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3rd Quarter 2015 Newsletter

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Udell Associates nor Pendragon Financial Services are affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with Imageresidents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.

Bruce Udell Jeremy Udell Timbe

Bruce S. Udell
CLU, ChFC, MCEP, RFC

Jeremy E. Udell
President, CFP®
Timberly Merkle
Client Services Manager

 

 

 



 

 

We are a wealth management and estate planning firm specializing in estate
and trust planning, income tax planning, philanthropy and asset management.