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Ramon Aguirre representing Creating and Managing Wealth, LLC

  • Financial Planning Consultants & Servs
5201 N. O'Connor Blvd. Suite 200
Irving, TX 75039
(972) 831-8866
(972) 831-8877 (fax)
Hours:
Always Open
  • About

    I develop long-term working relationships with clients, providing financial solutions as they progress through their careers on into retirement. As you approach retirement, I will provide retirement estimates and counseling to help you maximize your benefits and flexibility.

    I take pride in listening to my clients and helping them achieve their individual goals. Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such as planning for college, protecting against the loss of a loved one, and insuring long-term care in later life, I will be there to help.

    This client-centered approach to investment planning can help you assemble a diversified portfolio including insurance and risk management strategies designed to help meet your unique needs.

  • Directions

    https://www.google.com/maps/place/5201+N+O'Connor+Blvd+%23200,+Irving,+TX+75039/@32.8704353,-96.9426204,17z/data=!3m1!4b1!4m5!3m4!1s0x864e82bdc58033bb:0xb09fc0d6cd18fbfc!8m2!3d32.8704353!4d-96.9404317