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Park Place Financial

6750 West Loop South, Suite 825, Bellaire, TX
0 reviews
Business claimed Last updated: 3 months ago
About Park Place Financial

Certified Financial Advisor specializing in Retirement Planning and Tax Reduction. "Park Place Financial is a financial firm whose objective is to help clients maximize their financial potential and g Go to full description...

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713-893-4457
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M-F 9am-5pm, Sa-Su Closed (By Appointment Only.)
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Email address: info@parkplacefinancial.co
Certified Financial Advisor specializing in Retirement Planning and Tax Reduction. "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"
Services: Income Tax Reduction Strategies, Determine how to reach retirement goals, Covert savings into income in retirement, Analyze Medicare options, Evaluate overall financial wellness, Assess investment risk tolerance and generate an investment strategy, Optimize Social Security claiming to maximize benefits, Manage all investment and retirement accounts
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713-667-4884
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