Exencial Wealth Advisors in Plano

Horário de funcionamento

Segunda-feira: 08:00 - 17:00
Terça-feira: 08:00 - 17:00
Quarta-feira: 08:00 - 17:00
Quinta-feira: 08:00 - 17:00
Sexta-feira: 08:00 - 17:00

M-F 8am-5pm, Sa-Su Closed

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Exencial Wealth Advisors Prestador de serviços

5601 Granite Parkway
75024 Plano

9729857162
https://exencialwealth.com/

Dave Totah, Certified Financial Planner®, Partner and Senior Wealth Advisor at Exencial Wealth Advisors in Plano, TX.

Michelle Murphy, Relationship Manager at Exencial Wealth Advisors, at the Plano, TX location.

Becky Carpenter, Tax Administrator at Exencial Wealth Advisors in Plano, TX.

Amy Sewell, CPA, Senior Tax Manager, at Exencial Wealth Advisors in Plano, TX.

Descrição

Founded in 2003, Exencial Wealth Advisors is a fiduciary and national Registered Investment Advisory firm providing expert CPA, CFA, CFP®, and CIMA®-led wealth management services, including financial planning, tax planning, estate planning, risk management, and customized investment strategies with a focus on individual stocks, bonds, options, ETFs, and mutual funds.