Financial Advisor Dallas: CRIS Financial

Financial Advisor Dallas: CRIS Financial

If you are interested in meeting with a financial advisor in Dallas, Fort Worth or anywhere in the DFW area, CRIS Financial welcomes your call. We are an experienced financial services firm with more than two decades of experience helping independent investors manage their portfolios and other financial plans.

What does a financial advisor do?

Every advisor is different, but at CRIS Financial, our specialty is developing customized financial programs for the average conservative investor. Part of our service is educating our clients, so that they can feel more confident in the financial decisions they make regarding:

  • Retirement income planning
  • Tax management
  • Investment management
  • Retirement strategies
  • Estate conservation
  • Insurance and Annuity products
  • IRAs and IRA rollovers
  • 401K rollovers

What are our qualifications?

CRIS Financial has not one financial advisor in Dallas, but two, and both are highly qualified to serve you. Both of our advisors have a wide range of personal and professional experiences that qualify them to assist with financial planning and investments. Those advisors are:

John W. Glowacz

  • Series 6 and 63 Securities License
  • General Lines Property and Casualty
  • 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

Both John and Jim are conservative financial advisors who specialize in safe investment alternatives for low  to moderate risk tolerance investors like you. Even if you are a seasoned investor, they can help you add value to your portfolio and reinforce the path you are taking toward a more secure future.

CRIS Financial is more than capable of providing you solid financial advice; why would you contact another financial advisor in Dallas? Call CRIS Financial today to schedule an appointment with John or Jim, using the contact information below.

Call a reliable financial advisor in Dallas today! CRIS Financial can be reached at (281) 391-7608, or via our online contact form.