Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Texas > Wichita Falls > Jordan C. Gary, CFP®
Find the Certified Financial Planner™
Who's right for you.

Jordan C. Gary, CFP®

Investment & Asset Planning, LLC

2110 Kemp Blvd
Wichita Falls, TX 76309
Phone: (940) 761-2527
Fax: (940) 322-2710

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $75,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Business Taxes
  • Career Change
  • Estate Planning
  • Corporate Finance
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Irregular Income
  • Mutual Funds
  • Insurance
  • Retirement
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Medical & Health Issues
  • Sudden Wealth
  • Men's Finances
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.