Texas Based Financial Firm Doubles the Size of Corporate Headquarters and Begins to Expand Nationwide
TYLER, Texas, Sept. 25, 2015 /PRNewswire/ — The Feliciano Financial Group (FFG), one of the nation's premier holistic financial planning firms, announced today that they have been awarded with two Woodbury Financial Services Crystal Eagle awards as the broker dealer's #1 Growth Advisor and #1 Recruiting Managing Rep for 2014. This news comes as the company completes phase two of their business expansion plan, doubling the size of their East Texas home office to accommodate the group's rapid growth and future market plans.
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The additional office space will provide capacity for increased client services, public educational workshops, advisor training facilities, and offices for their recent merger with Geriatric Care Solutions. Geriatric Care Solutions is the family crisis management and planning arm of the company, which works with clients after tragedy strikes, with an in-house attorney to answer questions regarding all the legal aspects of any financial decisions a client plans to make.
"It's rare to find a broker dealer confident enough to leverage everyone's unique abilities and best practices while providing advisors with the freedom to grow their practices organically, which is why we are so proud to be celebrating our firm's 22nd year with Woodbury Financial Services," company chairman Jose Feliciano said. "Rick Fergesen, president of Woodbury Financial Services, and the broker dealer's commitment to the Regional Vice President structure, gives them the unique ability to offer strong corporate governance while still giving his advisors focused one on one attention."
"Our firm's philosophy to financial planning is holistic, and involves putting together a team of professional advisors who deliver investment, retirement, estate planning advice, health insurance, long-term care planning, and crisis management," Feliciano added. "With clarity of purpose, intentions, values, and goals, we are able to develop a comprehensive plan which takes into account our client's life style and financial resources."
"The Feliciano Financial Group, under the leadership of Jose Feliciano, have been leaders at Woodbury Financial for years. Their holistic planning approach to wealth management offers clients a breadth of services that differentiates them from other financial advisors," states Rick Fergesen.
Established in 1983, the Feliciano Financial Group serves the financial needs of individuals, families, businesses and professionals throughout the United States. Their objective client-centric approach has helped them grow their practice. During the last two years, FFG has begun to expand nationally by adding offices in California, Utah, and Wisconsin to its line-up of affiliated advisors groups throughout Texas, Oklahoma, and Arkansas.
Securities and Investment Advisory Services offered through Woodbury Financial Services Inc., Member FINRA/SIPC. American International Group, Inc. (AIG), is the holding company of this independent broker-dealer. Fixed and traditional insurance offered through Feliciano Financial Group, which is not affiliated with AIG or Woodbury Financial Services, Inc.
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Jeannie McLaughlin
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