Bluecrest Financial’s cover photo
Bluecrest Financial

Bluecrest Financial

Financial Services

Odessa, Texas 6 followers

Providing comprehensive financial planning & wealth management solutions designed to create unique & meaningful legacies

About us

Wealth Redefined. We develop ideas and strategies to help build customized plans that empower our clients to reach their financial goals. Utilizing a team approach, our financial professionals go beyond expectations to serve clients and meet their needs. Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC Member SIPC (www.sipc.org) 14241 Dallas Parkway Suite 1200, Dallas, TX 75254. Bluecrest Financial is not a subsidiary or affiliate of MML Investors Services, or its affiliated companies. Shad Robertson is domiciled in TX, CA Insurance License # 4086610

Website
www.bluecrestwtx.com
Industry
Financial Services
Company size
2-10 employees
Headquarters
Odessa, Texas
Type
Privately Held
Founded
1933

Locations

Employees at Bluecrest Financial

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