Scott Hoffmeyer, Financial Advisor located in Southlake, TX

Financial Advisor
Scott Hoffmeyer

CEPA®
2102 E State Highway 114, Suite 215, Southlake, TX 76092opens in a new window
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Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Retirement Income Strategies
  • Employee Stock Options

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Board Games
  • Golfing
  • Pickleball
  • Volunteering

Team Members

  • Debbie Brunette
    Sr. Branch Office Administrator
    FPQP®
  • Carla Hamm
    Sr. Branch Office Administrator
  • Michele Mahan
    Sr. Branch Office Administrator
    FPQP®
  • Jamie Walker
    Sr. Branch Office Administrator
    FPQP®
  • Bailey Davidson
    Branch Office Administrator
  • Analisse Skiles
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(817) 581-7459

Fax

(888) 418-9567

Office Address

2102 E State Highway 114
Suite 215
Southlake, TX 76092opens in a new window

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