Services
Financial Planning Consultation
Our licensed advisors give comprehensive financial planning through unique options and strategies that fit best for the client's financial goals and needs. From retirement planning, credit repair, personalized whole/term life insurance policies, IUL's, to financial structuring and funding. Give us a call we would love to help!
Investment Management Services
Investment management tailored to your needs, once we have you as a client, we consult you in ways to maximize your investments, we offer 24/7 live support, with real people! We are here to help you understand any questions you have about your finances. At any time. Literally!
Retirement Planning Solutions
Retirement can be scary, especially if you don't know where to start. Here at 137 Finance, we give you strategic retirement planning by offering the lowest risk to no risk products, that our tailored uniquely for each client.
“When my father passed, him having a life insurance policy allowed us, the family, to grieve in peace. It's a relief to be able to grieve in peace.”
- David Cohavi
Our Mission
137 Finance is proudly based in Dallas, Texas. We are a team of licensed professionals committed to helping our clients achieve their financial goals; short & long term. Our main focus is the financial security and future of our clients and their families.