Our Purpose

Our Purpose

1st Texas Financial Services exists to enable individuals, families and businesses to accomplish their financial goals. At the heart of our mission is a concern for our clients’ interests, needs and financial well-being. We combine caring, seasoned professionals with 1st Global industry leadership to provide the trusted hometown service we believe our clients deserve.

We are founded on core beliefs that have remained true since 1999.

  • We believe in showing our clients appreciation by caring for them as if they were our own family members. We value being part of our local community.
  • We believe in getting to know our clients and showing them that we care about more than just their finances.
  • We believe in listening to our clients so we have a better understanding of how we can help them make their dreams become realities.
  • We believe in creating an inviting and enjoyable atmosphere for our clients.
  • We believe in loyalty to our clients and seeking the best options for them. We continue to work with our clients through multiple generations.

If you, a family member or friend need the hometown, comprehensive financial services we offer, please contact our team at 1stTexas@awacpa.com

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly  registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its  representatives.  Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax,  accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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