Surendra Dave
Toll Free: (833) 752-6333
Business hours
| Monday | 8:30am to 5:00pm |
| Tuesday | 8:30am to 5:00pm |
| Wednesday | 8:30am to 5:00pm |
| Thursday | 8:30am to 5:00pm |
| Friday | 8:30am to 5:00pm |
| Saturday | - |
| Sunday | - |
About us
My mission is to help my clients build, protect and preserve their wealth, as well as assist in distributing it during their lifetime –and afterward to their beneficiaries –in a disciplined and efficient way. I help create a plan around my clients, not just around their account balances. In my spare time, I enjoy spending time with my family and our dog, and staying active and healthy, both physically and mentally, by working out, playing tennis, walking and meditating.
| Tags | Financial Advisor, Financial Planner, Retirement Planner, Investment Management, Investment Advisor, Financial Services, Wealth Management, Wealth Advisor, Wealth Adviser, Wealth Management Firm, Financial Planning Firm, Financial Firm, Retirement Planning Services |
| Services | Registered Investment Advisors (RIA), Financial Advice, Financial Planning, Retirement Planning, Investment Management |
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