Feliciano Financial Group

Feliciano Financial Group

  • 1828 East Southeast Loop 323 Suite 200
  • Tyler, Texas
  • 75701
  • Phone: (903) 533-8585
  • Fax: (903) 533-8686
  • Website

Description

At Feliciano Financial Group, we have spent the past 28 years developing a holistic approach to wealth management that supports our client base as their trusted advisors, ready to assist in the areas of retirement, investments, insurance, business, and tax and estate planning. The pillars of our holistic planning approach are Advance Planning and Client Relationship Management.

To conduct our business according to high standards of equity, honesty and fairness. To provide competent, prompt, client focused service which, in the same circumstances, we would expect for ourselves. To treat all clients with fairness and equity, to assure the best value possible. To remain your life-long financial partner to take care of your ever-changing needs. To help you reach your life and financial goals by understanding what is important to you.

Fact sheet

Number of employees
15-29

Company contacts

  • Jose Feliciano
  • Owner

Products & services

financial planning consultant insurance agent insurance service investment advisory service retirement planning service

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