Travis~Martin Financial Services, LLC (TMFS) is a family-owned financial services firm located in San Antonio, TX. The firm was founded in 1976 with the simple goal of providing financial products and services to people wanting to explore options that may help secure a sound and comfortable future. We are especially proud of our history of excellent service and our commitment to meeting each client's needs.
What We Do
Our mission is to offer suitable investment products and insurance services to provide our clients with the education and tools to help preserve wealth and reach financial goals.
TMFS offers products and services for individual and group investments, insurance, education funding, employee benefits, and retirement and estate planning. Our specific services include:
"I wish I had started sooner."
We often hear this from our new clients. Studies show that most Americans worry about their financial situation. From living paycheck to paycheck to planning for college to preparing for a decent retirement, many become physically and emotionally drained.
Studies also demonstrate that planning your financial future with a qualified professional can pay off. You can't change yesterday, but you can make a difference for your tomorrow by acting today.
Due to troubling times, many people are paralyzed and don't know what to do about their finances. As a result, they are doing nothing. We believe paralysis is the worst strategy. Contact us to schedule an initial evaluation of your financial and insurance investments. Begin your move from paralysis to action.
Jesse Travis & Judi Travis are Registered Representatives with and offering Securities through Transamerica Financial Advisors, Inc. (TFA) Member FINRA, SIPC and Registered Investment Advisor. Non-Securities products and services are not offered through TFA. TFA and Travis~Martin Financial Services, LLC are not affiliated. LD38413-10/10.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, acess to this information must be limited to individuals residing in the following states: CA, NM, OK, and TX.
A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, IA, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, IA, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, IA, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker/dealer, IA, BD agent or IA rep, a consumer should contact his or her stated securities law administrator.
CA License No. 0G26879
Copyright 2010 Travis~Martin Financial Services, LLC. All rights reserved.