Coble Cravens Investments and Insurance

Background

Coble Cravens Investments and Insurance, headquartered in Arlington, Texas, has been a cornerstone in the financial services industry since its inception in 1907. The firm is dedicated to assisting families and businesses in building, protecting, and managing wealth through a comprehensive suite of services. Over the years, Coble Cravens has established a reputation for integrity, industry leadership, and excellence.

Key Strategic Focus

Coble Cravens offers a holistic approach to financial planning, encompassing:

Financial Planning: Tailored strategies aligned with clients' personal and financial goals.

Retirement Planning: Comprehensive plans to secure clients' financial futures.

Investment Management: Customized investment strategies to optimize returns.

Estate Planning: Solutions to protect and transfer wealth effectively.

Insurance Services: Life, disability, long-term care, home, and auto insurance to safeguard clients' assets.

The firm's independent status allows access to a broad array of products and resources, ensuring solutions are specifically tailored to each client's needs.

Financials and Funding

As a privately held firm, specific financial details and funding history of Coble Cravens Investments and Insurance are not publicly disclosed.

Technological Platform and Innovation

Coble Cravens leverages its affiliation with Cetera Advisor Networks LLC, a premier broker-dealer, to access a wide range of investment products and resources. This partnership ensures that the firm can offer clients comprehensive and up-to-date financial solutions.

Leadership Team

Jerry Proter, CLU®, ChFC®: Chairman, CEO, and Financial Advisor with over four decades in financial services. Jerry specializes in estate planning, retirement planning, wealth management, employer-sponsored savings plans, and business continuity planning.

Roger Martin, CLU®: Vice President specializing in life insurance, disability, and physician benefits. Roger has extensive experience in financial planning, focusing on tailored solutions for business owners and medical professionals.

Gary G. Locke, CFP®, ChFC®: Financial Advisor with over 30 years in the industry, focusing on financial planning, retirement planning, asset management, and education planning.

Paige Phillips, CFP®: Associate Planner who collaborates with clients and advisors to create personalized financial plans aligned with clients' goals and values.

Competitor Profile

In the financial services sector, Coble Cravens faces competition from firms such as Cravens Warren and Company, a Houston-based agency offering personal and commercial insurance lines. Cravens Warren has been serving Texans since 1946, providing a full range of insurance products and services.

Strategic Collaborations and Partnerships

Coble Cravens' affiliation with Cetera Advisor Networks LLC enhances its ability to offer a diverse range of financial products and services, ensuring clients receive comprehensive and tailored financial solutions.

Operational Insights

Coble Cravens' long-standing presence in the industry, combined with its comprehensive service offerings and commitment to personalized client relationships, positions the firm as a trusted partner in financial planning and insurance services.

Strategic Opportunities and Future Directions

With a history spanning over a century, Coble Cravens is well-positioned to continue its growth by leveraging its expertise, expanding its service offerings, and strengthening client relationships to meet the evolving financial needs of individuals and businesses.

Contact Information

For more information, visit the official website:

Note: Specific contact details such as address, phone number, and email are omitted as per instructions.