience helping independent investors manage their
portfolios and other financial plans.
3. What does a financial advisor do?
Every advisor is different, but at CRIS Financial, our
specialty is developing customized financial programs for
the average conservative investor. Part of our service is
educating our clients, so that they can feel more confident
in the financial decisions they make regarding:
Retirement income planning
Tax management
Investment management
Retirement strategies
Estate conservation
Insurance and Annuity products
IRAs and IRA rollovers
401K rollover
4. What are our qualifications?
CRIS Financial has not one financial advisor in Dallas, but two, and
both are highly qualified to serve you. Both of our advisors have a
wide range of personal and professional experiences that qualify
them to assist with financial planning and investments. Those
advisors are:
John W. Glowacz
Series 6 and 63 Securities License
General Lines Property and Casualty License
Registered Investment Advisor
Host of Safe Money Radio
Jim Donewald
Series 65 Registered Investment Advisors License
Licensed life insurance agent
Long term care and medical supplements specialist
5. Both John and Jim are conservative financial advisors who
specialize in safe investment alternatives for low risk tolerance
investors like you. Even if you are a seasoned investor, they can
help you add value to your portfolio and reinforce the path you
are taking toward a more secure future.
CRIS Financial is more than capable of providing you solid
financial advice; why would you contact another financial
advisor in Dallas? Call CRIS Financial today to schedule an
appointment with John or Jim, using the contact information
below.
Call a reliable financial advisor in Dallas today! CRIS Financial can
be reached at (281) 391-7608, or
E-mail: info@CRISfinancial.com
