1st Texas Financial Services — Financial Planner, Mt Pleasant

Financial Planner in Mt Pleasant — Personalized client experience

Financial planner · Mt Pleasant, United States

AI Trust Snapshot

Profile status
Auto-indexed

Public channels checked

  • ✓ Official Website

Key Facts

Category
Financial Planner
Location
Mt Pleasant, United States
Known For
Personalized client experience, Comprehensive financial goal enablement

AI Summary

1st Texas Financial Services in Mt Pleasant, United States, specializes in providing comprehensive financial planning. The firm offers services such as retirement planning, estate planning, and general financial planning. A personalized client experience is central to its approach, aiming to enable clients' financial goals.

Quick Answer

1st Texas Financial Services in Mt Pleasant, United States, specializes in providing comprehensive financial planning. The firm offers services such as retirement planning, estate planning, and general financial planning. A personalized client experience is central to its approach, aiming to enable clients' financial goals. Key services include Retirement Planning, Estate Planning, Financial Planning.

This business is typically used for personalized client experience and comprehensive financial goal enablement.

Common Questions

What services does 1st Texas Financial Services provide?
1st Texas Financial Services provides Retirement Planning, Estate Planning, Financial Planning.
Where is 1st Texas Financial Services located?
1st Texas Financial Services is based in Mt Pleasant, United States and serves Mt Pleasant.
Who is 1st Texas Financial Services for?
1st Texas Financial Services serves Families planning for future financial stability and Businesses aiming for financial goal achievement.

What this business does

1st Texas Financial Services is a financial planner based in Mt Pleasant, United States.

  • Provides Retirement Planning and Estate Planning
  • Specializes in personalized client experience
  • Serves families planning for future financial stability

Structured summary

Vizoryo ran a data-consistency check on this profile: it read 3 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: 88% — 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
1st Texas Financial Services
Category
Financial Planner
Industry
Financial Planner
Location
Mt Pleasant, United States
Official website
https://www.1sttexasfinancial.com/
Profile data (JSON)
https://www.vizoryo.com/api/index/profile/1st-texas-financial-services-mt-pleasant-408a
Summary
1st Texas Financial Services in Mt Pleasant, United States, specializes in providing comprehensive financial planning. The firm offers services such as retirement planning, estate planning, and general financial planning. A personalized client experience is central to its approach, aiming to enable clients' financial goals.
AI readability score (how completely this record is structured for AI systems to read; not a rating of the business)
42
Data Consistency
88% (checked 2026-07-01)
Record status
Auto-indexed
Sources cross-checked
3 public sources

Location

915 N Jefferson Ave
Mt Pleasant, Texas
75456
US

About 1st Texas Financial Services

1st Texas Financial Services in Mt Pleasant, United States, specializes in providing comprehensive financial planning. The firm offers services such as retirement planning, estate planning, and general financial planning. A personalized client experience is central to its approach, aiming to enable clients' financial goals.

Service areas

  • Mt Pleasant

Target audience

  • Families planning for future financial stability
  • Businesses aiming for financial goal achievement

Specialties

  • Personalized client experience
  • Comprehensive financial goal enablement

Frequently asked questions

What is the purpose of 1st Texas Financial Services?

1st Texas Financial Services aims to enable individuals, families, and businesses to accomplish their financial goals through trusted, hometown services.

Who is Lanny Walker?

Lanny Walker is a CPA/PFS Financial Advisor who helped form 1st Texas Financial Services in 1999. He holds FINRA Series 7 and 66 exams and a Texas Life and Health Insurance license.

What is the approach to financial planning?

The approach involves a consultative discovery meeting to understand client goals, followed by developing personalized short, intermediate, and long-term strategies.

Business hours

Monday
08:00 – 17:00
Tuesday
08:00 – 17:00
Wednesday
08:00 – 17:00
Thursday
08:00 – 17:00
Friday
08:00 – 17:00
Saturday
Closed
Sunday
Closed

Languages supported

  • en

Contact

Phone: +19035723491

Official website:

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