Team Members
Billie LathamSr. Branch Office AdministratorFPQP®
FINANCIAL ADVISOR
Steve Martinez
1318 W Wilson, Borger, TX 79007opens in a new window
Focus Areas
- Military Professionals & Veterans
- New Investors
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
About Steve
What We Do:
My primary purpose is to help families, retirees, business owners and non-profit organizations in the Texas Panhandle and around the country develop financial comfort, assurance and confidence in achieving their goals.
I have a teacher's heart and delight in the educational aspect of investing. I believe you deserve to understand what you're investing in and why you're investing in it. I adopt a goals-based approach with you, and we will work towards achieving the goals that you set. My approach focuses on understanding your goals and then advising you on methods appropriate for your investing philosophy and...
My primary purpose is to help families, retirees, business owners and non-profit organizations in the Texas Panhandle and around the country develop financial comfort, assurance and confidence in achieving their goals.
I have a teacher's heart and delight in the educational aspect of investing. I believe you deserve to understand what you're investing in and why you're investing in it. I adopt a goals-based approach with you, and we will work towards achieving the goals that you set. My approach focuses on understanding your goals and then advising you on methods appropriate for your investing philosophy and...
Personal Interests
- Community Outreach
- Cooking
- Trivia
- Sports Enthusiast
- News & Media
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 03:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 03:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Phone
(806) 273-2634Fax
(855) 213-8808Office Address
1318 W WilsonBorger, TX 79007
Location
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