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Contact Us

TAKE THAT FIRST STEP TOWARD FINANCIAL FREEDOM

We start every relationship with a personal consultation. After we receive your information, an experienced consultant will contact you to learn more about your financial goals. This will allow them to craft a financial plan customized to your unique needs.

Thanks you for reaching out! We'll be in touch shortly.

Locations

Dallas, TX - Main Office

12000 Ford Rd

Suite A245

Dallas, TX 75234

Phone: (972) 247-0939

Fax: (972) 247-0921

Snyder, TX

1913 30th St

Snyder, TX 79549

 

Phone: (325) 232-9335

Daniel Guzman

Martha H. Guzman

Lulu A. Montes

Rene Trejo (214) 449-9030 (Dallas)

Efrian Cervantez (325) 207-4460 (Snyder)

Contacts

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