Wes Young & Associates

Wes Young & Associates Wes Young & Associates is a financial company working with business owners, executives & families. WES YOUNG is not licensed in all jurisdictions.

At Wes Young & Associates, we work with business owners, executives and families, utilizing a comprehensive financial planning process designed to coordinate and orchestrate all aspects of each client’s life into a cohesive whole. Our holistic planning approach begins with us spending time with you, asking questions about where you are financially and things that are important to you. Once we have

this clarity, we are able to identify and discuss the areas of planning that may be most valuable to what you are trying to accomplish. We then provide you the context you need to choose the best path in each of those areas, and coordinate the ex*****on and ongoing management of the agreed upon direction. CORE SERVICES
- Wealth management
- Retirement planning
- Family protection
- Estate and legacy planning
- Business succession and exit planning
- Executive benefits
- Philanthropic planning

WES YOUNG is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. WES YOUNG is a Registered Representative of securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. WES YOUNG is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Neither WES YOUNG AND ASSOCIATES nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. WES YOUNG AND ASSOCIATES is not owned or operated by New York Life Insurance Company or its affiliates. CA ins lic .

6200 Bridge Point Pkwy. Building IV, Suite 300
Austin, TX 78730
(512)329-4286

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Registered branch address:
3300 Scenic Valley Drive
Leander, TX 78641

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: "If you want to achieve excellence, you can get there today. As of this second, quit doing less-than-excellent work." ~Thomas J. Watson

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: “You make your choices, and then your choices make you.” – Darren Hardy

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: “Good business leaders create a vision, articulate the vision, passionately own the vision, and relentlessly drive it to completion.” – Jack Welch

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: "If you can push through that feeling of being scared, that feeling of taking a risk, really amazing things can happen." – Marissa Mayer

Address

6200 Bridge Point Pkwy, Bldg V, Ste 300
Austin, TX
78730

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15123294286

Website

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