Certified Financial STRTGS

Certified Financial Strategies is a registered investment advisor based in Dallas, TX and Tesuque, NM. With a client-first philosophy, they offer comprehensive wealth management services, providing personalized strategies based on individual goals and objectives.

As an independent and fee-only firm, Certified Financial Strategies prioritizes the best interests of their clients, offering transparent and open relationships. Their team of experienced professionals focuses on the big picture while tending to the details, ensuring a thorough wealth planning process.

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