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214-906-0154

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Dallas TX Financial Planner

Company Information

Company Name:
Main Contact Person:	Dan Skognes
Address: ( VIEW MAP )	2136 Pritchard Dr. , Grapevine , Texas 76051
Primary Phone:	214-906-0154
Mobile Phone:	214-906-0154
Fax:	817-796-1011
Website URL:	Click here to visit our website
Email:	Click here to send us a message
Number of Employees:	8
In Business Since:	2006
Legal Structure:	Sole Proprietor
Annual Sales Volume:	Over $1,000,000

Company Overview

Looking for a Dallas, TX or Fort Worth, Texas Financial Planner? We specialize in non-traditional assets that have no market exposure. We represent 11 different companies that offer a wide range of products and services that we customize for the client. We do 401k and IRA rollovers as well as set up non-qualified cash accounts. Our primary asset class has had a double digit return for the past 10 years. So if you are in Dallas, TX or Fort Worth, Texas and need a Financial Planner, please contact us.