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| Business Profile |
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Ruedi Wealth Management
5851 Legacy Circle 6th Floor
Plano, TX 75024
Phone: 972-532-7833
Fax: 2173561403
Map:
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Products & services:
Ruedi Wealth Management is a family?owned and ?operated Registered Investment Advisor (RIA) firm in Plano, Texas that specializes in retirement planning. Founded by our CEO, Paul A. Ruedi, Ruedi Wealth Management has since grown to a team of 5 financial advisors, 2 of which (Paul Jr. and David) hold the CERTIFIED FINANCIAL PLANNER™ designation and 1 (Daniel) holds the Retirement Income Certified Professional® designation. With this much retirement planning experience under one roof, you can be confident you have found the team to help you achieve your retirement dreams!
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SIC: 6371
Industry:
Finance, Insurance, and Real Estate
Insurance Carriers
Pension, health, and welfare funds
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