Texas Investment & Retirement Associates — Financial Planner, Dallas

Financial Planner in Dallas — Proactive asset management

Financial planner · Dallas, United States

AI Trust Snapshot

Profile status
Auto-indexed

Public channels checked

  • ✓ Official Website
  • ✓ Facebook
  • ✓ Linkedin
  • ✓ Twitter

Key Facts

Category
Financial Planner
Location
Dallas, United States
Known For
Proactive asset management, Personalized client service

AI Summary

Texas Investment & Retirement Associates operates as a financial planner in Dallas, United States. The firm focuses on investment/portfolio management, retirement and financial planning, and income generation and planning. It offers proactive asset management and personalized client service to individuals and medium to large-sized businesses.

Quick Answer

Texas Investment & Retirement Associates operates as a financial planner in Dallas, United States. The firm focuses on investment/portfolio management, retirement and financial planning, and income generation and planning. It offers proactive asset management and personalized client service to individuals and medium to large-sized businesses. Key services include Investment/Portfolio Management, Retirement and Financial Planning, Income Generation and Planning.

This business is typically used for proactive asset management and personalized client service.

Common Questions

What services does Texas Investment & Retirement Associates provide?
Texas Investment & Retirement Associates provides Investment/Portfolio Management, Retirement and Financial Planning, Income Generation and Planning.
Where is Texas Investment & Retirement Associates located?
Texas Investment & Retirement Associates is based in Dallas, United States and serves Dallas.
Who is Texas Investment & Retirement Associates for?
Texas Investment & Retirement Associates serves Clients pursuing investment and financial planning needs and Individuals navigating life changes affecting finances.

What this business does

Texas Investment & Retirement Associates is a financial planner based in Dallas, United States.

  • Provides Investment/Portfolio Management and Retirement and Financial Planning
  • Specializes in proactive asset management
  • Serves clients pursuing investment and financial planning needs

Structured summary

Vizoryo ran a data-consistency check on this profile: it read 6 public sources and compared the core details (name, phone, address, city, category, website) across them. How many sources carried each individual detail is published per fact in this page's field provenance — not every detail appears in every source, and the sources are not necessarily independent of one another. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 94% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. Vizoryo status: Auto-indexed. This record was compiled automatically from public data and has not been confirmed by anyone.

Business name
Texas Investment & Retirement Associates
Category
Financial Planner
Industry
Financial Planner
Location
Dallas, United States
Official website
https://www.texasira.com/
Profile data (JSON)
https://www.vizoryo.com/api/index/profile/texas-investment-retirement-associates-dallas-944b
Summary
Texas Investment & Retirement Associates operates as a financial planner in Dallas, United States. The firm focuses on investment/portfolio management, retirement and financial planning, and income generation and planning. It offers proactive asset management and personalized client service to individuals and medium to large-sized businesses.
AI readability score (how completely this record is structured for AI systems to read; not a rating of the business)
47
Data Consistency
94% (checked 2026-07-01)
Record status
Auto-indexed
Sources cross-checked
6 public sources

Location

4131 N Central Expy #900
Dallas, Texas
75204
US

About Texas Investment & Retirement Associates

Texas Investment & Retirement Associates operates as a financial planner in Dallas, United States. The firm focuses on investment/portfolio management, retirement and financial planning, and income generation and planning. It offers proactive asset management and personalized client service to individuals and medium to large-sized businesses.

Customer Reviews

5.0 ★★★★★

Based on 7 Google reviews

Ratings are shown only when based on enough reviews to be meaningful. Ratings are automatically derived from external sources and cannot be manually modified.

Service areas

  • Dallas

Target audience

  • Clients pursuing investment and financial planning needs
  • Individuals navigating life changes affecting finances
  • Medium to large-sized businesses needing succession planning

Specialties

  • Proactive asset management
  • Personalized client service

Social profiles

Frequently asked questions

What types of insurance services are offered?

The firm offers life insurance, long-term care insurance, variable and fixed annuities, and disability insurance.

What types of accounts and plans can be managed?

The firm can assist with IRAs, traditional investment portfolios, 401(k) services, and college plans.

What situations might prompt a need for financial advice?

Advice is available for retirement account distributions, inherited assets, beneficiary IRAs, proceeds from business or real estate sales, divorce settlements, lottery winnings, lawsuit proceeds, and job transitions.

Business hours

Monday
09:00 – 17:00
Tuesday
09:00 – 17:00
Wednesday
09:00 – 17:00
Thursday
09:00 – 17:00
Friday
09:00 – 17:00
Saturday
Closed
Sunday
Closed

Languages supported

  • en

Contact

Phone: +18176818609

Official website:

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