David Martinez
Financial Services

CONNECT

Address:

6414 McPherson Road, Suite 7
Laredo, TX 78041

Phone:

(956) 722-0945

Fax/Other:

(956) 723-3340

Our Beliefs

At Strategies&Solutions, dba Insurance Planning Services, Inc., our clients are the heart of our business.  Our staff is committed in giving personal attention to our clients' individual needs and providing the personal service every client expects and deserves. 

These are our personal beliefs:

     We believe that our clients are not dependent on us-- we are dependent on them.

     We believe that our clients are not outsiders to our business—they are the most important part of it.      

     We believe that our clients are not an interruption to our work-- they are the purpose of it and we value the opportunity to serve them and to address their concerns. 

These personal beliefs are the solid foundation of our success.  If you share our beliefs and commitments, and if you value personal service, we may be what you have been looking for.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck