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Home > Financial Planner Directory > Texas > Addison > Rebecca B. Paterik, CFP®

Rebecca B. Paterik, CFP®

Planner List SAVED PLANNERS (0)

United Planners

14673 Midway Road, Ste 100

Addison, TX 75001

Phone: (972) 991-7887

Fax: (214) 341-1160

Saved in Saved Planners

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

Specialties

Comprehensive Financial Planning
Attending College
Investment Management
Mutual Funds
Retirement
Personal Taxes
Women's Finances

How Planner Charges

Combination Fee/Commission

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

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