Privus Financial

Financial Services - Dallas, TX, US

Privus Financial Employees
Carrie Martin

Executive Assistant

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Teresa Gast

Chief Executive Officer

Contact Teresa Gast

Jonathan Potocki

Accounting Assistant

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Rachel Marez

Director Of Client Services

Contact Rachel Marez

Kim CPA

Director of Tax and Operations

Contact Kim CPA

Kim Pruett

Director of Tax and Operations

Contact Kim Pruett

Carrie Martin-Ghaemmaghami

Executive Assistant

Contact Carrie Martin-Ghaemmaghami

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Privus Financial Senior Management
Teresa Gast

Chief Executive Officer

Contact Teresa Gast

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Privus Financial Details

Privus Financial provides our clients with investment advisory services and a broad range of financial planning services, including retirement planning, risk management, insurance planning, estate, gift, and wealth transfer planning, education planning, charitable planning, business planning, tax planning, and cash flow planning.

Privus Financial logo, Privus Financial contact details
Employees: 10 - 19
HQ: N/A
Location: Dallas, TX, US
Revenue: 1 - 2.5 Million
investment services 401k retirement planning risk management insurance planning charitable planning cash flow planning financial planning tax planning wealth transfer planning estate planning
Privus Financial Technologies
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