Nancy Gatens

Investment Management and Financial Planning Professional, Principal at Gatens Financial - Dallas, TX, US

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Nancy Gatens's Contact Details
HQ
855-695-4877
Location
Dallas, Texas, United States
Company
Gatens Financial
Nancy Gatens's Company Details
Gatens Financial logo, Gatens Financial contact details

Gatens Financial

Dallas, TX, US • 5 - 9 Employees
Financial Services

Gatens Financial LLC is an independent, fee-only wealth management firm based in Dallas, Texas. We provide financial advisory services to high net worth individuals and families nationwide. We serve as fiduciaries, meaning that we commit to always put our clients' interests first. Clients turn to us to manage their investments and to help organize and streamline their finances, so they attain peace of mind and the freedom to focus on what they enjoy. We take the time to get to know our clients, speak to them on their level, and help them understand the impact of their financial choices in all areas of their lives. Our commitment to integrity, excellent communication, and client education drives deep client relationships and results. As a boutique firm, we take a different approach to client service. Our core belief is that each client deserves high touch service featuring the full attention of our seasoned senior investment and financial planning professionals. To ensure that we provide the best possible service, we commit to limit the number of clients that we serve.Gatens Financial is a registered investment adviser in the State of Texas and certain other states.For more information, please visit gatensfinancial.com.

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Nancy Gatens currently works for Gatens Financial.
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Nancy Gatens's phone number is 855-695-4877
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