Lucas Coffey, Financial Advisor located in College Station, TX

Financial Advisor
Lucas Coffey

CFP®, ChFC®, ABFP®, AAMS®, CRPC™
4519 Mills Park Cir Ste 400, College Station, TX 77845opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Values and Faith Based Investing
  • Entrepreneurs & Business Owners
  • Healthcare Professionals

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • ABFP®

    Accredited Behavioral Finance Professional™

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Hunting
  • Golfing
  • Skiing
  • Wine Collecting/Enthusiast
  • Running

Team Members

  • Beth Irwin
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

Phone

(979) 690-7357

Fax

(855) 479-6816

Office Address

4519 Mills Park Cir Ste 400
College Station, TX 77845opens in a new window

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