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Rebecca B. Paterik, CFP®

United Planners

14673 Midway Road, Ste 100
Addison, TX 75001
Phone: (972) 991-7887
Fax: (214) 341-1160

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Investment Management
  • Mutual Funds
  • Retirement
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.