Albert Cavazos & Alexandra Cavazos
The Financial Services Experience We Bring to the Table
You want to increase your wealth and we want to help you. AC Financial uses a holistic approach that examines all your assets and liabilities as well as your investments. We are committed to understanding your reality, using a balanced approach and to the ongoing evaluation and monitoring of your accounts. We proactively help you manage your investments and recommend adjustments to your portfolio so you never compromise your objectives. Allow us to serve you and we will strive to exceed your expectations for quality service and profitable long-term investment results. You and your family deserve better and we can deliver.
We currently service in excess of $150 million in brokerage and advisory assets through LPL Financial. We provide these services for private investors and households, including clients saving for retirement and retirees seeking professional guidance in income distribution planning and accumulating wealth. Approximately, 30% of our business includes money management services for private foundations and institutional bank clients.
We'd love to get to know you - contact us today to set up your consultation!
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA.
The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.
For more information about LPL Financial, visit www.lpl.com.