Grow Your Money
The AB Financial Services team is focused on helping you pursue your financial goals. From planning to save for your retirement, to managing your financial portfolio, our team will work with you to develop a strategy that you are comfortable with as we work to help you seek your goals. If you are ready to work with our team to develop the strategy that works for you, please contact them using the contact information below.
Investment & Retirement Services We Offer
We tailor our services to meet your unique needs. We will have a discussion with you about the combination of services that will allow you to go after your financial goals. Our investment, retirement and wealth management services include:
- Retirement Planning
- Annuities
- Mutual Funds
- Stocks & Bonds
- Estate Planning
- College Funding
- Life Insurance
- Long Term Care Insurance
Our Investment Services Staff
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Contact MeSherrie Reynolds
VP/Financial Services Manager
Division: AB Financial Services
Phone: (903) 579-2644
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Contact MeGreg Wade
VP/Financial Services Advisor
Division: AB Financial Services
Phone: (903) 541-2052
Contact
Check the background of investment professionals associated with this site on FINRA’s Broker Check.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Austin Bank and AB Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using AB Financial Services, and may also be employees of Austin Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Austin Bank or AB Financial Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value