Fluent Financial is a Dallas-based wealth management firm that provides objective investment advice, comprehensive tax strategies and financial planning services. You’ve worked hard to become successful. We understand the importance of protecting and building on your success, and we are constantly working to exceed industry standards by putting the interests of our clients first. Your goal-based financial plan is crafted to combine tax-saving strategies with smart investments. Our comprehensive approach can help our clients take better control of their financial destiny. We’ve created these methodologies based on our understanding of the unique issues and challenges you face as an investor.
Securities offered through Private Client Services, Member FINRA/SIPC. Advisory Products and Services offered through Fluent Financial, a Registered Investment Advisor. Private Client Services and Fluent Financial are unaffiliated entities. The Private Client Services (PCS) representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, FL, GA, HI, IL, LA, MA, MI, NM, OK, ON, OR, PA, TX, VA.
Company Details
- Employees
- 7
- Address
- 14800 Landmark Blvd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- fluentfinancial.com
- Keywords
- Dallas.
- HQ
- Dallas, Texas
Fluent Financial® Questions
Fluent Financial®'s website is fluentfinancial.com
Fluent Financial®'s LinkedIn profile is https://www.linkedin.com/company/fluent-financial-llc
Fluent Financial® has
7 employees.
View email and phone details for 7
employees at Fluent Financial®.
Fluent Financial®'s industry is
Financial Services
Fluent Financial®'s top competitors are
Bearing Insurance,
Tradepmr,
Smci,
Garcia Hamilton & Associates, L.p.,
Trc Advisory,
Digital Garage, Inc.,
Emporium Tpo,
Fluent Finance,
The Blvd Group,
Velo Cfo.
Fluent Financial®'s categories are Financial Services
