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William Perryman, CPA, CFP®

Perryman Financial Advisory

12221 Merit Dr
Ste 1660
Dallas, TX 75251
Phone: (972) 770-4800
Fax: (972) 770-4888

Toll-free: (888) 666-0476

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
N/A

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