Mark A. Rogers
Financial Advisor

CONNECT

Address:

1100 Bay Area Blvd.
Houston, TX 77058

Phone:

(281) 998-6403

Fax/Other:

(281) 488-2397

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Education Planning
  • Insurance & Annuities
  • Trust Services
  • Private Asset Mgmt.
  • Equity Investments
  • Fixed Income
  • Global Wealth Mgmt.Alternative Investments*

 

 

* Alternative Investments, including hedge funds, commodities, and managed futures involve a high degree of risk, often engage in leveraging and other speculative investments practices that may increase risk of investment loss. Alternative investments can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds. They often charge higher fees, which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck