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Home > Financial Planner Directory > Texas > Mesquite > James A. Wade, CFP® CSA®

James A. Wade, CFP® CSA®

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UNITY Financial Services

610 N Town East Blvd

Suite 102

Mesquite, TX 75150-4736

Phone: (972) 329-9453

Fax: (972) 329-8297

Toll-free: (877) 328-6489

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Attending College
Annuities
Asset Allocation
Business Taxes
Estate Planning
Investment Management
Mutual Funds
Insurance
Retirement
Stocks & Bonds
Long-term Care

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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