Introduction
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!
Contact Info
Address:
5851 Legacy Circle 6th Floor
Plano
TX 75024
United States
Plano
TX 75024
United States
Tel:
972-532-7833
Fax:
217-356-1403
Website:
https://www.ruediwealth.com/
Offering
- investment management plano
- plano financial advisor
- plano wealth management firm
- plano retirement planner
- plano financial planner
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 8:00 am | 4:00 pm | ||||
| Tuesday | Open | 8:00 am | 4:00 pm | ||||
| Wednesday | Open | 8:00 am | 4:00 pm | ||||
| Thursday | Open | 8:00 am | 4:00 pm | ||||
| Friday | Open | 8:00 am | 3PM | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||
