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Dan Serra

Strategic Financial Planning
Financial Planning

Contact Information:

Plano, TX 75024
United States

Years in Business:

 

4

Clients I'm Seeking:

 

High net-worth families and business owners seeking holistic financial planning to work toward creating a successful life. Also spouses seeking divorce who want help with settlements.

About My Business:

 

Independent fee-only firm providing unbiased advice that is in the best interest of the client. No product sales, just advice. Visit web site for more details: StrategicFP.com

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