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Trandai Financial Solutions, LLC

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Trandai Financial Solutions, LLC

Overview:

We are a family-owned and independent financial planning firm.

Our representative's combination of licenses, registrations, and a Certified Financial PlannerTM practitioner on staff, qualify us to work with all types of investments and insurance. As an independent financial planning firm, we represent our clients and their interests rather than any specific company.

Our process takes a comprehensive approach to planning that incorporates your insurance, legal, and accounting needs in addition to your investments.

We offer our clients a variety of valuable services including:
Comprehensive Financial Lifestyle Planning
Retirement Planning
Legacy and Estate Planning
College Planning
Tax Minimization Strategies
Risk Management and Asset Protection
Wealth Management
We are multilingual (English, Vietnamese, French) and have been serving American and Asian community since 1998.

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