810 S. Mason Rd.ste 140, Katy, Texas, 77450
(281) 665-3081
Finance & Insurance > Financial Planning & Investments
CRIS Financial (Cinco Ranch Insurance Services) is an Independent, Conservative, Full Service Financial firm committed to helping people pursue their personal economic goals. We offer a wide range of financial products and services to Pre-retirees and Retired individuals and business owners alike, and can provide customized guidance when it comes to taking advantage of any financial opportunity.
What our Financial Services Include
CRIS Financial understands the conservative investor. That's why we specialize in Safe Investment Alternatives using Minimal Risk Investment Strategies (MRI'S), which are investments designed to protect your principal and Wealth Preservation. When the market goes down, our phones don't ring. Our clients are completely protected. In addition to our outstanding investment management service, our Licensed financial advisors also offer the following:
Retirement income planning
Assets Under Management (AUM)
Wealth Management
Tax management
Retirement strategies
Estate conservation
Insurance and Annuity products (for mitigating risk)
IRAs and IRA rollovers
401K rollovers
Monday:
9:00am
to 5:00pm
Tuesday:
9:00am
to 5:00pm
Wednesday:
9:00am
to 5:00pm
Thursday:
9:00am
to 5:00pm
Friday:
9:00am
to 5:00pm
Year established: 1989
Languages: English, Spanish
Tags: Retirement Income, Retirement Income Planner, Retirement Planner, Financial Planner, 401K rollovers, Retirement Planning, Business Planning, Legacy Planning, Estate Planning, Comprehensive Income Planning, Social Security, Annuities, Wealth Preservation
Products: Retirement Planning, Tax Planning, Business Planning, Legacy Planning, Estate Planning, Comprehensive Income Planning, Retirement Income Planning, Estate Planning, Social Security, Annuities, Life Insurance, Income strategies, Wealth Preservation
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