Halcyon Wealth Advisors

  • Financial Services
  • Irving TX
  • 7 employees
  • Financial Services
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Company Overview

Headquarters
6565 N. MacArthur Blvd., Suite 460, Irving TX
Website
halcyonwealthadvisors.com
Phone
(972) 444-9944
Employees
7
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Halcyon Wealth Advisors

Halcyon Wealth Advisors is an independent financial services practice located in Irving, Texas. The firm employs 7 individuals and generates approximately $2.5 million in annual revenue. Halcyon Wealth Advisors specializes in providing personalized financial services to individuals and families. Their offerings encompass a wide range of financial planning needs, including retirement planning, investment strategies, college funding, and estate protection. Their commitment lies in helping clients achieve financial security by developing tailored roadmaps to meet their unique goals. Halcyon Wealth Advisors emphasizes personalized advice and collaborative planning to ensure clients make informed decisions that improve their financial well-being. For more information, please visit their website at halcyonwealthadvisors.com.

Halcyon Wealth Advisors Industry Tags

Comprehensive
Personal Financial Planning
Private Wealth Management
Retirement Plan Advisory Services
Group Health & Welfare Plans
Executive Services for Owners & Key Employees
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FAQ

What is the location of Halcyon Wealth Advisors's headquarters?
The headquarters of Halcyon Wealth Advisors are situated at 6565 N. MacArthur Blvd., Suite 460, Irving TX
What is Halcyon Wealth Advisors's phone number?
Halcyon Wealth Advisors's contact number is (972) 444-9944.
What is Halcyon Wealth Advisors's official website?
The official website of Halcyon Wealth Advisors can be found at halcyonwealthadvisors.com.
What is Halcyon Wealth Advisors's current revenue?
As of February 2019, Halcyon Wealth Advisors's annual revenue reached $3B.
How many employees does Halcyon Wealth Advisors currently have?
Halcyon Wealth Advisors employs approximately 7+ people as of February 2019
Which industries is Halcyon Wealth Advisors primarily operating in?
Halcyon Wealth Advisors operates in the following industries: Finance, Credit
What are Halcyon Wealth Advisors's industry tags?
Halcyon Wealth Advisors's industry tags include: Comprehensive, Personal Financial Planning, Private Wealth Management

Employee Directory

Key Employees

Lynn Clark

President

Phone Email

Shawna Williamson

Director of Operations and Group Benefits Manager

Phone Email