Estate planning services in DeSoto, TX
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James Braaten - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJames Braaten is a Financial Advisor at Ameriprise Financial Services, LLC, located at 150 East Danieldale Road in DeSoto, Texas, United States. James Braaten holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, AIF® designation, APMA™ designation, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® designation, CAS® designation, CASL® credential, Certified Divorce Financial Analyst certification, Certified Estate Planner™ designation, Certified Exit Planning Advisor® Program, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist designation, Chartered Financial Consultant® designation, Chartered Special Needs Consultant designation, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care program, and Chartered Life Underwriter Designation®. With expertise in asset management, investment strategies, estate planning, retirement planning, and more, James Braaten provides comprehensive financial services tailored to each client's individual needs.
150 E Danieldale Rd, DeSoto, TX 75115, United States -
Chuck Burch CPA/PFS, CFP
● OpenChuck Burch CPA/PFS, CFP is a reputable financial institution located at 1112 Marisa Lane in DeSoto, Texas, United States. Specializing in tax preparation, financial planning, and wealth management, Chuck Burch and his team offer expert advice and personalized service to help clients achieve their financial goals. With a focus on integrity, professionalism, and client satisfaction, Chuck Burch CPA/PFS, CFP is a trusted partner in navigating the complexities of personal and business finances. Visit their office today to start planning for a secure financial future.
Westmoreland Estates, 1112 Marisa Ln, DeSoto, TX 75115, United States
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