A step by step process of what a new client or prospect can expect when getting started with Galloway Kucera Financial.
Please call our office at (979) 383-2505 and our team will find a convenient time for us to meet.
Review what to bring with you here.
Our team will review your financial data, tax returns, risk tolerance and design a Retirement Plan that utilizes tailored investment strategies managed by John and Tom, our Financial Advisors.
We will prepare and populate all the necessary forms to facilitate a working relationship.
Client satisfaction is of utmost importance to us. We welcome you to reach out to us anytime with a question, concern, or request.
We will agree upon the number of times we will meet in-person per year to review your Retirement Plan.
You will be invited to a variety of experiences that Galloway Kucera Financial hosts throughout the year.
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