Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Federal Employee Service Center - Corporate
Headquarters |
| Address: |
5847 San Felipe 17th Floor |
| City: |
Houston |
| State: |
TX |
| Zip Code: |
77057 |
| Telephone: |
(888) 206 - 3352 |
| Fax: |
(281) 576 - 1229 |
| Web Site: |
www.webfederalservice.com |
| |
| Our Purpose for the Service Center is to provide
all Federal and Government employees with the necessary information concerning
their federal benefits and retirement planning. Our Objective is to give the
Federal and Government employee a better understanding of their current benefits
and provide individualized information and tools to help them achieve financial
success. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Andrew A. Galvan President/CEO |
(888) 206 - 3352 |
aagalvan@webfederalservice.com |
| 2. |
Edwin Spencer SVP/Compliance Officer |
(888) 206 - 3352 |
espencer@webfederalservice.com |
| 3. |
Dennis P. Novelli VP/Finance |
(888) 206 - 3352 |
dnovelli@webfederalservice.com |
| 4. |
Debra Ochoa-Galvan VP/Accounting |
(888) 206 - 3352 |
dgalvan@webfederalservice.com |
| 5. |
Alex Trevino VP/Marketing |
(888) 206 - 3352 |
atrevino@webfederalservice.com |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses: 6, 63
Insurance Licenses (Life, Health, Disability, etc): Life,
Heath, Disability
Other Licenses and Designations (ChFEBCSM, CFP®,
CPA, etc.): FBS*
Education/Area of Study: Insurance and Investment Consulting
/ Education Workshops, Personalized Federal Benefit Analysis
Associations and Affiliations: Authorized Federal Government
Contractor, Fed-Value
Experience:
I have / The office has been providing financial and/or related advice to clients
for 25 years.
How I/we charge clients for services:
--- |
Fee for Financial Planning (initial, hourly,
and/or retainer) |
--- |
Fee based on percentage of assets managed;
percentage ranges |
X |
Commissions, trail fees, redemption fees,
account fees, etc. |
X |
Other: Fees and Commissions paid by FESC,
Inc. & Financial Institutions |
Financial services provided:
--- |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
X |
Elder and long-term care planning |
--- |
Estate planning |
X |
Retirement planning |
--- |
Cash management and budgeting |
--- |
Stock and bond brokerage |
--- |
Other: TSP, FERS, CSRS, FEGLI, Workshops,
Fed -Value, Identity Theft, Family Programs, etc |
Specialty: Federal Benefits Consulting and
Planning for your retirement from the Federal Government
I am (or my firm is) registered with the SEC as an investment adviser. No
If so, in what states?
Number of employees who work in your office/firm:
--- |
1-5 |
--- |
6-10 |
X |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
X |
President/CEO/Owner |
--- |
Employee |
--- |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
--- |
No affiliation |
X |
Affiliated with Employee Benefits Investment
Group Inc. |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
