Gulf View Retirement Solutions
FINANCIAL SERVICESINSURANCE SERVICESINVESTMENT ADVISORS
Gulf View Retirement Solutions is an independent financial services company located in Houston and Galveston, Texas. We work in our client’s best interest, and Terri is an investment fiduciary. Our goal is to assist people who need or want help with their investment management and insurance needs.
Alexander Liepman is responsible for individual stock and bonds purchases in a brokerage account. He follows an investment process with his recommendations.
Terri Canterbury is responsible for planning, mutual funds, managed investment accounts, and insurance, including annuities. She evaluates investments for quality, risk, stability and matches them to the client profile.
Risk matters. You may not achieve your goals if you expect greater returns than your investment can provide, or you may not stay invested if you exceed your tolerance for market swings. Do you know your risk score, and do your assets match that score?
Be informed. Be organized. No judgment. Get support.
We can meet our clients virtually through ZOOM, Facetime, telephone, or in-person meetings. Contact us at 409-974-7000, email@example.com, or firstname.lastname@example.org to schedule a consultation.
Securities and investment advisory services offered through Next Financial Group, Inc. Member FINRA/SIPC. Gulf View Retirement Solutions, PLLC. is not affiliated with Next Financial Group, Inc.