We can assist clients at any level to develop a goal-oriented financial strategy and ultimately put that plan into motion. Our comprehensive counseling process goes well beyond a simple broker relationship. Momentum Wealth Strategies, LLC's boutique service model focuses on nine (9) planning areas:
• Risk Planning - Life & Disability Protection
• Investment Planning & Asset Allocation
• Retirement Planning & Educational Planning
• Employee Group Benefits
• Financial Literacy Training
• Executive Benefits
• Estate and Legacy Planning
• Charitable Planning
• Business Succession & Exit Planning
Mark Howard is licensed to sell insurance through New York Life Insurance Company and may be licensed with other independent unaffiliated insurance companies. Mark is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser.
Additionally, Mark Howard is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
I am not licensed in all jurisdictions.
AR ins lic #16983921.
CA ins lic #0J04069.
5005 LBJ Fwy, Suite 1600, Dallas, TX 75244, (972) 387-2929. Neither Momentum Wealth Strategies nor New York Life Insurance Company or its agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Momentum Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates.
Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 5005 Lbj Freeway,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.momentumws.com
- Keywords
- Life Insurance, Financial Services, Financial Literacy Education, Estate Planning, Business Succession Planning, Income Protection, Executive Benefits, Charitable Planning, Retirement Planning, 401(k)/403(b) Rollovers, College Saving, Investments, Legacy Planning.
- HQ
- Dallas, TX
Momentum Wealth Strategies Questions
Momentum Wealth Strategies's website is http://www.momentumws.com
Momentum Wealth Strategies's LinkedIn profile is https://www.linkedin.com/company/momentumws
Momentum Wealth Strategies has
2 employees.
View email and phone details for 2
employees at Momentum Wealth Strategies.
Momentum Wealth Strategies's industry is
Financial Services
Momentum Wealth Strategies's top competitors are
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Momentum Wealth Strategies's categories are Financial Services
Momentum Wealth Strategies's founding year is 2016
