Are You A Pro? Join For Free

Michael Torres

Waddell & Reed, Inc.
Financial Planning

Contact Information:

San Antonio, TX 78213
United States

Years in Business:

 

5

Clients I'm Seeking:

 

I am looking for clients who want to improve their situation through financial planning. Please let me know if you would like a complimentary consultation to review your goals.

About My Business:

 

I help people in the six key areas of financial planning: current situation, risk management, retirement planning, investments, tax strategies, and estate planning. I will not prepare taxes or help you write a will but I can coordinate with your other professionals to make sure your overall goals are met.

Company:
Expertise:
Location:
Years in business:
Member since:
Clients I'm looking for:
Bio: