Gib Surles, Clu, Chfc, Cfp, Msfs Email and Phone Number
Gib Surles, Clu, Chfc, Cfp, Msfs work email
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Gib Surles, Clu, Chfc, Cfp, Msfs personal email
Gib Surles, Clu, Chfc, Cfp, Msfs phone numbers
The Forrest Group, LLC, is an estate management firm in Houston, TX, that primarily focuses on privately held business owners, high net worth individuals, and affluent families. Our firm specializes in wealth transfer & business succession planning. We address problems common to the transfer of wealth, lifestyles & financial security to future generations. We assist our clients in obtaining the peace of mind they desire through our objective driven process.I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 2121 Sage Rd # 355Houston, TX 77056(713)572-0091Any 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.I am not licensed in all jurisdictions.CA ins lic #0F71305.Neither The Forrest Group, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. The Forrest Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates. Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard ofexcellence for life insurance sales performance in the insurance and financial services industry.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
The Forrest Group, Llc
View- Website:
- theforrestgroupllc.com
- Employees:
- 3
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Principal And FounderThe Forrest Group, LlcHouston, Tx, Us
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Financial Adviser & Certified Financial Planner™The Forrest Group, Llc Jun 1997 - PresentThe Forrest Group, LLC, located in Houston, TX, primarily focuses on privately held business owners, high net worth individuals, and affluent families. Our firm specializes in wealth transfer & business succession planning. We address problems common to the transfer of wealth, lifestyles & financial security to future generations. We assist our clients in obtaining the peace of mind they desire through our objective driven process.I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 2121 Sage Rd # 355Houston, TX 77056(713)572-0091Any 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.I am not licensed in all jurisdictions.Neither The Forrest Group, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. The Forrest Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates. Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard ofexcellence for life insurance sales performance in the insurance and financial services industry.
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Licensed AgentNew York Life Insurance Company Jun 1985 - PresentNew York, New York, UsAgent licensed to sell insurance through New York Life Insurance Company. -
Financial Services ProfessionalNylife Securities Llc Oct 1987 - PresentFinancial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. -
Financial AdviserEagle Strategies, Llc Mar 2000 - PresentNew York, Ny, UsFinancial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.
Gib Surles, Clu, Chfc, Cfp, Msfs Skills
Gib Surles, Clu, Chfc, Cfp, Msfs Education Details
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The American College Of Financial ServicesFinancial Services -
Texas A&M UniversityBusiness Administration
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Robert E. Lee High School (Houston)
Frequently Asked Questions about Gib Surles, Clu, Chfc, Cfp, Msfs
What company does Gib Surles, Clu, Chfc, Cfp, Msfs work for?
Gib Surles, Clu, Chfc, Cfp, Msfs works for The Forrest Group, Llc
What is Gib Surles, Clu, Chfc, Cfp, Msfs's role at the current company?
Gib Surles, Clu, Chfc, Cfp, Msfs's current role is Principal and Founder.
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What is Gib Surles, Clu, Chfc, Cfp, Msfs's direct phone number?
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What schools did Gib Surles, Clu, Chfc, Cfp, Msfs attend?
Gib Surles, Clu, Chfc, Cfp, Msfs attended The American College Of Financial Services, Texas A&m University, Robert E. Lee High School (Houston).
What are some of Gib Surles, Clu, Chfc, Cfp, Msfs's interests?
Gib Surles, Clu, Chfc, Cfp, Msfs has interest in Family, God And Hunting.
What skills is Gib Surles, Clu, Chfc, Cfp, Msfs known for?
Gib Surles, Clu, Chfc, Cfp, Msfs has skills like Annuity Sales, Asset Protection, Building Relationships, Business Insurance Planning, Estate Planning, Succession Planning, Life Insurance, Strategic Planning, Fixed Annuities, Business Exit Strategy, Buy Sell Agreements, Clu.
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