Mint Private Client Group Pllc.

Tel: 832-372-9245
32935 Tamina Rd
Suite #103
Magnolia, Texas  77354
Mint Private Client Group Pllc. | Financial Advisor in Magnolia,Texas

About Mint Private Client Group Pllc.

At The Mint Private Client Group, our mission is simple: to provide personalized investment advice* that helps minimize our clients financial concerns and helps increase their confidence in investing. Pat Robertson understands that every client has individual needs. Our role is to help you make knowledgeable decisions about your investmentsstriving to provide you with greater financial sovereignty. Our investment strategies seek to enhance your success. Our goal is to establish a growing portfolio that helps optimize returns and helps lower volatility. We offer securities and advisory services through SagePoint Financial, Inc., one of the countrys leading independent broker-dealers. This union allows The Mint Private Client Group to provide comprehensive quarterly performance reports, detailed tax information, and high levels of advice and service at a reasonable cost.

General Information

Services:   Small Business Consulting, Employee Benefits, Estate Planning, Retirement Planning, Investment Portfolio Review, Financial Planning and Consulting, College 529 Plans, Life, Health, Dental, and Disability Insurance, Annuities, Tax-Efficient Investments

Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM

* Advisor information is provided in partnership with Yext