Salvador Perez

Financial Advisor at Financial Plans & Strategies, Inc. - Greenwood, IN, US

Salvador Perez's Colleagues at Financial Plans & Strategies, Inc.
Maggie Meiners

Registered Investment Advisor

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Michael Meiners

President

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Evan Stout

Minority Owner

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Maryanne Hall

Administrative Assistant

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Alicia Cummings

Administrative Assistant/Office Manager/Paralegal

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Lara Desotel

Director of Compliance

Contact Lara Desotel

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Salvador Perez's Contact Details
Email (Verified)
***@finplans.com
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Mobile Number
(XXX) XXX-XXXX
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N/A
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Financial Plans & Strategies, Inc.
Salvador Perez's Company Details
Financial Plans & Strategies, Inc. logo, Financial Plans & Strategies, Inc. contact details

Financial Plans & Strategies, Inc.

Greenwood, IN, US • 20 - 49 Employees
Financial Services

Financial Plans & Strategies, Inc. is a premier wealth management firm, headquartered in the Midwest. Our multi-disciplined team of professionals including Certified Financial Planners TM, Professional Plan Consultants, Attorneys and a Certified Public Accountant take a holistic approach in helping clients achieve their financial and estate planning goals. We have provided our services to individuals, couples and organizations for over 40 years.Financial Plans & Strategies, Inc. is compensated on a fee-only basis and embraces the fiduciary standard under which our primary responsibility is to help our clients meet their goals. Contact us today to get started on the path to your financial freedom.

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Frequently Asked Questions about Salvador Perez
Salvador Perez currently works for Financial Plans & Strategies, Inc.
Salvador Perez's role at Financial Plans & Strategies, Inc is Financial Advisor.
Salvador Perez's email address is ***@finplans.com. To view Salvador Perez's full email address, please signup to ConnectPlex.
Salvador Perez works in the Financial Services industry.
Salvador Perez's colleagues at Financial Plans & Strategies, Inc. are Maggie Meiners, Michael Meiners, Evan Stout, Maryanne Hall, Alicia Cummings, Lara Desotel and others.
Salvador Perez's phone number is N/A
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