Guadalupe Investment & Insurance Services

Stephen Foley

Investment Advisor Representative Chartered Federal Employee Benefit Consultant

830-370-1185

photo-1

foley

When choosing who to do business with, many choose to work with big name companies. Instead of the big name, some important factors are:

Are they independent and do they represent multiple companies?

Are they a fiduciary? A fiduciary has a legal responsibility to operate your best interest first and foremost and not represent just what is suitable. There is a big difference between what is a suitable recommendation and a fiduciaries responsibility of best interest!

Are they fee based or commissioned?

Do they have the support system, companies with solid reputations, backing, and services to address your own specific and individual family needs?

Do you get the feeling they're just selling products for profit, looking for bonus production, company recognition, trips and towing the company line?

Are they easy to get along with and take the time to explain the whats, whys, hows, and what ifs? 

Would you be friends with them, and would you be comfortable referring your friends and family to them?

Do they love what they do and are they passionate about it?

We work with individuals and families. We assist businesses in setting up 401K plans and succession planning. We help families protect their estates and grow their wealth for future generations. We are certified to work with federal employees and help with the understanding of their benefits packages. We are not all things to all people but there's not much we cannot help with. We love what we do and we are here to make a difference!

Independent, non-biased fiduciary advice is what we are all about.

 

Current Stock Market

1 DOW 21,708.00
-42.73 (-0.20%)    
2 S&P 2,429.42
-0.59 (-0.02%)    
3 NASDAQ 6,226.85
+4.93 (0.08%)    

Contact Information

Stephen Foley
Investment Advisor Representative Chartered Federal Employee Benefit Consultant

Company: Guadalupe Investment & Insurance Services, HBW Advisory Services LLC, HBW Insurance & Financial Services, Inc.

Phone: 830-370-1185

Email: stephen.foley@hbwadvisory.com

Street Address:
104 Timber Lane
Kerrville, TX 78028

License State: TX, CA

License Number: TX#-1951404 CA#-0A76213

Please note the application of surrender charges could result in a loss of principal, the minimum guaranteed return may be 0% and investment return based on market increases may be capped. The guaranteed account value of an equity-index annuity only applies if the annuity is held until the end of the contract term and that loss of principal is possible if the annuity is surrendered before the end of the contract term. Equity index annuities are not FDIC-insured, unlike index-linked CDs. Guarantees are subject to the claims paying ability of the issuer. A fixed annuity is only as good as the financial strength of the company issuing the policy.

Investment advisory services offered through HBW Advisory Services LLC. Stephen Foley is an Investment Advisor Representative, dba, Guadalupe Investment & Insurance Services, HBW Advisory Services LLC, HBW Insurance & Financial Services, Inc.. Guadalupe Investment & Insurance Services, HBW Advisory Services LLC, HBW Insurance & Financial Services, Inc., HBW Insurance & Financial Services, Inc., dba, HBW Partners, and HBW Advisory Services LLC are separate entities which do not offer legal or tax advice. HBW entities are located at 3355 Cochran St., Suite 100, Simi Valley, CA 93063, (800) 473-3856.

All products are not represented by HBW. All HBW agents do not sell all products offered through the HBW Insurance & Financial Services, Inc., dba HBW Partners network of products and/or providers. Although Stephen Foley, dba Guadalupe Investment & Insurance Services, HBW Advisory Services LLC, HBW Insurance & Financial Services, Inc., is a part of the HBW Insurance & Financial Services, Inc. marketing system, Stephen Foley is separate and independent.

Privacy Notice