Skip to main content

P  (713) 667-4884
F  (713) 893-4457
info@parkplacefinancial.co

   

 

Securities and investment advisory services offered through Sagepoint Financial, Inc. (SPF) member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. This communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, IL, LA, NY, OH, TX, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.
menu
  • Home
  • About
    • Team
  • What We Do
    • Retirement Planning
    • Income Tax Planning
    • Investment Planning
    • Healthcare Planning
  • News
    • Blog
    • Events
    • Resources
    • Disclosures
  • Account Access
  • Contact Us

  • Learn More Contact Us

Disclosures

Sagepoint – ADV Part 2A | Ameriflex - ADV Part 2A

Christopher J. Maurer — ADV Part 2B | Malcolm B. Pfeinninger - ADV Part 2B

 

Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Legal advice provided by Christopher J. Maurer. 6750 West Loop S, Suite 825, Bellaire, Texas 77401 (713) 667-4884.

Ready to get started? Get in touch today!

Office

6750 West Loop South, Suite 825
Bellaire, TX 77401

Contact Info

P  (713) 667-4884
F  (713) 893-4457
info@parkplacefinancial.co

   

 

Securities and investment advisory services offered through Sagepoint Financial, Inc. (SPF) member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. This communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, IL, LA, NY, OH, TX, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Get In Touch

Securities and investment advisory services offered through Sagepoint Financial, Inc. (SPF) member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. This communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, IL, LA, NY, OH, TX, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

© 2020 Park Place Financial All rights reserved.