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Toll Free: (800) 696-3782  |  Jasper: (409) 384-5713  |  Orange: (409) 238-6218  |  Silsbee: (409) 373-7512  |  Visit Us!

About our Firm

When you call our office, you talk to a live person who knows you by name.  You don’t have to press buttons or stay on hold forever. You can see your advisor.  You can talk to your advisor.  Your advisor listens to you.

You receive personal attention and hometown service – the way it used to be.

Cam Monroe, CPA, is founder and owner of Advanced Financial Services.

For more information or to schedule a complimentary appointment, please call Trae at (800) 696-3782 or CLICK HERE.

Complimentary Guide
"Your Retirement Income Planning Checklist”
Compare your retirement checklist with ours. Are you really ready?

  • Cam founded Advanced Financial Services in 1990 and began working full-time with retirees and those planning for retirement. His goal is to help clients increase their retirement income without losing their money.
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    Securities offered through J.W. Cole Financial, Inc. Member FINRA/SIPC
    Advisory services offered through J.W. Cole Advisors, Inc.
    J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., and [Advanced Financial Services] are unaffiliated entities.
    Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.
    Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.