in
Plano, United States
Category:
Local business
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Address details
5851 Legacy Circle 6th Floor, Plano, TX 75024
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Coordinates
N33° 4' 51.67956" W96° 49' 21.81936"
(33.0810221, -96.8227276)
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Business hours
M - F 9:00 am - 4:00 pm
Info
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!
972-532-7833
