Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Texas > Dallas > Trudy R. Turner, CPA, CFP®
Find the Certified Financial Planner™
Who's right for you.

Trudy R. Turner, CPA, CFP®

Robertson, Griege & Thoele

5950 Sherry Ln
Ste 700
Dallas, TX 75225
Phone: (214) 360-7000
Fax: (214) 360-7010

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $3,000,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Sudden Wealth
  • Personal Taxes
  • 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.