Ruedi Wealth Management
( 0 reviews )
Plano, TX
Ruedi Wealth Management is a family–owned and –operated Registered Investment Advisor (RIA) firm in Plano, Texas that specializes in retirement planning. Founded by our CEO, Paul A. Ruedi, Ruedi Wealth Management has since grown to a team of 5 financial advisors, 2 of which (Paul Jr. and David) hold the CERTIFIED FINANCIAL PLANNER™ designation and 1 (Daniel) holds the Retirement Income Certified Professional® designation. With this much retirement planning experience under one roof, you can be confident you have found the team to help you achieve your retirement dreams!
Website: http://www.ruediwealth.com/wealth-management-plano-texas/
Category:
Finance & Insurance -> Financial Planning
Address:
5851 Legacy Circle 6th Floor
Plano, TX 75024
(972) 532-7833
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Member Since:
Feb 21, 2019
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Yes, for all jobs
Hours:
Mon - Thurs 9:00 am - 4:00 pm,
Fri- 8AM–3PM
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Operated by: ruediwealthtx
Ruedi Wealth Management
Plano, TX 75024
Finance & Insurance -> Financial Planning
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