Ruedi Wealth Management

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Contact

Address:
5851 Legacy Circle
6th Floor
Plano 75024
TX
United States
Phone number:
972-532-7833
Fax:
217-356-1403

OPEN HOURS

Monday
9:00 - 16:00
Tuesday
9:00 - 16:00
Wednesday
9:00 - 16:00
Thursday
9:00 - 16:00
Friday
9:00 - 16:00
Saturday
Closed
Sunday
Closed

Location on map

Photos

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Company description

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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