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AB Financial Services

Grow Your Money

The AB Financial Services team is focused on helping you pursue your financial goals. From planning to save for your retirement, to managing your financial portfolio, our team will work with you to develop a strategy that you are comfortable with as we work to help you seek your goals. If you are ready to work with our team to develop the strategy that works for you, please contact them using the contact information below.

Investment & Retirement Services We Offer

We tailor our services to meet your unique needs. We will have a discussion with you about the combination of services that will allow you to go after your financial goals. Our investment, retirement and wealth management services include:

  • Retirement Planning
  • Annuities
  • Mutual Funds
  • Stocks & Bonds
  • Estate Planning
  • College Funding
  • Life Insurance
  • Long Term Care Insurance

Our Investment Services Staff

  • Blake White, MBA, CFP®

    Blake White, MBA, CFP®

    VP/Financial Services Advisor

    Division: AB Financial Services

    Phone: (903) 295-4408

    Contact Me
  • Greg Wade

    Greg Wade

    VP/Financial Services Advisor

    Division: AB Financial Services

    Phone: (903) 541-2052

    Contact Me

Check the background of investment professionals associated with this site on FINRA’s Broker Check.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Austin Bank and AB Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using AB Financial Services, and may also be employees of Austin Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Austin Bank or AB Financial Services.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value