Womack Investment Advisers - A Investment Advisers - PowerPoint PPT Presentation

About This Presentation
Title:

Womack Investment Advisers - A Investment Advisers

Description:

Womack Investment Advisers was founded in 2000. Led by Principal & President, Greg Womack, the company has built a reputation on its non-traditional way to approach future planning and investing. The company is an independent registered investment advisor in Texas, Oklahoma, Illinois, and California. With a reputation for excellence, Womack Investment Advisers has helped clients for over twenty years and engages in its own research and customized financial planning to serve its clients. – PowerPoint PPT presentation

Number of Views:0
Slides: 9
Provided by: womackinvestment
Category: Other
Tags:

less

Transcript and Presenter's Notes

Title: Womack Investment Advisers - A Investment Advisers


1
Womack Investment Advisers
A INVESTMENT ADVISERS
2
AN INDEPENDENT
GROUP
Womack Investment Advisers
(WIA), established in 2000, helps
clients seek financial security and establish
future planning, all the while protecting
assets. As an independent group, WIA uses its
own research to customize plans for clients.
Greg Womack,
CFP which
established the business uses alternative
investment strategies to create diversification
in financial portfolios.
3
Womack Investment Advisers (WIA) keeps its
clients top of mind in all of its service
offerings. Established in 2000, the
KNOWN AS AN EXPERT
business provides financial
advisory independently of
services other
organizations. President Principal, Greg Womack
,
years of to his
CFP brings 30
experience
organization and is known as an expert, featured
on television and in prominent print
publications.
4
PROVIDES FINANCIAL ADVISORY SERVICES
Womack Investment Advisers prioritizes clients
as it continues to offer robust services and
non-traditional wealth models. The company was
established in 2000 and provides financial
advisory services. It is independent of other
organizations and led by President Principal,
Greg Womack, CFP. Greg brings 30 years of
experience in the industry to his group and is
recognized as an expert. Hes been featured on
CNBC and local television.
5
A FEE-BASED INDEPENDENT FIRM
  • Womack Investment Advisers (WIA) was founded by
    Greg Womack, CFP, who serves as the President
    and Principal for the company. As an independent
    financial advisory firm, WIA

focuses on wealth estate planning,
management insurance investment
services, planning, planning,
integrated planning,
retirement, and tax planning. The company
strives to protecting
grow their
each clients wealth while assets. Womack Invest
ment
Advisers is a fee-based, independent firm.
6
A DEDICATED STAFF
Womack Investment Advisers is an independent
registered investment advisor serving clients in
Texas, Illinois, Indiana, California, and
Oklahoma. Established by Greg Womack, CFP in
2000, the company consists of a dedicated staff,
focused on serving clients through a range of
financial planning services. The company
emphasizes investment management and fee-based
planning and has built a practice on use of
individualized financial plans designed to
assist clients in reaching meaningful life goals.
7
VISIT TO KNOW MORE -
01
https//muckrack.com/womack-
investment-advisers
02 03
https//www.behance.net/womack
adviser1
https//medium.com/_at_womackinvest
mentadvisers.us/about
04
https//clearvoice.com/cv/WomackI
nvestmentAdvisers
8
WOMACK INVESTMENT
ADVISERS
Thank You !!!
Write a Comment
User Comments (0)
About PowerShow.com