Satre & Associates

Satre & Associates A financial advisory practice of LPL Financial

CFP #61182
NPN #226634
CRD #1835514 is a broker-dealer and member of FINRA. Instead, contact me directly.

Tim Satre CFP® CDFA™Financial AdvisorCERTIFIED FINANCIAL PLANNER™ professionalLPL Financial . Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing

a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Please visit www.LPL.com for more important disclosures and information. Securities and advisory services offered through LPL Financial, registered investment advisor, member FINRA/SIPC. www.finra.org and www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit http://www.satreandassociates.com

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
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Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

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Marriage changes everything, including your insurance needs. Here are some things to look out for.

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Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

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Is there a role for both active and passive investments in your portfolio?

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Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

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Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

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Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

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Address

4184 Treadway Road
Beaumont, TX
77706

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3pm

Telephone

+14099249434

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