ATX Financial
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
107 E 47th St Ste A, Austin, Texas, 7875...Phone Number
(512) 814-8230Website
atx.financialRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About ATX Financial
Vermont Wealth Management specializes in financial planning services, particularly for wealthy individuals, offering expertise in areas such as retirement planning, legacy planning, and alternative investments. The firm uses Endowment Theory to help its clients achieve better tax efficiencies and investment yields. Led by founder John Bodnar, VWM focuses on personalized advice and strategic monitoring of financial portfolios. Their services are tailored to accredited investors and available across multiple states.Explore more
ATX Financial Org Chart
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Vermont Wealth Management specializes in financial planning services, particularly for wealthy individuals, offering expertise in areas such as retirement planning, legacy planning, and alternative investments. The firm uses Endowment Theory to help its clients achieve better tax efficiencies and investment yields. Led by founder John Bodnar, VWM f... Read More
