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Business Profile

Wealth Management

Encompass Advisory Services, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(281) 371-6300

About

Overview

Encompass Advisory Services, LLC

23114 Seven Meadows Pkwy

Katy, TX 77494

BBB Accredited Since: 10/4/2023

Years in Business: 9

BBB Accreditation & Rating

Encompass Advisory Services, LLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

About This Business

Encompass Advisory Services is a Registered Investment Advisory Firm serving pre retirees and retirees navigating the complexity of retirement planning. We guide the way to financial independence using a proven retirement planning process, leveraging industry leading technology, as an independent fiduciary registered investment advisory firm. We use over 30 years of experience to chart your course into retirement and stand ready to help you continually navigate the ever-changing currents of investments, taxes, and estate planning. Let us walk you through your complimentary retirement planning session.

Business Details

Local BBB:
BBB of Greater Houston and South Texas
BBB File Opened:
10/2/2023
Business Started:
11/2/2015
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Scott Hansen, Vice President of Finance
Mr. Jason Ceyanes Sr., Owner

Additional Contact Information

Principal Contacts
Mr. Scott Hansen, Vice President of Finance
Customer Contacts
Mr. Scott Hansen, Vice President of Finance
Additional Phone Numbers
Other Phone: (832) 460-6007
Additional Email Addresses
Sales: Email this Business
Technical Support: Email this Business
Customer Service: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
Financial Industry Regulation Authority (FINRA)
1735 K Street
Washington DC 20006
Phone Number: 301-590-6500
http://www.finra.org/
Business Categories
Wealth Management, Retirement Planning Services, Investment Advisory Services, Estate Planning and Management

More Resources

BBB Reports On: Known Marketplace PracticesOverview of Ratings

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