portrait of Josh Satterfield
FINANCIAL ADVISOR

Josh Satterfield

CFP®, CEPA®, AAMS™
2410 Wycon Drive, Suite 202, Waco, TX 76712opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Intergenerational Planning
  • Retirement Savings Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Health & Nutrition
  • Football
  • Coaching Sports

Team Members

  • Denise Mason
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(254) 420-2145

Fax

(866) 462-1711

Office Address

2410 Wycon Drive
Suite 202
Waco, TX 76712opens in a new window

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