Texas Investment & Retirement Associates — Financial Planner, Dallas
Financial Planner in Dallas — Proactive asset management
Financial planner · Dallas, United States
AI Trust Snapshot
- AI Confidence
- Indexed
- Last Verified
- 8 days ago
Verified Sources
- ✓ Official Website
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
This business profile has been independently corroborated by Vizoryo across 6 independent public sources. Data confidence score: 94% — this reflects how consistently the business's name, phone, city, address, website, and category appear across all verified sources. Vizoryo status: Auto-Indexed. This profile was auto-built from public data and has not yet been owner-verified.
- 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
- 47
- Verified By
- 6 independent public sources
- Data Confidence
- 94% (verified 2026-07-01)
- Verification Status
- Indexed
Location
4131 N Central Expy #900Dallas, 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 sufficient verified data. Ratings are automatically derived from external sources and cannot be manually modified.
Verified 8 days ago
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
Services
Specialties
- Proactive asset management
- Personalized client service
Social profiles
Verification
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
Languages supported
- lang="en"
- en
Contact
Phone: +18176818609
Official website: https://www.texasira.com/