Cates Financial Planning, LLC
Financial Services
Denton, Tx, United States
1 employees
- Employees
- 1
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Cates Financial Planning, LLC Overview
- Headquarters
- Denton, Tx, United States
- Website
- catesfp.com
- Industry
- Financial Services
- Employees
- 1
- Founded
- 2016
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Cates Financial Planning, LLC
Cates Financial Planning, LLC, is a boutique firm that provide comprehensive financial planning services to a limited number of clients. Our clients get in-depth service from one trusted professional - tax planning, financial planning, investment management, and tax preparation. Because we limit the number of clients we service, we know our clients financial situation in great detail... does your financial or tax professional do the same?
Cates Financial Planning, LLC Contact Details
- People in AeroLeads
- 1
- With contact data
- 1
- Email contacts
- 1
- 100.0% coverage
- Phone contacts
- 1
- 100.0% coverage
Cates Financial Planning, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Cary Cates, Mba, Cfp®, Ea | Financial Planner, Tax Advisor, & University Adjunct Professor | Denton, Texas, United States |
Email
Phone
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Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 1 |