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Robert Armendariz III Headshot

Robert Armendariz III

Founder & Financial Advisor

Robert Armendariz III brings nearly a decade of experience in financial planning, specializing in investment, retirement, business succession, and estate planning. He embraces the idea that having ambitious, even seemingly unrealistic goals is perfectly fine, but he emphasizes the importance of following a realistic and structured plan to achieve them. This approach has been instrumental in helping individuals, families, and business owners manage their financial futures with less stress and greater confidence. Robert is a proud native of Presidio, Texas, is a bi-lingual financial advisor with a rich background in helping people take control of their financial futures. He earned his degree in International Business and Finance from The University of the Incarnate Word. Now based in San Antonio, Texas, Robert enjoys golfing, weight training, tequila tasting and Spontaneous trips.

P: (432) 294-3698

rarmendariz@presidiows.com

Disclosure

Robert Armendariz III is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, NY, and TX. No insurance business may be conducted outside the states referenced.

Robert Armendariz III is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 8000 W Interstate 10 Ste 800, San Antonio, TX, 78230. In this regard, this communication is strictly intended for individuals residing in the state of Texas. No offers may be made or accepted from any resident outside the specific state referenced.

Robert Armendariz III is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the state of Texas. As such, these services are strictly intended for individuals residing in the state referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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    • MainStay Mutual Funds
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    • NYL Online Account
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