Waco Texas Financial Planner

510 N. Valley Mills Ste. 304
Waco, TX 76710
Monday – Friday • 8:00am – 5:00pm

254-262-8033

Tammra McCord

Tammra McCord

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Tammra started in banking in 1981 quickly rising from a new account representative to manager 1985.Earning a reputation as a problem solver for failing banking centers. Building customer relationships is her strength and focusing on their benefit her passion. Entering into the investment arena in 1984 quickly it became the centerpiece to help her clientele. Building client relationships from Desoto,Dallas,Waxahachie, Waco,Mexia ,Marlin,Mart,West.

Always searching for ways to improve the service to her clients which has lead her to Feliciano Financial Group and Holistic Investing.

Securities and Investment Advisory Services offered through Lion Street Financial LLC., Member FINRA & SIPC, and Registered Investment Advisor. Feliciano Financial Group and Lion Street Financial LLC. are non affiliated entities.

Susan Mackie

Susan Mackie

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Susan Mackie has 30 plus years in the banking industry, as both a manager and Financial Advisor. She has worked with many clients in Central Texas taking care of their financial needs and building lasting relationships. Susan looks forward to renewing past relationship plus acquiring new ones that last a lifetime.

She joined the Feliciano Financial Group in 2017.

Securities and Investment Advisory Services offered through Lion Street Financial LLC., Member FINRA & SIPC, and Registered Investment Advisor. Feliciano Financial Group and Lion Street Financial LLC. are non affiliated entities.

Tyler Office  |  1828 East Southeast Loop 323, Suite 200, Tyler, TX 75701-8340  |  Mon-Fri: 8:00 AM - 5:00 PM  |  Sat-Sun: By Appointment

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Lion Street Financial, LLC., member FINRA/SIPC. Investment advisory services offered through Lion Street Advisors, LLC. Fixed and traditional insurance offered through Feliciano Financial Group (FFG). Medicaid planning and consulting offered through Geriatric Care Solutions (GCS). FFG and GCS are not affiliated with Lion Street Financial, LLC.

This site is published for residents of the United States only. Registered Representatives and Investment Adviser Representatives of Lion Street Financial, LLC and Lion Street Advisors, LLC respectively, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.

DOL ERISA: Effective June 9, 2017, all individuals who provide advice to retirement plans, including Individual Retirement Accounts (IRAs), must abide by the fiduciary standard.  What does the fiduciary standard mean?  This means that your advisor must put your interests first before their own or that of the firm, make prudent recommendations, charge reasonable compensation and make no misrepresentations to you regarding recommended investments.  The recommendations made by your advisor must be based upon your specific investment needs and objectives.  The fiduciary standard is applicable to any recommendations that your advisor makes to you, the client, for your retirement account.  Please note the firm does have policies and procedures in place to monitor this level of fiduciary responsibility for our clients.

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