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Ruedi Wealth Management in Plano, Texas
(972) 532-7833
5851 Legacy Circle 6th Floor
Plano, TX 75024
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!
Services Offered:
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Business Information:
| In Business Since: | 2014 |
Hours of Operation:
| Monday: | AM 8:00 to PM 4:00 |
| Tuesday: | AM 8:00 to PM 4:00 |
| Wednesday: | AM 8:00 to PM 4:00 |
| Thursday: | AM 8:00 to PM 4:00 |
| Friday: | AM 8:00 to PM 3:00 |
| Saturday: | Closed |
| Sunday: | Closed |