Financial Advisor Austin: CRIS Financial

If you are in need of a financial advisor in Austin, an Austin suburb or anywhere in the Greater Austin area, the experienced financial advisors of CRIS Financial will be glad to meet with you. CRIS Financial is a renowned securities firm with more than a quarter century in business. Throughout our 26 years, we have not received a single filed customer complaint - and we aim to keep it that way.  How have we accomplished that feat?  We do exactly what we say we are going to do. We believe that it's not just our job, it's our commitment to you.  We want to exceed your expectations.   If this is the kind of financial advisor you are looking for, please read on.

What CRIS Financial Can Do For You

At CRIS Financial, we create customized financial programs for conservative investors like you. We don't make your decisions for you; rather, we advise you so that you can make informed, educated decisions that you feel comfortable with. We can advise you regarding:

  • Retirement income planning
  • Tax management
  • Investment management
  • Retirement strategies
  • Estate conservation
  • Insurance and Annuity products (mitigating risk)
  • IRAs and IRA rollovers
  • 401K, 403B and TSP Rollovers

Meet our Advisors

CRIS Financial has not one financial advisor in Austin, but two partners who can advise you depending on your specific needs. Both are highly qualified to assist with financial planning and investments.

John W. Glowacz

  • Series 6 and 63 Securities License
  • General Lines Property and Casualty License
  • Host of Safe Investment Alternatives (radio show)

Jim Donewald

  • Series 65 Registered Investment Advisors License
  • Licensed life insurance agent
  • Long term care and medical supplements specialist

If you consider yourself a low  or moderate risk tolerance investor, then CRIS Financial is the firm for you. New and seasoned investors alike can benefit from the expertise of our advisors, and enjoy a more secure financial future because of their insights.

Don't just settle for any financial advisor in Austin; trust the experienced professionals of CRIS Financial. To schedule a consultation appointment with John or Jim, please use the contact information below.

Contact a qualified financial advisor in Austin! Call CRIS Financial at (281) 391-7608, or use our online contact form if you prefer to receive a call from our office.