We are a family-owned and independent financial planning firm. Our representative's combination of licenses, registrations, and a Certified Financial PlannerTM practitioner on staff, qualify us to work with all types of investments and insurance. As an independent financial planning firm, we represent our clients and their interests rather than any specific company. Our process takes a comprehensive approach to planning that incorporates your insurance, legal, and accounting needs in addition to your investments. We offer our clients a variety of valuable services including:Comprehensive Financial Lifestyle PlanningRetirement PlanningLegacy and Estate PlanningCollege PlanningTax Minimization StrategiesRisk Management and Asset ProtectionWealth ManagementWe are multilingual (English, Vietnamese, French) and have been serving American and Asian community since 1998.
View Top Employees from Trandai Financial Solutions LLCWebsite | http://www.trandaifinancial.com |
Revenue | $6 million |
Employees | View employees |
Address | 6512 Tyler's Xing, West Chester, Ohio 45069, US |
Phone | (513) 289-4722 |
Industry | Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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The Trandai Financial Solutions LLC annual revenue was $6 million in 2024.
Trandai Financial Solutions LLC is based in West Chester, Ohio.
The NAICS codes for Trandai Financial Solutions LLC are [52393, 5239, 52, 523].
The SIC codes for Trandai Financial Solutions LLC are [628, 62].