Joe Himelick Clu, Chfc, Msfs Email and Phone Number
Joe Himelick has worked as a Financial Planner with individuals and businesses for over three decades. As the President and Co-Founder of Himelick Financial Group, the firm’s primary focus is assisting in the realization of their clients’ Financial Objectives. The evolution and range of services provided is exemplified by Joe’s average client tenure of over 20 years, and in many instances, the client relationship has extended to multiple generations. The firm views the Financial Planning process as a lifelong event that includes multiple dimensions and interrelated parts; the firm’s work and financial guidance includes collaborations with client’s attorneys & tax preparers as an important element in the planning process. Within the Financial Services industry, Joe has been engaged in a range of issues that are intended to both improve the client’s experience. His peers have referred to Joe as a “thought leader”, while others in the industry describe him as “driven”. His commitments to the progress of the industry and the advisors who work within it have prompted various leadership positions in industry associations with a keen interest in the regulatory environment. An extension of those efforts has been speaking engagements across the country to address advisors and clients alike as to the planning and implementation issues that they face. The Himelick Financial Group continues to aspire to meeting the diverse needs of their clients. Given the 50 plus years Pat and Joe’s combined business efforts with clients reflect, it is not surprising that they take pride in the advice they have provided during complex times and an ever changing economic environment.Himelick Financial Group is located at 7200 N Mopac Expy, Suite 170, Austin, TX 78731.Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Himelick Financial Group
View- Website:
- himelickfinancialgroup.com
- Employees:
- 8
-
OwnerHimelick Financial Group"A steady course to a winning future"Himelick Financial Group will help take you on the path to your future. Whether it’s retirement, savings, or a college savings plan we can come up with a plan as unique as you are. With our winning combination of renowned financial advisors encompassing years of valuable experience and a variety of products tailored to your needs, we’re here for you. Ready to start the journey? Great! Come see us at www.himelickfinancialgroup.com .
Frequently Asked Questions about Joe Himelick Clu, Chfc, Msfs
What company does Joe Himelick Clu, Chfc, Msfs work for?
Joe Himelick Clu, Chfc, Msfs works for Himelick Financial Group
What is Joe Himelick Clu, Chfc, Msfs's role at the current company?
Joe Himelick Clu, Chfc, Msfs's current role is Owner and President of Himelick Financial Group.
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