Guadalupe Investment & Insurance Services

Stephen Foley

benefit Investment Advisor Representative Chartered Federal Employee Benefit Consultantâ„ 

830-370-1185

About Us

We here at Guadalupe Investment & Insurance Services and HBW Advisory Services LLC are an independent fee-based fiduciary firm. We have a fiduciary responsibility in everything we do. We are, however, commissioned with most of our insurance products. That’s just how the insurance industry works and anyone saying different is not being honest.

With more than 25 years of experience, we have not only the experience and training but the knowledge and backing to address most financial concerns you might have. Life insurance, Long Term Care, and Disability insurance can protect you from unforeseen and unexpected events. Our investment advisory services help plan for the longevity of your life. We believe in opportunistic growth with limited risk, protection of principal and liquidity of assets. We understand how important income needs and risk mitigation is in retirement. We provide solutions for protecting wealth over generations.

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 really not much we cannot do. We love what we do and we are here to make a difference!

 

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

 

 About Stephen

As an Independent Investment Advisor Representative and a fee based fiduciary, as well as a licensed insurance professional with over 25 years’ experience in the financial services industry, Stephen has received countless hours of training and has experience in many market conditions relating to both the investment and insurance world. His vast experience has also allowed him to train many representatives in insurance, investing and personal finance. As well as an investment advisor representative, he also holds the Chartered Federal Employee Benefits Consultant designation (ChFEBC).

Stephen currently lives in Kerrville in the Texas Hill Country and is happily married to his wife of 32 years. He has two grown sons who are both college graduates and also happily married. He is a proud grandfather of three young boys and the newest addition of a sweet granddaughter. He is an Ambassador with the Kerrville Chamber of Commerce, a member of Kiwanis, a volunteer with the VA hospital in Kerrville, and is also a graduate of the Kerrville Citizens Police Academy.

Stephen is a sports junkie and enjoys the outdoors, family time and travel.

Contact Information

Stephen Foley
Investment Advisor Representative Chartered Federal Employee Benefit Consultantâ„ 

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

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