The choice for Estate and Investment Planning
Eagle Ford Advisors Group, LLC is a South Texas Wealth Management Group based in San Antonio, Texas. We are committed to helping South Texas landowners, business owners and professionals achieve the following:
1)Accumulate and protect their wealth 2)Reduce exposure to taxes 3)Protect their families 4)Retire graciously 5)Pass down assets to future generations
Over the last five years, Investment Advisor Representative Dave Valtierra has traveled three days a week to visit with South Texas ranchers with oil royalties. In addition to servicing over 75 landowners with oil production, we work closely with families, business owners and professionals to develop customized financial plans that will give them confidence in their future. When you work with Eagle Ford Advisors Group, you can expect us to treat your family like our family.
Interested in learning more about our services?
Dave Valtierra creates deep, meaningful relationships with our clients while providing professional investment planning, financial planning and investment and insurance solutions that align with their long-term financial goals. Learn more about Dave Valtierra and the Eagle Ford Advisors Group team. From retirement and legacy planning to wealth accumulation and life insurance, Eagle Ford Advisors Group offers a number of solutions that can be customized to fit your personal needs. Click here to find out more about our 6-step, no-pressure approach to financial planning.
Eagle Ford Advisors Group, LLC
10101 Reunion Place, Suite 300
San Antonio, TX 78216
CRN202007-232934Dave Valtierra is a registered representative of and offers securities and investment advisory financial planning services through MML Investors Services, LLC, Member SIPC. 10101 Reunion Pl., #300 San Antonio, TX 78216 (210) 342-4141. Eagle Ford Advisors Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
Dave Valtierra is licensed to sell insurance in the following jurisdictions: Texas (Life, Health, Variable), Connecticut (Life), Florida (Life, Health, Variable)
Dave Valtierra is licensed to sell securities* in the following jurisdictions: Texas, Virginia
Estate and Investment Planning for South Texas Landowners