We provide our clients with dependable solutions on financial matters through guidance, genuine caring and steadfast service, helping them achieve their retirement goals. A successful financial strategy depends on sound information, planning, execution and adjustment to change. We help educators and their families with their retirement, investment and insurance needs.
Our experienced and knowledgeable Advisors help clients grow and protect their portfolios from inception through retirement. Our dependable support staff are always available to assist our clients. F.R. Owen & Associates began as a family company in 1980, primarily serving the K-12 public school market.
Our experienced and knowledgeable Advisors help clients grow and protect their portfolios from inception through retirement. Our dependable support staff are always available to assist our clients. F.R. Owen & Associates began as a family company in 1980, primarily serving the K-12 public school market.
Services
In 1980 Frank Owen III joined forces with his father, Frank Owen Jr., and laid the groundwork for F.R. Owen & Associates. Working primarily in the 403(b) market, their client base grew, and by 1988 demand for additional products and services led them to expand the company's portfolio. Frank Owen Jr. passed away in 1989, but his spirit lives on in the firm his son incorporated in 1992.
Although we partner with a large pool of nationally recognized institutions to offer you a wide range of financial products, the most important thing we offer is the ability to help you make the right strategic and product choices. Most financial companies today have their own websites where you can view your accounts online.
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