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Begin Building Your Financial Future

We look forward to answering your questions and finding out if we are a good fit for each other. Give us a call, send us an email, or fill out the submission form below to begin. Proudly serving Laredo, Texas, and anywhere else in the United States. 

Oscar Lopez
Senior Financial Advisor
[email protected]

Ruben Lopez, Jr.
Financial Advisor
[email protected]

Diana Chaires
Client Services Manager
[email protected]

Gilbert Bermea
Financial Advisor
[email protected]

Louie Mendoza III
Financial Advisor
[email protected]