An independent, private wealth advisory firm is now offering client portfolio and financial planning services in Spring.
Private wealth advisor and co-founder Duane Dollar announced the business opening on social media.
“The culmination of 34 years of employment has led my business partner and [I] to launch our own wealth management practice. This endeavor has demanded a considerable investment of time and involved making numerous challenging decisions,” Dollar said.
What they offer
The financial firm can assist clients in services related to investments, insurance and asset management, according to the business website.
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