Tony Ackerman

Tony Ackerman

Financial Representative
Investment Advisor Representative

New England Financial - Houston
3700 West Sam Houston Parkway South, Ste. 410
Houston, TX 77042

Phone: (713)963-4121
Fax: (713)963-1420
E-mail:


BUSINESS PHILOSOPHY

My goal is to provide families and business owners
with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.


PRODUCTS AND SERVICES

§         Investment Advisory Services

§         Charitable Giving Strategies

§         Asset Allocation Strategies

§         Estate Conservation Strategies

§         Education Funding Strategies

§         IRA Consolidation/Rollovers

§         Long-Term Care Insurance

§         Mortgage Protection (funded by life insurance and disability income insurance)

§         Lump Sum Pension Distribution

§         Disability Income Insurance

§         Pension Transfer/Rollovers/Payout Alternatives

§         Mutual Funds

§         Tax Sheltered Annuities, 403(b) Plans

§         Term and Whole Life Insurance

§         Universal Life

§         Variable Universal Life Insurance

§         Fixed and Variable Annuities


QUALIFICATIONS

§      Licensed to sell Life Insurance in Texas

§      Registered Representative of New England

      Securities, Corp.

§      Investment Advisor Representative

§      Securities Licensed – Series 7, 6, 63, 65

 

PERSONAL

§      Lifetime resident of Houston

§      Memorial High School graduate

§      Graduate of Rice University, BA Degree 1982

§      Interests include outdoor activities, family, sports and

      community service

 

ORGANIZATIONS

§      President, Exchange Club of Memorial

§      Member, Houston West Chamber of Commerce

§      Actively involved in community, social, religious, civic

      and charitable endeavors