TELEIOS Financial

We are your Local premier, Wealth Management, and Financial p
Planning firm located in Celina, TX. We are also the host of the radio show WEALTH REALIZED. You can listen to archives of the show here: https://www.celinacitylimits.com/archives

Our Mission:
Meeting people where they are financially, to help them turn a hope for security into a path of achievable certainty.

Vision:
In a day in age where relational integrity is fleeting, we believe in providing a service where trust is not an option; it is the foundation. This foundational piece is achieved by striving to always operate in concierge mindset of doing what is right, loving people and working humbly. Through the use of research-based truths, paired with time tested strategies, we bring a 360-degree approach that is not only attainable but adaptable for every financial path in life.

Our goal is to provide our clients with an experience that they can passionately communicate to others.

In return we ask that our clients be faithful, available, and teachable.

Through motivation and encouragement, hope is revealed and being prepared is achieved.

Core Values:
Do what is Right. Love People. Work Humbly. ~Micah 6:8

TELEIOS. See through to completion.

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.