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WJH Network - Investment Advice and Management

 

Fee-Only Advisors

 

Bob Tabor, Richard P. Slaughter and Associates, Inc.

"You have unique needs and desires. Our personalized approach to wealth management offers you services tailored to your particular preferences and circumstances. We spend the time to understand your goals so that we can create a comprehensive financial plan designed just for you.

"You may want regular income, long-term growth, or a combination of the two. Based on your needs and preferences, we create a customized investment program designed to meet your objectives."

Stonebridge Plaza I
9606 North MoPac Expy., Suite 550
Austin, Texas 78759

(512) 918-0000
(800) 821-5610
(512) 918-0001 fax

website

   

   

Fee-Only Advisors

 

Roger Brooks, Strategic Investment Management

SIM provides personalized and diversified portfolio design and management for investors with smaller portfoliios (a minimum of $50,000).

9606 N. Mopac Expressway, Ste 555
Austin, Texas 78759

512-341-9898
512-918-0001 fax

 website

       

       

Full Service Broker

 

Frank Netherton, A.G. Edwards & Sons, Inc.

A. G. Edwards is a full-service brokerage firm with nearly 7,000 financial consultants in more than 700 offices nationwide and in Europe.  The firm is a member of the New York Stock Exchange and all other major stock and commodities exchanges.

3100 Windsor Road
Austin, TX 78703-2350
 

Phone: 512-480-0015

website

       

       

Full Service Broker

UBS AG

 

John P.Tuccio, UBS Financial Services Inc.

 

With over 657, 000 employees,  UBS is one of the world's leading wealth management businesses, a global investment banking and securities firm, and a leading asset manager.

Austin, Texas 78701

Tel: 512-479-5211

Fax 512-474-7624

website

 
       

       

Discount Broker

 

Tony Ziccardi

Charles Schwab & Co., Inc.

Rachel Schmidt

Charles Schwab & Co., Inc.

 

Charles Schwab was one of the first of the discount brokers.  They have redefined the term by adding numerous products and services while remaining a low cost choice for trading purposes.

Tony:

4516 Seton Center Pkwy, Suite 115

Austin, Texas 78759

512.-72-8396

800-435-4000

Fax: 512-372-8953 

 

Rachel:

100 Congress Suite 200

Austin, TX 78701

512 370-3885

800 435-4000

fax 512-370-3890

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