Jeffrey Cartledge
CFP®, FIC
Financial Advisor
State(s) Licensed: AK, AR Insurance Lic. #16232398, CA Insurance Lic. #0L59995, DC, IL, KS, MN, NC, NE, NM, OH, OK, TX
Phone: 512-686-1542
Address:
2955 Dawn Drive Ste 103
Georgetown, TX 78628
State(s) Licensed: AK, AR Insurance Lic. #16232398, CA Insurance Lic. #0L59995, DC, IL, KS, MN, NC, NE, NM, OH, OK, TX
Customized Financial Advice
My team and I strongly believe in Transparency, Clarity, and Helping You develop a Glide Path towards securing your financial goals.
Every client is different and has unique goals regarding their specific situation. We tailor our recommendations to whats most important to you, and help you identify and plan for possible turbulence along the way.
As someone with the CERTIFIED FINANCIAL PLANNER™ Professional designation I have committed to the highest ethical and fiduciary standards.
We would enjoy the opportunity to meet you. Thank you for your interest in partnering with us.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Georgetown Office
- Phone:
- 512-686-1542
- Mobile:
- 512-865-9775
Hours
M – F: 9 a.m. – 5 p.m.