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James A. Wade, CFP® CSA®

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

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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

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