Senior Partners was founded to provide complete investment and tax planning services for mature investors. In addition to the investments available through other brokerage firms, we also offer innovative securities such as Real Estate Investment Trusts, Oil and Gas Drilling and Royalty Programs, Equipment Leasing Funds, Collateralized Debentures, Secured Notes, and other corporate financing arrangements. Our approach to investing is conservative with an eye toward capital preservation. We believe that our clients’ portfolios should be allocated to stabilize their returns and minimize their risk. No portfolio will be flawless, but there is more to investing than just stocks, bonds, mutual funds and annuities. Come see the difference at Senior Partners.
| Website | http://www.planningformatureinvestors.com |
| Employees | 35 (3 on RocketReach) |
| Founded | 2003 |
| Address | 13231 Champion Forest Suite 200, Houston, Texas 77030, US |
| Phone | +1 281-440-9700 |
| Industry | Financial Services |
| Keywords | Investment Planning, Investment Services, Tax Planning, Financial Planning, Wealth Management, Investment Strategies, Portfolio Management, Retirement Planning, Tax Optimization, Long Term Investments, Estate Planning, Brokerage Services, Wealth Preservation, Tax Efficiency, Financial Security, Securities, Real Estate Investment Trusts, Reit |
| Competitors | Legacy Wealth Management, Inc. (Memphis, TN), Aging Well Services, Vibrant Retirement (view competitors) |
Looking for a particular Senior Partners employee's phone or email?
Jonathan Kim is the Director of Senior Partners.
3 people are employed at Senior Partners.
Senior Partners is based in Houston, Texas.