First Lonestar Bank

TIAA Financial Services, based in Frisco, TX, operates as a prominent financial institution specializing in investment and insurance products. The company provides advisory services through Advice Planning Services and is a member of both FINRA and SIPC, ensuring a comprehensive range of financial solutions for its clients. As a subsidiary of the Teachers Insurance and Annuity Association of America (TIAA) and the College Retirement Equities Fund (CREF), the organization focuses on wealth management and investment services, while also emphasizing the importance of considering investment objectives and associated risks. TIAA's offerings include securities products, annuity contracts, and life insurance, with a commitment to transparency in its financial dealings. Generated from the website

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations