Spectrum Advisors, Inc.
15301 Spectrum Drive, Suite 115
Addison, TX 75001
Tel: 972-931-3700
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Spectrum Advisors
Offering a Broad Range of Financial Planning Services
Building Long-Term Client Relationships . . .
By utilizing creative strategies, Spectrum Advisors, helps clients gain maximum control and efficiency in managing their wealth through a cutting edge Wealth Management System.
Services offered by Spectrum Advisors include:
- Financial Planning
- Estate Analysis
- Investment Management
- Retirement Income Planning
- Asset Protection
- Insurance Planning
- Business Continuation
- Employee Benefits/ Retirement Plans
Focusing on What is Important to you
Recognized as one of the area's most respected wealth advisory firms, Spectrum Advisors combines extensive professional expertise and experience to provide the wisdom necessary to navigate the complex nature of wealth management.
Spectrum Advisors is the financial partner that you can trust to help achieve your financial goals. We have received numerous industry awards which reinforces that the principles of client first, integrity, long term view and diversification have been rewarding to us and our clients!
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Mike Reppert offers securities through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 3780 Mansell Rd., Suite 150, Alpharetta, GA 30022, (678) 356-1100. Spectrum Advisors, Inc. is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.
Donald Goerner offers securities through Purshe Kaplan Sterling Investments,
Member FINRA / SIPC; 18 Corporate Woods Blvd., Albany, NY 12211
Financial Planning and Investment Advisory Services offered through
Spectrum Advisors, Inc., 15301 Spectrum Dr., Suite 115, Addison, TX 75001
Spectrum Advisors is not an affiliate or subsidiary of Purshe Kaplan Sterling Investments
Not FDIC insured. Not bank guaranteed. May lose value, including loss of principal. Not insured by any state or federal agency.
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