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Happy Investment Services

Financial Planning

Selecting the right investments and monitoring them over time is crucial to any long-term strategy. Wealth Advisors at Happy Investment Services are here to help you. Our goal is to develop a personal roadmap for you through one-on-one financial planning and to help you navigate that plan to a financially secure future. We provide strategies designed to help you work toward growing your assets or creating income to help you pursue your dreams.

We want to help you customize an investment portfolio to help make your money work for you. With your help, we can determine the suitable mix of investments to help you address your financial objectives.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Happy State Bank and Happy Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Happy Investment Services, and may also be employees of Happy State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Happy State Bank or Happy Investment Services. Securities and insurance offered through LPL or its affiliates are:

 

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, FL, GA, IN, IA, KS, KY, MD, MO, MS, NE, NV, NM, NY, NC, ND, OH, OK, OR, TN, TX, UT, WA, WI

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Hear a Happy story.

Our roots run deep in Texas. Learn more about what makes us Happy.

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Choosing the appropriate insurance policies is a crucial part of your financial health. Let us help set you on the right path forward.