Fontana Financial Planning
2026-08-11
ID: #1392584
Listed In : Financial Advisors
Business Description
Fontana Financial Planning in Dallas, TX, led by Patrick Fontana, CFP and Michael Dunham, CFP, offers specialized tax, charitable, estate, and retirement planning. Our approach focuses on simplifying financial complexities, emphasizing personalized service with Raymond James' leading technology. Catering to clients with $1M+ in assets, we prioritize smart investing and tax efficiency. Serving both local and out-of-state clients, we're committed to your financial success.
Business Hours
Monday : 08:30 - 16:00
Tuesday : 08:30 - 16:00
Wednesday : 08:30 - 16:00
Thursday : 08:30 - 16:00
Friday : 08:30 - 16:00
Saturday - Closed
Sunday - Closed
Frequently Asked Questions
What services does Fontana Financial Planning provide?
Fontana Financial Planning provides estate planning, Retirement planning, Charitable Planning, Tax Planning, Investment Planning.
Where is Fontana Financial Planning located?
Fontana Financial Planning is located at 12240 Inwood Road, Suite 450, Dallas, Texas - 75244.
How can customers contact Fontana Financial Planning?
Customers can contact Fontana Financial Planning by phone at +1 214-400-1001.
Does Fontana Financial Planning have an official website?
Yes, the official website of Fontana Financial Planning is https://fontanafinancialplanning.com/.
Does Fontana Financial Planning provide email support?
Yes, customers can contact Fontana Financial Planning via email at [email protected].
Is Fontana Financial Planning active on social media?
Yes, Fontana Financial Planning is active on Facebook, LinkedIn, X.
What are the business hours of Fontana Financial Planning?
Monday 08:30 - 16:00, Tuesday 08:30 - 16:00, Wednesday 08:30 - 16:00, Thursday 08:30 - 16:00, Friday 08:30 - 16:00, Saturday Closed, Sunday Closed.
