1845 Wealth Management

Financial ServicesFinancial AdvisorFinancial consultantFinancial PlannerEdinburg, Texas

Contact

Address
410 South Jackson Road, Edinburg, Texas, 78539
Phone
(956) 300-0250
Website
1845wealth.com/

Business Hours

SundayClosed
Monday09:00am – 06:00pm
Tuesday09:00am – 06:00pm
Wednesday09:00am – 06:00pm
Thursday09:00am – 06:00pm
Friday09:00am – 06:00pm
SaturdayClosed

Description

Wealth Management is a trusted finance and financial advising firm serving TX, dedicated to helping individuals and families achieve their long-term financial goals. As experienced financial planners, they offer comprehensive investment services including bonds, common stock, treasury bills, government securities, and treasury notes to build diversified portfolios tailored to each client's needs. Their expertise extends to retirement planning with various IRA options including Traditional IRA, Roth IRA, SEP IRA, and SIMPLE IRA, along with Educational IRA accounts for future education funding.