About Stavis Margolis Financial Services Financial Data Center On-line Account Access
The Stavis, Margolis Approach
Stavis, Margolis Advisory Services is an independent, full-service, financial advisory firm providing services customized to our clients needs.

We believe it is essential that our financial planners work together with clients to achieve client goals. We offer proven investment strategies to meet desired objectives. We believe financial advisors must be knowledgeable about investment, retirement, estate planning and business succession planning as well as the various products and services available.

We strive to maintain an aerial view of each client's financial situation. We want to fully understand how the elements will work together to ensure attainment of the client's goals.

What Differentiates Stavis, Margolis?
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Review the outstanding qualifications and experience of our Professional Staff
For more information about Stavis Margolis Advisory Services, or to have one of our Professional Financial Advisors get in touch with you, please Contact Us
Stavis, Margolis Advisory Services, Inc.
1300 Post Oak Blvd. Suite 1500
Houston, Texas 77056

Phone: 713.552.9277
or

800.538.8152
Fax: 713.552.0906
E-mail: contact_us@stavismargolis.com

 
"One of the greatest gifts in life is the power to estimate correctly the value of things. In our business, it is the RELATIONSHIPS that we develop with our clients that we value the most."
 The Stavis Margolis Team
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