It is specifically in this area that we believe our firm can be of the most value to our clients. We believe that we play a crucial role in the lives of our clients, and we hold to the following core values: Our most critical role is a behavioral financial counselor for our clients as we partner with them to provide expertise, wisdom, and coaching. We are a calming voice of clarity, helping to navigate the many financial uncertainties in life. We seek to provide guidance and solutions to problems, both simple and complex, and to walk closely with our clients as those solutions are implemented. We help our clients identify and unlock their goals and dreams and then assist in making those dreams a reality. We believe in a comprehensive and holistic financial planning process that includes many different disciplines and areas such as investments, estate planning, risk management, education planning, and financial independence. We believe in making recommendations that are always in the best interest of the client. We will be a voice of truth to our clients, and we will strive to always deliver that truth in the most compassionate way possible. We will demonstrate reliability and consistency to our clients as we steward the trust they have placed in us. spring This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy.
View Top Employees from Schlegel Dunn LLCWebsite | http://schlegeldunn.com |
Revenue | $6 million |
Employees | 1 (1 on RocketReach) |
Address | 5700 Granite Pkwy, Plano, Texas 75024, US |
Phone | (972) 731-6799 |
Fax | (972) 767-5055 |
Industry | Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular Schlegel Dunn LLC employee's phone or email?
The Schlegel Dunn LLC annual revenue was $6 million in 2023.
Steven Schlegel is the Managing Partner of Schlegel Dunn LLC.
1 people are employed at Schlegel Dunn LLC.
Schlegel Dunn LLC is based in Plano, Texas.
The NAICS codes for Schlegel Dunn LLC are [5239, 52393, 52, 523].
The SIC codes for Schlegel Dunn LLC are [628, 62].