Bering Financial
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
546 Silicon Dr Ste 103, Southlake, Texas...Phone Number
(817) 571-2626Website
www.beringfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Bering Financial
Bering Financial specializes in strategic financial planning and tax mitigation services, focusing on high-income pre-retirees and retirees. Their offerings include tax planning, Roth IRA conversion strategies, and tax-efficient legacy planning. Founded by Patrick Smith, the firm aims to help clients reduce their tax burden and maximize their retirement income through personalized strategies. With over 50 years of experience, Bering Financial emphasizes proactive planning to protect wealth and ensure a secure financial future.Explore more
Bering Financial Org Chart
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Bering Financial specializes in strategic financial planning and tax mitigation services, focusing on high-income pre-retirees and retirees. Their offerings include tax planning, Roth IRA conversion strategies, and tax-efficient legacy planning. Founded by Patrick Smith, the firm aims to help clients reduce their tax burden and maximize their retir... Read More
