For over eight years we have built strong relationships with our clients by providing good, honest financial advice and services. Our clients have been kind enough to refer us to friends and family, allowing us to successfully grow and flourish in a very competitive market. With this success has come new opportunity.

We have accepted a new opportunity through an Austin based broker/dealer and investment advisory firm to move into private practice under the name Cox & Kor Wealth Management. We will continue to offer excellent advice and service by accessing cutting-edge technology, research, and financial planning tools through our new clearing firm, National Financial LLC, a subsidiary of Fidelity Investments.

 

5300 Bee Caves Road - Building III, Suite 200 - Austin, TX 78746 - (512) 351-4342, (888) 866-446-5890

Comprehensive Financial Planning - Life Insurance and Annuities - Portfolio Management - Private Placements

Securities offered through AFS Brokerage, Inc. Member NASD/SIPC (www.nasd.com)
Investment Advisory Services provided through AFS Investment Advisors Inc.
5300 Bee Caves Rd., Bldg III Suite 200, Austin, Texas 78746   888-557-0222