Park Place Financial
Park Place Financial is a financial firm whose objective is to help clients maximize their financial potential and goals, while reducing unnecessary risk. CORE PURPOSE: Helping clients implement and monitor strategies designed to maximize and preserve wealth CORE VALUES: Creating and protecting the highest reputation based upon reality Providing first class ser
Park Place Financial is a financial firm whose objective is to help clients maximize their financial potential and goals, while reducing unnecessary risk. CORE PURPOSE: Helping clients implement and monitor strategies designed to maximize and preserve wealth CORE VALUES: Creating and protecting the highest reputation based upon reality Providing first class service to clients at all times Providing value and quality to meet or exceed clients’ expectations Acting in an honest, respectful, responsible, and professional manner Communicating with clients in an ongoing pro-active manner Establishing and maintaining long-term client relationships While developing a customized financial program, I will walk you through a step-by-step process designed to help make you feel confident in your decisions. Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following: Tax reduction strategies Protection Investment management Retirement strategies Estate conservation
Address: 6300 West Loop S, Suite 690, Bellaire, TX 77401, USA
Phone: +1 713 667 4884
FAX: +1 713 893 4457
