Encompass Advisory Services
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
23102 Seven Meadows Pkwy, Katy, Texas, 7...Phone Number
(281) 644-1000Website
www.easadvice.comRevenue
<$5 MillionIndustry
About Encompass Advisory Services
Encompass Advisory Services provides holistic financial planning that integrates tax planning, estate planning, investment planning, and retirement planning for a diverse clientele including individuals, businesses, and charitable organizations. The firm emphasizes a personalized approach, beginning with an initial meeting to understand clients' unique investment goals and ensuring the protection of their principal. As a fiduciary and independent Registered Investment Advisory firm, EAS offers a wide range of investment options and regularly scheduled meetings to adapt to clients' changing needs. Their mission is to empower clients by aligning financial strategies with their values, focusing on faith, family, fitness, and fun.Explore more
SIC Code 62,628NAICS Code 52,523Show moreEncompass Advisory Services Org Chart
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Encompass Advisory Services provides holistic financial planning that integrates tax planning, estate planning, investment planning, and retirement planning for a diverse clientele including individuals, businesses, and charitable organizations. The firm emphasizes a personalized approach, beginning with an initial meeting to understand clients' un... Read More