Texas Investment & Retirement Associates

Texas Investment & Retirement Associates is an accountant in Dallas, TX, located at 4131 North Central Expressway. The firm specializes in wealth management, retirement and financial planning, and investment management services. Offerings include 401(k) services, IRA services, estate planning strategies, college plans, life insurance, long-term care insurance, variable and fixed annuities, disability insurance, life planning, and brokerage services. The firm also provides advice for life changes such as retirement account distributions, inherited assets, beneficiary IRAs, and proceeds from the sale of a business, real estate, divorce settlement, lottery winnings, or lawsuits. Their approach involves individualized strategies that include ongoing monitoring, personalized service, periodic reviews, and the rebalancing of investments when necessary. The team works to address complex investment portfolios, income generation, and financial planning needs. Founder Mark K. Durham is a Registered Principal with LPL Financial and has over 40 years of experience in financial services. He previously served as a vice president with two New York Stock Exchange member firms. He was the host of "The Texas Financial Focus," a feature that aired twice weekly on WBAP Radio in Dallas/Fort Worth. He holds a Master of Science in Economics and a Bachelor of Business Administration from Texas Christian University, where he was initiated into Omicron Delta Epsilon. He also completed the Investment Decisions and Behavioral Finance Executive Education Program at the Harvard Kennedy School. Texas Investment & Retirement Associates holds a 5.00 rating based on customer reviews. The firm is affiliated with LPL Financial, which supports nearly 20,000 financial advisors nationwide. Texas Investment & Retirement Associates combines deep financial expertise with a personalized approach to help clients in Dallas achieve their investment and financial planning goals.

The firm sits on North Central Expressway, near the intersection with North Fitzhugh Avenue and within a short walk of Ben Milam Elementary School.

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