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Garza Financial Planning
GARZA FINANCIAL PLANNING is a state-registered investment adviser in DALLAS, TX. The firm manages approximately $14 million in regulatory assets.
Overview
GARZA FINANCIAL PLANNING is a state-registered investment adviser in DALLAS, TX. The firm manages approximately $14 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Sector focus
Frequently asked questions
Who runs investment decisions at Garza Financial Planning?
Garza Financial Planning has not publicly disclosed the names or roles of its investment professionals. The firm's principals are responsible for portfolio decisions.
What services does Garza Financial Planning provide beyond investment management?
The firm offers estate planning, tax coordination, and financial planning services. It integrates these disciplines to coordinate clients' wealth across legal, tax, and investment domains.
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