Texas > Southlake > Ohlhaber Asset Management | Financial Advisors

Ohlhaber Asset Management | Financial Advisors

Verified Listing

(817) 375-4725
1110 E State Highway 114
Ste 210
Southlake, TX 76092
Category: Finance & Legal:Financial Services:Financial Advisory Services


About

Ohlhaber Asset Management specializes in customized financial programs including Securities, Financial Planning, Asset Management, Estate Planning and Business Services.

Member NYSE/FINRA/SIPC : Licensed to sell a variety of investment and insurance products.

Financial and investment advisors serving : Southlake, Grapevine, Colleyville, Dallas and the DFW area.


Products And Services

Securities : Common & Preferred Stocks, Exchange Traded Funds (ETF’s), Bonds- Government, Corporate and Tax-exempt Municipals, Certificates of Deposit (CD’s), Closed-end Funds, Variable and Fixed Annuities, Mutual Funds

Financial Planning : Retirement and College Saving, Income Preservation, Estate Planning, Individual Retirement Plans: Traditional IRA’s, ROTH IRA’s, 529 Plans, Company Retirement Plans

Asset Management : Portfolio Reviews and Evaluation, Asset Allocation To Reduce Risk and Improve Performance, Money Market Funds (including tax exempt money funds)

Estate Planning and Retirement Income : Review of Existing Plans, Philanthropic Gifting for Tax Planning, Trusts, Coordination with Your Attorney
Business Services : Interest Bearing Checking,

Retirement Plans: 401(k), Profit Sharing, Pension, SEP, Simple Deferred Compensation Plans, Employee Stock Options



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