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For the past 25 years, James has helped clients define and achieve their financial and retirement goals and dreams. His mission is to continue to help clients create and grow wealth, protect and preserve their life savings and plan for the distribution of their estate in the most tax-efficient manner. His goal is for Texas Financial & Retirement to serve as the financial and retirement advisory practice and consumer advocate for Texas retirees and pre-retirees. James has held his insurance license since 1988 and in 2006 he passed the Series 65 securities exam to become an Investment Adviser Representative. James holds a bachelor’s degree from Stephen F. Austin State University in Huntsville and a master’s degree from Our Lady of the Lake
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Reviews

NT
Nan T.

03/12/2022

Provided by YP.com

James Holloway and team are the friendliest and most professional at what they do. The best place to invest your money in Tyler and always keep you updated on whats going on in the market today!

More Business Info

We Help You Meet Your Financial & Retirement Dreams!

BBB Rating
A+
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BBB Accredited businesses follow the BBB Code of Business Practices and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Services/Products
Tax management,Investment management, Retirement strategies, Estate conservation Insurance and annuity products
Payment method
cash, check
Neighborhood
Tanglewood
Accreditation

James Holloway has over 30 yrs experience working with retirees in various capacities.

Other Link

https://texasfinancialandretirement.com

Category
Financial Planning Consultants