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Strategic Services

SWA is proud to offer the following customized services to our clients:

  • Investment Management
  • Retirement Planning
  • M Wealth
  • Financial Planning
  • Life Insurance
  • Disability and Long-Term Care
  • Business Continuation
  • Executive Benefits
  • Employee Benefits
  • Estate Planning and Wealth Transfer

 

 


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600 Sunland Park Dr Building One, Suite 100 El Paso, TX 79912
Tel: 915 532-8885 Fax: 915 842-9532 E-MAIL US

Securities and investment advisory services offered through M Holdings Securities, Inc., a registered broker/dealer and investment advisor. Member FINRA , SIPC. Strategic Wealth Advisors is independently owned and operated. Strategic Wealth Advisors is a member of the M Financial Group. Please visit http://mfin.com/disclosure for further details involving this relationship.

Henry Gallardo has securities and insurance licenses: Arizona AG, California AG/RA, Colorado AG, Florida AG, Georgia AG, Illinois AG, Indiana AG, Iowa AG, Kansas AG, Massachusetts AG, Maryland AG, Minnesota AG, Missouri AG, New Mexico AG/RA, New York AG, North Carolina AG/RA, Ohio AG, Oklahoma AG, Pennsylvania AG, Texas AG/RA, Utah AG/RA, Virginia AG/RA, & Wisconsin AG/RA

Monica Narvaez has securities and insurance licenses in: Arizona AG/RA, California AG/RA, Colorado AG/RA, Florida AG, Idaho AG/RA, Kentucky AG, Maryland AG/RA, New Mexico AG/RA, North Carolina AG, Oregon AG/RA, Tennessee AG/RA & Texas AG/RA

Bobby Blanco has securities and insurance licenses in: Arizona AG/RA, California AG/RA, Colorado AG/RA, Indiana AG/RA, Louisiana AG, Missouri AG, New Mexico AG/RA, Oklahoma AG, Texas AG/RA & Virginia AG

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

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