ClearPath Wealth Strategies | Frisco, TX

Financial Services Professional

Trevor Houston, Founder & CEO

Contact Us

2600 Network Blvd Suite 130
Frisco, TX 75034
  • Mobile: 214.585.1934
  • Office: 972.377.5222

  • E-mail address: tmhouston@ft.newyorklife.com
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    • Contact Us
    • Why We Chose To Serve the Job Seeker Community
    • Our Location
    • Our Team
    • Our Alliances
    • Community and Industry Involvement
    • Financial Services
    • How We Help
    • Understand Your Options
    • Key Things to Know
    • How to Move Your Old 401(k)
    • Investment Strategies
    • Our Process
    • Webinars
    • Financial E-Books
    • Location and Contact
    • Schedule a Meeting
    • Retirement Preferences Self-Assessment
    • Cash Flow Assessment
    • Fund Families We Work With
    • Calculators
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ClearPath Wealth Strategies | Frisco, TX

Financial Services Professional

Trevor Houston, Founder & CEO

Contact Us

2600 Network Blvd Suite 130
Frisco, TX 75034
  • Mobile: 214.585.1934
  • Office: 972.377.5222

  • E-mail address: tmhouston@ft.newyorklife.com
Facebook LinkedIn
 
  • NYL Promo
 
  • Home
  • About Us
    • Why We Chose To Serve the Job Seeker Community
    • Our Location
    • Our Team
    • Our Alliances
    • Community and Industry Involvement
    • How We Help
    • Understand Your Options
    • Key Things to Know
    • How to Move Your Old 401(k)
    • Investment Strategies
    • Our Process
    • Webinars
    • Financial E-Books
    • Location and Contact
    • Schedule a Meeting
    • Retirement Preferences Self-Assessment
    • Cash Flow Assessment
    • Fund Families We Work With
    • Calculators
    • Tell A Friend
  • Products & Services
    • Financial Services
  • Resources
    • Tax Library
  • Account Access
    • Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
  • Contact Us

Trevor Houston, Mark Elder, and Gilbert Johnson are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of Michigan, Minnesota, Ohio, Pennsylvania, Texas, Washington, Arizona, Alabama, Colorado, California, Connecticut, Delaware, Florida, Georgia, Illinois, Maine, Nebraska, Virginia, Oklahoma. No insurance business may be conducted outside of these states referenced.

Trevor Houston, Mark Elder, and Gilbert Johnson are Registered Representatives of and offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of Michigan, Minnesota, Ohio, Pennsylvania, Texas, Washington, Arizona, Alabama, Colorado, California, Connecticut, Delaware, Florida, Georgia, Illinois, Maine, Nebraska, Virginia, Oklahoma. No offers may be made or accepted from any resident outside the specific states referenced.

Neither ClearPath Wealth Strategies nor New York Life or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

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Copyright 2023. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf