TX · Troup

Fiduciary advisors in Troup, TX

1 advisor with offices in Troup. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Troup

Heather Bates, Bates Wealth Strategies - Bates Wealth Strategies

Troup, Texas

Bates Wealth Strategies, based in Troup, Texas, offers fee-based financial planning and investment advisory services through Eagle Strategies LLC, which is SEC-registered. The firm, led by Heather Bates, serves small business clients and partners with a network of professionals including New York Life Insurance Company and Ash Brokerage to address insurance and investment needs.

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Financial advisors in Troup, Texas

Advisors serving Troup specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Texas's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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