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Fee-Only Advisors |

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Bob Tabor, Richard P. Slaughter
and Associates, Inc.
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"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."
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Stonebridge Plaza I
9606 North MoPac Expy., Suite 550
Austin, Texas 78759
(512) 918-0000
(800) 821-5610
(512) 918-0001 fax
website
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Fee-Only Advisors |
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Roger Brooks, Strategic
Investment Management
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SIM provides personalized and diversified
portfolio design and management for investors with smaller
portfoliios (a minimum of $50,000).
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9606 N. Mopac Expressway, Ste 555
Austin, Texas 78759
512-341-9898
512-918-0001 fax
website
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Full Service Broker |
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Frank Netherton, A.G. Edwards
& Sons, Inc.
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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.
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3100 Windsor Road
Austin, TX 78703-2350
Phone: 512-480-0015
website
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Full Service Broker |
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John P.Tuccio, UBS Financial
Services Inc.
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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.
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Austin, Texas 78701
Tel: 512-479-5211
Fax 512-474-7624
website
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Discount Broker |
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Tony
Ziccardi
Charles Schwab & Co., Inc.
Rachel
Schmidt
Charles Schwab & Co., Inc.
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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.
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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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