Investment Services

Advancial Investement Services is committed to helping you pursue your financial goals.

Investment Services

Advancial Investement Services is committed to helping you pursue your financial goals.

Some investment services companies put their profits above yours. At Advancial Investment Services, we're invested in you and your future. Our team of qualified advisors offer a full suite of financial investment services, including estimating your financial needs, minimizing the impact of taxes and portfolio diversification. The consultants at Advancial Investment Services are here to help identify your financial goals and build a solid plan to achieve them.

We'll provide you with objective, professional guidance and direction on:

Comprehensive financial planning through LPL Financial, a registered investment advisor
Retirement planning for individuals and small businesses
401-K rollovers
Investment management
Insurance services, including life, disability and long-term care
College planning
Estate planning

Lorenzo Ruiz III
Phone: 972.669.1314 x 4034
Fax: 972.231.7577
Email: lruiz@advancial.org

Lorenzo Ruiz is a seasoned financial advisor with over 20 years of experience in the financial services industry. Lorenzo holds the Series 7 license through LPL Financial. Lorenzo is available for appointments at any Dallas or Oklahoma branch locations. Registered states: CA, CO, FL, IL, LA, NM, NV, OH, OK, PA, TX, UT, VA, and WA.

Theodore A. Stanley
Phone: 281.752.8117 x 4117
Fax: 214.880.9538
Email: tstanley@advancial.org

Ted Stanley has over 25 years of experience in the financial industry. Ted has Series 7, 63, 66 and 24 registrations through LPL Financial and is registered to offer stocks, bonds, mutual funds and many other securities instruments through broker/dealer LPL Financial. He is also licensed to sell life and disability insurance as well as fixed and variable annuities through a number of quality carriers. Ted is available for appointments with any Houston, Lafayette or Anchorage members. Registered states: AK, CA, CO, FL, LA, NJ, AL, OH and TX.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents in the following states: Alaska, California, Arkansas, Florida, New Jersey, Colorado, North Carolina, Louisiana, Texas, Alabama, Oklahoma and Wisconsin.

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Advancial Federal Credit Union and Advancial Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured Advancial Federal Credit Union deposits and are not NCUA insured. These products are not obligations of Advancial Federal Credit Union and are not endorsed, recommended or guaranteed by Advancial Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and the loss of principal is possible.

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Your 20s may seem like an odd time to think of retirement, but it’s actually the perfect moment to start planning for your later years. That’s because the earlier you start saving, the more time your money has to grow.

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The Difference Between a Traditional 401(K) and a Roth 401(K)

An employer-sponsored 401(k) plan is often one of the most valuable parts of a job’s benefits package. Although free snacks and a generous vacation policy are great, making regular contributions to a retirement account can help ensure that your golden years are financially comfortable.

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Figuring Out How Much to Allocate to Your 401(K)

When your employer offers a 401(k) plan, you have a great opportunity to save for retirement. You’ll want to contribute at least enough to get the full employer match, if your employer offers one.

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We do business in accordance with the Federal Housing Law and the Equal Opportunity Act.

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Your savings are deferally insured to at least $250,000 and backed by the full faith and credit of the United States government.

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