Halcyon Wealth Advisors, LLC
Financial Services
6565 N. Macarthur Blvd.
5 employees
- Employees
- 5
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Halcyon Wealth Advisors, LLC Overview
- Headquarters
- 6565 N. Macarthur Blvd.
- Phone Number
- Available in AeroLeads
- Website
- halcyonwealthadvisors.com
- Industry
- Financial Services
- Employees
- 5
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Halcyon Wealth Advisors, LLC
Halcyon Wealth Advisors is an independent financial services practice that specializes in personalized financial services ranging from financial planning to retirement plans and executive benefits. Our goal as financial professionals is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, we can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation.
Halcyon Wealth Advisors, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Halcyon Wealth Advisors, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Elle Huizenga | Client Relations & Administration | United States |
View
|
| Lynn Clark, Chfc | President - Halcyon Wealth Advisors, Llc | Irving, Texas, United States |
Email
Phone
|
| Shawna Williamson, Cebs, Cpfa | Director of Operations and Group | Irving, Texas, United States |
Email
|
| Carolyn Mora, Chfc®, Nssa®, Aif®, Cpfa® | Lead Advisor at Halcyon Wealth | Irving, Texas, United States |
Email
|
Employees by Management Level
Executive
1 profile
Director
1 profile
Senior / Lead
1 profile
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 1 |
| General | 1 | 1 | 0 |
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