Gardner Wallace Financial Solutions
Financial Services
14135 Midway Rd
8 employees
- Employees
- 8
- Contacts
- 3
- Emails
- 3
Gardner Wallace Financial Solutions Overview
- Headquarters
- 14135 Midway Rd
- Phone Number
- Available in AeroLeads
- Website
- gardnerwallace.com
- Industry
- Financial Services
- Employees
- 8
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Gardner Wallace Financial Solutions
"Solutions that Fit" The Gardner Wallace Financial Solutions team is specialized to provide comprehensive retirement planning to our clients. We accomplish this by offering a solutions-oriented approach to our clients' financial goals, identifying appropriate solutions, creating a plan, and implementing the plan over time. LinkedIn is unaffiliated with Kestra Investment Services, LLC(Kestra IS), member FINRA/SIPC. Certain appropriately licensed individuals of Gardner Wallace are registered to offer securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC, and/or investment advisory services through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS are affiliated with Gardner Wallace. Investor Disclosures: https://www.kestrafinancial.com/disclosures Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.
Gardner Wallace Financial Solutions Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
Gardner Wallace Financial Solutions Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Syndia Dimas | Director of Office Operations | Addison, Texas, United States |
Email
|
| Kyle Mcguffey | Director of Planning and Investment |
View
|
|
| Robert Gardner | Founding Partner at Gardner Wallace | Addison, Texas, United States |
Email
|
| Danelly Quinonez | Paraplanner at Gardner Wallace | Addison, Texas, United States |
Email
|
Employees by Management Level
Individual contributor
5 profiles
Director
2 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 4 | 4 | 0 |
| General | 1 | 1 | 1 |
| Finance | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
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