Karen Gee Email

New Business Manager . Wealth Development Strategies

Houston, TX

Location

LinkedIn

Current Roles

Employees:
25
Revenue:
$3.7M
About
Our Mission: "We are committed to providing and delivering excellence in analysis, solutions and service." Wealth Development Strategies, LLC (formerly L.P.), whose roots date back to 1969, is a comprehensive, full-service financial planning firm in the Museum District of Houston, Texas. It is independently owned and operated by renowned business woman and community advocate Cheryl D. Creuzot. Please check out our company website to learn more about who we are: www.WealthDevelopmentStrategies.com *Registered Representatives of, and Securities and Investment Advisory Services Offered through Hornor, Townsend & Kent, Inc. (HTK), Registered Investment Advisor, Member FINRA/SIPC 4203 Montrose Blvd., Fifth Floor, Houston, TX 77006. Fee-based Planning services provided through Wealth Development Strategies Investment Advisory, Inc., A Registered Investment Advisor registered to offer Investment Advisory services solely in the state of Texas. Wealth Development Strategies, LLC and its affiliates are independent of HTK. HTK does not provide tax advice. Please consult a qualified tax advisor regarding your individual circumstances. A5TM-0429-13E2
Wealth Development Strategies Address
4203 Montrose Blvd, 5th Floor
Houston, TX
United States
Wealth Development Strategies Email
Wealth Development Strategies Phone Numbers
713 561 - 8100

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