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Mary S. Rinaldi, CFP®

Asset Management Advisors, Inc.

2929 Allen Pkwy
Ste 2850
Houston, TX 77019-2187
Phone: (713) 977-9600
Fax: (713) 977-7582

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Banking
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Getting Married
  • Job Loss
  • Insurance
  • Retirement
  • Stocks & Bonds
  • 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.