Preservation of Principal
Provide the Best Possible Return
Peace of Mind
First Fidelity Tax & Insurance is a financial services organization that focuses on the needs of the retired.Our objective is to provide you with the financial instruments that can help give you the peace of mind to enjoy your retirement, knowing that your funds are safe and secure.
We believe that Retirement is a time to be enjoying the rewards of your life, so we spotlight investments that are predictable in terms of conserving principal and rate of return - savings accounts, money market accounts, fixed annuities and other higher yielding financial products.
First Fidelity Tax and Insurance has locations in Austin, Corpus Christi, Fredricksburg, Houston, Kerrville, McAllen, New Braunfels and San Antonio Texas.
We are very pleased with Robert. He has taken a lot of time to explain the financial situation to us and help us earn as well as being safe with our money.
We are very pleased with First Fidelity and our investment and tax plan insurance. Everyone in the office are very friendly and helpful.
First Fidelity helped us get rid of some very restrictive annuities and replace them with better ones. They even managed to do this with minimum surrender penalty. Their advice has always been useful and practical. Their business ethics are beyond reproach.
First Fidelity showed an interest in my finances that made me feel comfortable about allowing them to plan my financial future.