We help you manage your finances so that your finances aren’t managing you. We are retirement planning experts. We provide comprehensive financial planning and investment advice through all stages of retirement. We spend a great deal of time with our clients, learning about their unique situation so that we can develop a customized plan that allows them to take advantage of every opportunity they can during planning for retirement. At Cris Financial, we are focused on using tax-efficient investment, insurance and planning solutions that support your best interests. We take a collaborative approach to retirement planning, working in conjunction with you instead of for you, so that you always get the best straightforward advice. Strategic recommendations paired with ongoing education (in language you can actually understand) helps ensure you get the maximum value out of every minute you spend with us because at the end of the day, the more insight you gain, the better equipped you will be to make important financial decisions. Tune in to The Well Rounded Retirement Podcast with John Glowacz and Jim Donewald, discussing retirement, protecting your assets and spending with confidence.
View Top Employees from CRIS Financial, LLCWebsite | http://www.crisfinancial.com/ |
Revenue | $6.3 million |
Employees | 1 (1 on RocketReach) |
Founded | 1989 |
Address | 810 S. Mason Rd. Ste. 140, Katy, Texas 77450, US |
Phone | (281) 391-7608 |
Fax | (281) 391-7609 |
Industry | Financial Services, Finance General, Finance |
Competitors | Booher Insurance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
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The CRIS Financial, LLC annual revenue was $6.3 million in 2024.
1 people are employed at CRIS Financial, LLC.
CRIS Financial, LLC is based in Katy, Texas.
The NAICS codes for CRIS Financial, LLC are [52393, 523, 52, 5239].
The SIC codes for CRIS Financial, LLC are [62, 628].