Ackley Financial Group

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16479 Dallas Pkwy Ste 850 (at Northwest Corner Of Westgrove & Dallas Parkway In Bent Tree Tower II)
Addison, TX 75001

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(469) 737-4000
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Ackley Financial Group - Addison, TX
Ackley Financial Group - Addison, TX
Ackley Financial Group - Addison, TX
Ackley Financial Group - Addison, TX
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Ackley Financial Group has been operating in the Dallas area for over 20 years. They offer true concierge service, with contacts for estate attorneys as well as privately owned ba...

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Ackley Financial Group 4/22/2009

Ackley Financial Group has been operating in the Dallas area for over 20 years. They offer true concierge service, with contacts for estate attorneys as well as privately owned banks for your convenience. AFG offers in-house investment and stock specialists, small group specialists, and health care specialists. They also have a long standing with a locally owned casualty insurance company in order to cover all of your needs! It is a great place, with great people who are knowledgeable and experienced. more
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Owner Message

  • <p>*ARMOR Wealth Management - We are a Dallas-based financial services firm in the state of Texas. We specialize in a full range of insurance and financial services, successfully combining both disciplines for clients. This concept assures businesses and individuals a close focus on their total financial picture.<br />*<strong>Our Vision:</strong> By impacting lives we become the protection based planning firm of choice</p> <p>*<strong>Our Mission:</strong> To provide you, your family, and/or your business with personalized, dynamic and comprehensive protection and wealth management solutions.<br /><br /><em>Securities and Investment Advisory Services offered through Hornor, Townsend and Kent, Inc. (HTK), a Registered Investment Advisor, Member FINRA/SIPC. ARMOR Wealth Management is independent of HTK.</em></p>.

    Personal Financial Strategies
    *Research And Analysis
    *Financial Strategies
    *Income Analysis
    *Income Replacement
    *Benefit Coordination
    *Cash Flow Analysis
    *Conservation And Tax Funding
    *Charitable Giving And Estate Planning
    Business Financial Strategies
    *Employee Benefit Design And Administration
    *Executive Compensation Planning
    *Business Continuation Planning
    *Estate Planning
    Retirement Planning
    *Pension / Profit Sharing
    *Non-Qualified Executive Benefits
    *401(K),Simple IRA/SEPs
    *Age-Weighted Plans
    Investment Services (Offered Through HTK)
    *Investment Strategies
    *Risk Tolerance Analysis
    *Brokerage Services
    *College Funding Strategies
    *IRA Roll-Over Strategies
    *Pension Asset Allocation Strategies
    Employee Benefit Planning
    *Group Insurance
    *Executive Incentives
    *Salary Deduction
    *Section 125
    *Claim Administration

Additional information
  • Hours: Mon-Fri 8am-5pm ; Sat Closed ; Sun Closed
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