Paratus Financial, Inc.

www.paratusfinancial.com

Paratus Financial is a wealth management firm providing a wide array of services including income tax planning, investment planning, risk management, estate planning, retirement planning, and business planning. Formed in 2003, Paratus currently advises over one hundred clients with a combined wealth of approximately $2 billion. Our services are comprehensive and personal; each client contract and file has unique, prioritized, and clear summaries of mandatory and time-sensitive financial issues. Paratus prides itself on keeping up with the best practices, services, and products in all areas of personal finance.

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Paratus Financial is a wealth management firm providing a wide array of services including income tax planning, investment planning, risk management, estate planning, retirement planning, and business planning. Formed in 2003, Paratus currently advises over one hundred clients with a combined wealth of approximately $2 billion. Our services are comprehensive and personal; each client contract and file has unique, prioritized, and clear summaries of mandatory and time-sensitive financial issues. Paratus prides itself on keeping up with the best practices, services, and products in all areas of personal finance.

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Country

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State

Texas

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City (Headquarters)

Dallas

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Employees

1-10

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Founded

2003

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Director

    Email ****** @****.com
    Phone (***) ****-****
  • Office Manager

    Email ****** @****.com
    Phone (***) ****-****

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