Greeshma Burri

Operations Specialist at RGT Wealth Advisors - University Park, TX, US

Greeshma Burri's Contact Details
HQ
214-360-7000
Location
Dallas,Texas,United States
Company
RGT Wealth Advisors
Greeshma Burri's Company Details
RGT Wealth Advisors logo, RGT Wealth Advisors contact details

RGT Wealth Advisors

University Park, TX, US • 100 - 249 Employees
Financial Services

RGT Wealth Advisors is an independent financial advisory firm headquartered in Dallas, Texas. We have been serving clients with the highest standards of integrity, excellence, and innovation since 1985. We are the trusted adviser for select individuals and families who desire a customized approach to their investment management and financial planning needs. We typically advise high net worth individuals such as corporate executives, professionals, business owners, professional athletes, and others.At RGT Wealth Advisors we recognize the importance of personalized services that are specifically tailored to our client's needs. As an independent firm, RGT Wealth Advisors does not participate in either commission or transactional compensation, nor do we sell any financial products. We involve the client in the decision making process, and above all else, we hold highly our fiduciary obligation to our clients and pledge to serve you with utmost good faith and integrity.

Wealth Management Family Office Financial Planning Investment Management Estate Planning Retirement Planning Financial Services Financial Advisory Services
Details about RGT Wealth Advisors
Frequently Asked Questions about Greeshma Burri
Greeshma Burri currently works for CI RGT Private Wealth.
Greeshma Burri's role at CI RGT Private Wealth is Operations Specialist.
Greeshma Burri's email address is ***@rgtadvisors.com. To view Greeshma Burri's full email address, please signup to ConnectPlex.
Greeshma Burri works in the Financial Services industry.
Greeshma Burri's colleagues at RGT Wealth Advisors are Krista Hinton, Mary Guidry, Matt Krauss, Lauren Santiesteban, Stephanie Adams, Corey Orthengren, Hope Robinson and others.
Greeshma Burri's phone number is 214-360-7000
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