Andrew Balettie, Financial Advisor

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Dallas, TX
Andrew Balettie, Financial Advisor

Financial Advisor, Maus and Associates, LLC Please contact me to help you fully analyze your needs and recommend appropriate solutions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. In addition to a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent wi

th New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither Maus 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. Maus and Associates is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. Any testimonial or endorsement shown is based on an individual’s experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here.

5005 Lyndon B Johnson Fwy, Ste 1600
Dallas, TX 75244
972-454-9317

CA License #4503846

05/25/2026

An absolutely beautiful morning performing with the Frisco Community Band in honor of those who did not make it back.

I hope this Memorial Day we are able to reflect on the many liberties we enjoy as Americans because of the sacrifices of those before us.

05/15/2026

What a fantastic past couple of days of learning from some of the best minds in the industry - The Nautilus Group Annual Meeting has been a HUGE value-add to my business and our clients!

05/04/2026

Happy “May the 4th” to those who remember when the Force was… a stable WiFi connection.

Throwback to 2020, when I was teaching on Zoom dressed like Darth Vader, because apparently that’s what “adapting to unprecedented times” looked like. Somehow, we all leveled up overnight—new tech, new routines, and a newfound ability to present while chaos quietly unfolded off-camera.

It felt surreal then. It feels even more surreal now. But here’s the thing: we didn’t just get through it, we got better because of it. More resilient, more creative, maybe even a little more human.

How did the Force guide your work-from-home era?

04/27/2026

What a fantastic local business! It was a lot of fun celebrating their 20th anniversary of being in business with a ribbon cutting!

Bounce 'n' More

03/29/2026

I was honored to receive the leadership award from the Rowlett Area Chamber at their annual Gala last night. Serving this organization has been one of the highlights of my job the past few years - it is truly a wonderful group of people and some really fantastic local businesses.

Here's to 2026 and beyond!

03/19/2026

Today's office, Spring Break "Stay-cation" edition.

Today, I have successfully completed the following while poolside:

- Transfer of Assets form for a client
- Delivered a Term Life Insurance contract
- Took 2 initial calls with future clients

Thankful for a career that provides and allows me to have fun with the family on spring break!

03/18/2026

I love meeting with this group of local business owners every Wednesday morning - each one brings unique perspective and a passion for their business

One thing that most small businesses don't adequately plan for is what the end looks like. According to the Conway Center for Family Business, only about 1/3 of family-owned businesses successfully transition to the second generation, roughly 12 percent survive into the third, and only about 3 percent reach the fourth generation. Less than half of the small businesses that are listed for sale actually sell.

The businesses that transition successfully when the owner is ready are the ones who have planned for it. Let's talk about what happens to YOUR business when you're ready to step back.

Source: https://bit.ly/4rElNx4

02/23/2026

No matter your background, industry, or political views, voting is one of the simplest and most powerful ways we shape the future of our communities.

If you haven’t voted yet, make a plan. Encourage your team, your colleagues, and your network to do the same.

Engaged citizens build stronger communities.

02/16/2026

This 3-day weekend, I skipped the service appointment and handled my own car maintenance instead. A few parts, some time in the garage, and a little effort saved me a solid chunk in labor costs.

There’s something satisfying about doing the and keeping the cash. Small wins like this add up.

How are you saving money lately? Drop your ideas in the comments.

02/10/2026

Spending time with local business owners and community leaders is one of the most valuable parts of being a financial advisor. These conversations build trust, deepen understanding of real-world challenges, and create partnerships that benefit everyone involved.

When you invest in your local business community, you’re not just growing a network. You’re strengthening the ecosystem your clients live and work in every day.

Grateful for opportunities like this to connect, listen, and learn.

Rowlett Area Chamber

Address

5005 LBJ Freeway, Suite 1600
Dallas, TX
75244

Telephone

+15125770343

Website

http://www.mausandassociates.com/

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