Financial Services - Arlington, TX, US
Like a financial concierge, Paraclete Ventures provides a wide range of professional personal financial services to conduct one's day-to-day financial activities with integrity and trust. Target clients include seniors, busy professionals and high net-worth individuals who either can't or don't want to handle their personal financial affairs for themselves. Services may include bill pay, mail sorting, statement reconciliations, insurance claim processing, real asset management, negotiations, budgeting, and tax document preparation.
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