Selah Financial

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Financial Planning Consultants, Financial Planners, Financial Services

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18 Years

in Business

Accredited

Business

(281) 990-7100Call Visit WebsiteVisit Website Map & DirectionsDirections1550 W Bay Area Blvd Ste 101Friendswood, TX 77546 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Friendswood with Financial Planning Consultants

Webster (3 miles)
Clear Lake City (4 miles)
Nassau Bay (6 miles)
League City (6 miles)
Seabrook (12 miles)
Kemah (12 miles)
Dickinson (13 miles)
Pearland (14 miles)

More Info

General Info

Selah Financial is a Houston, TX based financial services provider that offers retirement planning and wealth management services.

Email

BBB Rating

Extra Phones

Fax: (214) 382-9391

TollFree: (866) 366-8377

Payment method

financing available

Neighborhoods

Baybrook Mall, Clear Lake

Other Link

https://www.selahfs.com

Categories

Financial Planning Consultants, Financial Planners, Financial Services, Investment Advisory Service, Investment Management

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Details

Phone: (281) 990-7100

Address: 1550 W Bay Area Blvd Ste 101, Friendswood, TX 77546

Website: https://www.selahfs.com

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Selah Financial

Tax Planning
Many complimentary financial plans take fewer than 10 minutes to complete. Many risk assessments are done by asking just a few questions. Tax planning often involves a quick conversation, even when math makes more sense.
Charitable Giving
You’ve worked hard to get where you are. We want to help your loved ones be able to enjoy the legacy you’ve gifted them so that you can be part of something bigger than the right now. Our Legacy Planning approach helps clarify your legacy goals and align your implementation details as well. Advanced planning strategies and tools such as trusts, Donor-Advised Funds and Foundations are all utilized when needed for multi-generational wealth transfer and charitable giving.
Tax Services
Ornella grew up in Venezuela where she worked as an accounting associate and assisted in tax preparation. She utilizes her administrative background and love for people when she assists both clients and the Selah team in a wide variety of office functions and customer service.

Investment Management
This is perhaps the most important element of your financial picture. We use well-diversified portfolios as the central tool to pursue your goals. The systematic approach we take delivers a personal solution that takes your timeline, risk perception, goals, philosophies, and future needs into consideration.
Wealth Management
At Selah Financial Services, we believe in the power of individual choice in your wealth management. After all, it was that same power that founded our firm. Sharon Duncan opened Selah Financial with the vision of creating an approachable, client-centered, ethical atmosphere.

Accounting Services
Carolyn keeps the Selah team and business going while she continues her studies. She helps with our client’s needs, as well as providing bookkeeping, human resources and business management support. Carolyn’s attention to detail and processes supports all of us.
Bookkeeping Services

Financial Planning
, uses his B.S. in Accounting degree from UHCL, paraplanning experience, attention to detail, and research skills in our financial planning group. He proudly served our country in the US Navy and continues his life-long passion for serving others by helping Selah clients champion their dreams and make informed financial decisions.
Retirement Planning
Tommy performs ongoing research, paying close attention to any changes within our investment lineup. In addition to financial planning, Social Security benefit analyses and retirement planning, Tommy works diligently to provide the utmost in customer service.
Long Term Care
Then use a combination of other salespeople or professionals to address the remaining concerns: taxes, Social Security, health care insurance, long-term care insurance, estate planning, and maybe more.

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