Office of Kathryn Duclo, Inc. Financial Planning
95336 Manteca, United States
Office of Kathryn Duclo, Inc. Financial Planning Company Information
General information
My mission is to provide unbiased financial advice to Pre and Post Retirees who are serious about their financial health. I teach clients how to invest, grow and preserve their wealth so they can enjoy a lifestyle of their choosing.
I provide guidance along the way to keep clients on track. I organizing my clients Financial Lives and help them Make Smart Money Choices. I use a team approach with clients' CPA and Attorney to create synergy.
It’s simple, we are growing. To accommodate our clients, and the changing regulatory environment we are looking to add staff and another advisor. Some advisors will not stay in the retirement planning business due to the DOL ruling, so we are looking to acquire other practices. We have created a website http://www.smartsensiblesuccession.com/
1565 Terracina Cir Manteca
- Opening hours
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Monday:09:00 - 17:00Tuesday:09:00 - 17:00Wednesday:09:00 - 17:00Thursday:09:00 - 17:00Friday:09:00 - 12:00
- Parking
- The company has a parking lot.
- Phone number
- +1209-825-8088
- Linki
- Social Accounts
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- Keywords
- financial planner
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