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Houston First Financial Group

EST. AUM
$100,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Houston
CRD Number
Website houstonfirstfinancialgroup.com
Client types

Overview

Houston First Financial Group is a Texas-based financial services firm that specializes in retirement planning and wealth management for public sector employees, educators, and healthcare professionals. The firm focuses on transitioning clients into retirement by coordinating specialized benefits, such as the Texas Optional Retirement Program (ORP) and Social Security, with comprehensive investment strategies. Their approach emphasizes a "preserve first, grow second" philosophy, utilizing active portfolio management to mitigate risk during market volatility.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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