Sethna Financial

Financial Services · 2 Employees
Phone Number: 17139634229
Email Address: sethna@sethnafinancialgroup.com
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About
At Sethna Financial Group, our focus has always been on accomplishing our clients’ objectives. Successful business owners, physicians, & executives engage our firm to help them crystallize their financial goals & implement a holistic plan of action to achieve them. We utilize a coordinated 6-step process to help ensure that all financial areas are considered to develop the right course of action. We are committed to developing & maintaining strong relationships & exceeding expectations. Zarir J. Sethna is an agent licensed to sell insurance through New York Life Insurance Co. & may be licensed with various other independent insurance companies in the state of TX. No insurance business may be conducted outside of the states referenced. Zarir is a Financial Adviser offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser in the state of TX. As such, these services are strictly intended for individuals residing in the states referenced. Zarir is a Registered Representative of & offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of CA (#0I30962) and TX. No offers may be made or accepted from any resident outside the specific states referenced. Zarir is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Co. Sethna Financial Group, LLC. is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither Sethna Financial Group, LLC., Zarir J. Sethna, nor The Nautilus Group®, Eagle Strategies LLC or its subsidiaries & affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation. Sethna Financial Group is not owned or operated by New York Life Insurance Company or any of its subsidiaries.3200 Southwest Fwy, Ste 1900, Houston, TX 77027 (713)963-4229
Year Founded
1988
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Industry
Financial Services
HQ Location
Phoenix Tower 3200 Southwest Freeway, Suite 1900 Houston, TX 77027, US
Keywords
Estate and Legacy PlanningFamily ProtectioRetirement PlanningBusiness Succession and Exit PlanningExecutive BenefitsPhilanthropyLife InsuranceInvestment ManagementAnnuities
Location
  • Phoenix Tower 3200 Southwest Freeway, Suite 1900 Houston, TX 77027, US

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