Broker Check

C.S. Wilson & Associates - Amarillo, TX

Call Us: (806) 352-9251

 

Products and Services

We provide assistance in the following areas:

Financial Planning

  • Retirement Plans
  • Endowment Investment Management
  • 401 (k) Planning
  • 403 (b) Planning
  • Fee Based Money Management
  • Creation and Monitoring of Financial Plans
  • College Plans
  • Estate Plans
  • Money Management
  • Charitable Estate Planning
  • Profit Sharing Plans

Investments

  • Bonds-Municipal, Corporate and Government
  • Mutual Funds
  • Common Stock
  • Real Estate Investment Trusts
  • Brokerage Accounts
  • Oil and Gas LPs
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Traditional IRA
  • Variable and Fixed Annuities
  • Exchange Traded Funds

Insurance

  • Life Insurance
  • Long-Term-Care Insurance