• ENCOMPASS ADVISORY SERVICES, LLC - Copper Member

    • Financial Planning
    23102 Seven Meadows Parkway
    Katy, TX 77494
    (281) 394-1613
    (832) 900-8156 (fax)
    Hours:
    Monday - Friday: 8 a.m. to 5 p.m.
    Saturday - By appointment only
    Sunday - Closed

    About Us

    We believe the best way to advise our clients is to utilize the experience and opinions of a variety of financial professionals. Through our network of subject matter experts, we take an read more
    • About

      We believe the best way to advise our clients is to utilize the experience and opinions of a variety of financial professionals. Through our network of subject matter experts, we take an all-encompassing, 360-degree view of your complete financial situation and investment goals.

      Our team will work with you every step of the way by providing easy to understand recommendations and ultimately implementing financial strategies to meet your goals.

      We will build a clear, well-defined financial strategy that considers your risk tolerance, time horizon, and growth needs. We will monitor your progress and consult with you as circumstances change.

      Encompass Advisory Services, LLC
      23102 Seven Meadows Parkway
      Katy, TX 77494
      (281) 371-6300

    • Highlights

      • Self-Employed Retirement Accounts
      • College Funding Strategies
      • IRA and 401 (K) Rollovers
      • Life Insurance
      • Educational Workshops
    • Whom to Contact

      • Greg Falzone - Financial Advisor, Owner
        Chartered Retirement Planning Counselor® | Certified Investment Management Analyst® | Accredited Investment Fiduciary®
        Phone: (281) 394-1613
        Cell Phone: (832) 493-6212