Ruedi Wealth Management
2018-12-17
ID: #96159
Listed In : Finance And Banking
Business Description
Ruedi Wealth Management is a family–owned and –operated Registered Investment Advisor (RIA) firm in Plano, Texas that specializes in retirement planning. Founded by our CEO, Paul A. Ruedi, Ruedi Wealth Management has since grown to a team of 5 financial advisors, 2 of which (Paul Jr. and David) hold the CERTIFIED FINANCIAL PLANNER™ designation and 1 (Daniel) holds the Retirement Income Certified Professional® designation. With this much retirement planning experience under one roof, you can be confident you have found the team to help you achieve your retirement dreams!
Frequently Asked Questions
Where is Ruedi Wealth Management located?
Ruedi Wealth Management is located at 5851, 6th Floor, Legacy Circle, Plano, TX - 75024.
How can customers contact Ruedi Wealth Management?
Customers can contact Ruedi Wealth Management by phone at 972-532-7833.
Does Ruedi Wealth Management have an official website?
Yes, the official website of Ruedi Wealth Management is www.ruediwealth.com/wealth-management-plano-texas/.
Is Ruedi Wealth Management active on social media?
Yes, Ruedi Wealth Management is active on Facebook, X.
