Willie Nelson, Financial Advisor located in Goliad, TX

Financial Advisor
Willie Nelson

CFP®, ChFC®
236 S Commercial St Ste A, Goliad, TX 77963opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Military Professionals & Veterans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

Personal Interests

  • Community Outreach
  • Culinary Arts
  • Scuba Diving
  • Traveling
  • Volunteering

Team Members

  • Sandra Berger
    Sr. Branch Office Administrator
  • Vee Smith
    Branch Office Administrator

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Office Information

Hours

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

Additional Hours

  • Web Conferencing

Phone

(361) 645-3546

Fax

(888) 311-3499

Office Address

236 S Commercial St Ste A
Goliad, TX 77963opens in a new window

Mailing address

P O Box 534
Goliad, TX 77963

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