SchlegelDunn
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
6860 Dallas Pkwy Ste 200, Plano, Texas, ...Phone Number
(972) 754-2693Website
www.schlegeldunn.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
1
1
1
1
1
About SchlegelDunn
Schlegel Dunn LLC is a financial planning and investment management firm that emphasizes the psychology of money, offering services that go beyond traditional portfolio management. They provide comprehensive solutions tailored to individual needs, including financial planning, investment management, retirement planning, risk management, and estate planning. The firm is dedicated to guiding clients through financial uncertainties with a focus on emotional well-being and informed decision-making. Their approach is characterized by meaningful conversations and a commitment to understanding clients' unique stories and financial aspirations.Explore more
SchlegelDunn Org Chart
SS
Founder & Owner & Financial Planner
SS
Owner, Financial Planner
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Revenue
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Founded In
<$5M
1-10
Private
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2011
Company Profile Activity
Activity Insights
SchlegelDunn is experiencing very low activity levels compared to other companies in the Finance sector.
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SchlegelDunn is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SchlegelDunn.
SchlegelDunn Tech Stack
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Schlegel Dunn LLC is a financial planning and investment management firm that emphasizes the psychology of money, offering services that go beyond traditional portfolio management. They provide comprehensive solutions tailored to individual needs, including financial planning, investment management, retirement planning, risk management, and estate... Read More
