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Fontana Financial Planning
Accountant in Dallas TX
Areas of Expertise | estate planning | financial planning | retirement planning | tax planning |
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Address
12240 Inwood Road, Suite 450
Dallas, TX
75244 -
Map
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About
Fontana Financial Planning in Dallas, TX, led by Patrick Fontana, CFP and Michael Dunham, CFP, offers specialized tax, charitable, estate, and retirement planning. Our approach focuses on simplifying financial complexities, emphasizing personalized service with Raymond James' leading technology. Catering to clients with $1M+ in assets, we prioritize smart investing and tax efficiency. Serving both local and out-of-state clients, we're committed to your financial success.
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I've been doing this for 5 years
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Hours of Operation
Mon - Fri 8:30AM - 4:00PM
Sat - Sun Closed
Holidays Closed