Partners & Documents

We partner with other firms in our community in the areas of trust and estate planning and tax preparation for clients who need those services and would like to make sure all of their planning is coordinated. We have a partnership with Charles Schwab, one of the oldest leaders in the financial industry

Charles Schwab

Charles Schwab

To view your Charles Schwab account please go here.

Call Schwab online support team- (800) 515-2157 or contact our office if you have any questions about enrolling in the online access.

If you have any questions regarding your account please contact our office.

Additional Resources

Here are several document that may assist you and provide better understanding of our business. Please feel free to fill out our of Electronic Delivery Form which will allow you to be added to our newsletter. Also our Risk Profile Questionnaire is a valuable tool we use to get to know you and your financial goals. If you have any questions feel free to contact our office.

Disclosure Brochure

Form CRS

Privacy Policy

Electronic Delivery Form

Risk Profile Questionnaire

Ready to schedule an appointment to discuss your financial future?

Call or fill out the form below to book a no-cost, no-obligation strategy session with Christy Hayes or Frank Cannon at Artesa Financial Group today.

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Short Form

Artésa Financial Group

Phone:

Email:

chayes@artesafinancialgroup.com

Address:

2040 North Loop 336 West
Suite 227
Conroe, TX 77304

Broker Check by Finra

Artesa Financial Group ("Artesa") is an SEC registered investment adviser located in Conroe, Texas. registration does not imply a certain level of skill or training. Artesa and its representatives are in compliance with the current registration and notice filing requirements imposed upon state registered investment advisers by those states in which Artesa maintains clients. Artesa may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Artesa's web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Artesa's web site on the Internet should not be construed by any consumer and/or prospective client as Artesa's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools, calculators, or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Artesa. For information pertaining to the registration status of Artesa, including Artesa’s Form ADV, you can contact us or look for us on the Investment Adviser Public Disclosure website at: www.adviserinfo.sec.gov.

The information provided on this web site is provided for informational purposes only and should not be used as a substitute for professional investment advice. While all information on this web site is gathered from sources that we deem to be reliable, we cannot guarantee the completeness and/or accuracy of such information. The tools and calculators accessible on or from this web site are provided by third parties solely for your convenience and we do not guarantee their proper operation or the accuracy of the information resulting from their use and disclaim all warranties, both express and implied, regarding their operation and use and from the information resulting therefrom. Artesa does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Artesa's web site or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only and all users thereof should be guided accordingly. ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.

TX License #1836398. Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our investment, insurance and other services can meet your financial and retirement needs.

Privacy Policy | Disclosure Brochure

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