Investment Advisor: Scanlon Financial Services
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Company: Scanlon Financial Services
Contact: Kathy Scanlon
11940 Jollyville Road,Suite 322N
Austin, Texas, 78759
Phone: (512) 331-7626
Fax:
(512) 331-8392
Website: http://scanloncpas.com
We do comprehensive financial planning including investment advisory services, retirement planning, accumulation and distribution, college savings, insurance such as life, disability and long term care, budgeting cash flow and forecasting.
Serves Counties: Travis (TX), Williamson (TX)
License #: 4892673
Licensed to sell Insurance Products:No
Licensed to sell securities:No
Financial Advisor Experience: Years
Designations: CPA, CFP, ChFC
Products:
Reits
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Commodities
Mutual Funds
Options & Futures
Alternative Investments
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: no minimum
License Type: Series 7,Health Insurance,Life Insuranc
Insurance Type:
Disclosure: Securities and Advisory Services offered through VSR Financial Services, Inc., a Registered Investment Adviser and member FINRA/SIPC. Scanlon Financial Services is independent of VSR.
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