Broker Check

Financial Solutions Planning and Investments

 
 

Phil Messuri, MS, CFP®
phone: 505-798-6941

Travis Flandermeyer, MBA, AIF® 
phone: 505-717-1111

 
 

Safeguards Associated with Your Assets

  1. Our advisors, Philip J. Messuri, MS, CFP® and Travis Flandermeyer, MBA have clean records
    — Check broker name, under “Broker Check” at www.finra.org.
  2. Most accounts have a defined Investment Policy Statement (IPS)
    — Our firm is required to stay within specific allocation parameters
  3. Pershing LLC (a Bank of New York Mellon subsidiary) is the custodian for most accounts
    — Each account has SIPC Insurance
  4. Clients have complimentary access to view: Account holdings; all activity; and performance, via web access.